Tou Bao Yan Jiu Yuan·2025-04-10 12:23Investment Rating - The report indicates a positive investment outlook for the ultrasonic fingerprint recognition industry in China, highlighting significant growth potential and opportunities for domestic manufacturers [5][8]. Core Insights - The ultrasonic fingerprint recognition technology has a promising market outlook, driven by increasing consumer demand for secure and convenient biometric solutions in smartphones and other electronic devices [5][6]. - The market for ultrasonic fingerprint recognition is still considered a blue ocean, with major players like Qualcomm and Goodix holding over 90% market share, indicating ample room for growth and competition [7][8]. - The industry is expected to experience substantial growth, with the market size projected to increase from 3.57 billion yuan in 2025 to 14.53 billion yuan by 2030, reflecting a compound annual growth rate (CAGR) of 32.41% [8][37]. Summary by Sections Industry Overview - The report provides a comprehensive overview of the ultrasonic fingerprint recognition industry in China, detailing the supply chain and market size development [2][5]. Market Dynamics - The demand for high-quality biometric solutions is rising, with ultrasonic fingerprint recognition poised to become a leading technology following optical fingerprint recognition [5][6]. - The core component of ultrasonic fingerprint recognition modules is the ultrasonic sensor, which plays a crucial role in identity verification by analyzing three-dimensional images of fingerprints [6][14]. Competitive Landscape - The current market is dominated by Qualcomm and Goodix, which together account for over 90% of the market share, indicating a concentrated competitive environment [7][8]. - The report notes that the domestic production of ultrasonic sensors is accelerating, which will support the development of downstream module packaging manufacturers [12][19]. Market Growth Projections - The ultrasonic fingerprint recognition module market is expected to grow significantly, driven by the acceleration of domestic production processes and decreasing costs, which will expand market applications [8][37]. - The market size is projected to grow from 3.57 billion yuan in 2025 to 14.53 billion yuan by 2030, with a CAGR of 32.41% [37][38]. Application Trends - Smartphones are identified as the primary application area for ultrasonic fingerprint recognition modules, with a notable trend towards higher screen-to-body ratios in devices, creating opportunities for this technology [29][30]. - The penetration of ultrasonic fingerprint recognition technology is gradually moving from high-end to mid-range smartphones, indicating a broadening market reach [35].