Wednesday, December 13, 2017

Headed to CES

I'll be heading to CES in January. (Looking really good anyway.)

I'm hoping to visit every company that could possibly have MVIS inside.

I'll be making a list of targets. Sourcing them here: CES Exhibitors

Tuesday, December 12, 2017

New Quantum V Video

They're working hard to sell this thing, and this is good.

3D Sensing Market

LED Inside

LEDinside has researched on the supply chain of 3D sensing, and points out that algorithm, emission pattern and patent will be the three key elements for 3D sensing development in the future. VCSEL/EEL wafer and chip foundries (e.g. IQE, VPEC, Win Semi, II-VI, Epistar, HLJ, AWSC) have increased their production capacity. Major VCSEL/EEL packaging companies include Lumentum, Finisar, Princeton Optronics, NeoPhotonics, Philips Photonics, OSRAM OS. As for different algorithms, PrimeSense, Mantis Vision, Qualcomm/Himax, Intel, etc. now focus on structured light technology, and STMicroelectronics, Google/Infineon/pmd, MicroVision, Orbbec, etc. use ToF technology. Apart from Apple, Samsung and ASUS, Chinese smartphone brands like Xiaomi, Lenovo, Huawei and OPPO, etc all plan to release new phones with 3D sensing,
Smartphone brands are now deploying in the market and seeking for cooperation within the supply chain. But obstacles still remain for future development of 3D sensing market, including obtaining patents, developing third-party application, and increasing the performance-price ratio.

Wednesday, December 6, 2017

The price of Pizza, May 22, 2010

This is a lesson in how a market can value something...

The market can under-value your something or over-value it. 

Right now a company that is licensing and transitioning from a bleeding-edge company to leading edge company in four key emerging technologies is trading at $1.50/share. (or is that 1000 pizzas in 2022.)

There was risk with bitcoin in 2010. There's some risk with MicroVision now. But I bet you wish you'd put a few hundred bucks into bitcoin in 2010, and just hung on to it.



as of December 6, 2017... 

On May 22, 2010, a developer bought two pizzas using 10,000 units of a then-little-known digital currency called bitcoin.


13450.00 * 10,000 = $134,500,000
That's $67,350,000 per pizza.

December 7, 2017

15969.00 * 10,000 = $159,690,000
That's $79,845,000 per pizza
I'm pretty sure this is going to be compared to the Tulip bubble of 1634 pretty soon.

Entertainment Industry -- Big Plans

So, what do you do in a self-driving car while you're getting somewhere?

Probably the same thing most people do for entertainment or to pass the time now. Use a screen.


Thanks Joe.

More at Source

Just think about how relaxing your commute would be in a world of self-driving cars. You hop into your vehicle, tell the computer your destination, and settle in for a peaceful ride to work. Perhaps you can even take a nap, right?

Not if the entertainment industry has anything to say about it. You’re a captive audience the whole journey, so what better time to bombard you with even more “immersive entertainment experiences”? Companies have seen the future, and they’re already making plans to monetize it.

*****

With the average American spending more than 300 hours per year behind the wheel, entertainment execs hope that time can now be spent consuming content rather than driving. The Hollywood Reporter notes that some analysts predict that in-car streaming entertainment could result in as much as $200 billion per year in extra revenue. “Can the windshield be the movie screen of tomorrow?” asked Ted Schilowitz of Paramount Pictures.

Some of the possibilities involve in-cabin virtual reality (VR) or augmented reality (AR) experiences. “For example, a fan of the superhero Batman could enjoy riding in the Batmobile through the streets of Gotham City, while AR capabilities render the car a literal lens to the outside world, enabling passengers to view advertising and other discovery experiences,” writes Krzanich.

******

Although this technology is still a few years away, advertisers are already ahead of the curve. “We could deliver interactive, geolocated advertising based on nearby shops, restaurants and businesses,” said a rep from the National Association of Broadcasters.


Monday, December 4, 2017

Autonomous cars faster than you expected

Quicker than they expect, combine this with the video about disruptive technology from yesterday, and check out this, and the stack of Patents from Magna that point to Microvision... and things are looking really nice and really interesting.


BMW 2025 AD

The countdown to the mass production of autonomous cars has begun – much sooner than most experts expected. Klaus Fröhlich, Member of the Board of Management of BMW AG, Development, outlines his strategy.


