PRESENTATION

Consumer applications: A sweet spot for SWIR VCSELs

In the past, the VCSEL market was driven by datacom applications which represented the first volume application for VCSELs. However, in 2017 Apple released the iPhone X which implemented VCSELs for face recognition and therefore a blistering demand in the GaAs VCSEL for 3D sensing has been witnessed. This was a game changer, and in 2018, the mobile and consumer market became the dominant market for VCSELs, and it has almost doubled in 2022. As of today, the VCSEL applications are mainly dominated by the Near-InfraRed (NIR) regime (840nm-940 nm) which is GaAs based. At Yole intelligence, we are spotting a major interest in shifting the VCSELs wavelength to the SWIR range (13xx-15xx nm). For instance, Below OLED 3D sensing, Rear LiDAR in smartphones for AR/VR applications are considered major growth vectors for the SWIR VCSELs market. What will be the material platform for SWIR VCSELs? Who are the traditional players and new entrants in the VCSELs business? And how will the market evolve in the next 5 years? In this presentation, Yole intelligence will provide answers to these questions.