Friday, November 15, 2019

Trimble announces Mixed Reality solution.

Press Release

Trimble announced the availability of the Trimble XR10 with HoloLens 2 system, a worksite-ready mixed-reality solution that enables workers to visualize 3D data on project sites for more efficient planning, collaboration and reporting.

The new solution is enabled by two central components:
  • Trimble XR10 with HoloLens 2 - a mixed-reality device purpose-built for integration into an industry-standard hardhat for use in safety-controlled environments
  • Trimble Connect for HoloLens - cloud-based software that allows for open and collaborative communication across all stakeholder types, optimized to maximize the benefits of HoloLens 2

Enabling front-line workers in the construction, oil and gas, manufacturing and mining industries, the Trimble XR10 meets international certification standards for impact and electrical protection in most major markets.  The device includes all of the new functionality of HoloLens 2, including a flip-up-visor, wider field-of-view and more instinctual interaction enabled by state-of-the-art hand-tracking technology.  

The XR10 enables users to overlay Constructible Building Information Models (BIM) and other digital project data onto the physical context of the jobsite.

Thursday, November 14, 2019

AR Use case

Things like this show what developers are up to with AR.

It's Magic Leap, but you can be sure that they'll have a Hololens app as well. (And that Magic Leap will use the best Near Eye display they can find.)

(I tried both Magic Leap, and Hololens 1 and believe they were using the same display.)

Next Reality

Yahoo News

Tuesday, November 12, 2019

Race to Replace Smart Phones

Got the heads up on this from a couple of different sources last night and this morning.

This is where we are.

Given that Microsoft is shipping... it will be happening sooner than CNBC thinks.


Fox News

The video is from Fox news.... I've had trouble getting it to play.



Most of the biggest names in Big Tech are racing to create smart glasses that we wear everywhere and that may replace our phones.

Microsoft, Amazon, Google, Snap, Facebook Apple, Magic Leap and others are all working on some form of smart glasses or headset that will change how we view the world around us. Instead of pulling a phone out of our pockets to talk to people or interact with apps, we may do these things simply by speaking to, and looking through, a set of glasses.

There’s a race to be the first to make a set of glasses that everyone will wear, which means they have to be fashionable and sleek enough to wear all day and everywhere you go. Advocates of the technology hope that you’ll one day be able to replace every screen in your life with just one pair of smart glasses.

Friday, November 8, 2019

Connecting Conference Call Dots...

Thank you to Snowboardnirvana from Reddit MVIS

Let the parsing begin:
Our activities related to our Interactive Display solutions resulted in a major step forward during the past few months as customer due diligence work has now led to negotiations for a component purchase agreement that we aim to complete this quarter* for a targeted launch of our Interactive Display module in 2020. 
"...we aim to complete" seems to imply that terms have been agreed to and the ball is in MicroVision's court with the contract sitting on PM's desk waiting for him to sign and reveal at an opportune moment. I believe that he has learned his lesson of prematurely announcing expectations from the delay caused by Tier-1s requesting the switch to Class 1 laser light engines.
"These engagements over the past few quarters continue to reinforce our belief that MicroVision has the potential with our Interactive Display product to sell 1 to 3 million units during the first 12 to 24 months of production.
If 3 million units = $100 million in revenue, then we can estimate our expected revenue to be in the area of $33 per unit.
We believe that this capability expands the potential market for our Interactive Display products to include personal mobile gaming devices. With a larger potential market, we believe that we have increased the opportunity for our Interactive Display product to sell well in excess of 10 million units to multiple customers.
So 10 million additional Interactive Display units sold for mobile gaming should lead to revenues of about $330 million with margins increasing due to economies of scale! 
I believe that the TAM will be much greater, but let us err on the conservative side.
I think that is pretty exciting!
I agree, Mr. Mulligan!
Leveraging our years of Laser Beam Scanning experience and our demonstrated capabilities in LiDAR, the Automotive LiDAR vertical is a natural fit for MicroVision. That said, we needed to develop critical additional capabilities to meet some of the performance requirements in this space. With new IP for these innovations recently filed we believe we have the right solution at the right time. Early in 2019 we engaged several top tier Automotive OEMs and presented an outline of our first product to market. This product would be intended to support up to ADAS Level 3 autonomy.
So MicroVision has been working on this vertical for some time in silence and has filed for patents on new IP, and in early 2019 engaged with several top tier Automotive OEMs. Sounds like NRE opportunities exist along the lines of the April 2017 contract with Microsoft and revenues from this could result. Now which Automotive OEMs were heavily committing to Microsoft HoloLens2? Toyota was one, IIRC.
So we could be looking at MicroVision revenues over $400 million, not counting HoloLens2 and other AR/MR contributions or Display Only or Consumer LiDAR, in the next few years from a public company selling for $0.75 per share currently. 
And now it's all public information if you know how to read between the lines.

Thursday, November 7, 2019

Conference Call

I've been gone a lot and extremely focused on some training. Arrived home yesterday just as the conference call was getting started.

