What product opportunities does the foldable-screen phone create?

  • According to public reports, Goodix Technology provides main- and cover-screen touch solutions, as well as an ultra-narrow side-mounted fingerprint solution, for Samsung’s first tri-fold smartphone, the Galaxy Z Tri Fold. The company is also developing a new-generation side-mounted capacitive fingerprint solution to meet the needs of foldable-screen devices.
  • The company offers smartphones a range of solutions, including fingerprint recognition, touch, active stylus, audio, ambient-light sensing and near-field communication. Covering more functional areas can help increase the value of products per handset.

Which applications are low-power Bluetooth chips expanding into?

  • Goodix Technology’s low-power Bluetooth SoC portfolio serves the consumer, automotive, industrial and medical sectors. Smart-meter applications have already reached mass production, while consumer applications include smart homes, active styluses, electronic shelf labels and item finding.
  • The medical product GR511x integrates a low-power Bluetooth SoC and an electrochemical analog front end in a single chip for continuous glucose monitoring devices. The solution has been adopted by several leading medical-device manufacturers. Some projects have entered small-scale trial production, and commercial mass production is expected to begin successively in the second half of the year.

How is AI integrated into existing products?

  • The company uses AI algorithms in six application areas: fingerprint recognition, touch, audio, light sensing, health monitoring and connectivity. For example, its fingerprint algorithms improve recognition under challenging conditions, such as wet or dry fingers; its light-sensing algorithms filter out interference from screen content when measuring ambient light.
  • Smart audio applications include call noise reduction, echo cancellation and sound enhancement. These functions are already running on more than 3 billion mobile devices worldwide. Health algorithms help reduce the effects of exercise and wearing styles on heart-rate and blood-oxygen measurements.

What is the connection between the fund’s holdings and the company’s business?

  • The third-quarter report of the Penghua Select Growth Mixed Fund shows that Goodix Technology was the fund’s ninth-largest equity holding, accounting for 3.17% of its equity holdings.
  • The company provides integrated application solutions through chip design and software development. Its business spans sensing, AI computing, connectivity and security, and primarily serves smart terminals, the Internet of Things and automotive electronics.