Activator + Touch ID

Back in April, KGI Securities analyst Ming-Chi Kuo gave us a roadmap of all the products Apple has in the pipeline for 2014 and now he’s back with an analysis of Apple’s plans for the Touch ID sensor.

His conjecture is that every new iPhone and iPad model shipping in 2014 will be outfitted with an improved Touch ID fingerprint reader.

Kuo has become one of the most reputable Apple analyst analysts out there who churns out some of the most reliable predictions about Apple’s future product plans so it’s worth paying attention to what he has to say…

According to Kuo’s note, he sees 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 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.

The improved sensors should be built by the TSMC semiconductor foundry, which exclusively produces Touch ID units for theiPhone 5s. TSMC was recently reported to have started shipping the first batch of Touch IDs for upcoming iPhones and iPads.


Kuo expects these new Touch IDs to be more durable and perform more reliably due to the use of tin for module packaging.

We think Apple will opt for tin, versus previously used chemicals, for Touch ID module packaging of new iOS devices in order to boost durability.

Kuo thinks Apple will procure Japan Unix’s laser welding equipment for Touch ID packaging production through Taiwanese agent Sunnic.

In addition to TSMC and Japan Unix, the analyst named other likely Touch ID suppliers: XinTec (a TSMC subsidiary) and WLCSP (redistribution layer services), as well as ASE and Sharp (packaging plus sensor production).

To me, the analyst’s note potentially signifies a bigger plan.

Should Apple in fact move to adopt Touch ID across its entire iOS device family, then the pieces are seemingly falling in place for a remarkably sophisticated and secure mobile payment system we’ve been hearing about for quite some time now.

Touch ID + NFC/Bluetooth + iBeacons + Passbook/iWallet + iTunes billing = awesomeness.

Does that make any sense to you?

  • Thibaut Rey

    That makes total sense, and if Apple decides to release a payment system using this touch ID I will be the first to throw away my wallet.

  • Frozen Bee .GFKS

    are u kidding me? did you just made an article about a fact, that touch ID will be on next gen of iP? THANKS A LOT CAPTAIN OBVIOUS!

    • David Gitman

      calm down dude

      • Frozen Bee .GFKS

        im as calm as i can, don’t worry mate im just joking because the article is pointless, and it has even analyst in it 🙂

      • Yaseen AlSuwaidan

        Actually, the article is saying that all the ip devices that would be shipped in 2014, will be shipped with a new improved touch ID. It means iPhone 4S included. Not just the next generation.

      • Yaseen AlSuwaidan

        Should Apple in fact move to adopt Touch ID across its entire iOS device family, then the pieces are seemingly falling in place for a remarkably sophisticated and secure mobile payment system we’ve been hearing about for quite some time now.

      • Frozen Bee .GFKS

        interesting thought, but i dunno….i doubt that apple would be improving 2 years old device this much….thats not in their style (make people buy newest versions)

      • M_thoroughbred

        There won’t be any iPhone 4S this time around. The iPhone 4S is done.

    • Carlos Gomes

      iP? Laughing out slightly loud.

    • I made an article about a reliable analyst’s note to clients, Captain Whino

      • Frozen Bee .GFKS

        yep, because it takes analyst to say that next iPhone will have touch ID 😀 maybe i should be analyst…my first prediction is, that next iPhone will sell with preinstalled iOS8!

      • smtp25

        It is blantly obvious to everyone that TouchID would be on new products – writing an article which makes it sound like News to the world is kind of like annoucing water is wet

    • smtp25

      He’s right – TouchID was always coming to iPad. But apple being apple would Never release it in the iPad air 1st gen – why would you buy the 2nd gen otherwise or Air2

  • Yujin

    In other news, analyst predict that iPhone 6 is coming this year. Stay tune

  • Jason Baroni

    Can’t wait to get a new iPad mini, faster and with touch ID. My 1st Gen is as fast and smooth as a turtle.

  • Dan

    no $hit, I also predict that 2014 models will include Siri.

    • ✪ aidan harris ✪

      Yeah, well I predict that the moon is made out of cheese. iDB (and indeed other news sites) posting rumours makes complete sense since even though there’s no factual basis for what is being stated the information usually comes from reliable sources. Do they always get it right? No of course not. But by iDB and others posting the content it gives people an idea of what to expect and encourages healthy debate…

  • Osama Muhammed

    no shit ?

  • Yeah, wasn’t it blatantly obvious that TouchID would be in any future iPhone/iPad?

    • Not at all. People thought last summer when Apple fingerprint reader rumors started swirling that all 2013 iOS devices would gain it, iPads included.

      • smtp25

        yeah but now TouchID has already been released – not lke 2013 when it was rumoured – so its basically a given rather than a revelation

  • Aman kapoor

    iDownloadBlog + the stupid analyst + lack of common sense = stating the obvious

    the cool part

    imagine if the macbooks (boh pro and airJ) got touch ID

    • Love your nick

    • smtp25

      Well that wold be more news than iPad getting it

  • Andrew Roth

    IPod Touch 6 will also get it.

    • smtp25

      no don’t think so, could do, but don’t think so – then again if they want it for payments it could well do – 50/50

      • Andrew Roth

        I’ve confirmed with several sources that have been right in the past that it will. It’ll also have the bigger screen of the iPhone 6, A7 and M7 chips, and a couple other goodies which I won’t tell yet.