The company forecasts substantial growth in the LEDoS market, predicting an increase from $30 million in 2023 to over $6.2 billion by 2032, underscoring the potential of AR glasses as a key growth driver.

These displays are designed to excel in bright outdoor conditions while maintaining low energy consumption, making them attractive for manufacturers of lightweight, wearable AR devices.

During its March 2025 shareholders' meeting, Samsung emphasized the strategic importance of LEDoS technology and committed resources to developing next-generation displays.

LEDoS technology, which employs micro-LEDs mounted on silicon wafers, promises high resolution and power efficiency, making it particularly suitable for AR applications.

Samsung is set to make significant strides in the augmented reality (AR) market, with plans to release its first smart glasses model in 2026 and a fully-featured AR glasses product expected in 2027, both utilizing its innovative LED on Silicon (LEDoS) technology.

Samsung is also positioning itself as a supplier for rival companies' AR projects, with Meta's prototype AR glasses reportedly using LEDoS displays.

The company aims to commence commercial production of LEDoS displays by 2027, aligning with the anticipated launch of its second-generation AR glasses.

In early 2025, Samsung reorganized its operations to bolster LEDoS development, establishing a dedicated micro-LED team led by display technology expert Yoon Seok-ho.

Additionally, Samsung has teased its own XR headset, 'Project Moohan,' in collaboration with Google, marking its entry into the competitive AR landscape.

The push for AR technology is gaining momentum, with major tech companies, including Samsung and Google, heavily investing in the market despite past challenges.

Samsung is also collaborating with Google to introduce new smart glasses, further enhancing their partnership in next-generation technology.

The AR headset market is becoming increasingly competitive, with various startups and established players like Sony and XREAL showcasing their latest innovations.