It is reported, ams and Sunny Optoelectronics will combine both a wide range of optical technology and components, together for the development of 3D imaging applications, imaging solutions and provide related software and algorithms.Ams is the industry's leading 3D sensor technology provider, Apple this year The launch of the tenth anniversary of the iPhone X for the first time using facial recognition technology and the concern, and to provide the sensor for Apple's FaceID provider is ams. Since this year, ams shares soared more than tripled, and even analysts think , ams share price should have 30% upside.
Recently, Morgan Stanley analyst Francois Meunier published a research report pointed out that Apple had only launched in a small part of the device TouchID, but later it will be extended to multiple versions of iPhone and iPad, estimated that FaceID will have a similar development Therefore, the 3D sensor module supporting FaceID may also be installed in the back of the iPhone in the future, close to the main camera and not only for the screen end, so as to support the virtual reality (AR) function. In the future, The network is expected to purchase clothing, the AR is expected to measure the size directly, in addition to many interesting applications.At the same time, ams 3D sensing technology can also be applied to the autonomous driving and artificial intelligence industry.Meunier estimates that Apple's ams revenue Accounting for 70% to 75% of the total, which is much higher than the 40% in 2019. Ningbo Sunny Optical Co., Ltd., a subsidiary of Sunny Optical Technologies, is also the world's leading solution provider for optical imaging systems In recent years, Sunny Optoelectronics has become the main supplier of many domestic and foreign handset manufacturers such as Huawei, OPPO, VIVO and so on. The monthly video module shipments are high Achieve 30 million. At the same time, in order to enter the global market, Sunny Power has set up a subsidiary in North America, South Korea.
ams is a major supplier of WLO lenses for dot matrix projectors in the Apple iPhoneX Face Recognition System, but ams is limited in supply to Chinese smartphone OEMs. Sunny is a leading supplier of handset components to Chinese smartphone customers, but Sunny 3D sensing solutions have not yet been widely used.A research institutes believe that the cooperation between the two sides not only benefit both ams and Sunny, but also good for Huawei and other Chinese smart phone OEM manufacturers to speed up the launch of 3D-sensing models Speed, it is estimated that the first mass-market 3D sensing models of Chinese OEM manufacturers will be launched in the second half of 2018.
In addition, through this cooperation, both parties can explore markets beyond mobile devices, such as exploring the application of 3D optical sensing in the automotive field with Sunny Optical's leadership in the global automotive lens market.