TrendForce: AR device shipments are expected to reach 25.5 million units in 2030, and LEDoS technology will become mainstream

According to this website’s news on August 19, a TrendForce survey shows that the popularity of AR devices is rising year by year. In addition to international brands such as Apple and Meta having related product plans in the future, Chinese manufacturers are also investing in LEDoS (this website’s note: silicon-based LED, Investment in the field of LED on Silicon is also relatively active. Driven by the product planning of AR device brand manufacturers and assisted by the development of AI technology and application ecosystems, it is estimated that AR device shipments will reach 25.5 million units in 2030, with a compound annual growth rate of 67% from 2023 to 2030. Among them, the penetration rate of LEDoS in this field will gradually increase and is expected to reach 44% by 2030, becoming the mainstream technology in the market.

Additionally, OLEDoS (OLED on Silicon) is currently the only technology that can be used in both VR / MR and AR devices, OLEDoS paired with BirdBath The combination solution is currently the solution that best balances cost and display effect. However, in AR application scenarios, this technology still has certain limitations in balancing brightness and color display.

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