Biannual Augmented and Virtual Reality Display Technologies and Market Report

Displays will play a vital role in Augmented Reality (AR) and Virtual Reality (VR) headsets. As major OEMs prepare to launch new flagship AR/VR devices, the display manufacturers are developing the technologies to increase brightness, contrast and resolution. This new report covers all the display categories, including LCD, AMOLED, LCoS, DLP, laser beam scanning, MicroLED and OLED on Silicon, and gives details on the key suppliers and their roadmaps. A description of the various optical configurations and waveguide types is included. Market forecasts for both AR and VR are segmented by display types and show the technologies that will generate the most revenues.

This reports focuses on AR/VR headsets for the Consumer and Enterprise markets. Military applications are not covered in the forecasts. AR implies the ability to see the real world, whereas VR provides full immersion in a virtual environment. Although some companies also use the term Mixed Reality (MR), the distinction with AR is not well defined and is interpreted differently by various groups. In this report, AR is a broad category that also includes MR. The report gives a complete picture of the various display technologies and associated optics for AR/VR. It profiles the key players and includes market forecasts for each display technology until 2027.

Table of Contents:

• Executive Summary
  • Recent Investments and Acquisitions
  • CAGR for AR/VR Headsets
  • Overview of Display Supply Chain for Major Products
  • Key Trends in VR
  • Key Trends in AR
• Leading Brands and Headsets
  • Apple's Future Headset
  • VR Headsets
    • Meta
    • Sony
    • Samsung
    • HP
    • Valve
    • HTC
    • DPVR
    • Pico (ByteDance)
    • Pimax
    • Lenovo
    • Arpara
    • Panasonic Shiftall
      
  • Passthrough AR
    • Varjo
    • Lynx
    • Canon
  • See-through AR
    • Microsoft HoloLens
    • Magic Leap
    • Snap
    • Rokid
    • Vuzix
    • Oppo
    • Xiaomi
    • TCL
    • Nreal
      
    • Lenovo
    • Google
      
    • Epson
    • Tooz
    • ActiveLook
• Optics in AR/VR Headsets
  • Optics for VR
    • Fresnel Lenses
    • Pancake Optics
    • Video Passthrough AR
  • Optical Combiners for See-through AR
    • Diffractive Waveguides (SRG, HOE)
    • Reflective Waveguides
      
    • Free-space Combiners and Birdbath Optics
    • Retinal Imaging
• Display Technologies
  • Flat Panel Displays
    • TFT-LCD
    • MiniLED
    • Dual Cell LCD
    • TFT-OLED (AMOLED)
    • Suppliers: Japan Display, AUO, Samsung Display, LG Display, BOE
  • Microdisplays
    • LCD Microdisplays
    • LCoS
    • DLP
    • OLED on Silicon
    • MicroLED
    • EL Quantum Dots
    • Suppliers: Kopin, Texas Instruments, CP, eMagin, Microoled, JBD
  • Laser Beam Scanning
• Challenges Specific to AR/VR Displays
  • Screen Door Effect
  • Vergence Accommodation Conflict
  • Foveated Rendering
  • Frame Rate and Duty Cycle
  • Brightness and Contrast
  • Hard Occlusion
  • Cone Angle
• Key Suppliers and Technology Roadmaps
  • Japan Display
  • Sony
  • Kopin
  • eMagin
  • Seeya
  • Lakeside
  • BOE
  • Innolux
  • INT Tech
  • Jade Bird Display
  • Plessey Semiconductors
  • Nanosys / Glo
  • MICLEDI Microdisplays
  • Aledia
  • Compound Photonics
  • Avegant
  • ST Microelectronics
  • ams OSRAM
  • Bosch
  • TriLite
• Micro OLED Capacity and Investment
  • Definition of “Micro OLED”
  • Capacity Outside China
  • Overview of Micro OLED Fabs in China
  • BOE Kunming (BMOT)
  • Seeya
  • Sidtek
  • Lakeside Optical
  • Other fabs in China
• Forecasts
  • Growth Drivers and Obstacles
  • Shipment Forecast for VR Headsets
  • Shipment and Revenue Forecasts for VR Displays
  • Shipment Forecast for AR Glasses
  • Shipment and Revenue Forecasts for AR Displays
  • Forecasts by Technology