.....In addition to Continental and Delphi, Fröhlich has now secured Magna as another Tier 1 supplier for the non-exclusive cooperation: "Three suppliers are sufficient for now, otherwise it will be too complex at some point. And we are assuming that the partnering with other car manufacturers has only just begun." Such a global network is important he says given that autonomous driving regulation will be in constant interplay with the progress of technical systems over the next 20 years. "At some point, all vehicles will use the same driverless technology. That's why we don’t think it makes sense to try to differentiate in the long term."...

Sunday, December 3, 2017

Happy 25th Text Messaging!!

Looking at disruptive technology, it's important to consider how quickly it can rise from nothing to seemingly being indispensable.

Enjoy the ride!!


The very first text message was sent 25 years ago, in 1992.


In 1993 the first phone that the first phone that supported sending text messages found its way into the market.

Mashable
"
Like any new technology, initial growth for SMS was slow. The average American user sent 0.4 texts per month in 1995. Gradually, phones and networks adapted to better accommodate SMS. In 1999, texts could finally be exchanged between different networks, which increased its usefulness. By 2000, the average number of text messages sent in the U.S. increased to 35 a month per person."

First SMS Message CBC


World's first SMS text message sent 25 Years Ago

The man who sent the first ever text message 25 years ago has told British broadcaster Sky News that he is proud of his achievement.
British engineer Neil Papworth sent the first SMS (Short Message Service) from a computer to a mobile phone belonging to the then-director of Vodafone Richard Jarvis, he told Sky News.
The message read simply: "Merry Christmas."
Papworth said that Jarvis was unable to reply, because at that time it was not possible to send text messages from mobile phones, only to receive them.
According to Sky, in 2007 the U.K. was sending 66 billion text messages per year and by 2012 that had increased to 151 billion for SMS and MMS (Multimedia Messaging Service).
The U.K. currently sends 96 billion text messages every day, Sky reported.
"Texting isn't as popular as it once was," said CBC's Dominic Valitis, reporting from London. "The peak for messaging in the U.K. was 2012 ... but we've seen a steady decline since then."
Some experts believe, however, that although text messages are an extremely quick and popular form of communication, they are no match for speaking with someone in person.
"When you send someone a text message you often lose a lot of the context that you might get when you are speaking face to face," social media expert Toby Beresford told Sky News.
"And that's a real challenge for us in the new era."


Texting Statistics

Worldwide Texting Statistics (5/24/16)

1. The number of monthly texts sent increased more than 7,700% over the last decade. (Statistic Brain) (Tweet this!)
2. Over 560 billion texts are sent every month worldwide. (Statistic Brain) (Tweet this!)
3. 18.7 billion texts are sent worldwide every day, not including app-to-app messaging. (Statistic Brain) (Tweet this!)
4. (2017 Update) 15,220,700 texts are sent every minute of every day worldwide, not including app-to-app messaging. (Domo) (Tweet this!)
5. (2017 Update) 913,242,000 texts are sent every hour of every day worldwide, not including app-to-app messaging. (Domo) (Tweet this!)
6. (2017 Update) 22 billion texts are sent every day worldwide, not including app-to-app messaging. (Domo) (Tweet this!)
7. (2017 Update) 8 trillion texts are sent worldwide every year, not including app-to-app messaging. (Domo) (Tweet this!)
8. WhatsApp and Facebook Messenger combine for more than 60 billion messages sent every day. (The Verge) (Tweet this!)
9. 4.2 billion+ people text worldwide. (MBA Online) (Tweet this!)
10. Text messaging is the most used data service in the world. (Nielsen) (Tweet this!)

Video about Disruption

You'll get a lot from the first ten minutes or so. I liked the whole thing.

Wednesday, November 29, 2017

Ford Changing the World -- Updated

Those spinning gizmos will be replaced with tiny little LiDAR units.

GM Doesn't want to be left out. 

“Everything we are doing is geared to speed,” G.M.’s president, Daniel Ammann, told journalists at an event showcasing the cars on Tuesday.

To emphasize the company’s progress, Mr. Ammann said the cars would be ready for consumer applications in “quarters, not years.”

