Thursday, January 18, 2018

ams Bets on 3D Sensing

SeekingAlpha publishes an analysis of the recent ams business moves:

"ams has assembled strong capabilities in 3D sensing - one of the strongest emerging new opportunities in semiconductors. 3D sensing can detect image patterns, distance, and shape, allowing for a wide range of uses, including facial recognition, augmented reality, machine vision, robotics, and LIDAR.

Although ams is not currently present in the software side, the company has recently begun investing in software development as a way to spur future adoption. Ams has also recently begun a collaboration with Sunny Optical, a leading Asian sensor manufacturer, to take advantage of Sunny's capabilities in module manufacturing.

At this point it remains to be seen how widely adopted 3D sensing will be; 3D sensing could become commonplace on all non-entry level iPhones in a short time and likewise could gain broader adoption in Android devices. What's more, there is the possibility of adding 3D sensing to other consumer devices like tablets, not to mention adding 3D sensing to the back of phones in future models.

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