University of Washington Presentation Page
Showing posts with label MVIS. Show all posts
Showing posts with label MVIS. Show all posts
Wednesday, December 1, 2021
Thursday, January 14, 2021
Keeping it REALLY Simple.
Benchmark --- LAZR -- Upstart LiDAR company.
Approximate Valuation: 10 Billion. (MicroVision's LiDAR is better)
At the same value: 10 Billion / 152 Million = $66
I consider the near eye display to be worth MORE than the LiDAR -- it certainly I think will be at least as widely used. Now that we have a value for LiDAR, I'm significantly adjusting my guess on NED -- I'm keeping my guess simple.
Market Fear Of Missing Out (FOMO) is likely more important than fundamentals... And the fundamentals here are REALLY good.
Give it a comparable valuation:
$66 + $66 = $132
Review previous Value Posts
Value LiDAR
Wednesday, July 22, 2020
Value Question: Lidar
Thanks Snowboard for the assist!
As always, I show my work... (and I believe the exercise involved in finding a method is more important than the result.) This is all my own work, this is an exercise, Im not giving any investing advice, do you own homework, (etc.)
Coming up with a concrete number here is very difficult. There is little if any price/value history on LiDAR, and much of what is there is from experimental usage.
This is probably the most valuable part of the company -- The CEO is there because of LiDAR.
Coming up with any numbers here is difficult. Lots of guesswork (I'm admitting it, the best we can get is a SWAG.)
A few assorted facts:
A few main areas of likely use: (There are more, like SLAM, scanning and 3D printing... )
This could be huge....
...but after wrestling with this off and on for days, I really can't come up with a defensible guess on it.
The potential is enormous though. You could, for example build a new home that has no wall switches at all, and have anything you want controlled by gesture. (Turn on the lights, raise or lower the blinds, adjust the temperature, etc.) With one sensor and one wire instead of multiple switches and needing to get up to do it.
I could come up with something, but the SWAG would emphasize the wild-ass part of it. After already exerting considerable effort in this direction, I've determined that further effort will not result in a good and measurable estimate of a future reality.
No Guess
I've seen MVIS's LiDAR in action at a shareholder meeting. It can recognize people. This has been described on MicroVision's conference calls, and has been described with significant additional safety and convenience features.
Would a MicroVision LiDAR improve a Home Security system setup? Would it improve the services one of those companies can provide?
I'm a definitive yes on this.
I'll assume that 25% would like and pay for the capabilities, and they could perhaps add 25% of subscriptions. (Identifying people in the home would be huge, along with other benefits.) At an approximate $75/month additional to another subscription with 1/3 of that credited directly to the ability of the MicroVision tech. (Still a SWAG, remember.)
If yes, 25 * 5,000,000 = 125Million per month. = 1.5 Billion per year. Over a 5 year window you could run that out to 7.5 Billion ($53/share)
Like Beats, selling the subscription is the money center.
Will your car insurance rate change with ADAS
If you're using a self-driving car and it crashes, who's fault will that be? -- the company that programmed it and designed the system. (They'll obviously put a self-testing system in place -- and it won't move unless their system is working... or you'll have to disconnect it and take responsibility yourself.)
Car insurance premiums could drop by as much as $25 billion, or 12.5% of the total market, by 2035 thanks to the rollout of autonomous vehicles, consulting firm Accenture noted in its report.
Accenture calls it an $81 Billion opportunity. (If you give MVIS a 5% share of that number is $4 Billion or $28/share)
Government requirement. (Something small, cheap easy to install, high resolution is a GOOD thing to have in this market.)
What is the value of a self driving vehicle.
What is the value of a vehicle that is mostly ding-and dent proof?
This could have enormous impact in tool and die, manufacturing, etc, but it's very difficult to put a number to it. (Just making sure your tool doesn't crash into something it shouldn't this could be big.
Could heavy equipment scan the area for fragile items and LiDAR in concert with onboard software ensure that this equipment doesn't move anything it shouldn't? Probably yes, probably would save a lot. (Could a crane operator, for example move loads MUCH faster with much more confidence?)
No history --- no guess... but someone out there has a value for this..
No guess.... this is another one of those items that could be a very big market, or very small... no way to know yet.
Included because it's interesting -- and because it provides understandings of important limitations.
The laser in a lidar must be class 1 (brighter could still damage eyes, even though the light can't be seen)
Range and resolution are limited by the speed of light.
I produced the spreadsheet below after listening to a bunch of engineers at a STM conference argue about LiDAR range. They spent some time arguing that the speed of light was a limiting factor. Since it's the fastest thing, I did this to understand that argument.
For each pixel of resolution, the light must leave the device, bounce off the object at the end, and return to the source.
