iPhone supplier sees increasing Face ID orders ahead of new devices

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Face ID attention awareness
Face ID can now recognize a second person.
Photo: Ste Smith/Cult of Mac

One of Apple’s manufacturing partners is enjoying a sizable boost in revenue off the back of increased orders for Face ID components.

Lumentum’s vertical-cavity-surface-emitting laser (VCSEL), a key component of the flood illuminator and dot projector inside iPhone X, is in high demand as Apple prepares its next-generation iPhone and iPad lineups for a fall debut.

Apple 3D sensor supplier will make bank off 2018 iPhones

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VCSEL
The laser in the iPhone X's Face ID could one day transform the speed of broadband.
Photo: Ste Smith/Cult of Mac

The 2018 iPhone lineup could have the same 3D technology as the current flagship handset iPhone X, according to an investment bank encouraging clients to buy stock in the components company.

Piper Jaffray says stock in the manufacturer Lumentum is a good buy and predicts strong growth in the second half of 2018 because of the demand for 3D components. Lumentum (listed as LITE) supplied Apple with the parts to power the iPhone X’s Face ID feature.