Altre conferme sulle funzionalità 3D delle fotocamere di iPhone 8

Arrivano altre conferme sull’inserimento da parte di Apple nel prossimo iPhone di due fotocamere , una anteriore e una posteriore , con delle capacità 3D . Questo significa che saranno capaci di percepire la profondità per essere utilizzate per lo sblocco del dispositivo attraverso il viso o per le funzioni di AR ( realtà aumenta ) che sarà una delle principali caratteristiche di iPhone 8 grazie alla sua doppia fotocamera posteriore .

Le conferme su queste fotocamere 3D arrivano dal fornitore di Apple Lumentum , che durante l’assemblea con gli azionisti ha dichiarato :

On last nights earnings call, Finisar management did not mention Apple by name, but they highlighted they expect to see volume VCSEL orders in their second fiscal quarter, which is the October quarter end of this calendar year. The company anticipates shipping “millions” of units during the quarter, but management also went on to say they anticipate unit shipments to be in the “10s of millions” in future quarters, which gives us further confidence 3D sensing and AR applications will be one of the focus features in the next generation of iPhones. In May of this year, Lumentum was the first VCSEL supplier to announce they anticipate volume shipments to begin in the second half of 2017.

We also want to highlight Finisar acknowledged they are shipping VCSEL lasers to multiple customers, but one customer (aka Apple) is accounting for the majority of total demand. We believe Finisar and others supplying VCSEL lasers are supply constraint and shipping everything they can manufacture. We believe Apple has secured a high percentage of all VCSEL lasers created, which we view as a large competitive advantage and will make Apple a leading AR player in the smartphone space.