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