全球增强现实行业(AR)市场前景及投资研究报告-培训课件外文版2024.5

INDUSTRIES

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MARKETSAugmentedreality(AR)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):ARtilleryIntelligenceMobileaugmentedreality(AR)marketrevenueworldwidefrom2021to2026(inbillionU.S.dollars)MobileARmarketrevenueworldwide2021-20264035302536.2630.7725.8421.072016.581512.45202110502022*2023*2024*2025*2026*4Description:In2021,themobileaugmentedreality(AR)marketwasestimatedtobeworth12.45billionU.S.dollars.Itisforecasttoapproach17billionU.S.dollarsinsizein2022,beforejumpingtoover36billionU.S.dollarsby2026.Themarketincludesdigitalgoods,suchasin-apppurchasesinARapplications,aswellasadplacementsandvisualizationsoftware.ReadmoreNote(s):Worldwide;2019to2022;*Forecast.MobileARrevenueincludesmobileARconsumerandenterprisespendingandtheirrevenuesubsegments.

ReadmoreSource(s):ARtilleryIntelligenceAugmentedreality(AR)B2Cmarketrevenueworldwidefrom2017to2027(inbillionU.S.dollars)ARB2Cmarketrevenueworldwide2017-20276050403020100201720182019202020212022202320242025202620275Description: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

02SegmentsAugmentedreality(AR)B2Cmarketrevenuegrowthworldwidefrom2018to2027,bysegmentARB2Cmarketrevenuegrowthworldwide2018-2027,bysegmentARadvertisingARhardwareARsoftware140%120%100%80%60%40%20%0%201820192020202120222023202420252026202710Description:TheglobalARB2Cindustryconsistsofthreesegments:ARadvertising,ARhardwareandARsoftware.Theyareestimatedtohavearevenuegrowthrangingbetween10.1percent(ARsoftware)and126.7percent(ARhardware)in2023.

ReadmoreNote(s):Worldwide;2018to2023Source(s):Advertising&MediaInsightsAugmentedreality(AR)softwareB2Cmarketrevenueworldwidefrom2017to2027(inbillionU.S.dollars)ARsoftwareB2Cmarketrevenueworldwide2017-202716.514.512.510.58.56.54.52017201820192020202120222023202420252026202711Description:Theglobalrevenueinthe'ARSoftware'segmentoftheAR&VRmarketwasforecasttocontinuouslyincreasebetween2023and2027byintotal3.9billionU.S.dollars(+33.68percent).Afterthetenthconsecutiveincreasingyear,theindicatorisestimatedtoreach15.51billionU.S.dollarsandthereforeanewpeakin2027.Notably,therevenueofthe'ARSoftware'segmentoftheAR&VRmarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Worldwide;2017to2027Source(s):Advertising&MediaInsightsAugmentedreality(AR)softwareB2Cmarketrevenueworldwidefrom2017to2027,bysegment(inbillionU.S.dollars)ARsoftwareB2Cmarketrevenueworldwide2017-2027,bysegmentAReCommerceARgamingARsocialmedia8.07.06.05.04.03.02.01.00.02017201820192020202120222023202420252026202712Description:TherevenueintheglobalARsoftwareB2Cindustryisestimatedtoincreaseto15.51billionU.S.dollarsby2027.Similartotoday,ARgamingisexpectedtoremainthebiggestsegmentintheARsoftwareB2Cmarket,reaching7.09billionU.S.dollarsinthatsameyear.ReadmoreNote(s):Worldwide;2017to2023Source(s):Advertising&MediaInsightsAugmentedreality(AR)advertisingB2Cmarketrevenueworldwidefrom2017to2027(inbillionU.S.dollars)ARadvertisingB2Cmarketrevenueworldwide2017-20278.07.06.05.04.03.02.01.00.02017201820192020202120222023202420252026202713Description:Theglobaladspendinginthe'ARAdvertising'segmentoftheAR&VRmarketwasforecasttocontinuouslyincreasebetween2023and2027byintotal2.4billionU.S.dollars(+55.81percent).Afterthetenthconsecutiveincreasingyear,theindicatorisestimatedtoreach6.72billionU.S.dollarsandthereforeanewpeakin2027.Notably,theadspendingofthe'ARAdvertising'segmentoftheAR&VRmarketwascontinuouslyincreasingoverthepastyears.

