Global shipments of augmented reality (AR) devices are on track to reach 25.5 million units by 2030, driven by advances in AI technology and strategic product development from major brands, according to TrendForce. The firm is predicting a surprising growth trajectory for AR devices, with a compound annual growth rate (CAGR) of 67% from 2023 to 2030.
TrendForce also projects that LEDos technology will become the dominant display technology in the AR market, rising from an 18% market share in 2024 to 44% by 2030. Despite current challenges, such as improving luminous efficiency and achieving full-color displays, LEDos is expected to outpace OLEDos as the preferred technology for AR applications. As a result, OLEDos, which currently leads the market, is anticipated to see its share drop from 54% in 2024 to 25% by 2030 as LEDos technology matures. Although OLEDos offers benefits like high resolution and compatibility with both VR/MR and AR devices, it struggles with balancing brightness and color in AR applications, according to TrendForce.
LCOS (liquid crystal on silicon) technology, supported by investments from companies like Meta, is expected to maintain a stable market position, with its share growing from 12% in 2024 to 18% by 2030. However, its long-term viability is challenged by the miniaturization limits imposed by its design. TrendForce says, other technologies like LBS (laser beam scanning) and DLP (digital light processing) are projected to have minimal impact, with market shares remaining stable or declining due to various technological limitations and lack of brand support.
