Apple will import the new iPhone, Andrews camp fastest 2018 new products in Q2
iPhone X import 3D sensing technology, its 3D sensor supplier Finisar.Apple recently announced the availability of 3D sensor suppliers Finisar about 390 million US dollars of funds, the industry was rumored to Apple shares, and now both sides clarify the advance payment as a future order.
According to insiders, Finisar will use Apple's funds to transform its Sherman, Texas facility. It expects to begin production of new VCSEL capabilities in the second half of 2018. As Apple masters VCSEL's vast capacity, it will help to further import the positive TrueDepth camera Multiple iPhone product lines, or add a second sensor array to the back of the iPhone, not only for face recognition, but also scan the user's surroundings, and Apple intends to enhance the augmented reality (AR) layout with VCSEL technology layout.
Although Luntun, the US-based maker of 3D sensing supply chains, was the first to grab the limelight in 2017, Lumentum reported a shortage of production capacity. Suppliers in the supply chain said that in the fall of 2018, Apple not only introduced facial recognition to new iPhone machines , High-end large-size iPad will also use 3D sensing technology to extend the AR's additional features, so Apple is bound to build a second supplier to ensure that the second half of 2018 after the availability of new machines smooth supply of components.
It is thanks to 3D sensing technology into more iPhone new machine and high-end ipad, Finisar homeopathic card will be successful, it is foreseeable, Finisar in mass production VCSEL, will take advantage of the new wave of 3D sensing craze train.
According to supply chain vendors, while Apple continues to expand its 3D sensing facial recognition advantage, Android camp brand handset makers will also launch its flagship model for importing 3D sensing applications to counter Apple's current offerings including Huawei, Oppo, Vivid, Samsung and other mobile phone manufacturers are speeding into the grab, the recent delivery of certified components manufacturers to reach the brand of customers reached 5 to 10, is expected to be the fastest in the second quarter of 2018 will see the new products come out. The VCSEL market will reach 3.12 billion U.S. dollars by 2022, with a compound annual growth rate of 17.3%.
Supply chain manufacturers set off a card battle, VCSEL market demand soared
At present, the application of 3D sensing has become the focus of attention in the smart phone market. Although Apple intends to control the production capacity of the key component VCSEL, its technology development has been for more than 20 years and has been applied to the optical communications and optical transceivers, etc. With the application market Usher in the outbreak, not only the original laser optical components manufacturers, GaAs Substitutes joined the battle, there are the same MOCVD machine LED epitaxy plant also eager.
It is understood that downstream of the 3D sensing technology package module factory in addition to Lumentum, Finisar, there are still Ⅱ-Ⅵ, Princeton Optronics and Heptagon, etc., while the upstream supply chain manufacturers in addition to the world's largest IQE, and another new, crystal, Acer Czech, Universal, Vertilite also waiting to seize the market pie.
Of course, Qualcomm and Wonderful Optoelectronics also hand in the 3D sensing market, is expected to grab a large handset Android mobile phone customers, including millet, OPPO and other Android phone manufacturers using 3D sensing technology is based on Qualcomm and the King Optoelectronics technology program .
Supply chain makers pointed out that in the past VCSEL is mainly used for optical fiber communications and data transmission applications, supply chain manufacturers in the steady growth, most of the small and beautiful mode of operation, the market statistics over the past 20 years, the total amount of VCSEL sold to various end markets About 1 billion. In 2016, the sales volume of VCSELs for optical transceivers exceeded 30 million. After the release of iPhone X in 2017, the shipment volume of VCSELs for consumer electronic products has surpassed the original optical communications market and is expected to The VCSEL for smartphones will reach 240 million by 2019, almost five times the demand for optical communications applications.
In the long term, due to the trend of application development such as Internet of Things (IoT) and cloud computing, the market for VCSEL has huge potential for growth. In particular, it will become more widely used in data centers, night-vision vehicles and autonomous vehicles. In recent years, And communications components industry will also speed up the VCSEL battlefield, industrial competition will become increasingly fierce.
Supply chain manufacturers believe that the rapid development of consumer electronics products has brought disruptive changes in the VCSEL industry. In 2018, the cooperation between handset brands and the upstream supply chain will surface. However, Apple has laid out many patents for such technologies as VCSEL radio frequency and algorithms , Interested in eating pie market practitioners how to avoid patent infringement suspicions, improve 3D sensing accuracy and cost-effective, probably more than expanding production capacity is more crucial elements.