According to Ming-Chi Kuo, the lidar sensor for the iPhone 15 Pro and Pro Max is available exclusively from SONY:
Sony will replace Lumentum (design) / Win Semi (production) as the exclusive ToF VCSEL supplier for iPhone 15 Pro and Pro Max. Lumentum/Win Semi will face long-term structural risks in the VCSEL market.
1. The critical design of Sony’s ToF VCSEL solution is integrating VCSEL & driver IC, which can reduce power consumption (beneficial for battery life) or provide better ToF performance under same power consumption (beneficial for camera & potential AR applications).
2. Lumentum/Win Semi’s iPhone Face ID VCSEL market share will decrease from 50% in the iPhone 14 series to 30-40% in the iPhone 15 series due to Sony and II-VI’s increased supply ratio.
3. Losing significant iPhone VCSEL orders means Lumentum/Win Semi will face structural risks due to Sony’s technological advantages, as Sony will likely continue taking Lumentum/Win Semi’s orders from other brand customers.
