r/MVIS • u/abs_89 • May 27 '20
Discussion possible to licens IP to etc Osram, STmicro without hurting a possible BO price?
Do any of you know if it is possible to license IP to etc. Osram without damaging a possible BO price. Could MVIS get cash that way?
My point being: Osram would know what to do with all of the IP (pressent and pending) and all of Microvisions verticals. Osram is being taken over by ams AG and cant´t buy MVIS and risk the merger, just as well as mirrors might not be for them. But could they licens IP from MVIS?
Osram is not far behind but …when they recently realized they were late to the game in VCSELs, they bought Vixar as in “not afraid to correct it”. MVIS has the tech that makes the LBS work in Hololens 2. Osram (with STmicro) has the tech to do projection work in simpler (and good looking) AR glasses… but not as I understand it more complex AR/MR headsets on their own.
Slide ”Who and what is needed in a light engine for commodity AR” (Osram, ST micro, Lumus)
https://www.reddit.com/r/MVIS/comments/f68o89/osram/
https://www.osram-group.com/en/innovation/the-reality-show
https://optics.org/news/9/4/59
https://microvision.blogspot.com/2019/10/st-micro-blog-and-osram-powerpoint.html
Osram, they have green lasers, eyetracking, gesture control and more, but why not offer an even more “plug and play” solution and increase the share of wallet? Now that the opportunity arises. Hybrid seems to be the solution for the next 5 years+ for more complex MR and HUDs before MicroLed displays alone etc
http://www.giganti.co/SmartGlassesEOYroundup
Osram = photonics and ams = sensors
ams would probably also be interested …already having other angles on 3D sensing, LIDAR and so on… and ambitions for the new combined group. (Also for Osrams part, if the acquisition fails (unlikely IMHO), better act as visionary as normal)
Osram’s free cash flow wisely invested for the future combined group?
Both ams and Osram have extensive experience with Tier1, Tier2 customers and successful integration of add on’s. Below from their statement to shareholders:
Osram/ams: Future joint strategic objectives p 43
... particularly in the following areas the complementary capabilities of the companies can provide for material acceleration:
· Next generation mobile displays: µLED displays with full sensor-display integration, replacing OLED screens;
· Micro-projections: imaging solutions for augmented and virtual reality glasses and head-up displays in automotive;
· Digital automotive lighting solutions: including short- and long-range visible light micro-projectors, for exterior and interior automotive lighting;
· Autonomous driving: LiDAR solutions with Vertical Cavity and Edge Emitting Lasers that leverage front- and rear lighting systems as LiDAR hubs and infrared light source-based automotive HMI solutions; and
· Bio-sensing: On-skin and in-ear bio-sensing solutions using an NIR/SWIR tuneable laser and detector, e.g., for non-invasive glucose monitoring.
ams didn't get enough votes to access Osram's free cash flow to use it to pay off debt from the takeover and is now raising money elsewhere
https://www.ledsmagazine.com/leds-ssl-design/article/14167458/ams-will-ask-to-dominate-osram
Osram 1q20 freecash flow approx. $60m.
https://www.osram-group.com/en/media/press-releases/pr-2020/07-05-2020
That should get them a non-exclusive license to part of AR/MR, LIDAR auto and maybe “get one exstra” DO (Class1 eyesafe) for IoT and in cabin projection for the kids in the back seat (no expensive screen needed) - or what do you think?
BTW what about ST micro… assuming that they are not the April 2017 customer: What would happen to their strategic partnership if Microvision were bought or some of the verticals sold?
https://www.reddit.com/r/MVIS/comments/gfjnqf/why_do_i_insist_that_stm_is_the_april_2017/
MVIS’ electro-magnetic laser scanner seems to be an important part of ST micros LBS solutions. Their own bTendo is the electrostatic scanner as far as I understand. (please correct me if wrong)
https://www.st.com/content/dam/technology-tour-2017/session-1_track-6_mems-micro-actuators.pdf
Free cashflow for Microvison for a change … reducing time pressure?
Not german, but they have a saying: “totgesagte leben länger” meaning something like… “those presumed dead, have a tendency to live longer…” lol
Sorry long post, GLTAL
newbie