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[Selected Topics] Overview on Market of AR/VR Devices through Supply Chain Development

Last Modified

2023-05-05

Update Frequency

Not

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PDF

Overview

Summary
Suppliers are maintaining their optimism towards the potentiality of future development for the AR/VR market amidst the release of new AR/VR devices, as well as the prosperity yield by metaverse-related topics, despite a lack of surging growth in the AR/VR device market over recent years. The supply chain, as AR/VR devices are gradually incorporated with new technology and components, has also started to expedite corresponding deployment in the AR/VR market in the hope of grasping on opportunities for market entry that would facilitate an occupancy in the market when it flourishes.

Table of Contents
1. Market of AR/VR Devices

2. Development Trends of AR/VR and Changes to Supply Chain
  (1) Development Trends of Optical Displays
  (2) Chip Suppliers Start to Deploy in AR/VR Market
  (3) Whole Device Integrators
  (4) Development Trends of AR/VR Device Supply Chain

3. TRI’s View
  (1) Development Potentiality of AR/VR Device Market Prompts Active Deployment among Suppliers
  (2) Chip Suppliers to Further Emphasize on AR/VR Exclusive Chips as Optical Display Supply Chain
   Marches towards Deployment in New Components
  (3) AR/VR Device Supply Chain Could Soon Undergo Adjustments

＜Total Pages：17＞

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[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

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[Selected Topics] CoWoS Production Capacity Will Continuously Adjust to Meet Actual Demand, and CSPs Keep Providing Strong Momentum for Orders Related to NVIDIA’s GPUs and In-House ASICs

[Selected Topics] Samsung Expedites Adoption of Hybrid Bonding through YMTC’s Patent Authorization as AI Demands Better Transmission Performance

[Selected Topics] NVIDIA Plans to Launch GB300 in 2Q25; GB300 Racks to Ramp Up in 4Q25 as Supply Chain Requires Extra Time on Testing and Qualifications for Higher Specifications

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[Selected Topics] Analysis of the Impact of U.S. Ban on Chinese Automotive Software and Hardware

[Selected Topics] AI Chips to Extricate Smartphone Market from Negative Growth and Gradually Become Market Mainstream

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