As always, I show my work... (and I believe the exercise involved in finding a method is more important than the result.) This is all my own work, this is an exercise, Im not giving any investing advice, do you own homework, (etc.)
Coming up with a concrete number here is very difficult. There is little if any price/value history on LiDAR, and much of what is there is from experimental usage.
This is probably the most valuable part of the company -- The CEO is there because of LiDAR.
Coming up with any numbers here is difficult. Lots of guesswork (I'm admitting it, the best we can get is a SWAG.)
A few assorted facts:
- All LiDAR will be using class 1 lasers. (Even though you can't see infrared laser light, stronger than class one could still damage eyes, and there is no blink reflex for infrared light.)
- MicroVision's target is 20,000,000 points per second, that's a lot of points. You can count hairs on people with that.
- The significant limiting factor on range is the Speed of light. (see chart below)
A few main areas of likely use: (There are more, like SLAM, scanning and 3D printing... )
- Gesture Control
- Security
- Adas
This could be huge....
...but after wrestling with this off and on for days, I really can't come up with a defensible guess on it.
The potential is enormous though. You could, for example build a new home that has no wall switches at all, and have anything you want controlled by gesture. (Turn on the lights, raise or lower the blinds, adjust the temperature, etc.) With one sensor and one wire instead of multiple switches and needing to get up to do it.
I could come up with something, but the SWAG would emphasize the wild-ass part of it. After already exerting considerable effort in this direction, I've determined that further effort will not result in a good and measurable estimate of a future reality.
No Guess
Security
Subscriptions + Hardware.I've seen MVIS's LiDAR in action at a shareholder meeting. It can recognize people. This has been described on MicroVision's conference calls, and has been described with significant additional safety and convenience features.
- This could identify individual people
- Can distinguish between pets and people (or YOUR pet and the neighbors pet)
- Can distinguish between normal behaviors and strange things that could be of concern
- Could save face-scans of intruders and allow intruders to be identified later
Would a MicroVision LiDAR improve a Home Security system setup? Would it improve the services one of those companies can provide?
I'm a definitive yes on this.
I'll assume that 25% would like and pay for the capabilities, and they could perhaps add 25% of subscriptions. (Identifying people in the home would be huge, along with other benefits.) At an approximate $75/month additional to another subscription with 1/3 of that credited directly to the ability of the MicroVision tech. (Still a SWAG, remember.)
If yes, 25 * 5,000,000 = 125Million per month. = 1.5 Billion per year. Over a 5 year window you could run that out to 7.5 Billion ($53/share)
Like Beats, selling the subscription is the money center.
ADAS
What is the value of preventing accidents? It's huge in the amount saved in damage and life.Will your car insurance rate change with ADAS
If you're using a self-driving car and it crashes, who's fault will that be? -- the company that programmed it and designed the system. (They'll obviously put a self-testing system in place -- and it won't move unless their system is working... or you'll have to disconnect it and take responsibility yourself.)
Car insurance premiums could drop by as much as $25 billion, or 12.5% of the total market, by 2035 thanks to the rollout of autonomous vehicles, consulting firm Accenture noted in its report.
Accenture calls it an $81 Billion opportunity. (If you give MVIS a 5% share of that number is $4 Billion or $28/share)
Government requirement. (Something small, cheap easy to install, high resolution is a GOOD thing to have in this market.)
What is the value of a self driving vehicle.
What is the value of a vehicle that is mostly ding-and dent proof?
American Family Insurance: Discounts for:
Forward Collision Warning
This car safety feature tracks a vehicle’s speed and compares it to the vehicle ahead. If the distance is closing too quickly, the system warns the driver to slow down through a visual alert, audible warning, or combination of the two. This warning gives drivers time to brake and avoid a collision.
Automatic Emergency Braking
If the driver doesn’t respond to the forward collision warning, some vehicles also have automatic emergency braking. This car safety feature automatically applies the brakes to slow or even stop the vehicle. Depending on your speed, automatic emergency braking can reduce the severity of a crash or even prevent it completely.
(AT Consumer Reports)
Lane Departure Warning and Lane Keep Assist
The lane departure warning system uses cameras to see road markings. If a driver drifts out of the lane without signaling, then this feature issues an audible or visual warning so the driver can steer the car back into its lane. Some systems also vibrate the driver’s seat or steering wheel to get the driver’s attention. Working along with lane departure warning on some cars is lane keep assist. This will gently nudge the steering wheel in the correct direction to help the driver stay in his lane.
