- ??????????????????????г?-2024?桷
- ?????????????????????????????-2024?桷
- ??????????????г?-2024?桷
- ??64???????????????γ?????????????????
- ??63???????????????γ?????MEMS??????
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- ???????????Metalens???????????-2024?桷
- ??61???????????????γ????????????????
- ?????????????????????????????繅????
- ??60???????????????γ??????MEMS?????????????????
Lumentum????InP??????о??????????δ??????
2024-08-23 21:34:15 ???????????? ?????0 ?????
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????Lumentum???????????????????????????????5.5??????????????????й??CEO??Alan Lowe?????????????????2027???????????????????????????????ù?????????????????е?????????15%?????
???????????????????????????????????????????????????Lumentum???μ??????????????Щ??????????????????????????Fabrinet?????????????????????????
????6?·????????????????Lumentum?????????17%????3.08???????????Alan Lowe??????????????????????????5????????????????????????????????????????????????EML?????????????????2026???2027?????????????????
Alan Lowe????????????????????綽??????????“?????????????μ????????????AI???????????Щ??????δ?????????????????????????????????????”
???????????????Lumentum??????InP?????????????4300???????δ??12???μ?????????40%?????Alan Lowe?????“????????????????????????????о?????????????????????????????????г??????????????????????????????????3.15?????~3.35????????”
??6?·??????Lumentum????????粿???????2.55?????????Lumentum????????????????????????????????????????????5400???????
Alan Lowe??????????????????????????????????????????????檔??????Alan Lowe???????????????????????????????ù??????????豸????????????1????????????????????????????????
Lumentum????????
Lumentum????????????????????????????2.74??????????????????4.45????????38%??3D???????????????????????
?????????
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??????Draper??????????????????????????????????δ?????
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- ?????????????mCube?????Movella??????????????
- ?????????????79GHz??????????????????????????
- ??о????????????MEMSо??й???
- ????MEMS????????????????????MEMS IDM????
- ???????м??????????Rockley Photonics???????????
- Aeva??????4D???????о???飬????????????????Fabrinet????
- ???????CMOS???????????????Я??????????12??CIS????
- ???????????????????2022??????????Χ??????ˉ
- ?????????MEMS??GaN???????????о?????
- Luminar????????????????????????SUV???R7
???????????
- 91?????Obsidian Sensors?????????????????????????
- 66Omnitron???Silex??????????????MEMS??辵
- 61??????PZT MEMS??????????????????AMFitzgerald????
- 60????????????????Dexcom G7??ü?????????????
- 52???????SPADо?????SolidVue?????????????
- 45SpectricityЯ?????????????????????????
- 42?????A*STAR????MetaOptics????????????????o?????
- 15Draper??????????????????????????????????δ?????