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

03ARheadsetsandglassesConsumerandenterpriseaugmentedreality(AR)glasseshardwareandsoftwarerevenueworldwidefrom2021to2026(inbillionU.S.dollars)ConsumerandenterpriseARglassesrevenueworldwide2021-20264035.06353025201510523.2710.686.773.781.85020212022*2023*2024*2025*2026*15/statistics/1221561/consumer-enterprise-augmented-reality-glasses-revenueIn2022,consumerandenterpriseaugmentedreality(AR)glasseshardwareandsoftwarerevenueamountedto3.8billionU.S.dollars.Itisforecastthatthisissettoriseto3.78billionU.S.dollarsin2023beforeclimbingto35.1billionU.S.dollarsby2026.ReadmoreNote(s):Worldwide;2021to2022;*Forecast.Includesplatformrevenueforconsumerandenterpriseexperiencecreation(boughtbyenterprises/developers).

ReadmoreSource(s):ARtilleryIntelligenceAugmentedreality(AR)hardwareB2Cmarketusersworldwidefrom2020to2027(inmillions)ARhardwareB2Cmarketusersworldwide2020-202710,0009,0008,0007,0006,0005,0004,0003,0002,0001,00002020202120222023202420252026202716Description:Theglobalrevenueinthearhardwaresegmentofthear&VRmarketwasforecasttocontinuouslyincreasebetween2023and2027by6.7billionusers(+285.51percent).Accordingtothisforecastin2027,therevenuewillhaveincreasedforthefourthconsecutiveyearto9.1billionusers.Notably,therevenueofthearhardwaresegmentofthear&VRmarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Worldwide;2020to2027Source(s):Advertising&MediaInsightsAugmentedreality(AR)hardwareB2Cmarketrevenueworldwidefrom2020to2027(inbillionU.S.dollars)ARhardwareB2Cmarketrevenueworldwide2020-202710.09.08.07.06.05.04.03.02.01.00.02020202120222023202420252026202717Description:Theglobalrevenueinthe'ARHardware'segmentoftheAR&VRmarketwasforecasttocontinuouslyincreasebetween2023and2027byintotal6.7billionU.S.dollars(+283.9percent).Aftertheseventhconsecutiveincreasingyear,theindicatorisestimatedtoreach9.1billionU.S.dollarsandthereforeanewpeakin2027.Notably,therevenueofthe'ARHardware'segmentoftheAR&VRmarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Worldwide;2020to2027Source(s):Advertising&MediaInsightsMicroLEDARglassesdisplaychipmarketrevenueworldwidefrom2023to2026(inmillionU.S.dollars)MicroLEDARglassesdisplaychipmarketrevenueworldwide2023-20264540353025201510541520.10202320242025202618Description:TheglobalmarketvalueofmicroLEDdisplaychipsforARsmartglassesisexpectedtoreach41millionU.S.dollarsin2026.Themarketvalueshowsaslowriseuntil2025,afterwhichasteepincreaseisforecasted.Initially,thesedisplaychipswillbeappliedinthefieldsofmedicine,engineering,andthemilitary,followingwhichtheywillbecommerciallyavailable.ReadmoreNote(s):Worldwide;2022Source(s):TrendForceCHAPTER

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%Q12020Q22020Q32020Q42020Q12021Q22021Q32021Q42021Q12022Q22022Q32022Q42022Q1202320/statistics/1222146/xr-headset-shipment-share-worldwide-by-brandMetaQuestwastheleadingextendedreality(XR)headsetvendorintermsofshipmentsinearly2023,occupying49percentofthemarketinthefirstquarteroftheyear.Sonyrankedsecondamongvendors,accountingforaround32percentofshipments.ReadmoreNote(s):Worldwide;Q12020toQ12023Source(s):CounterpointResearchComparisonofaugmentedreality(AR)headsetsandglassesworldwidein2023,byprice(inU.S.dollars)ComparisonofARheadsetsandglassesworldwide2023,byprice4,0003,5003,4993,5003,0002,5002,0001,5001,0005003,2991,4995504394000MicrosoftHoloLens2AppleVisionProMagicLeap2*LenovoThinkRealityA3INMOAir2RokidMaxNrealAir21Description:Inacomparisonofselectaugmentedreality(AR)glasses,theMicrosoftHoloLens2devicewasoneofthemostexpensive,cominginataround3,500U.S.dollars,asimilarpricetotheexpected3,499retailpriceoftheAppleVisionPro.OthernotablecompaniesofferingARglassesincludeLenovo,Nreal,MagicLeap,andVuzix.ReadmoreNote(s):Worldwide;2023;*withcontrollers.

