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近年來，隨著智能化以及工業(yè)化的爆發(fā)式發(fā)展，傳感器
迎來了巨大的發(fā)展風(fēng)口，在此背景之下，ams則緊抓市場的機(jī)遇，發(fā)展迅猛，原有的晶圓以及封裝廠已遠(yuǎn)不能滿足市場的需求，遂開啟了擴(kuò)張發(fā)展之路。據(jù)了解，ams將產(chǎn)品和解決方案細(xì)分為成像、光學(xué)、音頻以及環(huán)境四大部分，應(yīng)用市場更是涉及消費(fèi)、通訊、工業(yè)、醫(yī)療以及汽車等多個(gè)科技領(lǐng)域。
2017年，ams總收入高達(dá)10.6億歐元，同比增長93%，其中消費(fèi)與通信市場占比69%，汽車、工業(yè)以及醫(yī)療市場占比31%，創(chuàng)下了歷史新紀(jì)錄。此外，ams在如今的3D傳感器領(lǐng)域也進(jìn)行了大規(guī)模擴(kuò)張，領(lǐng)先的VCSEL技術(shù)將成為ams立足3D傳感器市場的主要優(yōu)勢，預(yù)計(jì)2019年開始的內(nèi)部制造將進(jìn)一步推動(dòng)差異化。
ams CEO Alexander Everke表示：“在擴(kuò)張過程中，ams收購了很多企業(yè)，但是收購的關(guān)注點(diǎn)主要聚焦于企業(yè)的技術(shù)，而非短期的利潤，這也是企業(yè)長遠(yuǎn)的戰(zhàn)略考量?！?
ams CEO Alexander Everke
可以看到，iPhoneX的面部識別功能讓業(yè)界認(rèn)識到了3D傳感器的強(qiáng)大，但是這僅僅是一個(gè)開始。據(jù)Alexander Everke介紹，3D光譜傳感的應(yīng)用場景很多，除了目前在移動(dòng)計(jì)算領(lǐng)域的占位監(jiān)測和個(gè)性化、手勢識別以及智能照明應(yīng)用之外，它在工業(yè)應(yīng)用場景中也能發(fā)揮很大的作用，包括3D位置傳感，自動(dòng)化機(jī)器人和模式識別等一些新型的應(yīng)用場景。此外，未來的一個(gè)發(fā)展趨勢就是智能家居和物聯(lián)網(wǎng)領(lǐng)域的應(yīng)用，包括臉部識別等，這個(gè)應(yīng)用還包括了光譜感應(yīng)、3D感應(yīng)和音頻。
對于3D傳感的未來，Alexander Everke也比較看好，他認(rèn)為未來3D傳感在汽車行業(yè)領(lǐng)域的應(yīng)用將會(huì)在市場規(guī)模方面排第二，僅次于移動(dòng)領(lǐng)域。它可以用于各種各樣的3D雷達(dá)中，應(yīng)用于駕駛員識別、駕駛員智能手勢領(lǐng)域?？梢灶A(yù)測，至2022年，3D消費(fèi)市場規(guī)模將達(dá)到60億美元。3D影像的應(yīng)用包括3D建模、增強(qiáng)現(xiàn)實(shí)、虛擬現(xiàn)實(shí)，高端的手勢識別、面部識別、智能家居和各種游戲應(yīng)用等，而ams也會(huì)抓住此次機(jī)遇，持續(xù)為市場帶來高性能和廣泛的多樣性產(chǎn)品。
除了產(chǎn)品以外，ams的解決方案分布也非常廣泛。在光學(xué)領(lǐng)域，除了3D傳感之外，ams還推出了真彩XYZ傳感、光譜傳感、飛行時(shí)間以及生物傳感等技術(shù);在成像方面，ams擁有CMOS成像、VCSEL、光學(xué)封裝以及3D成像解決方案和軟件;在音頻領(lǐng)域，ams更是利用POW：COM實(shí)現(xiàn)配件充電和通信以及MEMS的話筒接口;在環(huán)境方面，ams研發(fā)出了溫度、壓力、氣體、濕度等一系列傳感器，主要應(yīng)用于物聯(lián)網(wǎng)或者移動(dòng)市場。當(dāng)然，企業(yè)的發(fā)展也離不開創(chuàng)新，ams研發(fā)出的近紅外傳感器、弧形傳感器等新品，也都獲得了業(yè)界的一致好評。
同時(shí)，先進(jìn)工業(yè)以及汽車行業(yè)的傳感器市場也將成為ams關(guān)注、發(fā)展的重點(diǎn)，如工廠自動(dòng)化檢驗(yàn)、智慧城市、交通運(yùn)輸物流、航空業(yè)、生命科學(xué)以及農(nóng)業(yè)等。在談及安卓手機(jī)3D傳感器發(fā)展情況時(shí)，Alexander Everke則表示：“預(yù)計(jì)安卓手機(jī)3D傳感器能實(shí)現(xiàn)量產(chǎn)的時(shí)間在2019年左右，但在這段過渡期內(nèi)，部分安卓廠商也許會(huì)推出一些具有3D感應(yīng)功能的手機(jī)型號。”
關(guān)于中國市場的投入，ams大中華區(qū)銷售和市場副總裁陳平路表示：“我們會(huì)加大在中國市場的投入，以逐步加強(qiáng)我們本土整體解決方案的競爭力，甚至是非常核心的技術(shù)研發(fā)能力，我們相信ams將在中國市場迎來很大的發(fā)展?！?
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