REVERSE COSTING® STRUCTURAL, PROCESS & COST REPORT · Cost Analysis 106 o Cost Analysis NIR CIS o...
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22 bd Benoni Goulin 44200 NANTES - FRANCE +33 2 40 18 09 16 [email protected] www.systemplus.fr Smartphone 3D Sensing Modules Comparison 2020 Technical choices and cost comparison of 3D sensing modules with a focus on VCSELs and NIR CIS SP20531 - IMAGING report by Taha AYARI Laboratory analysis by Nicolas RADUFFE June 2020 – Sample REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT
Transcript of REVERSE COSTING® STRUCTURAL, PROCESS & COST REPORT · Cost Analysis 106 o Cost Analysis NIR CIS o...
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 1
22 bd Benoni Goulin44200 NANTES - FRANCE +33 2 40 18 09 16 [email protected] www.systemplus.fr
Smartphone 3D Sensing Modules Comparison 2020Technical choices and cost comparison of 3D sensing modules with a focus on VCSELs and NIR CIS
SP20531 - IMAGING report by Taha AYARILaboratory analysis by Nicolas RADUFFE
June 2020 – Sample
REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 2
Table of ContentsOverview / Introduction 4
o Executive Summary
o Glossary
Company Profile 7
Market Analysis 17
3D sensing in smartphone 21
o Technology Overviewo Module Integration
o Structured Lighto Time-of-Flighto Release Timelineo Apple: iPhone x, iPhone 11o Xiaomi: Mi8 Explorero Oppo: FindX, Rx17 proo Huawei: Mate 20 pro, P30 proo Vivo: Nex Dual Displayo LG: G8 ThinQo Samsung: Galaxy note 10+, Galaxy S10
Physical Analysis 106
o Physical Analysis NIR CISo Sony
o 1st geno Die Overview & Dimensionso Die Processo Die Cross-Sectiono Die Process Characteristic
o 2nd geno Omnivisiono STMicroelectronicso Infineon/PMDo Panasonic
o Physical Analysis NIR VCSELo Lumentum
o Die Overview & Dimensionso Die Processo Die Cross-Sectiono Die Process Characteristic
o ams
o Trumpf
Cost Analysis 106
o Cost Analysis NIR CISo Sony
o 1st geno Total Wafer and Die Cost
o 2nd geno Omnivisiono STMicroelectronicso Infineon/PMDo Panasonic
o Physical Analysis NIR VCSELo Lumentum
o Total Wafer and Die Costo amso Trumpf
Technical & Cost Comparison 216
o Dot Projector
o NIR Camera module
o Time of Flight Camera module
o NIR CIS die Comparison
o VCSEL Die Comparison
Customer Feedbacks 222
Company services 224
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 3
Overview / Introductiono Executive Summaryo Glossary
Company Profile
Market Analysis
3D sensing in smartphones
Physical Analysis
Cost Analysis
Technical & Cost Comparison
Feedbacks
Related Reports
About System Plus
3D sensing modules in smartphones – Report scope
o In this report, we focus on 11 3D sensing modules found in smartphones from major OEMs.
o There is three key players of NIR VCSELs: Lumentum, ams and Trumpf. Sony’s NIR sensors are dominating the ToF market while
Omnivision is the main provider of NIR sensors for structured light.
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 4
Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphoneso Technology overviewo Module integration
o Structured Lighto Time-of-Flighto Release Timelineo Appleo Xiaomio Oppoo Huaweio Vivoo LGo Samsung
Physical Analysis
Cost Analysis
Technical & Cost Comparison
Feedbacks
Related Reports
About System Plus
Apple iPhone X , iPhone 11 - Dot Projector
Dot Projector – Opened View©2020 by System Plus Consulting
VCSEL
Bottom Lenses Substrate
Light Guide
The optical block is glued on top of the ceramic substrate.
