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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

Green Orange MP1

Yes, that's MVIS in there.

GREEN ORANGE







Interactive projection

So this a taste of what interactive projection could do for you in a smart phone



Thanks Tom.

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!

Sunday, November 26, 2017

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!

Tuesday, November 21, 2017

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.

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

Tuesday, November 14, 2017

ADAS Presentation

New post on the displayground blog.

From Displayground (source)

The proliferation of ADAS has spawned headlines and interest in a variety of sensor technologies that enable vehicles to observe and understand their surroundings, and now similar opportunity is emerging inside the car for new sensors that can observe and understand the driver and passengers as well as provide intuitive control interfaces.

MicroVision’s Director of Product Engineering, Jari Honkanen, recently gave a presentation at FUTURECAR 2017 detailing how our Laser Beam Scanning technology for MEMS-based LiDAR solutions provides a unique approach that enables new 3D sensor capabilities in areas such as dynamic and variable resolution, acquisition speed, and field of view. These small and cost-effective MEMS-based LIDAR sensors can be applied to new innovative interior and exterior automotive applications benefiting from high-fidelity 3D depth sensing from short to medium distances.

Learn more by viewing the below slideshow.

Monday, November 13, 2017

Transitioning from the Bleeding Edge to the Leading Edge


I am "Pinning" this post to the top for a while.

If you can find a good up and coming technology to invest in, you can end up holding stock in a company that will pay you enormous returns. Think Apple, Microsoft, Nvidia and Google --companies that went from the bleeding edge of technology to the leading edge.





Notable investor Ronald Wayne, is an excellent example of a "smart investor" who missed the gains possible in holding a "bleeding edge company." In 1976 he was one of the first investors in Apple computer company. He was a 10% stakeholder and sold his stake for $800. He did double his money in 12 days, but had he held onto his investment it would be worth 90 Billion today.  Ronald Wayne

Now, not all bleeding edge companies make it to the leading edge. However, if you can find a company that is transitioning from the bleeding edge to the leading edge, you can avoid a lot of the risk the early investors took, and get most of the gains. The sweet spot to find one of these companies is when it's making the transition.


Of course to find the right company now, you'd look to something that was going to be a key component of an up and coming new technology. 

  • Mobile technology is still in its infancy -- find the next must-have feature, and you're golden. 
  • Personal assistants, like the Amazon Echo or the Google Home are gaining popularity, and will likely become more and more common, and more widely available everywhere -- especially if video features can be conveniently added to them. 
  • The Internet of Things is talked about everywhere, more and more powerful computers are being put in everyday items. If you're old enough to remember the 1990's a powerful personal computer of the 1990's was required to play the game "DOOM" -- but that computing horsepower is now available in a thermostat. [Doom on a Thermostat] The thing about that computing horsepower is that people need a good way to interact with it, that will be a key component.
  • Augmented Reality, the ability to enhance the world you see with computer generated information, is so new most people have seen little of it except perhaps an experience with Pokemon Go. They're getting great results with this technology in industry, greatly increasing productivity -- and it's a wild fantasy of gamers. It will be bigger than Virtual Reality -- it brings people together, or it can. Virtual reality isolates them. 
  • Self Driving Cars and Automation: I know self-driving cars are controversial -- they're not going to happen all at once though. They're going to happen a little at a time. More and more sensors will appear, the ability to automate some functions of the car, and the ability of the car to process the sensors' information and intervene when necessary is going to increase. No one is complaining about cars automatically NOT hitting pedestrians, or parking themselves, or alerting us when there's another car in our blind spot. This happens through primarily sensors that can detect and identify other objects.
If you want to do a good job investing in future technology, you could find a good company in each space -- but finding a good company that is publicly traded in each specific space could be tedious. You could invest in ST Microelectronics, absolutely nothing wrong with them, or Intel, or Google. However I think there's a way to invest in a company that has much greater growth potential, and it's poised to provide key components in ALL of those areas. 
  • Mobile Technology
  • The Internet of Things - Personal Assistants
  • Augmented Reality
  • Self Driving Cars & Automation
The Ticker symbol is MVIS

I'll keep this as brief and complete as possible, you can explore the rest of the blog....



Pico Projection -- Mobile Phone Technology

Why? Because of the picture below. Want to share your pictures? Would you rather share it with the picture on the phone below (at the bottom, slightly to the right of the center of the picture is my phone.) It's showing the same image as the PicoP powered projected large image, everyone can see it at once. (yes the crab were delicious.)





When I ask people "so, of the smart phones made in the world, how many of them do you think will eventually get a projector like this?"

