全球虚拟现实行业VR市场前景及投资研究报告-培训课件外文版2024.5

DIGITAL

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TRENDSVirtualreality(VR)CHAPTER

01OverviewExtendedreality(XR)marketsizeworldwidefrom2021to2026(inbillionU.S.dollars)XRmarketsize2021-202612010080100.7777.766054.5841.2220234029.26202218.9620020212024202520263Description:Theglobalextendedreality(XR)marketthatincludesaugmentedreality(AR),virtualreality(VR),andmixedreality(MR)reached29.26billionU.S.dollarsin2022,risingtoover100billionU.S.dollarsby2026.ReadmoreNote(s):Worldwide;2021to2023Source(s):ARtilleryIntelligenceConsumerandenterprisevirtualreality(VR)marketrevenueworldwidefrom2021to2026(inbillionU.S.dollars)ConsumerandenterpriseVRmarketsizeworldwide2021-202635302528.8424.0819.762015.811511.971058.30202120222023*2024*2025*2026*4Description:In2022,consumerandenterprisevirtualreality(VR)revenueamountedto11.97billionU.S.dollars,upfromthepreviousyear.In2023,VRrevenuesareexpectedtoclimboncemoreto15.81billionU.S.dollars.

ReadmoreNote(s):Worldwide;2020to2021;*Forecast.Includesconsumerhardware,enterprisehardware,consumersoftware,enterprisesoftware,LBVRAdmissions,andAdvertising.ThehardwaresegmentincludesconsoleVRheadsets,PCVRheadsets,[...]

ReadmoreSource(s):ARInsider;ARtilleryIntelligenceVirtualreality(VR)B2Cmarketrevenueworldwidefrom2017to2027(inbillionU.S.dollars)VRB2Cmarketrevenueworldwide2017-20276050403020100201720182019202020212022202320242025202620275Description:TheglobalrevenueintheAR&VRmarketwasforecasttocontinuouslyincreasebetween2023and2027byintotal20.9billionU.S.dollars(+67.16percent).Afterthetenthconsecutiveincreasingyear,theindicatorisestimatedtoreach52.05billionU.S.dollarsandthereforeanewpeakin2027.Notably,therevenueoftheAR&VRmarketwascontinuouslyincreasingoverthepastyears.ReadmoreNote(s):Worldwide;2017to2027Source(s):Advertising&MediaInsightsAugmentedreality(AR)andvirtualreality(VR)headsetshipmentsworldwidefrom2022to2027,bysegment(inmillionunits)AR/VRheadsetshipmentsworldwide2022-2027,bysegmentARVR353025201510524.6521.0417.213.279.598.556.413.721.630.862024*00.2820220.472023*2025*2026*2027*6Description:In2022,8.83millionaugmentedreality(AR)andvirtualreality(VR)headsetshipmentswererecorded.In2023,AR/VRheadsetshipmentsareexpectedtoreach10.06millionunits,ofwhichVRdeviceswillaccountfor9.59million.ReadmoreNote(s):Worldwide;Q42022;*Forecast.ReadmoreSource(s):IDCAugmentedreality(AR)andvirtualreality(VR)headsetshipmentyear-over-yeargrowthworldwidefrom2021to2026AR/VRheadsetshipmentyear-over-yeargrowthworldwide2021-2026Augmentedreality(AR)Virtualreality(VR)180%160%140%120%100%80%60%40%20%0%-20%20212022*2023*2024*2025*2026*7Description:In2023,virtualreality(VR)headsetshipmentsareforecasttogrowbyjustunder43percentwhileaugmentedreality(AR)headsetshipmentsaresettoobservea94percentyear-over-yeargrowthinthatsameyear.

ReadmoreNote(s):Worldwide;2021to2022;*ForecastReadmoreSource(s):IDCAugmentedreality(AR)andvirtualreality(VR)headsetshipmentsworldwidefrom2021to2026,bymarket(inmillionunits)AR/VRheadsetshipmentsworldwide2021-2026,bymarketConsumerCommercial605040302010019.5813.768.25.5917.81202330.8820263.2625.3120251.699.5421.13202413.24202120228Description:In2021,9.54millionaugmentedreality(AR)andvirtualreality(VR)headsetshipmentswererecordedintheconsumermarket,while1.69millionwererecordedinthecommercialmarket.In2022,consumerAR/VRheadsetshipmentsareexpectedtoreach13.24millionunits.ReadmoreNote(s):Worldwide;Q42021Source(s):IDCCHAPTER

