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熟悉雷射領域的投資報告不多，特別是關注在元件層級及磊晶層級的研究機構更是屈指可數，這篇Edison Group的報告非常詳盡介紹了這一個領域的最新發展，也介紹了之前提過的長波長VCSEL、Diluted Nitride、MBE、英特磊以及IQE的動向，分享給大家!
"The shift to longer wavelengths has implications regarding the highly specialist equipment required for manufacturing VCSEL epiwafers. Typically VCSELs are manufactured using metal organic chemical vapor deposition (MOCVD) equipment from Aixtron (AIXA:ETR) or Veeco Instruments (VECO:US). This is because MOCVD is a relatively fast way of depositing the hundred different layers of compound semiconductor material forming a VCSEL. For example, IQE is currently using MOCVD reactors at its facility in Newport to provide high volumes of NIR VCSELs. However, the structures required for SWIR VCSELs require the greater control of deposition provided by molecular beam epitaxy (MBE) systems.
Wider adoption of MBE technology is clearly favourable for established equipment manufacturer Riber (see Edison research on Riber), which is the dominant supplier of MBE systems (Veeco has a much smaller market share). In April 2021 Riber announced that it had delivered the world’s largest MBE system to long-standing customer IntelliEPI (4971:) for VCSEL applications. This machine has capacity to grow up to eight 150mm wafers simultaneously and offers the possibility of transitioning to 200mm wafers. The new system will augment IntelliEPI’s installed base of 15 MBE systems, all from Riber. These MBE systems, including the new delivery, can be used for making NIR and potentially for SWIR VCSELs.
The transition is particularly favourable for epitaxy manufacturer IQE, which already has the largest installed base of MBE systems globally and many years of experience of the technology. IQE is in the process of consolidating its US MBE operations onto its North Carolina site where it has created a new Centre of Excellence for high volume MBE epitaxy to serve a wide range of photonics customers and technologies globally. These systems could potentially be used for SWIR VCSELs if the technology shifts to volume production."
雖然不懂英文 還是感謝A大這麼用心找資料 讚
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今年蘋果將光學雷達掃瞄儀（Lidar，簡稱光達)導入iPhone13中.其推出的暗黑科技-光達的關鍵零組件VCSEL（面射型雷射）係由美商Lumentum（魯門特姆）獨家提供，而該公司背後的磊晶供應商正是IET-KY(4971)。年初英特磊買進全球最大的磊晶生產設備生產VCSEL並洽特定公司簽訂供貨長約.至此總算釐清了原由......原來英特磊獨吞了iPhone13光達的關鍵零件.難怪大股東從英特磊除息後.默默的不停吃貨.持有一千張以上的大戶.更從1個人變為2個人.而我卻在英特磊除息前賣光了54張持股............(難道....我變成了傳說中的韭菜了嘛QQ
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