First of all, the iPhone X uses OLED, which will have a certain impact on the LED industry. In the past, Apple's mobile phone panel used JDI's LCD screen, which requires LED backlight. It is a big revenue contribution from the LED industry. Nowadays, OLED is used, which means that LED mobile phone backlight will go downhill in the future. It can be said that replacing all of them by OLEDs is also the trend of the times. Of course, the OLED yield is not high enough now, and the price of the product is too high. There is still a certain amount of time for the full replacement.
Secondly, in order to fully screen, Apple gave up the classic Home button and implemented the function of the Home button by gesture. The main impact here is on sapphire. In the past, the home button used sapphire, but now it is abandoned, which means that the demand for sapphire will be reduced.
Third, iPhone X replaces fingerprint recognition with face recognition. The iPhoneX is intended to use a 3D Sensing camera with a VCSEL laser as its core component. The main hardware of the 3D camera consists of four parts: infrared light emitter (IR LD or VCSEL), infrared light camera (IR CIS or other photodiode) & visible light camera (Vis CIS), image processing chip.
The iPhoneID's FaceID is not the same as the face recognition of a typical mobile phone. It is through FaceID, the iPhone can also detect whether the user's eye is watching the iPhone's display, and the iPhoneX also has 3D sensing.
The whole three-dimensional vision system works as follows: First, the infrared laser emitter emits near-infrared light, which is received by the infrared image sensor after being reflected by a human hand or a human face. This image information is used to calculate the position of the human hand (Z-axis). At the same time, the visible light image sensor collects the human hand information (Vis Light) of the two-dimensional plane (X and Y axes); the information of the two image sensors is integrated into a dedicated image processing chip, thereby obtaining three-dimensional data of the human hand or the human face, thereby realizing Spatial positioning.
The introduction of new features such as iris/face recognition and 3D Sensing technology in smartphones will stimulate a new wave of explosive growth in the infrared LEDVCSEL market.
According to the latest "2017 Infrared LED / Infrared Laser and Sensing Component Application Market Report" released by LEDinside, LEDInside, the market size of infrared LED and infrared laser components in iris and face recognition applications will be 2017. It will reach 145 million US dollars (equivalent to about 998 million yuan), and will reach 827 million US dollars (equivalent to about 5.69 billion yuan) by 2025. The compound growth rate will reach 24% from 2017 to 2025.
Finally, the iPhone X features a Quad-LED TrueTone flash. Quad-LED is a relatively new technology that offers several advantages over standard RGB LEDs. Quad-LEDs are sometimes referred to as "four-in-one" (4in1) or "single source" and their technology is superior to traditional LEDs. In addition to having a fourth color (white or amber), the main difference between Quad and traditional RGB lamps is that RGB lights are separated on the LED board, and each lens contains only "one color" lights - red ,Green blue.
According to LEDinside's previous estimate of the flash market, the output value of the LED flash market in 2016 reached 744 million US dollars (about 4.954 billion yuan), an annual growth rate of 9%. In 2017, the output value of the flash LED market will climb to 811 million US dollars. RMB 5.4 billion).