Do a super detailed professional science for 3D camera and vcesl industry

After Apple released the iPhone X with Face ID, the discussion about 3D sensing has increased. Here, we are doing a super detailed professional science for this industry.

What is a 3D camera? The 3D camera is characterized in that in addition to being able to acquire a planar image, depth information of the subject, that is, three-dimensional position and size information, which is usually composed of a plurality of camera + depth sensors, can be obtained. The 3D camera realizes real-time 3D information collection, adds object sensing function to the consumer electronic terminal, and introduces multiple “painful application scenarios”, including human-computer interaction, face recognition, 3D modeling, AR, security and assisted driving. Multiple areas. Standing at the current time, we believe that the transition from 2D to 3D camera will be the fourth revolution after black and white to color, low resolution to high resolution, static image to motion picture, and it is expected to detonate the consumer electronics supply chain again! In a word, the touch screen implements the interaction from one dimension to the plane, while the 3D camera will change the interaction mode from plane to solid.

Do a super detailed professional science for the 3D camera industry

In terms of consumer experience, what kind of disruptive application can you achieve? The 3D camera acquires the depth information, three-dimensional size and spatial information of the environmental object in real time, and provides basic technical support for the “painful point” application scenarios such as motion capture, 3D modeling, VR/AR, indoor navigation and positioning, and thus has extensive consumption. Level and industrial application requirements. From the application point of view, the current scenes that 3D cameras can show their talents mainly include motion capture recognition in the field of consumer electronics, face recognition, 3D modeling in the field of automatic driving, cruising and obstacle avoidance, and parts scanning and sorting of industrial automation. Monitoring in the security field, statistics, and so on.

Do a super detailed professional science for the 3D camera industry

We believe that with the introduction of 3D camera technology by major customers this year, face recognition and gesture recognition applications will be the first to stand out, and the market space is expected to usher in explosive growth! According to research firm Zion Research, the 3D camera market will grow from $1.25 billion in 2015 to $7.89 billion in 2021, with an average annual growth rate of 35%! From the current industry chain research, the unit price is expected to be 13-18 US dollars; according to the 20% penetration rate of 1.8 billion smartphones in 2021, it has exceeded 10 billion US dollars in market space, plus in AR, autonomous driving, robotics and other fields. The entire 3D camera market space is expected to exceed $20 billion!

Do a super detailed professional science for the 3D camera industry

(B) "painful point type" application scenarios emerge one after another, will usher in the outbreak of mobile phone standard to smart terminal contention

1. Scene 1 - Face recognition comes in the first year, and fingerprint recognition stands out

Under the background of smart phones emphasizing differentiation and seeking innovation, face recognition is expected to become the next major innovation direction of consumer electronics and bring investment opportunities in the industry chain.

From the perspective of market share, the most likely to stand out after fingerprint recognition is face recognition. According to the China Foreground Industry Research Institute, the global market for biometrics grew at an average annual rate of 21.7% from 2007 to 2013. From 2015 to 2020, the market size of each segment is: fingerprint (73.3%), voice (100%), face (166.6%), iris (100%), and others (140%). Among the many biometric technologies, face recognition ranks first in terms of growth, and the market for face recognition technology is expected to rise to $2.4 billion by 2020. We expect the market size to be larger than expected in the case of smart terminals penetrating face recognition.

Do a super detailed professional science for the 3D camera industry

At present, the solutions of the face recognition market mainly include: 2D recognition, 3D recognition and thermal recognition. 2D face recognition is a method based on planar image recognition, but since the face of a person is not flat, 2D recognition has loss of feature information in the process of planarizing projection of 3D face information. 3D recognition uses a 3D face stereo modeling method to maximize the retention of valid information. Therefore, 3D face recognition technology is more reasonable and has higher precision.

The 3D camera technology represented by TOF and structured light is the most suitable for the face recognition technology. First of all, the 3D camera uses infrared light as the light to emit light, which can solve the problem of ambient light effects of visible light. When the traditional 2D recognition technology changes the ambient light, the recognition effect will drop sharply and cannot meet the needs of the actual system. For example, the "yin and yang face" phenomenon that occurs when you encounter a sidelight when taking a picture may not be recognized correctly.

Do a super detailed professional science for the 3D camera industry

The TOF or structured light 3D camera technology captures the depth information of the face image when shooting, and can acquire more feature information to greatly improve the recognition accuracy based on the traditional face recognition technology. Compared with 2D face recognition system, 3D face recognition can collect depth feature information such as eye corner distance, nose point, nose point, distance between two temples, distance from ear to eye, and these parameters generally do not follow A person undergoes a large change in face-lifting and hair-dressing, so that 3D face recognition can continue to maintain a very high recognition accuracy when the user feature is issued.

Do a super detailed professional science for the 3D camera industry

2, scene 2 - gesture recognition: the core pain points of human-computer interaction

Reviewing the development of human-computer interaction is actually a process of constantly transforming the machine to liberate people. In the earliest computers, the keyboard was the only input device. With the appearance of the GUI of the graphical interface, a combination of “keyboard and mouse” was formed. However, precise mouse clicks and keyboard typing still require high learning costs. After that, the smaller the device terminal is, the more the user is liberated, and the appearance of the touch screen of the mobile phone really gets rid of the intermediate medium of the mouse and the mouse, and achieves the hit-through. The next decade of human-computer interaction will be more intelligent and convenient, freeing users from touching the screen, actively capturing user gestures and performing recognition processing will become the next interactive pain point!

