全球VR耳机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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MARKETSVRheadsetsCHAPTER

01OverviewConsumerandenterprisevirtualreality(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;ARtilleryIntelligenceRevenueoftheVRheadsetsmarketworldwidefrom2018to2028(inbillionU.S.dollars)RevenueoftheVRheadsetsindustryworldwide2018-2028141210811.4411.2111.1310.489.959.188.066.1164203.422.271.7201820192020202120222023202420252026202720285Description: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%20272019202020216Description:TheglobalrevenuegrowthintheVRheadsetssegmentoftheconsumerelectronicsmarketwasforecasttodecreasebetween2023and2028byintotal11.8percentagepoints.Thisoveralldecreasedoesnothappencontinuously,notablynotin2026and2028.Therevenuegrowthisestimatedtoamountto2.1percentin2028.FindotherkeymarketindicatorsconcerningtheVRheadsetssegmentoftheconsumerelectronicsmarketworldwide,suchasaveragerevenueperuser(ARPU)and[...]

ReadmoreNote(s):Worldwide;2019to2028Source(s):ConsumerMarketInsightsVolumeoftheVRheadsetsmarketworldwidefrom2018to2028(inmillions)VolumeofVRheadsetsworldwide2018-2028302520151027.2526.6826.5224.9123.6221.7619.1414.257.865.514.4250201820192020202120222023202420252026202720287Description: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%20272020202120228Description:TheglobalsalesvolumechangeintheVRheadsetssegmentoftheconsumerelectronicsmarketwasforecasttodecreasebetween2023and2028byintotal11.6percentagepoints.FindotherkeymarketindicatorsconcerningtheVRheadsetssegmentoftheconsumerelectronicsmarketworldwide,suchasrevenuegrowthandrevenue.ReadmoreNote(s):Worldwide;2019to2028Source(s):ConsumerMarketInsightsAugmentedreality(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*9Description: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*10Description:In2023,virtualreality(VR)headsetshipmentsareforecasttogrowbyjustunder43percentwhileaugmentedreality(AR)headsetshipmentsaresettoobservea94percentyear-over-yeargrowthinthatsameyear.

ReadmoreNote(s):Worldwide;2021to2022;*ForecastReadmoreSource(s):IDCAugmentedreality(AR)andvirtualreality(VR)headsetshipmentsworldwidefrom2021to2026,bymarket(inmillionunits)AR/VRheadsetshipmentsworldwide2021-2026,bymarketConsumerCommercial605040302010019.5813.768.25.5917.81202330.8820263.2625.3120251.699.5421.13202413.242021202211Description:In2021,9.54millionaugmentedreality(AR)andvirtualreality(VR)headsetshipmentswererecordedintheconsumermarket,while1.69millionwererecordedinthecommercialmarket.In2022,consumerAR/VRheadsetshipmentsareexpectedtoreach13.24millionunits.ReadmoreNote(s):Worldwide;Q42021Source(s):IDCCHAPTER

02VRintheU.S.Virtualreality(VR)headsetmarketrevenueintheUnitedStatesfrom2018to2028(inbillionU.S.dollars)VRheadsetmarketrevenueintheU.S.2018-20282.52.01.991.881.881.891.841.841.851.621.511.00.50.00.660.522018201920202021202220232024202520262027202813Description:Therevenueinthe'VRHeadsets'segmentoftheconsumerelectronicsmarketintheUnitedStateswasforecasttodecreasebetween2023and2028byintotal0.03billionU.S.dollars.Thisoveralldecreasedoesnothappencontinuously,notablynotin2025and2026.Theindicatorisestimatedtoamountto1.85billionU.S.dollarsin2028.Notably,therevenueofthe'VRHeadsets'segmentoftheconsumerelectronicsmarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):UnitedStates;2018to2028Source(s):ConsumerMarketInsightsVirtualreality(VR)headsetmarketrevenuegrowthintheUnitedStatesfrom2018to2027VRheadsetmarketrevenuegrowthintheU.S.2018-202770%60%62%50.4%50%40%30%20%10%0%26.5%14%6%2%2.4%2025-2.4%2024-5.5%2018-5.2%2027-10%20192020202120222023202614Description:TheUnitedStatesVRheadsetmarketisforecasttogrowunevenlyinthecomingyears,reachingover1.8billionU.S.dollarsin2022-ajumpof14percentfromthepreviousyear.In2023,VRheadsetrevenuesareexpectedtogrowbyafurthertwopercenttocloserto1.9billionU.S.dollars.ReadmoreNote(s):UnitedStates;2018to2027Source(s):ConsumerMarketInsightsVirtualreality(VR)headsetsalesvolumeintheUnitedStatesfrom2018to2028(inmillionpieces)VRheadsetsalesvolumeintheU.S.2018-20285.04.54.03.53.04.684.454.394.414.374.314.33.722.52.01.51.00.50.02.271.591.342018201920202021202220232024202520262027202815Description:Thevolumeinthe'VRHeadsets'segmentoftheconsumerelectronicsmarketintheUnitedStateswasforecasttodecreasebetween2023and2028byintotal0.02millionpieces.Thisoveralldecreasedoesnothappencontinuously,notablynotin2025and2026.Theindicatorisestimatedtoamountto4.37millionpiecesin2028.Notably,thevolumeofthe'VRHeadsets'segmentoftheconsumerelectronicsmarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):UnitedStates;2018to2028Source(s):ConsumerMarketInsightsVirtualreality(VR)headsetsalesvolumegrowthintheUnitedStatesfrom2018to2027VRheadsetsalesvolumegrowthintheU.S.2018-202770%60%50%63.5%43.4%40%30%20%10%0%18.5%16%6.2%20262.6%20251.9%2023-0.2%2018-2.2%2024-5%-10%2019202020212022202716Description:ThesalesvolumeoftheUnitedStatesVRheadsetindustryisforecasttogrowby16percentin2022comparedtothepreviousyear,withgrowthofslightlyundertwopercentexpectedin2023.

