From the definition of AR in 1997 to the application and landing of AR products; The AR industry has experienced a period of rapid development for more than 20 years. After the release of Apple iPhone in 2008, the smart phone industry has achieved unprecedented development. The development of smart phone industry has promoted the price reduction, size reduction and performance improvement of display devices and sensors, laying a solid technical foundation for the popularization of VR/AR products.
20 12 in April, Brin, co-founder of Google Inc, held an air conference wearing Google Glass to announce the official appearance of Google Glass. As one of the most concerned technology products of 20 12, Google Glass has successfully set off a new VR craze. Subsequently, other technology giants quickly followed up and actively participated in the research and development of VR technology, and on this basis, AR, mixed reality MR and other technologies were also included in the track of rapid development.
In recent years, with the rapid development of AR technology, the usage scenarios of AR products have been extended to video, games, engineering, military, education, medical care, real estate, retail and other fields. On the whole, the global AR market is still dominated by industry users, with fewer individual users. In the consumer market, by the end of 2022, Nreal had reached the mass production record of 654.38 million+AR glasses, ranking first in the world in sales volume.
The global augmented reality (AR) consumer users will reach 9.7 million.
According to Statista's data, the number of global AR consumers is increasing from 2020 to 2022, from 3.6 million in 2020 to 5.4 million in 20021year. It is estimated that it will reach 9.7 million in 2022, with a compound annual growth rate of 64%.
Note: Data in 2022 are estimated values.
The global shipment of augmented reality (AR) terminals is 700,000 units.
From the global market, the shipment of AR terminal equipment increased rapidly in 20021year. According to the data released by IDC, the global shipment of AR terminals in 2065,438+07 was about 450,000 units. However, in 2065,438+08, the global shipment of ar terminals was 260,000 units, a sharp drop of 42% year-on-year. The reason is that AR technology has not broken through the bottleneck, such as low resolution and pixels per inch, insufficient refresh rate and frame number, too long delay in networking applications, inconsistent standards from different manufacturers, and high price. With the construction of 5G base station and the development of 5G technology in the world, the characteristics of bandwidth and low delay can solve the problems of insufficient image rendering ability, poor terminal mobility and poor interactive experience caused by insufficient bandwidth and delay. In 20021yeAR, the global shipment of ar terminals was about 700,000 units, up 75% year-on-year.
The market share of integrated AR equipment reaches 70%
AR equipment can be subdivided into integrated equipment and non-integrated equipment. An integrated AR device refers to an AR device with a built-in processor, sensor, battery, storage memory and display, so it does not need to be connected to a PC or smart phone, such as Quest 2 and Pico Neo 3. Non-integrated AR devices, such as AR glasses plugged into mobile phones, use smart phones to provide virtual reality experience, and basically only have the function of watching movies, and slide smart phones into mobile phones to display 3D images. Or an AR head display, which is connected to a PC through a data line (HDMI/USB), and the data calculated by the computer and the rendered graphics are transmitted to the head display through the data line, which can provide a higher quality AR experience and a stronger sense of immersion.
According to the product structure data of global AR equipment breakdown published by IDC, global AR equipment can be divided into integrated and non-integrated types, in which integrated AR equipment accounts for a relatively large proportion, accounting for about 70% of the total market share, and non-integrated AR equipment accounts for about 30% of the total market share.
The global augmented reality (AR) terminal market has reached $7.2 billion.
With the replacement of AR products and the reduction of the cost of important parts, the average selling price of AR terminals will gradually decrease. According to the data of Strategic Analytics, in 20021year, the average unit price of global consumer-grade AR terminals will drop to 740 USD/set. According to preliminary calculation, the global AR terminal market in 20021year was about 7.2 billion US dollars, up 66% year-on-year.
—— For the above data, refer to the Analysis Report on Development Prospect Forecast and Investment Strategic Planning of China Augmented Reality (AR) Industry by Forward-looking Industry Research Institute.