In the field of sensors, Ames is a veteran company that has been working on analog sensors for the past 35 years and has more than 8,000 service customers worldwide and 9,500 employees, of whom over 1,000 are engineers and have worked in Europe, Asia And the United States has 21 design centers, more than 16 sales offices worldwide.
From the current business point of view, half of the company's revenue from consumer electronics, the other half from the automotive, industrial and medical, etc. Amy Si semiconductor CEO Alexander Everke said the proportion of consumer electronics will increase in the future.Products, AMS coverage is also quite extensive, involving optical, environmental, imaging, audio and other four categories of sensors.
Launched a new tri-stimulus color sensor
This time, Ames semiconductor executives in China, the main release of the product belongs to the field of optics - a tristimulus sensor AS7264N.It is reported, AS7264N can provide color measurement, can accurately match the human eye response to the visible spectrum , But also accurately measure the blue wavelength.
Why Detecting Blu-ray? Tom Griffiths, Senior Marketing Manager at Amicos Semiconductor Sensor-Driven Lighting and Spectral Sensing Engine, said research shows that the blue wavelength is associated with key health effects such as irregular lifestyles, accelerated eye aging and eye strain, etc. For example, Blu-ray on the secretion of melatonin has a very big impact, during the day may be due to the blue inside a lot of sunshine, so melatonin is pressed very low, people do not sleep easily, to the night after the blue light will be weak , Melatonin will be weak after the high up, so easy to go to sleep talent.
According to reports, Ames Semiconductor's AS72xx product platform, providing a complete range of light and color sensors for spectrum and lighting applications, ranging from near-ultraviolet to near-infrared light. The tricolor sensors in this product family use a unique The silicon wafer interference filter creates a separate spectral channel that matches the specifications of the XYZ model for the CIE 1931 standard chromatic observer The AS7264N has two additional blue filters that accurately measure wavelengths between 440nm and 490nm The intensity of blue light between.
The AS7264N also provides easy-to-use digital color measurement output via the I2C interface for new light control capabilities in lighting, displays and intelligent building automation or management systems. Tom Griffiths said the AS7264N solution will help manufacturers quickly get to market Introducing applications that are relevant to lighting and human health. '
Ames rapid expansion, 3D sensing market will surge
In addition to the product, Amy Semiconductors CEO Alexander Everke also introduced the company's current business.
The financial position of the company has rapidly increased in the last quarter of 2017. The data show a 79% increase in total revenue for the Q3 quarter compared with the same period in 2017. The company's existing model is Internal Capacity + Manufacturing Partners, which owns in Base Camp Austria Own internal wafer fabrication, 200mm production capacity, 180-190k wafer pa. Own optical package in Singapore, further capacity expansion and new VCSEL manufacturing investment. In Austria and the Philippines there are factory tests, etc. In addition The company also with TSMC, UMC, Global Foundries large-scale technical cooperation.
In addition, the past two years, Ames has also acquired through the acquisition has also been acquired by the TAOS, Applied Sensor, NXP's CMOS sensor business, CMOSIS, MAZeT and Cambridge CMOS Sensors. The biggest acquisition this year is Heptagon's acquisition, it is a The leader in high-end optical packaging, which also allowed AMS to step into the global leader in optical sensing.
According to Alexander Everke, Heptagon has 3 factories in Singapore, adding 6,000 in 5 months or so, and these have not been increased through acquisitions, both of which are Natural growth. Last year, we only had about 2000 people. By the end of this year, we may have nearly 10,000 people. This growth rate is very fast.
Analysis of the industry insiders believe that Ames performance and personnel behind the rapid expansion of its 3D sensor module products into the supply chain of the iPhone X. Third quarter revenue surge corresponds to iPhone X mass production is also the time to start shipping nodes According to Morgan Stanley estimates, Apple 's revenue share of AMS may rise to 70-75% in 2019, far more than the recent 40%.
Alexander Everke also showed great expectations for the 3D sensor business, saying that unlocking your phone with face recognition is better and more advanced than our fingerprinting, and that 3D sensing applications on mobile phones are just getting started and the future is coming There will be more applications.I believe you and I think the same, there will be a very wide range of applications.He also predicts that the consumer 3D market is expected to grow to 6 billion US dollars by 2022. Applications include 3D building Mode, AR / VR, 3D scanning, games and other fields.
Alexander Everke also introduced that the company currently offers a complete optical sensing solution and offers unique advantages in providing sensing and 3D best-in-class solutions. The company is in a state-of-the-art packaging expertise for optimal performance combined with optics Custom VCSEL sensor lighting enables a unique end-to-end platform.
Full support for Chinese partners
On 3D sensing, Ames also started working with Chinese manufacturers, last month AMS announced it has partnered with Ningbo Sunny Optical Information Co., Ltd., a subsidiary of Sunny Optical Technologies (Group) Co., Ltd. AMS Semiconductor will work together on this Leading integrated optical equipment manufacturer and optical imaging system solutions provider, develops and markets 3D sensing imaging solutions for mobile devices and automotive applications to OEMs in China and the rest of the world.
It is reported that Ames Semiconductor and Ningbo Sunny Optical Information Co., Ltd. will combine both a wide range of optical technology and components, together for the development of 3D imaging applications imaging solutions, and provide related software and algorithms. The cooperation will focus on the global primitive Equipment makers' opportunities in mobile devices and smartphones drive the development of innovative 3D consumer applications while also expanding and capturing emerging opportunities for 3D sensing imaging in the automotive space.
In an interview with micro-grid interview, Alexander Everke said that there are many Chinese companies have some 3D sensors on the move and we are also in a very good position for development, can well support all the domestic partners.
Some analysts believe that next year, China's smart phone makers will follow Apple, large-scale use of 3D sensing technology.The outbreak of the Chinese market, but also for the Amazos provides a great opportunity for further growth.
For the Chinese market, Alexander Everke said that the Chinese market has the highest contribution to our company, one of the reasons is that many European and American countries are producing and purchasing from there, and I think that in the future, Asia and China will be our company According to him also disclosed that the company hired a lot of sales engineers, application engineers and software personnel in the Chinese domain.In addition, Beijing has just acquired a team to do wireless Bluetooth design.
For the future, Alexander Everke said that artificial intelligence will also be a very big driving force for the company, because the data acquisition must be sensors, the future demand will be greater and greater, especially the sensing will come from 2D to 3D world, the company's future Will also be rapid growth.