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| Several of Apple's recent product launches feature the VCSEL-based 'Face ID' security technology, which works using depth profiling by an array of infrared laser emitters. It appears that Apple has suddenly cut its production ramp of some devices, reducing its need for VCSEL arrays dramatically. As the key provider of that technology so far, Lumentum has been hit particularly hard, its stock price falling by around 30% following the company's November 12 profit warning. Photo: Apple. |
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