raysea · global vcsel market for datacom is expected to reach 10 billion dollar. automotive vcsel...

睿熙科技RaySea

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RaySea

Overview

VCSEL device introduction

VCSEL market and application

VCSEL industry history

RaySea introduction and products


RaySeaVCSEL Device Introduction

Lattice constant (Angstroms)

Challenges

✓ High carrier density✓ High Mechanical stress✓ High photon density

Reliability

Wavelength

(nm)

Substrate

material

Active Region

materialAppl ication Advantage Unique Chal lenges

850 GaAs GaAsDatacom,

Consumer

Low fiber absorption window,

high detector efficiencyHigh speed modulation

940 GaAs InGaAs Consumer low sunlight emissionArray uniformiay, thermal

management

1310 InP or GaAsInGaAs or InAlGaAs

or InGaAsN

Datacom,

Consumer

Low fiber absorption window;

transparent through display

New material system, DBR

design

VCSEL cross section


RaySeaVCSEL Compared with EEL & LED

*Source: VCSEL proliferation-PhotonicsWest2007，Jim Tatum

Ultra-low power consumption

Narrow emission spectra

Good beam quality

✓ Wafer probe testing ✓ High speed modulation

Other advantages

✓ 2-dimensional array✓ Vertical stack integration

VCSEL

LED

EEL

VCSEL

LED

EEL


RaySeaReview of VCSEL applications

2005 2015 2017

Embedded optics High speed IC

Data center

Datacom HDMI/USB

3D RecognitionHeatingLaser mice

Motion

High performance computer

1995

Sensing

Atomic clock

Gas

Optical Connection

1/2 G 10G/40 G(4x10G) 25/100G(4x25G) 56G(PAM4)/400G

COB

IR Source

QSFP+SR4

Avago

IBM


RaySea

Datacom/Cloud computingGlobal VCSEL market for datacom is expected to reach 10 billion dollar.

AutomotiveVCSEL will be widely used in sensing and communication in auto-pilot cars. By 2030, Lidar usage will exceed 300 million.

3D SensingVCSEL is key device in 3D sensing applications for consumer electronics. By 2020, VCSEL market for smartphones is expected to reach $2B.

IoTVCSEL is key sensing device forIoT. By 2025, billions of portswill be connected in IoT. Globalmarket for IoT is expected toexceed 30 trillion dollar.

In AI world, VCSEL is becoming a critical role in data collection and communication.

VCSEL is key device in AI world


RaySea

VCSEL in Datacom

（25G）VCSEL chipdeveloped by Raysea

VCSEL based optical module comprises 90% of optical connection in data

centers.

下一代大数据中心

QSFP+SR4

100G AOC

VCSEL based AOC will replace copper cable and expected high

demand increase.

➢ Global hyperscale data centers is expected to reach 485 by 2020.

➢ CAGR for Optical module market is expected to reach 18% in the next 5 years. Market value to reach 6 billion USD by 2022.


RaySea

VCSEL Applications for Datacom

➢ PAM4 (4-level Pulse Amplitude Modulation): high-speed

signal transmission technology for the next generation of

data center; Transfer twice information of NRZ.

➢ CAGR of 13% from 2016 to 2021 for data center increase

25G VCSEL/PAM4 become mainstream

338386

448

509

570628

27%

32%

38%

44%48%

53%

0%

10%

20%

30%

40%

50%

60%

0

100

200

300

400

500

600

700

2016 2017 2018 2019 2020 2021

Hyp

ersc

ale

Dat

a C

ente

rsH

ype

rsca

le D

ata

Cen

ters Sh

are of D

ata Cen

ter Servers (In

stlledB

ase)

*Source: Clsco Global Cloud Index, 2016-2021


RaySea

VCSEL Applications in Consumer Electronics

Face recognition

Augmented Reality Monitor camera

Virtual RealityDrone obstacle

avoidance

Vacuum sweeper


RaySea

VCSEL Applications for Automotive

➢ VCSEL is key component for in-cabin 3D sensing; penetrating rapidly into far-reach Lidar system

VISON TOMORROW

Rare and Side CameraPark Assist

Cross-Traffic AlertJunction Assist

Mirror Replacement In-CabinIR & 3D Camera

Driver MonitoringPresence detectionGesture recognition

Surround CameraParking Assist

Cross-Traffic AlertJunction Assist

Forward CameraSingle & Stereo

Adaptive Cruise ControlAutomatic Emergency Breaking

Forward Collision WarningLane Keep Assist

Adaptive Front Light ControlTraffic Sign Recognition


RaySea

VCSEL Forecast in 3D sensing

➢ 37.7% CAGR from 2017 to 2022

2011-2012 market forecast 3D imaging & Sensing devices

* Source: 3D Imaging & Sensing 2017 report, April 2017, Yole Development)

