3D IMAGING & SENSING - MARKET OVERVIEW

3D imaging & sensing is becoming a consumer application

Extracted from: 3D Imaging & Sensing 2018 report, Yole Développement – Release date: March 2018
Webcast: Components for 3D Sensing Revolution, taking place on July 10 at 5:00 PM CEST – 8:00 AM PDT – Register today!

OUTLINES:

  • FREE WEBCAST - July 10 at 5 PM CEST - 8 AM PDT : Components for 3D Sensing Revolution - Register now!
  • The iPhone X initiated a trend. What happens next?
  • A 3D imaging & sensing market revolution has begun.
  • 3D imaging & sensing: complex supply chain condiderations

LYON, France – June 28, 2018: With the introduction of the iPhone X in September 2017, Apple set the standard for technology and use-case for 3D sensing in consumer. Apple contrived a complex assembly of camera modules and light sources using structured light principles, along with an innovative NIR global shutter image sensor.
Yole Développement (Yole) releases its 3D Imaging & Sensing report, 2018 Edition. Since the previous edition, the market clearly moved to another path. The Yole’s popular technology & market analysis offers you the key insights to discover and better understand the 3D imaging & sensing revolution. Yole’s analysts propose a deep comprehension of the 3D imaging & sensing ecosystem with a detailed analysis of applications and technical market segmentation. This report also presents up-to-date market trends and forecasts. The competitive landscape with major global players is also well described.
“From our depiction of the market in March 2017, the main gap is in illumination ASP , which is greater than expected,” comments Pierre Cambou, Principal Analyst, Technology & Market, Imaging at Yole.“High expenses in dot and flood illumination VCSELs from Lumentum/II-VI/Finisar, along with the dot illuminator optical assembly from ams, are the biggest technology surprises powering Apple’s US$1,000 smartphone.”

3D imaging & sensing is everywhere. Thanks to advances in semiconductor miniaturization, innovative technologies are able to serve the consumer market, which in 2018 is well under way.
Yole offers you today a snapshot of the 3D imaging & sensing industry as well as the dedicated webcast, Components for 3D Sensing Revolution, taking place on July 10 at 5:00 PM CEST – 8:00 AM PDT. Join this online event to discover the key challenges of underlying sub- components for 3D sensing in the consumer space as well as a specific focus on illumination VCSELs. Register today!

According to its 3D imaging & sensing report, Yole expects the global market to expand from US$2.1 billion in 2017 to US$18.5 billion in 2023. The market is showing an impressive 44% CAGR during this period. Along with consumer, automotive, industrial, and other high-end markets will also experience a double-digit growth pattern.

The transition from imaging to sensing is happening. AI -powered devices and robotics are gaining a better understanding of their surroundings, and developing a new level of interaction with humans. 3D imaging & sensing technology is currently delivering on its early promises. Despite half-successful attempts like Xbox’s Kinect technology and Leap-Motion hand controllers, 3D sensing is now tracking towards ubiquitousness.
Technology providers of global shutter image sensors, VCSELs, injection-molded and glass optics, DOEs , and semiconductor packaging are all benefiting.

"The main gap is in illumination ASP , which is greater than expected..."
(Pierre Cambou, Principal Analyst, Technology & Market, Imaging at Yole)

In the consumer world, smartphone players are now quickly revising their own 3D sensing strategy. As an example, Oppo made the first announcement beginning of the year with Orbeec, while Xiaomi released the Mi 8 explorer edition with Mantis as a technology partner. “We expect Huawei to release its own solution soon, probably partnering with ams and Sunny Optical”, asserts Pierre Cambou from Yole. “3D-enabled smartphones started off in-line with our previous forecast, which was conservative due to the solution’s high cost.”

Once the alternative supply chains for Android smartphones are in place, the adoption/attachment rate should accelerate and move from 13.5% in 2018 to 55% in 2023. The attachment on the phone’s rear (world) face remains a key question, as AR/VR has yet to show proven sales momentum. The market research company Yole, nevertheless forecasts an emergence of rear 3D camera, though with limited penetration.
Other notable next steps should include expansion into other consumer devices, and in automotive. In particular, consumer robotics should highly benefit. The high-end markets, i.e. medical, industrial, and scientific, are already well-accustomed to the modality and will accelerate adoption…
A full description of the 3D imaging & Sensing report, 2018 edition is available on i-micronews.com, Imaging reports section.

Yole’s analysts will share their vision of the 3D imaging & sensing industry during a selection of key trade shows and conferences. In addition the consulting company Yole is organizing dedicated Forums to highlight the latest technology innovations and market trends.
Yole’s agenda for the next months is:
  -  Leti Innovation Days & Satellite Workshops – From July 2 to 6 in Grenoble, France. More information about Yole’s presentations.
  -  On September 6, take place both Forums powered by Yole:
      1st Executive Forum on LiDAR for Automotive - Agenda
      1st Executive Forum on 3D Sensing for Consumers - Agenda
  -  European Imaging & Sensors Summit - From September 19 to 21, 2018). Pierre Cambou from Yole proposes its Imaging & sensing market status on September 20 at 9:55 AM.
Yole is also supporting COMS 2018 taking place from September 24 to 26 in Montreux, Switzerland. More info.

Make sure you will be there to meet our experts and register today! Contact: Julie Robert, MarCom Assistant (robert@yole.fr).


Acronyms:
NIR : Near Infra-Red
ASP : Average Selling Price
VCSEL : Vertical Cavity Surface Emitting Laser
CAGR : Compound Annual Growth Rate
AI : Artificial Intelligence
DOE : Diffractive Optical Element





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