Blind Spot Detection and Rear Cross Traffic Alert
When there’s a vehicle in the blind spot, this car safety feature alerts the driver with an audible or visual warning. Some systems issue a warning only if a car is in your blind spot when you use your turn signal while other systems activate a visual alert any time a car is in the blind spot, even if you’re not signaling to turn. Rear cross traffic alert is another system to help you see what you might miss. When the car is in reverse, it monitors traffic about to drive behind the vehicle and warns the driver of any oncoming cars.
SLAM Simultaneous Localization and Mapping
When robot's start moving among us, this will be very important.This could have enormous impact in tool and die, manufacturing, etc, but it's very difficult to put a number to it. (Just making sure your tool doesn't crash into something it shouldn't this could be big.
Could heavy equipment scan the area for fragile items and LiDAR in concert with onboard software ensure that this equipment doesn't move anything it shouldn't? Probably yes, probably would save a lot. (Could a crane operator, for example move loads MUCH faster with much more confidence?)
No history --- no guess... but someone out there has a value for this..
Scanning / 3D printing
No guess.... this is another one of those items that could be a very big market, or very small... no way to know yet.
No guess. (There is value for this too.)
The RANGE AND RESOLUTION CHART
Included because it's interesting -- and because it provides understandings of important limitations.
The laser in a lidar must be class 1 (brighter could still damage eyes, even though the light can't be seen)
Range and resolution are limited by the speed of light.
I produced the spreadsheet below after listening to a bunch of engineers at a STM conference argue about LiDAR range. They spent some time arguing that the speed of light was a limiting factor. Since it's the fastest thing, I did this to understand that argument.
For each pixel of resolution, the light must leave the device, bounce off the object at the end, and return to the source.
Friday, July 10, 2020
The Beats Exercise
Beats sold to Apple for 3.2 Billion. Why?
This was a mysterious acquisition when it happened. Not too difficult to make a new kind of headset, but that was what everyone saw when they purchased it.
Why did Apple buy Beats?
Apple's Beats Acquisition has already paid off
It was not for the hardware, but for the number of subscriptions it could sell.
So, you need to ask yourself, how many paying subscriptions could MicroVision's technology enable?
Microsoft office is a subscription.
In the world of AR there will likely be subscription services for education, games, business applications, or additional fees just to have AR service.
Interactive projection(or display only) could improve the appeal media subscriptions significantly.
Can they sell in a few years 20 million subscriptions? There's your 3.8 Billion. ($27/share)
Secret History of Beats
This was a mysterious acquisition when it happened. Not too difficult to make a new kind of headset, but that was what everyone saw when they purchased it.
Why did Apple buy Beats?
Apple's Beats Acquisition has already paid off
Indeed, Apple Music would launch in June 2015, and amass 10 million subscribers by January 2016 -- 20 million paid users that December. Less than two years later, and after some redesigns, it would double its tally to 40 million. Sure, the company hasn't caught Spotify globally, and it may never be able to. But in the US, Apple reportedly has more paying users than its biggest rival.The reason for the price wasn't obvious --- but it was there.
It was not for the hardware, but for the number of subscriptions it could sell.
So, you need to ask yourself, how many paying subscriptions could MicroVision's technology enable?
Microsoft office is a subscription.
In the world of AR there will likely be subscription services for education, games, business applications, or additional fees just to have AR service.
Interactive projection(or display only) could improve the appeal media subscriptions significantly.
Can they sell in a few years 20 million subscriptions? There's your 3.8 Billion. ($27/share)
Secret History of Beats
“By 2013, Beats Electronics was a distressed business by any standard,” said the late PrivCo chief Sam Hamadeh. “The company was in a corner until Carlyle stepped in.”It seems pretty clear to me that it was purchased for getting subscriptions to increase. If it already paid off for the increase from doubling the number of paid users from 20 million to 40 million --- you have to ask yourself can the results from MicroVision's Near Eye Display OR their Interactive Display result in 20 million paid subscriptions? (I believe the answer is clearly yes it can -- significantly more than that.) so those 20 million paid subscribers are worth
The Carlyle investment also gave Beats the funds it needed to keep expanding. That was especially important given the focus on its new streaming service. Beats Music celebrated its official launch in January 2014 with a concert at the Belasco Theater in Los Angeles, fronted by Dre, Diddy, Eminem, Nas, and Ice Cube. Inside, superstars from Drake to Pink mingled with label chiefs and talent agency executives at the oversubscribed show.
There were no reports of Apple executives in the crowd, but the computer giant was clearly watching. On May 8, the Financial Times reported that Apple had agreed to purchase Beats for $3.2 billion; that night, the grainy YouTube video of Dr. Dre’s impromptu celebration lit up the Internet.
******three weeks later, though, the deal went through—for a final price of $3 billion. “No traditional valuation measure applied to Beats as a business justifies the price,”
Tuesday, May 12, 2020
Microsoft Acquiring Microvision?
