2018-08-13

Epistar Reports Lukewarm Revenue due to Inventory

In the beginning of 3Q18, Epistar’s revenue report did not match its expectation. The company registered a revenue of NT$ 1.81 billion (US$ 58.87 million) for July, down by 0.1% MoM and 19.36% YoY.
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2018-07-24

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. 
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2018-06-26

Epistar to Spin off Business Unit for VCSEL and GaN-on-Si Manufacturing

LED chip maker Epistar reported the company’s decision to establish a spin-off to focus on VCSEL (vertical cavity surface emitting laser) and GaN on Si components production. This spin-off will be named Epistar Semiconductor. M.J. Chou, the current president of Epistar, will become the president of the new subsidiary.
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2018-06-11

Photoplethysmography to Pursue Higher Accuracy, Leading to Significant Growth in Demand for Infrared Optical Components, Says LEDinside

According to LEDinside’s 2018 Infrared Sensing Application Market Report, pulse oximeter heart rate sensors have been widely introduced into smartwatch and wristband markets, pushing the demand for infrared optical components. Apple is expected to increase the accuracy of pulse oximeter heart rate sensors in its new-generation Apple Watch, thus may double the amount of green LEDs and infrared LEDs used in the products. The amount of photodiode needed for the new products may be four to five times more than in previous models, and the photodiode will also be larger in size.
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2018-05-03

Osram Acquires VCSEL Maker Vixar to Strengthen Portfolio for Security Applications

Osram has added to its expertise in semiconductor-based optical security technology by acquiring US-based Vixar Inc. Already a technology leader in infrared LEDs and infrared laser diodes, Osram will have a unique breadth of technological expertise and an expanded product portfolio after bringing on board Vixar’s specialist capabilities in the field of VCSEL.
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2018-05-03

Osram Accelerates Its Technological Shift and Explores Future Markets

“The first half of the fiscal year was challenging due to various factors. However, the long-term growth trend remains intact, while the reorganization and the technological shift are continuing,” said Olaf Berlien, CEO of OSRAM Licht AG.
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2018-05-02

VPEC Expands Capacities with AIXTRON Technology

AIXTRON SE will deliver high-end MOCVD technology to long-standing customer Visual Photonics Epitaxy Co. Ltd. (VPEC). The Taiwanese semiconductor foundry, mainly specialized in solutions for wireless and optical device epi wafers, plans to ramp-up its epitaxy production with multiple AIX 2800G4 MOCVD cluster systems to meet the globally growing demand for various photonic and electronic applications.
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2018-04-18

Epistar Schedules to Ship Mini LED Backlights for Smartphones in 3Q18

The oversupply in the LED chip market continues in 2018. The market demand is estimated to recuperate in the second quarter; however, it will still need new technologies such as Mini LED to ease the oversupply, according to Biing-Jye Lee, Chairman of Epistar
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2018-03-14

Lumentum to Acquire Oclaro For $1.8B in Cash And Stock

Photonics product provider Lumentum and Oclaro, specializing in optical components and modules, announced that the two companies have signed a definitive agreement, unanimously approved by the boards of directors of both companies, pursuant to which Lumentum will acquire all of the outstanding common stock of Oclaro.
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2018-03-07

New Shares from AIXTRON Stock Option Program to Be Traded Under Separate ISIN

AIXTRON SE has a number of stock option programs in place that grant employees the right to purchase AIXTRON shares under certain conditions. The company in February announced its financial results for fiscal year 2017 and the fourth quarter 2017.
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2018-03-07

Adoption Rate of 3D Sensing in Smartphones is Estimated at 13.1% in 2018, while Apple Remains the Key Driver, Says TrendForce

Apple’s launch of iPhone X has led to a wave of 3D sensing technology, bringing its key component—vertical cavity surface emitting laser (VCSEL)—into the spotlight. However, the number of VCSEL suppliers with mass production capacity is very limited due to technical barriers, leading to short supply of VCSELs and thus delaying Android camp’s plan to follow suit. TrendForce estimates the penetration rate of 3D sensing in smartphones will grow from 2.1% in 2017 to 13.1% in 2018, while Apple remains the major adopter.
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2018-03-06