Releasedateisthesameasdayofaccess.ReadmoreSource(s):VRcompareComparisonofaugmentedreality(AR)headsetsandglassesworldwidein2023,byweight(ingrams)ComparisonofARheadsetsandglassesworldwide2023,byweight60055650040030020010002601307975MicrosoftHoloLens2MagicLeap2LenovoThinkRealityA3NrealAirRokidMax22Description:Inacomparisonofselectaugmentedreality(AR)glasses,theMicrosoftHoloLens2devicewasoneoftheheaviest,cominginataround556grams.OthernotablecompaniesofferingARglassesincludeLenovo,Nreal,MagicLeap,andVuzix.

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)23Description:AppleVisionProwasdebutedtotheworldinJune2023aspartofthecompany'sannualdeveloperconference.Withanexpectedreleasesometimein2024,analystshavesuggestedthatthecompanycouldship350,000VisionProdevicesinthefirstyearofthelaunch,risingto1.48milliondevicesinyeartwo.ReadmoreNote(s):Worldwide;2023Source(s):Apple;CanalysComparisonofVuzixaugmentedreality(AR)glassesworldwidein2023,byprice(inU.S.dollars)ComparisonofVuzixARglassesworldwide2023,byprice3,0002,499.992,5002,0001,5001,0005001,799.991,299.99199.990VuzixM4000VuzixM400VuzixBlade2VuzixSmartSwim24Description:InacomparisonofselectVuzixaugmentedreality(AR)glasses,theVuzixM4000modelwasthemostexpensive,cominginataround2,500U.S.dollars.OthernotablecompaniesofferingARglassesincludeLenovo,Nreal,andMagicLeap.

ReadmoreNote(s):Worldwide;2023Source(s):VuzixShareofgamedevelopersworldwideworkingongameprojectsforselectVR/ARplatformsin2023GlobalgamedevelopersworkingonprojectsforselectVR/ARplatforms2023Shareofrespondents15%

20%0%5%10%25%30%35%40%45%50%MetaQuestPlayStationVR236%18%HTCVIVE15%iOSphone/tabletusingARKitValveIndex12%11%10%10%9%Meta"ProjectCambria"MetaRiftGoogleARCoreWindowsMixedRealityHeadsetsPlayStationVR7%5%4%3%HPReverbMagicLeapOneOther46%25Description:Thegamingworldisrapidlychangingandvirtualrealityandalternaterealitygamingisnolongerthingofthefuture.Duringa2023survey,36percentofrespondinggamedevelopersworldwidestatedthattheywerecurrentlydevelopinggamesfortheMetaQuestvirtualrealityheadset.ReadmoreNote(s):Worldwide;2023;2,300respondents;GameDevelopersConferenceattendeesSource(s):GameDevelopersConferenceCHAPTER

05ApplicationsEstimatedeconomicvaluefrommanufacturingaugmentedrealityIoTworldwidein2025and2030(inbillionU.S.dollars)GlobalestimatedeconomicvalueofmanufacturingARIoT2025-2030Lower-endscenarioUpper-endscenario1201008060402001109050402025203027Description:ItisestimatedthatmanufacturingaugmentedrealityIoTwillhaveaneconomicvalueofbetween40and50billionU.S.dollarsby2025,andisexpectedtogrowtobetween90and110billionU.S.dollarsby2030.

ReadmoreNote(s):Worldwide;November2021Source(s):McKinsey&CompanyEstimatedeconomicvaluefromaugmentedrealityinofficesIoTworldwidein2025and2030(inbillionU.S.dollars)GlobalestimatedeconomicvalueofARinofficesIoT