The Rumor mill has been very active lately, I'll hold onto my doubts about any announcement of an acquisition today, but there may be an a confirmation that the tech is used by Microsoft in Hololens.
If you've been following closely for the last year, there is little doubt that Microvision's near-eye display is the display for hololens.
MSPowerUser
MicroVision is a leader in ultra-miniature sensing and projection solution based on the laser beam scanning methodology. MicroVision has a substantial portfolio of patents relating to laser beam scanning projection and sensing. For example, MicroVision’s MEMS engine can be found inside Microsoft Hololens 2.
Today, Florida Independent reported that Microsoft is acquiring MicroVision and the news may be officially announced on May 12th. More than the current product portfolio, MicroVision’s IP will be a great asset for Microsoft. Also, MicroVision is already in talks with several car manufacturers for providing sensor technologies for autonomous vehicles. MicroVision’s relationship with car manufacturers may also help Microsoft to push its Azure cloud in the automotive industry.
If you've been following closely for the last year, there is little doubt that Microvision's near-eye display is the display for hololens.
MSPowerUser
MicroVision is a leader in ultra-miniature sensing and projection solution based on the laser beam scanning methodology. MicroVision has a substantial portfolio of patents relating to laser beam scanning projection and sensing. For example, MicroVision’s MEMS engine can be found inside Microsoft Hololens 2.
Today, Florida Independent reported that Microsoft is acquiring MicroVision and the news may be officially announced on May 12th. More than the current product portfolio, MicroVision’s IP will be a great asset for Microsoft. Also, MicroVision is already in talks with several car manufacturers for providing sensor technologies for autonomous vehicles. MicroVision’s relationship with car manufacturers may also help Microsoft to push its Azure cloud in the automotive industry.
Tuesday, January 7, 2020
Interesting new Video from Microvision
Very interesting how they have improved projection by recognizing what not to project onto.
No reflections, and different surfaces... cool stuff.
The ability to not project on shiny things may have been a requirement for the market.
No reflections, and different surfaces... cool stuff.
The ability to not project on shiny things may have been a requirement for the market.
Thursday, January 2, 2020
Amazon Breadcrumb
I've been fairly confident that Amazon is on board for some time.
Part of the story has been relayed here before.. I still won't name names, but I will say Amazon now.... (A Story That Can Now Be Told)
This is some new Sleuthing that's pretty good, how much weight you might give permissions, etc. (are they dropping a hint? I don't know.)
I know the reaction from an Amazon engineer when asking about an interactive display told me all I really needed to know.
I've also asked enough people who sell this thing that the addition of the screen is the number one requirement for the second speaker purchased.
Thank you Walt!
Microvision has a new Data Sheet
The Poached Salmon Platter seems pretty innocuous...
But it is the exact listing from The Whole Foods (wholly owned by Amazon) from Bellevue Washington... right down the street from MVIS HQ...
Tuesday, November 12, 2019
Race to Replace Smart Phones
Got the heads up on this from a couple of different sources last night and this morning.
This is where we are.
Given that Microsoft is shipping... it will be happening sooner than CNBC thinks.
CNBC
Fox News
The video is from Fox news.... I've had trouble getting it to play.
****
****
Most of the biggest names in Big Tech are racing to create smart glasses that we wear everywhere and that may replace our phones.
Microsoft, Amazon, Google, Snap, Facebook Apple, Magic Leap and others are all working on some form of smart glasses or headset that will change how we view the world around us. Instead of pulling a phone out of our pockets to talk to people or interact with apps, we may do these things simply by speaking to, and looking through, a set of glasses.
There’s a race to be the first to make a set of glasses that everyone will wear, which means they have to be fashionable and sleek enough to wear all day and everywhere you go. Advocates of the technology hope that you’ll one day be able to replace every screen in your life with just one pair of smart glasses.
This is where we are.
Given that Microsoft is shipping... it will be happening sooner than CNBC thinks.
CNBC
Fox News
The video is from Fox news.... I've had trouble getting it to play.
****
****
Most of the biggest names in Big Tech are racing to create smart glasses that we wear everywhere and that may replace our phones.
Microsoft, Amazon, Google, Snap, Facebook Apple, Magic Leap and others are all working on some form of smart glasses or headset that will change how we view the world around us. Instead of pulling a phone out of our pockets to talk to people or interact with apps, we may do these things simply by speaking to, and looking through, a set of glasses.
There’s a race to be the first to make a set of glasses that everyone will wear, which means they have to be fashionable and sleek enough to wear all day and everywhere you go. Advocates of the technology hope that you’ll one day be able to replace every screen in your life with just one pair of smart glasses.
