“We expect a significant expansion in the market for world-facing 3D sensing lasers.”
“The smaller than anticipated sequential decline was due to strong customer demand for 3D sensing enabled products.”
“We expect that 3D sensing market will grow significantly over the next couple of years as 3D sensing is incorporated in more consumer products in both user and world-facing applications including computational photography and augmented and virtual reality. Our R&D teams are very busy working with a broad range of customers on their future generations of 3D sensing needs, including for new products coming later this year and next, as well as for products several years away.”
“Looking to our third quarter, our guidance contemplates 3D sensing declining more than 20% due to normal seasonality in customer demand, but we expect 3D sensing to be up year-on-year. Over the past year, 3D sensing has penetrated deeper into customers' product portfolios, including increasing need for world-facing applications. We expect this trend to continue.”
On 3D in the Q&A “I will say that we do expect to introduce new products in the coming months that, I think, push the technology a little further and give us -- strengthen our differentiation over our competitors that then will give us, again, a high share of those new products for quite some time.”
“we're certainly seeing Android funnel building up as more customers incorporate 3D sensing and more models”