研報 | 預計Meta AR新品推升2026年搭載LCoS產品佔比上升至13%

集邦化合物半導體

09/23

Sept. 19, 2025產業洞察根據TrendForce集邦諮詢最新調查，Meta近日發佈的首款量產AR裝置Meta Ray-Ban Display Glasses，採用了LCoS顯示技術，預期將可帶動LCoS顯示產品的市場佔比於2026年上升至13%。單片全綵的LEDoS則有望於2028年才迎來技術、成本的重大突破，在此之前，二者的競爭將更加激烈。根據《TrendForce 2025近眼顯示...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250923135227a43df298&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250923135227a43df298&s=b\">集邦化合物半導體</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999001077.SGD","symbol_name":"United International Growth Fund SGD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250923135227a43df298&s=b","article_id":"2569071769","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250923135227a43df298&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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Glasses，採用了LCoS顯示技術，預期將可帶動LCoS顯示產品的市場佔比於2026年上升至13%。單片全綵的LEDoS則有望於2028年才迎來技術、成本的重大突破，在此之前，二者的競爭將更加激烈。根據《TrendForce 2025近眼顯示市場趨勢與技術分析報告》，AI賦能助力信息提示類AR應用興起，預估2025年全球AR裝置出貨規模將年增9.1%，達到60萬台。TrendForce集邦諮詢表示，Meta的AR新品搭載單眼近眼顯示，可視角度(Field of View, FoV)為20度，確立了20-35度FoV即可滿足AI資訊輔助的需求。加上分辨率600 x 600、像素密度42 PPD (pixel per degree)，與亮度5,000 nits的產品規格，精準鎖定資訊提示類應用市場。Meta未選擇主流的單綠色LEDoS顯示技術結合光波導的技術路線，而是採用由 OmniVision(豪威)供應的LCoS全綵顯示屏，搭配Lumus的陣列光波導方案的原因為，LCoS具備技術成熟、可實現單片全綵、成本可控等優勢，平均功耗的表現也較優異，因此受Meta青睞。此舉除了將推升搭載LCoS顯示技術的產品市佔，也有機會提高這項技術的熱度，促使其他品牌投入資源。然而，LCoS在光機微縮、高亮度、高對比度仍面臨壓力，目前OmniVision、Himax Display(立景光電)、Avegant等LCoS 顯示與光引擎廠商皆在積極推動次世代顯示技術研發與產品迭代。另一方面，目前單片全綵LEDoS技術無論成本、工藝都亟待進一步優化。TrendForce集邦諮詢預期，通過QD色彩轉換技術、垂直堆疊或InGaN技術作出突破，2028年以後市場有望出現產品市場契合度(Product-Market Fit, PMF)值較高的全綵LEDoS產品，帶動市佔率於2030年上升至65%。在此之前，LCoS與LEDoS之間的競爭態勢將加劇。#Meta#Meta眼鏡#AR眼鏡#LCoS集邦化合物半導體整理關於集邦TrendForce集邦諮詢是一家全球高科技產業研究機構，研究領域涵蓋存儲器、AI服務器、集成電路與半導體、晶圓代工、顯示面板、LED、AR/VR、新能源（含太陽能光伏、儲能和電池）、AI機器人及汽車科技等前沿科技領域。憑藉多年深耕，集邦致力於為政企客户提供前瞻性的行業研究報告、產業分析、項目規劃評估、企業戰略諮詢及品牌整合營銷服務，是高科技領域值得信賴的決策夥伴。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}