VCSEL - A market fueled by smartphone applications. But not only - From Technologies to Market
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From Technologies to Market
VCSEL – A market fueled
by smartphone
applications. But not
only…
EPIC meeting on VCSELs Technology
and Applications
INTRODUCTION TO YOLE DEVELOPPEMENT – 4 DIVISIONS
Market research and consulting
30+ analysts in the following areas:
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& Wireless Sensing & Display
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o Power Electronics o Imaging
o Batteries & Energy Management o Photonics & Optoelectronics
EPIC meeting on VCSELs 2
VCSEL INDUSTRY
Apple vs. Android ecosystem - Trends
In January 2017, Asus presented its Zenfone
AR compatible with Google Tango.
2017 2016
In November 2017, Apple 3D face
Interaction iPhone X (Front 7Mp + 2017
1.4Mp GS)
2018
During 2018, six In October 2018, In June 2016, Lenovo
new Huawei presented In May 2018, Xiaomi presented its Phab 2
In March 2019, announced Mi8 with 3D sensing.
smartphones Huawei presented its Mate 20 Pro Pro compatible with
have been with front 3D Google Tango.
released with 3D its Mate 30 Pro
sensing. 2018
sensing modules. With a rear ToF
2018 2018
As of Q2-2019, In February module 2018
six new 2019, LG 2018
smartphones presented G8 2019
have already ThinQ with a
been released
and it is likely to front ToF 2019
In June 2018, Oppo
continue. camera. announced the Find
In September In June 2018,
In November 2018, VIVO presented X with 3D sensing
2019 Oppo released the RX17 2018, Apple
released the its 3D sensing
2019 pro with a rear ToF technology.
In April 2019, Oppo module iPad pro with
In April 2019, Samsung released
released the Reno front 3D
the A80 and A60 with a rear ToF
with a rear ToF sensing
module module.
2019
In September 2019, Apple released the iPhone
11 and 11 Pro with front 3D sensing.
EPIC meeting on VCSELs 3
VCSEL INDUSTRY
Smartphone 3D sensing roadmap – Front side
Front 3D camera
structured light
VCSELs: flood illuminator + dot projector (30k dots) Front 3D camera
2017 Luxury
smartphones
Front 3D camera 2020
Structured light
VCSEL: flood illuminator +
dot projector (30k dots)
As of today, only Indirect time of flight
high-end Luxury
smartphones are VCSEL: flood illuminator
implementing iPhone X smartphones
front 3D sensing High-end
module for facial smartphones
recognition but
stereo vision, less
expensive, could
be implemented
in middle-end 2019 Front 3D camera
Direct time of flight
smartphones in
the coming
years. Vivo Nex 2020 VCSEL: flood illuminator
High-end
Dual Display smartphones
Structured light approach Front 3D camera
could be replaced by a time Stereo vision
of flight and/or a stereo
vision approach. 2020 VCSEL: dot projector (3k dots)
Middle-end
smartphones
EPIC meeting on VCSELs 4
VCSEL INDUSTRY
Smartphone 3D sensing roadmap – Rear side
Rear camera
direct time of flight Used for autofocus
2015 SPAD
Range: few meters
LG G4
Rear 3D camera Used for
indirect time of flight computational
Rear side Range: few meters photography
applications
are expected
to evolve +
from 2018 Used for
photography augmented
Rear 3D camera
to augmented Oppo RX17 Pro direct time of flight reality
reality. SPAD arrays
Range: up to 5-6m
2020 Rear 3D camera
direct time of flight with SPAD array
Range: up to 10m?
2022 EPIC meeting on VCSELs 5
VCSEL INDUSTRY
Qualification status of VCSEL manufacturers for 3D sensing
R&D Qualification Mass production What for? Customer
Dot projector
Lumentum Flood illuminator
Three main HLJ Proximity (Headsets)
suppliers for Proximity
smartphone Trumpf
are emerging. Flood illuminator
Leading VCSEL Dot projector
manufacturers Princeton Optronics / ams Flood illuminator ?
are already
qualified by
OEMs with TrueLight Corporation Proximity (Headsets)
ams having
many design II-VI / Finisar Flood illuminator
wins.
Sanan
Osram Who is supplying
Honor and Samsung?
Lextar
Epistar
EPIC meeting on VCSELs 6
VCSEL INDUSTRY
Positioning of new entrants
• With bright business prospects, the VCSEL business is
attracting several new entrants coming from the LED
industry and start-ups eyeing VCSEL potential.
• LED players want to use their knowledge on MOCVD
New entrants epitaxy and their reactors for internal VCSEL
will mostly LED manufacturing.
position Attractiveness • This might be a difficult task as traditional VCSEL players
themselves as are already struggling with manufacturing yields and
VCSEL designers, qualification process.
except for the
ones already • Identified start-ups are positioned at VCSEL design
having epitaxy level or at VCSEL module/system level and use their
capacity (i.e.: expertise related to epitaxy and chip manufacturing as
MOCVD
reactor) and well as specific IP and knowledge at different levels of
know-how and VCSEL the supply chain.
able to qualify Attractiveness Start-up • These players will compete directly with historical
their process. VCSEL giants and large new entrants coming from the
LED industry, both with internal manufacturing capability.
• They will need strong know-how, intellectual property
Attractiveness of VCSEL business and expertise to differentiate from other players.
EPIC meeting on VCSELs 7
VCSEL MARKET
Market growth drivers
Use of Market
VCSELs Air comfort revenue
Additive manufacturing
Datacom was the
first mass 4th growth driver
application for LiDAR
VCSELs. Today,
consumer In-cabin monitoring
applications are
increasing the
demand for such
devices. In the next 3D sensing 3rd growth driver
few years,
automotive and Proximity sensor
industrial
applications should
generate even more $3,775M
demand and 2nd growth driver
volume.
Datacom
Optical mice $738M
1st growth driver
1996 2014 2020 2023 Time
Acceleration : The speed of technology change accelerates.
EPIC meeting on VCSELs 8
VCSEL MARKET
New opportunities for VCSELs – Focus on automotive applications
Driver Occupancy Gesture Particle
Automotive - Interior monitoring sensors recognition monitoring
Short-term Long-term
• Gesture recognition • Occupancy detectors Legend:
• Driver monitoring • Particle monitoring VCSEL
systems
Some
opportunities
in the
automotive
field…
Automotive - Exterior Long range
LiDAR
Long range Short- / Mid-range
Short- /
Mid- range
LiDAR
EPIC meeting on VCSELs 9
VCSEL MARKET
New opportunities for VCSELs
Face payment Identity verification
…but not
only. Medical systems Access control
File creation Business building
Registration Government offices
… Subways…
Air comfort
Transportation
Smart building /
Building automation
EPIC meeting on VCSELs 10VCSEL MARKET
2018 – 2024 VCSEL market forecast
Total market 2024:
Mobile and consumer $3,775M
Automotive and transportation
Telecom and infrastructure
A 31% CAGR Medical
is expected in Industrial
$3,382M $5M
the next 6 Defense and aerospace
years with
mobile and $30M
$0.3M
consumer 2018:
applications $238M
driving the
$738M $120M
market.
$553M $4M
$0.1M
$0.1M
$92M
$89M
EPIC meeting on VCSELs 11Thank you – Any Questions ?
Pierrick BOULAY
Market and Technology Analyst
Solid State Lighting & Displays
pierrick.boulay@yole.fr
EPIC meeting on VCSELs 12This presentation was presented at
EPIC Meeting on VCSELs Technology and Applications 2019
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