AR/VR 2025：从光学和显示到高级传感和处理市场和技术报告

Market and Technology Report TABLE OF CONTENTSTABLE OF CONTENTSTABLE OF CONTENTS1/2 46111317343536414244475051525455•About the authors•Glossary•Companies cited•3 Page Summary•Executive summary•ContextoScope of the reportoDefinitions•Market forecastso2020–2030 Smart eyewear and AR market (Mu)o2020–2030 AR micro displays and optics marketforecast (Mu)o2020–2030 AR optics market forecast-Materialbreakdowno2020–2030 AR-related material usage forecast(kwpy)o2020–2030 VR headsets forecast (Mu)o2020–2030 VRmicrodisplaysforecasto2020–2030 Sensing forecasto2020-2030 Computing chips market forecast 58•Market trends 6467697172737576•The promises AI makes to AR•AR ecosystems and markets–Geographicbreakdown•AR adoption life cycle•Brands matter•Style matters•Distribution channel•Consumer AR roadmap•Taxonomy dependent price point 8384•A glimpse at Meta’s pricing and positioning•VR products roadmap TABLE OF CONTENTSTABLE OF CONTENTSTABLE OF CONTENTS2/2 121126134144159174179187188189191192196199•Technology trendsoTechnology trends–SensingoTechnology trends–AR•Technology trends–AR optics•Technology trends–ARmicrodisplaysoTechnology trends-VR•Technology trends-VRmicrodisplaysoTechnology trends–Synthesis•Segment dependent smart glasses cost andweight structures•AR-Breakthroughs by thematic roadmap•OutlookoComprehensive AR & VR roadmap (2020-2030)•Related products•Yole Group presentation 101oEcosystem and supply chain-AR 102108112•The map of the players–AR•AR-related investments•Waveguide optics manufacturing 115oEcosystem and supply chain-VR specific 116117•The map of the players–VR•Apple Vision Pro’s supply chain ABOUT THE AUTHORS Senior Technology & MarketAnalyst,MEMS & Sensing RaphaëlMERMET-LYAUDOZ,PhD ClydeMIDELET,PhD Experience•3+ years in semiconductor industry Experience•8+ years in semiconductor industry At YoleGroup•MEMS & Sensing and microfluidicsEducation•PhD in electronic and microfluidics•Master’s degree in Solid state chemistry AtYoleGroup•Display (MiniLED, MicroLED), AR–VR-MREducation•PhD innanophotonics•Engineering degree in physics and optics Pierre-MarieVISSESenior Technology & Market AnalystMEMS &Sensing Experience•15+ years in semiconductor industry At YoleGroup•MEMS & sensing technologiesEducation•Engineering from ESIEE-Engineering Paris–microelectronics and microsystems ABOUT THE AUTHORS FlorianDOMENGIE,PhD Senior Technology & MarketAnalyst, Imaging AxelCLOUET,PhD Experience Experience•8+ years in semiconductor industry AtYoleGroup•Imaging, with a focus on non-visible technologiesEducation•PhD in micro and nanoelectronics•MSc. in physics, electronics and material engineering •15+ years in semiconductor industryAtYoleGroup•Imaging, from manufacturing to applicationsEducation•PhD in micro and nanoelectronics, Grenoble University•M.Sc in physics, electronics and material engineering, INSAToulouse Senior Technology & Market Analyst,Computing & Software Technology & Market Analyst,Computing & Software AdrienSANCHEZ HugoANTOINE Experience•1+ years in AI and software Experience•5+ years in computing, AI and software AtYoleGroup•Computing, AI and softwareEducation•Dual-degree program in innovation management•AI specialization•Master degree in microelectronics and computing AtYoleGroup•Computing, AI and softwareEducation •M.Scin computer science with AI specialization•Master degree in engineering•Dual-degree program in innovation management GLOSSARY LBS : Laser Beam ScanningLCD : Liquid Crystal DisplayLCoS : Liquid Crystal on SiliconLLM : Large Language ModelMEMS : Micro-Electro-Mechanical SystemsNIL : Nano-imprint LithographyNIR : Near InfraredOEM : Original Equipment ManufacturerPIN : P-type / Intrinsic / N-type DiodePMIC: Power Management Integrated CircuitPPD : Pixel per DegreePVG : Polarization Volume GratingROE : Reflective Optical ElementSLM : Spatial Light ModulatorSPAD : Single-Photon Avalanche DiodeSRG : Surface Relief GratingToF : Time of Flight VAC : Vergence Accommodation ConflictVHG : Volume Holographic GratingVR : Virtual RealityWG : Waveguide AI : Artificial IntelligenceALS : Ambient Light SensorAPD : Avalanche PhotodiodeAPU : Application Processing UnitAR : Augmented RealityAVP : Apple Vision ProBLU : Backlight UnitBOM : Bill of MaterialsCMOS : Complementary Metal-Oxide-SemiconductorCPU : Central Processing UnitDLP : Digital Light ProcessingDOE : Diffractive Optical ElementDoF : Degree of FreedomEMG : ElectromyographyFoV : Field of ViewHOE : Holographic Optical ElementIMU : Inertial Measurement Unit IDENTITY CARDWhat will you find in this report? Quick summaryThis report provides an in-depth Systemstracked Markets analysis of Augmented Reality (AR) andVirtual Reality (VR) applications inheadsets, with a specific emphasis ondisplay and optical technologies butalso adding views on computing andsensing means Augmented Reality glassesSmart eyewearVirtual Reality headsetsAugmented Realityheadsets APUEvent-based3D imagingMEMSCISIMUe-compassMicrophone LC