The birth of 3D face recognition seems to be a storm for the fingerprint identification market. After Apple adopted 3D face recognition, the domestic mobile phone Android camp quickly followed, which led to the fierce market competition in the original market. It is the birth of snow frost, and even the fingerprint under the screen. It is also considered by the market to be only a transitional product of 3D face recognition, and the premise is that the technology of the current screen fingerprint is not mature! At the same time, we should not forget that in the smart phone market, differentiation is an inevitable choice. Therefore, the author does not agree with the statement that 3D face recognition will completely overwhelm the fingerprints on the screen! As far as the fingerprint identification market is concerned, according to the recent information of the two fingerprint module manufacturers, Ou Feiguang and Qiu Ti, the shipments have increased rapidly compared with the same period of last year. In addition, in the fourth quarter of 2017. After the trough, the market has begun to warm up! In my opinion, fingerprint recognition will continue to erupt in 2018, and its driving force lies in the outbreak of the full-screen market! For the fingerprint chip market is a declining market, this statement does not agree with the author, because the current popularity of the fingerprint identification market has not reached the top, although 3D face recognition is mushrooming under the leadership of Apple. Rapid rise, but in terms of this industry chain, it still needs time to grow. If you want to go down to the mid-end market, I am afraid it will be after 2019! Of course, as far as the fingerprint identification chip market itself is concerned, the competitive pressure in this market is indeed very great. Under the leadership of Apple, the fingerprint identification chip market has risen rapidly. In the following years, even if it is as of now, FPC is still in the market. The volume of goods ranked first, but it began layoffs in the second half of 2017! For some media believe that this is the realization of the market for the fingerprint recognition chip market, but in fact, I do not think this is the main reason, because at the same time, the shipments of Huiding and Si Liwei are increasing, both It is the FPC order that is swallowed up! In addition, we can see a very obvious trend from the mobile phone industry. Whether it is the terminal market or the supply chain, once the domestic mass production is completed, overseas companies are bound to be replaced by localization! Taking the terminal as an example, the giants such as Nokia, Motorola, and HTC were already in the mobile phone market. As for the current global mobile phone manufacturers, except for Samsung and Apple and LG, the rest are basically domestic mobile phones! This is enough to prove how fast the development of domestic mobile phones is! In the case of the supply chain, a large part of the domestic mobile phone supply chain is imported from overseas, but after the localization, these industries were quickly broken, and in general, the players in the entire industry only have domestic manufacturers in 2 years! Therefore, we can see that Japanese companies have been transforming, especially in the case of the recent MLCC, where the price increase is very high. The reason for the suspension of production of the Japanese MLCC is that the rise of domestic manufacturers is caused by the narrowing of the competition gap between the two. In this case, Japanese manufacturers want to continue to maintain the dividend trend, it will inevitably need to open through the technology gap! This is also the reason why overseas manufacturers have blocked the domestic market in many aspects of technology, and even set off talent wars and even legal issues! The fingerprint identification chip market has not gone downhill. This can be seen from the shipment volume. According to Qiu Ti data, 2iPhone2018 shipments of fingerprint identification modules in January 2018 reached 96.96 million, an increase of 80.00% year-on-year. 19.20%, its shipments are close to 10KK, and in November 2017, its shipments exceeded 10KK. As the core supplier of Huawei and Xiaomi, Qiu Ti's shipment growth in these two major customers The water is also rising! According to the author's estimation, compared with 2016, Qiu Ti Technology's fingerprint module shipments will grow by 3 times compared with 2016! In addition, with the help of the two major businesses of fingerprint module and camera module, according to Ou Feiguang’s announcement of the first quarter results for 2018, the net profit attributable to shareholders of listed companies may reach 286 million yuan -324 million yuan, a year-on-year increase. 50%-70%! Facts have proved that as the market continues to be centralized, the fingerprint market is also becoming more centralized, both in the chip market and in the module market, and this trend will be strengthened without any surprise, in other words, the giant effect. Will continue to strengthen! The main market share is basically occupied by the previous few manufacturers, such as the fingerprint chip market, FPC and Huiding monthly shipments exceeded 20 KK, while in the module market, Ou Feiguang shipments reached nearly 20 KK, Qiu Ti Shipments have also reached 10 KK, and the rest of the shipments are basically below 5 KK (East of shipments between 5KK-10KK)! It is worth mentioning that Taiwan's chip manufacturer Aegis, in the past year, Aegis can be described as a bumper harvest, its shipments and revenues increased significantly compared with the previous year, the growth rate reached 182.79%. Even in the off-season of the first two months of 2018, its shipments and revenues continue to maintain high growth. For example, in January 2018, its revenue increased by 50.09% year-on-year, and its revenue in February increased by 8.98% year-on-year. The two-month revenue increased by 31.44% compared with the same period of last year! The fingerprint market is bound to continue to grow in 2018: full screen and overseas market are the biggest drivers From the global smart phone market, the biggest growth last year should be the Indian market. India’s smart phone wave has enabled Xiaomi to achieve the largest growth in history. This change will last for at least 5 years. Not only will Xiaomi continue to benefit, OPPO, vivo, Both Huawei and Lenovo will grow in India. In addition, the second largest overseas market for Chinese brands is Southeast Asia. Xiaomi, Lenovo, OPPO, and vivo are all in the limelight. Huawei used to cooperate with operators in overseas markets, and it is a low-end machine. Market Huawei must go high, medium and low, and open market with glory. From the perspective of other mobile phone manufacturers and markets, according to industry insiders, Samsung and Apple's 18-year decline seems irreversible, Samsung may pick up in the fourth quarter; India's Southeast Asia, South America and other regions of overseas small brands, China's small brands will be sad; European and American operators have circumvented the direct cooperation between brand owners and China ODM; the huge functional machine market in Africa will be loose, but the smart will not be so fast; South America will be the focus of Lenovo Huawei ZTE; the Chinese market will be welcomed by the full screen recovery! Whether it is the Chinese market or overseas markets such as Southeast Asia, it will undoubtedly be a big driving force for the fingerprint market. According to the author, the demand for fingerprint recognition in these low-end markets is still very large, especially in 2018. , will become a very important growth point! In addition, as we all know, 2018 will be a year of full-screen full-scale outbreak. According to mobile phone ODM manufacturers and mobile phone manufacturers, almost all of their models are built around comprehensive screens, such as Wingtech. Almost all current orders are full screen orders! In some low-end full-screen mobile phones, it is impossible to adopt a costly 3D face recognition scheme. At the same time, the fingerprint under the screen is not yet born, and the cost is also high. In this case, the only possibility is to adopt Rear fingerprint recognition or front narrow border fingerprint recognition, such as vivo's newly released APEX full-screen concept machine, which not only uses the screen fingerprint, but also half-screen, which can be foreseen, after the fingerprint is born in the full-screen screen The market will not be swallowed up quickly by 3D face recognition. In the future, more technologies such as fingerprint recognition and sound transmission will be integrated into the screen! Camera Filter,Camera Polarizer Lens,Camera Raw Filter,Lens Filter Shaoxing Shangyu Kenuo Photographic Equipment Factory , https://www.kernelphoto.com
