What Vertilite does

Vertilite Co., Ltd. is a Chinese designer and manufacturer of Vertical-Cavity Surface-Emitting Laser (VCSEL) chips and modules, founded in 2015 and headquartered in Changzhou, Jiangsu, with wholly-owned subsidiaries in Shanghai, Shenzhen, Taiwan (Hsinchu), South Korea (Seoul/Gyeonggi-do), the United States (San Jose), and Singapore. The company uses GaAs-based MOCVD epitaxial technology on 6-inch wafers to produce devices ranging from milliwatt-class single emitters to >10W high-power arrays across a wavelength range of 800–1064 nm, with proprietary innovations including AR-VCSEL (antireflective design with halved divergence and tripled brightness versus conventional extended-cavity VCSELs), multi-junction addressable VCSELs, and 2D addressable VCSELs for solid-state LiDAR. Vertilite has shipped over 250 million VCSELs with zero reported field failures as of June 2024.

Vertilite serves three primary verticals: consumer electronics (3D sensing, facial recognition for Alipay/WeChat Pay smart locks, proximity detection in TWS earbuds and smartphones), automotive electronics (LiDAR, driver and occupant monitoring systems compliant with Euro NCAP and European Commission regulations, IR illumination for ADAS), and datacom (850 nm VCSELs for data-center interconnects, including 4x50G and 4x100G PAM4 products). It holds IATF 16949:2016, ISO 9001, ISO 14001, ISO 45001, and QC080000 certifications.

The company generates revenue through direct enterprise sales of hardware (chips and modules), supplemented by strategic co-development partnerships — most notably with STMicroelectronics on the VL53L9 dToF 3D LiDAR module (announced September 2024, with sampling to key customers) and with SOSLab on the ML solid-state LiDAR (August 2022). Pricing is quote-based and not publicly disclosed. Go-to-market relies on direct enterprise field sales to Tier 1 smartphone manufacturers, automotive electronics companies, and data-center operators, combined with industry-event presence at CES, SPIE Photonics West, CIOE, and Laser World of Photonics. The company is privately held and venture-capital-backed, having raised over 100 million RMB across Series B (September 2018), Series B+ (January 2021), Series C (September 2021), and a 2024 round (~$42M USD) backed by the CDB Manufacturing Transformation and Upgrading Fund alongside strategic investors BYD, Hesai, Robosense, and DJI.

Name

Vertilite

Legal name

Vertilite Co., Ltd.

Website

https://vertilite.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

251–500 employees

Short description

Vertilite is a Chinese VCSEL chip and module manufacturer serving consumer electronics (smartphone 3D sensing, facial recognition), automotive (LiDAR, DMS/OMS), and datacom (high-speed optical interconnect) customers, with global subsidiaries and a co-developed flagship module with STMicroelectronics.

Ownership category

akta.pro rank

Product category

Semiconductor Laser Components

SIC

Semiconductors & Related Devices (3674)

akta.pro primary industry

Optoelectronic Emitters (LED/Laser/VCSEL) (HDAHALAL)

Keywords

• VCSEL chip manufacturing
• Semiconductor laser diodes
• Automotive LiDAR sensors
• 3D sensing modules
• Data center optics

Headquarters

HQ city

Changzhou

HQ country

China

HQ region

Asia

Offices7 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Technology or R&D, Supply Chain, Personnel, Operations, Infrastructure, Marketing or Sales

Revenue model

1. VCSEL Chips and Modules Sales: Vertilite generates revenue through the sale of VCSEL chips and related modules. Products range from lower-power (a few mW) single emitters to high-power arrays of >10W. The company offers custom packaging availability and provides comprehensive technical support services alongside product sales.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels5 records

Core offering

Vertilite designs, manufactures, and sells Vertical-Cavity Surface-Emitting Laser (VCSEL) chips and related modules for consumer electronics, automotive, and data center applications. Products span milliwatt single emitters to high-power arrays above 10W, with proprietary technologies such as AR-VCSEL and multi-junction addressable VCSELs. The company provides custom packaging and comprehensive technical support alongside its hardware sales.

Product overview

Vertilite provides high power and high speed VCSEL (vertical-cavity surface-emitting laser) chips and related modules of leading performance. The product portfolio spans three main application domains: Automotive (VCSEL for LiDAR, VCSEL for DMS/OMS, Multi-junction Addressable VCSEL, AR-VCSEL), Consumer Electronics (VCSEL for 3D Sensing, VCSEL for Facial Recognition, VCSEL for Proximity Detection), and Datacom (VCSEL for Data Center). Vertilite also collaborates with STMicroelectronics on the VL53L9 dToF 3D LiDAR Module. The company ships over 250 million VCSELs by June 2024 with zero field failures reported.

