增强现实与持久空间映射（VPS）基础设施市场（2026—2031）
增强现实与持久空间映射（VPS）基础设施市场预计由2026年的21.2亿美元扩大至2031年的42.5亿美元，预测期复合年增长率为14.92%。北美是当前最大市场，亚太地区增长最快。
市场研究正文
规模、增长、细分、驱动因素与关键问题
当前质量分 100.00，审核状态 accepted。结构化字段已按 RoboInd 内容层级组织。
核心结论
增强现实与持久空间映射（VPS）基础设施市场预计由2026年的21.2亿美元扩大至2031年的42.5亿美元，预测期复合年增长率为14.92%。北美是当前最大市场，亚太地区增长最快。
市场走势
结构化指标
| 指标 | 年份 | 数值 | 性质 |
|---|---|---|---|
| 复合年增长率 | 2031 | 14.92% | 机构预测 |
| 市场规模 | 2026 | USD 2.12 billion | 机构预测 |
| 市场规模 | 2031 | USD 4.25 billion | 机构预测 |
细分市场份额
市场结构
| 维度 | 细分项 | 年份 | 份额 |
|---|---|---|---|
| application | AR Navigation and Wayfinding | 2025 | 62.210% |
| component | Cloud, Edge, and On-Premises Infrastructure | 2025 | 38.420% |
| deployment_model | Cloud | 2025 | 48.070% |
| end_user | Enterprise and Industrial Organizations | 2025 | 58.470% |
| geography | North America | 2025 | 84.120% |
| mapping_scope | Venue and Building Scale | 2025 | 42.460% |
关键结论
- application 维度中，AR Navigation and Wayfinding 在 2025 年的公开份额为 62.21%。
- component 维度中，Cloud, Edge, and On-Premises Infrastructure 在 2025 年的公开份额为 38.42%。
- deployment_model 维度中，Cloud 在 2025 年的公开份额为 48.07%。
- end_user 维度中，Enterprise and Industrial Organizations 在 2025 年的公开份额为 58.47%。
- geography 维度中，North America 在 2025 年的公开份额为 84.12%。
- mapping_scope 维度中，Venue and Building Scale 在 2025 年的公开份额为 42.46%。
主要参与者
- Niantic Spatial, Inc.
- Immersal Oy
- EasyAR Technology Co., Ltd.
- Sturfee, Inc.
- Visualix GmbH
增长驱动因素
| 因素 | 影响 CAGR | 地区相关性 | 影响周期 |
|---|---|---|---|
| Enterprise Digital-Twin and Spatial Workflow Rollouts | +4.200% | Global, concentrated in North America and Germany | Medium term (2-4 years) |
| Shared Spatial Data Infrastructure for Physical AI Agents | +3.200% | North America and Asia-Pacific core, spillover to Europe and Middle East and Africa | Medium term (2-4 years) |
| Falling XR Hardware Costs and Broader Device Availability | +2.800% | Global, with Asia-Pacific driving volume and North America driving value | Short term (≤ 2 years) |
| Edge Networking and Low-Latency Spatial Computing | +2.400% | North America, Europe, South Korea, and Japan | Medium term (2-4 years) |
| Growth of Autonomous Robots, Drones, and Computer-Vision Navigation | +2.100% | Global industrial corridors and logistics hubs | Medium term (2-4 years) |
| Persistent Map Demand for Private Indoor and Campus Environments | +1.500% | North America and Europe | Short term (≤ 2 years) |
市场制约因素
| 因素 | 影响 CAGR | 地区相关性 | 影响周期 |
|---|---|---|---|
| Privacy, Cybersecurity, and Consent Risks for Captured Spaces | -1.800% | Europe and North America, increasingly Asia-Pacific | Short term (≤ 2 years) |
| High Capture, Map-Maintenance, and Deployment Costs | -1.400% | Global, most acute in emerging markets and small and medium-sized enterprise segments | Long term (≥ 4 years) |
| Map Drift Across Changing Physical Environments | -0.900% | Global, concentrated in construction and industrial settings | Medium term (2-4 years) |
| Fragmented Spatial Standards and Vendor-Locked Map Formats | -0.700% | Global | Long term (≥ 4 years) |
报告关注的关键问题
What is the AR and VPS infrastructure market size?
The AR and VPS infrastructure market was USD 2.12 billion in 2026 and is forecast to reach USD 4.25 billion by 2031 at a 14.92% CAGR.
What is driving demand for persistent spatial mapping?
Industrial digital twins, physical AI agents, lower XR hardware costs, and edge computing are supporting demand for stable location-based data.
Which component is expanding fastest?
Spatial SDKs, APIs, and Content Platforms are projected to expand at a 15.31% CAGR through 2031.
Which mapping scope has the strongest projected expansion?
Campus and Industrial-Site Scale is expected to expand at a 16.02% CAGR through 2031 as factories and warehouses need updated maps across connected facilities.
Which application leads current revenue?
AR Navigation and Wayfinding held 62.21% of revenue in 2025, supported by use in airports, retail sites, and logistics facilities.
Which region is projected to expand fastest?
Asia-Pacific is projected to expand at a 16.06% CAGR through 2031, supported by industrial policy, 5G coverage, and XR hardware manufacturing.
市场概览
- 增长最快市场：亚太地区
- 最大市场：北美
- 市场集中度：中等
查看来源：Mordor Intelligence