Saturday, February 05, 2022 12:02:03 PM
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
Recent LWLG News
- Lightwave Logic and Polariton to Jointly Showcase Packaged Electro-Optic Polymer Modulators at the European Conference on Optical Communications • PR Newswire (US) • 09/24/2024 08:05:00 PM
- Lightwave Logic Receives 2024 Industry Innovation Award for Hybrid PIC/Optical Integration Platform at the European Conference on Optical Communications (ECOC) • PR Newswire (US) • 09/24/2024 12:31:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 09/09/2024 08:00:09 PM
- LIGHTWAVE LOGIC APPOINTS FORMER DUPONT EXECUTIVE THOMAS CONNELLY, JR. TO BOARD OF DIRECTORS • PR Newswire (US) • 09/09/2024 12:31:00 PM
- Form 3 - Initial statement of beneficial ownership of securities • Edgar (US Regulatory) • 08/13/2024 08:58:16 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 08/12/2024 08:30:07 PM
- Lightwave Logic Provides Second Quarter 2024 Corporate Update • PR Newswire (US) • 08/12/2024 12:31:00 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 08/09/2024 08:14:43 PM
- Form 424B5 - Prospectus [Rule 424(b)(5)] • Edgar (US Regulatory) • 08/09/2024 08:10:18 PM
- Form 424B5 - Prospectus [Rule 424(b)(5)] • Edgar (US Regulatory) • 08/09/2024 08:08:25 PM
- Form EFFECT - Notice of Effectiveness • Edgar (US Regulatory) • 08/06/2024 04:15:14 AM
- Form S-3/A - Registration statement under Securities Act of 1933: [Amend] • Edgar (US Regulatory) • 07/31/2024 09:05:40 PM
- Lightwave Logic Invited to Present at 2024 European Conference on Optical Communications • PR Newswire (US) • 07/30/2024 12:31:00 PM
- Form S-3 - Registration statement under Securities Act of 1933 • Edgar (US Regulatory) • 07/26/2024 09:07:10 PM
- Lightwave Logic Appoints Industry Veteran Yves LeMaitre to Board of Directors • PR Newswire (US) • 07/23/2024 12:31:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 07/22/2024 08:47:34 PM
- Lightwave Logic Reaffirms Commercialization Timeline Presented at the 2024 Annual Shareholder Meeting • PR Newswire (US) • 06/03/2024 12:31:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 05/24/2024 08:01:14 PM
- Lightwave Logic and Advanced Micro Foundry (AMF) Partner to Accelerate Development of Silicon Photonics Modulators Using Electro-Optic Polymers • PR Newswire (US) • 05/21/2024 12:31:00 PM
- Lightwave Logic Provides First Quarter 2024 Corporate Update • PR Newswire (US) • 05/13/2024 12:31:00 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 05/10/2024 08:41:09 PM
- Lightwave Logic Demonstrates Thought Leadership with Critical Contributions to Global Integrated Photonics Industry Roadmap • PR Newswire (US) • 04/16/2024 12:31:00 PM
- Lightwave Logic Secures New Patent for Diamondoid Non-linear Optical Chromophore Patent to Improves Material Robustness • PR Newswire (US) • 04/01/2024 12:31:00 PM
- Lightwave Logic EO Polymer Achieves World-Class Performance of 400Gbps with Plasmonic Mach Zehnder Modulator • PR Newswire (US) • 03/28/2024 12:31:00 PM
- Lightwave Logic Demonstrates World-Class 200Gbps Heterogeneous Polymer/Silicon Photonic Modulator Results • PR Newswire (US) • 03/25/2024 12:31:00 PM
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