Friday, November 17, 2017

Tesla Truck

People and companies are willing to pay big bucks for sensors that are part of saving big bucks.


Tesla Truck USA TODAY



"Even with 80,000 pounds it'll get to 60 mph in 20 seconds," Musk said, hopping out of a truck. "What about up a hill?"

More significantly for trucking companies, Musk said that a standard diesel truck would be 20% more expensive to operate than a Tesla truck: $1.26 per mile compared to $1.51 per mile.

Musk said that if Tesla Semis were to drive in a convoy, in which trucks can draft off each other while letting computers and sensors keep them just feet apart at highway speeds, it could compete on cost with trains. "This beats rail," said Musk, throwing up an 85 cents per mile cost.


Voga V... Walmart "Quantum" / Now available in Brazil / #12 new Android

Mobile PC online

  1. New product
    Millet A1
    1
  2. ¥ 599
    God 6A
    2
  3. ¥ 3299
    Hammer Nuts Pro2 6GB + 256GB
    3
  4. ¥ 2699
    Hammer Nuts Pro2 6GB + 128GB
    4
  5. ¥ 2299
    Hammer Nuts Pro2 6GB + 64GB
    5
  6. ¥ 980
    Philips S310X
    6
  7. ¥ 2299
    U11 Life
    7
  8. New product
    Jin M7Plus
    8
  9. New product
    Jin Li S11Plus
    9
  10. New product
    Jin Li S11
    10
  11. New product
    Asus Pegasus 4s
    11
  12. ¥ 3999
    Orange VOGA V mobile phone
    12


Now Sold in Brazil 


Announced at the end of August , the V is an intermediate smartphone of the Brazilian Quantum (subsidiary of Positivo) and stands out for an unusual feature: it has a projector of 31 lumens embedded in its body , being able to display images up to 80 inches with HD resolution. Although it was introduced about three months ago, the model was still being offered only in the pre-sale, leaving many people eager to get their hands on the novelty.
Fortunately, Quantum has just announced that, starting this week, the V will finally begin to be sold through the brand's official website and in its kiosks scattered around Brazil. Available only in blue color, the gadget can be bought for R $ 1,7 thousand in the boleto banc├írio; if you opt for the credit card, the total amount rises to R $ 2 thousand. Still, these figures are lower than the price suggested by the company outside the launch promotion, which is R $ 2.2 thousand.

Walmart Brazil



Good finds Tom.

HC Wainwright -- price target $4.00


Ledger Gazette

Microvision, Inc. (NASDAQ:MVIS) received a $4.00 price objective from research analysts at HC Wainwright in a research report issued on Thursday. The brokerage presently has a “buy” rating on the electronics maker’s stock. HC Wainwright’s price target indicates a potential upside of 154.78% from the stock’s previous close.
MVIS has been the subject of a number of other reports. Zacks Investment Research downgraded Microvision from a “buy” rating to a “hold” rating in a report on Thursday, August 10th. Northland Securities set a $3.00 price objective on Microvision and gave the company a “buy” rating in a report on Friday, August 4th. ValuEngine downgraded Microvision from a “hold” rating to a “sell” rating in a report on Thursday, November 2nd. Finally, S&P Equity Research increased their price target on shares of Microvision from $1.75 to $2.22 in a research report on Thursday, November 2nd. Two research analysts have rated the stock with a sell rating and three have assigned a buy rating to the stock. The stock currently has an average rating of “Hold” and a consensus target price of $3.34.

Thursday, November 16, 2017

Sprint Bundling Hulu

Another reason I'm looking forward to the Voga V

CNBC

Sprint will offer its unlimited data plan customers free subscriptions to the streaming service Hulu, the companies said on Wednesday, marking the latest move by a U.S. wireless carrier to bundle content with mobile service.
Under the agreement, Sprint's unlimited plan, priced at $60 a month for a single line, will cover Hulu's $7.99 a month basic subscription. The No. 4 U.S. wireless carrier is also working on plans to offer Hulu's $39.99 live TV streaming service to customers next year, potentially at a discounted price, said Allan Samson, senior vice president of marketing at Sprint, in an interview.
U.S. wireless carriers are seeking ways to provide content to win over customers in a saturated market. In September, T-Mobile said it will offer free subscriptions to Netflix with its unlimited data family plans.
AT&T, which is in the process of buying Time Warner for $85.4 billion, has already started bundling the premium channel HBO with wireless service. Earlier this year, Sprint tested a promotion with Dish Network's streaming service Sling TV in Chicago and Atlanta.

