Core Insights - The report by TrendForce indicates a significant increase in the global AR device market, with expected shipments reaching 600,000 units by 2025 due to rising interest and the introduction of AR prototypes by international brands [1] - The long-term growth potential for the AR market is strong, with projections suggesting that shipments will soar to 32.1 million units by 2030 as high-end full-color AR technology matures and more sophisticated products from major international companies are launched [1] - Currently, China is the leading market for AR device shipments, but this is expected to change, with its market share projected to drop to 50.2% by 2030 as tech giants like Meta and Google enter the space [1]

AR显示技术市场发展 01 AR显示技术的选择也反映了品牌的权衡和市场的发展趋势。短期内，OLEDoS 凭借其成本优 势，在中国地区仍是市场主流，然而TrendForce集邦咨询认为其他技术发展将对OLEDoS造成 威胁。短期内，LCoS 技术也将随着 Meta 的采用而在市场中崭露头角，单绿色 LEDoS 的提示 类 AR 眼镜的成长也带动LEDoS的技术渗透率提升。且长期而言，随着 AI 功能的加入，AR 装 置对运算能力和续航力的要求日益提高，并对显示效能提出更高的门槛。海外厂商更倾向于发 展的高规格全彩 LEDoS 技术，随着技术的进步以及成本的优化， TrendForce集邦咨询预计， 搭载该技术的AR 装置出货量将在 2030 年达到 20.9 百万台，技术渗透率将在 2030 年达到 65%。 根据TrendForce集邦咨询《2025 近眼显示市场趋势与技术分析》研究报告指出，近眼显示装置市场短期 表现平淡。2025 年全球近眼显示装置预估出货量为6.2 百万台。其中VR/MR 市场中 Meta Quest 3s 销量 不如预期，预估 2025 年出货量将降至 5.6 百万台。AR装置短期表现 ...