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FINGERPRINT SENSOR FOR MASS MARKET APPLICATIONS
April 2015
Ralph W. Bernstein
(Consultant)
IDEX ASA and AmberCon
Mobile:+ 47 93059303
www.idex.no 14.04.2015
IDEX ASA OVERVIEW
SmartFinger® sensors
SmartFinger® algorithms
SmartFinger® solutions
Fingerprint solutions for mass markets • Leader in off-chip touch sensors • Flexible substrate swipe sensors
215 granted and Apple cross-license • Across 22 registered families • >40 patents pending
HQ Norway, US, Far East; >50 staff
Oslo Axess exchange; >1500 shareholders • Market cap: NOK 2,500M|$310M
INVESCO, Woodford Investment and World Wide Touch
PRODUCTS
MARKETS
STRONG PATENTS
GLOBAL OPERATIONS
PUBLICLY LISTED
INSTITUTIONAL & STRATEGIC INVESTORS
Mobile, Smart Cards, IoT
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MAIN MASS MARKET APPLICATIONS
14/04/2015
Cards ID & smart
Internet of Things (IOT)
Mobile devices
3
“…4.8 billion biometric mobile devices 2020…” Acuity Research, January 2015
“…more than 80 billion Internet-connected devices projected to be in use in 2024…”
IHS, Top 10 technologies transforming the world
“…over 9 billion payment cards in circulation globally increasing to 16 billion by 2020…” Company data
Supporting mega trends
• Password replacement
• Payment
• Government ID
• Access control
• Security
STRONG VALIDATION OF FINGERPRINT SENSOR MASS ADOPTION
14/04/2015
Research analysts confirm biometric mass adoption • IHS: “Biometrics” and “Sensors” in top ten technologies transforming the world • Acuity Market Research: 4.8B biometric mobile devices 2020; $6B sensor revenue • Juniper Research: “Securing Your Data: The Time for Encryption, Tokenisation & Biometric Authentication” #1
of 10 tech trends 2015
4
Rapid mobile penetration and industry leader commitments • Sensors on flagship models (300M+ terminals) • Microsoft with biometrics Windows 10
Payment and mainstream applications embracing fingerprint • Mobile payment: Apple Pay, Alipay Wallet,
Samsung Pay • Banks to allow account access • Mastercard support on card biometrics
Source: Company websites
STRONG MARKET VALIDATION
14/04/2015 5
NEW PRODUCT DEVELOPMENT MOBILE MARKET DRIVEN
H2 2013
Apple iPhone 5S Touch in button
PRE 2013
Conventional large area
Touch
H1 2014
Samsung Galaxy S5 Swipe in button
H2 2014
Huawei MATE Touch
at rear
Q1 2015
Samsung Galaxy S6
with Rectangle Touch in button
Source: Company websites; IDC Worldwide Quarterly Mobile Phone Tracker, January 29, 2015
Fingerprint Sensor Enabled Mobile Device Launch Milestones
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Apple’s entry into the fingerprint market: • Capacitive fingerprint de-facto standard • Laid the foundation for fingerprint enabled payment • On-device authentication accepted • Small sized touch sensor • Not compliant with any established standards • Patent protection became vital
The internet of everything (IoE):
“CONNECTIVITY ANYTIME AND ANYPLACE FOR ANYTHING”
• Every device will become intelligent • Every intelligent device will become connected • Every connected device will become a transaction terminal Every device will become biometric
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ADDITIONAL SECURITY FACTORS REQUIRED
• IoE empowers surveillance, monitoring and tracking of everything
• Smart devices with sensors and smart tags allows tracking of a person’s movements, transactions and even habits and behavior
• Fingerprint biometrics is bridges the identity gap between the digital IoE and the analog human being
• Biometric verification enables connected objects to recognize and verify authorized users
• IoT applications demands biometric systems to be an integral part devices and “things”
• Secure, safe and simple multifactor authentication:
- Something you have (device)
- Something you know (PIN)
- Something you are (fingerprint)
Mobile
• Small sized low cost (touch) sensors
• User-friendly and good-looking in-design
• Biometric performance (FAR/FRR)
• Secure authentication: FIDO, TEE, TrustZone, Trustonic, secure elements etc.
