Apple iPhone new machine driven upstream VCSEL (vertical cavity surface-fired laser) components demand burst red, the global supply chain have snatched into the market opportunities. Benefit from Apple's supply chain sensor giant austriamicrosystems (AMS) as a major shareholder, Hua Li Jie successfully become the exclusive supplier of wireless headphones AirPods, the recent continuous 3D sensing certification, and achieved industry-leading, expected in 2018 Cut into the non-Apple mobile phone customers, due to the visibility of orders clear, Hua Li Jie 4-inch expansion of the process line to be completed before the end of the expansion of up to 6 times, brewing sprint profit growth momentum. fz1200r12kf5

Hua Lijie revenue in November 2017 about NT $ 11.3 million, and sustained losses over the past seven years, but with the laser light source technology market has attracted much attention, Hua Li Jie exclusive epitaxial production formula, unlike other Taiwan plant Of the OEM foundry position, AMS currently holds about 15.2% of the shares, one of the four major shareholders of the company, due to AMS actively expand its supply capacity, and to play its vertical integration capabilities, but also to allow Vertigo into Apple VCSEL supply Chain, driven by the recent skyrocketing worth.

The industry pointed out that Apple's AirPods Black Friday promotion in 2017 is one of the hottest gift lists of the year. It not only has the functions of calling and listening to music, but also an important extension of wireless devices. With the new supplier of AirPods in 2018, Shipment progress is expected to be significantly accelerated, the market is bullish, shipments in 2018 is expected to double to 2,600 to 28 million units, and Hua Li Jie is expected to become the exclusive VCSEL suppliers.

Huali Jie said that for the market rumors and specific customers will not comment, but orders for about 2018 has been signed, the overall shipment outlook is very clear, and the recent 4-inch laser epitaxy production yield higher than the industry, so the Production will be cost-competitive and will be expanded to supply 4-inch process lines by the end of the year. It is expected to expand 6x capacity and will be ready for new orders due 2018. cm75ye13-12f

Apple iPhoneX face recognition feature introduced after the mainland mobile camp also plans to import high-end flagship models, cell phone manufacturers will lock biometric identification of each other signs of the market is expected to 2018 US CES exhibition is expected to see new product launch. Hua Lijie has recently signed a product development agreement with the Android handset brands and optical manufacturers. In addition to facial recognition, products such as fingerprint recognition under full screen are expected to be introduced to VCSEL technology and continue to promote the high-power VCSEL 3D sensing product certification In 2018, we will launch new products according to customer's schedule.

Lai Lihong, general manager of Hua Li Jie, said the VCSEL technology is a combination of LED and traditional laser advantages of high-performance laser, but also the light source of light detection, which, VCSEL as a close-range sensing light source applications, from the iPhone7 series Using VCSEL as a Proximity Sensor and continuing with the new models in 2017, with laser AF, 3D face recognition, etc., about 10 VCSEL components are now required in one smartphone to match 3D sensing will provide a wider range of usage features and the market demand for VCSELs for consumer electronics will enter a period of rapid explosion.

It is estimated that the market output of 3D sensing modules for mobile devices will jump from 2017 to 1.5 billion in 2017 and is expected to reach 14 billion in 2020 at a compound annual growth rate of 209%. In addition to the UK Epic maker IQE, the United States laser diode factory Lumentum for the Apple iPhone new machine VCSEL exclusive supplier, the new optoelectronics, Acer Jie, Intel Terry, Crystal, China Li Jie, aura, and many other Businesses are actively involved in sub-food market pie.

Lai Lihong pointed out that China Li Jie's VCSEL shipments in the world has accumulated more than 1 billion, although other competitors converted 6-inch epitaxial machine production, but Hua Li Jie's advantage is to master the epitaxial formula process, as the downstream process Measurement, cutting and other production capacity, the future does not rule out the production outsourcing through outsourcing.