Supply Chain Evidence Mounts for Advanced 3D Sensing Abilities Coming to iPhone 8

Ahead of the iPhone 8's predicted September announcement date, supply chain reports over the past few days have indicated a ramp up of 3D sensing components that are predicted to be destined for augmented reality and biometric security applications in 2017's high-end iPhone 8. In a research note by BlueFin Research Partners, "winners" for iPhone 8 component production are said to include Finisar and Lumentum for 3D sensing modules and Broadcom for wireless charging components (via Barron's).

Reports began building last week when iPhone camera component supplier Largan Precision confirmed that it will ship lenses for 3D sensing modules in the second half of 2017, while refraining from directly mentioning Apple and iPhone 8. In a recent quarterly earnings report, supplier Finisar made remarks that heavily suggested it will be "one of two or three suppliers" of vertical-cavity surface-emitting lasers (VCSEL) in the iPhone 8, according to LoupVentures.

iPhone 8 render ben geskin

iPhone 8 rendering by Benjamin Geskin

Such technology could be implemented into the iPhone 8's rumored 3D sensing module and help "enrich the augmented reality experience" in the next-generation iPhone. Apple and CEO Tim Cook earlier this month detailed plans to back AR and its potential as an indispensable future technology with the reveal of ARKit, a developer platform that will provide the building blocks for consumer AR iPhone apps.

Likewise, Lumentum has announced that it expects to see volume shipments for its VCSEL lasers begin in the second half of 2017, timed with the annual production ramp up of iPhone manufacturing.

On last nights earnings call, Finisar management did not mention Apple by name, but they highlighted they expect to see volume VCSEL orders in their second fiscal quarter, which is the October quarter end of this calendar year. The company anticipates shipping “millions” of units during the quarter, but management also went on to say they anticipate unit shipments to be in the “10s of millions” in future quarters, which gives us further confidence 3D sensing and AR applications will be one of the focus features in the next generation of iPhones. In May of this year, Lumentum was the first VCSEL supplier to announce they anticipate volume shipments to begin in the second half of 2017.

We also want to highlight Finisar acknowledged they are shipping VCSEL lasers to multiple customers, but one customer (aka Apple) is accounting for the majority of total demand. We believe Finisar and others supplying VCSEL lasers are supply constraint and shipping everything they can manufacture. We believe Apple has secured a high percentage of all VCSEL lasers created, which we view as a large competitive advantage and will make Apple a leading AR player in the smartphone space.

LoupVentures further suggested that the significantly updated iPhone 8 will have a front-facing, low-end VCSEL laser and a rear-facing, high-end VCSEL laser, meaning that AR applications could take advantage of either camera. A long-running rumor for the iPhone 8 has been a dual-lens rear camera that could provide increased separation between the two lenses and allow for a greater difference in perspective, helping fuel better AR experiences. A front-facing dual-lens camera has been suggested as a possibility in the new iPhone as well.

In estimating the iPhone 8's cost, the site believes that Apple will add around $100 onto the cost of the smartphone specifically due to incorporating 3D sensing modules. That price comes to around $950 (with no storage tier size references), and largely falling into line with the new iPhone's predicted "premium" status.

For its part, Broadcom is said to have a predominant place in the supply chain for wireless charging components of the iPhone 8, a feature fellow supplier Wistron recently confirmed will be coming to at least one of 2017's iPhone models. iPhone 8's wireless charging is expected to be fueled by inductive technology, because long-range wireless charging for an iPhone is still expected to be years away from feasibility.

In total, reports surrounding iPhone 8 component manufacturing have been increasing recently, with Apple said to be dominating the NAND memory chip supply chain and increasing shortages for an already strained section of component supplies.

Related Forum: iPhone

Top Rated Comments

NinjaHERO Avatar
52 months ago
Laser Iphone, mounted on a shark. I'm starting to see where they're going here. I like it. ;-)
Score: 7 Votes (Like | Disagree)
Amazing Iceman Avatar
52 months ago
There's more spying on Apple than on Russia or the U.S. :D
Score: 3 Votes (Like | Disagree)
iReality85 Avatar
52 months ago
I hope that fish wallpaper makes a return.

