There are reports that 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 vendors may manufacture ICs from STMicroelectronics, and AMS manufactures Heptagon Image sensors under the lens, Lumentum supplied by the steady Mao foundry laser diode (laser diode) .Golden gallium arsenide firm April 4, said sales rose 80% in December Kang pointed out that gallium arsenide buy hot, Driven by Lumentum's VCSEL production needs.
In addition to the future of Apple, Samsung should also use the face to unlock features.Samsung recently released a new mobile processor Exynos 9810, built-in 3D-aware capabilities.According to supply chain vendors revealed that Android mobile phone brand factory will also be fully introduced the introduction of 3D-aware applications Flagship model to compete with Apple, now including Huawei, Oppo, Xiaomi, Vivo, Samsung and other mobile phone manufacturers have accelerated access to major brands, the recent delivery of certified components manufacturers to reach 5 to 10 brand customers, the expected The second quarter of 2018 will see the new product coming out.
It is reported that Qualcomm and Wonderful Optoelectronics also hand in the 3D perceived market, is expected to grab the Android camp mobile phone customers a single, including millet, OPPO and other Android phone manufacturers using 3D perception technology is based on Qualcomm and Wonderful Optoelectronics technology program.
The industry estimates that VCSEL shipments of consumer electronics products are expected to reach 240 million VCSELs for smartphones by 2019 following the launch of iPhone X with VCSEL in 2017. By 2022, the VCSEL market will reach 3.12 billion CAGR of approximately 17.3% CAGR, according to Kang, Kang said that Lumentum commented, demand prospects, all the signs favor Lumentum and other vendors including Finisar and II-VI, though Lund's estimates suggest, but due to The latter two revenue scale than Lumentum, smaller earnings.
Earlier, Needham & Co. analyst Alex Henderson said in a research note that Lumentum's 3D-aware business should be able to earn at least $ 500 million more than demand, and Finisar, the market's second 3D-aware component Vendor, estimated that related revenue in 2018 is expected to be between 110-130 million US dollars, and II-VI, Princeton Optronics and Heptagon, etc. for the rest of the supply chain vendors.