Fabless semiconductor company Himax Technologies has begun shipments of chips based on wafer-level optics (WLO) technology to Apple, according to industry sources (via DigiTimes). The solution is reportedly a key component of the Face ID facial authentication sensor exclusive to the upcoming iPhone X.

iphonextruedepthcamera 1

ChipMOS Technologies will also see revenues generated from orders for WLO chips increase substantially later in 2017 as the backend house has cut into the supply chain for the iPhone X by partnering with Himax, said the sources. ChipMOS' revenues from orders for WLO chips are expected to reach between NT$50 million (US$1.66 million) and NT$60 million, up from the current NT$20-30 million, the sources indicated.

Apart from Apple's demand for the WLO chips, HiMax and its backend partner ChipMOS are gearing up for a busy 2018, with Android phone makers expected to follow Apple's lead by bringing facial recognition features to their own devices.

According to a recent research note by KGI Securities analyst Ming-Chi Kuo, Apple has tilted interest in the mobile industry away from under-display fingerprint recognition, and instead towards camera-based 3D sensing technologies as the ideal user authentication solution. Kuo believes the next two to three years will see shipments of 3D sensor-equipped Android devices to exceed those with under-display fingerprint recognition by a factor of two or three or more.

In line with Kuo's analysis, industry sources claim Qualcomm's recently announced 3D depth-sensing solution, jointly developed with Himax, is directly targeted at orders from the Android camp, with solutions from Orbbec and Mantis Vision also jostling to business. Himax and ChipMOS declined to comment on specific customers and orders.

In related news, supply chain sources speculate that Apple may delay iPhone X shipments otherwise the supply of the device could be limited this year due to yield problems with key components for new features that require 3D sensing modules. Apple is allegedly waiting to see how many iPhone X pre-orders it receives, and monitoring how well the already-released iPhone 8 and iPhone 8 Plus sell, before fully ramping up production overseas.

A report last month claimed Apple's suppliers are shipping only about 40 percent of the components originally planned for initial production of the iPhone X, with Kuo subsequently claiming the 3D sensing components used in the TrueDepth camera, which represents a far more complex structure than those of rivals, may be the main production bottleneck.

Kuo said shipments of iPhone X components will likely ramp up in mid to late October. Given pre-orders begin October 27, with in-store availability starting November 3, all signs point towards the iPhone X being in extremely short supply.

Related Forum: iPhone

Top Rated Comments

Exile714 Avatar
52 months ago
Anyone who took the iPhone X production is only 10,000 per day rumor and ran with it, estimating there would only be a few hundred thousand at launch, is going to see this and think: “Oh wow, they haven’t even started production yet.”

The more complicated truth is that manufacturing isn’t just a straight assembly line where you dump screws, metal, microchips, and OLED panels into a bucket and out pops an iPhone. There are multiple pieces of manufacturing going on, multiple suppliers for the same components, and many of those deals and shipments go unnoticed by the rumor scrapers.

iPhone X will be constrained at launch. This isn’t news. It wasn’t news a year ago when we first heard it. This is how every iPhone goes. And every year Kuo and others’ industry-specific forecasting (hint: they don’t make their predictions for you) are used by rumor sites to hype up a release or to put down Tim Cook (“because he’s supposed to be a supply chain genius, hurr hurr”).

Just be patient guys. It’s not going to be as bad as some people think, but not everyone will get one on November 3rd either.
Score: 5 Votes (Like | Disagree)
Sasparilla Avatar
52 months ago
Wow, just "has begun shipments", now? This is going to be a severely production constrained iPhone (whether its these components or the limited supply of displays that Samsung has agreed to supply)...the whole process of getting one before Xmas is going to be a quite a circus.
Score: 2 Votes (Like | Disagree)
joueboy Avatar
52 months ago
Let the unicorn supply constraints begin!
Score: 1 Votes (Like | Disagree)
SR71 Avatar
52 months ago
if they start full production of final assembly today, there will be 10mllion + units on launch day.

i’m pretty sure that’s how Apple builds.. make a whole bunch in short amounts of time.. it leads to higher profit per item when done like that but very difficult to pull off.. that said, this is where Cook shines as conductor.
Yup, this is what Apple has done for a while now. They never hold a lot of stock of anything at any one time. It's really hard to do, but it's one area that Tim Cook is very familiar with and is why many people think of him as a supply chain guru.
Score: 1 Votes (Like | Disagree)
flat five Avatar
52 months ago
if they start full production of final assembly today, there will be 10mllion + units on launch day.

i’m pretty sure that’s how Apple builds.. make a whole bunch in short amounts of time.. it leads to higher profit per item when done like that but very difficult to pull off.. that said, this is where Cook shines as conductor.
Score: 1 Votes (Like | Disagree)

Top Stories

affinity designer contour tool

Serif Updates Affinity Photo, Designer, and Publisher With New Tools and Functions

