Netease Technologies News, August 5, according to foreign media reports, in the context of stagnant sales of smartphones, companies providing sensors for cameras and face recognition systems are ready to usher in a minor climax.
The following are the translations:
The slowdown in sales in the global smartphone market has made life difficult for semiconductor manufacturers. Chip giants, including Qualcomm and Samsung Electronics, have recently released disappointing earnings prospects. The price of memory chips is also approaching an all-time low.
Global smartphone sales are falling as the cycle of upgrading and replacing phones prolongs
The market for 3D and camera sensors has become a rare bright spot in the industry. Smartphone manufacturers are either trying to find major innovations or delaying the launch of major innovations, leaving them to mobile devices that support 5G functionality and can transmit large amounts of data quickly. At the same time, head companies are pursuing progressive design improvements like squeezing toothpaste, such as making the mobile screen bigger and improving the quality of the camera. As fingerprint scanners make way for optical sensing systems that drive face recognition, mobile phone displays often need to be equipped with more sensors.
This is undoubtedly good news for Sony, Infineon, Italian-French Semiconductor and Amazon Semiconductor (AMS AG). Two years ago, the iPhone X ushered in Face ID facial recognition, bringing 3D sensors to the general public for the first time. Now, there are signs that the technology has finally made some progress.
Both Sony and Fashion Semiconductor's sensor divisions are their fastest growing businesses in the last quarter, boosting productivity for a wave of new smartphones in the third quarter. Amazon Semiconductor also abnormally predicts that growth will exceed expectations for the rest of the year.
This new growth momentum is related not only to facial recognition technology, but also to camera. Despite the decline in mobile phone sales, mobile phones still on sale tend to be equipped with more advanced image sensors, which can bring higher profits to manufacturers.
Both Huawei and Apple have taken photos as a big selling point. P30Pro.
This has boosted the demand for image sensors and 3D sensors, which are used to improve the focus and depth perception of rear cameras and face recognition of front cameras. The next generation of Apple's high-end iPhone will be released later this year, with three rear cameras, Bloomberg reported.
Alphabet's Google will also launch an upgraded version of the Pixel smartphone, which includes an innovative 3D motion sensor array that allows users to control the phone without touching the screen. Many of its underlying hardware will be provided by Infineon.
For sensor manufacturers, their technology investment returns are later than they expected. AMS had predicted that its huge investment in such technologies would soon yield returns. The company invested improperly and its shares suffered losses. Infineon, Sony and Yifa Semiconductor are on a robust investment path, relying on cash flow from other businesses.
Sensor technology became one of the fastest growing businesses of Italian Semiconductor and Sony in the second quarter.
Cameras and facial recognition sensors have recently been more widely used, in part because of a new type of
Semiconductor has a close relationship with Apple, so it may benefit most from the next generation of the iPhone. Sony has also partnered with the California Cupertino company and benefited from the rise of Huawei's smartphone business. Google's smartphone business is still small, limiting Infineon's growth, but the search giant's phone has become the design standard for other phones using its Android operating system. This will be very beneficial to Infineon.
Usually, new technologies are used in industry before they can penetrate into consumers. The reverse is true for 3D sensors. Companies such as Italian-French Semiconductor and Infineon are building partnerships with suppliers that will continue after sensors enter the factory in a few years. In addition, more sensors will enter the car to monitor the driver's behavior and attention. Everything is going well for the industry. (Lebanon)<#comment>#comment><#comment>#comment><#comment>#comment>