iPhone X on the LED industry caused by gains and losses

Sep 14, 2017

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iPhone X on the LED industry caused by gains and losses


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Beijing time on September 13 at 1:00, "we, home see" Apple 2017 autumn new conference, Apple's new headquarters in the Steve Jobs Theater.


iPhone tenth anniversary conference site selected in the not yet completed the Steve Jobs Theater, it and resembles the UFO's Apple office building, is Steve Jobs left the apple and the world's last gift. At the same time in the commemorative edition of the new product name, Apple did not use "8" but chose the Roman numerals "X" (on behalf of ten).


iPhone X all the configuration and function with the previous broke the news and leaks without any access, and the previous description exactly the same, iPhone X for the first time using AMOLED full screen, the top of the phone screen appears a stamp "bangs", the camera and the loudspeaker are placed This position, the rest is full of the screen.


Full screen is a mobile phone manufacturers to compete for the next hot. At present, including millet MIX, Samsung S8 and will be released in October Huawei Mate10 are the main full screen. In order to expand the screen share, millet MIX will be on the front of the camera at the bottom of the phone, Samsung had to fingerprint identification area moved to the back, and the camera made a neighbor.


As the LED industry, professional research institutions LEDinside on the iPhone X from the LED industry in-depth analysis.


First of all, the iPhone X uses OLED, which for the LED industry will cause a certain impact. Apple's mobile phone panel used in the past is the JDI LCD screen, the need for LED backlight, LED industry is a major revenue contribution, and now use OLED, which means that the LED mobile phone backlight will be fully downhill, the future of this LED market It can be said that all replaced by OLED, but also the trend of the times. Of course, now OLED yield is not high enough, product prices are high, there is still a certain time to fully replace.


Second, Apple in order to a comprehensive screen, to give up the classic Home button, the Home key function through gestures to achieve. Here is mainly on the impact of sapphire, the past home key with sapphire, and now give up, which means that the demand for sapphire will be reduced.


Third, iPhone X fingerprint recognition with face recognition instead. iPhoneX intends to use VCSEL laser as the core key device 3D Sensing camera. 3D camera main hardware includes four parts: infrared light transmitter (IR LD or VCSEL), infrared light camera (IR CIS or other photodiode) & visible light camera (Vis CIS), image processing chip.


The iPhoneX FaceID and general mobile phone facial recognition is not the same, it is through FaceID, iPhone can also detect whether the user's attention to the iPhone's display, while iPhoneX also has 3D sensing function.


The whole 3D vision system works as follows: First, the infrared laser emitter emits near infrared light, which is received by the infrared image sensor after the reflection of the human hand or face. This image information is used to calculate the position of the human hand (Z axis ); At the same time, the visible image sensor collects the information of the two-dimensional plane (X and Y axis); the information of the two image sensors is aggregated into the dedicated image processing chip to obtain the three-dimensional data of the human or human face Spatial positioning.


Smart phone into the iris / facial recognition, 3D Sensing technology and other new features, will stimulate the infrared LED \ VCSEL market a new wave of explosive growth.


According to LEDinside's latest "2017 Infrared LED / Infrared Laser and Sensing Component Application Market Report", the 2017 IR LED and IR laser components will be used in iris and face recognition applications. Reaching US $ 145 million (equivalent to approximately RMB198 million) and reaching US $ 827 million (equivalent to approximately RMB5.69 billion) in 2025, up from 24% in 2017 to 2025.


Finally, the iPhone X uses the Quad-LED TrueTone flash. Quad-LED is a relatively new technology, compared with the standard RGB LED has some advantages. Quad-LED is sometimes referred to as "four in one" (4in1) or "single source", its technology is superior to traditional LED. In addition to having a fourth color (white or amber), the main difference between the Quad and the conventional RGB lights is that the RGB lights are separated on the LED board, and each lens contains only a "one color" ,Green blue.


According to LEDinside earlier on the flash market estimates, 2016 LED flash market output value reached 744 million US dollars (about 49.54 billion yuan), the annual growth of 9%, 2017 flash LED market output will rise to 811 million US dollars (about RMB5.5 billion).


Read the iPhone X, online Jun a little disappointed, disappointed and not iPhone X, but that good Watch the third generation of MicroLED it?