02SegmentsVirtualreality(VR)B2Cmarketrevenuegrowthworldwidefrom2018to2027,bysegmentVRB2Cmarketrevenuegrowthworldwide2018-2027,bysegmentVRSoftwareVRHardwareVRAdvertising80%70%60%50%40%30%20%10%0%201820192020202120222023202420252026202710Description:In2027,therevenuechangeisforecasttosignificantlydecreaseinallsegmentscomparedtotheprevioustimepoint.Concerningthethreeselectedsegments,thesegmentVRHardwarehasthelargestrevenuechangewith8.02percent.Contrastingly,VRAdvertisingisrankedlast,with0.9percent.Theirdifference,comparedtoVRHardware,liesat7.12percentagepoints.ReadmoreNote(s):Worldwide;2018to2027Source(s):Advertising&MediaInsightsVirtualreality(VR)hardwareB2Cmarketrevenueworldwidefrom2017to2027(inbillionU.S.dollars)VRhardwareB2Cmarketrevenueworldwide2017-202716141210864202017201820192020202120222023202420252026202711Description:Theglobalrevenueinthe'VRHardware'segmentoftheAR&VRmarketwasforecasttocontinuouslyincreasebetween2023and2027byintotal5.7billionU.S.dollars(+60.77percent).Afterthetenthconsecutiveincreasingyear,theindicatorisestimatedtoreach15.09billionU.S.dollarsandthereforeanewpeakin2027.Notably,therevenueofthe'VRHardware'segmentoftheAR&VRmarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Worldwide;2017to2027Source(s):Advertising&MediaInsightsVirtualreality(VR)hardwareB2Cmarketrevenueworldwidefrom2017to2027,bysegment(inbillionU.S.dollars)VRhardwareB2Cmarketrevenueworldwide2017-2027,bysegmentStandaloneHMDTetheredHMD141210864202017201820192020202120222023202420252026202712Description:TherevenueintheglobalVRhardwareB2Cindustryisestimatedtoincreaseto15.09billionU.S.dollarsuntil2027.Similartotoday,standaloneHMDdevicesareexpectedtoremainthebiggestsegment.

ReadmoreNote(s):Worldwide;2017to2023Source(s):Advertising&MediaInsightsVirtualreality(VR)softwareB2Cmarketrevenueworldwidefrom2017to2027(inbillionU.S.dollars)VRsoftwareB2Cmarketrevenueworldwide2017-20276.05.04.03.02.01.00.02017201820192020202120222023202420252026202713Description:Theglobalrevenueinthe'VRSoftware'segmentoftheAR&VRmarketwasforecasttocontinuouslyincreasebetween2023and2027byintotal2.1billionU.S.dollars(+62.87percent).Afterthetenthconsecutiveincreasingyear,theindicatorisestimatedtoreach5.45billionU.S.dollarsandthereforeanewpeakin2027.Notably,therevenueofthe'VRSoftware'segmentoftheAR&VRmarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Worldwide;2017to2027Source(s):Advertising&MediaInsightsVirtualreality(VR)softwareB2Cmarketrevenueworldwidefrom2017to2027,bysegment(inbillionU.S.dollars)VRsoftwareB2Cmarketrevenueworldwide2017-2027,bysegmentVRgamingVRvideo5.04.54.03.53.02.52.01.51.00.50.02017201820192020202120222023202420252026202714Description:TherevenueintheglobalVRsoftwareB2Cindustryisestimatedtoincreaseto5.45billionU.S.dollarsuntil2027.Similartotoday,VRgamingisexpectedtoremainthebiggestsegmentintheVRsoftwareB2Cmarket,generating4.6billionU.S.dollarsinthatsameyear.ReadmoreNote(s):Worldwide;2017to2023Source(s):Advertising&MediaInsightsVirtualreality(VR)advertisingB2Cmarketrevenueworldwidefrom2017to2027(inmillionU.S.dollars)VRadvertisingB2Cmarketrevenueworldwide2017-20271901801701601501401301202017201820192020202120222023202420252026202715Description:Theglobaladspendinginthe'VRAdvertising'segmentoftheAR&VRmarketwasforecasttocontinuouslyincreasebetween2023and2027byintotal15.5millionU.S.dollars(+9.58percent).Afterthetenthconsecutiveincreasingyear,theindicatorisestimatedtoreach177.28millionU.S.dollarsandthereforeanewpeakin2027.Notably,theadspendingofthe'VRAdvertising'segmentoftheAR&VRmarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Worldwide;2017to2027Source(s):Advertising&MediaInsightsCHAPTER

