Quarterly global fingerprint chip shipments up to 300 million! Quotes have been so good? Manufacturers flocked, 2017 fingerprint chip industry will appear how fierce competition pattern?
Quarter of the global fingerprint chip shipments of nearly 300 million
Wafer prices fingerprint chip manufacturers to snatch capacity
With the fingerprint identification as a smart phone standard, FPC, the top of the table, Denton and other fingerprint chip manufacturers IC capacity demand explosive growth, TSMC, UMC, the world's advanced, SMIC 8-inch wafer production in advance of the phenomenon of competition , Triggered a wave of grab capacity to boom. The third quarter of this year, wafer foundry leading TSMC 8-inch plant and 12-inch wafer production line has been full of load situation, more and more chip manufacturers to SMIC and UMC and other foundry manufacturing capacity. According to statistics, in the fingerprint chip manufacturers, in addition to Apple is the TSMC 12-inch wafer 65nm process, the other 10 fingerprint chip manufacturers are all using 8-inch wafers and 0.18um process.
Early 2017 fingerprint chip demand continues to grow, speed up the chip factory to prepare the pace of inventory, the domestic wafer manufacturers SMIC, China Resources and Hua Hong, such as the power of wafer development capacity of the new challenges. TSMC TSMC, UMC Taiwan UMC and Micron, including semiconductor companies have received the upstream supply chain manufacturers price notice, requiring 2017 Q1 quarter 12-inch wafer prices will increase 10-20%. Plus fab stock at a low level, increasing the wafer manufacturing uncertainty, part of the model price next year is expected to rise 30-50%.
Wafer prices rise rate is staggering, fingerprint chip manufacturers to snatch capacity, dominate the production to take the market opportunities, no wonder the volume soared!
Fingerprint identification into the industry's new favorite, new manufacturers increased
Over the past year, fingerprint recognition has become the industry's new favorite. According to the published results of listed companies show that in 2016, the fingerprint chip industry is a rare high-margin industries in the consumer electronics industry, the average gross margin remained at 40% -50%. After entering the first quarter, the price of the coated capacitive fingerprint identification module has undergone fierce competition. The average price of the capacitive fingerprint identification module has been kept down, and the total shipments have been upside.
Fingerprint chip manufacturers actively engaged in research and development
In addition to the Samsung S8, Apple iPhone8, Huawei, Oppo, Vivo and other machine factory a large number of curved screen mobile phone will be listed in the second half of the year, the front of the hidden fingerprints, Silver Wing in addition to the world's surface acoustic phone shipments of about 150 million level Recognition program, the so-called in-display program is believed to come soon. Traditional capacitive front-end hidden fingerprint scheme may also be a breakthrough. Fingerprint chip manufacturers of high enthusiasm, as well as the future of the fingerprint chip industry prospects, to the global high-volume fingerprint chip to help the force!
Future Fingerprint Chip Development Forecast
The industry is expected to 2017 fingerprint chip demand is expected to double from 200 million to 400 million. Including FPC, Si Li micro, Aegis, the top of the fingerprint chip manufacturers continue to heavy volume, but also led to wafer factory orders surge, fingerprint chip will continue plug plug 8-inch factory production capacity.
Asian manufacturers or exclusive markets
2017 fingerprint chip foundry changes will be relatively large, almost every wafer foundries are involved in the war situation. Many fingerprint chip manufacturers with the size of the advantages of shipments, began to seek the second supplier, which will lead the fingerprint chip, the downstream industry flourishing. From the 2016 trend, the rise of domestic manufacturers amazing speed, the banner of inexpensive banner, 2017 FPC has become the target of many manufacturers. Industry believes that Europe and the United States Department of fingerprint chip manufacturers in the cost or can not spell the domestic manufacturers, the future of the fingerprint chip industry will repeat the LCD Driver IC industry history, and ultimately by the Asian manufacturers exclusive market.
With the fingerprint chip technology and industry maturity, more and more domestic fingerprint chip manufacturers to participate in the current domestic manufacturers in the forefront of the most rapid momentum, won almost all of the major domestic mobile phone brand manufacturers. Including vivo, millet, Meizu, music as, Jin Li, ZTE and so on. Huawei was almost all FPC-based, has also begun to expand to Si Li micro and the top of the solution. Domestic manufacturers are expected to replace FPC in the second half of this year, becoming the largest supplier of Huawei.
Price war is inevitable
Overall look, 2017 fingerprint chip market price war is inevitable. Many international brands because of cost or service, will be replaced by domestic manufacturers. And domestic manufacturers, many of the more competitive manufacturers will make a desperate move, the use of price war sprint market. To maintain a sustained lead, manufacturers need to continue to improve the level of technology and services.
In addition, the existing fingerprints can be a breakthrough in this year is one of the highlights, for example, people want full-screen fingerprint recognition.
