AR Glasses Market to Surge 53x by 2030 Driven by Tech Advances

TrendForce, a leading market research firm, has released a report titled "2025 Near-Eye Display Market Trends and Technology Analysis," which provides insights into the future of the augmented reality (AR) glasses market. The report predicts that by 2025, the global shipment volume of AR glasses will reach 600,000 units. This growth is expected to be driven by the introduction of AR glasses prototypes by international brands and the anticipated release of Meta's Celeste product. Additionally, the price reduction of OLEDoS products is expected to further stimulate market demand.

The report also highlights the long-term growth potential of the information display AR market. By 2028, advancements in high-stage full-color AR technology are expected to reach maturity, leading to the introduction of more sophisticated products from international manufacturers. This technological progress is expected to boost the shipment volume to 32.1 million units by 2030. The market's growth momentum will be sustained by the increasing sophistication of AR technology and the entry of more refined products from major global players.

AI technology is playing a crucial role in shaping consumer expectations and market standards for AR glasses. The report notes that AI has enabled consumers to have a clearer vision of AR applications, which has helped the market to gradually form a consensus on specifications. For instance, brands are now requiring light engines to have a power consumption of less than 300mW, a volume of less than 1cc, and a weight of less than 3g. These requirements, while challenging for suppliers, are helping to standardize specifications across the industry. Currently, the mainstream panel sizes for LEDoS and LCoS are between 0.13 and 0.18 inches, with pixel densities exceeding 5,500. The resolution of LEDoS ranges from 640x480 to 720x720, while LCoS resolutions are mostly 720x720. These specifications are expected to become more standardized in the future to control costs and improve market penetration.

While standardization may limit brand differentiation and product iteration, it also helps to achieve economies of scale and reduce costs. This, in turn, makes AR glasses more accessible to consumers and encourages more potential users to enter the market, creating a positive feedback loop. Major players like Meta and Google are actively investing in the development of AR technology, accelerating the growth of the supply chain. Companies such as LUMUS, Goertek, JBD, Xreal, and Omnivision are expected to benefit from the market expansion and contribute to the development of a robust ecosystem. This ecosystem will be crucial in achieving the projected shipment volume of 32.1 million units by 2030.