ReadmoreNote(s):UnitedStates;2018to2022Source(s):ConsumerMarketInsightsCHAPTER

03VRinEuropeVirtualreality(VR)headsetmarketrevenueinEuropefrom2018to2028(inbillioneuros)VRheadsetmarketrevenueinEurope2018-20283.02.52.01.52.652.512.452.141.911.721.51.21.00.690.460.50.00.332018201920202021202220232024202520262027202818Description:Therevenueinthe'VRHeadsets'segmentoftheconsumerelectronicsmarketinEuropewasforecasttocontinuouslyincreasebetween2023and2028byintotal0.9billioneuro(+52.33percent).Afterthetenthconsecutiveincreasingyear,theindicatorisestimatedtoreach2.65billioneuroandthereforeanewpeakin2028.Notably,therevenueofthe'VRHeadsets'segmentoftheconsumerelectronicsmarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Europe;2018to2028Source(s):ConsumerMarketInsightsVirtualreality(VR)headsetmarketrevenuegrowthintheEuropefrom2018to2027VRheadsetmarketrevenuegrowthinEurope2018-202780%70%74.8%60%49.7%50%40%30%20%10%0%40.6%26%24.7%202215%14.5%202612.1%202510.9%20242.4%20272018201920202021202319Description:TheEuropeanVRheadsetmarketisforecasttogrowunevenlyinthecomingyears,reachingover1.4billionU.S.dollarsin2022-ajumpof25percentfromthepreviousyear.In2023,VRheadsetrevenuesareexpectedtogrowbyafurther15percenttocloserto1.6billionU.S.dollars.ReadmoreNote(s):Europe;2018to2027Source(s):ConsumerMarketInsightsVirtualreality(VR)headsetsalesvolumeinEuropefrom2018to2028(inmillionpieces)VRheadsetsalesvolumeinEurope2018-2028765436.646.296.145.344.754.263.692.922101.651.170.892018201920202021202220232024202520262027202820Description:Thevolumeinthe'VRHeadsets'segmentoftheconsumerelectronicsmarketinEuropewasforecasttocontinuouslyincreasebetween2023and2028byintotal2.4millionpieces(+56.34percent).Afterthetenthconsecutiveincreasingyear,theindicatorisestimatedtoreach6.64millionpiecesandthereforeanewpeakin2028.Notably,thevolumeofthe'VRHeadsets'segmentoftheconsumerelectronicsmarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Europe;2018to2028Source(s):ConsumerMarketInsightsVirtualreality(VR)headsetsalesvolumegrowthinEuropefrom2018to2027VRheadsetsalesvolumegrowthinEurope2018-202790%80%70%60%50%77.1%41%40%32.1%30.8%201930%20%10%0%26.3%202215.6%202315%12.4%202511.4%20242.6%2027201820202021202621/statistics/1338395/vr-headset-sales-volume-growth-europeThesalesvolumeoftheEuropeanVRheadsetindustryisforecasttogrowby26percentin2022comparedtothepreviousyear,withagrowthofcloseto16percentexpectedin2023.In2022,theVRheadsetsalesvolumeinEuropereached3.69million.ReadmoreNote(s):UnitedStates;2018to2022Source(s):ConsumerMarketInsightsCHAPTER

