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.

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