With the expansion of fingerprint identification applications, the optical fingerprint identification industry chain has entered a take-off period, and the product supply chain is gradually taking shape. In addition, OLED panel manufacturers in China also began to introduce optical fingerprint technology in the process of mobile phone production.
once the technology is gradually mature and popular, the cost of optical and ultrasonic fingerprint identification schemes suitable for OLED will gradually decrease, and the penetration rate of optical fingerprint identification schemes will further increase.
according to IHS Markit data, the shipment of optical fingerprint identification modules is expected to exceed 9 million in 218; In 219, it will continue to maintain rapid growth, and the shipment volume is expected to exceed 175 million pieces.
By 221, the number will further exceed 28 million, thus creating a potential business opportunity for optical fingerprint sensors (CIS).
The industrial chain of optical fingerprint identification scheme is mainly divided into algorithms and chips (most importantly), CMOS (converting optical signals into electrical signals), Lens, optical filters and product packaging. Howell Technology, one of the major image sensor suppliers in China, has benefited from the rapid expansion of optical fingerprint identification industry.
At present, most smart phones sold in the market use optical fingerprint identification technology, while BOE, a panel manufacturer, has the largest number of patent applications, ranking first in China, while tianma microelectronics, Xinwei Technology and Oufei are also in the top five.
In order to make mobile phones topical, China mobile phone manufacturers took the lead in introducing off-screen fingerprint identification technology, and Xiaomi and vivo were the first mobile phone manufacturers to apply optical off-screen fingerprint identification technology on a large scale. Huawei started to carry off-screen fingerprint technology in Mate 2 Pro.
optical fingerprint identification industry chain:
algorithm chips: Synopsys, FPC, Samsung, Huiding, Siliwei, Fushi and Aegis.
Lens & Filter: Daliguang, Shunyu Optics, Yujingguang, Kanto Chenmei, Crystal Photoelectricity.
CMOS:SONY, Samsung, Hynix, Anson, Howe Technology.
module packaging: aofei technology, qiuti technology and Xinli international.
end customers: Huawei, OPPO, vivo, Xiaomi and Samsung.
according to the latest report of Tuo Tuo Industry Research Institute, a global market research organization, it is pointed out that the brand manufacturers such as vivo, Xiaomi, Huawei, OPPO and Samsung all extend the FOD fingerprint identification technology from flagship machine to mid-to high-end mobile phones, which in turn drives the market scale to increase and makes the price and cost of FOD technology drop rapidly.
It is estimated that the penetration rate of FOD fingerprint identification scheme including optical and ultrasonic waves may surpass the traditional capacitive scheme and become the mainstream fingerprint identification technology of smart phones in 222.
Off-screen fingerprint recognition and face recognition are both applications born out of the trend of full screen, especially after fingerprint recognition is transferred from on-screen to off-screen, it will no longer have any influence on the increase of screen proportion.
But just as capacitive fingerprint recognition can't replace password unlocking, the appearance of face recognition doesn't mean that the era of fingerprint recognition is over.