Lumentum rose 7.86% on the 11th hearing, closing at $ 53.5, the highest closing rate since November 30, the last three trading days soared 15%; the company's share price since November 27 all the way wrestling to 12 On the 6th of the month, the decrease of up to 23%.
On the other hand, optical component maker Finisar jumped 8.43% to close at $ 19.81 on the 11th, closing the day high since November 30 and surging 13% in the past three trading days. Finisar announced last week that its VCSEL is being delayed After some time, finally began a smooth shipment.
Barron`s.com, Benzinga, TheyFly.com and other foreign reports, Northland analyst Tim Savageaux released a research report on the 11th that the current global market for 3D sensing supply chain has expanded to 250 billion US dollars, far more than in June when An estimated $ 12 billion and Lumentum's overall market share shrank from less than 10% in June to 20% in June.It believes Lumentum, in addition to its current core customers, will also adopt more 3D smart sensors Module, is expected to drive significant revenue growth.
Rosenblatt analyst Jun Zhang said in a research report that Lumentum's shipments of Chinese OEMs are expected to triple in next 2018. Not only that, but VCSEL laser competitors lag behind Lumentum in terms of yield or quality Zhang predicts that Lumentum will continue to hold the lead when Apple starts placing VCSEL orders for 2018-19 in the next 2-3 months.
Barron`s just reported on September 13 that the iPhone X front camera TrueDepth important component "VCSEL", the order by Lumentum and Finisar eating Piper Jaffray's Troy Jensen is very optimistic about Lumentum, saying that the company is the layout of 3D sense Jensen said there are two kinds of VCSEL, low-power VCSEL, also known as floodlighting components (Flood Illuminator), high-power VCSEL, also known as Dot Projector (Dot Projector) Who can superimpose graphical emoticons on the user's face and send personalized messages Lumentum will take 100% orders for both VCSELs before the Finisar high-power VCSEL problem is solved.He estimates that the iPhone X's 3D sensing component Worth about 4 to 4.5 US dollars.
barron`s.com Two reports on March 20 said that JP Morgan analyst Narci Chang et al. predicted that iPhone with 3D sensing this year may only be limited to high-end OLED panel models that use liquid crystal (LCD) panels iPhone will not use it. Estimated 3D sensing module will be located next to the Selfie lens for face recognition.
The report said the 3D sensing module includes a light source (laser or far-infrared LED), an image sensor that detects light reflections, and an image processing IC. JP Morgan speculates that supply chain makers may manufacture ICs from STMicroelectronics, AMS manufactures for Heptagon An image sensor under the lens, Lumentum supplies laser diodes OEMed by Wincor (3105). The 3D sensing module may be assembled with LG Innotek, with an average price and a gross profit comparable to those of the smartphone camera module.