As we all know, the combination of biometric technology and consumer products will bring unlimited business opportunities, and it is also one of the trends that major manufacturers pay the most attention to. From the touch screen, fingerprint unlocking and mobile payment in mobile phones to Apple’s use of 3D face recognition as the watershed for the 10th anniversary of the iPhone, the importance of biometrics has been proved once again.
Under this trend, other Taiwanese manufacturers such as Elan, Duntai, MediaTek, etc. have also used external mergers and acquisitions or internal incubation in recent years to further diversify and integrate various display, touch, biometric and other technologies to achieve brand names. A win-win situation between customers and suppliers. Among them, as one of the leading touch IC manufacturers, ELAN has followed the trend and used its own advantages to focus on OLED, 3D face recognition, AI and other fields to seek sustainable and rapid development.
Significant contribution from new customers in August revenue reached NT$819 millionOn September 5, Elan released its monthly revenue data for August. The data showed that its revenue in August was NT$819 million, an increase of 10.75% over the same period last year and a monthly increase of 3.93%. Handed over the records of annual growth and monthly growth.
Specifically, Elan’s August revenue composition is that touch applications and biometrics applications accounted for 68% of the month’s consolidated revenue, and non-touch revenue accounted for 32%. Among them, touch screen chips continued to grow, an increase from the previous month. Up to 3.9%, the monthly increase of microcontrollers was 3.6%, and the revenue of pointing devices (PST) increased by 18.6%.
It is understood that Elan’s revenue growth in August was mainly due to the fact that new American customers have begun shipping since the second quarter, and that the penetration rate of existing touch screen and touch panel customers has effectively increased, which has pushed up single-season and single-season sales. The monthly performance is higher, and the legal person in the market is optimistic. After the company enters the peak season of the electronics industry in the second half of the year, performance growth is expected to continue.
In addition, Elan stated that the customer’s product shipments include touch screens and touch panels, and therefore have a significant contribution to revenue. Usually, a model will have a shipment time of one year to one and a half years, and the follow-up will continue to The customer develops new models, which is expected to inject momentum into future operations.
It is reported that Elan has exclusively won Microsoft’s new 10.1-inch Surface Go touchpad and touch screen chip this year, driving the shipment of touchpads and touch screen chips in the second quarter of this year to increase by more than 20%, and the average unit price of Surface Go modules 3 times higher. In addition to Microsoft's new products, as existing customers include first-tier brands such as Lenovo, HP, Dell, Asus, etc., shipments in the beginning of the second quarter increased by more than 50%, which is also conducive to the increase in gross profit margin.
In addition, according to the author's compilation of Elan’s 2018 single-month revenue data, Elan’s revenue has shown a monthly upward trend since the second quarter. Among them, the revenue achieved in May, June, and July was 7.18 respectively. It was NT$ 727 million, NT$ 789 million, and broke the NT$ 800 million mark in August, showing outstanding performance.
In addition, according to Rising Sun’s big data, ELAN’s fingerprint chip shipments in the first half of the year were 5.9kk, of which the shipments in April, May and June were 0.8kk, 1kk, and 1KK, respectively. On the whole, ELAN's fingerprint chip shipments in the first half of the year showed a steady growth trend.
The legal person expects that ELAN’s operating targets for the third quarter should be successfully achieved, estimated to reach NT$2.36 billion to NT$2.42 billion, which will increase by 12% to 15% compared to the second quarter. In addition to the traditional peak season effect, the start of shipments by new customers, coupled with the continuous increase in customer penetration, will be the main driving force for ELAN's third quarter performance.
Touch and biometrics usher in strong growth and actively invest in the field of artificial intelligenceIt is reported that Elan’s products mainly include touch ICs, stylus ICs, and are also actively deploying TDDI (touch and display driver integrated IC), AI and other related products. Since the beginning of this year, the revenue from touch ICs accounted for about 60% to 70%, including touch panels and touch screens. In addition, fingerprints and biometrics, and non-touch ICs are also important operations in the first half of this year.
In terms of touch control, ELAN has continued to enter the mobile phone supply chain, and its flagship mobile phones with touch screens and OLED panels are expected to contribute from the first half of next year. The legal person said that compared with LCD, the touch driver IC of OLED panel has come to the stage of integrating TDDI, and the gross profit rate of touch IC products of OLED panel is better than that of LCD, and the future market prospect of OLED panel is bright.
