Apple's inclusion of 3-D sensing in the iPhone X is good news for Himax, which could get business supplying 3-D sensing components to Samsung, Xiaomi and Huawei as they all look to equip their smartphones to match Apple, according to Northland's Tom Sepenzis. Qualcomm could also be a beneficiary.
You’ll recall Himax was a supplier to Alphabet's (GOOGL) Google for its ill-fated “Google Glass” headset. But things could be brighter this time around with a bunch of Android-based smartphone A.R. applications.
See the full story here: http://www.barrons.com/articles/himax-can-shine-as-android-copies-apples-augmented-reality-says-northland-1505329481