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 5
Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphoneso Technology overviewo Module integration
o Structured Lighto Time-of-Flighto Release Timelineo Appleo Xiaomio Oppoo Huaweio Vivoo LGo Samsung
Physical Analysis
Cost Analysis
Technical & Cost Comparison
Feedbacks
Related Reports
About System Plus
Apple iPhone X , iPhone 11 – NIR Camera
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 6
Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphoneso Technology overviewo Module integration
o Structured Lighto Time-of-Flighto Release Timelineo Appleo Xiaomio Oppoo Huaweio Vivoo LGo Samsung
Physical Analysis
Cost Analysis
Technical & Cost Comparison
Feedbacks
Related Reports
About System Plus
Xiaomi Mi8 Explorer – Front Sensing Module
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 7
Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphoneso Technology overviewo Module integration
o Structured Lighto Time-of-Flighto Release Timelineo Appleo Xiaomio Oppoo Huaweio Vivoo LGo Samsung
Physical Analysis
Cost Analysis
Technical & Cost Comparison
Feedbacks
Related Reports
About System Plus
LG G8 ThinQ – ToF Module
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 8
Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphoneso Technology overviewo Module integration
o Structured Lighto Time-of-Flighto Release Timelineo Appleo Xiaomio Oppoo Huaweio Vivoo LGo Samsung
Physical Analysis
Cost Analysis
Technical & Cost Comparison
Feedbacks
Related Reports
About System Plus
Galaxy S10 & Galaxy Note 10+ – ToF
Samsung Galaxy Note10+ Overview ©2020 by System Plus ConsultingSamsung Galaxy S10 Overview ©2020 by System Plus Consulting
• The Galaxy S10 uses two ToF modules for 3D sensing; one in the front and one in the rear.
• For the Galaxy Note 10+, only one ToF is used in the rear for 3D sensing.
Front ToF module
Rear ToF moduleRear ToF module
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 9
Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphones
Physical Analysiso Physical Analysis NIR CIS
o Sonyo 1st Geno 2nd Gen
o Omnivisiono STMicroelectronicso Infineon/PMDo Panasonic
o Physical Analysis NIR VCSELo Lumentumo Amso Trumpf
Cost Analysis
Technical & Cost Comparison
Feedbacks
Related Reports
About System Plus
Sony
Sony’s 1st generation NIR CIS - Overview©2020 by System Plus Consulting
Sony’s 2nd generation NIR CIS - Overview©2020 by System Plus Consulting
Pictures at scale
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 10
Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphones
Physical Analysiso Physical Analysis NIR CIS
o Sonyo 1st Geno 2nd Gen
o Omnivisiono STMicroelectronicso Infineon/PMDo Panasonic
o Physical Analysis NIR VCSELo Lumentumo Amso Trumpf
Cost Analysis
Technical & Cost Comparison
Feedbacks
Related Reports
About System Plus
Sony’s 1st generation NIR CIS in OPPO Rx17 pro – Sensor Die Overview
Die Sensor - Overview©2020 by System Plus Consulting
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 11
Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphones
Physical Analysiso Physical Analysis NIR CIS
o Sonyo 1st Geno 2nd Gen
o Omnivisiono STMicroelectronicso Infineon/PMDo Panasonic
o Physical Analysis NIR VCSELo Lumentumo Amso Trumpf
Cost Analysis
Technical & Cost Comparison
Feedbacks
Related Reports
About System Plus
Sony’s 2nd generation NIR CIS in Galaxy Note 10+ Image Sensor Process Characteristics
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 12
Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphones
Physical Analysiso Physical Analysis NIR CIS
o Sonyo 1st Geno 2nd Gen
o Omnivisiono STMicroelectronicso Infineon/PMDo Panasonic
o Physical Analysis NIR VCSELo Lumentumo Amso Trumpf
Cost Analysis
Technical & Cost Comparison
Feedbacks
Related Reports
About System Plus
Omnivision NIR CIS in Huawei Mate 20 pro – Pixels
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 13
Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphones
Physical Analysiso Physical Analysis NIR CIS
o Sonyo 1st Geno 2nd Gen
o Omnivisiono STMicroelectronicso Infineon/PMDo Panasonic
o Physical Analysis NIR VCSELo Lumentumo Amso Trumpf
Cost Analysis
Technical & Cost Comparison
Feedbacks
Related Reports
About System Plus
LumentumVCSEL Dies
VCSEL flood illuminator in OPPO Rx 17 pro
VCSEL flood illuminator in Huawei P30 proPictures at scale
Huawei Mate 30 pro
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 14
Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphones
Physical Analysiso Physical Analysis NIR CIS
o Sonyo 1st Geno 2nd Gen
o Omnivisiono STMicroelectronicso Infineon/PMDo Panasonic
o Physical Analysis NIR VCSELo Lumentumo Amso Trumpf