The key to gesture recognition lies in the 3D camera (or 3D perception) technology. The 3D camera uses TOF or structured light technology to obtain image depth information, and the user gesture is recognized by algorithm processing, thereby realizing the user to control the smart terminal. According to the MarketsandMarkets study, the market size of proximity sensors is expected to reach $3.7 billion in 2020 and a compound growth rate of 5.3% from 2015 to 2020.

Do a super detailed professional science for the 3D camera industry

3, scene 3 - 3D reconstruction of the basic technology, AR / VR field will shine

Why should AR/VR equipment adopt 3D camera technology? ——1. Obtain RBG data and depth data of surrounding environment images for 3D reconstruction; 2. Implement human-computer interaction methods such as gesture recognition and motion capture.

The 3D sensing of AR/VR generally adopts two active sensing technologies, TOF and structured light. The front of the device usually includes an infrared emitter, an infrared sensor (acquiring depth information) and multiple ambient light cameras. RBG information). Taking the TOF technology as an example, the infrared emitter emits infrared rays, and is reflected by the infrared sensor after being reflected by the target object, and the distance/depth data is obtained by calculating and converting the phase difference between the transmitted signal and the received signal.

Do a super detailed professional science for the 3D camera industry

In the early stage, the three-dimensional model in the scene was reconstructed by two-dimensional images with different angles, and the realism was low. The appearance of the depth camera greatly improved the three-dimensional reconstruction effect. The depth camera can simultaneously acquire the RGB data and depth data of the image and perform 3D reconstruction based on this.

Do a super detailed professional science for the 3D camera industry

The following describes a three-dimensional reconstruction using a 3D camera through a simple scenario. A 3D camera based on TOF/structured light technology can be used to create a “point cloud” of the surrounding environment, as shown on the left, and different distances from the lens by different colors. The point cloud data combined with the RBG information of the environment image can be used to restore the scene as shown in the right figure, after which multiple applications such as ranging, virtual shopping, decoration, etc. can be derived, for example, the furniture placement in the right picture is performed. Since the restored scene has deep information, the simulated furniture cannot continue to push when it encounters obstacles, and it has super realism.

Do a super detailed professional science for the 3D camera industry

At the same time, the gesture recognition function provided by 3D camera technology will become the core interaction means in the future AR/VR field. At present, most VR devices introduced by major manufacturers require controllers. The advantage of game controllers is that control feedback is timely and combined. The disadvantage is that there is less interaction with the virtual environment, and the user can only control but not participate. In the AR application, the handle is completely incapable of the task of human-computer interaction. There is a wealth of human-computer interaction content in the AR application field, and this kind of interaction is very complicated, and only gesture operations can be completed. Taking HoloLens as an example, there is a set of four environment-aware cameras and a depth camera. The environment-aware camera is used for human brain tracking, and the depth camera is used to assist gesture recognition and perform three-dimensional reconstruction of the environment.

Do a super detailed professional science for the 3D camera industry

Do a super detailed professional science for the 3D camera industry

In addition to Hololens, AR products such as Meta2, HiAR Glasses and Epson Moverio have also adopted 3D sensing technology for gesture recognition and motion capture. We expect 3D cameras based on TOF or structured light technology to be used for gesture recognition and 3D. The basis of scene reconstruction will become the standard for AR equipment!

Do a super detailed professional science for the 3D camera industry

Do a super detailed professional science for the 3D camera industry

Do a super detailed professional science for the 3D camera industry

Second, 3D Sensing camera: a "premeditated" change iPhone8 introduction has been on the string!

(1) The technical route has matured: TOF and structural light

The 3D camera has three main technical routes: TOF (time of flight), structured light (structure light) and multi-angle imaging (also known as binocular stereo vision technology, multi-camera). From the current technological development and product application, TOF and structured light are the most promising due to their advantages of convenient use and low cost.

Do a super detailed professional science for the 3D camera industry

1. Time Of Flight technology

The TOF technology is to actively transmit the modulated continuous optical pulse signal to the target surface, and then use the sensor to receive the reflected light, and use the phase difference between them to calculate and convert the distance/depth data.

Do a super detailed professional science for the 3D camera industry

The advantage of TOF is that it can calculate the depth of pixel by pixel. The accuracy can be high in close range. The disadvantage is that the outdoor is affected by natural light and infrared rays, the measurement range is narrow (the distance cannot guarantee the progress), and the cost is more than the structural light. high.

The current mainstream technology TOF technology uses a SPAD (single-photonavalanche diode) array to accurately detect and record the time and space information of photons, and then perform three-dimensional reconstruction of the scene through a three-dimensional reconstruction algorithm. SPAD is a kind of high sensitivity semiconductor photodetector, which is widely used in the field of low light signal detection.