This company will be the source of key components in multiple emerging technologies.

I said "I told you you'd hear numbers like that eventually." a number of times yesterday.

Most of the delay is probably from trade adjustments with China. Short term disruptive, long term, this should be a very positive development.

"I can say that certainly looks like our logo."
Is one of the all time best lines in any conference call ever.

Hololens Shipping

Conference Call Transcript

CC Links including recording

Production unit shipments for our April 2017 contract customer began in the third quarter and continue to proceed smoothly, meeting our customers production schedule. Our activities related to our Interactive Display solutions resulted in a major step forward during the past few months as customer due diligence work has now led to negotiations for component purchase agreement that we aim to complete this quarter fora targeted launch of our interactive display module in 2020.

As customer products come to market, we expect our company revenues could reach $100 million over a 12-month period, following product
launches that we expect to start in the second half of 2020Let's move on to our automotive LiDAR product. The markets for advanced driver assistance systems is experiencing high growth that we expect to accelerate with the need for safety features and new regulations targeted to come into effect in the next 3 to 4 years.

More Later.... 

Michael Fawzy Malouf - Craig-Hallum Capital Group LLC, Research Division - Partner, Senior Research Analyst & Head of Boston Team 

Yes. That's helpful. I didn't realize if this was specifically for Interactive Display only. So that's helpful.And then if I could just ask 1 more question. Just recently, Alex Kipman, who has been really the guru behind the HoloLens 2 did this whole presentation about a month ago, talking about the HoloLens 2 and in that he showed a slide actually of the prototype of the device and its clearly seen on their the MicroVision logo on the PCB Board. So I'm just kind of curious, is that sort of a public validation that you're on the HoloLens 2?
 And I would love to get a little bit of comments, specifically, tied to that presentation that Alex gave?

Perry M. Mulligan
- MicroVision, Inc. - CEO & Director

Yes. So just that we're on the same page, Mike, I believe that this is -- you're referencing the presentation that Alex made on October 3rd at the ETH
Global Lecture Series in Zurich?
Michael Fawzy Malouf - Craig-Hallum Capital Group LLC, Research Division - Partner, Senior Research Analyst & Head of Boston Team
That's right. In fact, it was titled the HoloLens 2 - Unpacked.
Perry M. Mulligan - MicroVision, Inc. - CEO & Director Right. So he called -- he referenced some of the pictures I think the HoloLens 2 model. And in that picture, it looks like you can see the MicroVisionlogo on some of those components. We can confirm that it appears to be our logo. And beyond that, I can't make any other comment.

Tuesday, October 22, 2019

Wednesday, October 16, 2019

Tetra Pack

We’re using new technologies for predictive maintenance and remote support through wearable technology, such as HoloLens – this takes away the necessity of being reliant on a specific skillset in each and every market. In turn producers have less downtime and save resources. We have set this up in 56 customers’ sites already. This is growing and depending on what service agreement we have with our customers, there’s more or less interaction between the local workforce and the global support system.

This is an interesting something I haven't seen anywhere else before. It might be the truth or a significant error. (they're not uncommon in tech press, so I don't give this a lot of weight, but it's something to look at.... certainly, Microsoft has manufacturing partners.)

HoloLens is simply wearable technology – field engineers can wear the glasses and connect to a remote specialist, who might be sitting in Germany, Italy or any of our main production centres. It allows remote interactive support between the two. While the technology is Microsoft’s, the actual hardware is provided by Siemens.

Thursday, October 10, 2019

Kuo -- Apple AR Glasses

....once it's developed we can sell it to whoever we want to....

Kuo is probably the best and most reliable Apple Watcher out there....

Media Post


Apple Plans AR Glasses Likely Aimed At Mass Market

Apple’s next big thing might be augmented reality glasses, according to a research note from TF Securities analyst Ming-Chi Kuo, who follows Apple. 
Kuo, in his Wednesday note, says that unlike other glasses tested in the marketplace before, Apple is planning for its specs to be used as an accessory to its iPhones -- not packed with processing hardware -- so they will be less bulky.  
Kuo originally said the glasses would be ready by mid-2020. In his new note, he said Apple expects the product to come to market early next year. Word of his report first came via website


Most notably, Microsoft marketed Hololens in 2016 and is now allowing pre-orders of Hololens 2, for up to $3,500. They're none too pretty.

The Hololens 2 website includes a video that appears to show surgeons, engineers and theatrical set designers using the glasses to guide their work.

Monday, October 7, 2019

Minecraft Earth

Everything AR on your phone will be AR with Glasses....

Minecraft is Microsoft.

The Most popular Youtube Video on Hololens.... Minecraft.

I'm still slammed, and unable to pay as much attention as I'd like... things are getting interesting again.

Thanks Mike


When is Minecraft Earth coming out?

Starting this month, Microsoft plans to roll out to individual regions early access to game, until it's available worldwide by the end of the fall. Once it hits your area, you can start playing.
Sign up to be part of the Minecraft Earth early access program. Android users can also preregister for the game and get a notification when it's available.