In early 2020, TrendForce forecasted the release of more than 10 high-end smartphone models equipped with 3D sensing solutions this year, which would drive up 3D sensing VCSEL revenue* to US$1.404 billion. However, as the COVID-19 pandemic put a damper on global smartphone shipment, and the Indian consumer market exhibited strong demand for entry-level and mid-range smartphone models, smartphone brand vendors have subsequently slowed down their pace of integrating 3D sensing solutions into high-end models. TrendForce is revising its forecasted 3D sensing VCSEL (for mobile devices including smartphones and tablets) revenue down to $1.207 billion for 2020, a 12% increase YoY.
TrendForce research manager Joanne Wu indicates that 3D sensing functions have become an indispensable part of flagship models as smartphone brand vendors engage in a spec war in this product segment. 3D sensing is mostly integrated into the rear cameras; its primary applications include range finding, background blur, 3D object detection, spatial modeling, and Augmented Reality. In the future, 3D sensing functions are expected to be paired with 5G connectivity, in turn becoming a standard feature of high-end phones. Total revenue for 3D sensing VCSEL is projected to reach $1.842 billion in 2021, a 53% increase YoY.
The current dominant suppliers of 3D sensing solutions include ams, Finisar, OSRAM, II-VI Incorporated, Lumentum, Sony, VPEC, LITE-ON, AWSC, Win Semiconductors, etc. 3D sensing applications in the consumer electronics market include such functions as structured light, ToF (time of flight), and active stereo vision. In particular, ToF functions are integrated into a wide variety of applications owing to their fast response times and long range.
At the moment, Apple and Samsung have each integrated ToF functions in their respective products, such as iPhone and iPad Pro for the former and S20+ and S20 Ultra 5G for the latter. In addition, direct ToF sensors are more power-efficient compared to other 3D sensing solutions. The integration of 3D sensing with 5G connectivity is expected to deliver a more interactive experience for users of mobile devices through functions such as gesture control-enabled AR. Other possible 3D sensing applications are AR-assisted interior design, home renovation, home additions, and even integration with video games. 3D sensing solutions may even see cross-industry commercial opportunities in the future.
*Note: 3D sensing VCSEL revenue in this calculation primarily includes whole IR transmitter (TX) units of 3D sensing model.
2020 Infrared Sensing Application Market Trend- Mobile 3D Sensing, LiDAR and Driver Monitoring System
Release Date: 01 January 2020
Language: Traditional Chinese / English
Page: 153
Chapter I. Infrared Market Scale and Application Trend- IR LED, VCSEL and LiDAR Laser
Scope of the Report- Infrared Sensing Market Applications
Infrared Sensing Market Applications- Power and Sensing Distance
Scope of the Report- 3D Sensing Market Applications
2019-2020 3D Sensing Module Market Scale- Mobile Devices 3D Sensing, Automotive LiDAR and Industrial LiDAR
1.1 Infrared LED Market Scale and Application Trend
2019-2020 IR LED Market Scale
2019-2020 IR LED Market Scale- Segment Market Analysis
IR LED Product Performance and Price Analysis
1.2 VCSEL vs. EEL Market Scale and Application Trend
2019-2020 VCSEL Market Scale
2019-2020 EEL Market Scale- LiDAR Laser
VCSEL Manufacturing and Product Strengths
>1,000nm VCSEL Manufacturing Challenge Analysis
EEL Manufacturing and Product Strengths
VCSEL Players M&A and Investment for 3D Sensing Market
VCSEL vs. EEL Player List
Global 30 Players Production Capability and Target Market Analysis
2020 VCSEL / EEL Player Target Market Analysis
2018-2020 VCSEL Product Performance and Price Analysis
Chapter II. Mobile Devices 3D Sensing Market Trend
Major Biometric Method Pros and Cons
2020 Mobile Sensing Market Penetration Analysis
2.1 Mobile Devices 3D Sensing
3D Sensing Technology Overview
3D Sensing Technology Comprehensive Analysis on Cost and Computation Complexity
3D Sensing Technology- Strategic Alliance and Player Status
Mobile 3D Sensing Function- Front Camera vs. Rear Camera
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 Cost- World Facing
