More evidence of 3D sensor on iPhone 8 as Himax shares climb on supply rumors

  |   Tech News

KGI first reported that the iPhone 8 will be fitted with a 'revolutionary' 3D-sensing front camera, with multiple reports since that this will be used for augmented reality applications.

Barron's notes that the company's shares have climbed 56% this year based on expectations that it will be making '3D sensing components' for the iPhone 8, with Morgan Stanley's Charlie Chan explaining why Apple is believed to have chosen the company ...

Himax's wafer level optics (WLO) technology can further reduce the size and fit the 3D sensing in smartphones [...] We estimate that 3D sensing will contribute 20% of Himax's 2018 revenue, with better margins, and this would fill the vacuum of the company's AR smart glasses business (Google Glass or Microsoft HoloLen) before it takes off again in 2019.

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