During its FQ4 conference call this morning, Apple supplier Lumentum reported a huge increase in orders for 3D sensing laser components thought to be included in the upcoming iPhone 8 to enable advanced augmented reality features, as noted by analyst Gene Munster at LoupVentures. To be specific, the company has $200M in orders during the quarter up from just $5 million in revenue for the 3D sensing tech during the June quarter.

Based on the new info from Lumentum, Munster is predicting around 55m units of the next-gen iPhone models with the 3D sensing camera tech this year and capacity for around 160m next year:

more…