REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT
Smartphone 3D Sensing Modules Comparison 2020 Technical choices and cost comparison of 3D sensing modules with a focus on VCSELs and NIR CIS SP20531 - IMAGING report by Taha AYARI Laboratory analysis by Nicolas RADUFFE June 2020 – Sample
22 bd Benoni Goulin 44200 NANTES - FRANCE +33 2 40 18 09 16 [email protected] www.systemplus.fr ©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 1 Table of Contents
Overview / Introduction 4 o ams o Executive Summary o Trumpf o Glossary Cost Analysis 106 Company Profile 7 o Cost Analysis NIR CIS o Sony Market Analysis 17 o 1st gen 3D sensing in smartphone 21 o Total Wafer and Die Cost o Technology Overview o 2nd gen o Module Integration o Omnivision o Structured Light o STMicroelectronics o Time-of-Flight o Infineon/PMD o Release Timeline o Panasonic o Apple: iPhone x, iPhone 11 o Physical Analysis NIR VCSEL o Xiaomi: Mi8 Explorer o Lumentum o Oppo: FindX, Rx17 pro o Total Wafer and Die Cost o Huawei: Mate 20 pro, P30 pro o ams o Vivo: Nex Dual Display o Trumpf o LG: G8 ThinQ Technical & Cost Comparison 216 o Samsung: Galaxy note 10+, Galaxy S10 Physical Analysis 106 o Dot Projector o Physical Analysis NIR CIS o NIR Camera module o Sony o Time of Flight Camera module o 1st gen o Die Overview & Dimensions o NIR CIS die Comparison o Die Process o VCSEL Die Comparison o Die Cross-Section o Die Process Characteristic Customer Feedbacks 222 nd o 2 gen Company services 224 o Omnivision o STMicroelectronics o Infineon/PMD o Panasonic o Physical Analysis NIR VCSEL o Lumentum o Die Overview & Dimensions o Die Process o Die Cross-Section o Die Process Characteristic ©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 2 3D sensing modules in smartphones – Report scope
Overview / Introduction o Executive Summary o Glossary
Company Profile
Market Analysis
3D sensing in smartphones
Physical Analysis
Cost Analysis
Technical & Cost Comparison
Feedbacks
Related Reports
About System Plus
o In this report, we focus on 11 3D sensing modules found in smartphones from major OEMs. o There is three key players of NIR VCSELs: Lumentum, ams and Trumpf. Sony’s NIR sensors are dominating the ToF market while Omnivision is the main provider of NIR sensors for structured light.
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 3 Apple iPhone X , iPhone 11 - Dot Projector
Overview / Introduction The optical block is glued on top Company Profile of the ceramic substrate. Market Analysis Light Guide 3D sensing in smartphones o Technology overview o Module integration o Structured Light o Time-of-Flight o Release Timeline o Apple o Xiaomi o Oppo o Huawei Bottom Lenses Substrate o Vivo o LG o Samsung
Physical Analysis
Cost Analysis VCSEL Technical & Cost Comparison
Feedbacks
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About System Plus
Dot Projector – Opened View ©2020 by System Plus Consulting ©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 4 Apple iPhone X , iPhone 11 – NIR Camera
Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphones o Technology overview o Module integration o Structured Light o Time-of-Flight o Release Timeline o Apple o Xiaomi o Oppo o Huawei o Vivo o LG o Samsung
Physical Analysis
Cost Analysis
Technical & Cost Comparison
Feedbacks
Related Reports
About System Plus
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 5 Xiaomi Mi8 Explorer – Front Sensing Module
Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphones o Technology overview o Module integration o Structured Light o Time-of-Flight o Release Timeline o Apple o Xiaomi o Oppo o Huawei o Vivo o LG o Samsung
Physical Analysis
Cost Analysis
Technical & Cost Comparison
Feedbacks
Related Reports
About System Plus
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 6 LG G8 ThinQ – ToF Module
Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphones o Technology overview o Module integration o Structured Light o Time-of-Flight o Release Timeline o Apple o Xiaomi o Oppo o Huawei o Vivo o LG o Samsung
Physical Analysis
Cost Analysis
Technical & Cost Comparison
Feedbacks
Related Reports
About System Plus
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 7 Galaxy S10 & Galaxy Note 10+ – ToF
Overview / Introduction Front ToF module
Company Profile Rear ToF module Rear ToF module Market Analysis
3D sensing in smartphones o Technology overview o Module integration o Structured Light o Time-of-Flight o Release Timeline o Apple o Xiaomi o Oppo o Huawei o Vivo o LG o Samsung
Physical Analysis
Cost Analysis
Technical & Cost Comparison
Feedbacks
Related Reports Samsung Galaxy S10 Overview ©2020 by System Plus Consulting Samsung Galaxy Note10+ Overview ©2020 by System Plus Consulting
About System Plus • The Galaxy S10 uses two ToF modules for 3D sensing; one in the front and one in the rear.