ELAN explained that as the NB market has gradually become saturated in recent years, it is imperative to enter the mobile phone market and will continue to deploy in this direction in the future. ELAN’s TDDI will also enter land-based mobile phones with a pen, and it is expected to increase the volume by the end of the year. .
In addition, the outside world is also concerned about the status of the shipment of touch products with pens. Elan stated that about 40% of touch screens were shipped with pens last year, and this year is expected to increase. The legal person said that as Microsoft continued to subsidize the pen-based terminal brand products this year, it is expected to increase the willingness to adopt the stylus.
In addition, previous reports pointed out that the Apple iPhone will be expected to support the stylus Apple Pencil, sweeping away the rumors that the iPhone cannot be imported into the stylus. Coincidentally, after Apple announced that it will support stylus, Huawei, the mobile phone leader in mainland China, also rumored that it will introduce a stylus solution.
Elan has been working in the stylus market for a long time. At present, its own touch IC pen solution has passed the certification of Microsoft and Google platforms. As Apple and Huawei may add stylus functions in the smartphone market, legal persons are optimistic about it. In the future, ELAN has the opportunity to multiply the shipment volume of the touch pen solution. It is reported that the ELAN touch pen solution has shipped 3.1 million units in the first half of this year.
In terms of biometrics, Chairman Ye Yihao emphasized that the current market price of mobile phone fingerprint recognition is very serious. In order to relieve the pressure that this business may bring, ELAN also took the opportunity to cut into the 3D face field to increase its advantages. As far as the overall direction is concerned, it is now mainly towards the combination of face and fingerprint recognition. Ye Yihao also revealed that this will be ELAN's future competitive advantage in the mobile phone fingerprint recognition market.
Previously, Xiaomi released the Mi 8 Explorer Edition with under-screen fingerprint recognition and 3D face recognition solutions. This is the world’s first 3D structured light face recognition Android phone, which seems to announce that future mobile phones will co-exist two or more biometric technologies. It also seems to echo the Elan’s strategy of combining face and fingerprint recognition.
At present, major companies are emphasizing the various possibilities that can be achieved with AI computing capabilities, and major companies have deployed artificial intelligence. In the first quarter report of this year, Elan has announced that it has officially stepped into the field of artificial intelligence, and plans to implement products from AI applications covering biometrics to automotive electronics, and finally expand the development of AI platforms, which will be a medium to long-term business for enterprises. Operational planning blueprint.
In the report, Elan stated that for the development of AI, the overall plan is to invest more than 100 human resources in the next three years, and the investment will account for 15% to 30% of the total research and development expenses. This is an important ongoing work. It predicts that this part of the company's future revenue contribution will increase year by year.
In general, with the outbreak of full screens, the battle between 3D face recognition and under-screen fingerprints has also intensified, and ELAN, which is also deploying 3D face recognition and under-screen fingerprints, is expected to usher in new room for growth in the field of biometrics. At the same time, Aegis and Duntai, both of which are Taiwanese manufacturers, are not far behind, and they are striving to deploy AI or biometrics in the field of AI or biometrics, in order to achieve early access in the future market.
Eye protection:The principle of chlorophyll defocusing is adopted to prevent the eyeball from focusing for a long time, effectively alleviate eye fatigue, and achieve better eyesight protection.
Anti-blue light, ultraviolet light:The Green Light Film can actively filter the target wavelength while providing a band in the range of 380-400nm. It can effectively block 100% harmful light.
Edge coverage:The soft material fully covers the edges of any device, so it can be affixed to curved screen and round edges, 100% provides excellent edge coverage, and there is no gap between the edges of the device.
Oleophobic and waterproof:The oleophobic coating surface of the Green Light Screen Protector can provide your phone with oleophobic and waterproof properties, which can prevent sweat, grease residue, and fingerprints.
Sensitive touch:The 0.14mm ultra-thin film does not interfere with the touch response, almost as if it does not exist. When using a mobile phone, the fingertips can be easily swiped, bringing you a comfortable gaming experience.
Green Light Film,Green Light Screen Protector,Anti Green Light Screen Protector,Anti-green Light Screen Protector
Shenzhen Jianjiantong Technology Co., Ltd. , https://www.jjttpucuttingplotter.com