Last year before Apple (NASDAQ: AAPL) launched the iPhone X, Rosenblatt analyst Jun Zhang argued that the iPhone maker could enjoy a yearslong lead in 3D sensing, thanks in part to Apple locking down much of the supply of vertical-cavity surface-emitting lasers (VCSELs). The VCSEL industry needs to dramatically ramp overall production capacity before it can accommodate the volumes of the broader smartphone market, and rival smartphone makers aren't expected to be able to implement 3D solutions at scale for some time.