Friday, August 18, 2017

This was never classified, why did Taunton not know this? It's in the Public Record.

B. Accomplishments/Planned Programs ($ in Millions) FY 2015 FY 2016 FY 2017 Organic Light Emitting Diode (OLED) Microdisplays - Phase II (FY 2016-2017): Establish manufacturing capability for producing an ultra-high resolution, high brightness, high contrast, full color microdisplay at a low unit cost. Mature and combine manufacturing processes: Silicon on Insulator (SOI) and Direct Patterning technologies to enable a 5X improvement in yield and 5X longer lifetime of displays, reducing life cycle costs. $$221.7M savings for aviation and Enhanced Visual Acuity (EVA) goggles (27,700 displays between 2017-2032) x $8K/unit savings). Applications include F-35 Heads-up Helmet Mounted Display System, Apache, EVA, F-18, F-15, F-16, affordable color/monochrome displays with high brightness and high contrast to enable Warfighter to fully use sensors and cuing/augmented reality hardware.

HoloLens display supplier says “don’t expect anything major” in next two years

The earnings call (Himax) could reflect Microsoft’s desire to be patient for better technology rather than rushing the end product of the HoloLens. Although, if rumors are still to be believed, Apple could be throwing their own device into the ring and heat up the competition.

Who approved Javelin to Qatar? Trump? Tillerson? He accused them of funding terrorism. They transshipped Javelin to ISIS and Qatar can buy some more. eMagin display in the CLU.

VR Roller coaster, nausea, quick drops, I get it, I'm on it...

Thursday, August 17, 2017

We all hope the "Near Future" is Near...Radeon™ RX Vega: Future-Proofed for VR

It's been common knowledge for 3 years at least

Amal Ghosh, eMagin's SVP for R&D stated that "upon the completion of the program, eMagin will the produce full color OLED microdisplays that will have brightness in excess of 10,000 cd/m2 (3,000 fl) or “nits” with a contrast of at least 10,000:1 and resolutions higher than 1920x1200 pixels. In addition, a highly improved backplane technology will be developed under this program. This advanced backplane will enable significant performance improvements in the OLED device including more than 30% reduction in power consumption compared to the existing backplane technology.”

Now how did the guys over there in LCDville not know this was happening?, Mantech (DMS&T) does not put classified up on their site. Page 22. Also, Sculley said F-35, SVIT, why not Apache?

The Challenge: Current fielded full color microdisplays cannot simultaneously achieve high contrast and high brightness to clearly display see-through imagery required for high ambient conditions without obscuring the scene. Fielded Organic Light Emitting Diodes (OLEDs) can achieve this for monochrome, but refinements to the manufacturing process, are necessary to improve manufacturing efficiency and luminance critical for military applications. Additionally, all silicon backplanes for OLED microdisplays are currently manufactured off-shore.

ManTech Response: • Army RDECOM and the OSD Defense-wide Manufacturing Science and Technology office partnered to establish an on-shore advanced backplane manufacturing process for silicon backplanes ready for OLED deposition • Manufactured fully functional high brightness OLED microdisplays on on-shore wafers • Built the first high resolution, direct patterning OLED deposition tool and integrated it into the primary OLED manufacturing production system • Manufactured fully functional full color high brightness OLED microdisplays using the new deposition tool, demonstrating significant improvements in luminance and efficiency • DMS&T investment of $4.95M

Impact: • Established capability of on-shore foundry for advanced backplane wafers for OLED deposition • Increased luminance of manufactured microdisplays by >10X to >1,300-fL • Increased efficiency of manufactured microdisplays by >14X to 7 cd/A • Integrating early prototypes into High Definition Aviation Digital Display (HiDADD) Apache vision system upgrade tech demo (FY16), F-35 visor (FY16), and Soldier Visual Interface Technology (SVIT) tech demo (FY17)

Helicopter HMD Solutions 2017

Wednesday, August 16, 2017

AR in Sports and Beyond: A Conversation With Everysight

Ready for Godzilla when he attacks Sim City,Stupid...Police/Military VR Training Simulation at Siggraph 2017

SIGGRAPH 2017 - Emerging Technologies: Headset Removal for Virtual and M...