Do a super detailed professional science for the 3D camera industry

2, structure light (structure light) technology

The basic principle of structured light technology is to place a grating outside the laser, and the laser will refract when it is projected through the grating, so that the laser will eventually shift at the falling point on the surface of the object. When the object is closer to the laser projector, the displacement caused by the refraction is smaller; when the object is farther away, the displacement caused by the refraction will correspondingly become larger. At this time, a camera is used to detect and collect the pattern projected onto the surface of the object. Through the displacement change of the pattern, the position and depth information of the object can be calculated by an algorithm, thereby restoring the entire three-dimensional space.

Representative products using structured light technology include Kinect 1, Intel RealSense Camera (F200 & R200) ​​and first-generation project tango products.

Do a super detailed professional science for the 3D camera industry

The advantage of structured light technology is that the depth information can be read in one imaging. The disadvantage is that the resolution is limited by the grating width and the wavelength of the light source, and the requirements for the diffractive optical device (DOE) are also high, and the infrared light of the visible light is also greatly affected.

3. Multi-Camera technology

Multi-angle imaging technology is based on the parallax principle, and uses the imaging device to acquire two images of the measured object from different positions, and obtains the three-dimensional geometric information of the object by calculating the positional deviation between the corresponding points of the image.

Do a super detailed professional science for the 3D camera industry

The advantages of the multi-angle imaging technology are that both indoor and outdoor applications are not affected by sunlight and are hardly affected by the transparent barrier. The disadvantage is that the calculation amount is large, the algorithm is complicated, and the hardware has high requirements.

The following table compares three mainstream technologies from software complexity, latency, active illumination, detection distance, resolution, and more:

Do a super detailed professional science for the 3D camera industry

Judging from the application of the products already on the market, the application of structured light/TOF is mature, and the technical principle is the same. Most of the original products use structured light technology, and the number of TOF technologies in the new generation is gradually increasing. We believe that TOF technology will become the most promising future in terms of its advantages in software complexity, delay, precision, and scanning speed. 3D camera technology; while structured light has a good advantage in cost advantages, one-time imaging, etc., is expected to become the vanguard of mobile applications.

Do a super detailed professional science for the 3D camera industry

Do a super detailed professional science for the 3D camera industry

(2) The international consumer electronics manufacturers have mature 3D Sensing camera technology. Apple's accumulation is the deepest.

Since 2009, major consumer electronics giants have begun to deploy 3D camera fields, and there have been signs of acceleration in the past two years! In recent years, giants represented by Intel, Microsoft, Sony and Qualcomm have launched mergers and acquisitions in the fields of TOF 3D sensors, gesture recognition algorithms, and downstream application software solutions.

Do a super detailed professional science for the 3D camera industry

Apple has been in the 3D camera technology and its downstream applications for a long time, we expect the iPhone 10th anniversary model is expected to sacrifice this killer technology. Throughout the history of consumer electronics innovation, large end customers have the ability to cultivate emerging markets, lead innovation trends, and drive technological innovation in the industry. Once high-end manufacturers of other manufacturers are required to follow up quickly, the entire industry is expected to usher in explosive growth.

Apple first deployed in the 3D camera field in 2010, and has acquired a number of 3D imaging, face recognition and gesture recognition companies. In September 2010, the acquisition of Swedish algorithm company Polar Rose, the acquisition of Prime Sense in 2013, the acquisition of machine learning and image recognition company Perceptio in 2015 and the Israeli 3D camera technology company LinX, and the motion capture company Faceshift, Apple in 2016 Acquisition of face recognition system company Emotient.

Do a super detailed professional science for the 3D camera industry

In terms of patents, Apple began patenting 3D camera technology and related applications since 2005, including gesture recognition using image depth information and face recognition using devices such as infrared sensors.

Do a super detailed professional science for the 3D camera industry

(3) The application of the iPhone in the distance sensor has been in full swing. The 3D Sensing camera is deployed in the tenth anniversary edition.

Compared with 3D Sensing's distance sensor application, which is similar in basic structure and basic principle, Apple has become a standard since the iPhone 3GS. Below we comb the innovations of the iPhone's pre-structure from the structure, principle and function.

Apple has a front-end distance sensor design from the original iPhone. It is mainly used to judge the distance between the user's head and the screen. When the phone is close to the ear, it can automatically close the screen. All previous iPhones have two front sensors (ambient light sensor + infrared distance sensor) and a front camera: from right to left are front camera, light sensor, infrared distance sensor, where the optical sensor is usually covered by ink and cannot be found.

Do a super detailed professional science for the 3D camera industry

Distance sensor: use an infrared diode to emit infrared light. If there is an object close to it, it will reflect infrared light. The reflected infrared light is perceived by the infrared light detector, and the signal is transmitted to the CPU through some column logic control operations. The CPU can control whether the screen wakes up or not.

Ambient light sensor: It is mainly used to detect changes in optical signals in the environment and then convert their changes into digital signals for output to the CPU.

