?????????????????????????????Lumentum????????????????????????????????2018??????3D??????????????????????Lumentum???????????????????淴???Apple???????iPhone???????????????????????????????????

Lumentum?????????Apple????????????????3D???????????????????г???????iPhone X???????????Lumentum????????????????????

??????Loup Ventures ?????Gene Munster ????????Lumentum????????????iPhone X???г???????????

Munster????Lumentum??2017??12?μ??????????3D???????????2????????????????????9?μ?????н??4000???????

????????iPad??????3D???????

“??????????????Lumentum??????3D?????????2018??3?μ?????н????60%~65%????1.21~1.25????????” Munster???“???????????????????????????3D??????????2018???°??????2017?????????????????????????????????д???????????Apple????＾?????????????豸??”

Lumentum??????????21.2%??????51.65??

Lumentum??????????????????1.67????????????????????????????????????52%????4.046???????????????Lumentum????????57???????????2.65???????

????3???????Lumentum?????????72~73??????????￡??????88?????????????2.92~2.93??????????????????3.11???????

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2018??3??30????4??1???????????????“MEMS??????????γ?”???????????У???????????????1?????MEMS??????????????????????????2???????о????????WLCSP?????????????TSV???????????????3????????????????????????????AlN??ZnO??PZT??籡????????????????FBAR??????????????????4??3D???в???????VCSEL??????????????豸????????????????????5??????MEMS????????????????????????????????????????????????????????????

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E-mail??guolei@memsconsulting.com

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?????iPhone X?????????????

?????iPhone X??????3D?????????????

??????RealSense 3D????????????????????????

??????Phab 2 Pro??????????ToF?????????

?????iPhone X?е?ams????????????