Cost Analysis
Technical & Cost Comparison
Feedbacks
Related Reports
About System Plus
Lumentum – OPPO Rx17 pro flood illuminator - NIR VCSEL Die View and Dimensions
OPPO Rx17 pro flood illuminator - VCSEL Die - Overview©2020 by System Plus Consulting
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 15
Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphones
Physical Analysiso Physical Analysis NIR CIS
o Sonyo 1st Geno 2nd Gen
o Omnivisiono STMicroelectronicso Infineon/PMDo Panasonic
o Physical Analysis NIR VCSELo Lumentumo Amso Trumpf
Cost Analysis
Technical & Cost Comparison
Feedbacks
Related Reports
About System Plus
ams – VCSEL Die Cross-Section
VCSEL Die Cross-Section – SEM View©2020 by System Plus Consulting
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 16
Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphones
Physical Analysiso Physical Analysis NIR CIS
o Sonyo 1st Geno 2nd Gen
o Omnivisiono STMicroelectronicso Infineon/PMDo Panasonic
o Physical Analysis NIR VCSELo Lumentumo Amso Trumpf
Cost Analysis
Technical & Cost Comparison
Feedbacks
Related Reports
About System Plus
Trumpf – VCSEL die Cross-Section
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 17
Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphones
Physical Analysis
Cost Analysis o Cost Analysis NIR CIS
o Sonyo 1st geno 2nd gen
o Omnivisiono STMicroelectronicso Infineon/PMDo Panasonic
o Cost Analysis NIR VCSELo Lumentumo amso Trumpf
Technical and Cost Comparison
Feedbacks
Related Reports
About System Plus
Sony’s 1st generation NIR CIS in OPPO Rx17 pro –Wafer & Die Cost
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 18
Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphones
Physical Analysis
Cost Analysis o Cost Analysis NIR CIS
o Sonyo 1st geno 2nd gen
o Omnivisiono STMicroelectronicso Infineon/PMDo Panasonic
o Cost Analysis NIR VCSELo Lumentumo amso Trumpf
Technical and Cost Comparison
Feedbacks
Related Reports
About System Plus
Lumentum – OPPO Rx17 pro flood illuminator - Wafer & Die Cost
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 19
Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphones
Physical Analysis
Cost Analysis
Technical & Cost Comparisono Dot Projector o NIR Camera moduleo Time of Flight Camera
moduleo NIR CIS die Comparisono VCSEL Die Comparison
Feedbacks
Related Reports
About System Plus
DOT Projector Comparison
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 20
Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphones
Physical Analysis
Cost Analysis
Technical & Cost Comparisono Dot Projector o NIR Camera moduleo Time of Flight Camera
moduleo NIR CIS die Comparisono VCSEL Die Comparison
Feedbacks
Related Reports
About System Plus
NIR CIS Comparison
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 21
Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphones
Physical Analysis
Technical & Cost Comparison
Feedbacks
Related Reports
About System Plus
Related Reports
MARKET AND TECHNOLOGY REPORTS - YOLE DÉVELOPPEMENT
IMAGING• 3D Imaging & Sensing 2020• Status of the Camera Module Industry 2019 – Focus on Wafer
Level Optics• CMOS Image Sensor Quarterly Market Monitor• Status of the CMOS Image Sensor Industry 2019• VCSELs - Technology, Industry and Market Trends 2019
REVERSE COSTING ANALYSES - SYSTEM PLUS CONSULTING
IMAGING• Samsung Galaxy Note 10+ 3D Time of Flight Depth
Sensing Camera Module• VCSEL in Smartphone Comparison 2019• iPad Pro Lidar Module• Huawei’s 3D Depth Sensing System, 3D Camera, Flood
Illuminator and DOT projector in the Mate 20 Pro• STMicroelectronics’ Near Infrared Camera Sensor in the
Apple iPhone X• Apple iPhone X – Infrared Dot Projector• Orbbec’s Front 3D Depth Sensing System in the Oppo
Find X
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 22
COMPANYSERVICES
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 23
Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphones
Physical Analysis
Technical & Cost Comparison
Feedbacks
Related Reports
About System Pluso Company serviceso Contact
Business Model - Fields of Expertise
Custom Analyses(>130 analyses per year)
Reports(>60 reports per year)
Costing Tools
Trainings
©2020 by System Plus Consulting | Smartphone 3D Sensing Module Comparison 2020 | Sample 24
Overview / Introduction
Company Profile
Market Analysis
3D sensing in smartphones
Physical Analysis
Technical & Cost Comparison
Feedbacks
Related Reports
About System Pluso Company serviceso Contact
Contact
Headquarters22 bd Benoni Goullin44200 NantesFRANCE+33 2 40 18 09 [email protected]
Europe Sales OfficeLizzie LEVENEZFrankfurt am MainGERMANY+49 151 23 54 41 [email protected]
www.systemplus.fr
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