Friday, June 9, 2017

Fast Follower Profile #1

Among the things demonstrated at the ASM was a mounted interactive projector. It's no secret that it would be for a device like this.

The touch-interactive engine goes into mass production this year and samples are available.

The Chairman of the board, Turner reported during the question and answer period that "everyone wants to work with us."  This is the point where a mass produced generic engine that is easily connected to devices starts making hay.

They can't count orders they don't have yet. "Fast Followers" are part of the consumer electronics landscape, however. 

So, you have to ask yourself some questions:

  • Which of these companies wants video functionality in their smart speaker?
  • Which of these companies wants to sell quick little smart-speaker ads?
  • Which competitors to these companies would put video in their smart speaker to add value ahead of these companies if they could?
  • In a situation where there's one quarter lead time to any quantity of engines will there be more orders?


Amazon Echo  First Appeared November 6, 2014.

Google Home appeared in  2016

Apple HomePod, two and a half years behind, announces their product in June 2017.

Harman Kardon Invoke with Cortana, Scheduled for late 2017 launch.

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