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市場調查報告書
商品編碼
1776698
2032 年空間運算市場預測:按解決方案、技術、最終用戶和地區進行的全球分析Spatial Computing Market Forecasts to 2032 - Global Analysis By Solution, Technology, End User and By Geography |
根據 Stratistics MRC 的預測,全球空間計算市場規模預計在 2025 年達到 1,701.3 億美元,到 2032 年將達到 5,549.3 億美元,複合年成長率為 18.4%。
空間運算是指利用使電腦能夠感知周圍環境並與之互動的技術,將數位環境與實體環境融合。它融合了感測器網路、人工智慧 (AI)、混合實境(MR)、虛擬實境 (VR) 和擴增實境(AR) 等技術,以映射、解讀和操控現實世界的空間資料。這項技術允許用戶與3D數位內容交互,從而提升建築、醫療保健、製造和遊戲等行業的體驗。此外,空間運算正在彌合數位世界與物理世界之間的鴻溝,從而改變人們與機器及其環境的互動方式。
根據國際數據公司(IDC)的數據,預計 2024 年第二季全球 AR/ VR頭戴裝置的出貨量將下降 28.1% 至 110 萬台,但到 2025 年將激增 41.4%,從今年預計的 670 萬台增至 2028 年的 2,290 萬台。
擴大 MR 和 AR/VR 技術的應用
推動空間運算市場發展的主要因素之一是擴增實境(AR)、虛擬實境 (VR) 和混合實境(MR) 的大規模應用。這些身臨其境型技術允許使用者在空間環境中與數位內容互動,使虛擬與現實場景難以區分。此外,受消費者日益成長的興趣推動,蘋果、Meta 和微軟等領先的科技公司正在增加對身臨其境型遊戲、虛擬協作和身臨其境型零售體驗的投資。這些平台利用空間運算提供逼真的模擬和情境疊加,刺激了消費者和企業的需求。
昂貴的基礎設施和硬體
購買和維護複雜硬體和基礎設施的高成本是阻礙空間計算廣泛應用的最大障礙之一。諸如空間感測器(例如雷射雷達)、AR/ VR頭戴裝置以及空間感知運算系統等設備需要額外的組件,例如高性能處理器、攝影機和專用顯示器,這些組件價格昂貴。此外,製造業、醫療保健和國防等產業使用的企業級空間解決方案需要可靠的基礎設施,例如伺服器、雲端儲存和即時資料處理平台。許多消費者和中小企業無力承擔空間運算的高昂前期和持續成本,從而限制了市場擴張。
都市計畫與智慧城市發展
空間運算有可能徹底改變智慧城市和城市規劃的發展。透過結合3D空間數據、物聯網感測器和即時模擬,城市負責人可以監測污染程度、最佳化公共交通、模擬交通模式並創建更永續的基礎設施。政府可以使用全市數位孿生模型來模擬人群動態、基礎設施劣化和自然災害,然後再做出代價高昂的決策。例如,新加坡的「虛擬新加坡」計劃使用空間運算以3D對整個城市進行建模,從而促進城市規劃和政策制定的改進。此外,隨著越來越多的政府對智慧基礎設施的投資,空間運算很可能在打造更智慧、更安全、更具韌性的城市方面發揮重要作用。
技術快速淘汰
空間運算產業瞬息萬變,這得益於開發工具、軟體平台和硬體的不斷改進。這在促進創新的同時,也帶來了技術過時的風險。在對現有系統進行大量投資後,企業可能會發現其基礎設施在幾年內就過時了,需要進一步升級,並為此付出高昂的成本。開發人員和最終用戶都可能對變化的速度感到不知所措,難以跟上頻繁的更新、相容性問題和不斷變化的標準。系統在實現投資回報之前就過時的風險可能會阻礙長期投資,尤其是對於中小型企業而言。
新冠疫情加速了多個關鍵領域的應用,對空間運算市場產生了好壞參半但最終積極的影響。隨著維持社交距離和遠距辦公的普及,各行各業紛紛轉向AR、VR和數位雙胞胎等太空技術,以促進遠距培訓、遠端醫療和虛擬協作。在醫療保健行業,空間計算實現了手術規劃和遠距離診斷;而在製造和物流行業,AR輔助工作流程則促進了設備的監控和維護。雖然供應鏈中斷最初延遲了硬體的可用性,但疫情凸顯了空間運算在提升業務韌性方面的重要性,並刺激了該領域的長期投資和創新。
擴增實境(AR) 領域預計將成為預測期內最大的細分市場