Cards
• Low cost flexible sensors
• Authentication within secure element (smartcard chip)
• Very low power consumption for contactless cards
• Standardization (card form factors, biometric templates etc.)
Embedded/IoT
• Small size swipe or touch
• Connectivity
• Low power consumption
• Low footprint software
MARKET REQUIREMENTS AND CHALLENGES
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Picture by James Sullivan
Human fingerprint : ~ 0,35-0,6 mm
IDEX single line sensor array : 0,05-0,085 mm
THE LANDSCAPE WE EXPLORE
10
ON-CHIP and OFF-CHIP SENSOR PRICINPLES
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“We note … IDEX will be able to offer a lower cost sensor than traditional silicon based sensor competitors because the sensor is decoupled from the chip and a large area chip is not required…” Analyst Charles Anderson, Dougherty & Company
Typical on-chip silicon touch sensor IDEX patented off-chip touch sensor
• 8 x 8 mm image
• Silicon IC 80mm2
• 8 x 8 mm image • Polymer sensing area • Miniature Silicon IC <15 mm2
• >30% lower cost • IDEX one of two capacitive
vendors
Silicon area = 25% of
fingerprint sensing area
Silicon area ≥ fingerprint sensing area
5x smaller IC
SUBS
NEW ALGORITHMS NEEDED FOR SMALL SIZED TOUCH SENSORS
14/04/2015
New algorithm delivers superior user metrics in reduced sizes
Image Area Square mm
0
5
10
15
20
25
20 25 30 35 40 45 50 55 60 65
False reject rate %
Acceptable level
IDEX Ridge pattern
Hybrid minutia
Image area reduced from 200 sq. mm to 30 sq. mm
IDEX & CARDTECH: INDUSTRY FIRST ISO STANDARD CARD
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Secure, safe, and simple authentication • Fingerprint sensor AND fingerprint information at
the card • Fingerprint information never leaves the card Privacy • No centralized fingerprint databases • Secure data handling Compatibility with existing infrastructure • Payment • Cloud and internet security • Governmental ID • Access control systems
ECOSYSTEM BUILT TO DELIVER TO TIER 1 CUSTOMERS
14
Mobile Device Providers
Semiconductor Integrators
Module & Packaging Integrators
Capacitive Fingerprint Sensor
Component Vendors
Silicon ASIC Semiconductor Manufacturers
Sold to Synaptics for $250M
Sold to Apple for $350M
14/04/2015
NEW PRODUCT DEVELOPMENT MOBILE MARKET DRIVEN
H2 2013
Apple iPhone 5S Touch in button
PRE 2013
Conventional large area
Touch
H1 2014
Samsung Galaxy S5 Swipe in button
H2 2014
Huawei MATE Touch
at rear
Q1 2015
Samsung Galaxy S6
with Rectangle Touch in button
Source: Company websites; IDC Worldwide Quarterly Mobile Phone Tracker, January 29, 2015
Fingerprint Sensor Enabled Mobile Device Launch Milestones
15 14/04/2015
Mobile silicon touch
with CrucialTec
Swipe for IOT and
cards
Mobile off chip touch with Cypress
Multiple form factors
Investment into mobile
Acquired touch IP PicoField
IDEX products ready for market uptake in 2015
Mobile swipe
IDEX Mobile Sensor Product Launch Milestones
SUMMARY
• Mass market deployment of biometric authentication triggered by introduction of TouchIDTM in iPhone 5S. CAGR of biometric smart devices 65% expected towards 2020
• 3 main mass market application areas emerging:
- Mobile devices
- Smartcards
- IoT
• Capacitive fingerprint sensing has become the de-facto standard for biometric authentication in consumer market
• A massive amount of new services and businesses will become enabled by biometric authentication
- using personal, connected, portable biometric devices carrying biometric information and a person’s credentials
- empowering mobile payment, cloud services, Bring Your Own Device (BYOD), NFC, access control and much more
• New technologies, products, services and standards will be required.
IDEX:
• Launched new touch sensor at MWC in March with Cypress
• Extensive sampling to mobile OEMs with partners to win programs in Q2
• Demonstrated progress with glass swipe sensor technology at MWC
• Flex touch product development to enable ID/payment biometric cards
• Product sampling to meet emerging demand for IoT applications
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