According to the latest "2025 Near-Eye Display Market Trends and Technology Analysis" report by TrendForce, competition in AR glasses display technologies is heating up as brands like Meta, Apple, Amazon, and RayNeo continue to expand their presence. LEDoS (Micro LED on silicon) and LCoS display technologies are gaining traction, with their penetration rates projected to reach 37% and 7% respectively by 2025, further growing to 65% and 11% by 2030.

Chinese brands, as the primary drivers of AR glasses shipments, initially focused on entertainment applications where brightness specifications were less critical. As a result, OLEDoS—a mature and cost-effective solution—became the mainstream display technology. However, with industry advancements, AR glasses now demand higher brightness and light transmittance, prompting brands to shift resources away from entertainment-focused products. OLEDoS penetration is expected to peak at 53% in 2025 before gradually declining.

TrendForce notes that the short-term market for AI-assisted informational glasses is heating up. To align with industry trends and achieve rapid mass production, Chinese cloud service providers (CSPs), software platforms, and traditional consumer electronics brands are joining the LEDoS camp alongside existing AR players. Leveraging China's dominance in LEDoS R&D and production, these manufacturers are collaborating with supply chains to develop single-green LEDoS products, driving its penetration to 37% by 2025.

Additionally, companies are exploring full-color LEDoS, transitioning from hardware-centric iterations to software-hardware synergy. International brands, however, prioritize full-color LEDoS due to brand positioning and cost considerations, leading to longer development cycles. In the long run, mass production of full-color LEDoS products by Apple, Meta, and Google will further boost LEDoS adoption, pushing its penetration to 65% by 2030.

Meanwhile, LCoS—favored by Meta for its maturity, cost efficiency, and superior power performance at average pixel brightness (APL)—is expected to reach 7% penetration by 2025, supported by shipments of Meta Ray-Ban Display Glasses. However, challenges remain in miniaturization, high brightness, and contrast. With Chinese brands heavily invested in LEDoS and lacking advantages in LCoS, its growth is projected to slow, reaching 11% by 2030.