Wednesday, November 15, 2017

Perry Mulligan in As CEO

I have great confidence in Mr. Mulligan. I have mixed feelings about this, but we'll see how it turns out.

I will not be selling anything.



MicroVision, Inc. (MVIS), a leader in innovative ultra-miniature projection display and sensing technology, today announced that it has named Perry Mulligan, a company director, as chief executive officer, replacing Alexander Tokman who has resigned as chief executive officer and director.
Mulligan has served as a director at MicroVision since January 2010 and assumes the role of chief executive officer (CEO) immediately. Tokman will remain as president through the end of 2017 to assist with the transition.
“Perry is very familiar with MicroVision, its vision and management through his seven-year tenure as a member of the Board of Directors. Perry brings a track record of success and a strong background in executive leadership, operational management and global supply chain design,” said Brian Turner, chairman and independent director at MicroVision. “Alex has worked tirelessly for MicroVision, and we appreciate his contributions, energy and commitment to the company’s success. We are grateful that Alex has agreed to stay on as president through the end of the year and to be available to support the company and Perry as we move forward.”
“I am very excited to join MicroVision as CEO and I look forward to carrying on the vision of the company and building on its success,” said Perry Mulligan, incoming CEO. “There are many opportunities ahead, and I am pleased that Alex will be available to help ensure a smooth transition, enabling the company to continue to execute on our business plan.”
“After a decade of guiding MicroVision, I have decided it is time to step back and spend more time with my family,” said Alexander Tokman, outgoing CEO. “I believe that Perry is the right person to take the company to the next stage and am pleased that he was chosen to helm the next era of growth for the company.”
Mulligan was formerly senior vice president of operations for Emulex Corporation, where he oversaw Emulex operations, including supplier management, test engineering, logistics, IT and facilities. Prior to Emulex, Mulligan was senior vice president, operations for QLogic, where he was responsible for all aspects of the manufacturing and delivery of products to the customer in addition to overall supply chain design and manufacturing strategy.

GOERTEK - CES 2017

CES 2018 is in a couple of months. Goertek was at work last year there. Turns out it may be useful to stop by their booth in January. 


Goertek at 2017 CES  (PR NEWSWIRE -- SOURCE)


Unmanned System Layout and Planning

As per capita disposable income increase has led to more adoption of the Internet of Things, human-computer interaction and other technology will go through rapid iterations of advancement with robots and other unmanned systems accelerating the development pace in the industry. Goertek maintains its core competence with market trends by active planning of unmanned system layout and development. In the field of robot development, Goertek hasbrought office assistant, home assistant, and technology enthusiast robotic product solutions. Products such as theRobot Bell office assistant, a compact robot capable of flexible movement can achieve simple operation through voice control to send and receive messages, schedule customization and reminders with micro-projection and interactive functions. In the UAV drone category, Goertek has also brought mainstream consumer UAV product solutions.

From components to integrated one-stop services, Goertek has a wealth of high-quality electronic components, with vertical integration to build system and accessory products. In the CES exhibition area, Goertek has also brought its leading MEMS microphone, sensors, antennas, speakers, and receiver component products. Goertek is committed to providing the necessary components to build future systems for the Internet of Things.

Goertek Optical Components

Tuesday, November 14, 2017

ADAS Presentation

New post on the displayground blog.

From Displayground (source)

The proliferation of ADAS has spawned headlines and interest in a variety of sensor technologies that enable vehicles to observe and understand their surroundings, and now similar opportunity is emerging inside the car for new sensors that can observe and understand the driver and passengers as well as provide intuitive control interfaces.

MicroVision’s Director of Product Engineering, Jari Honkanen, recently gave a presentation at FUTURECAR 2017 detailing how our Laser Beam Scanning technology for MEMS-based LiDAR solutions provides a unique approach that enables new 3D sensor capabilities in areas such as dynamic and variable resolution, acquisition speed, and field of view. These small and cost-effective MEMS-based LIDAR sensors can be applied to new innovative interior and exterior automotive applications benefiting from high-fidelity 3D depth sensing from short to medium distances.

Learn more by viewing the below slideshow.

Monday, November 13, 2017

Transitioning from the Bleeding Edge to the Leading Edge


I am "Pinning" this post to the top for a while.

