Quarterly XR Display Technology and Market Report

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。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 (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2029年までの市場予測を含んでいます。

Executive Summary

• Highlights
• Recent Industry News, Q1 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
• Jade Bird Display (JBD)
• Saphlux
• Porotech
• Mojo Vision

OLED on Silicon (Micro-OLED)

• Micro-OLED Supply Chain for XR Applications
• Micro-OLED Demos at SID 2024
• Micro-OLED Capacity Increasing
• 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.