LiDAR: Patent War
An IP analytics blog LexisNexis believes that Ouster has the best quality of its LiDAR patents:
3D Sensing: APD, SiPM, vs. SPAD
Hamamatsu publishes a Youtube video comparing APD, SiPM, and SPAD in LiDAR applications:
2020 Market: Mobile, Wearable, and Apple
Global Global smartphone shipments are likely to grow nearly 50% on year to 340M units in 1Q21, driven by robust sales of Apple’s iPhone 12 Pro and iPhone Pro Max…
Moore’s Law for indirect Time of Flight Pixels
Microsoft Azure Depth Platform blog publishes a post on iToF pixel scaling. Few quotes: “Given we are at the upper limits of MC [Modulation Contrast] and QE, as pixel area…
Semiconductor Capacity: TSMC vs. Samsung
TrendForce expects foundries to continue posting strong financial performances in 1Q21, with a 20% YoY growth in the combined revenues of the top 10 foundries, while TSMC, Samsung, and UMC…
Semiconductor: Capacity Issue and Ranking
The semiconductor industry is notoriously slow when it comes to reacting to sudden increases in demand. It is facing a capacity issue but at the same time it is a…
Biometrics Update: Fingerprint and Facial Recognition
1. Fingerprint UBS’ base case suggests biometric payment cards total addressable market value of (1) >USD5B incremental revenues for banks globally per annual by 2026 “only” 15% biometric penetration in…
Apple LIDAR Demystified: SPAD, VCSEL, and Fusion…
Figure 1. Apple’s promotion of DTOF This article analyzes Apple’s LiDAR sensor and the technologies behind it. First, this article discusses the following: dToF principle, receiver (RX), illumination (TX), and…
Lithography Machines: ASML, Canon vs. Nikon
According to the announcements from ASML, Canon and Nikon, the global sales of lithography machines were 413 units in 2020, a YoY increase of 15%, and they were 95 units,…
Smartphone panel shipments: 1.9B units in 2020, YoY + 6%. Who is №1?
According to Sigmaintell, in 2020 the total shipment of global smartphone panel is 1.888B units, representing a YoY increase of 6%. BOE ranks as the world’s №1 panel manufacturer with…