Demand for the iPhone 12 Pro has been so strong delivery lead time from manufacturers has had to be extended. And Apple is set to increase orders for VCSEL chips supporting the iPhone 12 Pro’s LiDAR scanner for immersive augmented reality (AR). The PC market has seen risk sales in the wake of the pandemic, but graphics card vendors may see shipments decline in fourth-quarter 2020, due partly to shortages of Nvidia’s GeForce RTX 30 series. And notebook components shortages continue to trouble Acer, whhich is able fufill only 30% of its orders.
LandMark Optoelectronics, a specialist for epitaxial wafers and VCSEL components, is expected to see its revenues hit new highs in two years in fourth-quarter 2020, after witnessing its sales rise 13.1% sequentially to NT$603 million (US$21.09 million) in the previous quarter, according to industry sources.The growth momentum will continue into the fourth quarter as the company just completed a capacity ramp project in September 2020 that doubled its capacity for backend processes, said the sources.
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