擴增實境(AR) 是空間運算的基礎,它增強了使用者對物理環境的感知和互動。它廣泛應用於製造業、醫療保健、零售業和教育等眾多行業。 AR 的快速發展得益於智慧型手機和平板電腦的普及,以及 Apple Vision Pro 和 Microsoft HoloLens 等頭顯在企業級的應用。此外,擴增實境(AR) 也是太空運算生態系統進步的關鍵驅動力,它可以提高業務效率、減少錯誤並提升用戶參與度。
遊戲和娛樂領域預計將在預測期內實現最高複合年成長率
預計遊戲和娛樂領域將在預測期內呈現最高成長率。消費者對擴增實境 (AR)、虛擬實境 (VR) 和混合實境 ( MR) 技術帶來的沉浸式體驗的需求不斷成長,這推動了這一快速擴張。下一代遊戲環境,例如空間感知的多人生態系統和完全身臨其境型的3D 世界,都是由空間運算實現的。空間音訊的出現、 VR頭戴裝置的普及,以及 Apple Vision Pro、Sony PlayStation VR2 和 Meta 的 Horizon Worlds 等平台,都在改變人們與數位娛樂互動的方式。此外,隨著娛樂消費日益轉向身臨其境型和互動式形式,預計該市場將以比其他市場更快的速度成長和創新。
預計北美將在預測期內佔據最大的市場佔有率,這得益於大型科技公司的強大影響力、各行各業對新興技術的廣泛採用以及先進的技術基礎設施。蘋果、Meta、微軟和谷歌等總部位於該地區的公司正在大力投資太空運算應用,例如擴增實境/虛擬實境 (AR/VR)、數位雙胞胎和人工智慧驅動的類比。強大的政府和國防項目、大量的研發資金以及製造業、娛樂業和醫療保健業等產業的早期應用,都對該地區有利。此外,身臨其境型技術在遊戲、教育和智慧城市計畫中的應用日益增多,進一步鞏固了北美在空間運算領域的主導地位。
在預測期內,亞太地區預計將呈現最高的複合年成長率,這得益於工業化進程加快、數位轉型加速以及智慧基礎設施投資的增加。在中國、日本、韓國和印度等國家,AR/VR、人工智慧、物聯網和3D模擬等技術正在製造業、汽車業、醫療保健業和教育業等各行各業中積極應用。遊戲產業的擴張、智慧型手機普及率的提高以及政府推動工業4.0和智慧城市的計畫也推動了該地區的成長。此外,受區域科技巨頭和新興企業的崛起以及空間運算設備價格日益親民的推動,亞太地區正迅速成為空間運算創新和應用的中心。
According to Stratistics MRC, the Global Spatial Computing Market is accounted for $170.13 billion in 2025 and is expected to reach $554.93 billion by 2032 growing at a CAGR of 18.4% during the forecast period. The integration of digital and physical environments through technologies that allow computers to perceive and interact with their surroundings is known as spatial computing. It maps, interprets, and manipulates real-world spatial data by fusing aspects of sensor networks, artificial intelligence (AI), mixed reality (MR), virtual reality (VR), and augmented reality (AR). This technology improves experiences in industries like architecture, healthcare, manufacturing, and gaming by enabling users to interact with digital content in three dimensions. Moreover, spatial computing is transforming how people interact with machines and their environment by bridging the gap between the digital and physical worlds.