Meeting that goal would probably give G.M., the nation’s largest automaker, a jump on other companies developing self-driving models.
Career Day (This is old, and it hasn't been updated, FYI)






At about 1:07 in the video below you can see the infrared scanners working...

Microsoft Campus Expansion

KOMO News

Fortune

While Amazon is looking to set up a second North American headquarters to complement its Seattle mothership, Microsoft is taking a different approach to growth: it’s taking advantage of its existing 500-acre grounds in nearby Redmond, Washington and launching a major revamp of its existing campus.

The scheme will create enough space for a potential 17% expansion of Microsoft’s Redmond-based workforce, accommodating a maximum of 55,000 people, up from the current 47,000 headcount. Microsoft has been in Redmond since 1986, and this is the largest expansion of its campus in over a decade.

The software giant announced late Tuesday that it would begin the five-to-seven-year modernization program next fall. The project will give Microsoft 18 new buildings, along with 6.7 million square feet of renovated workspace in 12 existing buildings (the campus currently has a total of 125 buildings).

New Fund buying in


Lincolnian

Teachers Advisors LLC bought a new position in shares of Microvision, Inc. (NASDAQ:MVIS) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 120,798 shares of the electronics maker’s stock, valued at approximately $256,000. Teachers Advisors LLC owned about 0.18% of Microvision as of its most recent SEC filing.
Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Geode Capital Management LLC boosted its stake in Microvision by 92.5% in the first quarter. Geode Capital Management LLC now owns 465,339 shares of the electronics maker’s stock valued at $1,158,000 after acquiring an additional 223,582 shares during the last quarter. Bank of New York Mellon Corp boosted its stake in Microvision by 416.2% in the second quarter. Bank of New York Mellon Corp now owns 226,812 shares of the electronics maker’s stock valued at $480,000 after acquiring an additional 182,877 shares during the last quarter. Schwab Charles Investment Management Inc. purchased a new position in Microvision in the second quarter valued at about $250,000. Finally, Rhumbline Advisers purchased a new position in Microvision in the second quarter valued at about $139,000. 30.62% of the stock is owned by institutional investors and hedge funds.

Tuesday, November 28, 2017

Monday, November 27, 2017

Opportunity India

The Opportunity in India is amazing. Apple is treating its retailers in India shabbily, the demand for smart phones is huge.

Top this off with them loving their movies, and a shortage of movie screens... 

Things are looking good for the Voga V in India. INDIA SCREEN SHORTAGE

Voga V Phablet in India (Money symbol in Rupee)

Patently Apple
Now a new bone of contention has surfaced. According to a new report out of India, "Apple has reduced retail margins on the iPhone X by nearly 30%, frustrating large format chain owners and small-scale retailers that are crying foul that the Cupertino-based company does not want its retail partners to benefit while the company itself profits from the massive margins it makes.

Some like Bengaluru-based Sangeetha Mobiles have stopped taking orders of the new flagship, even as the costliest iPhone ever faces huge supply-demand mismatch in India, leading analysts to say that Apple should slot India far higher in its priority list and bring in larger shipments of the iPhone X."
Subhash Chandra, managing director at Sangeetha Mobiles, which has 400 stores across the country said that "Apple has cut margins on the iPhone X from 6.5% to 4.5% for large retailers like us, and if a customer pays by card, which is usually the case, the margin reduces to almost 1.5-2%."

Chandra added that "Apple gives the least margins… How on earth do they expect the retailer to work for them for free -- our overheads are anywhere around 10%."

The Economic Times report further noted that a "Industry insiders reveal that typically, brands such as Samsung or Xiaomi offer more than double the margin that Apple offers, around 12-15%. To gain share from competition, players like Oppo and Vivo were also giving higher than usual margins to retailers, but Apple has refrained from this practice.


Thanks for the heads-up Ron!

Saturday, November 25, 2017

Recoil Laser Tag -- Augmented Reality Game

Like Pokemon Go, this may get kids playing outside again. I expect great enthusiasm for AR for productivity and for fun.

At NerdStash.

Recoil Website

Starter Set at Best Buy




Friday, November 24, 2017

VogaV @ China Mobile

VogaV China Mobile

Translated by Google Translate

On November 23, 2017, the annual China Mobile Global Partner officially opened in Guangzhou, continuing the strategic goal of "connecting Dalian" last year. This year's Global Partnership Conference highlighted everything under the strategy of "Dalian Connection" The concept of interconnection, with the theme of "Creating a New World with Wisdom and All Things", fully demonstrates the grand vision of a smart future. 
As an important cooperative partner of China Mobile, the Green Orange mobile phone took the VOGA series of brands participating in this conference with great attention and evaluation by virtue of the ultra-high quality-to-price ratio at this year's conference.


