VCSEL 산업을 재편하는 센싱 애플리케이션
In 2004, VCSEL entered consumer electronics for the first time: Logitech MX1000 laser wireless mouse, which became the light source of laser navigation (positioning) sensors. In 2016, VCSEL entered Apple's iPhone 7 series mobile phones with the help of ToF proximity/range sensors to realize face proximity sensing, autofocus and other functions. At the same time, VCSEL also uses the proximity/range sensor to enter Apple's AirPods headset to realize the wearing monitoring function. So far, the application of many Apple products has promoted the scale of the VCSEL market to a new level.
In 2017, the VCSEL array entered Apple iPhone X for the first time and became the light source for 3D face recognition. This has also ignited the entire VCSEL industry, the market scale has expanded rapidly, and start-up companies have emerged one after another. From 2018 to 2019, the Android camp followed Apple and launched a number of mobile phones with integrated 3D sensing technology, but it did not make 3D face recognition a rigid demand. In 2020, it will be squeezed out of the market share by under-screen fingerprint recognition. In 2020, the addressable VCSEL array will enter Apple's new iPad Pro tablet and iPhone 12 Pro series smartphones for the first time, becoming the light source of consumer lidar. This also prompted the Android camp to deploy direct time-of-flight (dToF) technology and actively prepare for augmented reality (AR) applications.
광범위한 VCSEL 감지 애플리케이션
Due to the development of various sensor applications, the global VCSEL market will reach 1.15 billion US dollars in 2020, which can be described as "sensing applications reshaping the VCSEL industry"-occupying the largest market share: 75 percent ; communication applications occupying the second largest market share: 24 percent . Other applications include industrial heat treatment in the manufacturing field, laser printing, and atomic clocks in the timekeeping field. VCSEL suppliers for sensing applications mainly include Lumentum, II-VI, ams Osram, Zonghui Xinguang, TRUMPF, and Hualijie.
다양한 애플리케이션 및 주요 VCSEL 공급업체에서 VCSEL 시장 점유율
미래를 내다보면 휴대폰과 자동차의 두 가지 주요 단말기 제품의 지능형 수요에 따라 VCSEL 시장은 계속해서 급속한 성장의 모멘텀을 유지할 것입니다. 안드로이드 스마트폰 후면의 3D 카메라는 물론, 차량 외부의 Lidar, 차량 내부의 사람 모니터링(운전자 모니터링 시스템 등)으로 진행이 가속화될 것으로 기대합니다. Memes Consulting의 예측에 따르면 감지 애플리케이션을 위한 전 세계 VCSEL 시장은 2020년 미화 100만 달러에서 2024년 미화 17억 2,800만 달러로 성장할 것이며 이 기간 동안 연평균 복합 성장률(CAGR)은 19%가 될 것입니다.
감지 애플리케이션을 위한 VCSEL 시장 규모
다중{0}}접합 및 주소 지정이 VCSEL의 개발 방향이 됨
애플이 2020년 출시하는 새로운 아이패드 프로와 아이폰 12 프로 시리즈 폰에는 dToF 기술 기반의 라이더가 탑재된다. 통합 주소 지정 가능 VCSEL 어레이는 Lumentum에서 제공합니다. VCSEL 어레이는 공통 음극 설계를 채택하고 양극에 4개의 영역이 있습니다. , 구동 신호는 양극의 4개 영역 중 하나를 제어하여 분할 조명을 실현할 수 있습니다. 주소 지정이 가능한 VCSEL 어레이에는 다음과 같은 장점이 있습니다. (1) 발광 영역을 효과적으로 제어하고{3}}피크 전력을 증가시킵니다. (2) 적절한 시스템 설계를 통해 시스템{5}} 수준의{6}간섭 방지 능력을 얻을 수 있습니다. (3) 그것은 더 나은 발광 효율을 가지며 시스템 전력 소비를 절약 할 수 있습니다. (4) 더 나은 방열 성능.
Apple iPad Pro 2020의 Lidar는 Lumentum 주소 지정 가능 VCSEL 어레이를 통합합니다.
