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市场调查报告书
商品编码
1840137
2025年AR/VR晶片全球市场报告AR/VR Chip Global Market Report 2025 |
近年来,AR/VR晶片市场规模迅速扩张,从2024年的39.6亿美元成长至2025年的47.4亿美元,复合年增长率达19.7%。这段时期的成长可归因于扩增实境(AR) 和虚拟实境 (VR) 应用的普及、图形处理单元 (GPU) 技术的进步、游戏和娱乐产业的蓬勃发展、AR/VR 在医疗保健和教育领域的日益普及,以及对AR/VR设备高效能运算的需求。
预计未来几年AR/VR晶片市场将快速成长,到2029年将达到95.9亿美元,复合年增长率为19.3%。预测期内的成长可归因于扩增实境眼镜和头戴式设备的扩展、AR/VR在企业和工业应用中的整合、采用5G技术增强AR/VR体验、对紧凑型和节能型AR/VR晶片日益增长的需求,以及扩增实境(XR) 和混合实境(MR) 应用的增长。预测期内的主要趋势包括人工智慧驱动的AR/VR体验的发展、边缘运算在即时AR/VR处理中的应用、AR/VR晶片与智慧眼镜和可穿戴设备的集成,以及AR/VR设备中对触觉回馈和感觉的日益重视和集成。
AR/VR晶片是一种半导体装置,旨在促进用户在数位环境中的互动,同时提供与现实世界无缝融合的沉浸式体验。 AR/VR晶片能够将数位资讯即时融入使用者周围环境,进而增强实体环境和扩增实境环境之间的操控和互动。
AR/VR 晶片的主要晶片类型包括处理器积体电路 (ICS)、使用者介面积体电路 (ICS) 和电源管理积体电路 (ICS)。处理器积体电路 (ICS) 可用作电脑记忆体、微控制器、振盪器、定时器、计数器、逻辑闸和处理器。这些积体电路通常由数百万到数十亿个电晶体、电容器、逻辑闸和其他元件串联组成,形成先进的数位电路。处理器积体电路对于延长电池寿命、高精度感测和无线连接至关重要。各种类型的设备都使用 AR/VR 晶片,包括头戴式显示器、手势追踪设备、投影机、显示墙、平视显示器和手持设备。这些应用涵盖游戏、娱乐、媒体、航太和国防、医疗保健和其他终端产业等多个领域。
2025年春季美国突然提高关税以及由此引发的贸易摩擦对资讯科技产业产生了重大影响,尤其是硬体製造、资料基础设施和软体部署。对进口半导体、电路基板和网路设备征收更高的关税,并推高了高科技公司、云端服务供应商和资料中心的生产和营运成本。在全球范围内采购笔记型电脑、伺服器和消费电子产品零件的公司面临更长的前置作业时间和价格压力。同时,对专业软体征收的关税以及主要国际市场的报復性措施扰乱了全球IT供应链,减少了海外对美国製造技术的需求。作为应对措施,该行业正在增加对国内晶片生产的投资,扩大供应商网络,并利用人工智慧驱动的自动化来提高弹性并更有效地管理成本。
AR/VR 晶片市场研究报告是商业研究公司最新报告系列的一部分,该系列提供 AR/VR 晶片市场统计数据,例如全球市场规模、区域份额、竞争对手的 AR/VR 晶片市场份额、详细的 AR/VR 晶片细分市场、市场趋势以及 AR/VR 晶片行业的商机。这份异常检测市场研究报告提供了全面的展望,并对产业现状和未来状况进行了详细分析。
我们预测未来五年该市场将成长19.3%,较先前预测略有下降1.0%。这一下降主要源自于美国与其他国家之间关税的影响。这可能会直接影响美国,因为美国将对台湾和韩国生产的专用晶片征收更高的进口关税,从而增加AR/VR硬体的製造成本,导致产品发布延迟,并降低其在全球市场的竞争力。此外,由于互惠关税以及贸易紧张局势和限制措施加剧对全球经济和贸易的负面影响,其影响也将更加广泛。
行动装置的广泛采用预计将在未来几年推动 AR/VR 晶片市场的成长。行动装置是小巧、轻巧、便携的平板电脑和类似的小工具,易于随身携带。资料储存、运算和显示技术的进步使行动装置能够执行几乎所有曾经仅限于大型个人电脑的任务。智慧型手机内建的 AR/VR 晶片可实现身临其境的虚拟实境和扩增实境游戏体验,让使用者能够用手与周围环境互动。例如,美国软体公司 G2.Com Inc. 在 2024 年 1 月发布的报告显示,到 2023 年,全球 86% 的人口将使用智慧型手机,到 2022 年,智慧型手机将贡献 59% 的网路流量。此外,到 2021 年,90% 的行动使用时间将花在应用程式上,虽然智慧型手机占美国数位媒体消费的 70%,但 17% 的低收入人群和老年人仍然依赖功能手机。
扩增实境(AR) 技术在医疗保健产业的日益普及预计将推动 AR/VR 晶片市场的发展。医疗保健领域的 AR 应用透过将电脑生成的图像迭加到现实世界来增强手术过程,从而提高手术的精确度、个人化程度和患者照护。 Immersive Touch 于 2022 年 3 月宣布与梅奥诊所的合作,正是这一趋势的缩影。该公司创新的 AR 平台为外科医生提供 3D全像X 射线视觉,为整形外科手术赋能。 AR 在医疗保健领域的应用激增,预示着 AR/VR 晶片市场将迎来光明的成长前景。
技术进步是推动 AR/VR 晶片市场发展的关键趋势,该领域的主要企业正专注于创新以保持其市场地位。例如,2023 年 9 月,美国半导体公司 Qualcomm Technologies Inc. 宣布了其 XR 和 AR 平台的最新晶片:专为虚拟实境 (VR) 和混合实境设备设计的 Snapdragon XR2 Gen 2,以及专为智慧眼镜设计的 AR1 Gen 1。这些新晶片可提供 2.5 倍的 GPU 效能和 8 倍的 AI 功能,提供更身临其境的混合实境和虚拟实境体验。此外,Snapdragon AR1 Gen 1 平台将透过即时 AI 功能(例如视觉搜寻和免持直播)增强智慧眼镜。这些与 Meta 合作开发的进步将于 2023 年推出,并将透过提供更强大、更轻和更用户友好的解决方案彻底改变 XR 和 AR 设备。
AR/VR 晶片市场涵盖 AR 系统(由显示器、感测器和嵌入式电子设备组成)和 VR 技术(由手势姿态辨识系统、感测器和嵌入式电子设备组成)的销售。该市场的价值是指“出厂价”,即产品製造商或创造者向其他营业单位(包括下游製造商、批发商、经销商和零售商)或直接向最终客户销售的产品价值。该市场的产品价值还包括产品创造者销售的任何相关服务。
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.