Group 1 - The core viewpoint of the articles indicates that the AR market is expected to grow significantly, with global AR shipments projected to reach 600,000 units by 2025 and 32.1 million units by 2030 due to advancements in technology and product maturity from major international brands [1][5] Group 2 - TrendForce highlights that AI technology is helping consumers form clearer expectations for AR glasses applications, leading to a consensus on specifications such as power consumption below 300mW, volume under 1cc, and weight under 3g [4] - The standardization of specifications, while limiting brand differentiation, is expected to facilitate economies of scale and reduce costs, making AR glasses more accessible to consumers and encouraging market entry [5] - Major companies like Meta and Google are actively investing in the AR ecosystem, which is expected to enhance supply chain development and support the growth of suppliers like LUMUS, Goertek, and others, laying a solid foundation for achieving millions of units in shipments by 2030 [5]

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 ...