[Click e-Stock] "QSI Pursues Localization of Core Components for Robotic Perception"

On January 19, independent research firm GL Research analyzed that QSI is pursuing the localization and vertical integration of the "vertical-cavity surface-emitting laser (VCSEL)," a core component for building robotic perception capabilities. No investment opinion or target price was provided.

Park Changyoon, a researcher at GL Research, introduced QSI as an optoelectronic semiconductor company specializing in the development of laser diode (LD)-based light sources and modules. He added, "Leveraging its capability to supply a wide variety of customized products, QSI has secured a global customer base in various applications such as industrial sensors, robotics, and printers."

Researcher Park stated, "With the recent spread of physical AI, QSI has momentum for the localization of VCSEL, a core component for robotic perception." He explained, "VCSELs are implemented in single and multi-junction structures at wavelengths of 940, 850, and 795 nm."

He further noted, "The application range is expanding to include smartphone 3D sensing and Face ID, automotive LiDAR, in-vehicle sensors, as well as industrial precision sensing and heating."

Researcher Park analyzed, "The core of QSI's technology lies in realizing multi-junction VCSELs with eight or more junctions (8J) in the 940 nm band, and developing high-power, multi-channel (56 to 64 channels or more) VCSEL array light sources based on this."

He added, "By optimizing multi-junction and tunnel junction design and the resonator structure, QSI achieves a low divergence angle and advances its technology to simultaneously satisfy high output and beam quality. The company is directly targeting the specifications of Flash LiDAR light sources for robots, which feature optical characteristics favorable for precise 3D perception and enable long-range, high-resolution implementation."

He explained, "The national project development process follows a structure of securing VCSEL light source specifications, then connecting to LiDAR module performance, and finally proceeding to mass-production packaging and reliability verification." He predicted, "As development progresses accumulate, QSI's positioning within the robotic sensor value chain will gradually be strengthened."