VCSEL used to be "hot and luminous" in the optical communication application market and has been widely concerned. Now it has added the application of 3D sensing. In the market, if the second echelon of high-end models led by Huawei, oppo, vivo and Samsung respond and popularize quickly, more than 1 billion smartphones are consumed all over the world every year. If 2-3 VCSEL laser devices are embedded in each mobile phone, That is, the market size of 2.3 billion. Today, the total revenue of global VCSEL is close to US $800 million, which is expected to increase to US $2.1 billion by 2020. In the future, in addition to optical communication and 3D sensing, when the mass production supply chain of VCSEL laser devices is formed, it will drive the comprehensive popularization of product prices, including a series of subversive applications such as AR glasses and intelligent driving radar, which will be completely popularized from the conceptualized niche market.
The current situation of VCSEL industry chain in mainland China and Taiwan is very similar to that of LED ten years ago. At present, there are few companies related to VCSEL in mainland China. In addition to domestic optical communication device manufacturer Huaxin semiconductor, VCSEL has launched commercial products. At present, it is also marching into the field of consumer electronics. In Silicon Valley of the United States, a group of Chinese focus on this field, For example, intelligent and verticite are companies composed of Chinese core teams. If they can be attracted back, this industry may develop faster in the mainland.
Of course, Taiwan's development in this area has been very mature and recognized by major international manufacturers. In the upstream, brand-new, Lianya and halo technologies have accumulated 15 years of epitaxy and chip technology. The large LED manufacturer Jingdian has also made a layout for a long time. Wenmao, which focuses on chip manufacturing, is the most professional OEM of gallium arsenide chips. The VCSEL process is not difficult for Wenmao, In addition to the OEM order of lumentum, Apple's 3D sensor supply chain, it has also recently received the OEM order of VCSEL chip from heptagon (AMS), a large 3D imaging module manufacturer. Hongjieke, another six inch GaAs Wafer Factory, is also the OEM of Princeton Optronics. In terms of midstream packaging, Taiwan has accumulated long-term precision packaging strength. At present, Lianjun, Huaxin, Huaxing, halo, silicon products and Tongxin are packaging technologies that can meet the requirements of major manufacturers in the world. Finally, hualijie, a company focusing on VCSEL technology and products for 15 years, is introduced. This company has the strength of vertical integration of upstream, midstream and downstream, It is also a company that can compete with large international manufacturers in VCSEL modules.
There is a long way to go. For the GaAs or VCSEL industry, China has a very large market, especially with the advent of 5g, the requirements for broadband infrastructure will be higher and higher. When all mobile phones use 3D sensing technology as standard equipment, the VCSEL market will be dozens of times larger than now. Chinese manufacturers have the latest equipment, strong capital and lack talents and technical experience, Perhaps the next wave of investment and headhunting frenzy will be VCSEL!
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