Apple orders massive parts for Face ID, Face ID compatibility acceleration with the new iPhone & iPad

Supplier is supplying the parts such as the iPhone and iPad to Apple Lumentum from forecasts of, Apple will face authentication system "implemented in the iPhone X Face ID clear that is expected to be implemented in several of the iPhone and the iPad" It is becoming.

iPhone supplier reports big ramp in Face ID component orders ahead of new iPhones & iPads | 9to5Mac
https://9to5mac.com/2018/08/08/iphone-supplier-face-id-component-orders/

Apple supplier earnings suggest TrueDepth coming to three new iPhone models in 2018
https://appleinsider.com/articles/18/08/08/apple-supplier-earnings-suggest-truedepth-coming-to-three-new-iphone-models-in-2018

Lumentum's net revenue from April to June 2018 was $ 301.1 million (about 33.3 billion yen), which was above Wall Street's estimated $ 281 million (about 31.1 billion yen) . The reason is that "AR and 3D sensing business has performed well than expected".

Lumentum is a supplier which accounts for 75% of the market of VCSEL (Vertical Cavity Surface Emitting Laser), which is an essential part of AR and 3D sensing, and Apple is introducing VCSEL as a "TrueDepth camera" necessary for functions such as Face ID and animated characters I am using it.

Apple's current model is equipped with TrueDepth camera is only iPhone X, 6.1 inch liquid crystal iPhone and iPhone X Plus which are scheduled to appear in the second half of 2018, even for the new iPad even to correspond to Face ID TrueDepth It is thought that a camera will be installed. As a result, there was a large volume order of VCSEL for new models, and the performance of Lumentum increased.

The research company · Loup Ventures analyzed that "Apple has secured most of the VCSEL produced in 2018 and it is expected to expand the lead in the AR field," Android handset makers There is a view that it will be difficult to install the same level of technology as Apple on the terminal.