A few days ago, relevant media reported that people in the wealth chain disclosed that Apple will use the custom CMOS method to imitate the results of human eyes, and use this skill for the next-generation iPhone. In addition, this iPhone will be equipped with an AR camera. Although the detailed application model is not clear at present, the outside analyst predicted that the next iPhone will probably use the customized ToF camera to get AR application scenarios that are similar to the human eye.
TOF or promising relay layout light
The full name of TOF is Time of Flight, which is a depth information measurement solution in detail. It is mainly composed of an infrared light projector and an absorption module. It is currently used in many household scales such as mapping, logistics, and unmanned driving. The solution is mature, but Relatively small scale applications in consumer electronics.
In terms of mobile phone design and manufacturing, deploying ToF in the rear camera area can more easily arrange active light sources, eliminating the squeeze of enemy mobile phone space. The most important thing is that compared to the layout light scheme, TOF's 3D scheme is simpler to implement and the cost is lower than the 3D layout light.
According to market sources, Apple ’s growth focus in the future is to make mobile phones the largest platform for augmented reality. ToF sensors can track the movement of objects, allow future iPhones to look around the room, and build an accurate 3D rendering for the trailblazers and users.
In fact, this is not Apple ’s “exclusive wind” at all. In 2019, Apple in the 3D sensing mobile phone market is still dominated by layout lights, and models since iPhone X are equipped with layout lights. The Android camp ’s TOF rear camera is rapidly ramping up. Huawei has become the company with the largest number of TOF-equipped models. The Mate 30 Pro has retracted the TOF solution before and after. The market predicts that Huawei ’s shipments of ToF mobile phones before and after deployment will be separated by About 12 million and 27 million. In addition, manufacturers such as vivo and Samsung have launched rear TOF models.
From the point that TOF is expected to relay light, ToF is expected to become the next outlet of the smart phone camera. With the development and enhancement of the realistic content market, the next wave of mobile terminal innovations will host revolutionary innovations around AR, and content manufacturers continue to urge the growth of AR / VR development platforms, which will definitely urge the growth of TOF wealth.
From the perspective of shipments, according to Yole's forecast data, the demand for 3D sensing for smartphones will increase from 40 million units in 2017 to more than 200 million units in 2019. Among them, the ToF models in 2019 will also mainly meet In several high-end flagship machines, TOF shipments will further break out from 2020, accounting for 40% of the overall 3D feel.
What are the benefits of the wealth chain?
From the perspective of the wealth chain, the TOF components mainly include TOF sensors, infrared light sources, narrow-band filters, optical lenses, CIS, infrared cut-off filters, sensor modules, camera modules, WLC, and wafer-level post-processing. Penalties, etc., focus components include VCSEL light source, Diffuser, etc. at the transmitting end, lenses, narrow-band filters, near-infrared CMOS, etc. at the absorption end.
( 行情 002281 ,诊股)等等。 The scale of VCSEL. At present, the major manufacturers are large overseas manufacturers of optical communication chips, including Lumentum, Finisar, II-VI, PhilipsPhotonics, etc. Lumentum is the world's leading supplier of VCSELs, providing new models of 3D sensing modules for major international customers. Group of laser sources, domestic suppliers include Zonghui Optoelectronics, Ruixi Technology, Guangxun Technology ( Quote 002281 , Clinic) and so on.
( 行情 002273 ,诊股)(002273)（002273.SZ）。 In terms of narrow-band filters, there are currently two main narrow-band filters in the world, VIAVI in the United States and Crystal Optoelectronics in China ( quotation 002273 , diagnostic stock) (002273) (002273.SZ). At present, the narrow-band filter solutions of major customers are provided by the aid of crystal and VIAVI. Its strength lies in the coating process. It is estimated that new competitors need a long time to cut in, and the moat is high.
Crystal Optoelectronics is a professional R & D and manufacturing enterprise specializing in optical imaging, LED, micro display, reflective materials and other scales at home.The main products are applied to digital cameras, camera phones, security surveillance cameras, computer cameras and other digital camera lenses, semiconductor lighting. , Micro-projectors, video glasses and other products, the leading products of optical low-pass filter (OLPF) and infrared cut filter (IRCF) two products rank first in the world.
In terms of imaging lenses and camera modules, the corresponding wealth chain companies include image sensor manufacturers, module package manufacturers, lens manufacturers, motor suppliers, and filter suppliers. ( 行情 002456 ,诊股)、水晶光电、 立讯紧密 ( 行情 002475 ,诊股)、丘钛科技等。 Due to the high barriers to industry skills and convergence, most of the wealth chain leaders are controlled by Japan, South Korea, and Taiwan, and Chinese manufacturers mainly converge on infrared filter and lens module packages, including Sunny Optical, Ophi Optics ( quotation 002456 , Clinic), Crystal Optoelectronics, Lixun Close ( Quote 002475 , Clinic), Qiu Ti Technology, etc.
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