Yole notes reshaping of biometric sensor market
12 December 2018 16:43 GMT

Over the last five years, the promising and highly dynamic consumer biometric sensor market has been totally reshaped, announces French market research firm Yole Développement (Yole) in its latest technology & market report, Consumer Biometrics: Market and Technologies Trends. 

Under this new analysis, the market research and strategy consulting company, Yole outlines "the evolution of the value chain and the infrastructure". It describes also the competitive landscape with major established and new players. 

“After being developed for homeland security and used in industrial applications, the new target of biometrics is the consumer market since several years now”, comments Guillaume Girardin, PhD, Director, Photonics, Sensing & Display division at Yole. 
The “first wave” of biometric technology came five years ago, bringing fingerprint authentication (among other things) to the mass market. Apple introduced TouchID capacitive technology for the iPhone 5S, pushing Android players to embrace the biometric sensing market. This massive upturn in interest fueled the fingerprint sensing market up to US$3.5 billion in value by the end of 2017… 

Yole’s analysts propose you today to discover the status of biometric technologies for consumer applications and evaluate the business opportunities behind.

As anticipated by Yole in mid-2016, biometry’s “second wave” began with the introduction of the iPhone X in September 2017, when Apple set the standard for technological advancement (and use-cases) for 3D sensing in consumer. Apple conceived a complex assembly of camera modules and VCSEL light sources using structured light principles, along with an innovative NIR global shutter image sensor from STMicroelectronics to perform secure 3D facial recognition.

System Plus Consulting, partner of Yole, is strongly involved in the analysis of the latest biometrics identification solutions in the smartphones. Thanks to its expertise, the company identifies the technologies, the related process flows and suppliers and evaluate the related manufacturing costs. The iPhone X 3D sensing solutions as well as other systems such as the VIVO X21UD Fingerprint under Display, the Oppo Find X 3D Face Recognition, the Xiaomi Mi 8 Explorer and others are part of the collection of reports proposed by the reverse engineering and costing company, System Plus Consulting. 

“In the latest year the biometric solution of the fingerprint has been integrated or replaced by a more complex 3D face recognition structure; this trends is visible in all the flagship smartphones”, says Audrey Lahrach, Cost Analyst at System Plus Consulting.

This second wave, led by biometry with 3D sensing, is ongoing and will increase market value toward US$17 billion by 2022. But biometry is not only a matter of fingerprint or face detection but also iris and voice recognition. Regarding the overall breakdown of biometry recognition, Yole’s biometric report estimates that the proportion of each type of detection will be quite unbalanced in the future. 

“At Yole we think that 60% of biometric module in volume will be coming from face recognition module while fingerprint, about 40% will see a decrease over time of its value due to competition and alternative implementation leading to cost reduction”, explains Guillaume Girardin from Yole.

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