Wang Yuqi, director and general manager of Wen Mao (3105-TW), believes that in the future, the proportion of smart phones that use 3D sensing should increase. Now it is the initial stage. This technology can be applied not only to mobile phones but also to Intelligent sweeping robot, smart stereo or other household equipment.
As the leading foundry of the VCSEL (Vertical Resonant Cavity Surface Sputtering) module in Apple's iPhone X 3D sensor module, Steven Chin said: "In response to the new 3D sensing applications for different devices, in 2018 At least twice as much capital spending. "In 2017, the steady capital spending was about $ 100 million.
In 2018, Apple expects to join new suppliers such as Finisar, an optical communications component in the United States, and II-VI Incorporated. In December last year, Apple said it would finance Finisar's $ 390 million research and development grant to help create 500 jobs in Texas opportunity.
Steadfast's management, currently with no intention of moving the manufacturing process to the United States, said Chen Jincai, chairman, said: "At this stage we think it is not easy to find suitable and sufficient talent in the United States and we are worried about doing so Is in line with the cost. "Chen pointed out that the company does not currently receive the U.S. customers asked them to be made in the United States.
Analysts believe that steady Mao will still be an important supplier of Apple's laser components in 2018. New high-end Android phones may also have new business opportunities. Lin Jian- Hong said that there should be two or three iPhone next will have 3D sensing capabilities, so the demand for VCSEL components will increase.
Wen Mao stable for the compound semiconductor foundry, the next step aimed at 5G network development opportunities, Wang Yuqi pointed out that this material in the era of 5G network, there will be many applications, including, for example, autonomous vehicles and network equipment will be required to more High voltage and higher frequency operation, with faster transfer speed and low network latency.