AR-VR 2025：从光学和显示到高级传感和处理市场和技术报告-YOLE Group

FROM TECHNOLOGY TO MARKET| www.yolegroup.com | ©Yole Group 2025AR/VR 2025 From Optics and Displays to Advanced Sensing and ProcessingMarket and Technology ReportYINTR25488 TABLE OF CONTENTSTABLE OF CONTENTSTABLE OF CONTENTS2AR/VR 2025 - From Optics and Displays to Advanced Sensing and Processing | Report | www.yolegroup.com4611131734353641424447505152545558616467697172737576778384• About the authors• Glossary• Companies cited• 3 Page Summary• Executive summary• ContextoScope of the reportoDefinitions• Market forecastso2020 – 2030 Smart eyewear and AR market (Mu)o2020 – 2030 AR micro displays and optics market forecast (Mu)o2020 – 2030 AR optics market forecast - Material breakdowno2020 – 2030 AR-related material usage forecast (kwpy)o2020 – 2030 VR headsets forecast (Mu)o2020 – 2030 VR microdisplays forecasto2020 – 2030 Sensing forecast o2020 -2030 Computing chips market forecast• Market trendsoMarket trends - AR•The promises AI makes to AR•AR ecosystems and markets – Geographic breakdown•AR adoption life cycle•Brands matter•Style matters•Distribution channel•Consumer AR roadmap•Taxonomy dependent price pointoMarket trends - VR•A glimpse at Meta’s pricing and positioning•VR products roadmap1/2huguodong@cmbchina.com 2025-05-13 00:22TABLE OF CONTENTSTABLE OF CONTENTSTABLE OF CONTENTS3AR/VR 2025 - From Optics and Displays to Advanced Sensing and Processing | Report | www.yolegroup.com87899192949596979899100101102108112115116117121126134144159174179187188189191192196199• Ecosystem and supply chainoIndustry newsoPlayers’ analysis•Meta and Google•Apple•Microsoft•MagicLeap•EssilorLuxottica•Qualcomm•Applied Materials•JBDoEcosystem and supply chain - AR •The map of the players – AR •AR-related investments•Waveguide optics manufacturingoEcosystem and supply chain - VR specific•The map of the players – VR •Apple Vision Pro’s supply chain• Technology trendsoTechnology trends – SensingoTechnology trends – AR•Technology trends – AR optics•Technology trends – AR microdisplaysoTechnology trends - VR •Technology trends - VR microdisplaysoTechnology trends – Synthesis•Segment dependent smart glasses cost and weight structures •AR - Breakthroughs by thematic roadmap• OutlookoComprehensive AR & VR roadmap (2020-2030)• Related products• Yole Group presentation2/2huguodong@cmbchina.com 2025-05-13 00:224AR/VR 2025 - From Optics and Displays to Advanced Sensing and Processing | Report | www.yolegroup.comABOUT THE AUTHORSClyde MIDELET, PhDExperience•8+ years in semiconductor industryAt Yole Group•MEMS & Sensing and microfluidicsEducation•PhD in electronic and microfluidics•Master’s degree in Solid state chemistrySenior Technology & Market Analyst, MEMS & SensingExperience•15+ years in semiconductor industryAt Yole Group•MEMS & sensing technologiesEducation•Engineering from ESIEE-Engineering Paris –microelectronics and microsystemsPierre-Marie VISSESenior Technology & Market Analyst MEMS & SensingExperience•3+ years in semiconductor industryAt Yole Group•Display (Mini