If you can find a good up and coming technology to invest in, you can end up holding stock in a company that will pay you enormous returns. Think Apple, Microsoft, Nvidia and Google --companies that went from the bleeding edge of technology to the leading edge.





Notable investor Ronald Wayne, is an excellent example of a "smart investor" who missed the gains possible in holding a "bleeding edge company." In 1976 he was one of the first investors in Apple computer company. He was a 10% stakeholder and sold his stake for $800. He did double his money in 12 days, but had he held onto his investment it would be worth 90 Billion today.  Ronald Wayne

Now, not all bleeding edge companies make it to the leading edge. However, if you can find a company that is transitioning from the bleeding edge to the leading edge, you can avoid a lot of the risk the early investors took, and get most of the gains. The sweet spot to find one of these companies is when it's making the transition.


Of course to find the right company now, you'd look to something that was going to be a key component of an up and coming new technology. 

  • Mobile technology is still in its infancy -- find the next must-have feature, and you're golden. 
  • Personal assistants, like the Amazon Echo or the Google Home are gaining popularity, and will likely become more and more common, and more widely available everywhere -- especially if video features can be conveniently added to them. 
  • The Internet of Things is talked about everywhere, more and more powerful computers are being put in everyday items. If you're old enough to remember the 1990's a powerful personal computer of the 1990's was required to play the game "DOOM" -- but that computing horsepower is now available in a thermostat. [Doom on a Thermostat] The thing about that computing horsepower is that people need a good way to interact with it, that will be a key component.
  • Augmented Reality, the ability to enhance the world you see with computer generated information, is so new most people have seen little of it except perhaps an experience with Pokemon Go. They're getting great results with this technology in industry, greatly increasing productivity -- and it's a wild fantasy of gamers. It will be bigger than Virtual Reality -- it brings people together, or it can. Virtual reality isolates them. 
  • Self Driving Cars and Automation: I know self-driving cars are controversial -- they're not going to happen all at once though. They're going to happen a little at a time. More and more sensors will appear, the ability to automate some functions of the car, and the ability of the car to process the sensors' information and intervene when necessary is going to increase. No one is complaining about cars automatically NOT hitting pedestrians, or parking themselves, or alerting us when there's another car in our blind spot. This happens through primarily sensors that can detect and identify other objects.
If you want to do a good job investing in future technology, you could find a good company in each space -- but finding a good company that is publicly traded in each specific space could be tedious. You could invest in ST Microelectronics, absolutely nothing wrong with them, or Intel, or Google. However I think there's a way to invest in a company that has much greater growth potential, and it's poised to provide key components in ALL of those areas. 
  • Mobile Technology
  • The Internet of Things - Personal Assistants
  • Augmented Reality
  • Self Driving Cars & Automation
The Ticker symbol is MVIS

I'll keep this as brief and complete as possible, you can explore the rest of the blog....



Pico Projection -- Mobile Phone Technology

Why? Because of the picture below. Want to share your pictures? Would you rather share it with the picture on the phone below (at the bottom, slightly to the right of the center of the picture is my phone.) It's showing the same image as the PicoP powered projected large image, everyone can see it at once. (yes the crab were delicious.)





When I ask people "so, of the smart phones made in the world, how many of them do you think will eventually get a projector like this?"

The most common answer is "all of them." I have a link to a price calculator below, and you can see the difference between 10% and "all of them."

Would you like a six foot screen in your Phone? This phone is now available in China, and Romania, and soon will be in Brazil, and India. (45%+ of the worldwide smartphone market.) 




Personal Assistants & Internet of things: Put a sensor in that projector and turn it into a touch screen. This projector product should be available for purchase in the second half of 2018. It can be included in personal assistants, appliances, and anywhere else a touch screen would be desirable.



Below is another prototype that uses MicroVision's technology. How would you like it if your Amazon Echo or your Google Home speaker could do this? 




Augmented Reality: This is an area that is just getting started. Most people are unaware this is possible, but it's probably going to be huge.

Pokemon' Go was an early augmented reality game, and Microsoft is having a lot of early success with its Hololens


MicroVision is working on Augmented Reality, displays; I do not know with who, and haven't seen a recent example. I have seen an old augmented reality display from MicroVision however, and it was much more impressive to me than other displays that were being shown at the time.

