The Cell Phone 3D Sensing Market Enters Growth Stage, with VCSEL Revenue Possibly Reaching US$1.139 Billion, Says TrendForce

According to the latest Infrared Sensing Application Market Trend Report by LEDinside, a division of TrendForce, seeing that smartphone shipments are predicted to decline for whole 2019 year, cell phone brands will be engaging in a 'specs -contest' with their flagship devices for the second half-year, and 3D sensing modules will become an important component in that race. Market revenue for VCSELs used by cell phones utilizing 3D sensing is projected to reach US$1.139 billion as a result of this trend.

“For 2019, besides Apple, who will be implementing 3D face recognition in its iPhones wholesale, Samsung, Huawei and Sony have also scheduled implementations of world-facing 3D sensing in flagship devices in 2H. It is estimated that near to 10 high-end phones may use 3D sensing solutions in 2020, with some devices going so far as to implement the solution on both the front- and world-facing cameras and pushing up VCSEL revenue,” says TrendForce Research Manager Joanne Wu.

VCSEL Suppliers Actively Developing World-facing TOF Camera Solutions

The 3D sensing solutions currently used in the consumer market are structured light and time-of-flight (TOF). Structured light acquires the image through projected light patterns, and is able to determine depth with extreme precision, though it comes with a high cost and computational complexity. Moreover, Apple holds the patent for the technology, forming a formidable patent barrier.

TOF does not enjoy the precision and depth that structured light does, but its fast reaction speeds and detection range make up for it. TOF cameras may be divided into front-facing and world-facing versions, with front-facing cameras costing more and world -facing cameras using the higher power VCSELs. Major VCSEL-related companies currently include Lumentum, Finisar, OSRAM's Vixar, ams, WIN Semiconductors Corp., Advanced Wireless Semiconductor Company (AWSC), VIAVI Solutions Inc. etc.

Android Players Eager to Penetrate Market for Varied VCSEL Applications

Many acquisitions and investments have taken place in the VCSEL market between 2017 and 2018, demonstrating that suppliers are optimistic towards future VCSEL demand. Since Apple adopted 3D sensing features in its iPhones wholesale in 2018, using it for face recognition and face unlock, many non -Apple companies such as Xioami, Huawei and OPPO caught on and began development. Yet there are serious bottlenecks in 3D sensing technology as well as a patent barrier, causing development by members of the Android camp to be slower than anticipated. Yet many cell phone brands still see 3D sensing as a technology with much potential.

As the 3D sensing market emerges, 3D sensing technology in future cell phones will no longer be limited to simple face recognition and face unlock applications, but extend to 3D object recognition, modeling, AR and various other features.

TrendForce's latest “LEDinside 2019 Infrared Sensing Application Market Report- Mobile Sensing, LiDAR and Optical Sensing” report provides penetrating analyses into markets for IR LED, VCSEL, EEL, biometric recognition, driver monitoring systems (DMS), LiDAR and other sensing applications. For more information, please visit: https://www.ledinside.com/newsletter/2351.

2019 Infrared Sensing Application Market Trend- Mobile Sensing, LiDAR and Optical Sensing

Release Date: 01 January 2019
Languages: Traditional Chinese / English
Pages: 181

Wavelength and Application Market Analysis
Infrared Wavelength and Application Market Analysis
IR LED and IR Laser Product Power and Sensing Distance Analysis
2019 Infrared Sensing Application Market Trend

Chapter I. Infrared LED Market Scale and Application Trend

2019-2023 IR LED Market Value
2019-2023 IR LED Market Value- Security Surveillance Market
2019-2023 IR LED Market Value- Automotive Night Vision System Market
2019-2023 IR LED Market Value- Under Display Fingerprint
2019-2023 IR LED Market Value- Eye Tracking
2019-2023 IR LED Market Value- Iris and Facial Recognition
IR LED Product Specification in Surveillance and Facial Recognition Market

Chapter II. Infrared Laser Market Scale and Player Movement

2.1 Infrared Laser Market Scale
 2018-2020 Mobile 3D Sensing VCSEL Market Value
 2019-2023 LiDAR Laser Market Value

2.2 Infrared Laser Technology Requirement
 IR VCSEL Manufacturing Process
 IR EEL Manufacturing Process
 Implanted and Oxidation VCSEL Analysis
 LED, EEL, VCSEL Product Performance Analysis
 Advantages of VCSEL Used in 3D Sensing Mobile Products
 IR LED and IR Laser Product Power and Sensing Distance Analysis

2.3 Infrared Laser Player Movement
 VCSEL / EEL Player List
 VCSEL Manufacturers M&A and Investment Strategies
 Global 35 VCSEL Players Production Capability Analysis
 VCSEL v.s. EEL Player Supply Chain Analysis
 2018 VCSEL / EEL Player Capacity Plan Analysis
 1W VCSEL Player Product Performance and Price Analysis

2.4 Long Wavelength Infrared Technology and Market Trend
 Long Wavelength VCSEL Manufacturing Process
 Opportunities and Challenges for Long-wavelength IR Laser Market
 Long-wavelength IR Laser and IR LED Player List

Chapter III. Mobile Biometric Sensing Market Trend

Major Biometric Methods and Its Pros and Cons
2018-2019 Major Biometrics Market Share

3.1 Iris Recognition
 Iris Recognition Product is to Become a Product of History
 Iris Recognition in Potential Application Markets

