The latest report from the European Department of Foreign Investment has for the first time incorporated stable stocks into the tracking stocks. It is optimistic that Stable has a unique position in the compound semiconductor supply chain. In 2016, it has stabilized the global gallium arsenide (GaAs) wafer foundry market with a market share of over 66%. %, Ranked No. 1 in the world, started providing VCSEL (Vertical Cavity Surface-emitting Laser) wafer foundry service for Apple's 3D Sensing partner Lumentum in the second half of last year.
As more Apple products will adopt 3D sensing technology, the European Union's foreign investment is expected to increase. VCSEL's contribution to revenue will increase from 10% in 2017 to more than 20% in 2018. Despite rising demand for 3D sensing, more new The entrants will join in, but they will have the advantage of advanced players, plus the Android camp may follow Apple's design to adopt 3D sensing, which will help further boost the stable VCSEL performance growth.
European Department of Foreign Investment emphasizes that stable stock prices have faced volatility in the past six months, mainly due to changes in the expected demand of the iPhone and concerns about stabilizing customers Avago. Broadcom has taken a recession in the next generation of iPhone. In fact, stable stock prices have reflected most bearish growth prospects. period.