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Apple's iPhone X TrueDepth Camera for Face ID has Android OEMs Scrambling to copy this Feature for 2018 Smartphones



Apple's leadership in the smartphone industry continues as their competitors abandon fingerprint ID in a nano second and race to adopt 3D sensors to match Apple's Face ID for 2018 smartphones.


In a new supply chain report, sources claim that the US laser diode supplier Lumentum is now the only company that has won orders from Apple for VCSEL components as part of 3D modules for iPhone X. As a contract manufacturer of the component, Taiwan-based Win Semiconductor has enjoyed stable VCSEL shipments to Lumentum in 2017, and shipments are expected to grow in 2018, given that Apple is planning to incorporate 3D sensing technology into iPad.


The sources further noted that Lumemtum's status as the only VCSEL component supplier for Apple may change as GaAs wafer foundry houses such as Visual Photonics Epitaxy, Advanced Wireless Semiconductor, IntelliEPI and other compound semiconductor suppliers to tap into the supply chain of 3D sensing modules.


Austria-based sensor solutions provider AMS is actively expanding its supply capacities to vie for more orders from Apple and non-Apple camps. As Taiwan-based Advanced Wireless Semiconductor (AWS) is a supply chain partner of Princeton Optronics, an AMS-acquired supplier of VCSELs and VCSEL-based optical modules based in the US, AWS is likely to score robust shipments in the coming year, industry sources said.


With Android-based smartphones vendors expected to incorporate 3D sensors into their smartphone models following Apple's adoption of TrueDepth facial recognition system of iPhone X, Taiwan players in the related supply chain, including upstream suppliers of gallium arsenide (GaAs) wafers and makers of VCSEL (vertical-cavity surface-emitting laser) components, as well as those providing backend packaging and testing of DOE (diffractive optical element) and WLO (wafer level optics) components are poised to embrace tremendous business opportunities in 2018, according to the supply chain sources.


Qualcomm is scrambling to have matching TrueDepth camera technology for 2018 Android smartphones.They had been racing to introduce fingerprint ID under the display glass and dropped it like a led balloon with Apple taking another direction. This is copying the leader, plain and simple.


10.75 Supply Chain News & Rumors

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