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$奇景光电(HIMX)$ AMS Q3财报会议完全没有提及WLO/DOE,而是
“So time-of-flight, as I mentioned last call, we have very compelling products in our pipeline coming out next year. It's fully on track and we are convinced that with these kind of products we can capture additional market share in 3D sensing or any other application. On the yield side, this is very promising, we were able in the course of Q3 to improve our yield and we see a further improvement in the fourth quarter. This is also, you see the indication of our EBIT guidance for the fourth quarter, which is significant and improving the [yield] is certainly effected to improve profitability.” 和我的推测一样AMS只供应用于IPX 3D sensing的TOF以及用于IP8和IPX true tone display的amibent light sensor。IPX的WLO DOE是HIMX独供。期待11月9号转折点的到来。

全部讨论

HIMX卖啥还是迷雾重重

A 只做非点阵投射组建的扩散片

B 只做点阵投射组件的扩散片

C 做点阵投射组件和非点阵投射组件的扩散片

D 以上A/B/C任一和点阵投射组件的准直镜头

E 以上再加CIS

苹果的近距离传感器不就是tof么?

2017-10-26 16:41

啥都能做

2017-10-26 16:40

看看最新的ppt

2017-10-26 11:15

2017-10-26 09:39

cc有提到Heptagon吗?之前一直是说Heptagon是WLO的供应商之一

哪里有transcripts?