Friday, November 8, 2019
Connecting Conference Call Dots...
By Ronald Stauber
Our activities related to our Interactive Display solutions resulted in a major step forward during the past few months as customer due diligence work has now led to negotiations for a component purchase agreement that we aim to complete this quarter* for a targeted launch of our Interactive Display module in 2020.
"...we
aim to complete" seems to imply that terms have been agreed to and the
ball is in MicroVision's court with the contract
sitting on PM's desk waiting for him to sign and reveal at an opportune
moment. I believe that he has learned his lesson of prematurely
announcing expectations from the delay caused by Tier-1s requesting the
switch to Class 1 laser light engines.
"These engagements over the past few quarters continue to reinforce our belief that MicroVision has the potential with our Interactive Display product to sell 1 to 3 million units during the first 12 to 24 months of production.
If 3 million units = $100 million in revenue, then we can estimate our expected revenue to be in the area of $33 per unit.
We believe that this capability expands the potential market for our Interactive Display products to include personal mobile gaming devices. With a larger potential market, we believe that we have increased the opportunity for our Interactive Display product to sell well in excess of 10 million units to multiple customers.
So 10 million additional Interactive Display units
sold for mobile gaming should lead to revenues of about $330 million with margins increasing due to economies of scale!
I believe that the TAM will be much greater, but let us err on the conservative side.
I think that is pretty exciting!
I agree, Mr. Mulligan!
Leveraging our years of Laser Beam Scanning experience and our demonstrated capabilities in LiDAR, the Automotive LiDAR vertical is a natural fit for MicroVision. That said, we needed to develop critical additional capabilities to meet some of the performance requirements in this space. With new IP for these innovations recently filed we believe we have the right solution at the right time. Early in 2019 we engaged several top tier Automotive OEMs and presented an outline of our first product to market. This product would be intended to support up to ADAS Level 3 autonomy.
So
MicroVision has been working on this vertical for some time in silence
and has filed for patents on new IP, and in early
2019 engaged with several top tier Automotive OEMs. Sounds like NRE
opportunities exist along the lines of the April 2017 contract with
Microsoft and revenues from this could result. Now which Automotive OEMs
were heavily committing to Microsoft HoloLens2?
Toyota was one, IIRC.
So we could be looking at MicroVision revenues over $400 million, not counting HoloLens2 and other AR/MR contributions or
Display Only or Consumer LiDAR, in the next few years from a public company selling for $0.75 per share currently.
And now it's all public information if you know how to read between the lines.
Wednesday, October 16, 2019
Tetra Pack
https://www.tahawultech.com/magazines/tetrapak-on-delivering-smart-factory/
This is an interesting something I haven't seen anywhere else before. It might be the truth or a significant error. (they're not uncommon in tech press, so I don't give this a lot of weight, but it's something to look at.... certainly, Microsoft has manufacturing partners.)
We’re using new technologies for predictive maintenance and remote support through wearable technology, such as HoloLens – this takes away the necessity of being reliant on a specific skillset in each and every market. In turn producers have less downtime and save resources. We have set this up in 56 customers’ sites already. This is growing and depending on what service agreement we have with our customers, there’s more or less interaction between the local workforce and the global support system.
This is an interesting something I haven't seen anywhere else before. It might be the truth or a significant error. (they're not uncommon in tech press, so I don't give this a lot of weight, but it's something to look at.... certainly, Microsoft has manufacturing partners.)
HoloLens is simply wearable technology – field engineers can wear the glasses and connect to a remote specialist, who might be sitting in Germany, Italy or any of our main production centres. It allows remote interactive support between the two. While the technology is Microsoft’s, the actual hardware is provided by Siemens.
Saturday, October 5, 2019
Friday, September 6, 2019
Better than Us
Watch at least a couple of episodes on Netflix.
Not only is it a good show, but they like some familiar technology in this science fiction crime show.
Better than Us
Thx A!
Not only is it a good show, but they like some familiar technology in this science fiction crime show.
Better than Us
Thx A!
Thursday, August 29, 2019
On Sale in September
Last week I stopped by the Microsoft campus, and visited the Microsoft store there. I asked if I could see a Hololens 2.
I did see one, but it was on the head of an employee who was "gathering data." He raved about it but didn't let me try it on.
The folks at the store there said that their Hololens 2 was overdue. They expected it a couple of weeks ago and still haven't seen it. So they're on the "any day now" plan.
When it shows up I'll head down to check it out in person.
SHANGHAI (Reuters) - Microsoft Corp’s second generation HoloLens augmented reality headset will go on sale in September, the company’s executive vice president Harry Shum said on Thursday.