According to the International Data Corporation (IDC), worldwide shipments of AR/VR headsets dropped 28.1% to 1.1 million in Q2 2024, but are projected to surge by 41.4% in 2025, climbing from estimated 6.7 million units this year to 22.9 million by 2028.
Growing use of MR and AR/VR technologies
One of the main factors propelling the spatial computing market is the mass adoption of augmented reality (AR), virtual reality (VR), and mixed reality (MR). These immersive technologies make it possible for users to engage with digital content in a spatial setting, making it harder to distinguish between virtual and real-world settings. Moreover, large tech companies like Apple, Meta, and Microsoft have increasingly invested in immersive gaming, virtual collaboration, and immersive retail experiences due to growing consumer interest. Demand from the consumer and business sectors is increased by these platforms' use of spatial computing to provide realistic simulations and contextual overlays.
Expensive infrastructure and hardware
The high cost of purchasing and maintaining sophisticated hardware and infrastructure is one of the biggest obstacles to the broad use of spatial computing. Devices that require additional components like high-performance processors, cameras, and specialized displays, such as spatial sensors (like LiDAR), AR/VR headsets, and spatial-aware computing systems, can be costly. Furthermore, reliable infrastructure, such as servers, cloud storage, and real-time data processing platforms, is necessary for enterprise-grade spatial solutions, which are utilized in industries like manufacturing, healthcare, and defense. Many consumers and small and medium-sized businesses (SMEs) cannot afford the high upfront and ongoing costs of spatial computing, which restricts market expansion.
Growth into urban planning and smart cities
The development of smart cities and urban planning could be revolutionized by spatial computing. City planners can monitor pollution levels, optimize public transportation, model traffic patterns, and create more sustainable infrastructure by combining 3D spatial data, IoT sensors, and real-time simulations. Before making expensive decisions, governments can use digital twins of entire cities to model crowd dynamics, infrastructure deterioration, and natural disasters. For instance, Singapore's Virtual Singapore project models the entire city in three dimensions using spatial computing, which facilitates improved urban planning and policymaking. Additionally, spatial computing will play a major role in enabling smarter, safer, and more resilient cities as more governments make investments in smart infrastructure.
Rapid obsolescence of technology
The industry of spatial computing is changing quickly due to ongoing improvements in development tools, software platforms, and hardware. The risk of technological obsolescence is introduced, even though this encourages innovation. After making significant investments in existing systems, businesses may discover that their infrastructure is out of date in a few years and need to upgrade with more money. Both developers and end users may become overwhelmed by the rate of change, finding it difficult to stay up to date with frequent updates, compatibility problems, and changing standards. Due to the possibility that their systems will become outdated before they see a return on investment, this could discourage businesses, particularly small and medium-sized ones, from making long-term investments.
The COVID-19 pandemic accelerated adoption across several important sectors, which had a mixed but ultimately positive effect on the market for spatial computing. Industries have resorted to spatial technologies such as AR, VR, and digital twins to facilitate remote training, telemedicine, and virtual collaboration as physical distance and remote work have become commonplace. Spatial computing enabled surgical planning and remote diagnostics in the healthcare industry, and AR-assisted workflows in manufacturing and logistics made equipment monitoring and maintenance easier. Despite initial delays in hardware availability due to supply chain disruptions, the pandemic highlighted the importance of spatial computing in improving operational resilience, which spurred long-term investment and innovation in the field.
The augmented reality segment is expected to be the largest during the forecast period
The augmented reality segment is expected to account for the largest market share during the forecast period because it makes it possible to superimpose digital content in real time on the physical world, augmented reality (AR) is fundamental to spatial computing and improves user perception and interaction with physical environments. Numerous industries use it extensively, including manufacturing, healthcare, retail, and education. Rapid expansion has been fueled by AR's accessibility through smartphones and tablets as well as enterprise-level adoption through headsets like Apple Vision Pro and Microsoft HoloLens. Moreover, the primary driver of the spatial computing ecosystem's advancement is augmented reality (AR), which can increase operational efficiency, decrease errors, and boost user engagement.