Theoretically, the distance sensor consists of two units, transmitting and receiving, but why is there only three holes in the front? This is because Apple adopts a method of integrating the ambient light sensor and the distance sensor receiving end. Two photodiodes are used in the distance sensor: one broadband photodiode detects the optical in the 300nm~1100nm band, and the other uses the narrowband filter material. The infrared light is detected, and then the infrared light is subtracted from the light received by the broadband photodiode to obtain an ambient light signal.

Do a super detailed professional science for the 3D camera industry

Do a super detailed professional science for the 3D camera industry

It can be seen that the front-end structure of the iPhone includes a front camera, a distance sensor and an ambient light sensor. The only innovation is whether to integrate the distance sensor receiving end with the ambient light sensor, and the function can only realize whether the user's head is close to the function. The handset controls the screen. We believe that the application of the distance sensor for 8 consecutive generations shows that Apple has designed and used the ranging module on the mobile phone.

We conclude that the introduction of a 10D camera technology based on structured light or TOF technology for a large customer's 10th anniversary model will be a high probability event, and the 3D camera module is likely to be more than one! This technology will bring 3D face recognition and gesture recognition to a new generation of products, opening a new wave of consumer electronics innovation trends!

Do a super detailed professional science for the 3D camera industry

Third, decrypt the 3D Sensing camera industry chain The biggest change lies in the IR VCSEL module (light source + optical components)

(1) Dismantling the 3D Sensing camera

3D camera introduces 3D sensing technology based on TOF or structured light on the basis of traditional camera. At present, these two mainstream 3D sensing technologies are active sensing. Therefore, the 3D camera industry chain mainly adds infrared light source + optical compared with the traditional camera industry chain. Components + infrared sensors and other parts.

The following is a breakdown of the 3D camera industry chain with specific product disassembly. First, take the Lenovo Phab 2 Pro phone on the Google tango platform as an example. Tango is an augmented reality computing platform developed and authored by Google. It uses computer vision to enable mobile devices, such as smartphones and tablets, to detect their location relative to the world around them without the need for GPS or other external signals.

The back structure of the Lenovo Phab 2 Pro mobile phone on the Tango platform, from top to bottom, is the main camera, infrared sensor, infrared emitter, flash, motion tracking camera, fingerprint recognition module.

Do a super detailed professional science for the 3D camera industry

Do a super detailed professional science for the 3D camera industry

The Phab 2 Pro's 3D camera module uses the REAL3TM image sensor chip developed by Infineon and PMD tec. This chip combines analog and digital signal processing with high data rates. It integrates a pixel array, control circuitry, ADC, and digital high-speed interface on a single chip.

Let's take the example of RealSense 3D camera developed by Intel. This 3D camera product is based on structured light technology and is also an active sensing technology.

Do a super detailed professional science for the 3D camera industry

The RealSense 3D camera is mainly composed of an infrared camera, a normal camera, an infrared laser transmitter and a dedicated chip (SR300 ASIC): the laser emitter emits infrared light and is irradiated onto the surface of the object via a grating, and the camera detects the collection and projection onto the surface of the object. The pattern can be used to calculate the position and depth information of the object by the displacement of the pattern.

By disassembling and analyzing the mainstream 3D camera products already on the market, the 3D camera industry chain can be divided into:

1. Upstream: infrared sensor, infrared light source, optical component, optical lens and CMOS image sensor;

2. Midstream: sensor module, camera module, light source foundry, light source detection and image algorithm;

3. Downstream: terminal manufacturers and applications.

Do a super detailed professional science for the 3D camera industry

Do a super detailed professional science for the 3D camera industry

The key components of the 3D camera industry chain are: 1. Infrared sensor; 2. Infrared laser source; 3. Optical components.

Do a super detailed professional science for the 3D camera industry

(2) One of the key points - Infrared sensor: a high version of the distance sensor No domestic enterprise can cut in

The high version of the distance sensor, although critical, is not purely elastic. Infrared sensors are currently divided into AMS (Austrian Microelectronics) / Heptagon and STMicroelectronics. TI and infineon also have layouts in this field. AMS has supplied ambient light sensors for Apple since the iPhone 4, and its Heptagon has been working on miniaturization of TOF sensors and was acquired by AMS in 2016. In recent years, STMicroelectronics has developed several 3D camera modules that integrate infrared sensors and infrared laser emitters. The VL6180X solution based on TOF technology has been adopted by the iPhone 7 as a distance sensor. Infineon has partnered with TOF Fabless PMD to develop the REAL3 3D image sensor chip, which has been used in tango's second generation. At present, the gap in the sensor field in China is relatively obvious. In the short term, there will be no breakthroughs for related companies; from the perspective of investment, we will not focus on analysis.

Do a super detailed professional science for the 3D camera industry

(3) The second key point - IR VCSEL: from optical communication to consumer electronics

As we mentioned before, the application of lasers will be a big direction and trend in the future; there are many types of laser processing components with complex and matching lasers. We will take the lead in the market to conduct an exclusive analysis, and strive to find the most likely target and lay the foundation for follow-up research. We boldly predict that after the future of laser consumer applications, the upgrade and adjustment of laser technology will accelerate, just as the touch screen is launched, GG/GFF/GF/OGS/In Cell/On Cell and other technologies are coming. . Here we take the lead..

