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市場調查報告書
商品編碼
1840137
2025年AR/VR晶片全球市場報告AR/VR Chip Global Market Report 2025 |
近年來,AR/VR晶片市場規模迅速擴張,從2024年的39.6億美元成長至2025年的47.4億美元,複合年成長率達19.7%。這段時期的成長可歸因於擴增實境(AR) 和虛擬實境 (VR) 應用的普及、圖形處理單元 (GPU) 技術的進步、遊戲和娛樂產業的蓬勃發展、AR/VR 在醫療保健和教育領域的日益普及,以及對AR/VR設備高效能運算的需求。
預計未來幾年AR/VR晶片市場將快速成長,到2029年將達到95.9億美元,複合年成長率為19.3%。預測期內的成長可歸因於擴增實境眼鏡和頭戴式設備的擴展、AR/VR在企業和工業應用中的整合、採用5G技術增強AR/VR體驗、對緊湊型和節能型AR/VR晶片日益成長的需求,以及擴增實境(XR) 和混合實境(MR) 應用的成長。預測期內的主要趨勢包括人工智慧驅動的AR/VR體驗的發展、邊緣運算在即時AR/VR處理中的應用、AR/VR晶片與智慧眼鏡和穿戴式設備的整合,以及AR/VR設備中對觸覺回饋和感覺的日益重視和整合。
AR/VR晶片是一種半導體裝置,旨在促進用戶在數位環境中的互動,同時提供與現實世界無縫融合的沉浸式體驗。 AR/VR晶片能夠將數位資訊即時融入使用者周圍環境,進而增強實體環境和擴增實境環境之間的操控和互動。
AR/VR 晶片的主要晶片類型包括處理器積體電路 (ICS)、使用者介面積體電路 (ICS) 和電源管理積體電路 (ICS)。處理器積體電路 (ICS) 可用作電腦記憶體、微控制器、振盪器、定時器、計數器、邏輯閘和處理器。這些積體電路通常由數百萬到數十億個電晶體、電容器、邏輯閘和其他元件串聯組成,形成先進的數位電路。處理器積體電路對於延長電池壽命、高精度感測和無線連接至關重要。各種類型的設備都使用 AR/VR 晶片,包括頭戴式顯示器、手勢追蹤設備、投影機、顯示牆、平視顯示器和手持設備。這些應用涵蓋遊戲、娛樂、媒體、航太和國防、醫療保健和其他終端產業等多個領域。
2025年春季美國突然提高關稅以及由此引發的貿易摩擦對資訊科技產業產生了重大影響,尤其是硬體製造、資料基礎設施和軟體部署。對進口半導體、電路基板和網路設備徵收更高的關稅,並推高了高科技公司、雲端服務供應商和資料中心的生產和營運成本。在全球範圍內採購筆記型電腦、伺服器和消費電子產品零件的公司面臨更長的前置作業時間和價格壓力。同時,對專業軟體徵收的關稅以及主要國際市場的報復性措施擾亂了全球IT供應鏈,減少了海外對美國製造技術的需求。作為應對措施,該行業正在增加對國內晶片生產的投資,擴大供應商網路,並利用人工智慧驅動的自動化來提高彈性並更有效地管理成本。
AR/VR 晶片市場研究報告是商業研究公司最新報告系列的一部分,該系列提供 AR/VR 晶片市場統計數據,例如全球市場規模、區域佔有率、競爭對手的 AR/VR 晶片市場佔有率、詳細的 AR/VR 晶片細分市場、市場趨勢以及 AR/VR 晶片行業的商機。這份異常檢測市場研究報告提供了全面的展望,並對產業現狀和未來狀況進行了詳細分析。
我們預測未來五年該市場將成長19.3%,較先前預測略有下降1.0%。這一下降主要源自於美國與其他國家之間關稅的影響。這可能會直接影響美國,因為美國將對台灣和韓國生產的專用晶片徵收更高的進口關稅,從而增加AR/VR硬體的製造成本,導致產品發布延遲,並降低其在全球市場的競爭力。此外,由於互惠關稅以及貿易緊張局勢和限制措施加劇對全球經濟和貿易的負面影響,其影響也將更加廣泛。
行動裝置的廣泛採用預計將在未來幾年推動 AR/VR 晶片市場的成長。行動裝置是小巧、輕巧、便攜的平板電腦和類似的小工具,易於隨身攜帶。資料儲存、運算和顯示技術的進步使行動裝置能夠執行幾乎所有曾經僅限於大型個人電腦的任務。智慧型手機內建的 AR/VR 晶片可實現身臨其境的虛擬實境和擴增實境遊戲體驗,讓使用者能夠用手與周圍環境互動。例如,美國軟體公司 G2.Com Inc. 在 2024 年 1 月發布的報告顯示,到 2023 年,全球 86% 的人口將使用智慧型手機,到 2022 年,智慧型手機將貢獻 59% 的網路流量。此外,到 2021 年,90% 的行動使用時間將花在應用程式上,雖然智慧型手機占美國數位媒體消費的 70%,但 17% 的低收入人群和老年人仍然依賴功能手機。
擴增實境(AR) 技術在醫療保健產業的日益普及預計將推動 AR/VR 晶片市場的發展。醫療保健領域的 AR 應用透過將電腦生成的圖像疊加到現實世界來增強手術過程,從而提高手術的精確度、個人化程度和患者照護。 Immersive Touch 於 2022 年 3 月宣布與梅奧診所的合作,正是這一趨勢的縮影。該公司創新的 AR 平台為外科醫生提供 3D全像X光視覺,為整形外科手術賦能。 AR 在醫療保健領域的應用激增,預示著 AR/VR 晶片市場將迎來光明的成長前景。
技術進步是推動 AR/VR 晶片市場發展的關鍵趨勢,該領域的主要企業正專注於創新以保持其市場地位。例如,2023 年 9 月,美國半導體公司 Qualcomm Technologies Inc. 宣布了其 XR 和 AR 平台的最新晶片:專為虛擬實境 (VR) 和混合實境設備設計的 Snapdragon XR2 Gen 2,以及專為智慧眼鏡設計的 AR1 Gen 1。這些新晶片可提供 2.5 倍的 GPU 效能和 8 倍的 AI 功能,提供更身臨其境的混合實境和虛擬實境體驗。此外,Snapdragon AR1 Gen 1 平台將透過即時 AI 功能(例如視覺搜尋和免持直播)增強智慧眼鏡。這些與 Meta 合作開發的進步將於 2023 年推出,並將透過提供更強大、更輕和更方便用戶使用的解決方案徹底改變 XR 和 AR 設備。
AR/VR 晶片市場涵蓋 AR 系統(由顯示器、感測器和嵌入式電子設備組成)和 VR 技術(由手勢姿態辨識系統、感測器和嵌入式電子設備組成)的銷售。該市場的價值是指“出廠價”,即產品製造商或創造者向其他營業單位(包括下游製造商、批發商、經銷商和零售商)或直接向最終客戶銷售的產品價值。該市場的產品價值還包括產品創造者銷售的任何相關服務。
