Analyst predicts Apple supplier stranglehold on ‘iPhone 8’ 3D sensing tech impacting Chinese OEMs

Analyst predicts Apple supplier stranglehold on ‘iPhone 8’ 3D sensing tech impacting Chinese OEMs



 

The VCSEL technology said to be supplied by Lumentum for the “iPhone 8” has reportedly been offered to Apple as part of an exclusive supply deal, which will cut down on competitive technologies in the short term, with effects of the deal echoing well into 2018.

According to a new account published by Jun Zhang from Rosenblatt Securities, and seen by AppleInsider, Apple’s rumored 3D sensor supplier Lumentum will “maintain a lion’s share” of the supply for the iPhone 8. As a result, this will open up more opportunities in China’s market for its technology for the company that it did not have otherwise.

Apple appears to have signed an exclusive supply deal with Lumentum on the particular application VCSEL lasers found in the “iPhone 8.” As a result, the company has developed a “unique pattern” guaranteeing its adoption with Apple now and for the foreseeable future according to Zhang —and restricting other hardware manufacturers to less comprehensive solutions.

Additionally, the supply deal hampers Qualcomm’s development, which Zhang believes won’t ship until late 2018 for a variety of reasons, and not the previously predicted early 2018 debut.

Laser supplier Lumentum’s fiscal report noted that in the June quarter, it recorded $5 million in revenue —but received orders for $200 million in bookings in the next quarter to be shipped in calendar year 2017. Additionally, in the quarter, the company noted that it increased production capacity by about 30 percent from what was anticipated a year ago.

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