Apple VCSEL supplier suggests TrueDepth coming to multiple iPhones this fall

Posted:
in General Discussion edited March 2018
Comments made during Apple supplier Finisar's most recent earnings report suggest the company, which provides vertical-cavity surface-emitting laser modules for iPhone X's TrueDepth system, is prepping for the technology to be included in multiple iPhones rumored to debut later this year.




Loup Ventures analyst Gene Munster believes Finisar's results reveal minimal VCSEL revenue between about $8 million and $10 million for the quarter ending Jan. 31. Further, the firm expects that number to dip in the current quarter due to seasonality.

However, commentary from management suggests the company is preparing for a large uptick in the second half of 2018, in line with rumors of a multi-iPhone launch this fall. Of note, Finisar provided an update on its 700,000-square foot plant in Sherman, Texas, saying VCSEL production at the facility is expected to go live in the second half of this year.

The plant is thought to have been purchased, at least in part, with funds received from a $390 million infusion from Apple as part of the tech giant's Advanced Manufacturing Fund. In announcing the grant in December, Apple said the cash should allow Finisar to "exponentially increase its R&D spending and high-volume production," adding that all VCSEL supply purchased from the firm would come from the Sherman facility.

Finisar is working hard to publicize its upcoming plant, which is in the process of being repurposed from a previous life as MEMC silicon wafer factory. In a recent tour of the facility, VP and General Manager Curtis Barratt said Finisar is looking to man the plant with up to 600 workers, some of whom are former MEMC employees.

"We're making Sherman the VCSEL capital of the world," Barratt said, adding, "Everything from self-driving cars, to gesture recognition, to facial recognition, all of these applications are going to make this a very, very important location."

Apple currently uses VCSEL arrays to power the TrueDepth camera and, subsequently, Face ID in iPhone X. Sometimes referred to as structured light modules, VCSEL components make up the dot projector in Apple's 3D modeling apparatus, which also includes an infrared flood illuminator, and infrared camera and color cameras.

Finisar announced the purchase of its Sherman plant in December. At the time, Munster said he believed the announcement to mean Finisar had received final qualification for VCSEL production from Apple, suggesting large quantity shipments would follow in 2018. That timeline was again hinted at in today's earnings report, the analyst says.

For Apple, large scale production of VCSEL components likely means TrueDepth and Face ID are coming to multiple iPhone models rumored for release later this year, Munster says. That lines up with expectations from KGI analyst Ming-Chi Kuo, who last year said Apple would launch three iPhone variants in 2018 including an iPhone X revamp, a 6.5-inch "iPhone X Plus" and a 6.1-inch LCD model.

Multiple reports have backed up Kuo's original prediction, the most recent reasserting all three iPhones will likely include Face ID features.

Comments

  • Reply 1 of 11
    cornchipcornchip Posts: 1,249member
    Makes sense, FaceID is a huge fail for Apple.. wait...
  • Reply 2 of 11
    chelinchelin Posts: 58member
    Actually “downgraded” to an iPhone 8 this weekend because I couldn’t stand the Face ID. It works about 15% of the cases. And I usually like to have my phone on my desk, when I need something I just press the home button. with the Face ID I need to pickup the phone and stare at it like a zombie for 3 seconds.

    imho it is the worst invention Apple ever launched Newton included. It simply doesn’t translate from something to demo through to real life.

    the only place where Face ID actually would be tolerable is to unlock my laptop. Here the Touch ID doesn’t really improve my day but I think Face ID would. 
    muthuk_vanalingam
  • Reply 3 of 11
    foggyhillfoggyhill Posts: 4,767member
    chelin said:
    Actually “downgraded” to an iPhone 8 this weekend because I couldn’t stand the Face ID. It works about 15% of the cases. And I usually like to have my phone on my desk, when I need something I just press the home button. with the Face ID I need to pickup the phone and stare at it like a zombie for 3 seconds.

    imho it is the worst invention Apple ever launched Newton included. It simply doesn’t translate from something to demo through to real life.

    the only place where Face ID actually would be tolerable is to unlock my laptop. Here the Touch ID doesn’t really improve my day but I think Face ID would. 
    Rigth... you're lying. Good luck with your troll move.
    lolliverAvieshekjony0
  • Reply 4 of 11
    chelin said:
    Actually “downgraded” to an iPhone 8 this weekend because I couldn’t stand the Face ID. It works about 15% of the cases. And I usually like to have my phone on my desk, when I need something I just press the home button. with the Face ID I need to pickup the phone and stare at it like a zombie for 3 seconds.

    imho it is the worst invention Apple ever launched Newton included. It simply doesn’t translate from something to demo through to real life.

    the only place where Face ID actually would be tolerable is to unlock my laptop. Here the Touch ID doesn’t really improve my day but I think Face ID would. 
    Lol. Get an Android troll.
    lolliverAvieshekcornchipjony0
  • Reply 5 of 11
    chelinchelin Posts: 58member
    foggyhill said:
    chelin said:
    Actually “downgraded” to an iPhone 8 this weekend because I couldn’t stand the Face ID. It works about 15% of the cases. And I usually like to have my phone on my desk, when I need something I just press the home button. with the Face ID I need to pickup the phone and stare at it like a zombie for 3 seconds.

    imho it is the worst invention Apple ever launched Newton included. It simply doesn’t translate from something to demo through to real life.

