Augmented reality (AR) in smartphones is already here. Apple (NASDAQ: AAPL) showed us last year that AR can be deployed in smartphones on a mass scale when it launched the iPhone X with ARKit, which lets the iPhone X unlock itself using facial recognition and use Animoji to create animated characters that mimic you.But such features wouldn't have been possible without Lumentum Holdings (NASDAQ: LITE) and its vertical-cavity surface-emitting laser (VCSEL) arrays.