Shum made the comment in a speech at the World Artificial Intelligence Conference in Shanghai.
Display first...
In the strictest sense, it's still speculative that Microvision's tech is in Hololens. (But there is enough evidence that I'm all in) This contract when mentioned, Microvision stated that once development was complete, Microvision could sell the results to whoever they wanted to.
I think the enterprise focus of Microsoft made things happen a bit more slowly, but a lot better. I think consumer versions will be close behind.
Reuters
The Verge
When it shows up I'll head down to check it out in person.
SHANGHAI (Reuters) - Microsoft Corp’s second generation HoloLens augmented reality headset will go on sale in September, the company’s executive vice president Harry Shum said on Thursday.
Shum made the comment in a speech at the World Artificial Intelligence Conference in Shanghai.
Display first...
In the strictest sense, it's still speculative that Microvision's tech is in Hololens. (But there is enough evidence that I'm all in) This contract when mentioned, Microvision stated that once development was complete, Microvision could sell the results to whoever they wanted to.
I think the enterprise focus of Microsoft made things happen a bit more slowly, but a lot better. I think consumer versions will be close behind.
Reuters
The Verge
Monday, August 26, 2019
Tuesday, August 13, 2019
Hololens Partner Videos
The partners they highlighted on their new page. Videos from them. (couldn't find a good one from Medvis)
The Page
CAE Healthcare
Pearson
Siemens Truck Maintenance
Bosch
Upskill
Phillips
The Page
CAE Healthcare
Pearson
Siemens Truck Maintenance
Bosch
Upskill
Phillips
Saturday, August 10, 2019
FCC: 5G is safe.
There are many people concerned about this, but for now, the FCC has determined it to be safe.
This may have been part of the later than expected Hololens news (recent approval from FCC)
5G would be beneficial to MVIS -- delivery of more data, at faster rates will make delivery of video and Augmented Reality Date much more efficient -- and likely cheaper over time.
tech.co/news
FCC Link
PDF of FCC Statement
The Federal Communications Commission has officially announced this week that 5G and the radio waves that come with it — while draped in controversy — are indeed safe for everyday use.
5G networks have only just begun hitting the market for smartphone users, and the buzz is substantial. With reported speeds as high as 1.1 Gbps, everyday users and industry experts are drooling at the potential uses for this blazing fast network. Plus, with Apple finally getting in on the action, 5G will soon become the standard for all devices.
However, many have worried that the higher frequency radio waves used for 5G could have negative health effects on citizens around the world. Luckily, according to the FCC, there's nothing to worry about.
What Did the FCC Say?
In a statement released earlier this week, the FCC outlined their plan to maintain current radio frequency exposure standards, which stated pretty matter-of-factly that 5G is not only safe, but that the regulations in place to protect you are also pretty strict.
This may have been part of the later than expected Hololens news (recent approval from FCC)
5G would be beneficial to MVIS -- delivery of more data, at faster rates will make delivery of video and Augmented Reality Date much more efficient -- and likely cheaper over time.
tech.co/news
FCC Link
PDF of FCC Statement
The Federal Communications Commission has officially announced this week that 5G and the radio waves that come with it — while draped in controversy — are indeed safe for everyday use.
5G networks have only just begun hitting the market for smartphone users, and the buzz is substantial. With reported speeds as high as 1.1 Gbps, everyday users and industry experts are drooling at the potential uses for this blazing fast network. Plus, with Apple finally getting in on the action, 5G will soon become the standard for all devices.
However, many have worried that the higher frequency radio waves used for 5G could have negative health effects on citizens around the world. Luckily, according to the FCC, there's nothing to worry about.
What Did the FCC Say?
In a statement released earlier this week, the FCC outlined their plan to maintain current radio frequency exposure standards, which stated pretty matter-of-factly that 5G is not only safe, but that the regulations in place to protect you are also pretty strict.
“The FCC sets radio frequency limits in close consultation with the FDA and other health agencies. After a thorough review of the record and consultation with these agencies, we find it appropriate to maintain the existing radio frequency limits, which are among the most stringent in the world for cell phones,”
Friday, August 9, 2019
Microsoft - Samsung relationship deserves to be watched.
WindowsBlog
Smarthouse
Samsung and Microsoft will team up on a suite of new product integrations, combining their sizeable market powers against Google and Apple.
Microsoft Word recently became one of the rare Android apps not made by Google or Facebook to pass 1 billion downloads, thanks in part to the app often coming pre-installed on new phones.
Samsung plans to ship the Note 10 with Microsoft’s Your Phone app pre-installed too, which mirrors text messages and notifications onto Windows 10 PCs.
