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Saturday, 02/05/2022 12:02:03 PM

Saturday, February 05, 2022 12:02:03 PM

Post# of 201449
For those who are watching the potential for LWLG involvement in the LIDAR space, from what I have seen so far it is with the FMCW LIDAR approach in the 1550 nm space, where to-date there are some present cost disadvantages and engineering obstacles to overcome, for which silicon photonics may ultimately be the solution.

I am presently sucking wind on my MVIS investment. Dollar-wise I have around $5 in LWLG to every $1 in MVIS. For better or worse, BlackRock disclosed last evening they now hold 6.5% equity interest in Microvision. Both are of somewhat similar risk profiles, and my weighting reflects my own subjective opinion on my personal risk/reward investing decisions.

For the LIDAR revenue potential here for whatever technology ends up dominating this competitive space, just consider there will be at least two LIDAR units per vehicle, a forward and rear-facing LIDAR unit at a minimum.

Here is a post from the Microvision board with comparative specs among the various LIDAR solutions, to include the recently announced AEVA Aeries II

https://www.reddit.com/r/MVIS/comments/skoci9/weekend_hangout_242022_262022/hvm3ave/?context=3

AEVA Aeries II version employs a silicon photonics chip, and it has very competitive specs, although the Microvision solution still have a point cloud density, and FPS advantage, and possibly a cost advantage:

https://www.aeva.com/press/aeva-introduces-aeries-ii-the-worlds-first-4d-lidar-with-camera-level-resolution/

Mobile-Eye's (owned by Intel) Silicon photonics based Frequency Modulated Continuous Wave LIDAR:

Note: I am not sure if they have any product in the chart I have shared.

A nicer article highlighting Intel's Silocon Photonics plant in New Mexico, as part of their go-forward strategy and this article also highlights their likely need for further acquisitions....
https://www.wired.com/story/mobileye-lidar-on-a-chip-intel/

https://www.theverge.com/2022/1/4/22865488/intel-mobileye-eyeq-ultra-soc-autonomous-driving

Another article I had previously posted:
https://www.mobileye.com/blog/radar-lidar-next-generation-active-sensors/

Previous LWLG Dot connecting to New Mexico's Silicon Photonics lab:

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=167680722&txt2find=New%20Mexico

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=167690839&txt2find=New%20Mexico


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