➀ The Apple Vision Pro, launched in 2024, quickly captures a 5% market share in the VR/MR segment, becoming the third-largest player. ➁ Sales of the Apple Vision Pro in China have reportedly fallen short of expectations. ➂ AR glasses are thriving in the Chinese market, with 284K units sold in 2024.
Recent #AR news in the semiconductor industry
➀ Researchers from Hanyang University, Yonsei University, and Sogang University in South Korea have developed a silicon-integrated hole transport layer using microlithography to enhance OLED performance without sacrificing energy efficiency.
➁ This innovation significantly improves charge balance, resulting in enhanced luminance and reduced crosstalk in OLED displays.
➂ The new structure achieved an ultra-high resolution of 10,062 pixels per inch (PPI) on a six-inch wafer, opening doors for high-definition OLED displays in VR, AR, smart glasses, wearables, and next-gen smartphones.
➀ After two quarters of declines, Q3 shipments of AR/VR headsets rose 12.8% according to IDC, driven by Meta's Quest 3 and Sony's PSVR2. ➁ Mixed Reality headsets, like the Quest 3, are expected to grow 21.7% in 2025. ➂ Extended Reality devices are forecasted to have a 85.7% CAGR through 2028.
➀ The Fraunhofer Institute for Photonic Microsystems (IPMS) has developed a Universal Display Data Converter (UDDC) for seamless image data transfer to microdisplays. ➁ The UDDC converts various video interfaces to a standard for driving microdisplays and facilitates development in AR and VR. ➂ The system uses an FPGA and supports industry-standard video protocols, including MIPI D-PHY+DSI and SMPTE SDI.
➀ Meta's Orion AR glasses use SiC lenses for advanced AR experiences; ➁ Indy Autonomous Challenge's SIM to REAL platform aims to speed up AI training for autonomous systems; ➂ Virginia Tech's clean room is reopened with state-of-the-art equipment for advanced research; ➃ ASU's SWAP Hub receives $7.8 million funding for secure processor development; ➄ Qualcomm completes the acquisition of Sequans's 4G IoT technology; ➅ Synopsys sells its Software Integrity Group to Clearlake Capital Group and Francisco Partners.
➀ Shipments of AR/VR headsets in Q2 2024 fell 28.1% year-on-year to 1.1 million units, with IDC forecasting a 1.5% decrease in full-year shipments. ➁ Next year, sales are expected to rise 41.4% due to new technology and more affordable devices. ➂ Mixed reality (MR) headsets are predicted to grow, driven by advancements in technology and consumer-friendly designs.
➀ Researchers at Fraunhofer IPMS have significantly increased the transparency of OLED microdisplays, achieving a 45% transparency rate. ➁ The improved technology utilizes a silicon backplane and a monolithic organic frontplane integrated on the top metalization layer. ➂ The advancements are showcased at the IMID 2024 conference, highlighting applications in AR and complex optical systems.