 In 2015 I attended the Consumer Electronics Show in Las Vegas. I tried every "augmented reality" item I could find, and none of them got even close to the contrast, and field of view that MicroVision's NOMAD system. (listen to what they say about the NOMAD display's business model below. That business model is becoming a reality. 
 [Augmented Reality Increasing Productivity]




 At that time I was told that what they have now is much better. I wish I could say I have seen it in person, but I haven't.

Are lasers (MicroVision's realm) going to be used? Nvidia thinks so, and they think that EVERYONE will be using augmented reality. (NVidia at SIGGRAF 2017) All good, but for our purposes, be sure to observe from 4:25-5:45! 


Below is a video of how Microsoft Imagines Augmented Reality. 



And Augmented Reality Games, below. I know these samples are from Microsoft, but that doesn't mean that they will be the only player, but for displays, I believe MicroVision will be key.



Scanning LiDAR

A huge problem with most automated things that move is that you don't want them to crash into things. If it's a moving arm, a robot, a truck, car, forklift, or gigantic digging machine. Scanning LiDAR is where it's at for those sensors. MicroVision's product is much smaller than competition, (and shrunk again by a factor of eight!) and they are in the mid-range sweet-spot of importance. Knowing where things are at a distance and close up is good, but most of the important decisions are made in the mid range.From Semiengineering.com
"Kevin Watson, senior director of product engineering at Redmond, Wash.-based MicroVision, a publicly held company, disagrees. “I don’t think that’s going to go anywhere,” he said of flash LiDAR. “For many years, the Holy Grail of LiDAR sensors we thought to be a MEMS mirror-based laser scanner, because they’re super-small, relatively inexpensive to manufacture in great quantity, and very reliable. They’re small enough to hide several around an automobile.”

Watson calls LiDAR “the most important sensor” in automotive electronics. “Vision systems are great, but they’re a totally passive system. LiDAR is active.” 

Mr Watson left Velodyne to work on the Holy Grail of LiDAR sensors at MicroVision.



It can also do 3D mapping for things like autonomous cars, robots, making movies, or creating content for Augmented reality. (And I'm sure more.


MicroVision Partners

ST Microelectronics 





Goertek  

Customers: Samsung, Sony and Lenovo

WPG Holdings The largest distributor of semiconductor components in Asia


Sharp / Foxconn Robohon is a sharp product, and Foxconn now owns a controlling interest in Sharp. (Robohon Video)

SONY   Sony has several products with MicroVision's PicoP inside, The relationship with Sony seems to have been problematic, but Sony is still in a position to produce products with MicroVision's technology inside. Products included: celluon PicoPro, and the Sony MPCL1 Laser Pico Projector, A cellphone with an embedded laser projector the Qualper phone has been shown but apparently not released: Qualper Phone



So how good is MicroVision's Intellectual Property? [ PatentVue ]

"Microvision Inc. made our list as the largest US patent holder in this space, owning 289 US patents primarily related to hardware components for augmented reality systems, with a focus on miniaturized MEMS and PICO level systems. Another smaller company is this space with significant patent protection is Kopin Corporation, with 206 relevant patents."


Microvision has been a company for the last 20 years that has been on the "bleeding edge" of technology. They have had to wait for some technologies (lasers) to catch up with them, and even had the lasers existed to do what they wanted to do ten years ago, the content landscape wasn't quite ready.


Where could this go? Well, if I'm conservative and say the company profits $5 per projector unit, and it goes into 10% of the world's smartphones and everything else fails? Then this thing will be trading about 200 times what it is now. If it does better? Sky is the limit. Check the price target calculator below, and put in your own numbers.

The sweet spot is to catch a company when it transitions from the bleeding edge of technology to the leading edge -- and I am long this company. I have endured the bleeding edge pain -- but things are going to get interesting as products are going into production now.

There's more, check out these past posts, and dig around a lot. There's way more out there than is on this blog.

Surface Phone
Price Target Calculator

The TICKER is MVIS

Tesla Semi Truck

The STREET

This was delayed from it's originally scheduled reveal in September. Now Scheduled for this week.)

In this video, pay particular attention to seconds 15-22 or so.


Tesla Twitter

Sunday, November 12, 2017

What's possible with Augmented Reality.

One of the recently completed development contracts was about an AR product.

We know that MicroVision is working in this field to create wide field of view displays with high contrast displays for this kind of application.




Daqri AR Glasses Home Page