This section focuses on the following five issues:

1) What is VCSEL?

2) Why use VCSEL as a light source for consumer electronics applications?

3) What mainstream players are there in the VCSEL industry?

4) From the perspective of overseas mapping, how does VCSEL expand from the field of optical communication to the field of consumer electronics?

5) What is the future development trend of VCSEL? Consumer electronics applications will create conditions for further expansion of VCSEL

1. What is VCSEL?

A VCSEL (Vertical-Cavity Surface-Emitting Laser) is a semiconductor laser that emits laser light perpendicular to the substrate surface. The basic structure is a "sandwich" structure consisting of three upper and lower DBR mirrors and an active area. The upper and lower DBR mirrors and the active area form a resonant cavity. The active region consists of several quantum wells. As the core part of the VCSEL, it determines the important parameters such as the threshold gain and lasing wavelength of the device. The high reflectivity DBR consists of a multilayer dielectric film set that provides feedback to light. In order to obtain a smaller threshold current, the reflectivity of the DBR mirror is generally above 99.5%.

Do a super detailed professional science for the 3D camera industry

Commonly used raw materials for VCSELs are luminescent compound semiconductors such as gallium arsenide, indium phosphide or gallium nitride. In terms of the principle of luminescence, VCSEL is the same as other semiconductor laser illuminating principles. The first thing to achieve is energy excitation. The electrons that excite the semiconductor by the applied energy are transitioned from the valence band to the conduction band. When the electron is returned from the conduction band to the valence band, the energy is converted into light energy. The type is released. Then, relying on the upper and lower DBR mirrors and the resonant cavity composed of the gain material to achieve resonance amplification, the resonant cavity causes the excited light to be reflected between the upper and lower DBR mirrors, and continuously absorbs light energy through the light-emitting region, so that the laser is received. A plurality of energy feedbacks form a laser.

2. What should I use VCSEL as the light source for consumer electronics applications?

The reason is that VCSEL combines the advantages of low manufacturing cost, excellent performance and easy integration! After years of development in the fields of telecommunications, data communication, etc., VCSEL has the characteristics of high coupling efficiency, low power consumption, fast transmission rate and low manufacturing cost. Compared with LED and FP lasers and DFB lasers, it has the advantages of small volume, circular output spot, single longitudinal mode output, small threshold current, low price, easy integration into large-area arrays, etc., widely used in optical communication and optical interconnection. , optical storage and other fields.

Do a super detailed professional science for the 3D camera industry

Why use VCSEL without LED? Actively aware 3D camera technology typically uses infrared light to detect targets, and early 3D sensing systems typically use LEDs as infrared sources. In terms of technology, since the LED does not have a resonator, the beam is more divergent and is not as good as VCSEL in terms of coupling. Because VCSELs are superior in terms of accuracy, miniaturization, low power consumption, and reliability, common 3D camera systems generally use VCSELs as infrared sources.

Do a super detailed professional science for the 3D camera industry

Semiconductor lasers can be divided into edge-emitting lasers and surface-emitting lasers according to the direction of emission. Among them, edge-emitting lasers mainly include FP lasers and distributed feedback lasers (DFB lasers). Refers to VCSEL.

The FP laser is generally composed of a substrate layer, a waveguide layer, an active layer, and a metal wire layer. A double heterojunction multi-quantum well active layer is generally used; the DFB laser is added along the FP to the outside of the common cavity. The layer grating relies on the frequency selection principle of the grating to realize the longitudinal mode selection to enhance the monochromaticity of the laser; the sandwich structure of the VCSEL has been introduced before.

Do a super detailed professional science for the 3D camera industry

Compared with conventional edge-emitting lasers, VCSELs have great advantages in beam quality, fiber coupling efficiency, and cavity surface reflectivity, and because VCSEL emits light perpendicular to the substrate while the emitting laser emits light parallel to the substrate, VCSELs are capable of implementing two-dimensional arrays while emitting lasers. ,

Do a super detailed professional science for the 3D camera industry

We compare and analyze three mainstream semiconductor lasers in terms of cost advantages, size advantages, wavelength thermal stability, power consumption, and communication distance:

Do a super detailed professional science for the 3D camera industry

It can also be seen from the recently launched products with 3D cameras that the conversion of infrared light sources from LEDs to VCSELs is a certain trend! From the new optical module products released by STMicroelectronics and AMS's Heptagon in 2016, VCSEL is used as the infrared light source, and the consumer-grade Lenovo Phab 2 Pro AR mobile phone and Intel RealSense SR300 also use VCSEL as the infrared light source.

Do a super detailed professional science for the 3D camera industry

Do a super detailed professional science for the 3D camera industry

Do a super detailed professional science for the 3D camera industry

3. What are the big players in the VCSEL field?

At present, there are five major manufacturers in the VCSEL field, namely Lumentum, Finisar, II-VI, Philips Photonics and HLJ Hualijie. We can see that basically all of them are leading companies from optical communication chips; it can be said that it is the experience of optoelectronics in the field of communication, consumer-grade applications have become logical, and both products have strong technical scalability. Focus on the optoelectronic communication leader and cut into the explosive potential of consumer electronics applications.

