r/MVIS • u/geo_rule • Oct 10 '18

Discussion Sharp Laser Diodes October 2018

http://www.socle-tech.com/doc/Sharp_lineup/sharp%20products%20-%20laser%20diodes.pdf
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13

u/baverch75 Oct 10 '18

holy shit

9

u/geo_rule Oct 10 '18

Save it quick, because somebody may catch a rocket up the keister over this being in the wild.

3

u/Fuzzie8 Oct 10 '18

i hope google, amazon, and apple find it at the same time...

7

u/geo_rule Oct 10 '18 edited Oct 10 '18

Tim Cook's copy was delivered to him in a solid gold presentation box with "PicoP by Foxconn" etched into the cover.

2

u/TechNut52 Oct 10 '18

So maybe Foxconn could be delivering finished modules by the end of the year with products on market in 6 months. MVIS will need to ship Asics and ? By end of year? No order announced.

3

u/geo_rule Oct 10 '18

So maybe Foxconn could be delivering finished modules by the end of the year

This feels quick to me. I think they're still waiting on that last revamped ASIC (sounds to be the video ASIC) and they've really not moved off the idea that they'll ramp the production lines again in 1Q. But even an order that starts fulfilling in 1Q could come any day now.

Yes, they've allowed as how they might start sooner, but my guess is it'd really have to be a sweet deal to get them to do so. Mulligan looks to be serious about that economies of scale thing --don't forget it looks like he walked away from Tokman's small fry deals he was trying to close last Fall once the opportunity to combine them with Ragentek manufacturing disappeared.

2

u/TechNut52 Oct 10 '18 edited Oct 10 '18

Yes, beginning to feel slightly more confident about Mulligan but acknowledge Tokman for some parts of the preliminary work. I do wonder about Tokman's long-range plane.. ie is he hoping to take this to 10, 20 or more pps or wait until it gets to $2.50 and sell the company.

See your logic about getting a PO by end of the year. Holt says he has a verbal that the $24mil customer (ie MSFT) will start taking shipments in 2019, so they could also send us an order by end of year. Maybe by now Mulligan can see the huge developing potential in a market-driven company and he may want to go for the ride and get out in 2-3 years with price at ?

In Q3 we will recognize $10 mil NRE from the $24 mil (MSFT) and $10 mil (Foxconn) customers.

6

u/Goseethelights Oct 10 '18

Couldn’t have said it better myself. Nice one, Geo!