Since Apple first carried the fingerprint recognition function on IPhone5S in September 2013, Samsung, BBK, HTC, Huawei and other manufacturers have followed suit, and have been equipped with fingerprint recognition functions on their mainstream flagship machines. The launch of ApplePay this year has once again strengthened the market position of fingerprint recognition. From the perspective of security and ease of use, fingerprint recognition will become the best solution for mobile payment. In the context of the development of mobile payment, fingerprint recognition is expected to become the standard function of future mobile terminals.
Smartphone market profit margins
With the launch of the Apple Fingerprint Identification System, major mobile phone manufacturers have also added fingerprint recognition systems. In terms of the annual growth rate of global smartphones, the market space is sufficient. According to the IDC report, global smartphone shipments in 2013 were approximately 1.004 billion units, and will exceed 1.8 billion units by 2017, with a compound growth rate of 16%. According to Gartner's forecast, global flat-panel shipments will reach 300 million in 14 years, and it is expected to reach 400 million in 17 years, with a compound annual growth rate of 10%. Assume that the penetration rate of fingerprint recognition in smart terminals is 13%, 23%, 40%, and 50% in 14~17 years. The profit and loss of the single chip used to realize the fingerprint recognition function of mobile phones is expected to be 4/4/3/3 yuan in 14-17 years. Then the market profit of the entire fingerprint identification chip will increase from 434 million yuan in 13 years to 3.332 billion yuan in 17 years, with a compound annual growth rate of 66%.
Chip suppliers at home and abroad have started to grab big orders. Following the industry's international giant SynapTIcs took the lead in grabbing orders for Samsung Electronics' mobile phone chips. Recently, the IC design industry's fingerprint identification chip order battle is also comprehensive. At the start of the game, the mainland chip manufacturers Huidingke and Si Liwei have already taken orders for Meizu, Huawei and ZTE mobile phone chips respectively. As for Taiwanese manufacturers, they are still waiting for good news from customers.
Taiwan's fingerprint identification chip factory pointed out that after Apple introduced the iPhone5S with fingerprint recognition function, the Android camp mobile phone brand factory has been looking for a better fingerprint identification chip solution, and actively develop related application software and App, especially The new generation of iPad will also follow up with the fingerprint recognition function, which will force the Android camp mobile phone brand factory to accelerate its pace, and hope to add its Android series products to the fingerprint recognition function as soon as possible.
At present, domestic and foreign chip suppliers continue to speed up the development of fingerprint identification products, and even the industry has formed alliances with each other to fully attack market opportunities. For example, Elan has cooperated with Xingyou, and Duntai has also found IDEX, a fingerprint identification manufacturer, to strengthen its own home. The fingerprint identification chip solution is expected to enter the mass production with customers in the first half of 2015.
It is worth noting that, from the recent launch of the new generation of mobile phone brand factories in the fourth quarter, the fingerprint identification chip solutions for mobile phones are not only foreign chip manufacturers, but also mainland Chinese IC designers are starting to emerge. , including Huiding Branch successfully entered Meizu's new flagship mobile phone supply chain, followed by Xiaomi and ZTE will introduce products; as for Sili Micro, it won Huawei's new generation of mobile phone fingerprint identification chip orders, and actively strive for other mainland mobile phone brand factories Order.
The IC design industry pointed out that the mainland seems to have slightly better in the mobile phone fingerprint identification chip grabs. In fact, the fingerprint identification chip solution introduced by Taiwanese manufacturers is not inferior to the mainland chip suppliers, and the product prices are also very competitive. However, mainland Huidingke and Si Liwei and other chip factories have the home advantage in the field, making Taiwanese fingerprint identification chip factories including ELAN, Duntai, Lianhe, Maocheng and Aegis only looking at mainland mobile phones. The brand factory is sighing with new orders.
In the face of the mainland manufacturers fingerprint identification chip will be the first to ship the impulse in the fourth quarter, Taiwan factory chip solutions can only continue to catch up, and strive for customers to place orders, especially some Taiwanese factories hope to give priority to international mobile phone brand manufacturers orders, but because The product certification process is relatively long, and it is expected that mass production will begin in the first half of 2015, and then there will be a chance to catch up.
The IC design industry said that despite the orders from international manufacturers for fingerprint customer identification chips, it will help Taiwanese companies to convince customers that they have a certain amount of product quality and yield, and further expand the customer market including mainland mobile phone brand factories. However, in the face of the mainland IC design industry to fully lock the mainland mobile phone brand customers, and to increase the horsepower to grab orders and advance production models, Taiwanese factories seem to miss the opportunity, cross-strait IC design industry in the global fingerprint identification chip market outpost, currently It is the mainland industry that has already scored first.
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