Thursday, January 14, 2021

Keeping it REALLY Simple.

 Benchmark --- LAZR  -- Upstart LiDAR company.

Approximate Valuation: 10 Billion. (MicroVision's LiDAR is better)

At the same value: 10 Billion / 152 Million = $66

I consider the near eye display to be worth MORE than the LiDAR -- it certainly I think will be at least as widely used. Now that we have a value for LiDAR, I'm significantly adjusting my guess on NED -- I'm keeping my guess simple.

Market Fear Of Missing Out (FOMO) is likely more important than fundamentals... And the fundamentals here are REALLY good.

Give it a comparable valuation:

$66 + $66 = $132

Review previous Value Posts

Value LiDAR

The Beats Exercise 

Near Eye Display

Tuesday, December 22, 2020

Great day something interesting.

Occasionally I go to to look at their charts, and get other info.

This is the first time I've seen MVIS in the good column 3x

But there were a couple of other things of note in the Top Gainer's Graphs... Overbought Graphs

Links to their site are being a pain, so look at VUZI, UAVS, EYES

Monday, December 14, 2020

Market Growth

These are some graphics from a post done in 2018.

Not even the most awesome products hit the ground in a frenzy. A recent example is Instantpot : Founded in 2009, started moving in 2014, a frenzy in 2017. (Overnight success! says the media.)

We're sitting on two products that appear to be getting this kind of growth and adoption. LiDAR and Near Eye Display. LiDAR will be everywhere. So will Near Eye Display.

Good charts of adoption are difficult to find. You eventually end up with some kind of distorting compression that changes it in a way that the visual representation is distorted. ( partly because, as you'll see, they're difficult to fit on a screen and be readable at both ends.)

This page from PetaPixel. It has a couple of very interesting charts of adoption.

This is of CAMERA Sales.... Sucks to be in cameras? unless you think you just went back to sort of normal from a decade of amazing.

If we add cameras that are included on cellphones, we get a bit of a different picture. The GOLD area is cameras on phones..... except they fade out at the top of the graph.

Well, happily, they put something on there so we could see the top of the graph --- but the screen graphics kind of break down. Well, there you are with cellphones included.

That's how a market can grow.

LiDAR is for more than cars, and Near Eye displays are probably going to replace your cellphone screen in a few years.

Tuesday, December 1, 2020

Judy Curran Added to the Board of Directors -- From Ford Motor Company.

MicroVision Announces Addition of Judy Curran to its Board of Directors

REDMOND, Wash., Dec. 01, 2020 (GLOBE NEWSWIRE) -- MicroVision, Inc. (Nasdaq: MVIS), an innovative leader in solid state lidar sensor and ultra-miniature laser display technology based on its proprietary laser beam scanning technology, today announced Judy Curran was appointed to its board of directors.

Curran is an accomplished senior automotive executive with over 30 years of experience in vehicle program, engineering and technology leadership. Curran has a strong record of leading innovation at Ford Motor Company where she served in a number of executive positions including Director of Technology Strategy, where she developed the cross-vehicle global strategy for key new technologies including assisted driving, infotainment, new electrical architectures, and connectivity. Previous executive roles at Ford included Vehicle Line Director, Vehicle Evaluation and Validation Director and VP Engineering for Automotive Components Holding LLC. Curran currently works at Ansys as its Head of Global Automotive Strategy. Ansys is a simulation software company used to simulate multi-physic systems including ADAS systems.

In addition to her executive experience, Curran has served on several boards including the Automotive Component Holdings Operating Board, a Ford Subsidiary; Board of Directors Executive Committee, Inforum Automotive NEXT; Board of Advisors, College of Engineering, Lawrence Technological University; German American Chamber of Commerce Board - Detroit Office and Board of Directors for SAE Foundation, SAE WCX, and SAE GLC Committees. Curran earned her Bachelor of Science in Electrical Engineering and Computer Software at Lawrence Technological University and her Master of Science in Electrical Engineering at the University of Michigan.

“Judy has an extensive background in executive and strategic leadership in the automotive industry during a distinguished career at Ford. We are fortunate to have her join our board,” said Brian Turner, Chairman and Lead Independent Director at MicroVision. “I believe automotive lidar sensor technology represents a significant opportunity and potential value to our shareholders. Judy brings a deep understanding of the current automotive marketplace including new technology, business strategy, operations and management. Her role at Ford Motor Company leading assisted driving strategy and other technology initiatives strengthens our board as we consider various opportunities. She will be a valuable addition to the MicroVision board of directors.”

“I am very excited to join the MicroVision board and I look forward to working with Brian, my fellow directors and management as the Company continues to explore strategic options with Craig-Hallum Capital Group, LLC, its financial advisor,” said Curran. “I am eager to bring my experience and energy to the board and help guide the Company in implementing a successful strategy.”

About MicroVision

MicroVision is the creator of PicoP® scanning technology, an ultra-miniature sensing and projection solution based on the laser beam scanning methodology pioneered by the Company. MicroVision’s platform approach for this sensing and display solution means that its technology can be adapted to a wide array of applications and form factors. We combine our hardware, software, and algorithms to unlock value for our customers by providing them a differentiated advanced solution for a rapidly evolving, always-on world.

MicroVision has a substantial portfolio of patents relating to laser beam scanning projection and sensing. MicroVision’s industry leading technology is a result of its extensive research and development. The Company is based in Redmond, Washington.


Monday, November 23, 2020


Start at 13:30 listen to 16:00

100% MicroVision's Near Eye Display.

Sunday, August 30, 2020

Niche to Mass-Market: How MEMS-Based LBS Projectors can make Smartglasses the next big thing

Thanks Bart!

Upcoming Workshops

Bharath Rajagopalan
8 OCTOBER | 1 Hour Time TBD
Laser Beam Scanning for Near-to-Eye Display Applications: A Preview

Bharath Rajagopalan
Director, Strategic Market Development at STMicroelectronics

One of the key challenges for augmented reality is the development of ultra-compact, lightweight, low-power near-to-eye display solutions with good image quality. Laser Beam Scanning (LBS) technologies can meet these key requirements and deliver form-factors that enable light weight, fashionable, all-day wearable AR smart glasses with the ability to scale resolution and field-of-view (FoV).

Bharath Rajagopalan is a former Microvision employee.

ST Microelectronics Presentation

October 22
Lucas Ginzinger
Bosch Sensortec
From Niche to Mass-market: How MEMS-Based LBS Projectors Can Make Smartglasses the Next Big Thing“

Saturday, August 22, 2020

Easter Egg Patents

Thanks s2upid! & Mark

Retrieved from Reddit -- there are enough smart and dedicated people posting information there that I can't keep up. (and I have other things to do.) Occasionally there's a serious GEM posted there. This is one.

The "EasterEgg" refers to one of the patents listed in the most recent MicroVision videos (last post) mentioned by CEO Sumit Sharma during the last "Fireside Chat" (recounted here)


Tuesday, August 4, 2020

New MicroVision Videos

Automotive Lidar

Near Eye Display

Chevy's was good thanks G!