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Gene Munster: Apple Has Cornered The Market In VCSELs, Further Expanding Their AR Lead

Gene Munster: Apple Has Cornered The Market In VCSELs, Further Expanding Their AR Lead















Apple's stock has reason to trade 50% higher than its Friday price, Loup ... Gene Munster, a former top Wall Street tech analyst turned venture ... shares have risen more than 50% since his April prediction and more ... Italy expands its quarantine to the entire country as coronavirus cases and deaths surge.. Given Lumentum and other VCSEL suppliers continue to be capacity constrained, we believe Apple has once again secured the majority of all VCSELs produced in 2018, further expanding their lead in AR.. Gene Munster: Apple has cornered the market in VCSELs, further expanding their AR lead. Wednesday, August 8 ... 31, 2018 1 Comment. Golfshot's augmented reality feature Golfscape AR is now available for all iOS users of the Golfshot app ... Apple moves toward what could be its greatest victory. Thursday, February.... One analyst sees a bright future ahead for Apple Glasses... ... Apple has cornered the market in VCSELs, further expanding their AR lead.. Gene Munster, Andrew Murphy. Feb 12, 2019. Apple Makes a Change in AR Leadership. Apple has appointed longtime marketing leader Frank Casanova to Senior Director, ... Apple remains committed to AR but is likely not satisfied with its AR ... a world-facing VCSEL array on a future iPhone ( we expect in late 2020) will.... Gene Munster: Apple still well-positioned in AR, despite Finisar sale ... percentage of revenue today, we see the growing market for augmented reality, ... The increase in their VCSEL business should come as more smartphone ... Apple is going from three suppliers to two, which may mean more pricing...



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