Who needs Google we can make our own!

Who's up for another Microdisplay Market Projection!? Here it is anyway...BTW who is the new player Olightek/Kopin? Olightek does not sell displays by the box on Alibaba anymore, moving up in the world.."Market for OLED technology expected to grow at a high CAGR between 2017 and 2023

ok sit this one out

  • MW
    2 days ago
    AWM investment company inc 13 F filing as of June 30 holds 3,261,000 shares of eMagin.

This assertion is in dispute so hell if I know, never heard of gurufocus...AWM Investment Company, Inc. Buys Adesto Technologies Corp, eMagin Corp, Identiv Inc, Sells CEVA Inc, Kopin Corp, Aqua Metals Inc

Let's see, this a an F-35C bound for the Queen Elizabeth, therefore soon to have eMagin Inside the Helmet Re-Design RC is working on...

Tuesday, August 15, 2017


These are the top 5 holdings of AWM Investment Company, Inc.
  1. CEVA Inc (CEVA) - 876,931 shares, 7.91% of the total portfolio. Shares reduced by 61.03%
  2. Sequans Communications SA (SQNS) - 7,727,240 shares, 5.08% of the total portfolio. Shares reduced by 47.22%
  3. Kopin Corp (KOPN) - 6,675,282 shares, 4.92% of the total portfolio. Shares reduced by 49.44%
  4. Impinj Inc (PI) - 487,024 shares, 4.71% of the total portfolio. Shares reduced by 50.26%
  5. LivePerson Inc (LPSN) - 2,013,578 shares, 4.4% of the total portfolio. Shares reduced by 50%

New Purchase: eMagin Corp (EMAN)
AWM Investment Company, Inc. initiated holdings in eMagin Corp. The purchase prices were between $2.3 and $2.8, with an estimated average price of $2.46. The stock is now traded at around $2.20. The impact to the portfolio due to this purchase was 1.59%. The holdings were 3,261,000 shares as of 2017-06-30.

I think this is under 250 words Brendan,$EMAN is one of his Lotto Tix

eMagin (EMAN), $2.30 pps, $80m cap, 10x+ upside. Key facts:
  • EMAN makes HD quality displays the size of quarters.
  • Their architecture is OLED which allows many fundamental probably insurmountable benefits over incumbent techs like LCD and LCoS.
  • The displays are great but expensive. EMAN's $20-25m sales run-rate consists of a few tens of thousands of displays, priced at several hundred dollars apiece, mostly to military OEM's for portable optical devices like night vision goggles and weapon's sights.
  • Consumer and industrial AR/VR are probably getting ready to go, and millions of units per year are plausible in the medium-term. EMAN says if it wins a few low mix high volume deals they can dramatically drive down costs and win share. Further, they say that for many applications non-OLED options aren't good enough.
  • OLED is an extremely hard tech to master, very low yields, which makes EMAN's two decades of expertise all the more valuable. Makes competitive entry in the micro format - which pixels are packed super densely - all the more difficult.
  • The combo of massive potential market growth, micro OLED leadership, difficulty of entry, and insufficient performance from competitive display techs makes EMAN an obvious lotto ticket.

Friday, August 11, 2017

Too good to pass up, eMagin in a nutshell. Thanks for posting MW (despite the fog, as it is very foggy fog, not as bad as Green Glow, like that turn of phrase "militaresque precision")

From rodman report (Kevin Dede ). "Development-related and end-product sales timing remains uncertain, cloaked by a combination of customer secrecy mandates and little transparency into development timelines. We, however, remain stalwart bulls on this name despite the fog for a number of reasons 1) OLED screens brightness and clarity deliver to the highest visual standards; 2) no other company we know has developed to both these brightness and color specifications; 3) eMagins displays have powered numerous military hardware applications demanding militaresque precision and operational excellence over the years; 4) there are many projects in the works with familiar and easily identified household names, which if nothing else, suggests eMagin has something of value, and given the size of the addressable consumer market in VR and AR, product sales volumes could be tremendous.

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