Wired
Today, Tianfeng International Guo Mingchi released a new report. The report pointed out that fingerprints under the optical screen are expected to become the mainstream solution again from 2021. Due to the high cost of fingerprints under ultra-thin screens (ASP is more than 100-200% higher than optical) and lack of innovative user experience, the market share will gradually decline in 2020, and it is estimated that it will almost completely withdraw from the market from 2021.
The report pointed out that the supplier, Xinjuke, due to the improvement of the under-screen fingerprint industry structure and product portfolio, the company will start to turn a profit from 4Q20. Benefiting from a significant improvement in the product portfolio (6P lens, periscope lens, and under-display fingerprint lens), production capacity expansion by approximately 80%, and automation to reduce costs, revenue and EPS will hit a record high in 2021, each at approximately NT$36 –4 billion yuan and NT$4–4.5.
Since 2021, Xinjuke has once again become the exclusive supplier of global under-display fingerprint lenses. Largan and Lianchuang Electronics have gradually withdrawn from the optical screen fingerprint market since 1H20 due to changes in their company strategies. It is expected that Xinjuke will be the exclusive supplier from 2021. Benefiting from the recovery of market share, Xinjuke’s shipments of under-display fingerprint lenses will grow by 100–120% YoY to 200–240 million units in 2021.
It is estimated that starting from 1Q21, Xinjuke will start shipping high-end 6P lenses for 48MP cameras. The ASP is about 100% higher than the fingerprint lens under the optical screen. Initial customers include vivo and OPPO.
In cooperation with Qiu Ti, Xinjuke will promote a low-cost version of the periscope camera in 2021. The ASP of the periscope lens is 150–200% higher than the fingerprint lens under the optical screen. Lenovo is currently the main customer, and potential customers include OPPO, vivo and Xiaomi.
It is predicted that Xinjuke will set up a new factory in 2021 and start shipping in 2Q21. Starting from 2Q21, the total monthly production capacity is expected to increase by 80% to 45 million lenses. The new production capacity will focus on providing high-priced mobile phone lenses, including 6P lenses and periscope lenses. The delivery time is expected to be 2Q21.
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