03VRheadsetsRevenueoftheVRheadsetsmarketworldwidefrom2018to2028(inbillionU.S.dollars)RevenueoftheVRheadsetsindustryworldwide2018-2028141210811.4411.2111.1310.489.959.188.066.1164203.422.271.72018201920202021202220232024202520262027202817Description:TheglobalrevenueintheVRheadsetssegmentoftheconsumerelectronicsmarketwasforecasttocontinuouslyincreasebetween2023and2028by2.3billionU.S.dollars(+25.05percent).Accordingtothisforecastin2028,therevenuewillhaveincreasedforthefifthconsecutiveyearto11.44billionU.S.dollars.Notably,therevenueoftheVRheadsetssegmentoftheconsumerelectronicsmarketwascontinuouslyincreasingoverthepastyears.Findotherkeymarketindicatorsconcerning[...]

ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerMarketInsightsRevenuegrowthoftheVRheadsetsmarketworldwidefrom2019to2028RevenuegrowthofVRheadsetsworldwide2019-202890%78.9%80%70%60%50%40%30%20%10%0%50.4%33.4%31.9%202213.9%20238.4%20246.2%20265.3%20252.1%20280.7%202720192020202118Description:TheglobalrevenuegrowthintheVRheadsetssegmentoftheconsumerelectronicsmarketwasforecasttodecreasebetween2023and2028byintotal11.8percentagepoints.Thisoveralldecreasedoesnothappencontinuously,notablynotin2026and2028.Therevenuegrowthisestimatedtoamountto2.1percentin2028.FindotherkeymarketindicatorsconcerningtheVRheadsetssegmentoftheconsumerelectronicsmarketworldwide,suchasaveragerevenueperuser(ARPU)and[...]

ReadmoreNote(s):Worldwide;2019to2028Source(s):ConsumerMarketInsightsVolumeoftheVRheadsetsmarketworldwidefrom2018to2028(inmillions)VolumeofVRheadsetsworldwide2018-2028302520151027.2526.6826.5224.9123.6221.7619.1414.257.865.514.42502018201920202021202220232024202520262027202819Description:TheglobalvolumeintheVRheadsetssegmentoftheconsumerelectronicsmarketwasforecasttocontinuouslyincreasebetween2023and2028by5.5millionpieces(+25.28percent).Afterthefifthconsecutiveincreasingyear,thevolumeisestimatedtoreach27.25millionpiecesandthereforeanewpeakin2028.Notably,thevolumeoftheVRheadsetssegmentoftheconsumerelectronicsmarketwascontinuouslyincreasingoverthepastyears.Findotherkeymarketindicators[...]

ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerMarketInsightsSalesvolumechangeofVRheadsetsworldwidefrom2019to2028SalesvolumechangeofVRheadsetsworldwide2019-202890%81.18%80%70%60%50%42.57%40%30%20%10%0%34.37%24.77%201913.68%20238.53%20246.46%20265.46%20252.13%20280.62%202720202021202220Description:TheglobalsalesvolumechangeintheVRheadsetssegmentoftheconsumerelectronicsmarketwasforecasttodecreasebetween2023and2028byintotal11.6percentagepoints.FindotherkeymarketindicatorsconcerningtheVRheadsetssegmentoftheconsumerelectronicsmarketworldwide,suchasrevenuegrowthandrevenue.ReadmoreNote(s):Worldwide;2019to2028Source(s):ConsumerMarketInsightsVirtualreality(VR)headsetaveragepriceworldwidefrom2018to2028(inU.S.dollars)VRheadsetaveragepriceworldwide2018-20281.61.41.21.00.81.431.411.411.341.281.21.060.810.60.460.40.310.230.20.02018201920202021202220232024202520262027202821Description:Theglobalaveragerevenueperuser(ARPU)intheVRheadsetssegmentoftheconsumerelectronicsmarketwasforecasttocontinuouslyincreasebetween2023and2028by0.2U.S.dollars(+16.67percent).Therevenueperuserisestimatedtoamountto1.43U.S.dollarsin2028.Notably,theaveragerevenueperuser(ARPU)oftheVRheadsetssegmentoftheconsumerelectronicsmarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerMarketInsightsCHAPTER

