Meta’s Ray-Ban AR Glasses Drive LCoS Market Share to 13% by 2026 Amid LEDoS Competition

TrendForce reports that Meta’s first mass-produced AR device, the Meta Ray-Ban Display Glasses, utilizes LCoS display technology, projected to increase LCoS’s share of AR displays to 13% by 2026. Meanwhile, single-panel full-color LEDoS faces technological and cost barriers until 2028, intensifying competition between the two display technologies.

According to TrendForce’s “2025 Near-Eye Display Market Trends and Technology Analysis Report,” global AR device shipments are expected to grow 9.1% year-over-year in 2025, reaching 600,000 units, driven by demand for AI-enabled information-display applications. Meta’s AR glasses feature a single-eye near-eye display with a 20° field of view (FoV), fitting within the 20-35° FoV range suitable for AI-assisted information needs. The device offers a resolution of 600 x 600, a pixel density of 42 PPD, and a brightness of 5,000 nits.

Meta opted for a full-color LCoS display supplied by OmniVision, paired with Lumus’s geometric waveguide solution, over the mainstream single-green LEDoS with waveguide. This choice leverages LCoS’s technical maturity, single-panel full-color capability, cost efficiency, and lower power consumption. The decision is expected to expand LCoS’s market share and may encourage other brands to invest in the technology.

However, LCoS...