Taiwanese GaAs Suppliers Face the Impacts of In-Stock VCSEL and Competitors

After Apple introduced 3D sensing technology in iPhone X last year, the technology has caught the eye of the market as well as its key component, VCSEL. The suppliers have been boosting the manufacturing of VCSEL since then but as the sale of iPhone X did not meet expectations, the in-stock 3D sensing component also influenced the revenue of suppliers.

Win Semiconductor reported the company’s revenue estimation of Q3 with 10% QoQ reduction before the launch of the new iPhone. The update has impacted the share prices of other Taiwanese GaAs suppliers including VPEC and AWSC.

Win Semiconductor did not react optimistically to the company’s profit prospects in Q3 due to the in-stock VCSEL and shrinking market share as Finisar has joined the supply chain to share the market. As a result, even though the new iPhones and some iPads might adopt 3D sensing technology, the expectation of revenue did not go with the trend.

Disclaimers of Warranties
1. The website does not warrant the following:
1.1 The services from the website meets your requirement;
1.2 The accuracy, completeness, or timeliness of the service;
1.3 The accuracy, reliability of conclusions drawn from using the service;
1.4 The accuracy, completeness, or timeliness, or security of any information that you download from the website
2. The services provided by the website is intended for your reference only. The website shall be not be responsible for investment decisions, damages, or other losses resulting from use of the website or the information contained therein<
Proprietary Rights
You may not reproduce, modify, create derivative works from, display, perform, publish, distribute, disseminate, broadcast or circulate to any third party, any materials contained on the services without the express prior written consent of the website or its legal owner.

Natural colour rendering of Optisolis™ LEDs lets visitors experience artwork as the artist intended without degrading the work. Tokushima, Japan – 23 July 2019: Nichia Corporation, the leader in high brightness LED technologies, an... READ MORE

TSLC Corporation, a subsidiary of SemiLEDs, launched sampling of its tri-color Mini LED series, targeted to provide LED display manufacturers with surface-mounting (SMT) compatible devices. The first product in the tri-color multi pixel series... READ MORE