Thanks Oz!

Page 9 has an interesting article titled "Faces Light Up over VCSEL Prospects".

In it II-VI states

In 2016, II-VI acquired epitaxial growth and device fabrication capabilities on 6-inch gallium arsenide (GaAs) wafer platforms, transferring, developing, scaling and qualifying VCSEL manufacturing processes and products in these new manufacturing lines. "As a result, II-VI is today the only vertically integrated 6-inch [wafer] VCSEL manufacturer," Lourie says. "In the second half of 2017, II-VI significantly ramped up manufacturing of VCSELs for 3D sensing using these 6-inch manufacturing lines."

Are they the only vertically integrated 6-inch (wafer) VCSEL manufacturer?

Also stated in the article.....

"the late-2017 news that Apple had placed guaranteed orders enabling Sunnyvale-based Finisar to scale its VCSEL production confirmed the Californian company’s key position in the supply chain."

"Tagliavini says that Ulm, Germany, headquartered Philips Photonics may also have a small share of the iPhone X market."

"The analyst notes that Finisar didn’t report significant earnings from high-power VCSEL arrays for sensing in the quarter ended July 2017, due to a change in its processes expected to drive production of next-generation sensors. The December announcement that Apple would spend $390 million on Finisar’s VCSELs clarified the relationship, and as a result Finisar will refit a former Texas Instruments silicon semiconductor fab in Sherman to GaAs wafer processing."