• For the Galaxy Note 10+, only one ToF is used in the rear for 3D sensing.
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 8 Sony
Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphones
Physical Analysis o Physical Analysis NIR CIS o Sony o 1st Gen o 2nd Gen o Omnivision o STMicroelectronics o Infineon/PMD o Panasonic o Physical Analysis NIR VCSEL o Lumentum o Ams o Trumpf
Cost Analysis
Technical & Cost Comparison
Feedbacks
Related Reports
About System Plus Sony’s 2nd generation NIR CIS - Overview Sony’s 1st generation NIR CIS - Overview ©2020 by System Plus Consulting ©2020 by System Plus Consulting
Pictures at scale ©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 9 Sony’s 1st generation NIR CIS in OPPO Rx17 pro – Sensor Die Overview
Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphones
Physical Analysis o Physical Analysis NIR CIS o Sony o 1st Gen o 2nd Gen o Omnivision o STMicroelectronics o Infineon/PMD o Panasonic o Physical Analysis NIR VCSEL o Lumentum o Ams o Trumpf
Cost Analysis
Technical & Cost Comparison
Feedbacks
Related Reports
About System Plus
Die Sensor - Overview ©2020 by System Plus Consulting ©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 10 Sony’s 2nd generation NIR CIS in Galaxy Note 10+ Image Sensor Process Characteristics
Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphones
Physical Analysis o Physical Analysis NIR CIS o Sony o 1st Gen o 2nd Gen o Omnivision o STMicroelectronics o Infineon/PMD o Panasonic o Physical Analysis NIR VCSEL o Lumentum o Ams o Trumpf
Cost Analysis
Technical & Cost Comparison
Feedbacks
Related Reports
About System Plus
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 11 Omnivision NIR CIS in Huawei Mate 20 pro – Pixels
Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphones
Physical Analysis o Physical Analysis NIR CIS o Sony o 1st Gen o 2nd Gen o Omnivision o STMicroelectronics o Infineon/PMD o Panasonic o Physical Analysis NIR VCSEL o Lumentum o Ams o Trumpf
Cost Analysis
Technical & Cost Comparison
Feedbacks
Related Reports
About System Plus
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 12 Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphones
Physical Analysis o Physical Analysis NIR CIS o Sony o 1st Gen o 2nd Gen o Omnivision o STMicroelectronics VCSEL flood illuminator in OPPO Rx 17 pro o Infineon/PMD Lumentum o Panasonic o Physical Analysis NIR VCSEL o Lumentum o Ams VCSEL Dies o Trumpf
Cost Analysis
Technical & Cost Comparison
Feedbacks
Related Reports
About System Plus Huawei Mate 30 pro
VCSEL flood illuminator in Huawei P30 pro Pictures at scale ©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 13 Lumentum – OPPO Rx17 pro flood illuminator - NIR VCSEL Die View and Dimensions
Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphones
Physical Analysis o Physical Analysis NIR CIS o Sony o 1st Gen o 2nd Gen o Omnivision o STMicroelectronics o Infineon/PMD o Panasonic o Physical Analysis NIR VCSEL o Lumentum o Ams o Trumpf
Cost Analysis
Technical & Cost Comparison
Feedbacks
Related Reports
About System Plus
OPPO Rx17 pro flood illuminator - VCSEL Die - Overview ©2020 by System Plus Consulting ©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 14 ams – VCSEL Die Cross-Section
Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphones
Physical Analysis o Physical Analysis NIR CIS o Sony o 1st Gen o 2nd Gen o Omnivision o STMicroelectronics o Infineon/PMD o Panasonic o Physical Analysis NIR VCSEL o Lumentum o Ams o Trumpf
Cost Analysis
Technical & Cost Comparison
Feedbacks
Related Reports
About System Plus
VCSEL Die Cross-Section – SEM View ©2020 by System Plus Consulting ©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 15 Trumpf – VCSEL die Cross-Section
Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphones
