Asus, the world’s fifth-largest PC manufacturer (around 7% market share), has integrated Fingerprints’s biometric Match-on-Chip solution (MoC) into its Expertbook B5 laptop. Unlike the Match-on-Host (MoH) solution, verification with MoC is via a separate microcontroller unit (MCU), providing enhanced security – a solution that most enterprise computer users prefer. This is the first Asus PC to utilise an MoC solution. The launch is important as enterprise computers account for half of the PC market.

MoC solutions offer a higher ASP than MoH, and we believe MoC will grow faster than MoH in the coming years, representing the majority of the addressable market. The solution was added to Microsoft’s approved suppliers for Windows Hello Enhanced Sign-in Security at the start of 2022, and sales to PC manufacturers grew by more than 60% in the first nine months of 2023 to now account for 13% of sales so far this year. The PC market is essential to Fingerprints’s transformation, as sales of capacitive sensors to mobile manufacturers will continue to diminish as a share of the total.

Q4 results due on 8 February