Dec 8, 2010

Will Microvision receive the order from Apple Inc?

The answer is of course "yes", here are the reasons :
(1) The superior features of PicoP tells the story. See my earlier article.
(Link: http://pico-projector-fans.blogspot.com/2010/12/why-apple-will-be-using-microvisions.html )

(2) In 03/2010, Microvision recruited Mr. O’Sullivan as VP of global operation.He is a consumer electronics industry veteran with executive management experience at Apple Computer and InFocus. At Apple, Mr. O’Sullivan spent 15 years in operations and supply chain management,  including Vice President of Operations where he was instrumental in building a global operations  infrastructure in Asia. In addition, he developed Apple’s International Procurement Organization strategy,  building a structure in Japan, Taiwan, Hong Kong, China, Singapore and Europe. He reengineered Apple’s supplier management organization in Ireland to include supplier quality and integration into the Global Supplier Management group. Recently, Mr. O’Sullivan served as Chief Operating Officer of InFocus, where he built a world class global operations function in Singapore which reduced product cost and  operating expenses.
(Link : http://google.brand.edgar-online.com/EFX_dll/EDGARpro.dll?FetchFilingHTML1?ID=7108366&SessionID=WHiYHWQXC5UvL27)

This guy knows Apple very well. He is the best person to make the dots between Apple and Microvision.  Also his latest job (COO) at Infous which produces DLP projector. It means he understands Lasered-based scanning mirror MEMS is the future. DLP technology won't be able to compete. That's why he abandoned the the ship from Infocus.

(3) Microvision owns close to 500 patents (including pending applications)in the scanning MEMS technology. There is no way for others to work around its huge IP portfolio.
     (Link : http://finance.yahoo.com/news/Microvision-Enhances-Patent-bw-248645389.html?x=0&.v=1)

(4) A Taiwanese Walsin Lihwa Corp. is the 10% owner of Microvision. It signed a 3-year development contract with Kaai on March 2010  to provide integrated light source  packaging solutions. Only strong companies will tie together.
     (Link : http://financenews.sina.com/MarketWatch/000-000-107-106/102/2009-06-22/090956014.html)
    (Link : http://google.twgogo.org/7612.html)

    Note : Kaai (founded by "father of blue laser" Shuji Nakamura)is now merged with Soraa.
    Soraa is the leading company developing direct-emitting "Green laser".

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