Do a super detailed professional science for the 3D camera industry

Do a super detailed professional science for the 3D camera industry

4. From the perspective of overseas mapping, how does VCSEL expand from the field of optical communication to the field of consumer electronics?

We analyzed the development history of VCSEL devices in combination with the product line changes of industry leaders Finisar and Lumentum.

1) One of the overseas maps: Lumentum of VCSEL big players

Lumentum is the industry's leading supplier of optical products. Its predecessor was JDSU, the absolute leader in optical communications (JDSU split in 2015, the independent CCOP business unit was named Lumentum, and the NE, SE and OSP business units were renamed Viavi). The company currently offers solutions based on optical optoelectronics for applications such as data communications, telecommunications networks, commercial lasers and 3D sensing in consumer electronics.

Due to the large number of data centers established in recent years and the strong demand for 100G data communication products, the company's revenue has maintained steady growth, with revenue of 903 million US dollars in FY2016. Benefiting from the development of high-end optical components, optical modules and commercial laser products, the company's gross profit margin is on the rise, and the gross profit margin has remained above 30% in the past three years.

Do a super detailed professional science for the 3D camera industry

At present, the company's products are mainly divided into optical communication optical devices and optical modules, industrial laser diodes and 3D Sensing three areas. Relying on the deep advantages of optical devices and optical modules, the company has developed "vertical + horizontal" in recent years:

Vertically, the company has developed vertically, achieving vertical integration production from wafer design and manufacturing, optical device sub-components, and optical module integration;

Horizontally, the company is actively expanding its product lines and applications outside the field of optical communications. With its strong vertical integration capability, it is able to apply industrial-grade applications such as industrial inspection and measurement, commercial-grade applications such as medical imaging and consumer electronics 3D sensing technology. Expanded, currently achieving comprehensive coverage of various types of optical device applications.

In the industrial application of laser product line, the company's main products are kilowatt lasers, ultrafast lasers, Q-switched lasers and low-power continuous wave lasers. At present, mainstream applications are divided into machining of large devices and machining of micro-miniature devices. The machining of large-scale devices is mainly applied to the processing of large materials such as automobiles and aerospace, while the machining of micro-miniature devices is mainly applied to the processing of small materials such as mobile phone screens and medical devices.

The company's laser line in the consumer sector includes VCSELs, edge-emitting laser diodes and fiber-coupled laser diodes. Among them, VCSEL is the company's absolute ace in this field, which can be mainly applied to gesture recognition of smart terminals, eye tracking of mobile devices, face recognition and so on.

Do a super detailed professional science for the 3D camera industry

At present, the company mainly faces the four major markets of telecommunications, data communication, industrial laser and 3D Sensing. The largest proportion of revenue is in the telecommunications market, accounting for 62%; followed by the data communications market, accounting for about 18%; industrial lasers accounting for about 19%; 3D Sensing business accounting for about 1%.

Benefiting from the company's continued advantages in the telecommunications and data communications markets, optical communications business increased by 8% quarter-on-quarter in the 2017Q2 quarter, up 27% year-on-year. Among them, the telecommunications network business revenue was US$160 million, an increase of 16.10% year-on-year and 3.3% quarter-on-quarter. The data center business performed strongly with revenue of US$60.1 million, an increase of 94.57% year-on-year and a growth of 54.1% quarter-on-quarter.

Do a super detailed professional science for the 3D camera industry

Although the current 3D Sensing products account for a relatively low total revenue of the company, from the company's annual report disclosure, the company's significantly increased R&D expenses in the 2016~2017 fiscal year are mainly directed to the 3D Sensing business. Combined with the current industry chain research and 2014 history, the company's 3D sensing business is expected to start explosive growth in 2017~2018!

Here we make a simple calculation. In 2014, about 20 million Kinect II products were shipped using the company's 3D sensing products, which brought nearly $50 million in revenue to the company. We assume that the high-end models with 3D cameras in 2017 will reach 50 million, and one mobile phone will be equipped with two VCSEL components. The company will supply VCSEL devices with ASP for $1.5 and the company with 70% share, which is expected to bring 105 million to the company. The dollar performance has increased!

2) Overseas mapping 2: Finisar of VCSEL big players

Finisar is the world's leading VCSEL manufacturer and continues to lead VCSEL applications. In recent years, VCSEL shipments have remained at more than 150 million units. At present, the company's VCSEL device products are close to 30 kinds, and the company's products are highly flexible and scalable, allowing customers to customize VCSEL arrays to meet various application requirements.

Do a super detailed professional science for the 3D camera industry

Finisar's products were originally used in the field of optical communications such as telecom, datacom, etc., mainly used in radio transceivers TxRx, active optical cable AOC and embedded optical modules.

Do a super detailed professional science for the 3D camera industry

Do a super detailed professional science for the 3D camera industry

Since 2010, under the dual role of “external cause” + “internal cause”, the company has gradually begun to deploy applications in the field of consumer electronics. "External causes" include the emergence of 3D camera technology and the miniaturization and low cost of VCSEL. The "internal cause" is that the company faces the homogenization competition by continuously introducing differentiated products through continuous research and development in the increasingly fierce market competition. The right to speak in pricing.

