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Apple's FaceID Sensor Boosts Total Output of Suppliers
Apple's iPhone X made headlines by introducing facial recognition technology for device unlocking, marking a major innovation in smartphone security. Austria-based sensor supplier AMS AG, which provides key components for FaceID, has seen its stock surge over 200% this year. Analysts at Morgan Stanley believe the stock still has significant upside, with a target price of 125 Swiss francs—32.4% above the closing price on October 10th.
AMSAG, listed on the Swiss exchange, has gained an impressive 226.64% so far this year. According to Morgan Stanley analyst Francois Meunier, Apple initially rolled out TouchID on limited devices but later expanded it across multiple iPhone and iPad models. He predicts a similar trajectory for FaceID, making AMS a strong long-term investment. The analyst highlighted that the 3D sensor module supporting FaceID could also be placed on the back of future iPhones, near the main camera, enabling enhanced AR capabilities.
This advancement opens up new possibilities for virtual reality applications. For example, users might one day measure clothing sizes through AR before purchasing online. Beyond smartphones, AMS’s 3D sensing technology has potential in self-driving cars and AI systems. Meunier also pointed out that some of AMS’s sensors can detect blood glucose levels without piercing the skin, using infrared technology to map blood vessels in the wrist. Though not yet mass-produced, this innovation shows great promise.
Morgan Stanley estimates that Apple could account for 70-75% of AMS’s revenue in 2019, up from around 40% currently. Meanwhile, corporate users are increasingly trusting FaceID as a secure alternative to passwords. A survey by Israeli cybersecurity firm SecretDoubleOctopus found that 81% of employees at mid-sized and large companies believe FaceID is reliable enough to replace traditional passwords, while 91% find it easy to use.
Despite this, TouchID remains the most popular biometric solution among users. However, 73% of employees surveyed said they would prefer FaceID over passwords if given the choice, with 70% considering it “extremely†or “very†reliable—even though many had never used it before. Apple itself notes that the chance of someone else unlocking your iPhone with FaceID is about one in a million, compared to one in 50,000 for TouchID. If FaceID fails five times, a password is required. That said, Apple acknowledges that twins, young children, or people with similar facial features may face a higher risk of false recognition. For those concerned, using a password is still the safest option.