Ming-Chi Kuo, a well-known analyst at TF International, said that Japan’s Sony (Sony) will replace Lumentum (design) and Wenmao (production) as the exclusive ToF VCSEL supplier for Apple’s iPhone 15 Pro and Pro Max models.

(Schematic, AFP)

[Financial Channel/Comprehensive Report] Ming-Chi Kuo, a well-known analyst at Tianfeng International, tweeted on Twitter on Saturday (25th) that Japan’s Sony (Sony) will replace Lumentum (design) and Wenmao (production) as Apple’s iPhone The exclusive time-of-flight (ToF) vertical cavity surface-emitting laser (VCSEL) supplier for 15 Pro and Pro Max models.

Ming-Chi Kuo pointed out that the key to the design of Sony’s ToF VCSEL solution is to integrate VCSEL and Driver IC, which can reduce power consumption (good for battery life) or provide better ToF performance under the same power consumption (good for photography and potential AR applications).

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Guo Mingchi predicts that the market share of Lumentum and Wenmao in the iPhone Face ID VCSEL will decline from about 50% of the iPhone 14 series to 30-40% of the iPhone 15 series. The reason for the decline in the market share of Lumentum and Wenmao is that The supply ratio of Sony and II-VI increased.

Ming-Chi Kuo said that with Lumentum and Wenmao significantly losing orders for iPhone VCSEL, the two companies will face structural risks caused by Sony’s technological advantages, that is, Sony may continue to steal orders from Lumentum and Wenmao from other brand customers.

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