Quarter of the global fingerprint chip shipments of nearly 300 million
In the first quarter of 2017, the world's fingerprint smartphone shipments of about 180 million, accounting for 53.7% of the total global smart phone shipments, up about 18 percentage points; the first quarter of the global fingerprint chip shipments of about 270 million, An increase of about 60.4%; fabs fingerprint production capacity accounted for about 13%.
Wafer prices fingerprint chip manufacturers to snatch capacity
With the fingerprint identification as a smart phone standard, FPC, the top of the table, Denton and other fingerprint chip manufacturers IC capacity demand explosive growth, TSMC, UMC, the world's advanced, SMIC 8-inch wafer production in advance of the phenomenon of competition , Triggered a wave of grab capacity to boom. The third quarter of this year, wafer foundry leading TSMC 8-inch plant and 12-inch wafer production line has been full of load situation, more and more chip manufacturers to SMIC and UMC and other foundry manufacturing capacity. According to statistics, in the fingerprint chip manufacturers, in addition to Apple is the TSMC 12-inch wafer 65nm process, the other 10 fingerprint chip manufacturers are all using 8-inch wafers and 0.18um process.
Early 2017 fingerprint chip demand continues to grow, speed up the chip factory to prepare the pace of inventory, the domestic wafer manufacturers SMIC, China Resources and Hua Hong, such as the power of wafer development capacity of the new challenges. TSMC TSMC, UMC Taiwan UMC and Micron, including semiconductor companies have received the upstream supply chain manufacturers price notice, requiring 2017 Q1 quarter 12-inch wafer prices will increase 10-20%. Plus fab stock at a low level, increasing the wafer manufacturing uncertainty, part of the model price next year is expected to rise 30-50%.
Wafer prices rise rate is staggering, fingerprint chip manufacturers to snatch capacity, dominate the production to take the market opportunities, no wonder the volume soared!
Fingerprint identification into the industry's new favorite, new manufacturers increased
Over the past year, fingerprint recognition has become the industry's new favorite. According to the published results of listed companies show that in 2016, the fingerprint chip industry is a rare high-margin industries in the consumer electronics industry, the average gross margin remained at 40% -50%. After entering the first quarter, the price of the coated capacitive fingerprint identification module has undergone fierce competition. The average price of the capacitive fingerprint identification module has been kept down, and the total shipments have been upside.
Fingerprint chip manufacturers actively engaged in research and development
In addition to the Samsung S8, Apple iPhone8, Huawei, Oppo, Vivo and other machine factory a large number of curved screen mobile phone will be listed in the second half of the year, the front of the hidden fingerprints, Silver Wing in addition to the world's surface acoustic phone shipments of about 150 million level Recognition program, the so-called in-display program is believed to come soon. Traditional capacitive front-end hidden fingerprint scheme may also be a breakthrough. Fingerprint chip manufacturers of high enthusiasm, as well as the future of the fingerprint chip industry prospects, to the global high-volume fingerprint chip to help the force!
Future Fingerprint Chip Development Forecast
The industry is expected to 2017 fingerprint chip demand is expected to double from 200 million to 400 million. Including FPC, Si Li micro, Aegis, the top of the fingerprint chip manufacturers continue to heavy volume, but also led to wafer factory orders surge, fingerprint chip will continue plug plug 8-inch factory production capacity.
Asian manufacturers or exclusive markets
2017 fingerprint chip foundry changes will be relatively large, almost every wafer foundries are involved in the war situation. Many fingerprint chip manufacturers with the size of the advantages of shipments, began to seek the second supplier, which will lead the fingerprint chip, the downstream industry flourishing. From the 2016 trend, the rise of domestic manufacturers amazing speed, the banner of inexpensive banner, 2017 FPC has become the target of many manufacturers. Industry believes that Europe and the United States Department of fingerprint chip manufacturers in the cost or can not spell the domestic manufacturers, the future of the fingerprint chip industry will repeat the LCD Driver IC industry history, and ultimately by the Asian manufacturers exclusive market.
With the fingerprint chip technology and industry maturity, more and more domestic fingerprint chip manufacturers to participate in the current domestic manufacturers in the forefront of the most rapid momentum, won almost all of the major domestic mobile phone brand manufacturers. Including vivo, millet, Meizu, music as, Jin Li, ZTE and so on. Huawei was almost all FPC-based, has also begun to expand to Si Li micro and the top of the solution. Domestic manufacturers are expected to replace FPC in the second half of this year, becoming the largest supplier of Huawei.
Price war is inevitable
Overall look, 2017 fingerprint chip market price war is inevitable. Many international brands because of cost or service, will be replaced by domestic manufacturers. And domestic manufacturers, many of the more competitive manufacturers will make a desperate move, the use of price war sprint market. To maintain a sustained lead, manufacturers need to continue to improve the level of technology and services.
In addition, the existing fingerprints can be a breakthrough in this year is one of the highlights, for example, people want full-screen fingerprint recognition.
