3D sensing technology is spreading from consumer electronics to commercial applications. It is expected that it will be introduced into the automotive field to drive the development of self-driving and unmanned vehicles. The 3D sensor link includes algorithms, lasers, lenses and modules. The optical lens factory ignited yesterday. Today, laser-related stocks have strengthened.
The industry said that in addition to the optimistic outlook of the industry, the recent boom in unmanned stores has also caused more attention in this area. 3D sensing suppliers’ new, stable, and Hongjieke shares strengthened across the board.
Institutions and manufacturers are optimistic that 3D sensing technology will become an epoch-making technology. It is expected to achieve convenience and security through fast bio-face recognition. Although iPhone X is also enthusiastic to attract consumers, 3D sensing is introduced to stimulate the industry Ripples are now straddling across borders, hoping to introduce relevant innovative applications into other commercial areas.
The new indicates that the VCSEL required for 3D sensing is not absent. There are currently seven to eight customers for product verification, and there are customers with mass production scale, sprinting to add new VCSEL product lines this year. In addition, after the end of last year’s optical communications products, the performance is expected to pick up this year. New customers have already launched new bids in the first quarter. It is expected that this year’s operations will regain their growth trajectory.
According to the industry, the brand ’s performance this year depends on the shipment of VCSEL chips. As the price difference between VCSEL chips and the original product is several times, if there is a chance, the volume will become the main driving force for the new year. It is estimated that this year, LD products are expected to be shipped and VCSEL products are beginning to contribute revenue. Annual revenue is 2.64 billion yuan, and EPS is 3.26 yuan. The gross profit margin has increased to 36.5% due to high-end product shipments.
At present, 3D sensing applications still use mobile phones as the bulk, and the use of electronic tags is gradually expanding.
