Although there is no such big customer as Apple, SynapTIcs has always been an important brand in the touch field. In this year's Computex 2014, SynapTIcs CEO Rick Bergman also personally came to Taiwan to participate in the event. Accepting media interviews and expressing high regard for the Asian market, Bergman also acknowledged that Asia is indeed an important market, and repeatedly expressed the amazing growth of the Asian market in his speech.
The company has double-digit revenue growth every year. It is expected that fingerprint identification will become a hot technology in the market. In 2014, the company also experienced a 44% year-on-year growth in mobile device revenue due to fingerprint identification technology. Currently, 74% of the company's revenue comes from mobile phones, 10% from tablets, and 16% from notebooks; in FY16, the company predicts that revenue from notebooks will be less than 10%.
Fingerprint recognition will become the standard
Bergman said in the meeting that the company's products have already entered the mobile phone industry in Greater China, including Huawei, ZTE, Lenovo, OPPO, HTC, Xiaomi and other mobile phone manufacturers, have adopted the touch technology of SynapTIcs. At the same time, more and more mobile phone manufacturers will begin to use fingerprint touch technology. According to Rick Bergman, in addition to traditional high-end mobile phones, fingerprint recognition will enter the low-end smartphone market next year, which seems to imply fingerprints. Identify the standard devices that will become mobile phones in the next few years.
According to a survey conducted by SynapTIcs, the average annual compound growth rate (CAGR) of high-end mobile phones will slow down to 9%, but the average annual compound growth rate of low-end smartphones will continue to maintain 19% in 2016. High-end mobile phones are expected to ship 921 million, while low-end mobile phones will ship 565 million. In 2016, smart phones will have an annual shipment of 1.5 billion.
Because Apple has its own Touch ID technology, the biggest enemy Synaptics encounters in the same field may be Apple when fingerprint touch is about to become standard on mobile phones. Synaptics will also extend the field of fingerprint touch to the control panel of the entire mobile phone in the near future. The company's long-term goal is to extend fingerprint recognition to the panel of the entire smart device, so that the entire panel can be fingerprinted.
Wearables and the Internet of Things
Although the company's main revenue comes from notebooks, tablets and smartphones, the company has also tried to improve touch technology in various fields. Bergman said that from the fourth quarter of 2014, there will be More smart watches using Synaptics touch ICs are on the market, but the proportion of smart watch touch in the company's products is still unclear. In fact, Google Glass is the touch IC technology that uses Synaptics.
However, compared to smartphones and tablets, the biggest challenge of the watch is that the touch area is too small, so the range and function of the watch can be limited. Synaptics may also develop some 3D suitable for smart watches. Touch technology (using gestures), such as placing a finger on a specific periphery of the watch, can activate some special features of the watch.
In the face of the upcoming problems of the Internet of Things, Bergman said that the company has close cooperation with panel factories including Chi Mei (in fact, there are many important panel factories in Asia, and Synaptics attaches importance to Asia), so they are confident It is said that as long as the panel factory selected by the IoT product manufacturers, most of them should choose the Synaptics solution.
At present, the company's products are also applied to the smart TV remote control panel.
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