As Apple iPhone X started the first shot of the 3D sensing application, the Android camp system hopes to follow up the introduction of 3D sensing in the high-end flagship models. Among them, the surface-emitting laser VCSEL plays a key role in the dot-matrix projector. In particular, Suitable for the Third Five-family and other compound semiconductor wafer manufacturing process, the leading steady Mao began this year a small amount of related operations from VCSEL components, accounting for about 1 percent.Familiar with the supply system industry revealed that in 2018, Apple will be fully imported 3D sensing, Also have the opportunity to launch affordable iPhone X products, 3D sensing optical components market opportunities, is just about to begin.With the VCSEL component fame, making the Taiwan-based compound semiconductor group gearing up, each industry are looking forward to grasp the next big啖 3D opportunities for the opportunity, including the new Optoelectronics of the upstream epitaxial plant in Wen Mao, the market estimates As the production demand sprang up, the new optoelectronics with MOCVD process capacity will be able to take off obviously in 2018. Leilei chip makers include LED Leading crystal, Lianya all have been named, 3D sensing can be said to bring no small expectations for these manufacturers. Taiwan's 35 family of semiconductors optimistic about the future of 3D sensing, car In addition, Acer Jie indirectly cut into the Austrian Microelectronics (AMS) supply chain, AMS smart handheld devices, automotive electronics and other sensors deep plowing in the field, the market On the follow-up performance of Acer McNair also look forward to expectations. Acer McGonagal's November revenue of about NT 118 million, an increase of 7.4%, down 1.5%, it is understood that the proportion of VCSEL optical components revenue lower single digits, However, AcerJieke has cut into the Android mobile phone camp, including the mainland first-line maker Huawei mobile phone new products will also be imported into the 3D sensing identification function, the first half of 2018 MWC exhibition to 3D sensing as the main function of the new handset VCSEL component prices will rise, but the supply system industry, said Apple will always find more suppliers, to avoid over-reliance on a single source, the market rumors everywhere, the current technology and production capacity slightly Leading US-based laser diode maker Lumemtum is still the exclusive supplier for the time being, but there have been rumors that Apple is actively looking for a second supplier for the American industry Finisar, rumors led to a F Inisar and Lumemtum share price volatility, but eventually Apple, Finisar did not confirm that Apple will invest in Finisar's statement.And the Taiwan-based compound semiconductor community is not only steady, brand new, AcerJieke, which MBE method to establish the process characteristics Of Intel Talents, and Finisar have a good relationship of cooperation, VCSEL has long been the focus of the layout of the area.It is understood that the Intellay gallium arsenide chips accounted for more than 5 percent, has now spread into a number of mainland mobile phone supply System, another key VCSEL application is that automotive electronics, compound semiconductor industry believes that the advanced driver assistance system (ADAS) maturity is now ongoing, Intel has been more in the automotive collision avoidance radar has been inked. Compound semiconductor industry said , Gallium arsenide epitaxial wafers are mainly used in communications devices, such as microwave and high frequency communications, including radar, base stations, GPS, satellite markets, such as automotive crash safety systems crash radar and Internet of Things (IoT) industrial applications, Import VCSEL epitaxial products.In addition to mobile phones, automobiles and other terminal products, as 5G communications generation gradually entered the infrastructure construction period, large, medium and small base stations will make Compound semiconductor chip, the Taiwan-based III-V semiconductor industry for 2018, 2019 all the way to 2020, basically in the long term remains cautiously optimistic.