5, VCSEL development trend: high speed, high efficiency, low power consumption, low cost, consumer electronics applications will create conditions for further expansion

VCSEL器件由问世,到运用于光通信领域,再到延伸至消费电子领域,本质上是其性能、工艺和材料的一部发展史,从技术看产业,我们结合VCSEL领域内主要玩家产品线变化和VCSEL发展历程探析。

1、1990-1996:该阶段VCSEL刚刚问世,主要是采用液相外延技术(LPE)实现In-GaAs/InP材料。这时它在各方面性能并不具有优越性,发射方式为脉冲激射,中心波长为1.18um,阈值电流为900mA(远大与成熟技术);

2、1996-1999:该阶段主要是650~850nm短波段的大范围应用发展。业界主要采用减少谐振腔长度的方法来降低阈值电流,并通过开发AlAs氧化技术来提升DBR反射镜的反射率,具有高反射率、高热传导率和良好的导电特性的AlAs/GaAs在这一阶段被应用于VCSEL,实现在850nm下超过80%的反射率,同时阈值电流降低至mA级别。1997年起VCSEL在单通道短距离光学互连市场占据了绝对的主导地位,此外也在650~670nm波段被应用于基于塑料光纤的数据通信系统(因为塑料光纤在650nm处有最小吸收);

3、2000-2005:这一阶段主要是1300nm\1500nm长波段的应用发展,主要解决波长变长带来的散热、电流限制、反射镜制作等问题。首先氧化物限制工艺被引入,这一技术能够极大地提升光电转换效率(50%以上)和光束稳定度,使其能够稳定地耦合进单模和多模光纤,同时氧化物限制方案能够继续降低阈值电流至几百μA,为解决此后VCSEL阵列严重过热问题打下基础。同时直接键合工艺在长波段VCSEL制作中得到广泛应用,因为长波长材料GaInAsP/InP与DBR两种材料折射率相差小,反射性能差,因此直接键合GaAs基DBR与InP有源区来制作长波段VCSEL成为热点,长波段VCSEL是大容量光通信系统和光互连的关键器件;

4、2005-2016:这一阶段VCSEL器件开始逐渐由光通信领域延伸至工业级应用及消费电子领域,发展趋势为阵列化和小型化。这一阶段核心工艺主要为基于MEMS技术的可调谐VCSEL技术、VCSEL阵列技术以及电流限制技术。阵列技术使得VCSEL器件向高功率、高速率发展,得以用于加热、探测等工业级应用领域。电流限制技术(离子注入、掩埋隧道结等)将电流限制在较小区域内,是VCSEL微型化的关键工艺。此外金属键合技术的引入改善了VCSEL的散热问题,使得它能够更好地应用于体感设备、智能手机等消费电子领域。

应用领域方面,VCSEL主要由光通信领域应用向商业级应用如工业加热、环境监测、医疗以及消费电子应用如3D sensing发展。850nm波段VCSEL商用化程度最为成熟,是短距离光纤数据传输系统的重要器件;此后开发出的长波段产品主要用于长距离光纤通信、光并行处理以及光识别系统;此后随着工艺、材料技术改进,VCSEL器件在功耗、制造成本、集成、散热等领域的优势开始显现,逐渐应用于工业加热、环境监测、医疗设备等商业级应用以及3D感知等消费级应用。

随着技术发展VCSEL在集成方面的优势也开始显现:1)占用面积小.一个器件大小为几到几十μm,与条形激光器的300μm相比更小;2)从周围的各个方向都可以存取,而条形激光器只限于两侧,且其大小受谐振腔的长度限制;3)能够实现表面封装(与边缘发射器的TO-can封装相比大大减少厚度);4)可构成二维阵列。集成方面的优势使得VCSEL器件既可以通过模块化组装成为高功率阵列作为加热激光光源使用,又能够凭借小型化优势应用于各类消费电子产品。

制造工艺来看,一个完整的VCSEL从材料到器件要经过材料生长、外延结构表征、器件制作、性能测试等工艺,主要流程为::材料外延生长à外延结构的表征(X射线衍射、反射谱、光致荧光谱、电化学CV特性等)à器件工艺(包括外延片清洗、晶片键合、刻蚀、金属膜溅射、光学镀膜等)à后段工艺(包括引线键合、划片、封装、光纤耦合等)à器件性能测试(包括IV特性、IP特性、发射光谱、频响特性等)。由于VCSEL的主要工艺外延生长(通常采用MOCVD\MOVPE)与LED制作工艺相容,加上可以在器件工艺或封装完成前通过芯片检测进行产品筛选,提高了成品率,因而近年来成本迅速降低。

综上我们认为,VCSEL器件经过在光通信应用领域多年发展而得的“小型化+低成本+低功耗+高质量”使得其成为消费电子领域激光光源的首选方案!

