The Zhitong Finance App learned that according to Omdia's latest XR near-eye display market forecast, global AR display shipments are expected to reach 21 million in 2030, surpassing 19 million VR displays. This shift reflects that the demand in the micro display industry is changing more widely, and manufacturers are paying more and more attention to the design of lightweight smart glasses.
The AI/AR glasses market still faces basic trade-offs between performance, device weight, and battery life, and it is difficult for manufacturers to achieve the optimal balance of the three at the same time. Take products such as Ray-Ban Meta as an example. One solution is to eliminate the display module and focus instead on AI calculation and audio and video input capabilities. This reflects the industry's efforts to balance functionality, device weight, and battery life, while also prompting manufacturers to rethink the role of displays in smart glasses design.
According to Omdia data, the XR near-vision display market is undergoing significant structural changes: the VR display market share is expected to drop from 72% in 2026 to 43% in 2032; the AR display market share is expected to increase from 28% to 57%.
Jay Shao (Jay Shao), Principal Analyst (Jay Shao), Omdia Display Business Principal Analyst (Jay Shao), said, “The development trend of lightweight devices is redefining the design direction of smart glasses. As AI becomes an increasingly important part of the user experience, manufacturers are re-evaluating the role of displays as they affect the power consumption and weight of devices. Demand for AR glasses displays will continue to grow, but these design limitations may slow their growth. In the VR field, as manufacturers continue to pursue more compact and comfortable devices, lightweight silicon-based OLED display technology is expected to gain an advantage in long-term development.”
