智能手机解锁方式经历了从实体指纹到光学指纹的演变，在技术、市场需求等多方合力下，屏下超声波 指纹识别解锁方案日渐成为手机行业指纹识别技术发展趋势。据媒体报道，多家国产手机厂商已经确定 将在其旗舰机型中采用超声波指纹解锁技术，推动着超声波指纹识别技术有望迎来爆发式增长。 作为光学光电领域的头部厂商，欧菲光持续深耕指纹识别、 3D ToF 等微电子核心业务。公司2015 年正 式量产出货指纹识别模组，到2016 年公司指纹识别模组单月出货量稳居全球前列。截至目前，欧菲光 在光学屏下指纹识别模组和超声波屏下指纹识别模组均处于龙头地位，是目前屏下指纹识别模组的主要 供应商。公司 ToF 前置人脸识别产品持续维持国内安卓手机阵营大比例市场份额占比。公司自研电容 式指纹识别、光学指纹识别、超声波指纹识别等多项技术，有效赋能智能门锁产品。 相比传统的光学指纹解锁方案，超声波指纹解锁具有更高的安全性和更快的解锁速度。它利用声波在物 体表面的反射和散射特性来识别指纹，能够穿透屏幕表面的污渍、水渍等干扰因素，确保在各种环境下 都能实现稳定、准确的解锁。此外，超声波指纹解锁还具备更广的识别区域和更高的灵敏度，使得用户 无论以何种姿 ...

内容概况：近年来，国产超声波指纹识别模组行业凭借核心技术突破与制造成本大幅下降，实现了从高 端市场向大众消费领域的快速渗透。2024年，中国超声波指纹识别模组行业市场规模约为26.97亿元。 这一跃升背后是产业链上下游协同创新的集中体现。在技术层面，国产厂商通过材料革新与工艺迭代， 将压电材料从传统含铅锆钛酸铅（PZT）升级为环保型氮化铝（AlN），并结合CMOS Sensor架构创 新，使模组厚度压缩至0.15mm，同时将生产成本从2021年的20美元降至12美元，降幅超40%。这一成 本优势直接推动技术下探至2000元档中端机型，加速了市场普及。而在技术降本与性能提升的双重驱动 下，超声波指纹识别模组的应用场景呈现爆发式扩展。 相关上市企业：汇顶科技（603160）、欧菲光（0002456）、兆易创新（603986）、深科达（688328） 相关企业：广东奥迪威传感科技股份有限公司、西安康弘新材料科技有限公司、佛山市卓膜科技有限公 司、东岳氟硅科技集团有限公司、浙江巨化股份有限公司、中化蓝天集团有限公司、vivo通信科技有限 公司、小米通讯技术有限公司、OPPO广东移动通信有限公司、潮州三环(集团)股份有 ...

中国超声波指纹识别模组行业市场 规模测算逻辑模型 头豹词条报告系列 许哲玮 超声波指纹识别模组行业规模 | 1. 超声波指纹识别模组市场规模 (结论图) | P3 | | --- | --- | | 2. 超声波指纹识别模组市场规模 | P4 | | 3. 中国智能手机出货量 | P5 | | 4. 超声波指纹识别模组搭载占比 | P6 | | 5. 超声波指纹识别模组单机价值量 | P7 | | 6. 智能手机中超声波指纹识别模组市场规模 | P8 | | 7. 智能手机应用占比 | P9 | | 8. 溯源信息链接引用 | P10 | | 9. 法律声明 | P11 | | 10. 头豹研究院简介 | P12 | | 11. 头豹词条介绍 | P13 | | 12. 头豹词条报告 | P14 | 1. 超声波指纹识别模组市场规模 (结论图) P3 2. 超声波指纹识别模组市场规模 P4 | 超声波指纹识别模组市场规模:（结论=D/E） 超声波指纹识别模组市场规模:（结论=D/E） | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | - ...

Investment 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].