Timing into the 3rd quarter, the Apple iphone supply chain gradually started, the gallium arsenide wafer mixer faucet still Sanna surface-fired laser (VCSEL) foundry components large single. Familiar with the gallium arsenide industry, said the current market for the 3rd quarter of the smartphone industry is full of uncertainty, this year to reduce the real seasonal fluctuations in the range of unexpected, but in the RF, PA domain customers relatively diverse, estimated 3rd quarter performance is expected to hold steady, for the medium and long term objectives including 5G related areas Still hold positive optimism, this year's performance will certainly be able to grow. June 2018 consolidated revenue for the NT $1.543 billion, annual growth rate and monthly growth rate of 19.4% and 0.77% respectively, January-June cumulative NT $9.031 billion, annual growth rate of 27.45%. In the 2nd quarter, the combined revenue was NT $4.567 billion, annual growth rate and quarterly growth rate of 19.71% and 2.31% respectively. The system emphasizes that it does not make public comments on the products of single customers. People familiar with the gallium arsenide industry said that the 3D sensor used in the Vcsel business, for the stability is just the beginning stage, it is true that the market is more uncertainty is bold to use 3D sensor iOS camp, however, whether the United States leading manufacturers to change the 3D sensor design in this year, Even the idea of reducing the use of Vcsel is considered illogical. Familiar industry personage thinks, instead is the Apple will launch this year 3 new iphones, is expected to import 3D sensing, the overall volume will be upgraded, for the stability and so on last year only cut into the Apple 3D sensing supplier, order volume also from last year only the second half of the year to lengthen to the whole of the season And despite the Apple camp's 3D-sensing stride leading the Android camp, but people familiar with the industry said that with the cost of 3D sensor module has a small chance of decline, coupled with the mainland and other first-line brand manufacturers to use 3D sensor will also not low, this year the second half also have the opportunity to launch a 3D sensor mobile phones, so that, The gallium arsenide ethnic group includes the stability, new, Honteco, or encapsulation plant, the core, the same electricity, etc., still have the opportunity to benefit. Familiar with gallium arsenide manufacturers said, stability in the inherent mobile device, the basic construction of RF, PA and other fields, a relatively diverse customer base, operating performance can also maintain a sound. 3D Sensing Vcsel Part, stability is a few real 6-inch production capacity of manufacturers, even if the international manufacturers to go from the 4-inch process to 6-inch will require a short time, the future stability of the 3D sensing optical components business share, have the opportunity to see more than 20%, but the system does not speak to a specific single product to make public comments . Familiar with the semiconductor manufacturers said that the future of the sensor will not only be used in mobile phones and other mobile devices, times cars, virtual reality and so on, there are a large application market, in addition, the Android camp will also catch up, although this year to import 3D sensing mobile device product proportion is still relatively low, but in the long run,