The gaming & entertainment segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the gaming & entertainment segment is predicted to witness the highest growth rate. The increasing demand from consumers for immersive experiences enabled by AR, VR, and mixed reality technologies is driving this quick expansion. Next-generation gaming environments, such as spatially aware multiplayer ecosystems and fully immersive 3D worlds, are made possible by spatial computing. The emergence of spatial audio, the proliferation of VR headsets, and platforms such as Apple Vision Pro, Sony PlayStation VR2, and Meta's Horizon Worlds are all changing how people interact with digital entertainment. Additionally, this market is anticipated to grow and innovate at a faster rate than others as entertainment consumption moves more and more toward immersive and interactive formats.
During the forecast period, the North America region is expected to hold the largest market share, driven by its robust presence of large tech companies, high adoption of emerging technologies across industries, and sophisticated technological infrastructure. Large investments are being made in spatial computing applications like AR/VR, digital twins, and AI-driven simulation by companies with headquarters in the area, including Apple, Meta, Microsoft, and Google. Strong government and defense programs, significant R&D funding, and early adoption in sectors like manufacturing, entertainment, and healthcare are all advantageous to the region. Furthermore, the increasing application of immersive technologies in gaming, education, and smart city initiatives serves to further solidify North America's dominance in the field of spatial computing.
Over the forecast period, the Asia-Pacific region is anticipated to exhibit the highest CAGR, driven by growing industrialization, accelerating digital transformation, and rising investments in smart infrastructure. Technologies like AR/VR, AI, IoT, and 3D simulation are being actively adopted by nations like China, Japan, South Korea, and India in a variety of industries, including manufacturing, automotive, healthcare, and education. Growth is also being accelerated by the expanding gaming sector, growing smartphone adoption, and government programs promoting Industry 4.0 and smart cities. Additionally, the Asia-Pacific region is now the fastest-growing hub for spatial computing innovation and adoption due to the rise of regional tech giants and startups as well as the rising affordability of spatial computing devices.
Key players in the market
Some of the key players in Spatial Computing Market include Google LLC, ABB Ltd., Lenovo Group Limited, Cisco Systems, Inc., Apple Inc., HTC Corporation, Intel Corporation, Blippar Group Limited, Honeywell International Inc., Microsoft Corporation, Avegant Corporation, IBM Corporation, General Electric Company, Zappar Ltd., Huawei Technologies Co., Ltd., NVIDIA Corporation, Qualcomm Technologies Inc. and Seiko Epson Corporation.
In July 2025, ABB has signed a Memorandum of Understanding (MoU) with specialist US Company Paragon Energy Solutions to develop integrated Instrumentation, Control and Electrification solutions for the nuclear power industry in the United States. The collaboration will explore developing a single-vendor solution that covers both critical and non-critical areas of nuclear facilities, to support operations across existing plants and next generation small modular reactors (SMRs).
In March 2025, Google LLC announced it has signed a definitive agreement to acquire Wiz, Inc., for $32 billion, subject to closing adjustments, in an all-cash transaction. Once closed, Wiz will join Google Cloud. This acquisition represents an investment by Google Cloud to accelerate two large and growing trends in the AI era: improved cloud security and the ability to use multiple clouds (multicloud).
In January 2025, Lenovo Group Limited and Alat have announced the completion of the US$2 billion investment alongside reaching the strategic collaboration agreements that were initially. The deal has received shareholders' approval and all regulatory approvals required for completion. The strategic collaboration and investment will enable Lenovo to further accelerate its ongoing transformation, enhance its global presence, and increase geographic diversification of its manufacturing footprint.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.