Research Reports

Meta’s New AR Device to Lift LCoS Share to 13% by 2026, Intensifying Competition with LEDoS

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Last Modified

2025-09-19

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Update Frequency

Aperiodically

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PDF



TrendForce’s latest investigations reveal that Meta has released its first mass-produced AR device—the Meta Ray-Ban Display Glasses—featuring LCoS display technology. This move is expected to boost LCoS’s share of AR displays to 13% by 2026. By contrast, single-panel full-color LEDoS is not expected to achieve major breakthroughs in technology and cost until 2028. Until then, competition between the two technologies is set to intensify.

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