An AR/VR chip is a semiconductor device designed to facilitate user interactions within a digital environment while providing an immersive experience that integrates seamlessly with the real world. It enables real-time incorporation of digital information into the user's surroundings, allowing for enhanced manipulation and interaction between the physical and augmented environments.
The primary types of chips within an AR/VR chip include processor ICS, user interface ICS, and power management ICS. Processor ICs function as computer memory, microcontrollers, oscillators, timers, counters, logic gates, or processors. These integrated circuits typically consist of millions or billions of transistors, capacitors, logic gates, and other components arranged in a series to form advanced digital circuits. Processor ICs are crucial for achieving long battery life, high-accuracy sensing, and wireless connectivity. Various device types leverage AR/VR chips, including head-mounted displays, gesture tracking devices, projectors, and display walls, head-up displays, and handheld devices. These applications find use in diverse sectors such as gaming, entertainment and media, aerospace and defense, healthcare, and other end-user industries.
Note that the outlook for this market is being affected by rapid changes in trade relations and tariffs globally. The report will be updated prior to delivery to reflect the latest status, including revised forecasts and quantified impact analysis. The report's Recommendations and Conclusions sections will be updated to give strategies for entities dealing with the fast-moving international environment.
The sharp rise in U.S. tariffs and the ensuing trade tensions in spring 2025 are having a significant impact on the information technology sector, especially in hardware manufacturing, data infrastructure, and software deployment. Increased duties on imported semiconductors, circuit boards, and networking equipment have driven up production and operating costs for tech companies, cloud service providers, and data centers. Firms that depend on globally sourced components for laptops, servers, and consumer electronics are grappling with extended lead times and mounting pricing pressures. At the same time, tariffs on specialized software and retaliatory actions by key international markets have disrupted global IT supply chains and dampened foreign demand for U.S.-made technologies. In response, the sector is ramping up investments in domestic chip production, broadening its supplier network, and leveraging AI-powered automation to improve resilience and manage costs more effectively.
