What is the expected timing for the demand for 6G amplifiers to materialize 
ieve that indium phosphide is one of the two technologies. It's probably the best technology that we'll be counting on for 6G amplifiers.
So, this is an effort we have to focus on that. Of course, it's going to happen six, seven years from now, whenever that will take place, but we need to start now. And so, it's a very important investment for us. Again, it goes across multiple markets, multiple applications leveraging our wafer fabs to reach a scale, unique, probably, hopefully, the largest in the world.
Operator
Next question is from Richard Shannon from Craig-Hallum. Your line is now open.
Richard Shannon -- Craig-Hallum Capital Group -- Analyst
Hi, guys. Thanks for taking my questions. I guess mine is on 3D sensing and the VCSEL raise. I think you are talking about some investments here, both in capacity and R&D, and kind of implying a growth track here.
I think most people see that in longer-term, but I want to get your sense of how soon you're seeing that picking up and in what applications, are you seeing an immediate one to mobile? And to what period, what timing do you see in other applications like automotive as an example.
Giovanni Barbarossa -- Chief Strategy Officer and the President of the Compound Semiconductor Segment
Hey, Richard, thanks. This is Giovanni. Thanks for your questions. So, I want to make sure that we don't get confused.
I did talk about incremental opportunity. This is unrelated to VCSEL's. So, I think I want to make sure that it is the case. And we have several applications that we are trying to target across multiple markets again.
And we just need to get ready for the demand to come as I mentioned to Ananda, maybe three quarters from now, we'll see the effect of those investments materializing.
Operator
Next question is from Mark Miller from Benchmark Company. You may ask your question.
Mark Miller -- The Benchmark Company -- Analyst
You indicated that new products helped boost your margins. And I'm just wondering in terms of the existing backlog, how does that margin profile compare to what you've been posting in recent margins?
Mary Jane Raymond -- Chief Financial Officer
I would say that the backlog is generally positive to margins. I don't take that as 200 basis points. But I would say, as a general matter, especially if you think about most of the supply chain effects being on the ROADM side, it's probably contributory to the positive a little bit on margins. But again, it's not an enormous number, but more skewing in that direction than not.
Operator
Next is from Amanda Scarnati from Citi. You may ask your question.
Amanda Scarnati -- Citi -- Analyst
Good morning. Can we just talk a little bit about the new silicon carbide deal that was announced yesterday? Can you maybe size what this looks like or give a little bit more detail on the opportunity there and other opportunities that you're starting to see within silicon carbide?
Chuck Mattera -- Chief Executive Officer
OK. Good morning, Amanda. It's another example of our ability both to market and position ourselves into what we think will be a large and growing supply chain. They've gone through a usual process of evaluating a number of suppliers.
And we understand from the feedback that we received on our 150-millimeter substrates that we're best-in-class. And so, we believe that on the basis of performance and scale that we're putting in place and our absolute determination to serve the market at multiple levels of integration that customers have come to us to be able to generate a long-term and secure supply chain.
Operator
Next is from Simon Leopold from Raymond James. You may ask your question.
Simon Leopold -- Raymond James -- Analyst
Hi. Thanks for taking the question. I want to see if maybe you could drill down a little bit on the datacom trends. I think in the past, you've indicated roughly a 50-50 split between datacom and telecom and the communications, but it sounds like it's moving the other way.
And within this, if you could highlight the exposure to the hyperscalers, that sounds like an interesting trend I'd like t
ieve that indium phosphide is one of the two technologies. It's probably the best technology that we'll be counting on for 6G amplifiers.
So, this is an effort we have to focus on that. Of course, it's going to happen six, seven years from now, whenever that will take place, but we need to start now. And so, it's a very important investment for us. Again, it goes across multiple markets, multiple applications leveraging our wafer fabs to reach a scale, unique, probably, hopefully, the largest in the world.
Operator
Next question is from Richard Shannon from Craig-Hallum. Your line is now open.
Richard Shannon -- Craig-Hallum Capital Group -- Analyst
Hi, guys. Thanks for taking my questions. I guess mine is on 3D sensing and the VCSEL raise. I think you are talking about some investments here, both in capacity and R&D, and kind of implying a growth track here.
I think most people see that in longer-term, but I want to get your sense of how soon you're seeing that picking up and in what applications, are you seeing an immediate one to mobile? And to what period, what timing do you see in other applications like automotive as an example.
Giovanni Barbarossa -- Chief Strategy Officer and the President of the Compound Semiconductor Segment
Hey, Richard, thanks. This is Giovanni. Thanks for your questions. So, I want to make sure that we don't get confused.
I did talk about incremental opportunity. This is unrelated to VCSEL's. So, I think I want to make sure that it is the case. And we have several applications that we are trying to target across multiple markets again.
And we just need to get ready for the demand to come as I mentioned to Ananda, maybe three quarters from now, we'll see the effect of those investments materializing.
Operator
Next question is from Mark Miller from Benchmark Company. You may ask your question.
Mark Miller -- The Benchmark Company -- Analyst
You indicated that new products helped boost your margins. And I'm just wondering in terms of the existing backlog, how does that margin profile compare to what you've been posting in recent margins?
Mary Jane Raymond -- Chief Financial Officer
 I would say that the backlog is generally positive to margins. I don't take that as 200 basis points. But I would say, as a general matter, especially if you think about most of the supply chain effects being on the ROADM side, it's probably contributory to the positive a little bit on margins. But again, it's not an enormous number, but more skewing in that direction than not.
Operator
Next is from Amanda Scarnati from Citi. You may ask your question.
Amanda Scarnati -- Citi -- Analyst
Good morning. Can we just talk a little bit about the new silicon carbide deal that was announced yesterday? Can you maybe size what this looks like or give a little bit more detail on the opportunity there and other opportunities that you're starting to see within silicon carbide?
Chuck Mattera -- Chief Executive Officer
OK. Good morning, Amanda. It's another example of our ability both to market and position ourselves into what we think will be a large and growing supply chain. They've gone through a usual process of evaluating a number of suppliers.
And we understand from the feedback that we received on our 150-millimeter substrates that we're best-in-class. And so, we believe that on the basis of performance and scale that we're putting in place and our absolute determination to serve the market at multiple levels of integration that customers have come to us to be able to generate a long-term and secure supply chain.
Operator
Next is from Simon Leopold from Raymond James. You may ask your question.
Simon Leopold -- Raymond James -- Analyst
Hi. Thanks for taking the question. I want to see if maybe you could drill down a little bit on the datacom trends. I think in the past, you've indicated roughly a 50-50 split between datacom and telecom and the communications, but it sounds like it's moving the other way.
And within this, if you could highlight the exposure to the hyperscalers, that sounds like an interesting trend I'd like t