Last year, Apple iPhone X introduced face recognition for the first time, leading the trend of 3D sensing. This year, the iPhone continues to introduce face recognition. The industry expects that all major smartphone brands will follow up, driving the market opportunities of 3D sensing applications to expand, which is more helpful. The performance of the GaAs supply chain is wet, the upstream GaAs epitaxial plant is new, the foundry is stable, and Hongjieke intends to expand capital expenditure, and fully expand the epitaxial, VCSEL (vertical cavity) required for 3D sensing components. Surface launch laser).
Steady this year, the estimated capital expenditure is about NT$7 billion, which is a significant increase from last year's RMB 4 billion. It is mainly used for purchasing equipment and building production lines. It is expected to be fully in place in the second half of the year to meet customer capacity needs. It is reported that last year, the production capacity of gallium arsenide was about 29,000 pieces. After the equipment is in place in the second half of this year, it is expected that the monthly production capacity will increase by 7,000 to 8,000 pieces by the end of this year. The extra capacity will be used for RF components and 3D sensing components. .
A few days ago, the market sent out that Apple intends to introduce new suppliers of 3D sensing, fearing a stable performance. Wang Yuqi, the general manager of the company, stressed that the market is always competing, and the company has achieved a leading position. It has never been afraid. At present, it has not heard any changes in the amount of orders placed by customers. The shipment momentum in the second half of the year is still optimistic.
Hongjieke has actively invested in VCSEL research and development, and its application covers mobile phones, laptops, vehicles, and medical care. The results will be more remarkable this year. Last year, Hongjieke VCSEL revenue accounted for about 2%. This year, under the market application growth, it is estimated that it will further expand production, thereby improving its performance.
In addition, the upstream GaAs epitaxial plant is new in response to the demand for 3D sensing in this year. In the first half of this year, six MOCVD machines have been added. In the second half of the year, depending on customer demand, it is necessary to expand the MOCVD machine. The expansion is to meet the needs of the customer Lumentum.
According to the latest IEK estimates, the global output value of 3D in 2016 is about 1.116 billion US dollars. The output value in 2020 is expected to double to 2.662 billion yuan, and the compound annual growth rate is over 20%. Among them, smart phones will be the main application of 3D sensing in the future. 3D sensing is currently used in smartphones, and will be further expanded in other areas, including automotive, security monitoring, and Internet of Things.
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