TrendForce：近眼显示对OLEDoS需求将逐年提升

Core Viewpoint - The article highlights the significant growth potential of OLEDoS microdisplays in the AR, VR, and MR markets, driven by advancements in technology and increasing demand for high-quality visual experiences [2][5]. Group 1: Company Developments - SeeYA Technology's IPO application has been approved by the Shanghai Stock Exchange, aiming to raise 2.015 billion RMB for expanding its OLEDoS display production line and R&D center [2]. - The entry of SeeYA Technology into the market is expected to break Sony's previous monopoly on OLEDoS supply, fostering a local supply chain with companies like BOE, Xitai, and Aolred [5]. Group 2: Market Trends - Demand for OLEDoS microdisplays in near-eye display devices is projected to reach 31.5 million units by 2030, with a compound annual growth rate (CAGR) of 81% from 2025 to 2030 [2]. - The penetration rate of OLEDoS in the global VR/MR market is expected to rise to nearly 60% by 2030, as the technology becomes more cost-effective and optimized compared to current mainstream options like LCD and glass OLED [5]. Group 3: Product Outlook - In the AR glasses sector, OLEDoS-equipped products are anticipated to maintain over 20% market share by 2030, thanks to superior image quality and a robust supply chain, despite the trend towards lightweight designs and auxiliary information integration [5].