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

지문인식 업계, 시장 동향

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

네매시스 2020. 6. 13. 09:49

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.

...

(중략)

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.

....

(중략)

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.