1. AR, VR and MR Accessories Industrial Chain Analysis
The upstream of the AR, VR and MR Accessories industry is the supply of raw materials, such as chips, optical modules, displays, etc. Midstream is a manufacturer in the AR, VR and MR Accessories industry, they manufacture and sell this product. Downstream are buyers in the AR, VR and MR Accessories industry. They are end consumers and other companies that demand the products, mainly from education, medical and industry.
2. Key Raw Materials Suppliers and Price Analysis
Table Key Raw Materials Suppliers and Price Analysis
|
Item |
Suppliers |
Description |
|
Chip |
Qualcomm |
Web: www.qualcomm.com Tel: 312-588-4990 Add: 5775 Morehouse Dr. San Diego CA 92121 USA |
|
Intel |
Web: www.intel.com Tel: (408) 765-8080 Add: 2200 Mission College Blvd. Santa Clara, CA 95052. USA | |
|
Freescale Semiconductor |
Web: www.nxp.com Tel: (512) 895-2000 Add: 6501 W. William Cannon Dr. Austin, TX 78735 | |
|
Optical Module |
Coherent Corp |
Web: www.coherent.com Tel: +1 724 352 4455 Add:375 Saxonburg Blvd. Saxonburg, PA 16056-9499 |
|
NADDOD |
Web: www.naddod.com Tel: +86 185 7164 3420 Add: 6 Raffles Quay, #14-06, Singapore 048580 | |
|
Lumentum Holdings |
Web: www.lumentum.com Tel: 408 546 (5483) Add: 1001 Ridder Park Drive San Jose, CA 95131 United States | |
|
See-through Display |
Crystal Display Systems |
Web: crystal-display.com Tel: +44 (0)1634 791 600 Add: Unit 6 M2M Park, Fort Bridgewood, Maidstone Road, Rochester, Kent, ME1 3DQ |
|
Lumineq |
Web: www.lumineq.com Tel: +358 9 7599 530 Add: Olarinluoma 9 02200 Espoo Finland | |
|
DATA MODUL |
Web: www.data-modul.com Tel: +65 67 42 79 88 Add: 82 Genting Lane #05-04 349567 Singapore |
3. Key Raw Materials Supply and Demand Analysis
There is a certain mismatch between supply and demand for chips. Since COVID-19 changes in downstream demand have caused a shift in the direction of chip production and a mismatch between supply and demand, leading to a global chip shortage. As the impact of COVID-19 on the economy gradually diminishes and demand becomes stable, it is easier for chip suppliers to develop production plans based on supply and demand, and the impact of chip shortages on the industry gradually decreases. However, semiconductor demand is difficult to predict as artificial intelligence, electric and autonomous vehicles, the Internet of Things, and 5G and 6G will drive future chip demand. A variety of downstream applications may continue to compete for chip supplies. Because the supply capacity of parts and components cannot keep up with the growth in demand, there is a certain shortage of transparent displays. As production capacity increases and demand and supply adjust, the supply shortage of transparent displays gradually weakens.
4. Market Concentration Rate of Raw Materials
Table Market Concentration Rate of Raw Materials
|
Item |
Description |
|
Chip |
high |
|
Optical Module |
Moderate |
|
See-through Display |
Moderate |
5. Manufacturing Process Analysis
Figure Manufacturing Process Analysis
6. Major Downstream Buyers of AR, VR and MR Accessories Analysis
AR, VR and MR application scenarios are constantly enriched, and the application scope of AR, VR and MR Accessories is getting wider and wider. Consumer-level applications are gradually becoming more abundant. AR, VR and MR Accessories, such as AR glasses, are combined with traditional mobile games, travel, sports, film and television apps to develop a series of AR-side featured applications. Therefore, the end consumer is the buyer of the product. In addition, enterprise-level products are used in vertical fields such as industry, education, and medical care, and these industries have gradually become buyers of AR, VR and MR Accessories.
