udn.com/news/story/7251/2843501
udn.com/news/story/7251/2843501
(Google translated with minor editing from me so you understand a bit better)
Gallium Arsenide Epitaxy Plant (2455) VPEC (2455) is favored by Lumentum and is expected to be available to stabilize (3105) 3D sensing epitaxial wafers next year. The UK's IQE will no longer be exclusive. Apple's new iPhone X is the biggest highlight of 3D sensing, iPhone X's Dot projector, floodlight, and distance sensors (ToF) all have VCSEL chip, Lumentum in the iPhone X won Victory, and because next year, Apple's new models, and including iPad and other products will have 3D sensing capabilities, rumored Apple is also actively discussing with these 3D supply chain, preparing for the iPhone X two to three times the number of 3D sensing , Due to the huge demand for 3D sensing next year, Lumentum must have a look for a second supplier.
It is understood that Lumentum designated WIN SEMICONTOR to England IQE for VCSEL epitaxial wafers, Lumentum now also began certification of VPEC epitaxial wafers, VPEC next year have the opportunity to become Apple's 3D sensing supply chain.
The VPEC currently in the optical communication machine has six units (MOCVD), has been actively planning to buy a new machine.
In fact, as long as the manufacturers that own MOCVD machine have the ability to produce VCSEL, the new VCSEL that made the wavelength of 850 in the past, together with the current 6-inch factory that produces VCSEL is the mainstream, status.
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