In fact, I'd like to see all the wallpapers from iPhone - iPhone 7 remastered in HD, for the iPhone 8.
Score: 2 Votes (Like | Disagree)
GrumpyMom Avatar
52 months ago
Or people who want a day off but need to have a personal disaster happen to get one approved. "Honest, boss, I was on my way to work when Godzilla swallowed my car! Yes, with me in it! Look what's behind me! Big Lizard gut! Depending on his digestive tract I may not be in tomorrow either. "
I'd use it to take a picture of rooms in my house right within five minutes after they're cleaned and tidied. Then in subsequent video calls, I can show myself standing in a tidy virtual version of my house and not the reality of the chaos kids and pets can bring ten minutes after the house has been cleaned. Really, five minutes of perfection is all I can ever get. If I can preserve that five minutes in virtual reality, the iPhone 8 will have justified its stratospheric price.

Initially, I had zero interest in the new iPhone. But as more information is leaked, I have a feeling I'll be hyped up on caffeine frantically pawing at the screen on preorder night, regardless of the state of my budget at the time.
Score: 2 Votes (Like | Disagree)
newyorksole Avatar
52 months ago
This is what I expect.



iPhone 7S 32GB $650 | 128GB $750 | etc...
iPhone 7S Plus 32GB $750 | 128GB $850 | etc...
iPhone 8/PRO 32GB $850 | 128GB $950 | etc...

I don't really think it'll be called the 8. Look at the iPad lineup... Mac lineup, etc.

But the 7, as itself, or with a 7S variant is going to stick around. Apple has LOTS of manufacturing in place for it. They will continue to milk the form-factor, ID, and chassis.

It TOTALLY wouldn't surprise me if the 8/pro totally vanishes and only get the typical 7S, I would LOL my ass off.
There's no way that we're only getting a 7S. The 7 is pretty much the same design as the 6/6S (minus a few changes of course).

The design, screen, cameras etc of this phone are all different.

It's going to have a new name. There might be a 7S AND iPhone Pro/2017/"iPhone", but definitely not just a 7S. Unless they call it a 7S, but has a different design.
Score: 1 Votes (Like | Disagree)
CarlJ Avatar
52 months ago
It's going to have a new name. There might be a 7S AND iPhone Pro/2017/"iPhone", but definitely not just a 7S.
It'll be the iPhone 7s, the iPhone 7s Plus, and the iPhone Edition.
Score: 1 Votes (Like | Disagree)

Top Stories

16 inch macbook pro m2 render

When Can We Expect the Redesigned MacBook Pros Now?

Wednesday June 16, 2021 7:11 am PDT by
With no sign of redesigned MacBook Pro models at this year's WWDC, when can customers expect the much-anticipated new models to launch? A number of reports, including investor notes from Morgan Stanley and Wedbush analysts, claimed that new MacBook Pro models would be coming during this year's WWDC. This did not happen, much to the disappointment of MacBook Pro fans, who have been...
maxresdefault

Apple CEO Tim Cook: Sideloading Apps Would 'Destroy the Security' of the iPhone

Wednesday June 16, 2021 10:49 am PDT by
Apple CEO Tim Cook this morning participated in a virtual interview at the VivaTech conference, which is described as Europe's biggest startup and tech event. Cook was interviewed by Guillaume Lacroix, CEO and founder of Brut, a media company that creates short-form video content. Much of the discussion centered on privacy, as it often does in interviews that Cook participates in. He...
2021 back t0 school

Apple Launches 2021 Back to School Promotion: Free AirPods With Eligible Mac or iPad Purchase

