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Watching Lumentum, Traders Earlier Circulated Analyst Ming-Chi Kuo Tweet, “Sony will replace Lumentum/Win Semi as the exclusive ToF VCSEL supplier for iPhone 15 Pro and Pro Max. Lumentum/Win Semi will face long-term structural risks in the VCSEL market…

https://twitter.com/mingchikuo/status/1629155411382370307 (1/7) Sony will replace Lumentum (design) / Win Semi (production) as the exclusive ToF VCSEL supplier for iPhone 15 Pro and Pro Max. Lumentum/Win Semi will face

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