Sigmaintell expects the fingerprint recognition of the screen to accelerate to the mass production period. It is estimated that the worldwide screenprint of fingerprint chips will be increased to 42 million this year. Next year the worldwide fingerprint on the screen will become the standard for high quality products in smartphones. It is estimated that the global screen fingerprint shipments will be more than 100 million, legal entity optimistic, GIS-KY industry (6456-TW) focus on Apple, non-Ping mobile phone card position screen fingerprint identification business opportunities, will be the main growth momentum of the future to become.
Qunzhi Consulting pointed out that at the CES of this year in vivo the fingerprint mobile phone X20 Plus (fingerprint version) was first illuminated, that the user experience of fingerprints on the screen was gradually being accepted by consumers and that the supply chain for fingerprints meant the supplier and the model of the IC solution. Group factories, factories, panel factories and complete machine factories have increased their investment in screen fingerprints.
Qunzhi Consulting is of the opinion that after the technical adjustment in the first half of this year the current supply chain for fingerprints under the optical screen is relatively mature and that the costs of the module decrease. The traditional suppliers of fingerprint solutions can also use the fingerprint under the optical screen. Mass production will be sent at the end of this year.
Qunzhi Consulting pointed out that the technology and supply chain of the fingerprint scheme under the screen are, on the whole, relatively mature. According to the most recent data, it is estimated that the shipment of fingerprint chips under the global screen will be increased to 42 million this year, powered by the new Korean machine. Among them, the shipment of fingerprint chips under the ultrasonic fingerprint screen exceeded expectations.
Qunzhi Consulting said that from the perspective of the new machine released in the second half of this year, under the promotion of the main brand Vivo, more and more medium to large mobile phones are equipped with screen fingerprints. It is expected that worldwide screen fingerprints will be high-quality products for smartphones next year. By default, it is estimated that the global screenprint of fingerprint chips will exceed 100 million next year.
Tian Ming International analyst Guo Mingxi is also optimistic about the fact that the fingerprint under the screen is a very visible sector. It is estimated that the transmission of mobile phones with fingerprint recognition, including Samsung, OPPO, vivo and other screens next year by more than 500% increase, if supported by the Apple iPhone. Shipments will be worth 200 million euros and the operation of the name industry will benefit from this.
In the report, Guo Minghao estimates that GIS currently has a monthly capacity of 1 million to 2 million units, it is expected to expand to 4-6 million units in the second half of this year. In the case of better coating capacity, the current yield better than Ou Feiguang's. Estimated GIS will be the leading supplier of ultrasonic modules from Samsung next year.
Yecheng sent a small number of screen fingerprint identification modules last year. After a year of technical improvement, this year with a focus on Apple and non-Ping mobile phone manufacturers, mass production is expected to be shipped in the third quarter, based on the identification of fingerprints under the screen. At the moment, the market for mobile phones is being blocked and ultrasonic technology is being used. This is expected to become a new growth momentum in the future.