Apple's iphone x new machine triggers a wave of 3D sensing face recognition applications, a new trend for global smartphone manufacturers to unlock and move payments, and the industry expects Apple to expand into other product offerings in 2018, while Android's mobile phone industry is also brewing to speed up follow-up, 2018 Global 3D Sensing related supply chain among them, the British IQE will set up a new factory in 2018, long-term goal will expand about 100 units of MOCVD machine scale, Taiwan also actively grab into, the crystal electricity is expected to import 6-inch machine production, new machine will also be introduced equipment, the potential market opportunities for the layout. 3D sensing technology will gradually expand into various applications, making 3D sensing industry chain rapid prototyping, especially 3D sensing vcsel (Vertical cavity Surface emitting Laser) components, will become the future growth of the main driving force, expected 2016~ The 2022 global Vcsel market will grow at a CAGR of 17.3% a year, and the market size will reach $1 billion in 2022. With the Apple iphone new product shipments continued to volume, the main suppliers began to target the next wave of business opportunities, the United States Department of Lumentum in the Vcsel order to obtain the dominance of Apple, since 2018 will be robbed into the vr/ar device market, and gradually expand the application of the Smart Car LiDAR distance sensing technology, In 2017, the Finisar, which was hit by a production-rate bottleneck, is expected to return to Apple's supply chain in 2018 and lumentum Apple orders. The IQE, which supplies Zhong Leijing materials, recently announced that it will raise about £ 95 million bn as a silver bullet to expand capacity, and will build a new plant in the UK in 2018, which is expected to add $number Taiwan's MOCVD machine station in the next 3-5 years. Iqe pointed out that the long-term capacity of the new plant will reach 100 sets of MOCVD machine, not only in line with consumer electronic customers for the Vcsel wafer material needs, will also be in line with a number of emerging application market demand, and further expand the momentum of operating growth. In the 2017, the IQE main product proportion, the wireless communication application accounted for 47%, and the optical applications including Vcsel only about 16%, meaning that although Vcsel product shipments let IQE operation Eat pill, but the proportion of its revenue is still not high, Iqe in order to aggressively sprint after 2018 's huge market demand, will be bound to expand MOCVD machine capacity. It is noteworthy that IQE President and CEO Drew Nelson recently appeared in Taiwan, do not exclude the search for other OEM suppliers in Taiwan, the industry is spread out in the case of Vcsel lei-grain shortage, the Taiwan plant will have the opportunity to obtain IQE OEM orders, however, IQE and the Crystal Electric on this do not comment. Supply chain industry disclosed that 2017, only a few 4-inch MOCVD machine production Vcsel lei chip, but 2018 will be expected to increase the $number Taiwan's 6-inch MOCVD machine, the expansion of investment Vcsel lei chip production, the industry estimates if each platform of the monthly projection of about $number tablets, the price of 2 per piece, More than $000, gross margin will be significantly better than the current average, which will contribute greatly to the profitability of the crystal electricity. In addition, due to the difference between led and Vcsel technology, Vcsel long crystal process will affect the good rate and precision, for the crystal power from the LED across the foot vcsel production of quality stability, still need to be observed, and the success of the lumentum to obtain OEM orders, Upstream of the new photoelectric also favored as a supplier, making the 2018 Vcsel order competition more intense.
