The report said that considering the finger or ambient light source may have a negative impact on the optical screen fingerprint recognition, Samsung is expected to adopt the ultrasonic screen fingerprint scheme, and will actively promote it next year; next year's new flagship S10 series part is expected to have 5.8 The 6.1 and 6.4 吋 OLED panels of the three mobile phones, of which 6.1 吋 and 6.4 吋 models will use Qualcomm (QCOM-US) ultrasonic screen fingerprint identification scheme, the module suppliers are GIS and Ou Feiguang, respectively, the proportion of GIS high.
According to the report, S10 will ship about 40 million units next year, of which 6.1 吋 and 6.4 吋 models are about 34-36 million, and the proportion of shipments is much higher than that of 5.8; models; another flagship machine Note 10 is expected It will be equipped with ultrasonic screen fingerprints and 3D sensing, and will ship about 14 to 16 million units next year.
In addition to the two flagship machines, the highest-end models in the Samsung A series may also use the fingerprint scheme under the ultrasonic screen. It is estimated that there may be 4 models in the A series next year, with a total shipment volume of 1,500-18 million, equipped with ultrasound. The highest-end model of the screen is about 600-8 million.
According to the report, GIS currently has a monthly capacity of 1 million to 2 million pieces, and is expected to expand to 4-6 million units in the second half of this year. Due to better coating capacity, the current yield is better than that of Oufei Guangguang. It is estimated that GIS will be Samsung next year. The main supplier of the module, estimated shipments of 35 million - 40 million (AS P about 10-12 US dollars), is expected to contribute significantly to revenue and profit.
Zhou Xianying, chairman of GIS-KY, said after the shareholders meeting this year that last year, a small number of screened fingerprint identification modules were shipped. After one year of technical improvement, this year focused on Apple, a non-Ping mobile phone manufacturer, expected to produce in the third quarter. Goods, in the layout of fingerprint identification on the screen currently mainly locks the mobile phone market, using ultrasonic technology.
Zhou Xianying emphasized that since the design of the mobile phone is oriented to the 18:9 full screen, there is no space for fingerprint identification on the front side, and many mobile phones are placed in the back, but the customer response is still expected to be placed in front. This is the application of fingerprint identification under the screen. In the market, in addition, the application of face recognition technology will take some time. Each mobile phone factory has a high interest in the fingerprinting of the screen. This year, the acceptance will increase a lot.