3.2 Fingerprint Recognition
 2018-2019 Mobile Shipment and OLED Penetration Rate
 2018-2019 Mobile Shipment- Optical and Ultrasonic Under Display Fingerprint
 Optical and Ultrasonic Under Display Fingerprint
 Optical Touch ID and IR LED Product Specification
 2018-2019 Optical and Ultrasonic Under Display Fingerprint Market Share
 Optical Under Display Fingerprint Recognition Supply Chain

3.3 3D Facial Recognition
 Extensive Application of 3D Sensing
 3D Sensing Technology Analysis
 ToF Sensing Solution- Direct Type and In-Direct Type
 Feasibility of 3D Sensing Technology Used in Mobile AR
 Comprehensive Analysis of 3D Sensing Technology
 3D Sensing Technology- Strategic Alliance and Player Status
 APPLE True Depth Camera to Boost 3D Sensing Technology
 Structured Lighting Depth Camera Cost and Supply Chain
 Structured Lighting Depth Camera Structure and Potential Supply Chain
 Time of Flight Depth Camera Cost- Front Facing
 Time of Flight Depth Camera Structure and Potential Supply Chain- Front Facing
 Time of Flight Depth Camera Cost- World Facing
 Time of Flight Depth Camera Structure and Potential Supply Chain- World Facing
 Active Stereo Vision Depth Camera Cost Forecast
 Active Stereo Vision Depth Camera Structure and Potential Supply Chain
 VCSEL Chip and Package Technologies Analysis
 VCSEL Chip and Package Technologies- WLO Components
 Key Successful Factors of VCSEL Product Analysis
 VCSEL Burn in and Test Requirements in all Phases
 Mobile Brands Face ID and 3D Sensing Supply Chain
 2018-2020 Mobile 3D Sensing Market Scale
 2018-2020 Mobile 3D Sensing VCSEL Market Value
 Mobile Branding Facial Recognition and 3D Sensing Schedule
 Key Factors of Mobile 3D Sensing Market Development

3.4 2D Facial Recognition
 2D Face ID Principle and Market Demand
 IR LED Products Used in 2D Face ID Market

Chapter IV. LiDAR Market Trend

2018 v.s. 2023 LiDAR Market Value
LiDAR Market Application Overview
LiDAR Three Major Applications Analysis

4.1 Industrial, Warehousing and Logistics Automation Market
 Automated Guided Vehicle Product Introduction
 Seven Navigations of Automated Guided Vehicle
 Automated Guided Vehicle Market Development and Players

4.2 Automotive LiDAR Market
 Advanced Driver Assistance System (ADAS)- Levels Diagram
 Car Maker ADAS Roadmap
 Autonomous Car Market- Merge, Investment, Strategic Cooperation Analysis
 2020-2050 ADAS Market Forecast
 Eight Advanced Driver Assistance Systems and Sensor Analysis
 Analysis of Automotive Sensing- LiDAR, Radar and IR Camera
 Scanning LiDAR Execute Process
 Flash LiDAR Execute Process
 Automotive LiDAR Manufacturer List- By Region
 Scanning LiDAR v.s. Flash LiDAR Technology Analysis
 Scanning LiDAR v.s. Flash LiDAR Player Analysis
 Automotive LiDAR Market Restriction Factors
 LiDAR Product Technology and Specifications Overview
 Scanning LiDAR and Flash LiDAR Analysis

4.3 Drone Market
 Industrial Drone Application Market Analysis
 Drone Obstacle Avoidance Technologies
 Drone Product Trend and Supply Chain Analysis

4.4 LiDAR Laser Market Requirement and Major Player
2019-2023 LiDAR Laser Market Value
LiDAR Three Basic Components
LiDAR End Product Requirements and Light Source Analysis
LiDAR Laser Strength Analysis and Major Suppliers
Long-wavelength IR Laser in Automotive LiDAR Market
Photodetector Product Advantages Analysis
IR Laser and Photodetector Manufacturer List

Chapter V. Mobile and In-cabin Automotive Optical Sensor Market

Mobile and Wearable Device Sensing Trend
2018-2019 Mobile and Wearable Device Shipment

5.1 Proximity Sensor Market Trend
 2018-2019 Proximity Sensor Market Trend and Major Suppliers
 Proximity Sensor Niche Market- AirPods Introduction

5.2 Photoplethysmography Market Trend
 2018-2019 Pulse Oximetry Sensor Market- Accurate Measurement
 2018-2019 Pulse Oximetry Sensor Market- Blood Glucose Trend
 2018-2019 Pulse Oximeter Market Trend- Glucose Monitoring
 Photoplethysmography (PPG) Business Model
 Main Pulse Oximetry Sensor Supply Chain and Brand List

5.3 Spectral Sensing Market Trend
 2018-2021 Spectral Sensing Market Scale
 Spectral Sensing Market Trend and Application
 Principle of Spectral Sensing Products
 IR with Visible Light Spectrum Sensing Player and Product Trend

5.4 In-vehicle Automotive Optical Sensor Market Trend
 In-vehicle Infotainment System Trend
 In-vehicle Optical Sensing Three Market Trends
 Facial Recognition Market and IR Product Trend
 Driver Physiological Monitoring and IR Product Market Trend
 Automotive Gesture Recognition and IR Product Market Trend
 In-vehicle Optical Sensing Market Supply Chain
 In-vehicle Optical Sensing Market Penetration Rate

Chapter VI. Optical Communication Trend

Optical Communication Market Definition
Optical Communication Major Player and Product Plan
2018-2019 Key Factors of Optical Communication Market Growth
2018-2020 Data Center Server Market Scale
100G Solutions and Light Source Product Requirements
2018 Optical Communication Emitting and Receiving Components Market


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