Apple's “heavy gold†exploration in the field of fingerprint identification quickly attracted respondents. Recently, Samsung brought the GALAXY S5 to the World Mobile Communications Conference, once again making fingerprint recognition technology the market's attention. Industry insiders judge that under the guidance of Apple and Samsung, two smart terminal giants, the field of fingerprint sensors will be injected into the “cardiotonic agentâ€.
With more electronic giants participating in the battle, fingerprint identification will face tight production capacity, and domestic manufacturers are expected to take a share in the fingerprint identification package. It is understood that many listed companies in China have been involved in the field of fingerprint identification in advance.
Will become a mobile terminal standard
On February 24th, at the Mobile World Congress in Barcelona, ​​Spain, Samsung released its first flagship model, the Galaxy S5, in 2014. The biggest highlight of this new phone is the integration of a fingerprint sensor on the Home button. The fingerprint recognition of the Galaxy S5 is scan identification, which can be used by users to make mobile payments. Different from the operation mode of the IPhone, the Galaxy S5 user needs to perform the sliding operation on the fingerprint sensor from top to bottom to complete the recognition. In addition to unlocking the screen, Samsung also provides users with new features for data encryption protection through fingerprint recognition. In addition, the phone also has built-in sensors for detecting heartbeat and applications with health care.
As smartphones become more versatile, it's hard to ensure security by simply setting passwords (passwords are vulnerable to hackers). Analysts believe that fingerprint technology will become the next security barrier for personal mobile terminals. The technology is relatively mature, safe and convenient.
It is worth mentioning that Google, the developer of Samsung's Android operating system, has recently acquired Cyber ​​Security Technology. It previously acquired Slicklogin, an Israeli company that develops sonic recognition technology. This technology is also an attempt to replace the traditional password login. To ensure computer security. Of course, it is still too early to say whether this technology is used in smartphones. But the giants have stepped in to show that with the increasing use of smartphones, various security technologies, including fingerprint recognition, will usher in a broader market.
According to analysts in the electronics industry, fingerprint recognition is the perfect combination of security and convenience. It caters to the higher security requirements of mobile smart devices and meets the needs of users. The industry is generally optimistic that fingerprint recognition will become standard on smartphones and tablets.
Listed company's advance layout
In the A-share market, aerospace information, Hang Seng Electronics, Shanghai Putian, Shanghai Belling and other companies have advanced fingerprint identification or biometric related fields in advance, but at present domestic fingerprint identification technology is mainly used in public security, military, financial banking, food and drug supervision. In the high-end field, most companies are still in the wait-and-see stage for the application market of mobile terminals such as smart phones.
The person in charge of aerospace information said that biometric identification technologies such as fingerprint recognition are similar, but the company's current application scope includes public security, food supervision, etc., and has not been involved in the smart phone business. In the future, it will cooperate with smart phone manufacturers on fingerprint identification. Depends on the market. Shanghai Putian also said that the company's fingerprint identification is currently mainly used in the second generation of certificates, POS machines and other markets, not involved in the field of smart phones.
It is worth mentioning that the main business of Weisheng Electronics, a subsidiary of Hang Seng Electronics, which is 20% of the shares, is fingerprint identification. It is understood that Weir Technology is China's leading provider of biometric product technology and solutions. Its technologies and products are widely used in transportation, finance, security, medical and many other fields. Yesterday, the company said in an interview: "Mobile terminals are just one of the areas covered by fingerprint recognition technology. The company entered the field of fingerprint identification earlier and has occupied a certain industry position. With the popularity of fingerprint recognition technology, the company also considers Relevant mobile phone manufacturers have cooperated, but it is not convenient to disclose the progress."
In addition, Shanghai Belling also entered the field of fingerprint identification through Zhongzheng Technology, a company with 5% of shares. The person in charge of Zhongzheng Technology told the reporter that the company mainly masters the core algorithm technology of fingerprints. Specifically, it is connected to the mobile phone by using a separate collector (USB, Bluetooth, WIFI), and finally achieves fingerprint comparison, collection, and authentication through a supporting application in a smart terminal such as a mobile phone.
Industry chain is expected to divide
In other words, few companies in China are directly involved in the field of fingerprint sensing. According to industry insiders, since fingerprint recognition can provide the most secure, reliable and convenient identity authentication in the mobile payment process, companies such as Apple and Samsung have adopted fingerprint identification as the main direction of smart terminals. It is expected that other brand manufacturers will follow up in the future. The addition of the Apple camp will cause the fingerprint recognition capacity to be tight. Although domestic manufacturers have not yet cut into the fingerprint recognition sensor, they can still share a piece of fingerprint recognition package.
At present, the most directly involved companies in the fingerprint identification sensor industry chain include: WLCSP wafer-level packaging for Apple fingerprint recognition sensors, and SMIC for FPC foundry. Among the potential beneficiaries are listed: Huatian Technology, another WLCSP wafer-level packaging manufacturer, and Huanxu Electronics, which is likely to cut into the Apple fingerprinting sensor SiP system-level package in the future. In addition, sapphire manufacturers represented by Dongjing Electronics and Tiantong Co., Ltd. in listed companies may also benefit from it.
Market participants believe that with the improvement of fingerprint identification technology, in the next five years, China's fingerprint technology industry will have nearly 10 billion yuan market waiting for enterprises to develop, fingerprint identification technology is about to usher in a golden development period, and the market prospect is broad.
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