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The recent sharp trend of Hanwang Technology has made the "face recognition" technology attract the market's attention again, and Apple has officially announced that it will hold a new autumn product launch conference on September 12. The most important product at this press conference is undoubtedly the 10th anniversary version of iPhone.
Fans @GY_GY analyzed the investment opportunities in the A-share market behind the two black technologies of iPhone 8's "fingerprint recognition" and "face recognition". Come and have a look with Serpent!
Apple recently officially released an invitation letter, announcing that it will hold a new autumn product launch conference on September 12, and will release three mobile phones, namely the OLED screen iPhone 8 and two updated products iPhone 7s and iPhone 7s Plus.
. Most of the functions of iPhone 8 have been exposed and verified at present. The screen, body, etc. are still in the fog. The only thing that is still in the fog is the recognition function, because the full screen is used, and the technology of under-screen fingerprint recognition has not been solved at present. Even Samsung's latest release of NOTE8 has not been able to unlock under-screen.
Therefore, there are several rumors at present. First, use side fingerprint unlocking, combine the power button and fingerprint unlocking into one; second, abandon fingerprint unlocking, and use facial recognition ; third, use back fingerprint unlocking, overlapping with the LOGO.
At present, the second possibility is relatively small, because completely abandoning fingerprint unlocking is equivalent to reversing the history, and it is also not ruled out that the facial recognition function is supported.
Overall, the first and third types are more likely, and the first type is relatively reliable. The specific answer may be left until September 12 or the day of the press conference.
mentioned the current recognition functions of mobile phones, including fingerprint recognition and facial recognition, and of course iris recognition. Here we mainly talk about fingerprint recognition and facial recognition.
fingerprint recognition - Huiding Technology is the leader in
fingerprint recognition industry has become the standard for mid-to-high-end mobile phones by 2016, and has continued to maintain a penetration trend in 2017. Enter-level mobile phones have also been equipped with fingerprint recognition functions.
data shows that in the first quarter of 2017, the global fingerprint recognition chip shipments were approximately 270 million, an increase of approximately 60.4% year-on-year.
At the same time, in the first quarter of this year, the global shipment of fingerprint recognition smartphones was about 180 million, accounting for 53.7% of the total global smartphone shipments, an increase of about 18% year-on-year. It will continue to show an upward trend in the future. It is expected that the proportion will further increase to 57% in the second quarter. This is undoubtedly good news for domestic fingerprint chip suppliers.
So what are the domestic suppliers of fingerprint recognition chips? The listed companies include Huiding Technology, and others include , ADC , Siliwei, etc.
Since 2017, including Huiding and ASUS, have successively received orders from first-tier mobile phone brands in mainland China and South Korea. In addition, Siliwei, Yilong Electric and Shengqun have also begun to deploy new application markets such as NoteBook, smart home, and financial cards. The shipment of its fingerprint recognition chips is also rising steadily.
It is worth noting that in the first quarter of 2017, Huiding Technology surpassed FPC to become the largest fingerprint chip supplier in the global Android camp. According to the financial report data released by Huiding Technology, in the first quarter, Huiding Technology's revenue was 731 million yuan, a year-on-year increase of 90.21%, and its net profit reached 175 million yuan, a year-on-year increase of 150.04%.
Female fingerprint recognition is still the standard configuration in terms of mobile phone trends, and it is expected that HSBC will continue to continue its high-growth performance in the second quarter of 2017 and even the whole year of 2017.
Huiding Technology's new fingerprint recognition chip solution has successfully obtained orders for a number of new mid-to-high-end smartphone products. In addition, orders for new mobile devices such as notebooks and tablets, Huiding's 2017 performance has been established.
In the future, Huitong will continue to extend its fingerprint recognition chip product line to new application markets such as smart home, automotive, industrial, and financial technology, in order to expand its investment in future biometric chip business opportunities, and hope to continue the company's rapid growth in revenue and profits in recent years.
The global fingerprint recognition application market is constantly expanding, and the application environment is constantly increasing. The first goal of fingerprint recognition is to replace the key! Speaking of this, if future cars rely on fingerprint recognition to open the car door, the rich man would be crying. In the future, future Porsche and Martha Harpoon have no car keys, how can I show off my wealth? The market for
is expanding. At the same time, domestic IC design companies are no less than foreign suppliers in all-round service content such as chip hardware, algorithm software, and institutional firmware development. As long as they make good use of the best weapon of chip cost-effectiveness, it is expected that domestic IC design companies will seize the market share of foreign fingerprint recognition chips faster, and their performance growth will also be significantly higher than market expectations.
Problems and risks in the fingerprint recognition industry
is by no means singing praises or advocacy here. Of course, you must also see the problems and risks when you have the opportunity. Although the market share of domestic fingerprint recognition companies has been increasing in 2017, and the company has shown a trend of revenue and profits moving forward in parallel, as more and more companies enter the market, the price of fingerprint chips is on a downward trend for a long time, and the gross profit margin of enterprises will also be in a long-term decline.