The AR/VR chip market research report is one of a series of new reports from The Business Research Company that provides AR/VR chip market statistics, including AR/VR chip industry global market size, regional shares, competitors with an AR/VR chip market share, detailed AR/VR chip market segments, market trends and opportunities, and any further data you may need to thrive in the AR/VR chip industry. This anomaly detection market research report delivers a complete perspective of everything you need, with an in-depth analysis of the current and future scenarios of the industry.
The ar/vr chip market size has grown rapidly in recent years. It will grow from $3.96 billion in 2024 to $4.74 billion in 2025 at a compound annual growth rate (CAGR) of 19.7%. The growth in the historic period can be attributed to proliferation of augmented reality (AR) and virtual reality (VR) applications, advances in graphics processing unit (GPU) technologies, growth in gaming and entertainment industries, increased adoption of AR/VR in healthcare and education, demand for high-performance computing in AR/VR devices.
The ar/vr chip market size is expected to see rapid growth in the next few years. It will grow to $9.59 billion in 2029 at a compound annual growth rate (CAGR) of 19.3%. The growth in the forecast period can be attributed to expansion of augmented reality glasses and headsets, integration of AR/VR in enterprise and industrial applications, adoption of 5g technology for enhanced AR/VR experiences, increased demand for compact and power-efficient AR/VR chips, growth in extended reality (XR) and mixed reality (MR) applications. Major trends in the forecast period include development of ai-powered AR/VR experiences, use of edge computing for real-time AR/VR processing, integration of AR/VR chips in smart glasses and wearables, emphasis on haptic feedback and sensory, integration in AR/VR devices.
The forecast of 19.3% growth over the next five years reflects a modest reduction of 1.0% from the previous estimate for this market. This reduction is primarily due to the impact of tariffs between the US and other countries. This is likely to directly affect the US by increasing production costs for AR/VR hardware due to higher import tariffs on specialized chips manufactured in Taiwan and South Korea, leading to delayed product launches and reduced competitiveness in the global market. The effect will also be felt more widely due to reciprocal tariffs and the negative effect on the global economy and trade due to increased trade tensions and restrictions.
The widespread adoption of mobile devices is expected to drive the growth of the AR/VR chip market in the coming years. A mobile device is a portable tablet or similar gadget that is compact and lightweight, allowing for easy portability. With advancements in data storage, computing, and display technology, mobile devices can now perform nearly all tasks that were once limited to larger personal computers. AR/VR chips embedded in smartphones enable highly immersive virtual and augmented reality gaming experiences, allowing users to interact with their surroundings using their own hands. For instance, in January 2024, a report by G2.Com Inc., a US-based software company, revealed that 86% of the global population used smartphones in 2023, contributing to 59% of web traffic in 2022. Additionally, 90% of mobile time was spent on apps in 2021, with smartphones accounting for 70% of digital media usage in the U.S., although 17% of lower-income and older Americans still relied on feature phones.
The healthcare industry's increasing utilization of augmented reality (AR) technology is anticipated to propel the AR/VR chip market. AR applications in healthcare augment surgical procedures by overlaying computer-generated images onto the real world, elevating precision, personalization, and patient care. Immersive Touch's collaboration with Mayo Clinic, announced in March 2022, exemplifies this trend. Their innovative AR platform offers surgeons 3D holographic X-ray visions, empowering them in orthopedic surgeries. The surge in AR's adoption within healthcare indicates a promising trajectory for the growth of the AR/VR chip market.
Technological advancement is a key trend gaining traction in the AR/VR chip market, with major companies in the sector focusing on innovations to maintain their market positions. For example, in September 2023, Qualcomm Technologies Inc., a US-based semiconductor company, introduced its latest chips for XR and AR platforms: the Snapdragon XR2 Gen 2, designed for virtual reality (VR) and mixed-reality devices, and the AR1 Gen 1, created specifically for smart glasses. These new chips deliver a 2.5x increase in GPU performance and 8x better AI capabilities, providing more immersive mixed and virtual reality experiences. The Snapdragon AR1 Gen 1 platform also enhances smart glasses with real-time AI features such as visual search and hands-free live streaming. These advancements, developed in collaboration with Meta, are set to launch in 2023, transforming XR and AR devices by offering more powerful, lightweight, and user-friendly solutions.