As the market demand for automotive lidar grows, multi-junction VCSEL arrays have become the key layout products of the world's leading manufacturers. Compared with single-junction VCSELs, multi-junction VCSELs can: (1) improve PCE (electro-optical conversion efficiency) and reduce power consumption; (2) provide higher power density, which is more friendly to the design of optical systems; (3) improve slope efficiency, It is more friendly to the laser driver; (4) Provides higher peak power and expands the range of ranging work; (5) Reduces the "Cost per Watt" of the laser. From 2020 to 2021, major global manufacturers have successively released double-junction and triple-junction VCSEL products, while the leader Lumentum will first release five-junction and six-junction VCSEL arrays in March 2021. The optical power of each emission hole exceeds 2W, which makes The peak power of a 1 square millimeter VCSEL array exceeds 800W. In summary, the multi-junction, addressable VCSEL array is the key underlying technology to achieve high-performance all-solid-state mid- and long-range lidar.
센싱 애플리케이션용 VCSEL 개발 동향
In addition to researching industry trends, Memes Consulting also searched and analyzed Chinese invention patents related to VCSEL and its array design and manufacturing, looked into the technological development trend of China's VCSEL field, and tapped superior companies, research institutions and technical experts in China's VCSEL field. This report provides an Excel patent database, which contains nearly 1,000 authorized invention patents and invention patent applications from more than 690 patent families involved in this research. This high-value patent database supports multi-field search, including patent title, abstract, applicant, publication number, application number, application date, inventor, IPC classification number, current legal status, and abstract drawings.
VCSEL 중국 발명 특허 출원 동향
China's VCSEL industry is booming
As the main suppliers of Apple's VCSEL, Lumentum and II-VI occupy a major market share. However, in recent years, Chinese VCSEL suppliers have emerged one after another. Many overseas returnees from major international factories and local talents have jointly set off an entrepreneurial boom and created an independent and controllable "Chinese chip." This booming trend has attracted many capital parties to invest in all links of the VCSEL industry chain, involving chip design and manufacturing companies, epitaxial and wafer manufacturing foundries, equipment and material suppliers, and sensor module/system manufacturers.
감지 애플리케이션을 위한 VCSEL 산업 체인
In terms of VCSEL chips for sensing applications, Chinese manufacturers are mainly entrepreneurial, mainly in the Yangtze River Delta and the Pearl River Delta. The Yangtze River Delta region includes Zonghui Xinguang, Ruixi Technology, Changguang Huaxin, Huaxin Semiconductor, Dugen Laser, and Eagle Semiconductor; the Pearl River Delta region includes Bosheng Optoelectronics, Lemon Photon, Ruishi Technology, and Xinliang Intelligent; in addition, there are QianMu Laser, headquartered in Wuhan, and Qianzhao Optoelectronics, a listed company headquartered in Xiamen. Among the above-mentioned manufacturers, Zonghui Xinguang VCSEL has the largest shipment volume. It has successfully entered Huawei's smartphones and has rapidly deployed a large number of patents in China. Therefore, it has won the favor of investors such as Huawei's Hubble Technology Investment and Xiaomi Yangtze River Fund.
감지 애플리케이션용 VCSEL 칩의 대표 제조업체
Due to the strong demand and vigorous development of the III-V compound semiconductor market represented by VCSELs and radio frequency devices, more and more GaAs epitaxy and wafer manufacturing plants in China have emerged, including pure epitaxy and wafer foundries (For example, Tangjing Quantum, Zhongkexindian, Sanan Integrated Circuit, Quanlei Optoelectronics, Hiway Huaxin), and IDM manufacturers with internal epitaxial and wafer manufacturing plants (such as Changguang Huaxin, Huaxin Semiconductor). We look forward to the maturity of China's VCSEL industry chain, laying a solid foundation for the broad sensor application market!
GMKJ Technology는 건강하고 스마트한 광원에 깊이 관여하여 시장에 UV UVA UVB UVC LED, 적외선 IR LED VCSEL 제품 및 프로그램 서비스의 전체 범위를 제공합니다. 건강하고 스마트한 삶을 만들기 위해 조명 기술의 사용을 공동으로 촉진하기 위해 국내외 시장에 수백 개의 고품질 파트너가 있습니다.{0} .
