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DSCC www.displaysupplychain.com Display Market Share and Revenues OLED on silicon (SIOLED) will capture the largest share of shipments from 2026, with LCD in second place. AMOLED will be back thanks to Sony's PSVR2. The increase in PPI will make this technology attractive again. Revenues for AR/VR displays will grow at a CAGR of 51.8%, from $0.6B in 2021 to $7.2B in 2027. Chart excludes wearable monitor HMDs for Industrial & Medical applications AR/VR Display Market Share by Technology 100% 90% 80% Share of Shipments 70% 60% 50% 40% 30% 20% 10% 0% 2022 2023 2024 2025 2026 2027 Source: DSCC 2022 AeMagin Display Revenues by Headset Type VR and Passthrough AR See-through AR 8000 7,191 7000 LCD ■AMOLED ■ SiOLED ■MicroLED LCOS Revenues ($M) 6000 5,231 5000 4000 LBS 3000 micro LCD DLP 1,784 2000 1000 587 0 2021 2023 2025 2027 AR/VR Market grows to $7.2B; OLED Microdisplays take the largest share ©2023 eMagin Corporation 20

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