对3D摄像头产业做一个超详细的专业科普

6、激光大时代即将来临:iPhone引领之规模化量产后 激光应用开启潘多拉魔盒

进一步判断认为,随着苹果新机型的创新应用量产之后,将带动消费级市场的全面启动:1)一方面,以华为、OPPO、VIVO、三星等为首的高端机型第二梯队将快速响应与普及。2)另一方面,激光器量产供应链形成之后将带动产品价格的全面平民化,AR眼镜、智能驾驶雷达等一系列颠覆式应用将彻底从概念化小众市场得到快速普及。

AR最核心技术在于光学,尤其是激光技术!无论是手势识别、三维重构还是成像,光学技术都是决定性基础。我们从目前几款主流产品拆解及技术原理进行分析。

HoloLens相比以往任何设备的强大之处,在于其能够实现对现实世界的深度感知并进行三维建模。HoloLens 拥有拥有一组四个环境感知摄像头和一个深度摄像头,环境摄像头获得周围图像RBG信息,深度摄像头则利用TOF技术获得视觉空间深度图(Depth Map)并以此重建三维场景、实现手势识别。

对3D摄像头产业做一个超详细的专业科普

除了3D摄像模块,就是最关键的光学成像模块。目前来看,HoloLens配备两块光导透明全息透镜,虚拟内容采用LCoS(硅基液晶)投影技术,从前方微型投影仪投射至光导透镜后进入人眼。

对3D摄像头产业做一个超详细的专业科普

LCOS(液晶覆硅技术)是小型化AR头显的关键技术之一。三片式的LCOS成像系统,首先将投影光源发出的白色光线,通过分光系统系统分成红绿蓝三原色的光线,然后,每一个原色光线照射到一块反射式的LCOS芯片上,系统通过控制LCOS面板上液晶分子的状态来改变该块芯片每个像素点反射光线的强弱,最后经过LCOS反射的光线通过必要的光学折射汇聚成一束光线,经过投影机镜头照射到屏幕上,形成彩色的图像。在Hololens中,靠近鼻梁处的两处发光点就是LCoS微型投影仪所在处。目前在投影光源上主要有LED和激光两种方案,由于激光在光束质量、亮度、功耗和使用寿命上无可比拟的优越性,我们认为其将是未来的发展方向。

对3D摄像头产业做一个超详细的专业科普

另一款主流AR产品Meta同样采用了基于TOF的3D摄像头技术以及利用基于半反半透镜的投影技术进行成像。

Meta的3D摄像头模块由一对高清摄像头和一个红外探测器组成,利用TOF技术获取图像深度信息,能够实现势识别、QR码(二维码的一种)跟踪、特征跟踪、惯性测量单元等核心功能。

对3D摄像头产业做一个超详细的专业科普

Meta的成像方式则是基于半反半透镜的投影技术,造型极其紧凑的投影仪藏在镜框内,左右各有一个。由LED光源将半透式LCD上的影像投射到半反半透膜上,然后发射进人眼进行成像,从而提供立体视觉。

对3D摄像头产业做一个超详细的专业科普

以色列Lumus的AR眼镜也采用了微型投影技术,成像关键部件由微型投影仪、光导元件(LOE)和反射波导组成。植入眼镜的微型投影仪(例如激光投影)将图像画面进行投放,通过光导元件、反射波导形成全反射。

对3D摄像头产业做一个超详细的专业科普

我们认为,微投成像和3D摄像是未来AR产业两大核心技术,以VCSEL为代表的半导体激光器件将成为AR光学技术的最基础部件,引领消费电子光学时代到来!

随着投影显示技术的发展,对投影系统的亮度、解析度、色彩丰富性的要求将会越来越高,光源作为投影系统的重要部件,其发光特性将直接决定投影系统质量。激光光束色度、照度高度均匀,具有亮度高、单色性好、波长固定等传统光源无可比拟的优势,未来取代LED成为微型投影模块、投影仪、投影电视等设备光源将是大概率事件。

目前,激光显示技术主要有三基色纯激光、荧光粉+蓝光、LED+激光混合光源三种技术,对比来看,三基色纯激光优势较为明显。

三基色激光被业界视为最正统的激光光源,其具有色域广、光效高、寿命长、功耗低、一致性好、色温亮度可调、稳定、安全可靠免维护、应用灵活等优点。三基色光源由单色光,红、绿、蓝三色光分别调制,彩色效果非常理想。

对3D摄像头产业做一个超详细的专业科普

技术进展来看,红光激光二极管技术(包括VCSEL红光阵列)发展已经十分成熟,蓝光激光二极管价格尚高,绿光激光二极管则还有待发展。从已披露专利来看,目前已有“红光VCSEL阵列+蓝光VCSEL阵列+绿色全固体激光器”的解决方案,VCSEL单元用于发出圆化激光光束,经过微透镜阵列准直化后作为R、B光输出。此外,采用VCSEL面阵可以减少VCSEL激光器之间的干涉性,弱化激光散斑,从而提高投影显示质量。

对3D摄像头产业做一个超详细的专业科普

荧光粉激光即目前较为常见的单色激光+DLP技术和单色激光+3LCD技术,单色激光+DLP技术使用可以激发RGB不同颜色光的荧光粉色轮来实现,单色激光+3LCD技术则是通过单色激光照射荧光粉激

Mini Projector

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