Contenu connexe Similaire à MicroVision 2011 ASM presentation (20) MicroVision 2011 ASM presentation1. Pico Projection Solutions
Imagine. Entertain. Share.
MicroVision Corporate
Overview
Annual Shareholders Meeting
June 9, 2011
2. Safe Harbor Statement
The statements and graphics in this presentation that are not historical
facts, including statements regarding our future business strategy,
financial situation, and plans and objectives for future operations, are
forward-looking statements. Such forward-looking statements are
inherently uncertain and necessarily involve risks that may affect
MicroVision’s business prospects and performance, causing actual
results to materially and adversely differ from those discussed during
the presentation. Information about these risks is contained in
MicroVision’s SEC reports and other filings, including MicroVision’s
Annual Report on form 10-K filed with the SEC.
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3. Solving the Tiny Display Dilemma
» Current generation smartphones and tablets are increasingly replacing laptops
» Large installed base of personal media devices (iPods), content universe is exploding
(iPods),
» Rich mobile content cannot be effectively displayed on tiny palm-sized screens
palm-
Problem MicroVision’s Solution
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© 2011 MicroVision Inc. All Rights Reserved. MicroVision Confidential & Proprietary
4. Universe Of Opportunities – Focus On Vital Few First
Projection - Business Projection - Fun
Presentation on the Move Sharing Images
Personal Displays
Head up Display
Improved Driver Safety Mobility Redefined
Gaming -
Gaming –
Projection
Personal Displays
Improved Interactive Experience
© 2011 MicroVision Inc. All Rights Reserved. MicroVision Confidential & Proprietary
5. Market Potential – Pico Projectors
Total Market Forecast For Pico-Projectors 2010 – 2015
Pacific Media Associates
(HUD, etc.)
5 © 2011 MicroVision Inc. All Rights Reserved. MicroVision Confidential & Proprietary
6. Mobile devices dominate the computing ecosystem
© 2011 MicroVision Inc. All Rights Reserved. MicroVision Confidential & Proprietary
7. Majority of the devices sold in the US now are smartphones
© 2011 MicroVision Inc. All Rights Reserved. MicroVision Confidential & Proprietary
8. US Wireless Carriers: ARPU Trends
© 2011 MicroVision Inc. All Rights Reserved. MicroVision Confidential & Proprietary
9. US Wireless Data Service Revenues
© 2011 MicroVision Inc. All Rights Reserved. MicroVision Confidential & Proprietary
10. Microvision Pico-Projectors Product Portfolio
PicoP Engine
Accessory Tailored Embedded
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© 2011 MicroVision Inc. All Rights Reserved. MicroVision Confidential & Proprietary
11. Market Variables For Pico Projectors – Inhibitors and Drivers
Key variables < 1H 2011 2H 2011+
Devices / Connectivity Apple Apple + Android + W7 Devices
High Growth New Category iPad iPad, Android and W7 tablets
Use Cases Basic (Entertainment) Advanced (E x E x E)
Pico Projectors Price $249 - $499 $199 - $359
Pico Performance Adequate Better
Category Accessory Accessory, Embedded, Other
© 2011 MicroVision Inc. All Rights Reserved. MicroVision Confidential & Proprietary
12. Automotive Head Up Displays
Improve Driver Safety
PicoP advantages: bright, daylight-readable, high-contrast
display with lower installation cost than competing solutions.
• Pioneer targeting first aftermarket HUD product in 2012.
• Strong interest from global automotive players
PicoHUD aftermarket prototype
After Market or Embedded HUD Direct Projection After Market HUD
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© 2011 MicroVision Inc. All Rights Reserved. MicroVision Confidential & Proprietary
13. Gaming Applications
New Experience in Mobile Gaming
“Projection in Motion” $51.5 Billion
• Mobile game developers are adding video-out hooks to content. $33.7 Billion
• PicoP’s infinite focus and no-color break up technology is the
only projection solution suitable for immersive gaming.
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© 2011 MicroVision Inc. All Rights Reserved. MicroVision Confidential & Proprietary
14. Personal Wearable Displays
Better Viewing Experiences
PicoP advantages: compact form factor, high-performing thin optics, transparent display
does not prohibit interaction with environment.
• MicroVision possesses unique see-through capability
• Working with Government customers to develop military eyewear applications.
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© 2011 MicroVision Inc. All Rights Reserved. MicroVision Confidential & Proprietary
15. Game Changing Applications
PicoP Is Reversible Technology
PicoP can be used to project AND capture information.
• Display in motion – Changes the fixed display paradigm
• Interactive display – Can turn any screen interactive.
• 3D imaging and display
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© 2011 MicroVision Inc. All Rights Reserved. MicroVision Confidential & Proprietary
16. Green Lasers
Frequency-doubled (“synthetic”) Direct (“native”)
Technology Infrared light passed through a crystal, Natively produces green light
doubles wavelength to produce green
Product Uses SHOW WX, SHOW WX+ Next generation PicoP engine for embedded
applications (auto, consumer)
Suppliers 2 players initially…one was able to fully At least 5 players…3 are targeting 1H 2012 for
commercialize commercialization
Manufacturability Complex Simpler, similar to red/blue diodes
Commercial Expected: Late ’08; Actual: March ’10 Expected: Late ‘11 - mid ’12
Availability
Price High due to complex manufacturing Expected to be ~20% of synthetic at
processes introduction
© 2011 MicroVision Inc. All Rights Reserved. MicroVision Confidential & Proprietary
17. IEEE 2010: Top 20 Global Electronics Companies for IP Prowess
Motorola patent acquisition (Nov. 2010)
extended the company's intellectual property
leadership in a variety of applications.
Note: The IEEE Pipeline Power score is derived by multiplying the company's patent count by the product of four other variables: Pipeline Growth,
Pipeline Impact, Pipeline Generality and Pipeline Originality. In each category, a score above 1.00 indicates that the company performed better than
average in its technology class
© 2011 MicroVision Inc. All Rights Reserved. MicroVision Confidential & Proprietary
18. MicroVision 2011 Key Priorities
Commercialize direct green Sell award-winning Simplify operations and
PicoP engine by 2012 products reduce cash burn
Pioneer execution New connectivity features Cost sharing with partners
Secure additional partners Build market awareness Limit investment in synthetic
green PicoP platform
Seed samples to OEM in Q4 Validate use models
Streamline operations
© 2011 MicroVision Inc. All Rights Reserved. MicroVision Confidential & Proprietary
19. Why We Will Be Successful
Looking Back Looking Forward
Products in Market No Yes
Green laser 1+ MFG, Non-Std 3-5 MFGs, Std
Expensive Cost effective
Vested Partners None Pioneer…More To Come
Vested Pulling OEM None Pioneer / HUD / 2012…
More To Come
Positioning / IP Portfolio MVIS (Strong) MVIS + Motorola
Markets Enabling Ecosystem Limited Emerging
© 2011 MicroVision Inc. All Rights Reserved. MicroVision Confidential & Proprietary
20. Thank you!
© 2011 MicroVision Inc. All Rights Reserved. MicroVision Confidential & Proprietary