Tuesday, August 13, 2019

Hololens Partner Videos

The partners they highlighted on their new page. Videos from them. (couldn't find a good one from Medvis)

The Page
CAE Healthcare


Siemens Truck Maintenance




Monday, August 12, 2019

The Return of Consumer Smart Glasses

Very interesting article, and Microvision is noticed.

Thanks Mike & Karen & John


Pico-laser-based near-eye displays were pioneered by Microvision. With this kind of display system, a laser is bounced off a micro-mirror, mounted on a dual-axis gimbal. Early versions of these Microvision displays simply used a beam-splitter, otherwise known as a two-way mirror to combine the view of the real world with the view of virtual content. Over time, a more sophisticated optical combiner was developed, similar to the holographic waveguide. A series of micro-mirror-like holographic elements could be embedded inside a lens and the laser targeted at them, to reflect into the user’s eye. These laser displays—in their current form—have one distinct shortcoming compared to waveguides: a very narrow field of view (that being the width of the user’s view that can be augmented with virtual content). But as a competitor to waveguides, they also have a tremendous lens-crafters like Interglass of Switzerland, or Canadian consumer smartglasses brand, North, have shown that these kind of laser-based displays can be embedded within a traditional prescription lens. 

North also has a patent to embed a waveguide within a prescription lens. Interglass says they’re also working on a waveguide within a prescription lens, and DigiLens have IP around a curved waveguide applied to the surface of a prescription lens. A representative from Interglass has suggested that a holographic waveguide embedded within a prescription lens should be expected in time for the Consumer Electronics Show in January 2020.
The waveguide display also requires a “light engine,” or micro-display to project into its input grating—the image source. These are also miniaturizing, getting brighter and falling in power consumption. 

In future generations, expect lenses to combine displays with tunable focus lenses.

Saturday, August 10, 2019

FCC: 5G is safe.

There are many people concerned about this, but for now, the FCC has determined it to be safe.

This may have been part of the later than expected Hololens news (recent approval from FCC)

5G would be beneficial to MVIS -- delivery of more data, at faster rates will make delivery of video and Augmented Reality Date much more efficient -- and likely cheaper over time.


FCC Link

PDF of FCC Statement

The Federal Communications Commission has officially announced this week that 5G and the radio waves that come with it — while draped in controversy — are indeed safe for everyday use.

5G networks have only just begun hitting the market for smartphone users, and the buzz is substantial. With reported speeds as high as 1.1 Gbps, everyday users and industry experts are drooling at the potential uses for this blazing fast network. Plus, with Apple finally getting in on the action, 5G will soon become the standard for all devices.

However, many have worried that the higher frequency radio waves used for 5G could have negative health effects on citizens around the world. Luckily, according to the FCC, there's nothing to worry about.
What Did the FCC Say?

In a statement released earlier this week, the FCC outlined their plan to maintain current radio frequency exposure standards, which stated pretty matter-of-factly that 5G is not only safe, but that the regulations in place to protect you are also pretty strict.

“The FCC sets radio frequency limits in close consultation with the FDA and other health agencies. After a thorough review of the record and consultation with these agencies, we find it appropriate to maintain the existing radio frequency limits, which are among the most stringent in the world for cell phones,” 

Friday, August 9, 2019

Microsoft - Samsung relationship deserves to be watched.



Samsung and Microsoft will team up on a suite of new product integrations, combining their sizeable market powers against Google and Apple.

Microsoft Word recently became one of the rare Android apps not made by Google or Facebook to pass 1 billion downloads, thanks in part to the app often coming pre-installed on new phones.

Samsung plans to ship the Note 10 with Microsoft’s Your Phone app pre-installed too, which mirrors text messages and notifications onto Windows 10 PCs.

Microsoft head of mobile and cross-device experiences Shilpa Ranganathan announced this morning the app will also let users make and receive calls from their PC later this year, similar to a feature that allows Mac users to place calls from their computer through a connected iPhone.

The Marine Propeller Plug Market Forecast

This illustrates why some articles about some companies should be ignored....I counted 10 this morning... they all appear to be roughly the same kind of click-bait without the entertaining bug.

Finance Express

From this carefully crafted report:

Each section of the report reveals critical information about the global Marine Propeller Plug market that could be used to ensure strong growth in the coming years. Our unique blend of primary and secondary research techniques helped us to recognize hidden business opportunities available in the global Marine Propeller Plug market, besides collecting significant insights of market participants and obtaining precise market data. It includes several research studies such as manufacturing cost analysis, absolute dollar opportunity, pricing analysis, company profiling, production and consumption analysis, and market dynamics.
The Marine Propeller Plug market is valued at million US$ in 2018 is expected to reach million US$ by the end of 2023, growing at a CAGR of during 2019-2023. 
The Major Players Covered in this Report: eMagin Corporation, Universal Display Corporation, AU Optronics Corp, KopIn Corporation, Micron Technology, Himax Technology, LG Display, Microvision, Sony Corporation, Syndiant & More.

