With the gradual penetration of AI technology in mobile phones, the 'era of brush face' is getting closer and closer.
After Apple released iPhoneX, which integrates FaceID face recognition technology, the demand for 3D-sensing technology by Android smartphone suppliers showed a blowout.
'The Market Coming of 3D Perceiving Module for Mobile Terminal Market CAGR of 209% in the next three years is expected to grow from 1.5 billion U.S. dollars this year to 14 billion U.S. dollars by 2020.' Analyzed by the Research Institute of Taito Industry in Taiwan Cai Zhuo Shao Cai told reporters on the first financial reporter, following the iPhone equipped with 3D perception, including Samsung, Huawei and other brands are also equipped with 3D sensing module to demonstrate a high degree of desire, and many domestic mobile phones are also waiting for the Qualcomm and other manufacturers mature program .
Earlier, Huawei Consumer BG Yu Chengdong has confirmed to reporters that 'get' a face recognition technology, although OPPO and millet officials did not make a clear response, but the odd spectacle recently announced 2017 third quarter revenue report can be seen The SLiMTM solution, which was launched with Qualcomm, will complete volume production and shipment preparation by the end of the first quarter of next year with an initial production capacity of 2 million units per month, which is currently working closely with a handful of the leading smart phone makers , The goal is to launch 3D-sensing smartphones in the first half of 2018. From the relationship with Qualcomm, it is likely that the partners of the wonders are Xiaomi and OPPO.
Wen-tai Technology Chairman Deng Anming also confirmed to the first financial reporter, in 2018 Wen Tai has been part of the mid-range models planned face recognition, and has begun to contact multiple suppliers for 3D camera module test. Thai is the largest handset ODM manufacturer in China, providing design and manufacturing services to handset brands such as Xiaomi, Huawei and Lenovo.
3D perception module market blowout
Rio Tinto analyst Cho Choi Shao pointed out that by the end of the new iPhone market driven by 2017 mobile terminal 3D sensing module market output will significantly increase 703% compared with 2016. It is estimated that by 2019, with the development of other applications of 3D perception Mature, mobile terminal manufacturers will accelerate in the main product equipped with 3D-aware components, when the market will usher in another wave of growth.
"From the global 3D perception of the layout of the manufacturers point of view, in addition to Intel's RealSense, Google's Tango, but also including Qualcomm and Wonder Optoelectronics and Infineon jointly pmd 'CIS (image sensor) company' portfolio, All 3D perception manufacturers want to take a slice of it. "Charlene Choi told reporters that it also led to AMS, Heptagon, Lumentum and other spare parts supply chain components.
In the terminal, handset manufacturers on the 3D-sensing module 'test' has also started Deng Anming told reporters that many domestic module factory are in the test for the next 3D vision in Android phone application preparation, the current Look, iPhoneX 3D vision first success, Andrews flagship machine next year must also be on, otherwise the distance will be opened again.
He introduced to reporters that FaceID's implementation relied on a small area of the top of the iPhoneX that was not covered by the screen. This small area integrates up to eight components, including microphones, speakers, front-facing cameras, ambient light sensors, Distance sensors, infrared lenses, Floodilluminators, dot matrix projectors, etc. "At present, it is very difficult to popularize because of the high cost of the 3D visual module at about 20 dollars." Deng Anming told reporters In addition to cost, the main problem is not enough mature programs, recognition rate and 3D modeling ability is not enough, it takes time to detect.
Huawei OPPO and other cautious
'Now everyone is waiting for Qualcomm's 3D program to mature. Qualcomm's program from the beginning of development in 2016, Qualcomm is responsible for algorithms and system solutions, the wonders of the core optical components.' Deng Anming told reporters that the industry is expected to Qualcomm 3D vision solutions fastest Will begin commercial in early 2018, so there will be some models in the first half of 2018, at present, in addition to face unlock, we also look forward to the payment function.
However, in the opinion of Cai Zhuo Shao, whether the market can really continue the outbreak also need to see the attitude of other Android manufacturers. 'How the future of manufacturers to provide more low-cost and diverse 3D-sensing applications will affect the overall outbreak of the market speed, which is also Will depend on the future development of third-party applications as well as the cost-effective 3D sensing module. "
To OPPO, for example, although actively in contact with the industrial chain, but for the 3D perception technology, still cautious.
OPPO official in response to the First Financial mentioned in the current (3D perception) development of the industry chain maturity is not high.Face recognition technology has two important links: the key device + AI algorithm.In fact, At present, the AI algorithm is harder to obtain or master than the key components, the AI algorithm is a process from scratch, and more components are needed to solve the problem of production capacity.
Yu Chengdong directly in Mate10 conference said the current fingerprint portability has been very good, for all manufacturers, the application of artificial intelligence can not only marketing gimmicks, but at the basic level as well as the technical level, as well as AI Application level brings a good experience, such as the chip Kirin 970 in the algorithm to explore the chip has been in the Huawei Mate10 and V10 glory on the business, in addition to technology covers face recognition, as well as noise recognition and voice assistants and other functions.
'For face recognition technology Huawei has developed but not commercial, considering the value is not obvious.' Yu Chengdong told reporters.