Mini LED and VCSEL Earn Profits for Epistar Through Slow Season

Taiwan-based LED chip manufacturer Epistar reported a decrease of 8.59% MoM and a growth of 11.52% YoY in its revenue for January 2018. The slow season and the price decline of LED are factored in for the decrease.
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2018-02-26

HC Semitek Makes Big Push for Advanced Semiconductors Including Micro LED, VCSEL, IR LED

Chinese LED maker HC Semitek announced it has signed an investment framework agreement to establish projects of advanced semiconductors and devices in the Yiwu Information and Optoelectronics Hi-Tech Industrial Park. The signing of the agreement was witnessed by the Yiwu Municipal People’s Government.
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2018-02-14

[Notification] LEDinside Will See You After Chinese New Year

LEDinside would like to thank everyone for your support and regular visit to our online magazine. As Chinese New Year is approaching, we will temporarily stop updating industry news until February 21.
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2018-02-07

3D Sensing and ROADM Drive Lumentum Revenue and Profitability in 2Q18

Lumentum reported results for its fiscal second quarter ended December 30, 2017.
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2018-02-01

[Photonics West 2018] - 3D Sensing Application Market is in Focus

So far, Photonics West 2018 is the largest-scale photonics exhibition in the United States and its visitors are the most centralized. As an international photonics industry event, Photonics West is annually held in San Francisco. Not a few smart phone manufacturers have been developing 3D sensing embedded devices since Apple launched iPhone X featured with 3D sensing function. Thus, 3D sensing application market and VCSEL product development became the focus of attention in Photonics West 2018.
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2018-01-25

Epistar to Ship out Mini LED and VCSEL in 2H18

Finance of Taiwanese LED giant Epistar saw a noticeable recuperation last year. The market this year anticipates Mini LED, one of Epistar’s new lineup, to generate a revenue for the company in 2H18.
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2018-01-12

Massive 3D Sensing Boom in 2018 Causes Lumentum Shares to Escalate

Numerous orders are flowing to 3D sensing component suppliers including Lumentum and Win Semiconductor because of the boom in 3D sensing in 2018. Placed by Apple and other application makers, those orders are bringing fortune to suppliers.
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2018-01-04

3D Sensing: Present and Future

The iPhone X has sparked a heated discussion of 3D sensing technology in 2017, and Apple will continue to develop 3D sensing. On the other hand, vendors of Android smartphones will also follow the trend, pushing up the demand for Vertical Cavity Surface Emitting Laser (VCSEL), a key component for 3D sensing technology. Therefore, VCSEL manufacturers now race to lay the foundation in this segment. 
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2018-01-03

LEDinside: Most-Mentioned Companies You Will Hear When Speaking of 3D Sensing

2018 just began but we already knew before that new technologies such as 3D sensing are going to be huge this year after the launch of Apple’s iPhone X last September. Using faces to unlock phones and personalize expressive Animojis are probably the two most memorable features that make 3D sensing widely known of among consumers. Surely, other phone makers will not let go of a chance to sport their products with similar capabilities, hence we learn the projection that the total value of the global market of mobile 3D Sensing is anticipated to grow at a CAGR of 209% from USD 1.5 billion in 2017 to USD 14 billion by 2020.
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2018-01-02

Tech Firms Scramble for VCSEL Technology

VCSEL (vertical-cavity surface-emitting laser) technology has been at the center stage in the tech world of late, in the wake of the debut of the new iPhone X, which contains a 3D sensing module with VCSELs as its core components. Their importance even made Apple fork over quite an amount of money to secure some of the VCSEL shipment from Finisar, a laser chip producer.
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2017-12-26

Multiple Applications Will Broaden Business Opportunities For the Infrared Industry, Expects LEDinside

