South Korean parts supplier Partron will be providing the majority of the optical fingerprint recognition sensor modules for Samsung Electronics. Close on its heels are MCNEX and Dreamtech.
Industry sources said on July 26 they expect Partron to supplying more than half of the demand for the Samsung phones.
Optical fingerprint recognition sensor modules are a part of the display-embedded FOD (Fingerprint-On-Display) technology. They were applied to the Galaxy A series – the A50, A70 and A80.
“This year, about 50% or more of the optical fingerprint recognition sensor modules for the Galaxy smartphones are to come from Partron, while MCNEX and Dreamtech supplies 30% and 20%, respectively,” said one industry watcher close to the matter.
According to market research firm Trendforce, FOD-related technology including optical and ultrasonic recognition, is expected to account for a whopping 50.3% percent of the smartphone fingerprint recognition market by 2022, up from this year’s 22.9%.
During the same period, the market share for the existing capacitive-based fingerprint recognition sensors used mostly in budget phones is forecast to drop to 49.7% from 77.1%.
A big part of the reason is the affordability of the optical type, which costs $5. Capacitive-based types cost $2.5, while ultrasonic sensor modules cost up to $10.
“The ultrasonic modules are likely to go into the flagship models, while the rest will be pretty much dominated by the optical sensors,” said one industry expert.
For this year, Partron has upwardly revised its sales target for fingerprint recognition sensor modules to 150 billion won from its previous projections of 90 billion won.
Smaller rivals Dreamtech and MCNEX is closely following Partron.
As the nation’s No.1 fingerprint recognition technology firm, Dreamtech had said in February that its optical fingerprint recognition sensor modules would maintain a yield of at least 10 percentage points higher than its rivals.
In May, it added mass production lines for the optical sensor modules in May, but this was a step behind its competitors, and the firm now expects to supply less than the 73% it had provided for Samsung’s fingerprint recognition modules.
The firm had mistakenly assumed Samsung would opt for the optical sensor modules for its upcoming Galaxy Note 10, but instead, the tech giant had adopted the ultrasonic technology.
“We believe our market share in Samsung’s fingerprint sensor modules would decline this year, but thanks to our accumulated technology and know-how, we expect to gain more footing in optical sensor modules,” said an official at Dreamtech. "
Meanwhile, the modules from all three suppliers are based on the optical fingerprint sensors from Taiwan-based Egis Technology.
The Elec is South Korea’s No.1 tech news platform.