Year

Rvv

enu

e($

B)

2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 20220

1

2

3

4

5

6

7

8

9

10 Consumer Transport Medical Industry/Commercial Scientific/Defense/Space

InfineonPMD

Sony Softkinetic


RaySea

10+ more VCSEL new entrants

VCSEL Industry History

Emcore

Honeywell(Finisar)

JDSU

AvagoCoretek

Infineon

Bandwidth9

PicoLight

Avalon Photonics

Princeton

II-VI（Oclaro）

Philips /ULM

VTERA Technology

GigaComm

Optowell

Vichel

Optoway

PROWTech

Cielo Communications

……

1990s-2001 2008-2009 2017

RaySeaDatacom

Consumer electronics

Bubble era for datacom. Many new entrants，

Only few companies survived

New entrants

Another VCSEL hype

Core design teams from top tier VCSEL chip manufacturers

FinisarJDSU

EmcoreAvagoII-VI

Philips / ULMPrinceton

AvagoFinisar

Sumitomo(Emcore)

Lumentum（JDSU）Princeton Optronics

Philips/ULMII-VI

Datacom

Consumer electronics


RaySea

Raysea - VCSEL Provider with Leading Technology

➢ Core team have 20+yrs VCSEL mass production experience

➢ Products cover consumer electronics, data communications and automotive applications

➢ Most reliable and high capacity foundries resources in the industry

USA

Silicon valley: R&D center

China

Hang Zhou：Marketing & engineering support center

Ning Bo： Testing and Reliability center

Shen Zhen: Customer Support Center

Taiwan

Supply chain management and foundry onsite support


RaySeaRaySea Product Milestones

2017.09

Establishedin Ningbo

2017.10 2018.04 2018.07 2018.08

2017.10

1st gen. VCSEL released, reaching top performance in China

2017.12 2018.03 2018.06

US R&D center set up

Quality control center set up

ISO 9001 certification

Closed series A fund

2nd gen. VCSEL for structured light . Top level performance in industry

3rd gen. VCSEL for structured light /TOF ready for mass production

Introduce 25G VCSEL/PD for data communication

Introduce high power VCSEL for TOF application

2018.08


RaySea

World-class VCSEL Design Capabilities

➢Device and thermal modeling

➢Design optimization using feedback from functional and reliability test results

VCSEL Laser modeling Thermal model analysis of chip design and packaging

Heat distribution Heat flow distribution


RaySea

RaySea product iterations & performance improvement

2017-10 2018-01 2018-03 2018-08 2018-06 2018-08 2018-11 2019-04

Structured Light VCSEL ToF VCSEL (3W)

▪ PCE▪Uniformity

▪High Power▪Overtemperature performance

25C 50C45

50

40

35

20

25

30

G3G2_Run1 G2_Run2G1_Run2

PC

E(%

)

45

50

40

35

20

25

30

G4G2 G3G1

PC

E(%

)


RaySeaRaySea 4th Gen VCSEL for Structured Light Application

Average PCE across wafer > 46% Excellent beam quality & uniformity

2.42.0

4.03.63.22.8

52%

48%

44%

40%

36%

32%


RaySea

Excellent Mass Production Capability

Wafer 6 Wafer 8 Wafer 9

➢ Wafer mapping (Power) for 10 wafers of total ~120K chips (3 W TOF)

Wafer 1 Wafer 2 Wafer 3 Wafer 4 Wafer 5

Wafer 7 Wafer 10

2.42.0

4.03.63.22.8

4.03.63.22.82.4

2.0


RaySea

Depth image & point cloud----Using 3D camera with RaySea VCSEL

Actual object Point cloud Depth image

*Source: from Raysea’s business partner Angstrong

*Source: from Raysea’s business partner RGBDsense


RaySea

RaySea is selected VCSEL partner for 1st 5G SoC platform,3D module reference Design

*Test conditions: at suggested bias current, pulsed operation with duty cycle = 1%

Chip

➢ ~97% of the chips’ PCE are distributed from 49% to 51%

PCE vs Current Curve

Module

18.4

41.5

48.1 49.9 50.1 48.7 47.7

0

10

20

30

40

50

60

0 0.2 0.4 0.6 0.8 1 1.2 1.4

PC

E(%

)

Current(A)

96.9%

3.1%

40 44 48 52Pe

rce

nta

ge

PCE distribution at 1A PCE wafer mapping

2.42.0

4.03.63.22.8

524846444240


RaySea

VCSEL market has rapid growth in next decade

RaySea VCSEL performance for 3D application excels in

industry

RaySea is poised for mass production with globally leading

technology and most reliable foundry resources

Summary


RaySea

Thank you

[email protected]

+86-574-62828223

raysea · global vcsel market for datacom is expected to reach 10 billion dollar. automotive vcsel...

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