According to 2018 Infrared Sensing Application Market Report by LEDinside, a division of TrendForce, multiple applications will broaden business opportunities for the infrared industry. LEDinside targets on the ten major application markets, such as surveillance security, mobile biometric system (iris / facial / fingerprint), digital healthcare (pulse oximetry), gaming notebook, touch panel, NIR spectroscopy, AR / VR/ eye tracking, car sensor, LiDAR and drones, proximity sensor, etc., to analyze the market scale, opportunities and challenges, product specification and supply chain, and provides wide scope and comprehensive outlook of the infrared application market.
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2017-12-25

IQE Pre-close Full Year Trading Update 2017

IQE plc announces its pre-close trading update for the full year ending 31 December 2017. The Group announces that it expects full year revenues to be ahead of market expectations, and to be not less than £150m for the year ending 31 December 2017. Wafer sales are on track to deliver strong double-digit growth in 2017 and to continue to diversify. The three primary markets are Photonics, InfraRed and Wireless.
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2017-12-22

IQE Purchases from Luxtaltek IP Portfolio Covering VCSEL and Micro LED

IQE plc, the Welsh supplier of advanced wafer products and wafer services to the semiconductor industry, announces that its wholly ownedsubsidiary, NanoGaN Limited, has secured the purchase and assignment of a portfolio of patents from Taiwan based Luxtaltek Corporation.
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2017-12-20

TriLumina to Demonstrate 3D Solid-State LiDAR Using Its 3D Sensing VCSEL Illumination Solutions

At CES 2018, TriLumina will demonstrate multiple use cases for its innovative 940 nm VCSEL illumination modules, including a novel solid-state 3D LiDAR system powered by its illumination modules, which will be showcased at the company's Suite at the Westgate Hotel as well as in the Leddar Ecosystem Pavilion.
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2017-12-19

Vektrex Chamber Addresses Unmet Market Need for High-Power, High-Capacity Solution

Vektrex announced the successful completion of a 650,000 lumen test, conducted in the high-power Integrated Thermal Control System (ITCS) chamber. Total LED electrical drive power exceeded 10,000 Watts. While COB LED arrays were used for this test, other ITCS models support VCSELs and Laser Diodes.
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2017-12-15

VCSEL Market Value Hits USD 246 Mil While 3D Sensing is Booming, says LEDinside

According to 2018 Infrared Sensing Application Market Report by LEDinside, a division of TrendForce, many smartphone companies have been developing 3D sensing embedded devices since Apple launched iPhone X featuring 3D sensor. LEDinside anticipates that the value of global infrared laser projector market for mobile 3D sensing is estimated to reach US$246 million in 2017, and is forecast to grow to around US$1.953 billion in 2020.
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2017-12-13

Apple awards VCSEL Manufacturer Finisar $390 million from its Advanced Manufacturing Fund

Apple today announced the latest award from its $1 billion Advanced Manufacturing Fund. Finisar, a manufacturer of optical communications components, will receive $390 million as part of Apple’s commitment to support innovation and job creation by American manufacturers.
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2017-11-27

iPhone X Supply Improving; VCSEL Production Ramps Up

Famed KGI Securities analyst Ming-Chi Kuo said in his latest report that shipping estimates of the iPhone X have improved to 1-2 weeks in large part because of better-than-expected enhancements in the supply chain, rather than weak demand, reported MacRumors. The worldwide demand for the iPhone X remains strong.
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2017-11-23

Epistar Increases Investment in Mini LED & VCSEL

Taiwanese LED chipmaker Epistar reported a decline in revenue in October due to the slow season and estimated 4Q17 sales less than that of 3Q17. However, Epistar’s outlook for 2018 is positive with the momentum from collaboration with display makers on Mini LED-lit displays.
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For the LED driver product line, wide AC voltage input range (180 ~ 528VAC) HVGC family, MEAN WELL now launches HVGC-650 series to offer more choices of high power products.

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