Himax Begins Shipping Wafer-Level Optics Technology for iPhone X's Face ID

Discussion in 'iOS Blog Discussion' started by MacRumors, Oct 12, 2017.

  1. MacRumors macrumors bot

    MacRumors

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    Fabless semiconductor company Himax Technologies has begun shipments of chips based on wafer-level optics (WLO) technology to Apple, according to industry sources (via DigiTimes). The solution is reportedly a key component of the Face ID facial authentication sensor exclusive to the upcoming iPhone X.

    [​IMG]
    Apart from Apple's demand for the WLO chips, HiMax and its backend partner ChipMOS are gearing up for a busy 2018, with Android phone makers expected to follow Apple's lead by bringing facial recognition features to their own devices.

    According to a recent research note by KGI Securities analyst Ming-Chi Kuo, Apple has tilted interest in the mobile industry away from under-display fingerprint recognition, and instead towards camera-based 3D sensing technologies as the ideal user authentication solution. Kuo believes the next two to three years will see shipments of 3D sensor-equipped Android devices to exceed those with under-display fingerprint recognition by a factor of two or three or more.

    In line with Kuo's analysis, industry sources claim Qualcomm's recently announced 3D depth-sensing solution, jointly developed with Himax, is directly targeted at orders from the Android camp, with solutions from Orbbec and Mantis Vision also jostling to business. Himax and ChipMOS declined to comment on specific customers and orders.

    In related news, supply chain sources speculate that Apple may delay iPhone X shipments otherwise the supply of the device could be limited this year due to yield problems with key components for new features that require 3D sensing modules. Apple is allegedly waiting to see how many iPhone X pre-orders it receives, and monitoring how well the already-released iPhone 8 and iPhone 8 Plus sell, before fully ramping up production overseas.

    A report last month claimed Apple's suppliers are shipping only about 40 percent of the components originally planned for initial production of the iPhone X, with Kuo subsequently claiming the 3D sensing components used in the TrueDepth camera, which represents a far more complex structure than those of rivals, may be the main production bottleneck.

    Kuo said shipments of iPhone X components will likely ramp up in mid to late October. Given pre-orders begin October 27, with in-store availability starting November 3, all signs point towards the iPhone X being in extremely short supply.

    Article Link: Himax Begins Shipping Wafer-Level Optics Technology for iPhone X's Face ID
     
  2. Sasparilla macrumors 6502a

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    #2
    Wow, just "has begun shipments", now? This is going to be a severely production constrained iPhone (whether its these components or the limited supply of displays that Samsung has agreed to supply)...the whole process of getting one before Xmas is going to be a quite a circus.
     
  3. joueboy macrumors 65816

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    Let the unicorn supply constraints begin!
     
  4. madmin macrumors member

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  5. Exile714 macrumors 6502a

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    #5
    Anyone who took the iPhone X production is only 10,000 per day rumor and ran with it, estimating there would only be a few hundred thousand at launch, is going to see this and think: “Oh wow, they haven’t even started production yet.”

    The more complicated truth is that manufacturing isn’t just a straight assembly line where you dump screws, metal, microchips, and OLED panels into a bucket and out pops an iPhone. There are multiple pieces of manufacturing going on, multiple suppliers for the same components, and many of those deals and shipments go unnoticed by the rumor scrapers.

    iPhone X will be constrained at launch. This isn’t news. It wasn’t news a year ago when we first heard it. This is how every iPhone goes. And every year Kuo and others’ industry-specific forecasting (hint: they don’t make their predictions for you) are used by rumor sites to hype up a release or to put down Tim Cook (“because he’s supposed to be a supply chain genius, hurr hurr”).

    Just be patient guys. It’s not going to be as bad as some people think, but not everyone will get one on November 3rd either.
     
  6. flat five macrumors 603

    flat five

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    #6
    if they start full production of final assembly today, there will be 10mllion + units on launch day.

    i’m pretty sure that’s how Apple builds.. make a whole bunch in short amounts of time.. it leads to higher profit per item when done like that but very difficult to pull off.. that said, this is where Cook shines as conductor.
     
  7. Relentless Power macrumors P6

    Relentless Power

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    #7
    This report also was generated from Digittimes, which does not have the most reliable track record. But it's never been a surprise the iPhone X will be in high demand. But for those quickly pre-order on October 27, I believe that they will receive their iPhone much sooner than later. If everyone believed every rumor they read about iPhone X, it would always be negative in most circumstances.
     
  8. SR71 macrumors 68000

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    #8
    Yup, this is what Apple has done for a while now. They never hold a lot of stock of anything at any one time. It's really hard to do, but it's one area that Tim Cook is very familiar with and is why many people think of him as a supply chain guru.
     
  9. spooky2k macrumors 6502a

    #9
    "The solution is reportedly a key component of the Face ID..."

    You keep typing this and it doesn't sound any less stupid each time. Take any component in the phone away and it'll cease to work. everything is a key component.
     
  10. whiteboytrash macrumors 6502

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    #10
    I like HiMax, an amazing company with some seriously good patents. They basically own the market in this space.
     
  11. RadicalxEdward macrumors 6502

    RadicalxEdward

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    Mar 8, 2011
    #11
    People are also constantly misquoting him saying if you don't get an ipx on Nov 3 you won't get one till 2018. What he said was the iPhone x won't reach supply demand parity until 2018. I'm betting everyone who preorders will get one before Xmas. And there's no way apple is waiting too see how many preorders they get before starting mass production.
     

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