AR显示技术竞争加剧，2030年LEDoS技术渗透率或达65%

Core Insights - The report by TrendForce highlights the competitive landscape of AR glasses display technologies, particularly focusing on the growth opportunities for LEDoS (Micro LED on silicon) and LCoS technologies, with projected penetration rates of 37% and 7% by 2025, respectively, and further growth to 65% and 11% by 2030 [2][3]. Group 1: AR Glasses Market Dynamics - Major brands like Meta, Apple, Amazon, and RayNeo are intensifying their investments in AR glasses, leading to increased competition in display technology [2]. - Chinese brands dominate the AR glasses shipment market, initially focusing on viewing applications where brightness specifications are less critical, making the mature and cost-effective OLEDoS solution the mainstream display technology [2]. - As the industry evolves, the demand for brightness and light transmittance in AR glasses is rising, prompting brands to shift resources away from viewing products, with OLEDoS technology expected to reach a 53% penetration rate by 2025 before declining [2]. Group 2: Technology Penetration and Development - The short-term market for AI-assisted information display glasses is heating up, with various players, including Chinese cloud service providers and traditional consumer electronics brands, entering the AR terminal market and investing in LEDoS technology [3]. - The penetration rate of LEDoS technology is anticipated to rise to 37% by 2025, driven by rapid product development and supply chain collaboration [3]. - International brands are focusing on full-color LEDoS development, which may result in longer development timelines, but once products from Apple, Meta, and Google are mass-produced, they are expected to boost LEDoS penetration to 65% by 2030 [4]. Group 3: LCoS Technology Outlook - LCoS technology is favored by Meta due to its mature technology and cost-effectiveness, with expected penetration reaching 7% by 2025, although it faces challenges in high brightness and contrast performance [4]. - Chinese brands are less competitive in establishing LCoS technology barriers and have heavily invested in LEDoS, leading to a slowdown in LCoS growth, projected to reach 11% by 2030 [4].