研报 | 预计Meta AR新品推升2026年搭载LCoS产品占比上升至13%

集邦化合物半导体
Sep 23

Sept. 19, 2025产业洞察根据TrendForce集邦咨询最新调查,Meta近日发布的首款量产AR装置Meta Ray-Ban Display Glasses,采用了LCoS显示技术,预期将可带动LCoS显示产品的市场占比于2026年上升至13%。单片全彩的LEDoS则有望于2028年才迎来技术、成本的重大突破,在此之前,二者的竞争将更加激烈。根据《TrendForce 2025近眼显示...

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