Very few companies use some of these components, so when a manufacturer starts mass producing them… it’s very easy to connect the dots and know that Apple is up to something . Lumentum, Apple’s VCSEL provider is an example of this.
As can be seen from Lumentum’s quarterly results report this week, the company had better than expected results . This is due to the fact that the volume of advance orders it has received is considerable.
Lumentum is the manufacturer of the VCSEL sensors of the Apple TrueDepth camera , together with Finisar. This sensor is the one that manages to detect the depth of the objects by means of a mapping in three dimensions. This is essential for Face ID to work, and therefore is essential in any new product with Face ID.
Returning to Lumentum, analysts predict a good autumn for the company. These advance orders suggest that the great demand it is having for the coming months is due to the arrival of new products with Face ID. The demand is higher than expected , they estimate that Apple could introduce three phones with TrueDepth camera. No surprise, that’s the rumor we’ve been hearing for months. And let’s not forget the iPad Pro.
As we already warned a few weeks ago, promises a good autumn for these Apple suppliers . The company has already invested $390 million in Finisar (the other VCSEL sensor supplier) to set up a new production plant. Manufacturing on a large scale is not easy, especially when you depend on a third party.