Differentiator

Problem solved

Functional benefit

Products and services

• VCSEL for LiDAR High-power VCSEL chips and arrays engineered for automotive LiDAR systems used in autonomous driving, obstacle avoidance, and robotics, offering superior performance and cost advantages versus LED and EEL alternatives.
• VCSEL for DMS/OMS VCSEL-based infrared illuminators for in-cabin driver monitoring and occupant monitoring systems, compliant with Euro NCAP standards and European Commission regulations, enabling Level-3 automated driving.
• VCSEL for 3D Sensing Near-infrared VCSELs enabling millimeter-level depth sensing for consumer devices including smartphone LiDAR cameras, AR/VR/MR headsets, and spatial information acquisition applications.
• VCSEL for Facial Recognition VCSEL emitters for structured-light and Time-of-Flight facial recognition payment systems (e.g., Alipay, WeChat Pay) and infrared illumination for smart lock devices.
• VCSEL for Proximity Detection Milliwatt-level VCSELs enabling small-form-factor, wide-range, reliable ear detection in TWS earbuds and proximity sensing under smartphone displays.
• VCSEL for Data Center 850nm wavelength VCSELs for high-speed short-range optical interconnects in data centers, supporting AI, machine learning, and 5G infrastructure applications with PAM4 modulation.
• AR-VCSEL (Antireflective VCSEL) Innovative antireflective VCSEL design featuring an AR light reservoir that achieves halved divergence and tripled brightness versus conventional extended-cavity VCSELs, enabling long-distance LiDAR with single-longitudinal-mode lasing.
• Multi-junction Addressable VCSEL High-peak-power, small-divergence multi-junction VCSEL arrays with individual pixel addressability for solid-state LiDAR, balancing high peak power with simplified LiDAR architectures.
• 2D Addressable VCSELs for Solid-State LiDAR Industry-first 2D addressable VCSELs that individually control pixels for solid-state LiDAR, enabling simplified LiDAR architecture with high resolution and wide field of view.
• VL53L9 dToF 3D LiDAR Module Direct Time-of-Flight (dToF) 3D LiDAR sensor module jointly developed with STMicroelectronics, integrating Vertilite VCSEL chips with on-chip dToF processing, ranging from 5cm to 10m, dual-scan flood illumination, and resolution up to 2,300 measurement points at 60 fps.

Quantifiable outcome

• Over 250 million VCSELs shipped with zero field failures by June 2024
• +4 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Three partnerships are on record, tiered flagship and core.

• STMicroelectronicsflagshipStrategic or Co-development Partner · 26 September 2024Vertilite and STMicroelectronics jointly developed the VL53L9 dToF 3D LiDAR sensor module. ST introduced this ready-to-use, low-power module at MWC Barcelona 2024. Vertilite serves as strategic VCSEL partner, with customized VCSEL solution entering pre-mass production phase. The module achieves ranging from 5cm to 10m and integrates dual-scan flood illumination.
• LONGERAY (Changzhou LONGERAY Semiconductor Technology Co., Ltd.)coreTechnology or Integration · 26 September 2024LONGERAY and STMicroelectronics collaborated extensively on VCSEL chips for the VL53L9 dToF sensor. LONGERAY developed custom VCSEL products for ST with high photoelectric conversion efficiency, high temperature stability, and high consistency in mass production. Note: LONGERAY appears to be a related entity, possibly same as or affiliated with Vertilite.
• SOSLabcoreStrategic or Co-development Partner · 14 August 2022SOSLab collaborated with Vertilite to develop ML (Mobility LiDAR) solid-state LiDAR with 180-degree wide-angle and long-range measuring performance. Vertilite provided multi-junction addressable VCSELs that achieve high performance with a simple structure and balance high-peak power with small divergence angle.

Scale indicators5 records

Recent moves12 records

Expansion highlights6 records

Direct peers

• Lumentum Holdings: Global leader in VCSEL and edge-emitting laser chips for 3D sensing, automotive LiDAR, and datacom. Directly comparable to Vertilite across all three of its core verticals with broader scale and longer-standing Tier 1 relationships.
• Coherent Corp (formerly II-VI): Vertically integrated compound-semiconductor manufacturer producing VCSELs for 3D sensing, automotive, and datacom applications. Direct competitor with broader portfolio spanning materials, lasers, and networking.
• ams OSRAM: Major supplier of VCSEL and EEL components for consumer 3D sensing and automotive LiDAR/illumination. Directly comparable end-market exposure with deeper automotive OEM entrenchment in Europe.
• Trumpf Photonic Components: Manufacturer of VCSEL chips and arrays for consumer sensing, automotive LiDAR, and industrial applications. Closely comparable in product focus and customer overlap, particularly in European automotive.

Broad incumbents

• Broadcom: Incumbent supplier of optical components including VCSELs for datacom transceivers and consumer 3D sensing, embedded within a much larger semiconductor portfolio. Overlaps with Vertilite's datacom and consumer lines.

Emerging players

• M/A-COM Technology Solutions (MACOM): Supplier of optoelectronic components including VCSELs for datacom and sensing. Comparable technology base with growing focus on high-speed optical interconnect, partially overlapping Vertilite's 4x100G PAM4 roadmap.
• Bandwidth10: Developer of VCSEL technology for 3D sensing and optical communication with a strong IP portfolio in tunable and high-speed VCSELs. Niche but technically adjacent peer in the same component category.
• Alight Technologies: European VCSEL specialist focused on 3D sensing and time-of-flight applications. Comparable product category with a similar focus on consumer and industrial depth-sensing markets.

Regional players

• Santec: Japanese photonics company with VCSEL and laser-diode offerings for sensing and communication. Regionally focused peer addressing similar applications from a Japan-centric customer base.

Others

• Finisar (now part of Coherent/II-VI): Legacy VCSEL and optical-component manufacturer whose assets were absorbed into Coherent. Included as a historical reference for the VCSEL market structure Vertilite is challenging.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/vertilite-inc

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries6 records

Funding overview

Funding rounds8 records

Investors15 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Vertilite