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KGI: TrueDepth Camera Gives Apple 2.5 Year Lead Over Android Competitors
It will take Apple's Android competitors up to two and a half years to replicate the functionality and user experience of the TrueDepth Camera in the iPhone X, KGI Securities analyst Ming-Chi Kuo told investors in a note shared this morning.
In a previous report, Kuo predicted it would take one to two years for competitors to catch up, but having watched Apple's official technical demonstrations in detail, it's now believed it will take longer to replicate the user experience.
The TrueDepth camera will give Apple a solid technological lead throughout 2018 and 2019, leading Kuo to say KGI has "full confidence" in the iPhone's growth prospects in the high-end smartphone market over the next couple of years despite iPhone X constraints in 2017.
KGI Securities has revised its 2017 iPhone X shipping estimates from 40 million to 30 to 35 million units, but Kuo says the firm stands by its "positive outlook" on shipments of future iPhones equipped with the TrueDepth Camera.
Apple's TrueDepth camera system enables its Face ID facial recognition system and other features like advanced face tracking and analysis for Animoji. Rumors suggest the difficulty of manufacturing the TrueDepth camera is what has led to significant iPhone X production issues, severely limiting initial available supply.
Apple's competitors like Samsung and Google will also need to overcome these development and manufacturing hurdles to create a product that's similar to the TrueDepth Camera. Samsung has already released a device with facial recognition capabilities, but it is inferior to Apple's solution as it is limited to 2D tracking making it less secure and easy to fool.
Ming-Chi Kuo previously said that should Apple's TrueDepth camera prove to be popular with consumers, all of the company's future iPhones are likely to adopt the feature.
In a previous report, Kuo predicted it would take one to two years for competitors to catch up, but having watched Apple's official technical demonstrations in detail, it's now believed it will take longer to replicate the user experience.
The TrueDepth camera will give Apple a solid technological lead throughout 2018 and 2019, leading Kuo to say KGI has "full confidence" in the iPhone's growth prospects in the high-end smartphone market over the next couple of years despite iPhone X constraints in 2017.
KGI Securities has revised its 2017 iPhone X shipping estimates from 40 million to 30 to 35 million units, but Kuo says the firm stands by its "positive outlook" on shipments of future iPhones equipped with the TrueDepth Camera.
Apple's TrueDepth camera system enables its Face ID facial recognition system and other features like advanced face tracking and analysis for Animoji. Rumors suggest the difficulty of manufacturing the TrueDepth camera is what has led to significant iPhone X production issues, severely limiting initial available supply.
Apple's competitors like Samsung and Google will also need to overcome these development and manufacturing hurdles to create a product that's similar to the TrueDepth Camera. Samsung has already released a device with facial recognition capabilities, but it is inferior to Apple's solution as it is limited to 2D tracking making it less secure and easy to fool.
Ming-Chi Kuo previously said that should Apple's TrueDepth camera prove to be popular with consumers, all of the company's future iPhones are likely to adopt the feature.
Related Roundup: iPhone X
Buyer's Guide: iPhone X (Neutral)
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Top Rated Comments
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8 months ago
Apple is setting the stage for the next decade of what people expect from smartphones.
Much like the original iPhone launch, it took android years to catch up and make truly competitive products.
Same with Touch ID.
No surprise it is happening again.
First with multi-touch (just getting it as smooth as the iPhone took a decade)
Then retina
- Touch-ID
- Secure enclaves that doesn’t expose the private key
- 64 Bit
- Swift/APFS
- CPU design
- GPU design
- Camera and haptics(arguable)
- AR
- And now TrueDepth.
Apple is/was years ahead in all these categories. They have set a tremendous foundation.
8 months ago
Apple is setting the stage for the next decade of what people expect from smartphones.
Much like the original iPhone launch, it took android years to catch up and make truly competitive products.
Same with Touch ID.
No surprise it is happening again.
Much like the original iPhone launch, it took android years to catch up and make truly competitive products.
Same with Touch ID.
No surprise it is happening again.
8 months ago
true, if Apple was able to implement the sensor under the screen, FaceID doesn't exist. They'll scrap FaceID once they get it working.
False. Craig Federighi stated they experimented with Touch ID under the display as a Plan B option, but abandoned the project once Face ID was working as intended. The idea that Face ID was rushed due to Touch ID under the Display was not true. Touch ID is not coming back. Face ID is Apples future.
https://daringfireball.net/2017/09/iphone_x_event_thoughts_and_observations
8 months ago
and those fandroids said apple copied facial(photo) recognition from android 4.0 ??
8 months ago
I wonder where he gets his time stamps. I can say Samsung's Iris scanner gives it a infinite year lead over Apple especially since Apple will never use it. He really should not talk.
Did he call psychic reader Cleo???? RIP
It’s not even close to the same thing. Samsung’s iris scanner is another half assed attempt that gets fooled by something as simple as picture.
8 months ago
I am wondering if Mr Kuo isn't paid by Apple..
He is apple's lap dog , barks on cue ....
also used for damage control.
8 months ago
Just like 64 bit SOC, Fingerprint TouchID, and now this 3D facial razmataaz... Apple has done it again.
8 months ago
The Note 8 can scan the iris of it's users and use that for recognition...
What exactly does Samsung need to take from Face ID? Maybe Kuo is talking about exact copies of Face ID (facial scanning using IR) but iris scanning is a real thing that works great on the Note 8
Usability of Iris scanner is inferior to Face ID.
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