Vertical Cavity Surface Emitting Lasers (VCSELs) are pivotal in consumer and datacom markets, catalyzing 3D sensing and high-speed data transmission. Apple's 2017 shift to GaAs-based VCSELs marked a game-changer, powering facial recognition and augmented reality. Lumentum and Coherent have steered 3D sensing, but a new entrant in Apple's supply chain with innovative VCSEL technology may disrupt the status quo. Meanwhile, Artificial intelligence's ascendancy demands higher data rates per wavelength, stretching optical communications. The future eyes 100G VCSELs, poised for substantial growth by 2024. Several companies are currently in the qualification phase, competing to establish their presence in this emerging market. The presentation will dissect the impact of the third player in Apple’s 3D sensing supply chain, AI's influence, and GaAs VCSELs' market projections over the next five years.
Ali Jaffal, PhD. is a Technology & Market Analyst, specialized in Compound Semiconductors and Emerging Substrates at Yole Intelligence. As part of the Power & Wireless team, Ali is deeply engaged in the development of dedicated collection of compound semiconductors market & technology reports and monitor. Previously, he worked at CEA-Leti (France) as a Research engineer. His mission was focused on the design, growth and clean room processing of GaAs semiconductor nanowires for Visible-infrared photodetectors. During its PhD. Ali deeply investigated the epitaxy (MBE) on InP nanowires dedicated to telecom applications. Ali authored/co-authored 8 scientific papers in peer-reviewed journals and a patent on III-V nanowires at CEA-Leti. He also proposed several presentations and was invited to numerous seminars within national and international conferences. Ali Jaffal obtained his master’s degree in Nanotechnology from INSA (Lyon, France), Ecole Centrale de Lyon and Claude Bernard University (Lyon, France).