Microsoft head of mobile and cross-device experiences Shilpa Ranganathan announced this morning the app will also let users make and receive calls from their PC later this year, similar to a feature that allows Mac users to place calls from their computer through a connected iPhone.
Wednesday, July 31, 2019
A busy couple of days.
I've been hitting the brain-trust hard, getting opinions from various other people and discussing mine -- a few things that have stuck out from the last few days....
all my own (educated?) opinion....
CLASS 1
I suspect that the class 1 reversion mentioned in the CC is part of a multi-level situation -- not all of the parts are related to each other
A) The issue with China is significant. With relative rapidity a large number of countries decided that they were transferring manufacturing OUT of China. (Mentioned here) -- and this was mentioned during the ASM that some issues with China could pop up and cause problems. This certainly would have the potential of throwing all production into chaos and
This could cause significant disruptions around multiple supply chains.
C) there is some stated improvement in the projector brightness with Class 1 lasers.... (related to the April 2017 contract partner?)
There is no such thing as a projector that it's safe or comfortable to look into... I do not think that class1/class3 is a long-term impediment.
But what is most important to me is that they can get the most customers this way. (I'm going to watch for it in portable gaming... because this is easy to do in a dimly lit room and is a HUGE market.) Xbox Scarlett / Sony - Xbox Partnership
Hololens (Augmented Reality)
This has ALWAYS been a CLASS 1 Laser product!!
(allegedly and possibly, in all likelihood using Microvision's near-eye display -- Laser Mems Display.)
I visited the Microsoft Store near the University Of Washington in Seattle this week. I asked to see the Hololens 2.
They didn't have one in the store, but they connected me with someone who attended the build conference and had the "opportunity" to try it.
"Well, how was it??" I asked.
"I didn't get to try it" she replied.
"What?"
"The line was 200 people long to try it. I didn't have time -- people that had tried it absolutely raved about it." she said.
Combine that with the results from Airbus and NASA... I think Microsoft has a problem... a really good one to have. The results with this thing are so fantastic that they're not going to be able to keep up.
If you approach a company with a tool that can improve their efficiency by 10-15% reliably, they're going to be really happy. 97% better? 80% better.... that is a stunning, mind-bending improvement. I'm extremely confident that this will be a run-away success. NASA , Airbus
Given patent flow, I think the next company out the gate is Apple. (remember, Microvision can sell this to whoever they want to once the development is done)
Also tried these... not great next to Hololens, and we're pretty sure --- same field of view as an iPad mini held at arms length.
all my own (educated?) opinion....
CLASS 1
I suspect that the class 1 reversion mentioned in the CC is part of a multi-level situation -- not all of the parts are related to each other
A) The issue with China is significant. With relative rapidity a large number of countries decided that they were transferring manufacturing OUT of China. (Mentioned here) -- and this was mentioned during the ASM that some issues with China could pop up and cause problems. This certainly would have the potential of throwing all production into chaos and
This could cause significant disruptions around multiple supply chains.
- This could rearrange manufacturing priorities.
- I don't know, we don't know, probably no one knows the extent of the rearrangement that will be required because of this.
- Suddenly Foxconn's weird behavior in Wisconsin makes sense... they may have been expecting that something was up and wanted to have a foothold somewhere in the US, just in case
C) there is some stated improvement in the projector brightness with Class 1 lasers.... (related to the April 2017 contract partner?)
There is no such thing as a projector that it's safe or comfortable to look into... I do not think that class1/class3 is a long-term impediment.
But what is most important to me is that they can get the most customers this way. (I'm going to watch for it in portable gaming... because this is easy to do in a dimly lit room and is a HUGE market.) Xbox Scarlett / Sony - Xbox Partnership
Hololens (Augmented Reality)
This has ALWAYS been a CLASS 1 Laser product!!
(allegedly and possibly, in all likelihood using Microvision's near-eye display -- Laser Mems Display.)
I visited the Microsoft Store near the University Of Washington in Seattle this week. I asked to see the Hololens 2.
They didn't have one in the store, but they connected me with someone who attended the build conference and had the "opportunity" to try it.
"Well, how was it??" I asked.
"I didn't get to try it" she replied.
"What?"
"The line was 200 people long to try it. I didn't have time -- people that had tried it absolutely raved about it." she said.
Combine that with the results from Airbus and NASA... I think Microsoft has a problem... a really good one to have. The results with this thing are so fantastic that they're not going to be able to keep up.
If you approach a company with a tool that can improve their efficiency by 10-15% reliably, they're going to be really happy. 97% better? 80% better.... that is a stunning, mind-bending improvement. I'm extremely confident that this will be a run-away success. NASA , Airbus
Given patent flow, I think the next company out the gate is Apple. (remember, Microvision can sell this to whoever they want to once the development is done)
Also tried these... not great next to Hololens, and we're pretty sure --- same field of view as an iPad mini held at arms length.
