VR/MR Device Shipments to Skyrocket to 37 Million Units by 2030, OLEDoS and LCD Take Over

Virtual reality and mixed reality have been making waves in the entertainment and gaming sectors, offering users an immersive experience like never before. But as these technologies continue to evolve, one question remains: what will be the dominant display technology in the near-eye display market?

According to TrendForce’s latest report, OLEDoS is set to take the high-end VR/MR market by storm, with its technological share expected to rise to 23% by 2030. On the other hand, LCD will continue to hold the majority share in the mainstream market, accounting for 63% of near-eye displays.

Now, let’s break it down. VR/MR devices are essentially near-eye displays that provide an immersive experience using a single display. If the device emphasizes transparency and the integration of virtual and real-world applications, it falls into the category of AR devices. It’s important to note that VR/MR has already established a solid foundation in the entertainment and gaming sectors, and the introduction of Apple Vision Pro in 2024 is expected to open new avenues for VR/MR applications.

But what about the current challenges faced by VR/MR devices, such as high pricing and limited service content? Well, TrendForce predicts that these issues will improve over time, leading to a potential increase in VR/MR device shipments. In fact, they estimate that shipments could reach 37.3 million units by 2030, with a compound annual growth rate of 23% from 2023 to 2030.

So, what’s driving the dominance of OLEDoS in the high-end market? It all comes down to a collaboration between Sony and Apple on the Apple Vision Pro. This partnership has put the spotlight on OLEDoS and its ability to achieve higher luminous efficiency using CMOS and top-emitting OLED components. With a basic resolution of over 3,000 PPI, OLEDoS is pushing the boundaries of display technology.

However, it’s worth mentioning that the complexity of CMOS manufacturing and its lower yield rates result in high production costs for OLEDoS displays, which limits its penetration growth. Nevertheless, international companies like SeeYa and BOE, as well as Chinese manufacturers, are actively investing in the OLEDoS field. This is expected to drive the future expansion of this technology in the VR/MR device market, ultimately reducing costs and improving yield for CMOS technology.

On the other hand, LCD technology remains dominant in the mainstream near-eye display market, thanks to its cost-effectiveness. But as devices continue to strive for higher resolution and image quality, LCD products with their 1,200 PPI will face competition from other technologies. To stay competitive, companies like BOE are investing heavily in the application of LCD in near-eye displays, constantly updating and iterating display specifications in VR/MR devices.

While OLED is less competitive than OLEDoS in the high-end market and can’t match the cost-effectiveness of LCD products, it still has a place in the VR/MR market. However, its long-term penetration rate is limited due to its reliance on specific manufacturers. TrendForce estimates that the market share of OLED in the VR/MR market will remain between 13% and 15% from 2024 to 2030.

So, there you have it. OLEDoS is set to dominate the high-end VR/MR market, while LCD will continue to hold its ground in the mainstream market. As these technologies continue to evolve and improve, we can expect more exciting developments in the world of virtual and mixed reality.

Background Information

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About Apple: Apple Inc., known for its iconic products, was founded by Steve Jobs, Steve Wozniak, and Ronald Wayne in 1976. The company has since revolutionized the technology landscape with innovations like the Macintosh computer, iPod, iPhone, iPad, and more. Renowned for its emphasis on design, user experience, and ecosystem integration, Apple's devices and software have made a profound impact on various industries. With a commitment to quality and innovation, Apple remains a global technology leader.

  

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About Sony: Sony Corporation, a global conglomerate renowned for its diverse range of innovative consumer electronics and entertainment offerings, has also made significant strides in the realm of computer products. Leveraging its expertise in engineering and technology, Sony has introduced cutting-edge laptops, tablets, and accessories that blend sleek design with robust performance. These computer products bear the hallmark of Sony's commitment to quality and innovation, catering to both casual users and professionals seeking powerful computing solutions. With a history of pushing technological boundaries, Sony's computer products showcase its dedication to creating devices that seamlessly integrate into modern lifestyle

  

Technology Explained

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OLED: Organic light-emitting diode (OLED) technology is a cutting-edge display technology that has revolutionized the computer industry by producing superior image quality and superior energy efficiency. OLED technology works by using organic compounds to create an efficient and flexible light source. This type of technology has enabled thinner and lighter designs as well as improved color range and resolution. OLED technology is currently used in laptop displays and is increasingly used in televisions and mobile devices. Its benefits, such as relatively low power consumption and extraordinary brightness, give a more vivid and more powerful image even in dim areas. OLED technology has also improved computer performance, as its power efficiency passes on to other computer components and leads to extended battery life. OLED technology also features shorter response time and full color reproducibility, making it ideal for fast-paced action games.