In 2019, the optical screen fingerprinting program became mainstream

According to the latest report of Tuoba Consulting (TrendForce), a global market research institute, the brands such as vivo, Xiaomi, Huawei, OPPO and Samsung all use FOD (Fingerprint on Display) fingerprint recognition technology from the flagship machine. The extension to mid- to high-end mobile phones will drive the market scale and make the price and cost of FOD technology decline rapidly. It is expected that the penetration rate of FOD fingerprinting solutions including optical and ultrasonic is expected to surpass the traditional capacitive solution in 2022 and become intelligent. The mainstream fingerprint recognition technology of mobile phones.

Chen Yanyin, an analyst at Jibang Consulting, pointed out that since the iPhone changed its Face ID technology, only the Android camp has been the only one in the smartphone fingerprinting market. In addition, although the mobile phone brands did not have the initial concern of the outside world, the strategy of ¡°discarding fingerprint recognition and changing face recognition¡± was adopted in all models. However, there are some brands in the market that are most sensitive to entry-level machines. In general, only the algorithm of ¡°face unlocking¡± is implemented, and the costly fingerprint recognition module is discarded. In fact, when using mobile payment, traditional digital or graphic unlocking is still required to ensure information security, but Such mobile phone products will erode part of the market share of capacitive fingerprint recognition.

Although the launch of Face ID once worried about the future development of fingerprint recognition related companies, with Synaptics and Goodix launching the optical FOD solution in 2018, in addition to the comprehensive screen design of compatible mobile phones, Costs are also more advantageous. Many mobile phone brand manufacturers are competing to introduce this technology. In addition, Samsung released the flagship model of Qualcomm ultrasonic FOD program in early 2019. Therefore, it is estimated that the technology of FOD technology will be equipped in 2019. The number of mobile phones will challenge 200 million, of which optical and ultrasonic solutions account for about 82% and 18% of the total FOD technology market respectively. Looking at the development of the overall mobile phone fingerprint identification market, if Apple does not plan to re-import fingerprint recognition technology in the future, then the penetration rate of mobile phone fingerprint recognition technology will have a chance to break through 70% by 2021.

At the same time, relevant companies are currently working on the development of FOD fingerprint recognition technology that can be applied to LCD screen mobile phones and with large area sensing capability. Since the above technology requires the fabrication of a sensor on a TFT glass substrate, unlike the current Silicon substrate, Jibang Consulting believes that such a technology shift will be for current major suppliers such as Goodix and Aegis (Egis). ), FPC and other companies have a certain impact, in contrast, display driver chip companies that already have panel-related technologies and deep supply chain relationships are expected to enter the fingerprint identification market.

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