The global augmented reality (AR) glasses market is set for strong growth in 2025, according to TrendForce’s latest report, “2025 Near-Eye Display Market Outlook and Technology Analysis.” The research highlights increasing activity from international brands, falling OLEDoS panel prices, and Meta’s anticipated launch of its Celeste AR glasses, all of which are accelerating adoption.
AR Market Growth Outlook
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2025 shipments: 600,000 units
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2030 shipments: 32.1 million units
While China currently dominates AR shipments, its market share is expected to fall to 50.2 percent by 2030, as global tech giants like Meta and Google enter the space with advanced products and ecosystems.
AI and Specification Standards Drive Adoption
AI integration is reshaping consumer demand for AR glasses by enabling more intelligent applications and driving industry-wide standardization of specifications. TrendForce notes that brands are now setting strict requirements for optical engines, including:
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Power consumption under 300 mW
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Volume smaller than 1 cc
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Weight below 3 grams
Although these requirements add complexity, they foster convergence across designs, improving compatibility and creating a foundation for economies of scale.
Display Technology Trends
At present, mainstream LEDoS and LCoS panels in AR glasses measure 0.13–0.18 inches with pixel densities above 5,500 PPI.
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LEDoS resolutions: 640×480 to 720×720
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LCoS resolutions: 720×720
Future designs are expected to further standardize CMOS substrates, balancing performance and cost as mass production ramps up.
Lower Costs, Wider Adoption
While standardization could limit brand differentiation, it allows manufacturers to reduce costs, refine pricing strategies, and make AR glasses more accessible. Falling prices are expected to boost adoption, creating a virtuous growth cycle in the AR ecosystem.
Major Players Accelerate Ecosystem Maturity
The report highlights the active participation of global tech leaders and suppliers in driving AR innovation:
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Meta and Google are investing heavily in consumer AR devices.
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Key suppliers such as LUMUS, Goertek, JBD, Xreal, and Omnivision are strengthening the AR supply chain.
This collaboration is expected to accelerate ecosystem development, laying the groundwork for tens of millions of annual shipments by 2030.
Conclusion
The AR glasses industry is transitioning from niche adoption to mainstream growth, fueled by AI-driven applications, cost reductions, and ecosystem investments. With shipments projected to reach 32.1 million units by 2030, AR glasses are positioned to become a key pillar in the next wave of wearable and immersive technologies.
TelecomLead.com News Desk