04VRinAsiaVirtualreality(VR)headsetmarketrevenueinAsiafrom2018to2028(inbillionU.S.dollars)VRheadsetmarketrevenueinAsia2018-202865435.375.35.25.155.024.523.792.621.330.86100.652018201920202021202220232024202520262027202823Description:Therevenueinthe'VRHeadsets'segmentoftheconsumerelectronicsmarketinAsiawasforecasttocontinuouslyincreasebetween2023and2028byintotal0.9billionU.S.dollars(+19.91percent).Afterthetenthconsecutiveincreasingyear,theindicatorisestimatedtoreach5.37billionU.S.dollarsandthereforeanewpeakin2028.Notably,therevenueofthe'VRHeadsets'segmentoftheconsumerelectronicsmarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Asia;2018to2028Source(s):ConsumerMarketInsightsVirtualreality(VR)headsetmarketrevenuegrowthinAsiafrom2018to2027VRheadsetmarketrevenuegrowthinAsia2018-2027120%100%80%95.4%60%40%20%0%54.2%45.6%33.2%201919.4%202315.2%201811.1%20242.5%20251.9%20270.9%202620202021202224Description:TheVRheadsetmarketinAsiaisforecasttogrowunevenlyinthecomingyears,reaching3.8billionU.S.dollarsin2022-ajumpof46percentfromthepreviousyear.In2023,VRheadsetrevenuesareexpectedtogrowbyafurther19percenttoover4.5billionU.S.dollars.ReadmoreNote(s):Asia;2018to2022Source(s):ConsumerMarketInsightsVirtualreality(VR)headsetsalesvolumeinAsiafrom2018to2028(inmillionpieces)VRheadsetsalesvolumeinAsia2018-2028141210812.9412.7712.5512.3912.0510.859.156.17643.132.141.72202018201920202021202220232024202520262027202825Description:Thevolumeinthe'VRHeadsets'segmentoftheconsumerelectronicsmarketinAsiawasforecasttocontinuouslyincreasebetween2023and2028byintotal2.1millionpieces(+19.35percent).Afterthetenthconsecutiveincreasingyear,theindicatorisestimatedtoreach12.94millionpiecesandthereforeanewpeakin2028.Notably,thevolumeofthe'VRHeadsets'segmentoftheconsumerelectronicsmarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Asia;2018to2028Source(s):ConsumerMarketInsightsVirtualreality(VR)headsetsalesvolumegrowthinAsiafrom2018to2027VRheadsetsalesvolumegrowthinAsia2018-2027120%97.4%100%80%60%40%20%0%48.2%46%24.8%201920.8%201818.6%202311.1%20242.8%20251.3%20261.8%202720202021202226Description:ThesalesvolumeoftheAsianVRheadsetindustryisforecasttogrowbetween2022and2027.Particularly,itwillincreaseby48percentin2022comparedtothepreviousyear,withagrowthofslightlyunder19percentexpectedin2023.

ReadmoreNote(s):UnitedStates;2018to2022Source(s):ConsumerMarketInsightsCHAPTER

05CompaniesExtendedreality(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%Q12020Q22020Q32020Q42020Q12021Q22021Q32021Q42021Q12022Q22022Q32022Q42022Q1202328/statistics/1222146/xr-headset-shipment-share-worldwide-by-brandMetaQuestwastheleadingextendedreality(XR)headsetvendorintermsofshipmentsinearly2023,occupying49percentofthemarketinthefirstquarteroftheyear.Sonyrankedsecondamongvendors,accountingforaround32percentofshipments.ReadmoreNote(s):Worldwide;Q12020toQ12023Source(s):CounterpointResearchComparisonofvirtualreality(VR)headsetsworldwidein2023,byprice(inU.S.dollars)ComparisonofVRheadsetsworldwide2023,byprice4,0003,5003,0002,5002,0003,4991,5001,0005000999599550499499430399390299AppleVisionProMetaQuest

HPReverbG2

PlayStationVR2

ValveIndex

MetaQuest3ProPico4MetaQuest2PicoNeo3

PlayStationVR29Description: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,byweight9008007006005004008093005032005864985031000MetaQuest3HPReverbG2MetaQuest2Pico4ValveIndex30Description: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)31Description:AppleVisionProwasdebutedtotheworldinJune2023aspartofthecompany'sannualdeveloperconference.Withanexpectedreleasesometimein2024,analystshavesuggestedthatthecompanycouldship350,000VisionProdevicesinthefirstyearofthelaunch,risingto1.48milliondevicesinyeartwo.ReadmoreNote(s):Worldwide;2023Source(s):Apple;CanalysShareofSteamuserswithavirtualreality(VR)headsetworldwideasofJuly2023,bydeviceSteamuserVRheadsetshareworldwide2023,bydeviceOther9.66%WindowsMixedReality5.00%OculusRift5.63%HTCVive6.25%OculusQuest241.02%OculusRiftS11.86%ValveIndexHMD20.03%32Description:DuringtheJuly2023survey,justover41percentofSteamuserswithavirtualreality(VR)headsetstatedthattheyhadanOculusQuest2.Overall,justundertwopercentofallSteamusersreportedtohaveaVRheadset.

