Supply Chain and Application Breakthroughs to Drive OLEDoS Penetration in VR/MR to 58% by 2030

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Apple is making a notable comeback in the VR/MR market with its upgraded Vision Pro, which still uses OLEDoS display panels. The device aims to drive the next generation of head-mounted devices by enhancing computing power and weight distribution.

TrendForce’s latest report on “2025 Near-Eye Display Market Trends and Technology Analysis” indicates that OLEDoS, the preferred display technology for mid-to-high-end VR/MR devices, is experiencing significant breakthroughs in both supply chain and application areas. Consequently, OLEDoS adoption in VR/MR is projected to rise to 58% by 2030.

Weak performance from Meta, Apple, Sony, and other major brands is expected to lead to a decline in global VR/MR shipments, dropping to 5.6 million units in 2025. Despite these short-term challenges, TrendForce anticipates a recovery in the market, with global shipments rising to 14.4 million units by 2030, driven by ongoing software and hardware upgrades from key brands.

TrendForce highlights that display technology significantly influences VR/MR product pricing. Recently, LCD has become the dominant choice because of its cost advantages. However, as Chinese panel makers expand OLEDoS production and global brands increasingly use OLEDoS for higher resolution and slimmer designs, the adoption of this technology is expected to grow rapidly in the coming years.

On the supply side, besides Sony, over 10 Chinese companies such as Seeya, BOE, and Sidtek are actively developing 12-inch OLEDoS fabs. As yields improve, production costs are expected to decrease.

On the application side, Apple and Samsung are utilizing application platforms and generative AI to enhance their software experiences. Apple’s upcoming Vision Pro will feature the advanced M5 chip to increase computing capabilities, extend battery life, and enhance AI and app performance.

Samsung, in collaboration with Google and Qualcomm, plans to release the Galaxy XR featuring a 4K OLEDoS display. It will utilize the Android XR platform to expand mobile and tablet app capabilities and enhance ecosystem integration.

Meanwhile, Meta is strengthening its ecosystem and planning to use a 0.9-inch OLEDoS with a Pancake optical module. This aims to overcome current product size limitations and cater to the growing need for lightweight VR/MR devices. TrendForce predicts that as costs decrease and technology advances, OLEDoS will move from the mid-to-high-end market into mainstream applications. This shift is expected to play a significant role in transforming and upgrading the VR/MR industry.