The $6.2 billion consumer biometric market is expected to reach $11 billion in 2027 with a 10% CAGR 2021-7, says Yole Developpement.

The future of the biometric industry will depend on the outcome of the battle between under-display FPS and face recognition.

Goodix, Apple, Fingerprint Cards, Synaptics, II-VI (now Coherent), OSRAM, Lumentum, Knowles are among those involved.

The growth will be driven globally by the need for secure phones where data is becoming increasingly centralised, laptops with sensitive files, and secure homes.

“The FPS market will continue growing thanks to ever-increasing penetration in smartphones, along with other end-systems like laptops, tablets, and smart door locks” sags Yoke’s Pierre Delbos, “with the replacement of traditional capacitive technology by under-display solutions, revenues will grow with a 13% CAGR21-27.”.

With all Android players shifting back to fingerprint biometrics, only Apple continued using face recognition in 2021. However, Yole expects Android players to return to face recognition solutions, leading to a $7 billion market in 2027.

With increasing performance from hardware and software/audio processing, the attachment rate of MEMS microphones in smart speakers featuring voice biometry will decrease.

Combined with price erosion, revenues will decrease with a -3% CAGR21-27.

The iris scanning market vanished back in 2019 when Samsung stopped integrating scanners into its smartphones. However, Yoke expects the market to reach $50 million in 2027 thanks to new end systems featuring iris scanning.

Today, the smartphone market is saturated, so Yole expects the long-term share distribution to depend on what is coming next on the technology side and the added value it provides to end-users. Hence, the future of the biometry industry will depend on the outcome of the battle between under-display FPS and face recognition.

Under-display sensors already maximise the screen-to-body ratio. The general industry is now pushing to develop full-screen FPS as they improve accuracy and provide extra functionalities to the phone along with multi-finger sensing.

It will be challenging to design full-screen fingerprint sensors based on optical CMOS technologies. Therefore, Yole expects new technologies like optical TFT to be developed as reliable and cost-effective solutions.

For face recognition, 3D sensors are expected to be integrated under the display in the future to continue to maximise screen-to-body ratios.

To do so, a major transformation of the industry could take place, shifting the IR wavelength from NIR to SWIR.

Hence, there is a need to develop SWIR imagers with alternative technologies, including InGaAs , SiGe , quantum dots, and OPDs.

Thanks to these alternative technologies in the biometric market, there is a broad range of stakeholders.

For emitting components, players like II-VI (now Coherent), OSRAM, and Lumentum supply VCSELs and LEDs. For receiving components, it will depend on the biometric solution.

For example, capacitive FPSs are supplied by players like Fingerprint Cards, Goodix, Synaptics, and Apple. Image sensors can be dedicated to under-display optical FPS, with Goodix and Egis the leading players.

NIR global shutter imagers are manufactured by STMicroelectronics for Apple’s Face ID.

And for voice biometry, Goermicro and Knowles are the leaders in the market.

By: DocMemory
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