The most common answer is "all of them." I have a link to a price calculator below, and you can see the difference between 10% and "all of them."

Would you like a six foot screen in your Phone? This phone is now available in China, and Romania, and soon will be in Brazil, and India. (45%+ of the worldwide smartphone market.) 




Personal Assistants & Internet of things: Put a sensor in that projector and turn it into a touch screen. This projector product should be available for purchase in the second half of 2018. It can be included in personal assistants, appliances, and anywhere else a touch screen would be desirable.



Below is another prototype that uses MicroVision's technology. How would you like it if your Amazon Echo or your Google Home speaker could do this? 




Augmented Reality: This is an area that is just getting started. Most people are unaware this is possible, but it's probably going to be huge.

Pokemon' Go was an early augmented reality game, and Microsoft is having a lot of early success with its Hololens


MicroVision is working on Augmented Reality, displays; I do not know with who, and haven't seen a recent example. I have seen an old augmented reality display from MicroVision however, and it was much more impressive to me than other displays that were being shown at the time.

 In 2015 I attended the Consumer Electronics Show in Las Vegas. I tried every "augmented reality" item I could find, and none of them got even close to the contrast, and field of view that MicroVision's NOMAD system. (listen to what they say about the NOMAD display's business model below. That business model is becoming a reality. 
 [Augmented Reality Increasing Productivity]




 At that time I was told that what they have now is much better. I wish I could say I have seen it in person, but I haven't.

Are lasers (MicroVision's realm) going to be used? Nvidia thinks so, and they think that EVERYONE will be using augmented reality. (NVidia at SIGGRAF 2017) All good, but for our purposes, be sure to observe from 4:25-5:45! 


Below is a video of how Microsoft Imagines Augmented Reality. 



And Augmented Reality Games, below. I know these samples are from Microsoft, but that doesn't mean that they will be the only player, but for displays, I believe MicroVision will be key.



Scanning LiDAR

A huge problem with most automated things that move is that you don't want them to crash into things. If it's a moving arm, a robot, a truck, car, forklift, or gigantic digging machine. Scanning LiDAR is where it's at for those sensors. MicroVision's product is much smaller than competition, (and shrunk again by a factor of eight!) and they are in the mid-range sweet-spot of importance. Knowing where things are at a distance and close up is good, but most of the important decisions are made in the mid range. 
From Semiengineering.com

"Kevin Watson, senior director of product engineering at Redmond, Wash.-based MicroVision, a publicly held company, disagrees. “I don’t think that’s going to go anywhere,” he said of flash LiDAR. “For many years, the Holy Grail of LiDAR sensors we thought to be a MEMS mirror-based laser scanner, because they’re super-small, relatively inexpensive to manufacture in great quantity, and very reliable. They’re small enough to hide several around an automobile.”

Watson calls LiDAR “the most important sensor” in automotive electronics. “Vision systems are great, but they’re a totally passive system. LiDAR is active.” 

Mr Watson left Velodyne to work on the Holy Grail of LiDAR sensors at MicroVision.



It can also do 3D mapping for things like autonomous cars, robots, making movies, or creating content for Augmented reality. (And I'm sure more.


MicroVision Partners

ST Microelectronics 





Goertek  

Customers: Samsung, Sony and Lenovo

WPG Holdings The largest distributor of semiconductor components in Asia


Sharp / Foxconn Robohon is a sharp product, and Foxconn now owns a controlling interest in Sharp. (Robohon Video)

SONY   Sony has several products with MicroVision's PicoP inside, The relationship with Sony seems to have been problematic, but Sony is still in a position to produce products with MicroVision's technology inside. Products included: celluon PicoPro, and the Sony MPCL1 Laser Pico Projector, A cellphone with an embedded laser projector the Qualper phone has been shown but apparently not released: Qualper Phone



So how good is MicroVision's Intellectual Property? [ PatentVue ]

"Microvision Inc. made our list as the largest US patent holder in this space, owning 289 US patents primarily related to hardware components for augmented reality systems, with a focus on miniaturized MEMS and PICO level systems. Another smaller company is this space with significant patent protection is Kopin Corporation, with 206 relevant patents."


Microvision has been a company for the last 20 years that has been on the "bleeding edge" of technology. They have had to wait for some technologies (lasers) to catch up with them, and even had the lasers existed to do what they wanted to do ten years ago, the content landscape wasn't quite ready.


Where could this go? Well, if I'm conservative and say the company profits $5 per projector unit, and it goes into 10% of the world's smartphones and everything else fails? Then this thing will be trading about 200 times what it is now. If it does better? Sky is the limit. Check the price target calculator below, and put in your own numbers.

