이스라엘 Tower 반도체, 2020 1분기 결과 Q&A중에서 생체인식 관련

Tower Semiconductor Ltd (TSEM) CEO Russell Ellwanger on Q1 2020 Results - Earnings Call Transcript

https://seekingalpha.com/article/4347295-tower-semiconductor-ltd-tsem-ceo-russell-ellwanger-on-q1-2020-results-earnings-call?part=single

 

Tower Semiconductor Ltd (NASDAQ:TSEM) Q1 2020 Earnings Conference Call May 13, 2020 10:00 AM ET

 

Company Participants

Noit Levy - SVP, IR & Corporate Communications

Russell Ellwanger - CEO & Director

Oren Shirazi - CFO & SVP, Finance

 

Conference Call Participants

Cody Acree - Loop Capital Markets

Rajvindra Gill - Needham & Company

Mark Lipacis - Jefferies

Richard Shannon - Craig-Hallum Capital Group

Krish Sankar - Cowen and Company

Lisa Thompson - Zacks Investment Research

David Duley - Steelhead Securities

 

 

Moving to our sensors business unit. Our development focus is on 2 major technologies, which should enter production this year and high-volume production in 2021. Optical fingerprint sensors for smartphones, both lens type or under LCD displays, and 1:1 type for under OLED displays on our well-established 0.18 micron 8-inch wafer CAS technology. We are prototyping such projects with several customers to support the high-volume required, especially in the 1:1 under OLED centers, we are cross qualifying our CAS technology among our 8-inch fabs.

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Our second focus is time-of-flight sensors based on our state-of-the-art stacking wafer technology and global shutter pixel in our 65-nanometer, 12-inch wafer CIS platform. We are working with 2 market leaders on this technology and will prototype early next year. These sensors are targeted mainly for face recognition applications in the mobile market as well as in payment points, but also as front-looking cameras for gaming, commercial and AR-type applications.

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The other area that I believe we'll see very strong growth in is what we've said where our focus is, was the fingerprint under OLED. That will be a very, I believe, strong area for us, as well as the fingerprint under LCD. And the LCD will start volume production by target at the end of this year and growing into volumes -- significant volume in 2021. In addition, we have a lot of very, very active advanced stacking projects with image sensors that will continue in the '22, '23, '24 to become very, very big numbers. 

 

 

About the Global Shutter CIS technology that is changing the world

https://towersemi.com/2020/01/30/light-camera-very-fast-action/

https://ir.towersemi.com/static-files/c51d6b1c-a1c8-455f-b902-bfa4479bdf9c

 

 

p.s

LCD패널용 광학식 지문센서 고객은 3M ?

 

OLED패널용 광학식 지문센서 고객은 Goodix or EgisTech ?

-->대만 Digitimes는 TSMC 8인치 팹의 가장 큰 고객이 Goodix라고 뉴스에 나온 적이 있어 가능성이 작다.

https://www.digitimes.com/news/a20191224PD203.html

파운드리 8인치 Fab.은 공급부족(Shortage)가 많이 나오는 업황이라 Goodix는 기존 TSMC, X-FAB, 동부하이텍, SMIC 말고도 업계 상황에 따라 기존 업체가 아닌 다른 파운드리 업체를 이용할 수 있는 상황으로 이해할 수 있다.

얼굴인식, AR/VR용 ToF센서 2개 주요 고객은 ?

 

퀄컴 초음파센서 파운드리는 미국 GlobalFoundries(GF)가 담당중.

아래 Table은 2017.8월 이후 시장을 추적하지 못해 Update못한 상황.