Li Na
With the gradual penetration of AI technology on mobile phones, the era of "face brushing" is gradually approaching.
After Apple released the iPhoneX with FaceID face recognition technology, the demand of Android smartphone suppliers for 3D sensing technology has been blown out.
"The combined annual growth rate of the mobile terminal 3D sensing module market in the next three years is 209%. The market size is expected to grow from 1.5 billion US dollars this year to 14 billion US dollars in 2020." Cai Zhuo Shao told Chief Financial reporters that after the iPhone was equipped with 3D perception, brand manufacturers including Samsung and Huawei also showed high willingness to carry 3D sensing modules, and many domestic mobile phones were also waiting for the solutions of Qualcomm and other vendors to mature. .
Prior to this, Yu Chengdong, the head of Huawei's consumer BG, confirmed to reporters that he had “finished†the face recognition technology. Although OPPO and Xiaomi officials did not give a clear reply, they can be seen from Qijing Optoelectronic’s recently announced revenue report for the third quarter of 2017. The SLiMTM solution, which was launched in cooperation with Qualcomm, will be ready for mass production and shipments by the end of the first quarter of next year, with an initial capacity of 2 million units per month. Qijing said that it is currently working closely with a few top smart phone factories and aims to launch 3D sensing smart phones in the first half of 2018. From the relationship with Qualcomm, it is speculated that the partners of Wonderland are likely to be Xiaomi and OPPO.
Wen An Technology Chairman Assistant Deng Anming also confirmed to the First Financial reporter that in 2018 Wentai had already established a face recognition function on some midrange models and had begun to contact several suppliers for 3D camera module testing. Wentai is the largest mobile ODM manufacturer in China and provides design and manufacturing services for mobile phone brands such as Xiaomi, Huawei and Lenovo.
3D perception module market blowout
According to Cai Zhuo-Shao, an analyst at Tuoba, the market value of 3D sensing modules for mobile terminals in 2017 will increase by 703% over 2016, driven by the launch of the new iPhone at the end of the year. It is estimated that by 2019, as the development of other applications for 3D perception is more mature, mobile terminal manufacturers will accelerate the adoption of 3D sensing components on the main products, and the market will usher in another wave of growth.
"From the point of view of companies that have invested in 3D perception layouts globally, in addition to Intel's RealSense, Google's Tango, and Qualcomm and Qijing Optoelectronics, together with Infineon and pmd [a company that does CIS (image sensor)], etc., Every 3D-sensing manufacturer wants to get a share of it.†Cai Zhuo-shao told reporters that this also led to the stocking of AMS, Heptagon, Lumentum, and other supply chain components.
On the terminal side, the “trial†of 3D sensing modules by mobile phone manufacturers has already begun. Deng Anming told reporters that many domestic mold factories are conducting trials to prepare for the application of 3D vision on Android phones next year. At present, the 3D vision of iPhoneX was first successful, and the Android flagship machine must be on next year, otherwise the distance Will be pulled again.
He told reporters that the implementation of FaceID is based on a small area of ​​the iPhoneX that is not covered by the screen. This small area integrates up to eight components. In addition to microphones, speakers, front-facing cameras, ambient light sensors, distance sensors, etc., infrared lenses, flood illuminants, and dot matrix projectors are also integrated. “Because 3D vision modules are expensive, they are difficult to be widely used at around US$20.†Deng Anming told reporters that, apart from cost, the main problem is that the solution is not mature enough, and the recognition rate and 3D modeling capability are not enough. It takes time. Testing.
Huawei OPPO and other cautious incoming
“Now everyone is waiting for Qualcomm’s 3D solution to mature. Qualcomm’s solution will start R&D in 2016, Qualcomm will be responsible for the algorithm and system solutions, and Wonderland will be responsible for the core optical components.†Deng Anming told reporters that the industry expects Qualcomm’s 3D vision solution to be the fastest Business will begin in early 2018, so some models will be available in the first half of 2018. In addition to unlocking people’s faces, people are also looking forward to payment functions.
However, according to Cai Zhuo-Shao, whether or not the market can continue to erupt really depends on the attitude of other Android manufacturers. "How future manufacturers provide lower-cost and multi-dimensional 3D sensing applications will affect the follow-up speed of the overall market, and this will also depend on the development of third-party applications in the future and the improvement of the cost-effectiveness of 3D sensing modules."
Taking OPPO as an example, although it is actively engaged with the industry chain, it is still cautious about 3D perception technology.
OPPO officials mentioned in the reply to CBN that the maturity of the current (3D perception) development of this industrial chain is not high. Face recognition technology has two important links: the key device + AI algorithm. In fact, at present, AI algorithms are less likely to be obtained or mastered than key components. AI algorithm is a process from scratch, and more components are needed to solve the problem of capacity.
Yu Chengdong directly stated at the Mate10 conference that the portability of fingerprints is already very good. For all manufacturers, the application of artificial smart phones can not only be a marketing gimmick, but also at the basic level as well as the technical level. The application layer brings a good experience, such as the chip unicorn 970 algorithmic exploration, the chip has been commercialized in Huawei Mate10 and Glory V10, technically covering not only the face recognition function, but also noise recognition and voice assistance and other functions.
"For Huawei's face recognition technology has been developed but not commercially available, the value is not considered." Yu Chengdong told reporters.
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