Now, analyst Ming-Chi Kuo believes Apple will improve this scanner by replacing Lumentum and WIN Semi with Sony as the exclusive supplier for the ToF VCSEL for the upcoming iPhone 15 Pro models.

Both products will be showcased in live demonstrations at the 2025 Optical Fiber Communications Conference and Exhibition (OFC) at Lumentum Booth #2119 in San Francisco, California, April 1-3.

This has prompted the investment firm to initiate coverage of both Coherent (NYSE:COHR) and Lumentum Holdings (NASDAQ ... in ...

Shares of Coherent and Lumentum rose after Raymond James upgraded both stocks, citing an expectation of heightened demand for the companies' products amid the ongoing artificial-intelligence boom.

Features Lumentum’s integrated DFB-MZI solution that leverages differentiated InP technology, offering performance advantages over silicon photonics architectures to support next-generation AI ...