以下文章来源于TrendForce集邦 ，作者TrendForce TrendForce集邦 . 图片来源：Meta 根据 《TrendForce 2025近眼显示市场趋势与技术分析报告》 ，AI赋能助力讯息提示类AR应用 兴起，预估2025年全球AR装置出货规模将年增9.1%，达到60万台。 TrendForce集邦咨询表示，Meta的AR新品搭载单眼近眼显示，可视角度(Field of View, FoV)为 20度，确立了20-35度FoV即可满足AI资讯辅助的需求。加上解析度600x600、像素密度 42PPD(pixel per degree)，与亮度5,000 nits的产品规格，精准锁定资讯提示类应用市场。 Meta未选择主流的单绿色LEDoS显示技术结合光波导的技术路线，而是采用由OmniVision(豪威) 供应的LCoS全彩显示屏，搭配Lumus的阵列光波导方案的原因为，LCoS具备技术成熟、可实现 单片全彩、成本可控等优势，平均功耗的表现也较优异，因此受Meta青睐。此举除了将推升搭载 LCoS显示技术的产品市占，也有机会提高这项技术的热度，促使其他品牌投入资源。 然而，LCoS在光机微 ...

Core Insights - Meta has launched its first mass-produced AR device, the Meta Ray-Ban Display Glasses, which utilizes LCoS display technology, expected to increase the market share of LCoS display products to 13% by 2026 [2] - The global AR device shipment is projected to grow by 9.1% in 2025, reaching 600,000 units, driven by AI-enabled information prompt applications [2] - Meta's AR glasses feature a 20-degree field of view (FoV), a resolution of 600 x 600, a pixel density of 42 PPD, and a brightness of 5,000 nits, targeting the information prompt application market [2] Technology Analysis - Meta opted for LCoS full-color displays from OmniVision instead of the mainstream single green LEDoS technology combined with waveguide technology due to LCoS's maturity, cost control, and lower average power consumption [3] - The competition between LCoS and LEDoS is expected to intensify before significant breakthroughs in LEDoS technology occur, which are anticipated post-2028, potentially increasing LEDoS market share to 65% by 2030 [3] - Current challenges for LCoS include miniaturization, high brightness, and high contrast, with companies like OmniVision and Himax Display actively pursuing next-generation display technology [3]