Quarterly XR Display Shipments and Forecast Report

ディスプレイは拡張現実 (AR) グラスや仮想現実 (VR) および複合現実 (MR) ヘッドセットを含むXRデバイスにおいて重要な役割を果たします。FPDメーカー各社は輝度、コントラスト、解像度の向上に向けた技術開発に取り組んでいます。本レポートは、サプライチェーンの詳細情報と、LCD、AMOLED、LCoS、DLP、レーザービームスキャン、MicroLED、OLED on Silicon (Micro-OLED) など技術別のFPD出荷数および出荷額を提供しています。また、2029年までの各FPD技術の予測を含む市場展望も掲載しています。

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示唆する一方、VRは仮想環境への完全な没入を示唆します。本レポートではシースルーARとビデオパススルーARを区別しています。現在、ビデオパススルーARを複合現実 (Mixed Reality, MR) という用語で表現している企業もあります。本レポートでは、AR/VRに関するさまざまなFPD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FPD技術の2029年までの市場予測を含んでいます。

Executive Summary

• Highlights
• Recent Industry News, Q2 2025
• What is AR, VR, MR?
• Device Types and Display Technologies
• Changes to Our XR Device Shipment Forecast
• XR Display Forecast Overview
• XR Display Forecast by Technology

VR and MR Displays

• Shipment Forecast: VR and MR Headsets
• Display Panels for VR and MR
• Supply Chain of Major Products (VR)
• Panel Shipments by Top Selling Model
• VR Brands Have Adopted Advanced Display Technologies
• TFT-LCD with LTPO Backplane
• Apple Vision Pro with Micro-OLED
• Apple Considers AMOLED for Future Headset
• Meta Standalone Headsets
• Meta Quest Headsets – Cost Analysis
• Meta: Product Roadmap
• Sony PSVR2
• Varjo XR-4 with 4K MiniLED LCD

AR Displays

• Shipment Forecast: AR Glasses
• Display Panels for AR
• Supply Chain of Major Products (AR)
• Comparison of Different Microdisplay Technologies
• OLED on Silicon and Birdbath Optics
• MicroLED with Diffractive Waveguides
• Meta’s Current View on MicroLED
• Meta Has Unveiled Orion Smart Glasses
• MicroLED Landscape for AR
• How to Make Full-color MicroLED Displays?
• Full-color MicroLED Demos
• Sony at SID 2025
• Jade Bird Display (JBD)
• Saphlux
• Porotech
• Mojo Vision

OLED on Silicon (Micro-OLED)

• Micro-OLED with RGB Side-by-Side
• Micro-OLED Backplane Cost Challenges
• Micro-OLED Supply Chain for XR Applications
• Micro-OLED Capacity in China
• SeeYa
• BOE
• Sidtek
• Micro-OLED Capacity Outside China

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.