According to noted KGI Securities analyst Ming-Chi Kuo, Apple is planning to embed Touch ID sensors in every non-iPod iOS device launching this year, including both iPhone 6 versions, the second-generation iPad Air and refreshed iPad mini with Retina display.
Analysing Kuo’s note, he is glimpsing Touch ID shipments increasing by 233 percent this year to a cool 120 million sensors. That’s a heck of a lot of Touch IDs: by comparison, Apple shipped 36 million iPhone 5s with Touch Ids last year.
Apple’s Touch ID module should see shipments soar 233 percent in 2014. We believe every new iOS device launched this year will be equipped with Touch ID, including 4.7-inch and 5.5-inch new iPhone 6, iPad Air 2 and iPad mini 2 with Retina display.Considering shipments of new products and iPhone 5S sales last longer than in 2013, we forecast unit sales of the fingerprint sensor module to grow 233 percent to 120 million for 2014.
Kuo also notes that Apple will change its Touch ID module design to utilize tin over previously used chemicals in order to boost durability. Apple is also expected to stick with Taiwan Semiconductor Manufacturing Company (TSMC) and its subsidary XinTec to produce the fingerprint sensors.
TSMC was recently reported to provide the first batch of Touch IDs for upcoming iPhone 6, iPad Air 2 and iPad Mini 3. However speculations are that TSMC would be using the same 8-inch fingerprint sensor processing method used for the iPhone 5s.