GaAs IC foundries Win Semiconductors and Advanced Wireless Semiconductor Company (AWSC), and GaAs epi-wafer supplier Visual Photonics Epitaxy Company (VPEC) are all poised to log significant revenue gains in the second half of 2021, buoyed by demand for the upcoming iPhones and Wi-Fi 6E related applications, according to industry sources.
The new Wi-Fi 6E standard, is in fact, identical to Wi-Fi 6, which is available since the iPhone 11. Here, “E” stands for “Extended,” which means Wi-Fi 6 is extended to the 6 GHz band.
According to a TP-Link blog post, “6 GHz is the new frequency band ranging from 5.925 GHz to 7.125 GHz, allowing up to 1,200 MHz of additional spectrum. (…) Access to the 6 GHz frequency brings more bandwidth, faster speeds, and lower latency, opening up resources for future innovations like AR/VR, 8K streaming, and more.”
DigiTimes says Qualcomm, Broadcom, and MediaTek are commercializing the production of Wi-Fi 6E core chips, which have to be paired with RF front-end modules. The story also corroborates what leaker DylanDkt posted this week that only the Pro models will feature the LiDAR Scanner:
As new iPhones will continue to adopt 3D face ID sensors for general models and ToF LiDAR scanners for Pro series, the three GaAS players will also see their third-quarter revenues further bolstered by VCSEL chips demand for the sensing solutions, the sources said.
Apart from that, the iPhone 13 is expected to feature four new models with a smaller notch, the A15 chip, and new camera sensors. If you want to learn more about the iPhone 13 lineup and what it might feature, check our guide here.
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