© Trendforce Analysis | August 31, 2018
In-display fingerprint sensors on the rise
Samsung will launch models with in-display fingerprint sensors, following Vivo, Huawei, Xiaomi, and OPPO, says TrendForce. The adoption by these major Android smartphones has constantly increased the penetration of in-display fingerprint technologies, among which ultrasonic and optical fingerprint sensing have made considerable breakthroughs.
TrendForce estimates that ultrasonic and optical in-display fingerprint sensors will account for 13% of all fingerprint sensor technologies in 2019, significantly up from 3% in 2018. There are many types of biometric identification technologies adopted by smartphones, with fingerprint sensing, face recognition, and iris recognition to be the major ones. In terms of fingerprint sensors, the development of capacitive solutions is the most mature, while optical and ultrasonic ones have started to make breakthroughs this year. The increasing penetration of full-screen smartphone models has directly boosted the demand for in-display fingerprint sensors. Optical in-display fingerprint sensors will be increasingly adopted by mid and high-end models The development of fingerprint sensor technologies has been previously restricted by low yield rate and insufficient investment from the supply chain, says TrendForce. However, with the increasing demand for fingerprint sensors from smartphone vendors like Vivo, the design houses have invested heavily to increase yield rates and seek more cost-effective solutions. The cost of the optical in-display fingerprint sensor of Synaptics was USD 12~15 each in 2017, but has a chance to decrease to lower than USD 8 in 2019, as Goodix, Silead and other companies in turn enter the field. At that time, brands may also embed in-display fingerprint sensors in their mid and high-end models, instead of only in flagships, so as to fit in the design of full-screen. On the other hand, led by the active product development by Qualcomm, the share of ultrasonic in-display fingerprint sensors is expected to reach 6.3% in the smartphone fingerprint sensor market in 2019. There have been rumors in the market that Samsung will adopt Qualcomm's ultrasonic fingerprint sensors next year. In general, the in-display fingerprint sensor market may grow by multiple times in 2019, and the market will no longer be dominated by optical solutions provided by Synaptics and Goodix. Regarding the supply chain, it is worth noting that Qualcomm may change the landscape of the traditional capacitive fingerprint sensor market, although it is a latecomer to the competition. If Qualcomm’s products are successfully embedded in Samsung’s phones, and further adopted by flagship models of Chinese smartphone brands in the future at a price close to that of capacitive solutions, then Qualcomm’s participation may influence the sales strategies of existing companies that provide both optical and capacitive solutions. These companies, including Goodix and Silead, may have to lower their prices of both optical and capacitive solutions significantly in order to introduce the products to the middle and high-end smartphone segments. There will be more Android phones featuring both fingerprint sensing and face recognition With the decreasing prices, in-display fingerprint sensor has become part of the standard equipment for Android phones at a price of RMB 2,500 or higher. In order to provide consumers with more diversified specs, it is expected that there will be more Android phones featuring both fingerprint sensing (including in-display or conventional ones) and face recognition (including 3D and 2D). 3D sensing technology is still favored by flagships of major brands, and has been constantly improved in terms of costs, design, and algorithm. In addition to Apple’s large-scale adoption of Face ID in 2019, major Android brands will also adopt 3D face recognition in their flagship models. In the long run, 3D sensing will be embedded in middle and high-end smartphones, while 2D face recognition will penetrate into the middle and low-end segments which are more sensitive to costs.
Sypris Electronics tapped for NASA project Sypris Electronics LLC has been awarded a contract from Collins Aerospace in association with NASA’s Orion Spacecraft project.
NexLogic eyes implantable med-electronics NexLogic Technologies Inc. has announced its entry into assembly and manufacturing of implantable medical devices, a rapidly growing segment in the medical electronics market.
International Wire Group buys Owl Wire and Cable International Wire Group (IWG) has acquired New York-based Owl Wire and Cable from Marmon Holdings Inc.
ZF to set up third research and development centre in China ZF Friedrichshafen AG is establishing a third Chinese R&D centre in Guangzhou southern China. Representatives of ZF and the local authorities have signed an agreement and ZF plans to invest approximately EUR 90 million in the new development center.