Thursday February 4, 2021 1:58 am PST by
Serif today announced across-the-board updates for its popular suite of Affinity creative apps, including Affinity Photo, Affinity Designer, and the Apple award-winning Affinity Publisher for Mac, all of which were among the first professional creative suites to be optimized for Apple's new M1 chip. "After another year which saw record numbers of people switching to Affinity, it's exciting to...
studio buds family

Beats Studio Buds Debuting Today With Active Noise Cancellation, Stemless Design, and More for $150

Monday June 14, 2021 8:00 am PDT by
We've seen a lot of teasers about the Beats Studio Buds over the past month since they first showed up in Apple's beta software updates, and today they're finally official. The Beats Studio Buds are available to order today in red, white, and black ahead of a June 24 ship date, and they're priced at $149.99. The Studio Buds are the first Beats-branded earbuds to truly compete with AirPods...
maxresdefault

Craig Federighi and Greg Joswiak Discuss iPadOS 15, macOS Monterey, Privacy, Shortcuts on Mac, and More

Saturday June 12, 2021 6:12 am PDT by
As is tradition, Apple executives Craig Federighi and Greg Joswiak joined Daring Fireball's John Gruber in an episode of The Talk Show to discuss several announcements that Apple made over this weeks WWDC, including iPadOS 15, macOS Monterey, and a large focus around privacy. Federighi kicks off the conversation discussing the common architecture, now thanks to Apple silicon, across all of...
youtube apple tv

YouTube Discontinuing 3rd-Generation Apple TV App, AirPlay Still Available

Wednesday February 3, 2021 3:09 pm PST by
YouTube is planning to stop supporting its YouTube app on the third-generation Apple TV models, where YouTube has long been available as a channel option. A 9to5Mac reader received a message about the upcoming app discontinuation, which is set to take place in March.Starting early March, the YouTube app will no longer be available on Apple TV (3rd generation). You can still watch YouTube on...
adobe photoshop sketch ipad

Adobe Removing Photoshop Sketch and Illustrator Draw From App Store in July

Saturday June 26, 2021 4:02 pm PDT by
Adobe this week reminded customers that its Photoshop Sketch and Illustrator Draw apps will no longer be available for download on iOS and Android starting July 19. Adobe plans to stop supporting the apps for existing users on January 10, 2022. In a support document, Adobe said users can easily migrate to its Fresco app, which combines many Photoshop Sketch and Illustrator Draw drawing and...
REC ASA CODE2016 20160601 205816 2745

Elon Musk Reportedly Demanded to Become Apple CEO as Part of Potential Tesla Acquisition [Update: Musk Denies]

Friday July 30, 2021 9:04 am PDT by
Tesla CEO Elon Musk reportedly once demanded that he be made Apple CEO in a brief discussion of a potential acquisition with Apple's current CEO, Tim Cook. The claim comes in a new book titled "Power Play: Tesla, Elon Musk and the Bet of the Century," as reviewed by The Los Angeles Times. According to the book, during a 2016 phone call between Musk and Cook that touched on the possibility of ...
homepod feature blue2

Looking to Grab a HomePod Before They're Gone? These Retailers Still Have Stock

Monday March 15, 2021 6:54 am PDT by
Apple last week discontinued the original HomePod, marking just over three years on the market for the full-size smart speaker. If you're looking to purchase the larger HomePod before it's completely gone, there are still some options online today. The biggest retailer with remaining stock on the HomePod is Apple itself, which has the White HomePod for $299.00 on its website. Space Gray is...
september 2021 event ar logo

Apple's September 14 Event Page Features AR Logo on iPhone

Tuesday September 7, 2021 9:23 am PDT by
Apple this morning announced a digital-only event that will be held on Tuesday, September 14, and if you view the event webpage on an iPhone, you can tap on the logo to open up Apple's Safari AR viewer and you'll see the three-dimensional logo move in real-time in the real world. Just open up the event site on an ‌iPhone‌ or iPad and tap right on the logo to open up the AR version. The...
iphone 11 night mode photos

Apple Reveals New Night Mode Photo Feature Exclusive to iPhone 11 Series

Tuesday September 10, 2019 12:23 pm PDT by
Apple today announced the iPhone 11, iPhone 11 Pro, and the iPhone 11 Max, all-new models that boast improved cameras, and specifically, a dramatic new Night Mode photo feature. Last year, Google introduced its impressive Night Sight camera mode, a software-based feature that allows users to take detailed pictures in dark environments using Google Pixel smartphones. Apple's new Night...
iPhone 13 Dummy Thumbnail 2

Kuo: iPhone 13 to Feature LEO Satellite Communications to Make Calls and Texts Without Cellular Coverage

Sunday August 29, 2021 7:39 am PDT by
The iPhone 13 will feature low earth orbit (LEO) satellite communication connectivity to allow users to make calls and send messages in areas without 4G or 5G coverage, according to the reliable analyst Ming-Chi Kuo. In a note to investors, seen by MacRumors, Kuo explained that the iPhone 13 lineup will feature hardware that is able to connect to LEO satellites. If enabled with the relevant...