Compared with the previous congress, this conference includes many forums, exhibitions, signatures, series of special topics, exhibitions and many other links. For the first time, the online and offline conference has been held in a synchronized manner with a richer form and more diversified channels. The participating VOGA V laser projection mobile phone is more for the General Assembly to add a different kind of light.




The VOGA V laser projection mobile phone is the first flagship product of the VOGA series produced by Green Orange Mobile Phone. The most prominent feature is the incorporation of a laser projection module with MEMS technology that can be projected anytime, anywhere without the need Focus that is open that vote, than the traditional projection technology such as DLP more power, longer life, as well as trapezoidal automatic correction and other special features. Not only that, the orange mobile phone has also developed a VOGA UI system for it. The unique projection function keys can quickly switch projection, select the projection content, and can meet the needs of mobile KTV and multi-person code scanning. Such a special novelty projection mobile phone has attracted the attention of audiences and industry professionals from all over the world. After that, they all went to the VOGA booth to manually operate the projection mobile phone, praising it that they had not seen such an interesting product for a long time. Subsequently, the top leaders of China Mobile Group also came to the booth, while listening to technical staff to explain at the same time, personally tried the VOGA V laser projection mobile phone, and expressed his affirmation.





The conference for the first time organized the 5G Future Museum to show all the audience the latest ecological innovation achievements of China Mobile and 5G Lianchuang Partners as a new generation of cutting-edge communications technology, 5G will bring a new round of domestic mobile phone market changes and As historic moments such as opportunities, artificial intelligence, smart ecology and visual revolution are coming, VOGA, as the representative of the innovative brand, has been at the forefront of the trend and I believe we will soon see a whole new era of smart communications!

Thanks Tom

MoviPhone -- VOGA available in the USA.

I'm sure we'll learn more in the next few days, and this post will be updated... 

MoviPhone

Twitter Feed



VOGA V AT China Mobile

Thanks Tom!

Monday, November 20, 2017

Statement from New CEO Perry Mulligan

REDMOND, Wash.--(BUSINESS WIRE)--
Perry Mulligan issues a statement as he assumes the CEO role at MicroVision (MVIS):
As I start my first full week as MicroVision CEO, I want to share my thoughts on the opportunities ahead. Through my time on the company’s board of directors, I am familiar with the management team and the business plan and that has been an advantage while stepping into the CEO role. I am now getting the chance to meet more of the MicroVision team working on the development programs for both our engine products and the custom display solution for a major technology company. We have top-tier technical talent working on these programs, and I am impressed with the people in place, the plans to supplement existing expertise and the progress being made.
My plan is to continue executing the business plan while surveying the market, meeting our current and potential customers and evaluating the technology platform to determine where it can be applied to best advantage in addition to the opportunities we are already pursuing. One of the things that made a big impression on me as I talked to employees last week is the enthusiasm and optimism for the opportunities to apply our PicoP® scanning technology to the mobility, IoT, and LiDAR markets and the pride in the developments this team is making to the platform to align to those opportunities. I look forward to leading the team as we go after these opportunities and to getting to know the shareholders who have been the backbone of our company for many years.
Perry Mulligan, CEO and director
November 20, 2017

Sunday, November 19, 2017

This is a technology company, not a personality company....

Ultimately this is a technology company, not a personality company.... no change

The tech is still incredible... no change.

Microvision is still transitioning from bleeding-edge to leading edge.... no change

Microvision is still transitioning from pre-revenue to revenue generating company....no change

There are still orders out there waiting to be finalized (a couple larger, a couple smaller)...no change.

there is still room for MVIS in at least 10% of the world's smartphones.... no change.

And still available for key roles in multiple emerging technologies.

Interesting Image


Strategic Investor? --- Seeking Alpha

I occasionally have my doubts about this source. 

I will let this link stand without without commentary. 


Strategic Investor? A leading Automotive or Technology Giant Is Likely to Invest in MicroVision

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 bancário; 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