Wednesday, July 31, 2019

A busy couple of days.

I've been hitting the brain-trust hard, getting opinions from various other people and discussing mine -- a few things that have stuck out from the last few days.... 

all my own (educated?) opinion....

I suspect that the class 1 reversion mentioned in the CC is part of a multi-level situation -- not all of the parts are related to each other

A) The issue with China is significant. With relative rapidity a large number of countries decided that they were transferring manufacturing OUT of China. (Mentioned here) -- and this was mentioned during the ASM that some issues with China could pop up and cause problems. This certainly would have the potential of throwing all production into chaos and 

This could cause significant disruptions around multiple supply chains.

  • This could rearrange manufacturing priorities.
  • I don't know, we don't know, probably no one knows the extent of the rearrangement that will be required because of this.
  • Suddenly Foxconn's weird behavior in Wisconsin makes sense... they may have been expecting that something was up and wanted to have a foothold somewhere in the US, just in case
B) It is my impression based on previous PicoP projector releases that Class 2 & 3 laser products needed individual approvals for many different countries they went to. This could be a significant impediment to rapid adoption of the tech across national boundaries

C)  there is some stated improvement in the projector brightness with Class 1 lasers.... (related to the April 2017 contract partner?)

There is no such thing as a projector that it's safe or comfortable to look into... I do not think that class1/class3 is a long-term impediment.

But what is most important to me is that they can get the most customers this way. (I'm going to watch for it in portable gaming... because this is easy to do in a dimly lit room and is a HUGE market.)  Xbox Scarlett / Sony - Xbox Partnership

Hololens (Augmented Reality)

This has ALWAYS been a CLASS 1 Laser product!!

(allegedly and possibly, in all likelihood using Microvision's near-eye display -- Laser Mems Display.)

I visited the Microsoft Store near the University Of Washington in Seattle this week. I asked to see the Hololens 2.

They didn't have one in the store, but they connected me with someone who attended the build conference and had the "opportunity" to try it.

"Well, how was it??" I asked.
"I didn't get to try it" she replied.
"The line was 200 people long to try it. I didn't have time -- people that had tried it absolutely raved about it." she said.

Combine that with the results from Airbus and NASA... I think Microsoft has a problem... a really good one to have. The results with this thing are so fantastic that they're not going to be able to keep up.

If you approach a company with a tool that can improve their efficiency by 10-15% reliably, they're going to be really happy. 97% better? 80% better.... that is a stunning, mind-bending improvement. I'm extremely confident that this will be a run-away success. NASA , Airbus

Given patent flow, I think the next company out the gate is Apple. (remember, Microvision can sell this to whoever they want to once the development is done) 

Also tried these... not great next to Hololens, and we're pretty sure --- same field of view as an iPad mini held at arms length.

Saturday, July 27, 2019

China Scrambles to stem manufacturing exodus as 50 companies leave

I had been curious that this could be an issue. During the ASM trade tensions with China was an issue mentioned and discussed.

This is one possibility of why a 1 quarter delay could be extended. 

One of the many things to watch, I see it as a long-term positive, short term disruptive event.

Thanks Mike


TOKYO/SHANGHAI -- China is racing to keep foreign enterprises in-country, dangling special benefits so that the advantages of staying outweigh the heavy tariffs imposed by the U.S.

A year into the trade war with Washington, more than 50 global companies, including Apple and Nintendo, have announced or are considering plans to move production out of China, Nikkei research has found.

And not just foreign companies. Chinese manufacturers, as well as those from the U.S., Japan and Taiwan, are part of the drain, including makers of personal computers, smartphones and other electronics.

Financial Times
Foxconn will start mass production of displays, car electronics and servers for the US market at its new plant in Wisconsin by the end of next year, Mr Liu said, and plans to invest $1.5bn and employ up to 2,000 people by the end of 2020. At the first investor conference Foxconn hosted in its 45-year history, the world’s largest electronics manufacturer and largest assembler of Apple’s iPhone presented a new management structure designed to deal with the exit of Terry Gou, its founder, from day-to-day business as he runs for president of Taiwan.

Microsoft Video

Tuesday, July 23, 2019

Conference Call, Being disoriented & Half of One Percent

I've been really busy, didn't even have a chance to give the CC transcript a thorough read until yesterday.

