NuAxiSemiconductor trade intelligence
#AR glasses are moving into the consumer market, with 2026 shipments set to double to 1.31 million units. As OLEDoS shifts toward monochrome green and...
What happened
According to TrendForce analysis published on October 15, 2026, AR glasses are moving into the consumer market, with 2026 shipments forecast to double to 1.31 million units (a forecast, not an actual result), driven by Meta and Chinese brands. On the display side, OLEDoS is expected to shift toward monochrome green, while LEDoS advances to dual-color. The source does not state specific supply or price implications of these shifts.
Impact and signal
Medium impactImpact score: 55/100
Affected components and suppliers
OLEDoSLEDoS
AR glassesOLEDoSLEDoSmonochrome greendual-color2026 shipment forecast
Source and time
Source: TrendForce Official (Market Data) · 10/15/2026 · View original source
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