Total VCSEL Revenue Expected to Reach US$1.8 Billion in 2021 Owing to Integration of 3D Sensing and 5G, Says TrendForce

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


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