Saturday, July 27, 2019
China Scrambles to stem manufacturing exodus as 50 companies leave
I had been curious that this could be an issue. During the ASM trade tensions with China was an issue mentioned and discussed.
This is one possibility of why a 1 quarter delay could be extended.
One of the many things to watch, I see it as a long-term positive, short term disruptive event.
Thanks Mike
Asia.nikkei.com
TOKYO/SHANGHAI -- China is racing to keep foreign enterprises in-country, dangling special benefits so that the advantages of staying outweigh the heavy tariffs imposed by the U.S.
A year into the trade war with Washington, more than 50 global companies, including Apple and Nintendo, have announced or are considering plans to move production out of China, Nikkei research has found.
And not just foreign companies. Chinese manufacturers, as well as those from the U.S., Japan and Taiwan, are part of the drain, including makers of personal computers, smartphones and other electronics.
This is one possibility of why a 1 quarter delay could be extended.
One of the many things to watch, I see it as a long-term positive, short term disruptive event.
Thanks Mike
Asia.nikkei.com
TOKYO/SHANGHAI -- China is racing to keep foreign enterprises in-country, dangling special benefits so that the advantages of staying outweigh the heavy tariffs imposed by the U.S.
A year into the trade war with Washington, more than 50 global companies, including Apple and Nintendo, have announced or are considering plans to move production out of China, Nikkei research has found.
And not just foreign companies. Chinese manufacturers, as well as those from the U.S., Japan and Taiwan, are part of the drain, including makers of personal computers, smartphones and other electronics.
Financial Times
Foxconn will start mass production of displays, car electronics and servers for the US market at its new plant in Wisconsin by the end of next year, Mr Liu said, and plans to invest $1.5bn and employ up to 2,000 people by the end of 2020. At the first investor conference Foxconn hosted in its 45-year history, the world’s largest electronics manufacturer and largest assembler of Apple’s iPhone presented a new management structure designed to deal with the exit of Terry Gou, its founder, from day-to-day business as he runs for president of Taiwan.
Foxconn will start mass production of displays, car electronics and servers for the US market at its new plant in Wisconsin by the end of next year, Mr Liu said, and plans to invest $1.5bn and employ up to 2,000 people by the end of 2020. At the first investor conference Foxconn hosted in its 45-year history, the world’s largest electronics manufacturer and largest assembler of Apple’s iPhone presented a new management structure designed to deal with the exit of Terry Gou, its founder, from day-to-day business as he runs for president of Taiwan.
Wednesday, July 17, 2019
Availability of Hololens 2?
Based on this (likely from a Press Release... still looking) and from Microsoft Store, I'll hazard a guess the release is soon.
They're releasing a 90 day trial version of their software with additional Hololens 2 features.
It also suggests there may be other versions of Hololens 2 available very soon. (Hololens OR Windows Mixed Reality Immersive Headset Required)
Further, it looks like it will be a wide release, with support over a wide area.
Dynamics 365 gets new Hololens 2 experience
Some changes have been brought for HoloLens 2 as well. To start off, Layout will automatically be downloaded and installed on HoloLens 2 during its start-up, with users being able to immediately access the app using their Azure Active Directory credentials. Furthermore, there is now improved localization support for Layout on the mixed reality headset, with support for the following locales becoming available:
They're releasing a 90 day trial version of their software with additional Hololens 2 features.
It also suggests there may be other versions of Hololens 2 available very soon. (Hololens OR Windows Mixed Reality Immersive Headset Required)
Further, it looks like it will be a wide release, with support over a wide area.
Dynamics 365 gets new Hololens 2 experience
Some changes have been brought for HoloLens 2 as well. To start off, Layout will automatically be downloaded and installed on HoloLens 2 during its start-up, with users being able to immediately access the app using their Azure Active Directory credentials. Furthermore, there is now improved localization support for Layout on the mixed reality headset, with support for the following locales becoming available:
- US
- Canada (English and French)
- UK
- Australia
- Germany
- France
- China
- Japan
- Taiwan (no speech support)
- Hong Kong (no speech support)
Microsoft recently announced new integrations for Dynamics 365 ahead of its ongoing Inspire 2019 partner's conference. If you do not currently own Layout, you can download it here from the Microsoft Store for a free 90-day trial.
Upon download, users will have access to Layout free of charge for 90 days. After the 90 day trial period, a paid Dynamics 365 Layout license is required.
Important note: Microsoft HoloLens or Windows Mixed Reality immersive headset are required to use Layout for more information on how to purchase layout, contact a Microsoft representative
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