ASM

Notes on the ASM. The opinions are my own, the recollections are my own and I'm not perfect, it's entirely possible that other people heard the same things in a different way.

LiDAR

The first thing I stopped at in the Demo room was the LiDAR. It's very much smaller than it used to be: the size of the candy-bars the cheap people give away on Halloween (fun sized). Tiny. Currently 17 million pps at 8 meters, working on 20. (something about software and processors.) 

• Designed with direct input from OEMS / Customers who will be using it. (This is not a solution in search of a problem... it already has places to go.)
• Gesture control will be big.
• Built with Machine intelligence
• Autonomous cars may be a ways out, but ADAS is being implemented, and there will probably be government requirements for it in a couple of years. 
• Confirmed that this is considered a "solid-state" LiDAR.

TIER ONE OEMS

• We have THREE (so far)
• We are producing components of products that have other component suppliers
• possible that one of the other component suppliers may have some kind of issue
• TIER one OEMS are now calling Microvision
• Sales funnel is excellent - they are very happy with it
• They are talking to upper management on specific solutions
• MVIS solutions can go from zero to very large numbers
• "Now it's going to turn into money."

China

• China trade tensions are big, and may change the environment we're working in. 
• Some components are manufactured in China
• Some manufacturing may move (Brazil, Mexico, Vietnam, Canada...)
• Not sure of any possible impact, but of course watching the situation closely -- and the Tier one companies are watching it as well (we don't necessarily know what they're thinking or what they're going to do)

Q2 2017 Contract (Hololens?)

• PO has no material hurdles, it's in a document finalization stage" 
• The signing of the PO will be a material event
• They WILL be shipping product in June (this wasn't qualified with uncertainty indicators --- no "if" or "likely" or "planned" modifier to the statement.

There was also some hearsay that this Tier one company would likely announce us-- we wouldn't need to wait for a teardown of the product to find Microvision within.

Spent the better part of the afternoon after the ASM with other investors  (Brian --not Turner -- Mike and Kristie -- who may share their online personas if they wish.) 

We headed over to Microsoft to their visitor center to experience Hololens and chat about where we are or where we're going. Well spent time.

Force Touch

A very unique feature of the Qualper phone is the home button. Many share holders got to see it at the annual stockholder's meeting.

On the Qualper phone, the home button is in the middle of a smooth area below the screen. Hold your finger on it, it lights up and gives some "haptic" feedback. It vibrates to let you know you did something.

It's a very unique thing -- that just happened to be found along with PicoP in the phone -- another very unique feature. 

So, somewhere to look for PicoP might be with this other unique feature. 

The closer we get to the reveal, the more accurate the leaks typically get. This one is close to bankable at this point. It's come up repeatedly, and the details about it haven't changed.

MacDailyNews
BGR

“According to a new report from Macotakara — a site with an impressive track record regarding Apple rumors — the home button on Apple’s next-gen iPhone will sit flush with the screen and will not move when pressed,” Heisler reports. “Instead, Apple is planning to incorporate a series of sensors underneath the home button that will trigger a slight vibration when pressed. This, in turn, will provide users with the illusion that the iPhone 7 home button is a mechanical button.”

“The report further adds that the sensors underneath the iPhone 7 home button will be pressure sensitive, thereby paving the way for Apple to incorporate 3D Touch functionality on the screen as well as via the home button itself,” Heisler reports. “Notably, Apple has already implemented this type of technology on its MacBook line via a feature it calls Force Touch.”

ASM - What I Expect

The Annual Stockholder's meeting is coming up next week.

I can't get a definitive list of what will be present for demos, but I do expect that most of what was available at CES will be available at this meeting.

Seeing pictures of the Qualper phone is one thing -- holding it in your hand and watching it work is quite something else -- what I saw wasn't a poorly made prototype.

Of course I could be wrong about any of these being present -- I can't get a definitive list... but when you see this... it's very impressive.

See some of you next week.

PicoBit

Qualper Phone

RoBoHon
Android TV  with picop
Keystone Correction Demo
Brighter Engine