https://www.redeye.se/events#/videos/rnk9yhb6
주요 내용
* There will be 10-15 different versions of ID sensor applications (Optic, Ultrasonic, Hotspot, Large Area, Full ID, Different Screen OLED, LCD, ..)
* FPC will have to choose which Appl. to target
* FPC optical sensor will be launched 2019, later on UltraSonic
* Apple's FACE not affecting China market yet - in China they still see fingerprint sensor as best way for payment and to start the phone
* Biometric Smart Cards will be with fingerprint sensors
* Market total of 1.5 billion smartphones produced per year - flat trend
* Market total of 4 billion Smart Cards (not yet Biometric) produced per year - trend 3-4% increase / year
* No trend that Mobile payment is replacing SC payment
* 2019 mainly continued pilots of BSC for FPC, 7 pilots ongoing and more to come, takes time however, banking industry wants to trial it out thoroghly before high volume production
* 10M by locks with fingerprint sensors in China in 2018, ~ 15M 2019, almost nothing in US and EU
* FPC first launch of fingerprint sensor and Iris for Automotive in 2018
* Iris will get mainly into Automotve and IoT, border control was also mentioned by CF
* FPC has very strong IP in fingerprint and Iris sensor core technology
* Partnership with smart card and smart phone OEMs vital for FPC's business, FPC will remain a small scale company
* Competitive landscape has changed from 3-4 to 50-60, especially from Asia
* FPC still among top 4 regarding volumes
* FPC will aim to be the leader within the segments they choose to compete within but will not compete in all
* No 1 priority for FPC will be security. Small sensor and secure SW best for security because more difficult to take a smaller part of the finger for BSC applications
* Speed and small size also important for BSC.
* 5y vision: Mobile still big part but smaller part compared to today of total FPC business, Biggest leg will be BSC. Embedded (Automotive, IoT, Access) will also complement
* No other plans than to get back to growth
p.s
NXP, STM은 FPC(업계 최고의 저전력)를 선정했지만 인피니언, 후지쯔는 Next Biometrics(Flexible, Bendable 이슈에서 앞서있다)를 선택.
추가로 인피니언은 IDEX와도 제휴한다는 발표도 며칠사이에 추가로 있었음.
점유율이 높은 토탈 솔루션을 제공하는 Gemalto와 IDEMIA는 FPC, IDEX센서(고객이 선택) 모두를 공급한다.
European central bank payments statistics, September 2018.