It was interesting to get reactions from people about the CC for a few days.

Yes, it was disorienting. I wasn't particularly happy with the call: -- it wasn't what we expected, and some things will occur later than expected -- with confusion over class 1 vs class 3.

Some wording about "lead customers," that could cause confusion and lower numbers than we expected on we expect is Hololens.

I have little doubt that the long term prospects of MicroVision haven't changed.

"Very soon" or "imminent" mean different things when you're a small company, individual person or one of the largest commercial concerns in the world. 

I assume that the April 2017 contract means Hololens. They have been working on this project for a very long time. MicroVision produces one of many critical components. 

It also requires system software, and application software to be developed before release so that something can actually be done with it.

It's a difficult development process, and I'm sure the "chicken and egg" problem comes into play often.

There will be also marketing concerns, and market position questions that come into play -- that we don't consider when we come from the perspective of wanting to sell components to a company. (This, about jousting between AMD and NVIDIA is and interesting case study.)

* Class 1 vs class 3. I'm no laser expert, so I consulted one. Apparently the difference between the two classes is minimal from a purely physical view.

However... when it comes to the ability to market devices using lasers in different countries, the reduction in regulatory hoop-jumping may make it worth doing the switch. (if you have to run through various proofs to be sure class 3 is harmless, it could cause delays, and expenses that slow adoption down.... if the same brightness or near the same brightness can be delivered by class 1 lasers, it may well be worth the delay.)

* "Lead customers" -- I don't know, but based on everything I've seen prior to now, there are customers for these products. A "Lead Customer" may be the customer that MicroVision decides to favor as products are developed. Likely similar to near-eye display having multiple interested customers and MicroVision chose to focus on the company that got the April 2017 contract. 

There was still a clause in the contract that once development was done MicroVision can sell the results to whoever they want.

I'm not certain that this is exactly what was meant, but no other explanation so far has seems plausible to me.

* Hololens 

There still isn't "proof" that MicroVision is in Hololens, but enough circumstantial evidence has been accumulated that I at this point that I'm having a difficult time finding a place to doubt it. Those of us who are watching this company and those developments are mostly in the same position.

That doesn't mean, however that the rest of the investing world either sees this, or agrees with it. (In fact, most of the world still thinks that what Hololens can do is distant science fiction.)

This, I believe is very close. A lot of the payoff is going to come in the form of people wanting to get in... investor world FOMO.

To analyze that, look at the potential for the tech, and probable investor behavior when the tech becomes widely known.

MOST people don't sift through tech magazines looking for stuff to invest in, or assessing potential. They go to work, have fun on the weekends, and only pay a lot of attention when something gets a lot of buzz.... look at what happened with Bitcoin for the perfect example of Investor behavior.

Hololens Potential

Hololens and Spaceflight --- this article had very interesting specifics on the effect of Hololens in action doing things --- Hololens requires a near-eye display. 

  • The team was able to cut down the time spent joining components and torquing bolts to precise specifications by 30 to 50 percent. Rather than having to thumb through the instructions to know how many pounds of pressure a specific bolt requires, that information is displayed directly atop the bolt by the HoloLens, Peterson explained.
  • What used to take a technician a full 8-hour shift to complete can now be done in 15 minutes (15 minutes vs 480 minutes) (97% greater efficiency)
  • What would take a pair of technicians three days to do can now be done by a single technician in two and a half hours. (5 hours vs 144 hours) (97% greater efficiency)
  • an activity that normally takes eight shifts," Peterson said. "They completed it in six hours." (6 hours vs 64 hours) (90% greater efficiency)
These are measurable results that can't be ignored.... and it's ability to help people learn will be amazing. Once this is known, not only will there be a lot of people trying to get in on this as an investment, but they will on the suppliers as well, and MicroVision will (almost certainly) be one of them.

.... and don't forget Pokemon Go.

Anticipating investor reaction... 

This is where it can get fun. (This is all my own opinion... you can do what you want with it, but this is a significant reason I'm holding on tight to this company's stock)

As an example. Say an investor 2000 shares of Microsoft stock. This person doesn't pay much attention to it, except maybe watching the monthly price rise. Then a bunch of buzz happens about their new, amazing technology. 

So, you take a few hours, and look at it. You see this supplier that makes the amazing display. So the investor sells ONE share of Microsoft and puts it into MicroVision. Market order.

Do the math on what happens if Half of one percent of the money invested in Microsoft comes out of Microsoft and lands in Microvision. Rather than consider the upward pressure on the stock because of demand, just look at it as a one to one transfer. (It's not crazy talk.)