Physical Analysis o Physical Analysis NIR CIS o Sony o 1st Gen o 2nd Gen o Omnivision o STMicroelectronics o Infineon/PMD o Panasonic o Physical Analysis NIR VCSEL o Lumentum o Ams o Trumpf
Cost Analysis
Technical & Cost Comparison
Feedbacks
Related Reports
About System Plus
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 16 Sony’s 1st generation NIR CIS in OPPO Rx17 pro –Wafer & Die Cost
Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphones
Physical Analysis
Cost Analysis o Cost Analysis NIR CIS o Sony o 1st gen o 2nd gen o Omnivision o STMicroelectronics o Infineon/PMD o Panasonic o Cost Analysis NIR VCSEL o Lumentum o ams o Trumpf
Technical and Cost Comparison
Feedbacks
Related Reports
About System Plus
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 17 Lumentum – OPPO Rx17 pro flood illuminator - Wafer & Die Cost
Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphones
Physical Analysis
Cost Analysis o Cost Analysis NIR CIS o Sony o 1st gen o 2nd gen o Omnivision o STMicroelectronics o Infineon/PMD o Panasonic o Cost Analysis NIR VCSEL o Lumentum o ams o Trumpf
Technical and Cost Comparison
Feedbacks
Related Reports
About System Plus
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 18 DOT Projector Comparison
Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphones
Physical Analysis
Cost Analysis
Technical & Cost Comparison o Dot Projector o NIR Camera module o Time of Flight Camera module o NIR CIS die Comparison o VCSEL Die Comparison
Feedbacks
Related Reports
About System Plus
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 19 NIR CIS Comparison
Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphones
Physical Analysis
Cost Analysis
Technical & Cost Comparison o Dot Projector o NIR Camera module o Time of Flight Camera module o NIR CIS die Comparison o VCSEL Die Comparison
Feedbacks
Related Reports
About System Plus
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 20 Related Reports
Overview / Introduction REVERSE COSTING ANALYSES - SYSTEM PLUS CONSULTING MARKET AND TECHNOLOGY REPORTS - YOLE DÉVELOPPEMENT Company Profile IMAGING IMAGING Market Analysis • Samsung Galaxy Note 10+ 3D Time of Flight Depth • 3D Imaging & Sensing 2020 Sensing Camera Module • Status of the Camera Module Industry 2019 – Focus on Wafer 3D sensing in smartphones • VCSEL in Smartphone Comparison 2019 Level Optics • iPad Pro Lidar Module • CMOS Image Sensor Quarterly Market Monitor Physical Analysis • Huawei’s 3D Depth Sensing System, 3D Camera, Flood • Status of the CMOS Image Sensor Industry 2019 Technical & Cost Comparison Illuminator and DOT projector in the Mate 20 Pro • VCSELs - Technology, Industry and Market Trends 2019 • STMicroelectronics’ Near Infrared Camera Sensor in the Feedbacks Apple iPhone X • Apple iPhone X – Infrared Dot Projector Related Reports • Orbbec’s Front 3D Depth Sensing System in the Oppo Find X About System Plus
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 21 COMPANY SERVICES
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 22 Business Model - Fields of Expertise
Overview / Introduction
Company Profile
Market Analysis 3D sensing in smartphones Custom Analyses Physical Analysis (>130 analyses per year)
Technical & Cost Comparison Feedbacks Reports Related Reports (>60 reports per year) About System Plus o Company services o Contact Costing Tools
Trainings
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 23 Contact
Overview / Introduction
Company Profile
Market Analysis FRANKFURT/MAIN 3D sensing in smartphones Europe Sales Office
Physical Analysis NANTES LYON KOREA Headquarters YOLE HQ YOLE Technical & Cost Comparison CORNELIUS TOKYO YOLE Inc. YOLE KK
Feedbacks GREATER CHINA YOLE Related Reports
About System Plus o Company services o Contact
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©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 24