NuAxiSemiconductor trade intelligence
IQE announces multi-year, high-volume strategic epiwafer supply agreement with Lumentum
What happened
IQE plc has signed a multi-year, high-volume epiwafer supply agreement with Lumentum for applications including 3D sensing and automotive LiDAR. This secures long-term demand for IQE's production capacity, locking in a major customer. Bullish: This agreement signals strong, sustained demand for specialized epiwafers, potentially tightening supply for other buyers and supporting pricing for IQE's output.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
EpiwafersVCSELLiDAR Components
IQE plcLumentum Holdings Inc
long-term-agreementdemand-commitment3D-sensingLiDAR
Source and time
Source: Semiconductor Today · 6/22/2022 · View original source
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