Historical stories of enterprises using short-term market share growth to exchange for long-term gross profit margin decline space have repeatedly told the global IC design industry that although there is no immediate worries, there must be a law of inertia of long-term considerations.
As foreign suppliers are gradually squeezed out of the market, the next step is a civil war between domestic companies, and the means of civil war between domestic companies is a habitual use of low-level means such as price wars.
At present, the market share of fingerprint recognition of domestic companies is constantly increasing, indicating an upward smooth curve, while gross profit margin is in a downward trend for a long time, indicating an downward smooth curve. Will the intersection of the two be a golden cross or a dead cross?
can facial recognition replace fingerprint recognition?
In the field of fingerprint recognition, foreign FPCs and domestic HSTO became beneficiaries, and Qualcomm also made efforts to enter the under-screen fingerprint unlocking in the second half (ultrasonic fingerprint recognition technology). So is fingerprint recognition the ultimate solution for the recognition function? When fingerprint recognition is rampant, leaders including Qualcomm, Apple and Microsoft (Microsoft) are accelerating the development of facial recognition technology. Recently, Samsung released Note supported three major recognition functions, including fingerprint, iris and facial recognition, all of which are supported.
, Qualcomm has enhanced the facial recognition technology function through depth perception. Even a 3D-printed mask cannot fool Qualcomm's Spectra technology, but twins may cheat their face recognition technology. In addition to smartphones, Qualcomm also equipped its Spectra product line on other mobile devices such as cameras. The most eye-catching thing about
is Apple's upcoming new iPhone 8. It is reported that it may be equipped with facial recognition technology. We know that Apple is the biggest promoter of technology trend. Although it is often not the pioneer of technology, once Apple adopts a technology, it will push this technology into a trend.
has not yet announced that it will use facial recognition technology, nor has it said that its 10th anniversary iPhone will adopt this technology. However, Apple has long entered the field of infrared depth-mapping and facial recognition technology, and has obtained many patents.
From the current perspective, facial recognition is not mature in the mobile phone field. At least Samsung’s facial recognition is not used frequently, so it is difficult to replace fingerprint recognition in the short term unless Apple can make unexpected innovations.
The biggest market for facial recognition is not in the electronic device field
facial recognition, but often refers to the recognition of the face of a certain person, but the face of multiple people and N people. It is generally called face recognition. If the usage scenarios of facial recognition are limited to the unlocking end of the mobile phone, it is very limited. In addition to using 1:1 identity verification on mobile phones,
face recognition can also be used for 1:N identity matching. For example, if you only need to provide photos of the children, you can search in all video surveillance databases in one area, and find criminals, etc.
All application areas of facial recognition should include security, access control, new retail, identity verification and other fields. At present, the main applications of facial recognition should still be on the enterprise side, and there are not many personal consumption side. The profit model of facial recognition in various industries is roughly as follows.
Currently, there are still many listed companies in China that are truly involved in facial recognition. Unlike fingerprint recognition, facial recognition is more of a complete system, not just relying on a recognition chip.
KU High-tech: In 2012, the company's subsidiary Hanbai Technology, Tianjin University and Nankai University established a national applied mathematics center led by Academician Chen Yongchuan of the Chinese Academy of Sciences, and successfully developed the first achievement in early 2016 - a facial recognition algorithm based on artificial intelligence technology.
main products: cooperative recognition (gate, counter); non-cooperating (monitoring, defense)
The information comes from Anxin Securities. I like their research report
Shensi Electronics: Shensi Electronics vigorously promotes the industrialization of facial recognition, and has completed batch applications in the fields of park management, hotel check-in, vault security, tax certification and construction sites. In 2016, Shensi Electronics and Yitu Technology jointly established Shensi Yitu, using the complementary advantages of both parties in the fields of facial recognition and vehicle recognition, thereby creating a comprehensive solution in the field of computer vision.
products: S-11 Bank Mobile Industry Exhibition System, S-23 Public Safety Prevention and Control System, S-27 Certification and Image Certification System, S-78 Real-name Tax Authentication System.
Oriental NetLi: In July 2015, Oriental NetLi and SenseTime established a joint venture company, Shenzhen Net Vision, using the synergy advantages of both parties to perfectly implement the facial recognition technology industry, and develop intelligent video analysis algorithm products based on deep learning based on security field. Its products have been successfully applied to the public security, education, transportation and other industries through efficient capture and recognition performance, accurate feature extraction and facial recognition technology.
products: face recognition, crowd control, crowd analysis system
Jiadu Technology : In 2015, Jiadu Technology and the Chinese Academy of Sciences jointly established Yuncong Technology Company, and focused on the research and development of core algorithms for forward-looking technologies such as facial recognition and the industrial application of "Internet + pan-security". Since 2015, Jiadu Technology has cooperated in depth with many banks, committed to combining facial recognition technology into the application scenarios of financial services, and has developed dozens of bank intelligent solutions, which have been widely used.
products: real-time face alarm system, face sharing service platform, face collection and search system.
has two major security leaders, including Hikvision and Dahua Co., Ltd. in facial recognition. It also includes Hanwang Technology, Sichuan University Zhisheng, etc.
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