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The Shanghai Stock Exchange has recently approved SeeYA’s IPO application. The company intends to raise CNY 2.015 billion to increase its OLEDoS display production capacity and expand its R&D center. TrendForce reports that demand for OLEDoS micro-displays, driven by near-eye devices such as AR, VR, and MR, is projected to reach 31.5 million units by 2030, with a CAGR of 81% from 2025 to 2030.
TrendForce observes that SeeYA’s listing signifies a steady decline in Sony’s long-standing dominance of the OLEDoS supply market. Along with Chinese companies like BOE, SIDTEK, and OLiGHTEK, SeeYA is contributing to the development of a localized OLEDoS supply chain. If healthy price rivalry among suppliers continues, it is anticipated to boost the adoption of OLEDoS in AR, VR, and MR devices.
As VR and MR devices become lighter and offer higher resolutions, the cost and technical performance of OLEDoS continue to improve. This development positions OLEDoS as a serious competitor capable of surpassing mainstream LCD and glass-based OLED solutions. TrendForce estimates that OLEDoS is projected to reach nearly 60% market share in the global VR/MR sector by 2030.
In the AR glasses market, lightweight designs primarily for auxiliary information display have become the main focus for next-generation products. However, OLEDoS-based immersive viewing devices—known for their superior image quality and a more developed supply chain—are expected to remain significant, capturing over 20% of the market share by 2030.
