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A new wave of knockout chips will be released

With Apples iPhone 5s taking the lead in importing fingerprint recognition functions, it has gradually become the standard specification for smart phones. The chip market has also quickly fallen into the price of the Red Sea. Not only has the price dropped below US$2, but many companies have recently lost the US$1.5 mark. In addition to AuthenTec, which has been acquired by Apple, including Swedish FPC, American Synaptics, MediaTek‘s Huiding, and Aegis, Duntai, Elan and Mindray, and other violent races, coupled with QUALCOMM, With the severe cost test and the continuous expansion of domestic mobile phone power, a new wave of knockouts in the fingerprint identification chip market will appear.
Supply chain operators said that various biometric technologies have become the focus of the mobile phone industry. Among them, fingerprint identification technology is low cost and convenient to use, and Apple is the first to introduce, the development pace and market penetration rate is far more than the iris, voice and other technologies. Attracting chips from Europe and the United States and other cross-strait manufacturers have been rushing forward. At present, there are more than 20 chip factories that grab mobile phone fingerprint identification cakes, except for AuthenTec bought by Apple, including Swedish FPC, Synaptics, Huiding, Aegis, and Dundee. Thai, Elan, and so on.
However, the global fingerprint identification chip market quickly entered the price war, the 2016 offer has fallen below 2 US dollars, in the first half of 2017, many of the industry’s quotations have fallen below the $ 1.5 mark, even the leading company FPC performance is not as expected, fingerprint identification chip market The first wave of knockouts is being played.
The supply chain industry pointed out that as the narrow-frame full screen gradually became the mainstream design of mobile phones and accelerated the development of fingerprint identification technology, Samsung Electronics" target="_blank">Electronics (SAMSUNG ELECTRONICS) Galaxy S8 changed the fingerprint identification chip module to the camera behind the lens to cater to the full-screen design. However, consumers are more likely to mistake their fingers on the lens and use it inconveniently. This design may become a transitional specification.
At present, the optimistic mainstream specifications of the new generation will be the under glass fingerprint identification technology that the new iPhone may adopt, and become the focus of the factory‘s rushing layout. Who can take the lead in overcoming the technical bottleneck, yield and cost, and can fingerprint Identify the chip market to win a new wave of reshuffle.
The industry expects chip makers to have a place in the non-Ping mobile phone market, must master the orders of China‘s first-tier manufacturers, facing China’s mobile phone manufacturers including Huawei, Oppo, Vivo has entered the top 5 mobile phone market, and there are 7 China The mobile phone factory has squeezed into the top 10 in the world. In total, China’s mobile phone brand has shipped 629 million pieces annually, surpassing Samsung’s and Apple’s total of 519 million. It is expected that China’s mobile phone brand will have a global 50% territory in 2017, mastering Chinese mobile phones. Orders will be the key.
Therefore, Huiding, Aegis and Duntai, which have good relations with domestic mobile phone manufacturers, are expected to break out in the battlefield of the new generation fingerprint identification chip. Among them, Aegis not only has orders for Samsung A, J, C series fingerprint identification chips, but also orders for MOTOROLA from Lenovo. In 2017, it accounted for about 20% of the total shipments. In addition, there are still Chinese mobile phone customers who are opening the case and Japanese. Customers expand their combat power, and Aegis’s subsequent operational growth momentum is strong.
The industry expects that Aegis and Huiding will continue to suppress the FPC and other rival groups in Sweden, and it is expected that the fingerprint identification chip market will enter a new battle in the fourth quarter, and the overall situation is more intense than the previous wave of price wars.
It is worth noting that Qualcomm, the leader in mobile phone platform, is also rushing to grab the fingerprint identification market, not only to expand the platform layout, but also to help mobile phone brand customers develop differentiated products. Recently, Vivo will showcase Qualcomm’s new generation of ultrasonic fingerprint identification solutions. The product.
The supply chain industry believes that the cost of the solution launched by Qualcomm is still high, and the technical problems are to be overcome, but Qualcomm has the advantage of processor shipment and patent. If Qualcomm solves the problem of yield and performance, and provides a complete platform tying strategy. The company’s own fingerprint identification products will become the main competitors such as Huiding and Aegis. The global fingerprint identification chip will be more chaotic.

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