Thursday June 17, 2021 4:56 am PDT by
Apple today launched its seasonal back-to-school sale for the upcoming school year in the United States and Canada, offering students free AirPods alongside purchases of select Macs and iPad models. Similar to last year's promotion, this year's offer includes free AirPods alongside the purchase of a MacBook Air, MacBook Pro, the new 24-inch iMac, the Mac Pro, Mac mini, and the new M1-powered ...
m1 imac back

Some M1 iMac Models Shipping With Crooked Mountings

Monday June 14, 2021 12:50 pm PDT by
Some M1 iMacs appear to have a manufacturing defect that causes the display to be mounted on the stand in a way that's not perfectly aligned, leading to a crooked display. YouTuber iPhonedo over the weekend published a review of the M1 iMac, and he found that his machine appeared to be tilted on one side, a mounting disparity that was visibly noticeable and proved with a ruler. Another...
apple watch 6s 202009

Bloomberg: Apple Watch Series 7 to Feature Thinner Screen Bezels, Faster Processor, and Updated Ultra Wideband Tech

Monday June 14, 2021 3:41 am PDT by
This year's Apple Watch Series 7 is likely to have thinner display bezels and use a new lamination technique that brings the display closer to the front cover, according to Bloomberg's Mark Gurman. From the report: The Cupertino, California-based tech giant is planning to refresh the line this year -- with a model likely dubbed the Apple Watch Series 7 -- by adding a faster processor,...
files app ipados 15

iPadOS 15: Files App Gains NTFS Support, Progress Indicator, and More

Tuesday June 15, 2021 3:41 am PDT by
Apple in iPadOS 15 has added the ability to access NTFS-formatted media from within the Files app. The additional support for the Windows-related format, first discovered by YouTuber Steven Fjordstrøm, is read-only, so like on macOS you can't modify files stored on NTFS devices, but you can at least copy any data on them for working on elsewhere on your iPad. The Files app has also gotten a...
applecare lower prices

Apple Lowers Prices of AppleCare+ Plans for M1 MacBook Air and MacBook Pro

Thursday June 17, 2021 7:33 am PDT by
Apple today lowered the prices of AppleCare+ plans for MacBook Air and 13-inch MacBook Pro models equipped with the M1 chip. Coverage offered by the plans, as well as accidental damage fees, appear to remain unchanged. In the United States, AppleCare+ for the MacBook Air now costs $199, down from $249. The new price applies to both M1 and Intel-based MacBook Air models, although Apple no...
maxresdefault

Demo: Check Out AirPlay 2 on a Mac in macOS Monterey

Tuesday June 15, 2021 11:57 am PDT by
With macOS Monterey, Apple has introduced expanded AirPlay 2 support, so you can AirPlay content from an iPhone, iPad, or even another Mac to your main Mac. We thought we'd do a quick demo of this handy new feature in our latest YouTube video. Subscribe to the MacRumors YouTube channel for more videos. With AirPlay to Mac, you can extend or mirror an Apple device's display to a Mac, and since ...
apple new iphone case colors

Apple Releases New Sunflower, Cloud Blue and Electric Orange iPhone 12 Cases

Monday June 14, 2021 11:12 am PDT by
Apple today released silicone iPhone cases for the iPhone 12, 12 Pro, 12 Pro Max, and 12 mini in a series of new colors that include sunflower, cloud blue, and electric orange. Sunflower is a bright yellow shade, cloud blue is a soft, light blue, and electric orange is a bright orange that's darker than the kumquat color and more orange than pink citrus. The new cases are priced starting...
apple watch edition series 5 ceramic black prototype

Apple Planned Black Ceramic Apple Watch Edition Series 5

Wednesday June 16, 2021 5:45 am PDT by
Apple considered offering a black version of the ceramic Apple Watch Edition Series 5, according to newly-shared images of the prototype casing. The images, shared on Twitter by the prototype collector and leaker known as "Mr. White," show a prototype black ceramic Apple Watch casing, alongside the white ceramic version. The ceramic Apple Watch Edition Series 5 was never available in a...