Although Apple's 2018 new iPhone and the new generation of flagship smartphones in the Android camp are planning to fully upgrade 3D sensing functions, the supply of fingerprint recognition chips across the Taiwan Strait has seized the opportunity for foreign companies to withdraw from the market and strive to upgrade its fingerprint recognition chip product line. Diversified developments include that Aegis successfully won orders for Samsung's new Note 9 in the second half of 2018, and Goodix also secured orders for Xiaomi's new generation of smartphones with the latest optical fingerprint recognition chip solution, which is in demand every year The global mid- and low-end smartphone market with the largest amount of energy still urgently needs a new generation of fingerprint identification chip solutions, and the situation for the joint operation of fingerprint identification chip suppliers on both sides of the strait has generally been finalized.
After Aegis has successively won orders for Samsung Electronics’ A, C, J, and S series of smartphone fingerprint recognition chips, Samsung Electronics’ orders for the latest smartphone Note 9 in the second half of 2018 are also expected to be taken over by the Aegis family in the third quarter. With a large number of deliveries expected, the market is more optimistic. Aegis’s revenue and profit performance in the third quarter are expected to jump up again. The company’s chairman Luo Senzhou also stated in the shareholders meeting that in addition to existing orders, in addition to existing customer orders in 2018 In addition to the continuous growth in volume, the main fingerprint recognition chip solution has also successfully entered the global high-end smartphone market. As the global market share of the company’s fingerprint recognition chip product line continues to rise, it is estimated that the company’s operating performance in 2018 will still be satisfactory. Hope to show more than double-digit growth strength.
In order to face the latest 3D sensing applications and face recognition business opportunities, Aegis continues to diversify its fingerprint recognition chip product line in the market layout, and continuously strengthens its cost competitiveness in the global mid- and low-end smartphone market. At the same time, it also plans to Expand the deployment strategy of fingerprint recognition applications in access control, automotive and consumer electronics; in addition, in order to deepen the global biometric technology market, Aegis has also begun to deploy 3D sensors including iris recognition, structured light, and time of flight (ToF) Technology, hope to upgrade the application completeness and technological maturity of its own biometric chip product line to more, larger and stronger levels, and create a win-win situation in the market with terminal brand customers.
Goodix has successively won orders from Huawei, Vivo and Xiaomi in its fingerprint recognition chip product line. The company's new generation of optical fingerprint chip and module solutions have also been successfully adopted by Xiaomi’s new smartphone products. The optical fingerprint recognition chip solution is expected to improve many application variables such as strong light interference, low temperature environment, finger noise, etc., and it can also save terminal brand mobile phone manufacturers the expensive cost of 3D sensing modules and the aesthetic problems of process design. The market for optical fingerprint recognition chip solutions has soared. It is expected that in the second half of 2018, more mainland brand mobile phone manufacturers’ new-generation smartphone products will adopt optical recognition chip solutions. The biggest promoter of product and customer upgrades.
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