Apple's Face ID supplier expects Android orders to grow later this year

Apple's Face ID supplier expects Android orders to grow later this year
The iPhone X's Face ID system

The supplier of Apple’s Face ID optical sensor, AMS, has been having a pretty tough time lately. It missed its Q4 2018 earnings estimates by a significant margin and admitted that it couldn’t provide a full-year earnings forecast because the market was so unpredictable. But now, things finally seem to be looking up for the company.

As reported by Reuters, AMS is expecting a higher stream of revenue throughout the current quarter and expects things to improve drastically as it moves into the second half of the year. A large portion of this renewed optimism is down to the “more stabilized” demand for iPhones that is being experienced at the moment and set to continue throughout the rest of the year. However, Apple’s orders aren’t the only cause for celebration.

Over in the Android world, AMS already supplies Huawei, and Xiaomi with 3D sensors. These two brands are the second and fourth largest smartphone manufacturers in the world respectively and use the tech on a range of devices including the Huawei Mate 20 Pro and Xiaomi Mi 8 Explorer Edition. But throughout the second half of 2019, AMS is expecting “a growing share of income from Android smartphone makers.”

It’s unclear at the moment if AMS has obtained orders from other smartphone manufacturers for upcoming fall devices, but it seems likely that orders from both Xiaomi and Huawei will have increased considerably. After all, the two companies have been experiencing pretty high levels of growth and are using Time-of-Flight sensors on an increasing number of smartphones.

Regarding how all of this will affect AMS financially, the company expects revenues to grow by up to 7.7% during the current quarter to $420 million. Its operating margin is also set to increase from 6% to 10% by June.

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17 Comments

1. sgodsell

Posts: 6897; Member since: Mar 16, 2013

It's going to grow on Android because of Time of Flight cameras. Not because Apple's FaceID camera setup. That's a fact.

2. kiko007

Posts: 7491; Member since: Feb 17, 2016

You don't have a clue as to what you're talking about. That's a fact. (Note: Learn what facts are. That word doesn't mean what you think it means.)

3. mynameisPZee

Posts: 28; Member since: Jan 05, 2015

Wow! you owned the troll! good job!

6. oldskool50

Posts: 769; Member since: Mar 29, 2019

Well I don't know if he is right or wrong. And it seems you don't either. You're assumign he isn't right. have you even heard of ToF sensors? because they do exist. In fact the new tech is available on drones. The technology seems cool and several phones already have it according to this -https://www.pocket-lint.com/phones/news/147024-what-is-a-time-of-flight-camera-and-which-phones-have-it And accoridng to this (https://www.st.com/en/mems-and-sensors/proximity-​sensors.html) the tech is beign put into usage for security purposes on phones. So maybe he is actually right and you're the one who is wrong...YET AGAIN! I'm not saying he is right. I am saying theer are facts to back up what he is saying and you as per usual have zero. I believe only what I can prove. prove what he said isn't true.

16. kiko007

Posts: 7491; Member since: Feb 17, 2016

How tf you a grown ass man who doesn't know what a fact is? Facts are indisputable pieces of information. The articles you listed here are regarding the technology itself... not who is going to implement it. Thus the original claim is not a fact, but a statement. It is a miracle you got through high school with such poor comprehensive skills.

9. oldskool50

Posts: 769; Member since: Mar 29, 2019

Suggestion for you. since there are so many haters and trolls on this sight, and we both know who they ALL are; when you post stuff like this, provide links or something to support what you are saying. You need to understand that trolls and haters don't deal in facts. So even if you post something factual, if it doesn't chime in with what they feel is right, then they will try to discredit you. But if you post links to the facts to go with what you are saying, then you prevent them from even discrediting you, because you already provide the proof and if they try to say different, you have your facts to back yourself up and it makes them look as stupid as we know they already are. Especially when it comes to the Kiko KLux Klan of people we know are not here to talk tech, but cheer-lead Apple and continue to just be here to try to start fights, because fights get more posting even if the content of the post is nothing more than garbage.

4. Man_Utd

Posts: 162; Member since: Feb 03, 2015

I was actually thinking the opposite. When Apple introduced FaceID, there were a lot of manufacturers running to include a FaceID-like system. But now, most manufacturers are looking to reduce the front-facing camera footprint to maximizing the screen size. We're starting to see more and more in the screen FPS. Why do you need FaceID if you have a in the screen FPS?

8. oldskool50

Posts: 769; Member since: Mar 29, 2019

I agree to a point. You are 100% correct when you say many OEM's are trying to reduce things like bezels, which means face ID or anything remotely similar, won't fit. Now I do know based on a patent, Samsung was trying to find a way to potentially put such a feature behind the display and use "directional" light which would basically be slits in the house where the light would bounce off tiny sensors/mirrors for the sensor to see with. The issue is, you would have to be directly in line of sight for it to work. It could be slower, but could be more secure. Who knows. But with OEM's at least trying to go full display on premium and high-end mid-ranged models, no one is rushing to buy face ID hardware from AMS. PA seems to think because a couple Chinese OEM's are gunning for it, that all of them will. The fact names like Samsung, Sony, LG and others have not really went this route, means they like are not. This is now the 3rd year of Face ID, and how many phone shave it? So far other than the iPhone on a couple others do. So no, I don't see anyone running for this unless it can be implemented underneath the display.

17. blingblingthing

Posts: 897; Member since: Oct 23, 2012

Let's remember that Apple's face id is a reboot of Google's face unlock.

5. oldskool50

Posts: 769; Member since: Mar 29, 2019

Let's go back to FPS. It's proven to be more secure as no one can unlock your device without having access to your fingers. It is safer, more secure and is cheaper to implement and takes up less space and doesn't require a notch of any size.

13. lyndon420

Posts: 6518; Member since: Jul 11, 2012

Law enforcement has access to your fingers and face, but it's unconstitutional for them to pry a password/passcode from your brain.

10. ahmadkun

Posts: 538; Member since: May 02, 2016

I don’t know how the expect that while most of the player now moving to tear drop Notch or slider to avoid all this sensors and to have the maximum screen to body ratio.. mostly the demand will increase on under display FPS .

14. ahmadkun

Posts: 538; Member since: May 02, 2016

Auto correction is slowly destroying my social life

11. Vokilam

Posts: 1111; Member since: Mar 15, 2018

I love Face ID, it’s is much better for me than Touch ID - my fingers are always dirty, sweaty, or in gloves. (construction work). Face ID works extremely well for me - and no other device provers the level of face unlock reliability than my iPhone X. I can see this trend catching on, would be nice if they could reduce the notch.

12. Leo_MC

Posts: 6710; Member since: Dec 02, 2011

Just get your phone to an official repair shop and they will take care of the notch(es); I dropped my XR a few times (albeit only on smooth surfaces such as wood or marble) and it managed to remain notch free.

18. iloveapps

Posts: 582; Member since: Mar 21, 2019

This is really good for apple to stay with face id and when the time comes that they will be able to put it underneath the display and it will be awesome.

19. worldpeace

Posts: 3099; Member since: Apr 15, 2016

Nah, manufacturers prefer under-screen FP scanner right now. Huawei and Xiaomi already ditch 3D-face unlock from their flagships.

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