Ming-Chi Kuo says the LIDAR sensor in the iPhone 15 Pro and Pro Max is exclusively supplied by Sony:
Sony to Replace Lumentum (Design) / Stabilizer (Manufacturing) as Exclusive ToF VCSEL Supplier for iPhone 15 Pro and Pro Max; Lumentum/Stabilizer to Face Long-Term Structural Risks in the VCSEL Market
- Key to the design of Sony's ToF VCSEL solution is the integration of the VCSEL with the Driver IC, which can reduce power consumption (favoring battery life) or provide better ToF performance with the same power consumption (favoring photography and potential AR applications).
- Lumentum/Stabilizer's iPhone Face ID VCSEL market share will decline from about 50% in iPhone 14 series to 30-40% in iPhone 15 series due to the increased supply proportion of Sony and II-VI.
- Lumentum/Stable Mauch's significant loss of iPhone VCSEL orders means that the two companies will face structural risk due to Sony's technological superiority, i.e., Sony may continue to snatch Lumentum/Stable Mauch's orders from other brand customers.
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