04CompaniesExtendedreality(XR)headsetvendorshipmentshareworldwidefrom2020to2023,byquarterXRheadsetvendorshipmentshareworldwide2020-2023,byquarterMeta(Oculus)SonyPicoDPVROthers120%100%80%60%40%20%0%5%7%7%6%6%7%7%8%5%8%7%8%11%12%11%11%13%15%6%18%19%4%10%6%9%9%6%3%50%3%53%52%11%32%8%7%6%8%80%81%77%10%74%75%73%11%67%66%66%49%34%32%29%Q12020Q22020Q32020Q42020Q12021Q22021Q32021Q42021Q12022Q22022Q32022Q42022Q1202323/statistics/1222146/xr-headset-shipment-share-worldwide-by-brandMetaQuestwastheleadingextendedreality(XR)headsetvendorintermsofshipmentsinearly2023,occupying49percentofthemarketinthefirstquarteroftheyear.Sonyrankedsecondamongvendors,accountingforaround32percentofshipments.ReadmoreNote(s):Worldwide;Q12020toQ12023Source(s):CounterpointResearchAugmentedreality(AR)andvirtualreality(VR)headsetcompaniesshipmentshareworldwidefrom2022to2023,byquarterAR/VRheadsetcompaniesshipmentshareworldwide2022-2023,byquarterMetaSonyByteDanceDPVRHTCOthers120100806040200Q12022Q22022Q32022Q42022Q1202324Description:Inthefirstquarterof2023,Metaremainedintheleadamongaugmentedreality(AR)andvirtualreality(VR)headsetcompanies,accountingforaround47.8percentoftotalshipments.OthernotableAR/VRheadsetvendorsincludeSony,withthereleaseofthePSVR2inearly2023helpingthecompanytogainsomegroundonMetaasitoccupied35.9percentofAR/VRheadsetshipments.ReadmoreNote(s):Worldwide;Q12022toQ12023Source(s):IDCComparisonofvirtualreality(VR)headsetsworldwidein2023,byprice(inU.S.dollars)ComparisonofVRheadsetsworldwide2023,byprice4,0003,5003,0002,5002,0003,4991,5001,0005000999599550499499430399390299AppleVisionProMetaQuest

HPReverbG2

PlayStationVR2

ValveIndex

MetaQuest3ProPico4MetaQuest2PicoNeo3

PlayStationVR25Description:Inacomparisonofselectvirtualreality(VR)headsets,theMetaQuest3devicefeaturedwithapriceof499U.S.dollars,whiletheMetaQuestProwaspricedat999U.S.dollars.OthernotabledevicescomingtothemarketincludeAppleVisionPro.AlthoughVisionProistobepositionedprimarilyasanaugmentedreality(AR)device,itwillhavetheabilitytoswitchbetweenARandfullVR.ReadmoreNote(s):Worldwide;2023Source(s):VRcompareComparisonofvirtualreality(VR)headsetsworldwidein2023,byweight(ingrams)ComparisonofVRheadsetsworldwide2023,byweight9008007006005004008093005032005864985031000MetaQuest3HPReverbG2MetaQuest2Pico4ValveIndex26Description:Inacomparisonofselectvirtualreality(VR)headsets,theMetaQuest3devicefeaturedwithaweightof503grams.ThisissignificantlylowerthanotherVRheadsets,suchastheValveIndex,whichhadaweightof809grams.

ReadmoreNote(s):Worldwide;2023Source(s):VRcompareAppleVisionProshipmentforecastworldwidefrom2024to2028(inthousands)AppleVisionProshipmentforecastworldwide2024-202814,00012,00010,0008,0006,0004,0002,00012,6139,3433,5941,4753502024(Year1-Launch)02025(Year2)2026(Year3)2027(Year4)2028(Year5)27Description:AppleVisionProwasdebutedtotheworldinJune2023aspartofthecompany'sannualdeveloperconference.Withanexpectedreleasesometimein2024,analystshavesuggestedthatthecompanycouldship350,000VisionProdevicesinthefirstyearofthelaunch,ri