Time of Flight Depth Camera Structure and Potential Supply Chain
Active Stereo Vision Depth Camera Cost
Active Stereo Vision Depth Camera Structure and Potential Supply Chain
VCSEL Chip and Package Technology Analysis
2020 Structured Light VCSEL Technology Evolution
2020 Direct and Indirect ToF VCSEL Technology Evolution
VCSEL Burn in and Test Requirements in All Phases
2019-2020 Mobile 3D Sensing Value Chain Analysis
2019-2020 Mobile 3D Player Competitive Landscape Analysis
2019-2020 Mobile and Mobile Devices 3D Sensing Timeline and Landscape Analysis
2019-2020 Mobile Devices 3D Sensing Module Market Scale
2019-2020 Mobile Devices 3D Sensing VCSEL Market Value and Volume
2019-2020 Mobile Devices 3D Sensing VCSEL Market Value and Volume- By 3D Sensing Solutions
2.2 Fingerprint Recognition vs. 2.5D Facial Recognition
2019 Optical and Ultrasonic FOD Penetration Rate and Cost Analysis
Optical and Ultrasonic FOD Technology Analysis
2.5D Face ID Principles and Product Advantages
2.5D Face ID Market Demand and IR LED Product Requirements
Chapter III. LiDAR Market Trend
LiDAR Product Definition
Global LiDAR Player List- By Region
Scanning LiDAR Execute Process
Flash LiDAR Execute Process
Scanning LiDAR vs. Flash LiDAR Technology Analysis
Scanning LiDAR vs. Flash LiDAR Analysis
Scanning LiDAR vs. Flash LiDAR Player Analysis
3.1 Automotive LiDAR Market
2020-2024 Automotive LiDAR Market Value
Autonomous Car Market- Merge, Investment, Strategic Alliance Analysis
Autonomous Vehicle vs. ADAS
Automotive Sensing Analysis- LiDAR, Radar and Camera
2020-2024 Passenger Car Market Trend
Passenger Car- Autonomous Vehicle L3 vs. L5 LiDAR and Senor Requirement
2020-2024 Autonomous Bus Market Trend
Autonomous Bus Market Landscape Analysis
Autonomous Bus- Autonomous Vehicle L4 LiDAR and Senor Requirement
Automotive Grade LiDAR Product Overview
Automotive LiDAR Market Restriction Factors
Pros and Cons of the Integration of LiDAR and Headlamp
3.2 Industrial LiDAR Market
AGV and AMR Product Advantages Analysis
AGV vs. AMR Market Landscape Analysis
AGV vs. AMR LiDAR and LiDAR Laser Product Requirement
3.3 LiDAR Laser Market Requirements and Key Players
LiDAR Three Basic Components and Market Requirements
LiDAR End Product Requirements and Light Source Analysis
LiDAR Laser Product Portfolio and Player Analysis
905nm vs. 1,550nm LiDAR Laser Advantages and Applications
LiDAR Photodetector Product Trend Analysis
2020-2024 LiDAR Laser Market Value
LiDAR Laser and Photodetector Player List
Chapter IV. Driver Monitoring System Market Trend
Driver Monitoring System
Truth and Data of Car Accidents
Will Driver Monitoring System Become Vehicle Safety Standard?
Driver Monitoring System Product Design- OE and AM
IR LED vs. VCSEL Product Requirement
Driver Monitoring System Market Landscape Analysis
Chapter V. SWIR LED and Broadband IR LED Market Trend
Short Wave InfraRed (SWIR) Product Definition and Market Strength
5.1 SWIR LED Market Trend
SWIR Application Market Overview
SWIR Application Markets - By Wavelength
SWIR Application Market Opportunities
SWIR Application Cases Analysis
SWIR LED Player and Product Analysis
3-5μm SWIR Market Opportunities and Potential Suppliers
SWIR IR LED Market Opportunities and Potential Customer List
5.2 Broadband Infrared LED Market Trend
Broadband Infrared LEDs Application Market Overview
Broadband Infrared LED Product Definition and Market Advantages
Broadband Infrared LED Player and Product Analysis
Chapter VI. 1D Time of Flight vs. Proximity Sensor
Mobile vs. Wearable Device Sensing Market Trend
2019-2020 Mobile vs. TWS Shipment Forecast
2019-2020 Mobile Devices- Proximity Sensor vs. 1D ToF Market Trend
2019-2020 TWS and Smart Home Appliance Sensing Market
1D ToF vs. Proximity Sensor Market Landscape Analysis
Chapter VII. Optical Communication Market Trend
Optical Communication Market Definition
2020 Key Factors of Optical Communication Market Growth
Major Optical Communication Player and Product Plan
2020-2022 Data Center Ethernet Port Market Scale
2020-2022 Optical Communication Trend in DataCom Market
100Gbps vs. 400Gbps Product Trend
VCSEL vs. Silicon Photonics vs. EEL Product Analysis
2019-2023 Optical Communication VCSEL Market Trend
Optical Communication Market Landscape Analysis