The sweet spot is to catch a company when it transitions from the bleeding edge of technology to the leading edge -- and I am long this company. I have endured the bleeding edge pain -- but things are going to get interesting as products are going into production now.

There's more, check out these past posts, and dig around a lot. There's way more out there than is on this blog.

Surface Phone
Price Target Calculator

The TICKER is MVIS

Tesla Semi Truck

The STREET

This was delayed from it's originally scheduled reveal in September. Now Scheduled for this week.)

In this video, pay particular attention to seconds 15-22 or so.


Tesla Twitter

Sunday, November 12, 2017

What's possible with Augmented Reality.

One of the recently completed development contracts was about an AR product.

We know that MicroVision is working in this field to create wide field of view displays with high contrast displays for this kind of application.




Daqri AR Glasses Home Page

Tuesday, November 7, 2017

I wouldn't mind a translation...keep watching....

Sorry if this has some kind of problem, getting video out of China has often been difficult.

Source --- Thanks Joe


Monday, November 6, 2017

Voga V Sales...

So, while I'm on the road back home after a visit to the Midwest I get this link from Joe.

We had a bit of a discussion about the seemingly deliberate misinterpretations of the news from the Conference Call last week.

Anyway, this looks good, as always machine translations from Chinese aren't always terribly coherent, but this Google Translator version of this article seem pretty good.  --- SOURCE   (gathered all content)

We really can't tell anything from the sales records yet. (On the market only since August at all, and not yet available in Brazil according to my friend on the ground there.)

I've seen this phone in person, and I would dump my Sony Xperia phone for it in a hot second.




Double eleven online shopping Carnival is a step by step approached, but the business pre-sale war has already played in full swing, all kinds of coupons, shopping allowances, deposit inflatable play after another, we already tempted to share that chest chopped respect impulse , Pre-order is the most popular new hand chop posture. The phone as the highlight of the calendar year, it is locked in advance a lot of people's attention, including projection mobile phone is even more eye-catching.

Samsung, MOTO have been the forerunners in the field of projection phones, has introduced a number of Galaxy Beam projection phone products, and MOTO through the modular concept, the projector as a mobile phone accessories and continues today, and then in the field of projection phones Has a high voice, in June 2017 officially released domestic brand VOGA obviously belongs to a rising star, but with very different projection ideas and technical advantages, becoming the only mobile phone with MOTO rival projection mobile phone brand.

Of course, VOGA as a rising star in the market is still far behind the volume and the depth of the MOTO, but in this pre-war double 11 pre-war, VOGA is actually grab a MOTO limelight, a Double eleven cell phone pre-sale war in a dark horse. According to Taobao sales data shows, VOGA V laser projection phone ahead of the sale, in one fell swoop to capture the projected mobile phone pre-sale strategic high ground.

Why VOGA is particularly popular with everyone? This is related to the design concept of two projection phones. As a big brother in the mobile phone industry, there is a profound precipitation in the traditional mobile phones. MOTO has chosen to implement the projection function of the mobile phone through an external projection module. This method has higher flexibility and can be readily used in ordinary mobile phones and special mobile phones But also brought enough portability, extra burden and other issues; and VOGA V is taken directly to the projector module into the fuselage of the program, although a slight increase in the thickness of the machine, but a sense of unity, portability and more Strong, that is, cast whenever and wherever possible.

In addition, VOGA V also uses the latest MEMS laser projection technology, compared to the traditional DLP projection technology, MEMS laser projection continued features longer battery life, wide color gamut (NTSC up to 150%) contrast High (5000: 1), no focus, automatic keystone correction, etc. are also important technical highlights, all of which provide the technical basis for VOGA V's good user experience.

In addition, VOGA V also has a set of blue-orange mobile phone specifically designed for projection mobile phone VOGA UI system, such as the screen integrates a rapid projection switch, rapid selection of content and other projection features VR projector icon, ingenuity V The Laser Projector below the dot matrix announces the core features of projection phones. There are still can edit the document at any time, to share business cards and manipulate the presentation of a small assistant, such as out of control, air mouse, multiplayer and other special features, so that the projection phone more diversified gameplay.

Distance from the official start of the double eleven Although there are still a few days, but the pre-sale results also reflect to some extent the consumer concerns and recognition of the product, I believe VOGA and MOTO continuous competition in the forward position will continue, representing Projection in the field of mobile phone two major areas of the opponent will bring us what kind of change, look forward to it!