XR（延展實境）硬體的演進

本報告考察了全球 XR（延展實境）硬體市場，概述了 XR 設備硬體技術、智慧眼鏡和VR頭戴裝置顯出貨量的趨勢和預測，並按外形規格進行了細分。

實際益處：

• 這將提供對構成 XR 設備的硬體技術的定性見解，從而能夠全面了解和比較市場上各種可用的選項。
• 在創新和新產品開發中，您可以識別出使 XR 產品脫穎而出的關鍵硬體技術。
• 此資源提供了關於擴增實境(AR) 和虛擬實境 (VR) 每種外形規格的當前市場規模、未來前景以及推動市場成長和收縮的因素的見解。

主要問題解答：

• 2026 年以後，XR 設備的硬體發展前景如何？
• 各種硬體技術（鏡頭、波導、顯示技術、處理單元、封裝）將如何影響VR頭戴裝置的廣泛應用？
• 在AR眼鏡和VR頭戴裝置的外形規格方面，目前有哪些成長趨勢？

研究亮點：

• 對XR設備硬體組件進行詳細的技術堆疊分析和比較。
• 關於光學系統（透鏡、波導、顯示技術）和計算系統（處理單元、封裝）的關鍵見解和權衡比較。
• 以外形規格的智慧眼鏡和VR頭戴裝置貨量預測

目錄

主要發現

主要預測

• 智慧眼鏡出貨量：以外形規格
• VR頭戴式顯示器出貨量：依外形規格

主要企業和生態系統

XR 設備的發展：以外形規格

技術棧的詳細說明

• 光學系統：透鏡
• 光學系統：波導
• 光學系統：顯示技術
• 計算系統：處理單元
• 計算系統：Pack

XR硬體發展展望

Actionable Benefits:

• Acquire qualitative knowledge of the hardware technology that makes up each Extended Reality (XR) device to get a holistic understanding and comparison of different options in the market.
• Identify key hardware technology that differentiates the XR products for innovation and new developments.
• Understand present day and forward-looking market size of the Augmented Reality (AR) and Virtual Reality (VR) form factors, and the driving factors behind the growth/ decline of the market.

Critical Questions Answered:

• What is the hardware evolution and outlook for XR devices from 2026 onward?
• How will the different hardware technology (lenses, waveguides, display technology, processing units, pucks) affect the adoption of VR headsets?
• What are the growing trends in terms of form factors for both AR glasses and VR headsets?

Research Highlights:

• A detailed analysis and comparison of technology stack deep dives into the hardware components of XR devices.
• Key insights and trade-off comparisons of optics (lenses, waveguides, display technology), compute (processing units, pucks).
• Key forecasts for smart glasses and VR headsets shipments by form factor.

Who Should Read This?

• Decision makers for those actively implementing AR and VR or looking to in the future, including network enablers, tech suppliers, and potential AR/VR customers.
• XR hardware manufacturers or innovation leaders looking to understand the different hardware technology options in the market.
• Product managers wanting to understand the advantages and disadvantages of choosing different technologies for their XR devices.

TABLE OF CONTENTS

Key Findings

Key Forecasts

• Smart Glasses Shipments by Form Factor
• VR HMDs Shipments by Form Factor

Key Companies and Ecosystem

Evolution of XR Devices by Form Factor

Technology Stack Deep Dive

• Optics - Lenses
• Optics - Waveguides
• Optics - Display Technology
• Compute - Processing Units
• Compute - Pucks

XR Hardware Evolution Outlook