Fingerprint identification technology has been largely transferred to FOD schemes with high gross profit and unit price such as optics and ultrasound in 2019. As the leader of fingerprint identification module industry, Oufei will have the opportunity to enjoy FOD business opportunities after the financial crisis. The overall FOD market scale also shows explosive growth in 2019 due to the capacity expansion and rapid decline of prices of relevant manufacturers.

After the launch of iPhone face ID in 2017, the future of fingerprint identification industry has been questioned by many people inside and outside the industry. However, after four major Chinese brands – Huawei, Xiaomi, vivo and oppo successively launched FOD fingerprint identification models in 2018, in addition to showing the world that Chinese brands have a high degree of guiding the trend of mobile phone industry, It is also determined that the FOD specification will continue to emit light and heat in the mobile phone ring.

At the beginning of 2019, Samsung introduced FOD specifications into its S-Series and A-Series, and each module manufacturer also announced capacity expansion one after another. In addition to the already hot optical FOD module capacity, Yecheng optoelectronics and Oufei technology are expected to increase the monthly capacity of the emerging ultrasonic FOD fingerprint identification technology in 2019 to 4-5 million sets each to meet Samsung and other potential customers, After Android brands have established the strategy of high-level models with FOD fingerprint technology and OLED panel, and the production capacity of upstream FOD fingerprint identification chips and modules is ensured, the number of smart phones equipped with FOD fingerprint identification will reach 260 million in 2019.

Looking at the flagship / high-end model configurations of Samsung and China’s four major brands in 2019, FOD fingerprint identification technology and OLED panel specifications have been basically bound, while FOD technology can only be matched with OLED panels, so the growth space of FOD technology will only grow slightly after 2020 with the introduction of OLED panels. It is estimated that the annual growth rate of FOD will decline from 760% in 2019 to about 60% in 2020, Encourage relevant manufacturers to actively invest in FOD technology suitable for LCD panels due to such restrictions.

Even if Youda, BOE and other panel factories actively invest in in cell, photosensitive film and other technologies, it is difficult to quickly complete their technical maturity and yield in the short term. In addition, LCD models are already in the price band with high cost sensitivity, and LCD models are afraid to bear the initial introduction cost of such new technologies. Therefore, it is estimated that only a few LCD models will be introduced into the trial market in 2019, The real popularization should wait until after 2020.

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