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macrumors bot
Original poster
Apr 12, 2001

Taiwanese manufacturer Win Semiconductors has reported a nearly 24 percent increase in third quarter revenue on a year-over-year basis, driven by the supplier's indirect foray into the iPhone X supply chain, according to DigiTimes.


The firm's consolidated revenues hit a record monthly high of about $1.6 billion in local New Taiwan dollars in September, an increase of 13.4 percent from a month earlier and 44.74 percent from a year ago, the report said.

Win Semiconductors reportedly handles production of the VCSEL (vertical-cavity surface-emitting laser) component for Lumentum, which is believed to be one of Apple's primary suppliers for its new TrueDepth facial recognition system.
Market sources said that after beating several competitors, Lumentum is now the only company that has won orders from Apple for VCSEL component as part of 3D sensing modules for iPhone X. As a contract manufacturer of the component, Win Semiconductor has enjoyed stable expansion in VCSEL shipments to Lumentum.
The report, citing sources from Apple's supply chain, said that Win Semiconductors as an indirect supplier has not seen its VCSEL shipments affected by the low yield rates the TrueDepth system is rumored to be facing.

Article Link: Win Semiconductors Helping Lumentum Make iPhone X's Dot Projector


macrumors regular
Jun 19, 2011
Lakeland, Fl
So who are you suppose to believe. A lot of pointing finger reports. The phone is in short supply, there are several reports every year saying this. You preorder and just hope you get one on launch day. If not, then you just wait.


macrumors 68000
Sep 16, 2014
It shoots an infrard laser beam into my eye. Will iPhone X have a standard warning sticker about not pointing tge laser towards my eye?


macrumors regular
Jun 24, 2013
iPhone X bottleneck is this Romeo VCSEL unit, so why would Win see their shipments impacted? As the only yield-reliable supplier, they have likely been at max (with consideration for any other clients’ needs) for many months now. No change possible, correct?

I would ask whether their other clients’ delivery quantities are being reduced or delayed.


Apr 27, 2005
I had to read the title 5 times. Why Is macrumors Using So Many capitals in Their Subject lines?


macrumors G3
Sep 12, 2017
Sunnyvale, CA
I had to read the title 5 times. Why Is macrumors Using So Many capitals in Their Subject lines?
If by subject line you mean headline, MacRumors isn’t doing anything weird.

Weird are the websites that are extremely lazy, and don’t even try—they just capitalize every single word including articles (a, an, the), short prepositions (to, for) and coordinating conjunctions (and, but, or).

If you’re interested, google what the AP Stylebook or Chicago Manual of Style have to say about headlines.
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