    the only place where Face ID actually would be tolerable is to unlock my laptop. Here the Touch ID doesn’t really improve my day but I think Face ID would. 
    Rigth... you're lying. Good luck with your troll move.
    Let me guess you twitter account is @realDonaldTrump? Everything is fake... Have owned an iPhone X? 

    muthuk_vanalingam
  • Reply 6 of 11
    chelinchelin Posts: 58member
    chelin said:
    Actually “downgraded” to an iPhone 8 this weekend because I couldn’t stand the Face ID. It works about 15% of the cases. And I usually like to have my phone on my desk, when I need something I just press the home button. with the Face ID I need to pickup the phone and stare at it like a zombie for 3 seconds.

    imho it is the worst invention Apple ever launched Newton included. It simply doesn’t translate from something to demo through to real life.

    the only place where Face ID actually would be tolerable is to unlock my laptop. Here the Touch ID doesn’t really improve my day but I think Face ID would. 
    Lol. Get an Android troll.
    I would never own one I do not like Android neither do I like Face ID..  are you such a snowflake that people aren’t allowed to have an oppinion? 
    muthuk_vanalingambeowulfschmidt
  • Reply 7 of 11
    Rayz2016Rayz2016 Posts: 4,556member
    chelin said:
    Actually “downgraded” to an iPhone 8 this weekend because I couldn’t stand the Face ID. It works about 15% of the cases. And I usually like to have my phone on my desk, when I need something I just press the home button. with the Face ID I need to pickup the phone and stare at it like a zombie for 3 seconds.


    You must have one of those generic faces I read about once. 

    Try it without the sunglasses. 

    Avieshek
  • Reply 8 of 11
    chelin said:
    Actually “downgraded” to an iPhone 8 this weekend because I couldn’t stand the Face ID. It works about 15% of the cases. And I usually like to have my phone on my desk, when I need something I just press the home button. with the Face ID I need to pickup the phone and stare at it like a zombie for 3 seconds.

    imho it is the worst invention Apple ever launched Newton included. It simply doesn’t translate from something to demo through to real life.

    the only place where Face ID actually would be tolerable is to unlock my laptop. Here the Touch ID doesn’t really improve my day but I think Face ID would. 


    2 scenarios where TouchID is probably quicker than FaceID are:

    1. When the phone is lying on the table and you want to unlock it. With FaceID, you have to pick it up, but it does unlock in less than 3 seconds for me.

    2. When purchasing something from the App Store/ iTMS. With FaceID, you need to double tap the sleep/ wake button, which is more cumbersome than just placing your hand on TouchID to confirm the purchase.


    I think that, just like how TouchID went from "too slow" to "too fast" between iOS generations, FaceID will also see improvements with future iterations of iOS.

    d_2cornchip
  • Reply 9 of 11
    chelinchelin Posts: 58member
    chelin said:
    Actually “downgraded” to an iPhone 8 this weekend because I couldn’t stand the Face ID. It works about 15% of the cases. And I usually like to have my phone on my desk, when I need something I just press the home button. with the Face ID I need to pickup the phone and stare at it like a zombie for 3 seconds.

    imho it is the worst invention Apple ever launched Newton included. It simply doesn’t translate from something to demo through to real life.

    the only place where Face ID actually would be tolerable is to unlock my laptop. Here the Touch ID doesn’t really improve my day but I think Face ID would. 


    2 scenarios where TouchID is probably quicker than FaceID are:

    1. When the phone is lying on the table and you want to unlock it. With FaceID, you have to pick it up, but it does unlock in less than 3 seconds for me.

    2. When purchasing something from the App Store/ iTMS. With FaceID, you need to double tap the sleep/ wake button, which is more cumbersome than just placing your hand on TouchID to confirm the purchase.


    I think that, just like how TouchID went from "too slow" to "too fast" between iOS generations, FaceID will also see improvements with future iterations of iOS.

    Very likely. The fact that the phone need to be directly facing the face. It doesn’t help either that the it doesn’t support horizontal skew either. The phone is to versatile and allow far to many to effectively scanning a persons face. It would be different with a stationary reader such as laptop, atm etc...
  • Reply 10 of 11
    wizard69wizard69 Posts: 12,720member
    chelin said:
    Actually “downgraded” to an iPhone 8 this weekend because I couldn’t stand the Face ID. It works about 15% of the cases. And I usually like to have my phone on my desk, when I need something I just press the home button. with the Face ID I need to pickup the phone and stare at it like a zombie for 3 seconds.

    imho it is the worst invention Apple ever launched Newton included. It simply doesn’t translate from something to demo through to real life.

    the only place where Face ID actually would be tolerable is to unlock my laptop. Here the Touch ID doesn’t really improve my day but I think Face ID would. 


    2 scenarios where TouchID is probably quicker than FaceID are:

    1. When the phone is lying on the table and you want to unlock it. With FaceID, you have to pick it up, but it does unlock in less than 3 seconds for me.

    2. When purchasing something from the App Store/ iTMS. With FaceID, you need to double tap the sleep/ wake button, which is more cumbersome than just placing your hand on TouchID to confirm the purchase.


    I think that, just like how TouchID went from "too slow" to "too fast" between iOS generations, FaceID will also see improvements with future iterations of iOS.

    I have an HP X360 with visual ID'ing anf frankly it has gone through these syages.  At first it was pretty much useless now i find it to be very pleasing.    It is fast and fails far less often.  
  • Reply 11 of 11
    palegolaspalegolas Posts: 1,274member
    An iPhone SE with truedepth would be the bomb.
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