AR/VR用FPD市場の長期予測を更新~専門調査レポート (全304頁) を発刊

Published December 18, 2023
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出典調査レポート Biannual AR/VR Display Technology and Market Report の詳細仕様・販売価格・一部実データ付き商品サンプル・WEB無料ご試読は こちらから お問い合わせください。

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冒頭部和訳

DSCCの Biannual AR/VR Display Technology and Market Report 最新版によると、2024年のAR/VRデバイス用FPD出荷数は1900万枚に到達する見通しである。LCDが約1300万枚の出荷で最大シェアを占めると見られる。Counterpoint Research傘下のDSCCは、SiOLED (別名Micro OLED) が初めて2位になると予測している。

DSCCのディスプレイ調査ディレクターであるDr. Guillaume Chansinは次のように述べている。「最新予測では来年の出荷数を以前の予測から大幅に引き下げた。その主な要因は、Sony PSVR2やMeta Quest 3など、2023年発売のVRヘッドセットの販売見込みが低いことである。両製品は好評を博しているものの、今のところ需要を押し上げるには至っていない。特に、PSVR2向けAMOLED出荷数は2022年に比べ、今年は50%近く減少している」

LCD Panels to Capture 67% Share of AR/VR Display Shipments in 2024

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Display shipments for AR/VR devices are only expected to reach 19M units in 2024, according to the latest update of DSCC's Biannual AR/VR Display Technology and Market Report. LCD will have the biggest share of shipments, with nearly 13M panels. DSCC, a Counterpoint Research Company, also expects that SiOLED (a.k.a. Micro OLED) will take second place for the first time.

According to DSCC Director of Display Research Dr. Guillaume Chansin, "The new estimate for next year’s shipments is significantly lower than what we previously forecasted. This is mostly due to lower sales expectations for VR headsets launched in 2023 such as the Sony PSVR2 and the Meta Quest 3. Despite getting favorable reviews, these headsets have so far failed to boost demand. In particular, AMOLED panel shipments for the PSVR2 are almost 50% lower this year, compared to shipments in 2022."

Source: DSCC’s Biannual AR/VR Display Technology and Market Report

The PSVR2 is currently the only headset using AMOLED for the primary displays. AMOLED offers high contrast, but pixel density on the PSVR2 is only 850 PPI, which is much lower than what can be achieved with LCD. With Apple adopting SiOLED for the Vision Pro, we can expect other brands will follow. However, the cost of SiOLED is still much higher than LCD and AMOLED panels.

Smaller and cheaper SiOLED displays are also commonly used in so-called Smart Viewers. These devices use AR see-through optics to overlap virtual screens with the real world. Several Chinese brands including XREAL, Lenovo, TCL and Rokid are now selling in the US for under $400.

Overall, demand for SiOLED displays is expected to grow quickly, eventually surpassing LCD demand after 2026. Samsung Display is investing in a production line for SiOLED while Chinese suppliers are also increasing capacity. Samsung Display also completed the acquisition of eMagin earlier this year for $218M. Although eMagin has a relatively small production capacity, eMagin’s IP includes a direct patterning technology that enables brightness levels above 15,000 nits on SiOLED displays.

For lightweight smart glasses, OEMs are still betting on MicroLED with diffractive waveguides. MicroLED displays can offer high brightness in a small package but manufacturing full color displays remains a challenge. This year, Jade Bird Display launched its full color MicroLED projector combining three monochrome displays. TCL and Meizu have already announced smart glasses with this projector. However, the Holy Grail for many is to implement full color on a single chip. Several tech giants, including Meta, Google and Snap, are developing full color MicroLED technology internally.

Source: DSCC’s Biannual AR/VR Display Technology and Market Report

Based on the revised shipment forecast, revenues for AR/VR displays will reach $5.9B in 2028. VR and Mixed Reality (passthrough AR) will still dominate over see-through AR, capturing 83% of display revenues.

DSCC, a Counterpoint Research Company, provides comprehensive display supply chain research. This latest report gives a full update on the progress in MicroLED and SiOLED. It also profiles key suppliers and their roadmaps. Market forecasts for both AR and VR are segmented by display types and show the technologies that will generate the most revenues.

出典調査レポート Biannual AR/VR Display Technology and Market Report の詳細仕様・販売価格・一部実データ付き商品サンプル・WEB無料ご試読は こちらから お問い合わせください。

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Written by

Dr. Guillaume Chansin

guillaume@displaysupplychain.com