VR/AR/MRの光学系技術 2026-2036年：技術、予測、市場

「VR/AR/MRの光学系技術 2026-2036年」が対象とする主なコンテンツ　

（詳細は目次のページでご確認ください）

■ 全体概要と結論

■ 光学系技術別AR/VRヘッドセットの10年間市場予測

■ AR/MR/VRヘッドセットと市場紹介（スマートグラスやAIグラスを含む）

■ XR（エクステンデッド・リアリティ）ヘッドセット光学系の紹介

■ 主なAR/MR向け光学系技術：

■ 導波路の処方度数補正と封止（3Dプリントレンズや焦点可変液晶レンズなど）

■ AR用光学系設計者を対象する光学シミュレーションソフトウェアの提供

■ VRの主要光学系技術：

■ 50社以上の企業概要

 

■ AR（拡張現実）/MR（複合現実）/VR（仮想現実）ヘッドセット市場紹介

■ XRデバイスの光学要件紹介

■ 10種類を超える光コンバイナ・レンズ技術

■ 市場の予測・分析：(以下項目の数量・収益の10年間市場予測（実績データとナラティブに基づく）)

■ 上記光学系技術に対する商業的・技術的要因に基づくベンチマーク評価と、狭視野角・広視野角のARデバイスとVRヘッドセットを対象とする用途適合性の定量的評価

 

 

 

XR products span a range of form factors, levels of immersion, and physical design constraints. Application requirements vary widely depending on the intended use case. Relevant performance metrics may include efficiency, power consumption, comfort, image quality, field of view (FoV), color fidelity, and battery life. In some applications, optical efficiency and weight may be the priority, while in others, wide FoV or high image quality may be more important. This diversity shapes the optical choices available to headset manufacturers.

 

Consumer expectations for XR devices also depend on their intended purpose. For everyday wear, AR glasses will require a lightweight design, unobtrusive or fashionable styling, and sufficient battery life for extended use. As a result, compact optical systems and efficient waveguide designs are of particular relevance. In contrast, more immersive VR applications, such as gaming or media consumption, may allow for trade‑offs in weight or battery life in favor of enhanced image clarity, improved color fidelity, or larger field of view. In these scenarios, achieving a high level of immersion often becomes the primary objective. Across all consumer use cases, comfort remains a key consideration, influencing both device adoption and usage duration.

 

Professional and industrial use cases can accommodate different sets of constraints. Many enterprise deployments prioritize robustness, controlled‑environment operation, and application‑specific functionality. This can allow for acceptance of external battery packs, larger form factors, or more complex optical assemblies where necessary. These devices may cover a wide range of immersion levels, from monocular near‑eye displays to fully enclosed mixed‑reality headsets. Such variance contributes to the continued market demand for a diverse range optical solutions.

 

Significant activity is occurring in consumer smart glasses, driven in part by the integration of AI systems which may give smart glasses a 'killer application'. These applications require simple, lightweight optical components that can display notifications, cues, and contextual information. Meta's Ray‑Ban Display device, launched in September 2025, represents one recent example of this category. Further devices from major technology companies, including expected products from Google and Snap in 2026, are likely to contribute to this segment. These developments have increased interest in optics suitable for glasses‑like form factors, particularly those enabling thin, lightweight designs.

 

AR devices rely on optical combiners and waveguides to deliver imagery while maintaining transparency. Key challenges include managing color performance, achieving acceptable efficiency, ensuring a suitably wide field of view, and providing a sufficiently large eye box to accommodate natural eye movement. Prescription integration and encapsulation is another active area of development.

 

VR devices make use of lenses and manufacturers are exploring solutions to the vergence accommodation conflict. Pancake lenses are now the standard technology used in the vast majority of released devices, offering compactness and providing a solution to god ray issues that hampered Fresnel lenses. However, pancake lenses are not without any trade-offs, including low optical efficiency, ghost images and higher cost.

 

The report examines a broad range of optical technologies used in AR and VR systems. For AR, these include waveguide‑based combiners using diffractive, holographic, reflective, and other coupling and propagation methods such as birdbath combiners and display-only headsets. For VR, optical systems including pancake lenses, Fresnel lenses, and aspheric lenses, as well as potential future technologies such as geometric phase optics. Each technology is assessed via benchmarking of commercial and technological factors, alongside a SWOT analysis.

 

The report compares technology classes with these criteria and provides analysis on which are best positioned for growth across the coming decade. Market forecasts from 2026 to 2036 are provided for AR and VR devices, supported by historical data and industry developments. Adoption projections for optical technologies are included, with segmentation by AR and VR device type. By 2036, AR headset shipments are projected to reach around 35 million units per year, with VR shipments exceeding 27 million units. These markets create opportunities for suppliers of optical components and related materials. Combined revenues for AR and VR devices is forecast to surpass US$22 billion by 2036. The distribution of this value across components will vary depending on device category, and manufacturing costs.

 

This report forms part of IDTechEx's broader XR research portfolio. It builds on prior editions with new analysis of the XR market, updated benchmarking, and further discussion of the company landscape. Drawing on interviews and ongoing industry engagement, the report provides a neutral assessment of the technologies and market factors shaping the future of optics for virtual, augmented, and mixed reality devices.

 

This report from IDTechEx covers the following key contents:

• Overall headset market (VR including MR-capable devices, AR including MR-capable devices).

• Combiners for AR, split into 10 classes of technology. AR devices are divided into narrow vs wide field of view.

• Lenses for VR, split into 4 different technologies.

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