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Janardan Menon
Understood. And just going to 3D sensing.
AMS in their results talked about strong momentum that they are seeing from the Android side on 3D sensing both front and world facing, they were talking about. I was just wondering, I mean so far, your -- the customer base of 3D sensing, especially at Apple, has been quite consolidated. IQE has been a major customer of yours as well. Are you seeing a fragmentation of that in the Android side? Are you seeing many Chinese, Taiwanese companies get into that market? Or is it being fairly -- is it remaining quite consolidated even as the Android momentum picks up? And I have a last follow-up, if I may.
Bernd Schulte, 'President Member of the Executive Board'
I don't think we can call this fragmented. I think the players here providing epi for the 3D sensing applications are the known suspects.And you can imagine that most of them are AIXTRON customers. So I think the customer base has not changed significantly, in particular, for the well-known supply chains over the last 12 months.
However, we are seeing certainly new players -- still seeing new players starting this developing VCSEL products in terms of epi particularly in Asia and particular in China. But I would say, for the time being and when we speak about potential product ramps of next year, I think it's very likely to be the known suspect.
Gruß
baggo-mh
Janardan Menon
I just wanted a clarification on the silicon carbide. These -- you said you've recorded some more orders for customers beyond the beta tools. Are these also for additional beta tools? Or have you taken orders for a production tool at this stage already?
Felix J Grawert, 'President Member of the Executive Board'
So some orders go beyond beta tools where -- but at some orders about the tool and the automation capability is then later to be proven once the betas are completed.
Janardan Menon
Okay.
So I mean, just to know how we can sort of figure out how your progression of silicon carbide orders will go through, I mean, is it that getting 1 or 2 orders now, but once your -- the larger silicon carbide chip companies out there finish their qualification, you will see a substantial pickup in orders and that could be by around Q4. Is that the way we should think about this?
Felix J Grawert, 'President Member of the Executive Board'
I would not want to give an exact timing on this. It's clear that all the customers are first getting one tool on their shop floor, be it in form of a beta, be it in form of some order. The tool is then being brought into all the full specifications being tested.
Then the tool is being run for a certain period of time by the customer, where the customer is gaining full experience what the tool can deliver not only in the laboratory test environment but really in a regular high-volume production environment. And once that phase within our customers is completed, then we are targeting to expect larger volume orders from the customer, yes? And I think if you add these steps, I think, some maybe the Q4, others maybe in 2020, yes? It really depends on the high-volume qualification process of the customer.
He is talking orders - not turnover.
I believe in what he said at the AGM (HV) - "The best is yet to come"
Cheers
baggo-mh
Hi,
Ich habe mir gerade mal den AMS Q3 conf call durchgeschaut und hier die highlights. Für mich ist das Fazit, dass VCSEL/3D Sensing von immer neuen Smartphone Herstellern (insb. Android) und neuen Applikationen, z.b. Autonomes Fahren (also Sensoren außerhalb des KFZ) und Sicherheit (Sensoren Innerhalb des KFZ) angewandt wird. Interessant ist auch die neue AMS Entwicklung, die bei Smartphones unter OLED Screens zum Einsatz kommen soll (kenne mich da aber nicht aus).
Shipping very substantial 3D sensing volumes to the leading smartphone OEMs globally, we continue to expand our position in the Android market. This includes strongly increasing volumes for world-facing iToF 3D sensing illumination solutions, because the camera enhancement features which these systems support are highly successful in the market. We, therefore, expect customer adoption of these features to continue to broaden going forward
Then, your question on the 3D sensing, obviously, as I mentioned before, we have a very good traction on design wins for 3D sensing and without commenting on the 2020, it's obviously a very strong market trend and a ramping business for us.
With our focus on safety, driver assistance/autonomous driving, position sensing, and
chassis control we offer a broad spectrum of sensing solutions for a range of Tier 1 suppliers, OEMs and market segments. We continue strong R&D investment for advanced LIDAR architectures where our VCSEL illumination technology is seeing substantial interest from major automotive players.
In-cabin monitoring is another emerging optical application in automotive which offers attractive opportunities in thecoming years. We are seeing very good traction in this new market where tier 1 and OEM interest continues to increase. Pursuing several development projects, we have recently gained an in-cabin design win for 3D ToF illumination at a global tier 1 supplier. Positive momentum also continues in the sizeable emerging projected lighting market.
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