Biannual AR/VR Display Technology and Market Report [2024年12月発刊]

ディスプレイはAR/VRヘッドセットで重要な役割を果たします。主要OEM各社は旗艦製品となるAR/VR機器の発売準備を進めており、ディスプレイメーカーは明るさ、コントラスト、解像度を向上させる技術の開発に取り組んでいます。この新レポートは、LCD、AMOLED、LCoS、DLP、レーザービームスキャン、MicroLED、OLED on Siliconを含むすべてのディスプレイカテゴリを対象とし、主要サプライヤーとそのロードマップの詳細情報を提供します。また、さまざまな光学構成と導波路タイプについても解説しています。ARとVRの両市場の予測はディスプレイタイプごとにセグメント化されており、最も多くの収益を生み出すと見られるテクノロジーを提示します。

本レポートは消費者および企業市場向けのAR/VRヘッドセットに焦点を当てています。軍事用は予測に含まれていません。ARが現実世界を見る能力を意味する一方で、VRは仮想環境への完全な没入を提供します。複合現実 (MR) という用語を使用している企業もありますが、ARとの区別は明確に定義されておらず、解釈はグループによって異なります。本レポートでは、ARをMRも含む広範なカテゴリとしています。本レポートでは、AR/VRのさまざまなディスプレイ技術と、関連する光学系の全体像を示しています。主要プレーヤーのプロフィールと、各ディスプレイ技術の2027年までの市場予測を含んでいます。

第1章 Introduction and Executive Summary

第2章 Leading Brands and Headsets: VR and Passthrough AR
- Apple Vision Pro
- Meta’s Headsets and Product Roadmap
- Sony PlayStation VR
- Other VR Headsets

第3章 Leading Brands and Headsets: See-through AR
- With Diffractive Waveguides
- Smart Viewers
- Basic AR (Connected Glasses)

第4章 Optics in AR/VR Headsets
Optics for VR
- Fresnel and Hybrid Lenses
- Pancake Optics
- Limbak
Optical Combiners for See-Through AR
- Diffractive Waveguides with SRG
- SRG Patterning Methods
- Holographic Waveguides
- Reflective Waveguides
- Free-Space Combiners
- Retinal Imaging

第5章 Display Technologies
FPD
- TFT-LCD (LTPS and LTPO)
- MiniLED and Laser LCD
- TFT-OLED (AMOLED)
Microdisplays and Light Engines
- LCD and LCoS
- DLP
- OLED on Silicon (Micro OLED)
- MicroLED
- ELQD
- Laser Beam Scanning

第6章 Challenges Specific to AR/VR Displays
- Screen Door Effect
- Vergence Accommodation Conflict
- Foveated Rendering
- Frame Rate and Duty Cycle
- Brightness and Contrast
- Hard Occlusion
- Cone Angle

第7章 Micro OLED Capacity and Investment
- Fab Schedule and Capacity
- Performance Requirements
- Backplane Design
- WOLED with ColorFilters
- Tandem Stack
- Direct RGB Patterning
- Microlens Array

第8章 MicroLED Technology
- Monolithic Integration
- Wafer Hybridization
- Sapphire vs. Silicon Wafers
- CMOS Backplanes
- Wafer Mismatch
- Micro Optics
- Combining Monochrome Displays
- Full ColorDisplays

第9章 Key Suppliers and Technology Roadmaps
- Japan Display
- Innolux
- TCL CSOT
- BOE
- Sony
- SeeYa
- Sidtek
- eMagin (Samsung Display)
- Kopinand Lightning Silicon
- Lakeside
- QingYue
- GZOT
- OLighTEK
- INT Tech
- Metaways
- Jade Bird Display
- Saphlux
- Foxconn / Sharp
- MICLEDI Microdisplays
- Plessey Semiconductors
- VueReal
- Porotech
- Mojo Vision
- NewSightReality
- Avegant
- ST Microelectronics
- amsOSRAM
- Bosch
- TriLite
- OQmented
- SwavePhotonics

第10章 Forecasts
- Shipment Forecast for VR Headsets
- Shipment and Revenue Forecasts for VR Displays
- Shipment Forecast for AR Glasses
- Shipment and Revenue Forecasts for AR Displays

Guillaume was previously Senior Product Line Manager at Plessey Semiconductors where he managed customer projects integrating microLED displays into AR/VR headsets. He led market research activities to position Plessey’s new product lines and understand the competitive landscape. In this role he worked closely with the Business Development and Marketing teams to promote the benefits of monolithic GaN-on-Si for microdisplays.

He first started working in display technology when he joined Plastic Logic (now FlexEnable) as an engineer to develop the first flexible e-paper display. That’s when he attended Display Week for the first time and became fascinated by this industry. After Plastic Logic, he became an analyst for IDTechEx and covered the progress of OLED and quantum dot displays, as well as the emerging sensors and haptics integrated in flat panels. He spoke at several international conference on printed and flexible electronics and regularly travelled to the USA, Japan, Korea and France to visit suppliers. In 2018 he started Irimitech, and independent consultancy on emerging materials and devices.

Guillaume has a Master’s degree in Physics Engineering from INSA Toulouse and a PhD from Imperial College London. His PhD thesis was on single-molecule optical sensing with solid-state nanopores.