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Apple Placing 'Massive' Orders From Leading 3D Sensing Laser Supplier Ahead of iPhone 8 Launch
Apple supplier Lumentum has received over $200 million in bookings for the rest of the 2017 calendar year, related to components for vertical-cavity surface-emitting lasers (VCSEL), believed to be aimed at Apple's advanced 3D sensing camera on the iPhone 8. The bookings represent a noticeable increase in revenue for the supplier, in comparison to a reported $5 million in 3D sensing revenue during its last fiscal quarter.
Because of this, LoupVentures analyst Gene Munster believes that the September launch of the iPhone 8 will see an increase in the number of iPhones with advanced 3D sensors supporting augmented reality applications. Lumentum is believed to be one of around three companies supplying Apple with VCSEL components, as well as Finisar.
iPhone 8 mockup by Benjamin Geskin
It's predicted that most of Lumentum's $200 million VCSEL order, "if not the entire order," will be for Apple, leading to further confirmation that AR will be a "focus feature" of the iPhone 8. This "massive" uptick in production has seen Lumentum increase its VCSEL production capacity by 25 to 30 percent more than it had projected as recently as the last quarter.
For the other two devices coming in 2017 -- the "iPhone 7s" and "iPhone 7s Plus" -- it's not expected that 3D sensing features supported by advanced VCSEL components will be added. The iPhone 8 will remain the central showpiece device in the new line of iPhones in 2017, particularly with the help from developers creating new experiences in apps fueled by ARKit.
Recent production ramp-up stories have pegged all three new iPhones as entering volume production ahead of their launch in September. Currently, it's expected that the LCD iPhone 7s and iPhone 7s Plus will be fairly easy for customers to obtain, but the OLED iPhone 8 "could fall short of demand" and be difficult to purchase for the first few months of its availability.
Because of this, LoupVentures analyst Gene Munster believes that the September launch of the iPhone 8 will see an increase in the number of iPhones with advanced 3D sensors supporting augmented reality applications. Lumentum is believed to be one of around three companies supplying Apple with VCSEL components, as well as Finisar.
It's predicted that most of Lumentum's $200 million VCSEL order, "if not the entire order," will be for Apple, leading to further confirmation that AR will be a "focus feature" of the iPhone 8. This "massive" uptick in production has seen Lumentum increase its VCSEL production capacity by 25 to 30 percent more than it had projected as recently as the last quarter.
In the June-qtr, Lumentum recorded $5M in 3D sensing revenue, but more impressively they received over $200M in bookings in the quarter, which they believe will all be shipped by CY17. We believe the majority, if not they entire order, is all being shipped to Apple. We believe these comments further confirms 3D sensing (and in-turn AR applications) will be a focus feature in the next iPhone.Furthermore, LoupVentures believes that the iPhone launch "remains on track" for release in September, with a total 133 million units of new iPhone devices shipping in the second half of 2017. Of those, 55 million (43 percent) will have VCSEL components, related to the next-generation OLED iPhone 8 device. Next year, as more VCSEL production is added, it's predicted that as much as 85 percent of new iPhones shipped in the second half of 2018 will support 3D sensing abilities.
In addition, Lumentum highlighted they have increased VCSEL laser capacity by 25 – 30% from what they anticipated only one quarter ago. Given the uptick in Management’s demand forecast, we believe advanced 3D sensing capabilities will be integrated in more iPhones that what most were previously expecting.
For the other two devices coming in 2017 -- the "iPhone 7s" and "iPhone 7s Plus" -- it's not expected that 3D sensing features supported by advanced VCSEL components will be added. The iPhone 8 will remain the central showpiece device in the new line of iPhones in 2017, particularly with the help from developers creating new experiences in apps fueled by ARKit.
Recent production ramp-up stories have pegged all three new iPhones as entering volume production ahead of their launch in September. Currently, it's expected that the LCD iPhone 7s and iPhone 7s Plus will be fairly easy for customers to obtain, but the OLED iPhone 8 "could fall short of demand" and be difficult to purchase for the first few months of its availability.
Related Roundup: iPhone X
[ 54 comments ]
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21 months ago
This article gives a good indication of what we are going to expect. This iPhone launch is going to be massive. Its likely going to shatter any iPhone sales in the past. Only weeks away.
21 months ago
So much potential with this ability.
Remember all those guys who said they wouldn't buy an iPhone 8 without touch ID?
Well what did you own before it existed ? Add to that if Facial recognition works then be happy!
That's like saying I wouldn't by a car with out electric windows now. Well sure I had one before but seriously.....?
21 months ago
... and what are competitors rushing to develop? Under-the-screen touch sensors!
Once again, all taken pants down and looking the other way around.
Apple's advantage in AR will be so ridicolously huge it will not even be funny.
Once again, all taken pants down and looking the other way around.
Apple's advantage in AR will be so ridicolously huge it will not even be funny.
21 months ago
Apple supplier Lumentum has received over $200 million in bookings for the rest of the 2017 calendar year, related to components for vertical-cavity surface-emitting lasers (VCSEL),
LASIK Eye Surgery: there'll be an app for that.
21 months ago
So much potential with this ability.
Remember all those guys who said they wouldn't buy an iPhone 8 without touch ID?
Well what did you own before it existed ? Add to that if Facial recognition works then be happy!
Remember all those guys who said they wouldn't buy an iPhone 8 without touch ID?
Well what did you own before it existed ? Add to that if Facial recognition works then be happy!
21 months ago
That's like saying I wouldn't by a car with out electric windows now. Well sure I had one before but seriously.....?
Car analogies are ridiculous to begin with, but at least pick a feature that makes sense (to the OP):
It's like having to use a key lock (Passcode!)
Then having the ability to use remote unlock (TouchID)
Then having the ability to unlock by just standing nearby (FaceID)
21 months ago
I can imagine a meeting between Lumentum and Apple, with Lumentum lamenting, "But we don't have that kind of production capacity!" and then Tim drops a big fat wad of cash fresh from the Bank of Apple saying, "You do now."
"Just build more production lines!!" :D[ Read All Comments ]
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