Friday, March 29, 2019

Investor Presentation

Missed the audio portion, so looking for a recording. There's great stuff in here!

This year.

It's looking like very healthy upgrade cycles built into the business. (Think personal computers in the 1980's and 1990's) Those upgrade cycles made a lot of investors rich.



First thing that jumped out, is what appears to be the form-factor for consumer LiDAR. What I take from this is that it's almost certainly a home-security application. (it's stand alone, and not a portable design.... ) And apparently stand-alone from a smart speaker --- where we're already looking for participation. (better picture of it later....)




Products LAUNCHED in volume, 2nd half of this year. (Of course "volume" is a word that needs interpretation, but when you're dealing with Tier #1 OEMS, huge volumes are likely. (We've seen this stuff in action and it's amazing)

Anticipate seeing products launched in volume in the 2nd half of this year

This is selling shovels to gold miners.
MicroVision is focused on enabling unique Input / Output solutions for Artificial Intelligence connected products and services targeting 4 market verticals 


Smart speaker form factor of MVIS engine:  The embedded TOF display isn't included in the module shown at WPG yet, but the comparison is very interesting.

Microvision Interactive at WPG Holdings 




No comments:

Post a Comment