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市场调查报告书
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1776698
2032 年空间运算市场预测:按解决方案、技术、最终用户和地区进行的全球分析Spatial Computing Market Forecasts to 2032 - Global Analysis By Solution, Technology, End User and By Geography |
根据 Stratistics MRC 的预测,全球空间计算市场规模预计在 2025 年达到 1,701.3 亿美元,到 2032 年将达到 5,549.3 亿美元,复合年增长率为 18.4%。
空间运算是指利用使电脑能够感知周围环境并与之互动的技术,将数位环境与实体环境融合。它融合了感测器网路、人工智慧 (AI)、混合实境(MR)、虚拟实境 (VR) 和扩增实境(AR) 等技术,以映射、解读和操控现实世界的空间资料。这项技术允许用户与3D数位内容交互,从而提升建筑、医疗保健、製造和游戏等行业的体验。此外,空间运算正在弥合数位世界与物理世界之间的鸿沟,从而改变人们与机器及其环境的互动方式。
根据国际数据公司(IDC)的数据,预计 2024 年第二季全球 AR/ VR头戴装置的出货量将下降 28.1% 至 110 万台,但到 2025 年将激增 41.4%,从今年预计的 670 万台增至 2028 年的 2,290 万台。
扩大 MR 和 AR/VR 技术的应用
推动空间运算市场发展的主要因素之一是扩增实境(AR)、虚拟实境 (VR) 和混合实境(MR) 的大规模应用。这些身临其境型技术允许使用者在空间环境中与数位内容互动,使虚拟与现实场景难以区分。此外,受消费者日益增长的兴趣推动,苹果、Meta 和微软等领先的科技公司正在增加对身临其境型游戏、虚拟协作和身临其境型零售体验的投资。这些平台利用空间运算提供逼真的模拟和情境迭加,刺激了消费者和企业的需求。
昂贵的基础设施和硬件
购买和维护复杂硬体和基础设施的高成本是阻碍空间计算广泛应用的最大障碍之一。诸如空间感测器(例如雷射雷达)、AR/ VR头戴装置以及空间感知运算系统等设备需要额外的组件,例如高性能处理器、摄影机和专用显示器,这些组件价格昂贵。此外,製造业、医疗保健和国防等产业使用的企业级空间解决方案需要可靠的基础设施,例如伺服器、云端储存和即时资料处理平台。许多消费者和中小企业无力承担空间运算的高昂前期和持续成本,从而限制了市场扩张。
都市计画与智慧城市发展
空间运算有可能彻底改变智慧城市和城市规划的发展。透过结合3D空间数据、物联网感测器和即时模拟,城市负责人可以监测污染程度、优化公共交通、模拟交通模式并创建更永续的基础设施。政府可以使用全市数位孪生模型来模拟人群动态、基础设施劣化和自然灾害,然后再做出代价高昂的决策。例如,新加坡的「虚拟新加坡」计划使用空间运算以3D对整个城市进行建模,从而促进城市规划和政策制定的改进。此外,随着越来越多的政府对智慧基础设施的投资,空间运算很可能在打造更智慧、更安全、更具韧性的城市方面发挥重要作用。
技术快速淘汰
空间运算产业瞬息万变,这得益于开发工具、软体平台和硬体的不断改进。这在促进创新的同时,也带来了技术过时的风险。在对现有系统进行大量投资后,企业可能会发现其基础设施在几年内就过时了,需要进一步升级,并为此付出高昂的成本。开发人员和最终用户都可能对变化的速度感到不知所措,难以跟上频繁的更新、相容性问题和不断变化的标准。系统在实现投资回报之前就过时的风险可能会阻碍长期投资,尤其是对于中小型企业而言。
新冠疫情加速了多个关键领域的应用,对空间运算市场产生了好坏参半但最终积极的影响。随着维持社交距离和远距办公的普及,各行各业纷纷转向AR、VR和数数位双胞胎等太空技术,以促进远距培训、远端医疗和虚拟协作。在医疗保健行业,空间计算实现了手术规划和远距离诊断;而在製造和物流行业,AR辅助工作流程则促进了设备的监控和维护。虽然供应链中断最初延迟了硬体的可用性,但疫情凸显了空间运算在提升业务韧性方面的重要性,并刺激了该领域的长期投资和创新。
扩增实境(AR) 领域预计将成为预测期内最大的细分市场
扩增实境(AR) 是空间运算的基础,它增强了使用者对物理环境的感知和互动。它广泛应用于製造业、医疗保健、零售业和教育等众多行业。 AR 的快速发展得益于智慧型手机和平板电脑的普及,以及 Apple Vision Pro 和 Microsoft HoloLens 等头显在企业级的应用。此外,扩增实境(AR) 也是太空运算生态系统进步的关键驱动力,它可以提高业务效率、减少错误并提升用户参与度。
游戏和娱乐领域预计将在预测期内实现最高复合年增长率
预计游戏和娱乐领域将在预测期内呈现最高成长率。消费者对扩增实境 (AR)、虚拟实境 (VR) 和混合实境 ( MR) 技术带来的沉浸式体验的需求不断增长,这推动了这一快速扩张。下一代游戏环境,例如空间感知的多人生态系统和完全身临其境型的3D 世界,都是由空间运算实现的。空间音讯的出现、 VR头戴装置的普及,以及 Apple Vision Pro、Sony PlayStation VR2 和 Meta 的 Horizon Worlds 等平台,都在改变人们与数位娱乐互动的方式。此外,随着娱乐消费日益转向身临其境型和互动式形式,预计该市场将以比其他市场更快的速度成长和创新。
预计北美将在预测期内占据最大的市场占有率,这得益于大型科技公司的强大影响力、各行各业对新兴技术的广泛采用以及先进的技术基础设施。苹果、Meta、微软和谷歌等总部位于该地区的公司正在大力投资太空运算应用,例如扩增实境/虚拟实境 (AR/VR)、数位双胞胎和人工智慧驱动的类比。强大的政府和国防项目、大量的研发资金以及製造业、娱乐业和医疗保健业等产业的早期应用,都对该地区有利。此外,身临其境型技术在游戏、教育和智慧城市计画中的应用日益增多,进一步巩固了北美在空间运算领域的主导地位。
在预测期内,亚太地区预计将呈现最高的复合年增长率,这得益于工业化进程加快、数位转型加速以及智慧基础设施投资的增加。在中国、日本、韩国和印度等国家,AR/VR、人工智慧、物联网和3D模拟等技术正在製造业、汽车业、医疗保健业和教育业等各行各业中积极应用。游戏产业的扩张、智慧型手机普及率的提高以及政府推动工业4.0和智慧城市的计画也推动了该地区的成长。此外,受区域科技巨头和新兴企业的崛起以及空间运算设备价格日益亲民的推动,亚太地区正迅速成为空间运算创新和应用的中心。
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.