When I came into contact with Goodix Technology, I was running a digital brand in Shenzhen. At that time, touch screens gradually shifted from resistive screens to capacitive screens. The entire industry was groping. Shenzhen was full of manufacturers that invested in the production of touch screens. Touch screens have many structural methods, but no matter what technology and structural design are used, they ultimately need touch ic, also called driver ic. This is the same as computers need CPUs and mobile phones need main control chips.
The quality of the touch screen driver IC has a great impact on the stability and user experience of the touch screen. At that time, the best domestic touch IC manufacturer was Goodix Technology. Of course, the price was also more expensive than other domestic manufacturers, followed by Duntai Technology from Taiwan. Goodix's touch IC technology has advantages, strong anti-interference ability and good stability, but Goodix’s business capabilities are not as good as Duntai in terms of marketing and sales, and its sales ranking has always been behind Duntai.
Goodix Touch IC Products
Enter the fingerprint recognition market
Goodix Technology is a technology-driven company that has invested heavily in new technology research and development and has relatively good innovation capabilities. Due to the maturity of touch screen technology and fierce price competition for touch ic, Goodix began to turn to the new technology market and successfully developed fingerprint recognition chips, and reached the top position in sales of fingerprint recognition chips for Android smartphones last year.
At present, the company’s fingerprint recognition chip sales account for 80% of its total revenue. Major domestic and foreign mobile phone brands such as Huawei, Xiaomi, OPPO, vivo, Samsung, etc. are its customers, and gradually expand the business market, starting to sell in notebooks, smart door locks, Automotive and other fields have strengthened promotion and made continuous progress. Manufacturers such as Dell, HP, Asus, Acer, Toshiba and others have successively become Goodix customers.
Research and development of under-screen optical fingerprint recognition technology
After the 10th anniversary of Apple's mobile phone iPhone X, abandoning fingerprint recognition and turning to 3D structured light face recognition technology, full-screen technology became popular, and major mobile phone manufacturers have been digging their heads to increase the screen-to-body ratio.
From touch chips to fingerprint recognition chips, Goodix has been following in Apple's footsteps, but this time in the full-screen competition, Goodix has chosen a new direction to develop under-screen optical fingerprint recognition technology. Because if you immediately turn to the new 3D structured light face recognition technology, it will be very unfavorable to Goodix’s previous accumulation of fingerprint recognition technology. It is better to do in-depth research and development in fingerprint recognition, master the initiative, and break through the existing technical bottlenecks. Open up the market.
The under-screen optical fingerprint recognition technology, due to the high technical requirements, is difficult to realize the traditional LCD liquid crystal display, while the new OLED display has the conditions for research and development due to its simple structure. The specific realization of the under-screen optical fingerprint recognition technology is to place the fingerprint sensor under the OLED screen, and the problem of insufficient light transmittance needs to be addressed.
Goodix has invested a large number of R&D personnel to strengthen R&D in optical system design, image sensors and algorithms, and successfully achieved mass production, leading the global under-screen fingerprint recognition market and becoming the first fingerprint recognition manufacturer to eat crabs. At present, VIVO, OPPO, Xiaomi, Huawei and other manufacturers have been mass-produced and shipped. Huawei's latest Mate20 series products and Honor magic2 new products will also be equipped with Goodix's under-screen optical fingerprint recognition technology.
Fingerprint recognition technology under the mobile phone screen
At present, the Android camp, the under-screen optical fingerprint recognition technology and the Apple ios camp, 3D structured light face recognition technology, are juxtaposed to become the unlocking solution in the full-screen era.
Future R&D investment direction: 3D structured light, NB-Ito
Although successfully breaking through the technical bottleneck and taking the lead in realizing mass production of under-screen optical fingerprint recognition technology, Goodix has not given up on 3D structured light face recognition technology and is expected to achieve mass production within the year.
NB-Ito, or Narrowband Internet of Things, is a more general concept, which is to realize the connection between people and things and the connection between things and things through mobile networks. Goodix acquired CommSolid, a German cellular IP semiconductor provider, at the beginning of the year and announced its entry into the NB-IoT industry. Combining Goodix’s RF chip development technology, Goodix will launch the first generation of NB-Ito commercial products early next year.
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