📊 The End of Sony’s Monopoly in the AR/VR Display Market

The manufacturer plans to raise 2.015 billion yuan ($278 million) to expand production of OLEDoS (OLED-on-silicon) microdisplays and to develop its R&D center.

According to TrendForce, SeeYA’s listing marks a weakening of Sony’s long-standing dominance. Together with BOE and other Chinese players, SeeYA is building a powerful local supply chain that will intensify competition and drive down device prices.

Demand for OLEDoS displays for AR and VR headsets is expected to reach 31.5 million units by 2030. The compound annual growth rate is projected at an impressive 81%.

By 2030, OLEDoS technology could account for nearly 60% of the VR/MR market, displacing traditional LCD screens thanks to its light weight, high resolution, and energy efficiency.

SeeYA already supplies panels to giants such as Xiaomi, DJI, and RayNeo, and is vying for orders from Meta and Apple. The company is expected to reach profitability in 2026.