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eMagin Corporation (EMAN) Q2 2022 - Earnings Announcement by CEO Andrew Sculley ※Key summary 1) Currently, operating profit is maintaining a slight loss level. Until large-scale commercial mass-production begins, sales are unlikely to see much. 2) At the end of the Proof of Concept process for Tier 1 AR/VR customers. Large high-end dPd deposition equipment for mass production was received in September 2022. It is expected to undergo verification work (qualified test) around..
AR/VR Lens System (Pencake Lens) ※AR/VR lens system Pancake Lens: How Apple Will Mount It >Fresnel lenses have been used to solve the chromatic aberration distortion caused by the lenses of VR devices, but in order to increase the viewing angle, the focal length becomes longer, which increases the distance between the display and the eyes. As a result, the headset has to be made larger. In addition, there is a phenomenon of rin..
Apple's next-generation display plans (MicroOLED, MicroLED, MiniLED, OLED, LCD) ※Apple's next-generation display installation plan Except for what is known so far, these are my guesses. -LCD: Most of the current iPad, Macbook. [LGD, BOE, Sharp] -OLED: All current iPhone[SDC, LGD, BOE], Watch[LGD, JDI]. Starting in 2024, OLED mounting on two iPads and Macbooks [LGD, SDC]: Better cost-effective than MiniLED. -MiniLED (with BLU): 2021 iPad, Macbook, etc. 4 types. [LED: epistar..
Analysis of MicroOLED Supply Chain mounted on Apple AR/VR - eMagin is the key among eMagin/TSMC/SONY Please note that the information below is based on speculation and may differ from the actual facts. ※Apple Micro OLED Supply chain: consists of eMagin+TSMC+SONY eMagin: Back Plane Design + OLED Deposition + Encap, Post Process TSMC: Back Plane/Driving Circuit Unit production SONY: Driving Circuit Unit Design -In general, when TSMC, SONY, and eMagin collaborate to make OLEDos (MicroOLED), it is ..
Apple AR/MR Headset Prediction Update Apple AR/MR Headset Prediction Update: 2nd, Shipments, Schedule, and Pancake Lens Supply Chain 郭明錤 (Ming-Chi Kuo) 1. The high ASP Pancake lens is the key optical component of Apple AR/MR, directly affecting the visual experience and form factor design. 2. The second-generation Apple AR/MR may have high-end and more-affordable models, which will launch in 1H25, and component suppliers will start ..
eMagin(EMAN)- A key player in the VR era? Stock price and IR presentation ※Why am I interested in eMagin? -Because it is in the Apple AR/VR Value Chain. -The first generation of Apple Apple AR/VR uses new OLEDos instead of the existing LCD/OLED. -OLEDos is a method of manufacturing OLED on silicon, and I know that TSMC, Sony, and eMagin have produced it together. -eMagin, which used to mainly produce VR/AR-related devices for military, aviation, medical, and industria..
What are Pancake Lenses? Let's compare it with a conventional Fresnel lens The difference between pancakes lenses and current fresnel lenses found on VR headsets - VR Expert Blog (vr-expert.com) Fresnel lenses work the same as lighthouses in directing and enhancing an existing light source. Its roots date back to the early 1800s by Augustin Fresnel and have been nicknamed: “the invention that saved a million ships”. The lens works like a ring of crystalline prisms arra..
eMagin - MicroOLED Vendor, Core of Apple's AR/VR - SEC Filings ♬Key Summary -Received two U.S. Department of Defense (DoD) awards (grants) totaling $39.1 million in 2020 -July 28, 2020 Signed a $33.6 million subsidy contract from the U.S. Department of Defense over the next 33 months to maintain and strengthen U.S. domestic capabilities for OLED microdisplays -In addition to the $5.5 million announced under the OLED Supply Chain Assurance Program on June 11..

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