Apple Reportedly signed a Deal with 3D-Sensing Module Supplier Viavi for 150 Million units for 2018 iPhones
On June 14 Patently Apple reported that Largan, one of Apple's 3D-sensing camera suppliers, were confident that that could deliver 90% of rear camera lenses and around 50% of 3-D sensing lenses. On June 23 we posted a report titled "Some of Apple's new 'iPhone X' suppliers have been identified associated with Technologies like 3D Sensing & more." The three 3D sensing suppliers mentioned in the report were Lumentum, Finisar and Viavi Solutions that covers 3D motion sensing.
Barron's quotes Jun Zhang with Rosenblatt Securities stating in a report that "We are positive on VIAV as we believe the business is not heavily exposed to the volatility of the optical market and remains a 3D sensing market leader, which we believe has not been fully reflected in the stock price. Our industry research also suggests that: (1) many Chinese 3D sensing module suppliers have all chosen VIAV as their sole optical filter supplier, and (2) Apple has booked capacity of 150 million optical filter units from Viavi in 2018."
Zhang further noted that "the iPhone 8's 3D sensing module is ready for mass production."
Zhang believes that 3-D sensing "could be used for facial recognition (potentially supporting simple gesture recognition in the front and a depth sensor for the rear 3D camera)."
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