XR（延展实境）硬体的演进

本报告考察了全球 XR（延展实境）硬体市场，概述了 XR 设备硬体技术、智慧眼镜和VR头戴装置显出货量的趋势和预测，并按外形规格进行了细分。

实际益处：

• 这将提供对构成 XR 设备的硬体技术的定性见解，从而能够全面了解和比较市场上各种可用的选项。
• 在创新和新产品开发中，您可以识别出使 XR 产品脱颖而出的关键硬体技术。
• 此资源提供了关于扩增实境(AR) 和虚拟实境 (VR) 每种外形规格的当前市场规模、未来前景以及推动市场成长和收缩的因素的见解。

主要问题解答：

• 2026 年以后，XR 设备的硬体发展前景如何？
• 各种硬体技术（镜头、波导、显示技术、处理单元、封装）将如何影响VR头戴装置的广泛应用？
• 在AR眼镜和VR头戴装置的外形规格方面，目前有哪些成长趋势？

研究亮点：

• 对XR设备硬体组件进行详细的技术堆迭分析和比较。
• 关于光学系统（透镜、波导、显示技术）和计算系统（处理单元、封装）的关键见解和权衡比较。
• 以外形规格的智慧眼镜和VR头戴装置货量预测

目录

主要发现

主要预测

• 智慧眼镜出货量：以外形规格
• VR头戴式显示器出货量：依外形规格

主要企业和生态系统

XR 设备的发展：以外形规格

技术栈的详细说明

• 光学系统：透镜
• 光学系统：波导
• 光学系统：显示技术
• 计算系统：处理单元
• 计算系统：Pack

XR硬体发展展望

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