ReadmoreNote(s):Worldwide;July2023Source(s):SteamShareofgamedevelopersworldwideworkingongameprojectsforselectVR/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%33Description:Thegamingworldisrapidlychangingandvirtualrealityandalternaterealitygamingisnolongerthingofthefuture.Duringa2023survey,36percentofrespondinggamedevelopersworldwidestatedthattheywerecurrentlydevelopinggamesfortheMetaQuestvirtualrealityheadset.ReadmoreNote(s):Worldwide;2023;2,300respondents;GameDevelopersConferenceattendeesSource(s):GameDevelopersConferenceCHAPTER

06ConsumptionFrequencyofvirtualreality(VR)useintheUnitedStatesasofOctober2022FrequencyofVRuseintheU.S.2022Shareofrespondents30%0%10%9%20%40%50%60%70%80%76%Idon'tuseaugmentedrealityLessoftenthanmonthlyMonthly3%Weekly4%MultipletimesaweekDaily5%3%35/statistics/1310597/virtual-reality-use-frequency-usDuringa2022surveyintheUnitedStates,itwasfoundthatover75percentrespondentsdidnotusevirtualreality(VR).Onthecontrary,onlythreepercentoftherespondentsusedVRdaily,whileafurtherfivepercentuseVRmultipletimesaweek.

ReadmoreNote(s):UnitedStates;October13to20,2022;1,264respondents;18yearsandolderSource(s):VorhausAdvisorsReasonstolikevirtualreality(VR)intheUnitedStatesasofOctober2022,byusecaseReasonstolikeVRintheU.S.2022,byusecaseShareofrespondents15%0%5%10%20%25%30%35%35%40%Non-specificpositiveresponseFeelsreal/immersiveToescape/seedifferentworldsFuntoplay20%14%10%Newtechnology/differentGameplayexperience8%5%Tolearn/travel2%36Description:Duringa2022surveyintheUnitedStates,amongthoserespondentswhousevirtualreality(VR),overonethirdsaidthattheydidnothaveaspecificreasonforwhytheylikeusingit.Around20percentsaidthattheylikedtouseVRitasitfeelsrealandisimmersive.ReadmoreNote(s):UnitedStates;October13to20,2022;153respondents;18yearsandolderSource(s):VorhausAdvisorsInterestinvirtualreality(VR)intheUnitedStatesasofOctober2022,byusecaseInterestinVRintheU.S.2022,byusecaseShareofrespondents15%0%Games5%10%20%25%30%35%40%37%Travel12%Music9%9%9%WatchingmoviesandTVshowsImmersiveenvironmentsTraining/EducationImaginaryenvironmentsHistory8%8%7%Makingcontentbetter1%37Description:Duringa2022surveyofAmericansinterestedinvirtualreality,37percentofrespondentsstatedthattheyinterestedinusingvirtualreality(VR)forgames.OthertopicsofVRinterestlaggedfarbehindinpopularity,includingtravelandmusic.ReadmoreNote(s):UnitedStates;October13to20,2022;306respondents;18yearsandolderSource(s):VorhausAdvisorsInterestinvirtualreality(VR)intheUnitedStatesasofOctober2022,byageInterestinVRintheU.S.2022,byageAll18-3435-5455+140%120%100%58%80%60%40%20%0%13%23%8%4%25%20%9%18%17%28%14%9%28%26%36%19%317%415%13%1-Notatallinterested25-Veryinterested38Description:IntheUnitedStates,asurveyshowedthatasofOctober2022,around36percentofrespondentswerenotatallinterestedinvirtualreality(VR).Just13percentofrespondentsstatedthattheywereveryinterestedinVR.Thisisincontrastto26percentofrespondentsaged18to34yearswhosaidtheywereveryinterested.ReadmoreNote(s):UnitedStates;October13to20,2022;1,264respondents;18yearsandolderSource(s):VorhausAdvisorsLevelofknowledgeregardingvirtualreality(VR)intheUnitedStatesasofOctober2022,byageLevelofknowledgeregardingVRintheU.S.2022,byageShareofrespondentsGeneralpopulation

55+

35-5425%18-3430%0%5%10%15%20%35%34%40%45%50%49%55%1-Havenoknowledge21%15%26%32%223%13%13%19%19%322%31%12%