Semiconductor market suffers another plunge in Q3 With revenue plunging by a gut-wrenching 14.7% in the third quarter, the global semiconductor market appears destined for a year of double-digit decline, despite some signs of growth in the critical memory segment, says IHS Markit.
Ericsson to pay $1B to resolve US corruption investigations Swedish telecom company Ericsson has reached a resolution on U.S. FCPA investigations by the the U.S. Department of Justice (DOJ) and the Securities and Exchange Commission (SEC).
Bel acquires CUI Inc. power assets Bel Fuse Inc. has closed on its previously-announced deal with CUI Global for the majority of the power business of its subsidiary, CUI Inc.
Accel Robotics more than quadruples initial funding San Diego-based start-up Accel Robotics has announced a USD 30 million Series A funding round led by SoftBank Group Co.
General Motors, LG Chem partner in Ohio General Motors and LG Chem have announced plans to form a joint, equally-owned company to mass-produce electric vehicle battery cells.
Swissbit opens electronics production facility in Berlin Swissbit has been manufacturing in Germany since 2002 and has now official opened its new electronics production facility in Berlin.
Revenue ranking of global top 10 IC design companies The newest analysis from TrendForce shows that several U.S.-based IC design companies experienced continually expanding losses in 3Q19 revenue because of the ongoing China-U.S. trade war and because Huawei had yet to be removed from the Entity List.
Mycronic receives order for an upgrade of a Prexision system Swedish production equipment specialist, Mycronic AB, has received an order to upgrade a system to a full-scale Prexision 8.
Kurtz Ersa inaugurates new extension buildingin Asia Kurtz Ersa Asia Ltd. celebrated its 15th anniversary in China and at the same time opened its extension building in Zhuhai.
Clover Wireless acquires Teleplan Illinois-based Clover Wireless has acquired Teleplan International N.V., a global electronics supply chain services and solutions provider.
FLIR Systems, Providence Photonics finalize deal Oregon-based FLIR Systems has completed its strategic investment in Providence Photonics, developers of advanced software used to quantify invisible gas emissions using FLIR optical gas imaging (OGI) cameras.
Lucid Motors sees EV facility groundbreaking Lucid Motors has officially begun phase-one construction of its EV manufacturing facility in Arizona, representing an investment of more than USD 300 million.
Precogs’ CEO: ‘If we can’t help you, it won’t cost you’ The business model of Precogs, the company that has created a global marketplace that connects a buyers ERP with component distributors, is quite intriguing; you will only pay out of what the company can save you.
Cre8tek invests in robotics to increase efficiency and quality Danish-Chinese electronics manufacturer, Cre8tek, has recently invested in added automation in the shape of robots; which are currently moving into the company’s production plant in Shenzhen with the aim to increase efficiency and quality.
Global semiconductor sales increase 2.9% MoM in October The Semiconductor Industry Association (SIA) today announced worldwide sales of semiconductors reached USD 36.6 billion for the month of October 2019, an increase of 2.9% from the previous month's total of USD 35.6 billion, but down 13.1% compared to the October 2018 total of USD 42.1 billion.
Standex International buys Torotel Inc. Standex International Corporation and Torotel Inc. have reached a definitive agreement for Standex to acquire Torotel for approximately USD 48 million in cash.
SPEA unveils new digs in Chandler, Arizona SPEA, a provider of in-test equipment for electronics, semiconductor, MEMS, and sensor industries, has opened a new office in Chandler, Arizona, in the metropolitan area of Phoenix.
SUSS MicroTec, BRIDG team up on NA applications center SUSS MicroTec has announced a broad collaboration agreement with BRIDG, a Florida not-for-profit microelectronics fabrication facility with 200 mm (8-inch) wafer fab capabilities.
Universal adds software center in Bratislava Universal Instruments has extended its EMEA capabilities with the addition of a Software Center in its Bratislava, Slovakia corporate facility.
Sono Motors launches community funding campaign The German mobility provider Sono Motors launched one of the biggest community funding campaigns in Europe yesterday. The company’s campaign target is to generate EUR 50 million between now and December 30, 2019, with preorders from existing and new supporters.Load more news