Major players in the AR/VR chip market prioritize strategic partnerships and collaborations to introduce advanced AR technologies characterized by low power consumption and high-performance computing. Lower power consumption extends the usage duration of electronic devices, reducing the need for frequent recharging and contributing to their ecological sustainability. An illustrative instance of this strategic approach is the collaboration between Rokid Corporation Ltd., a US-based AI/AR tech and robotics software company, and Arm, a Chinese-based chip and service provider, announced in April 2022. The collaboration aims to develop comprehensive AR solutions leveraging IC design tailored for AI products. Rokid plans to create an all-inclusive customized solution using ARM China's core power XPU intelligent data-stream convergence computing platform, emphasizing optimized software and algorithms.
In September 2022, Meta Platforms Inc., a US-based technology conglomerate, forged a partnership with Qualcomm Technologies Inc. to develop specialized chipsets for their forthcoming extended reality (XR) platform versions. This collaboration signifies a concerted effort between Meta and Qualcomm to innovate within the AR/VR space, leveraging Qualcomm Technologies' expertise in semiconductors, mobile technology, wireless power, and augmented reality (AR) chips. The partnership aims to introduce enhanced chipsets tailored specifically for Meta's XR platform, signaling a strategic move towards advanced AR/VR technologies.
Major companies operating in the AR/VR chip market include Nvidia Corporation, Imagination Technologies Limited, MediaTek Inc, Intel Corporation, Spectra7 Microsystems Inc, Advanced Microdevices Inc, International Business Machine Corporation, Samsung Electronics Co Ltd, Huawei Technologies Co. ltd., Broadcom Inc, Rockchip Electronics Co Ltd, Advanced RISC Machines Ltd, HiSilicon (Shanghai) Technologies CO. Ltd., Qualcomm Inc., Texas Instruments Incorporated, Xilinx Inc., Arm Limited, Cadence Design Systems Inc., Meta Platforms Inc., Apple Inc., Microsoft Corporation, QUALCOMM Incorporated, Adobe Inc., Alphabet Inc., Magic Leap, Lytro, Inpria
Asia-Pacific was the largest region in the AR/VR chip market in 2024. North America was the second-largest region of the AR/VR chip market. The regions covered in the ar/vr chip market report are Asia-Pacific, Western Europe, Eastern Europe, North America, South America, Middle East, Africa
The countries covered in the ar/vr chip market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Russia, South Korea, UK, USA, Italy, Canada, Spain.
The AR/VR chip market consists of sales of AR system comprising displays, sensors, and embedded electronics and VR technology comprising gesture recognition systems, sensors, and embedded electronics. Values in this market are 'factory gate' values, that is, the value of goods sold by the manufacturers or creators of the goods, whether to other entities (including downstream manufacturers, wholesalers, distributors, and retailers) or directly to end customers. The value of goods in this market includes related services sold by the creators of the goods.
The market value is defined as the revenues that enterprises gain from the sale of goods and/or services within the specified market and geography through sales, grants, or donations in terms of the currency (in USD, unless otherwise specified).
The revenues for a specified geography are consumption values that are revenues generated by organizations in the specified geography within the market, irrespective of where they are produced. It does not include revenues from resales along the supply chain, either further along the supply chain or as part of other products.
AR/VR Chip Global Market Report 2025 from The Business Research Company provides strategists, marketers and senior management with the critical information they need to assess the market.
This report focuses on ar/vr chip market which is experiencing strong growth. The report gives a guide to the trends which will be shaping the market over the next ten years and beyond.
Where is the largest and fastest growing market for ar/vr chip ? How does the market relate to the overall economy, demography and other similar markets? What forces will shape the market going forward, including technological disruption, regulatory shifts, and changing consumer preferences? The ar/vr chip market global report from the Business Research Company answers all these questions and many more.
The report covers market characteristics, size and growth, segmentation, regional and country breakdowns, competitive landscape, market shares, trends and strategies for this market. It traces the market's historic and forecast market growth by geography.
The forecasts are made after considering the major factors currently impacting the market. These include the technological advancements such as AI and automation, Russia-Ukraine war, trade tariffs (government-imposed import/export duties), elevated inflation and interest rates.