約略EPS
3500000*5*30/20000000 = 26.25
本益比 20
26.25 * 20 = 525
Google 還是我們的客戶
只是他的眼鏡徹底失敗，沒有量產
現在硬體都移交三星了
微軟Hololens
後來都另結新歡
才會慘慘慘
也放棄硬體交給三星了
吳大這個是量產估計，其實不算離譜
錯在對硬體的成熟估計太樂觀
只有蘋果有能力定義硬體成熟
Vision Pro 超高價37萬台才真正震撼全球
相信三星必須馬上推
不然就是讓出 AR 世界了
是不是董事長也以個人資金投資立景
給小股東一點信心及希望
也相信 吳董說的話
結果也是扯蛋
Honestly, I think quite well. But I think overall, metaverse, I guess these days, people are focusing primarily on VR goggles and then certainly AR goggles as well. And our position is quite well, primarily WLO and also LCoS. Now admittedly, our exposure to VR is less than that to AR. And AR, I mean, it’s more challenging as a product, although it’s a lot more exciting, even successful, right?
So I think the whole industry is still fighting through the battles of conquering the engineering variance, trying to deliver something that consumers will go like, wow, right? So I think we are still going through that. In fact, our WLO in particular, we have projects covering 3D sensing for VR devices, and waveguide and 3D sensing for AR devices. And I mean, obviously, I cannot disclose the details and specific end customer names, but if you’re talking about some, if not all of the biggest names in the tech world. They are working very closely with us. However, I don’t think much will materialize in next year. I will be very honest about this. And that is why we decided, given the limited time and space, we decided not to mention much about it in our prepared remarks.
And likewise for our LCoS, bear in mind, it’s only applicable for AR. And of course, we are focusing on a lot of other things because we are working very hard with a few big names for AR goggles. So we also understand the technical challenges. And so that’s why we actually put a lot of our LCoS effort into other areas such as HUD for automotive which are making good progress. However, given the nature of automotive, the real mass production with real volume will be few years away. And telecommunication, WSS, so switch device, areas such as this. But yes, AR goggles, we remain active player, but we feel it is we -- also understand there’s a lot of hype, short-form hype recently, but we feel there may be some time to go before they really materialize
還骨哥？
會不會減資？
google Glass?
微軟Hololens?
以前敲鑼打鼓地喊
現在都沒人要喊了
立景還在幹嘛
google Glass?
微軟Hololens?
以前敲鑼打鼓地喊
現在都沒人要喊了
這次應該有機會500?
這個時節的北京新品發布會扎堆，麥開seed智能水杯，智能母嬰產品……僅秋分當天就有兩場：魅族手機發布會和CoolGlass ONE“酷鏡”發布會。 酷鏡奧圖科技基於谷歌眼鏡智能科技基礎之上，和科大訊飛等國內語音技術公司達成合作的一款可穿戴智能設備，支持全中文語音操作。
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http://www.letv.com/ptv/vplay/21652722.html
http://www.taihuoniao.com/topic/view-105786-1.html
：魅族手机发布会和CoolGlass ONE“酷镜”发布会。酷镜奥图科技基于谷歌眼镜智能科技基础之上，和科大讯飞等国内语音技术公司达成合作的一款可穿戴智能设备，支持全中文语音操作。
太火鸟
智能眼镜、隐身衣、虚拟现实头盔……那些看起来不可思议功能正在一步步实现。CoolGlass ONE作为奥图科技攻克多项难关，历经两年成功研发出的中国首部增强现实智能眼镜，由国际顶级Frog团队打造，具有世界级工业设计标准。
酷镜拥有拍照录像、打电话发短信、导航和AR增强现实等功能。通过一键分享图片、视频到微博、微信、优酷等社交平台上，让用户通过自己的“第一视角”真正玩起来。售价还没有公布，但据透露与谷歌眼镜的1500美金相比还是会便宜的多。
http://arstechnica.com/gadgets/2015/09/lenovo-magic-view-concept-is-a-crazy-mix-of-a-smartwatch-and-google-glass/
http://ora-x.com/#video
醒過來非常痛
一支球隊可以只靠一個明星球員。
但一間公司可以只有一個明星員工？
a. 如果產品好, 谷哥會不加碼? 會不想secure自己的供應鏈?
b. 如果有安卓的谷哥 原創的眼鏡, 擁有 網路的霸勢跟通路, 也賣不起來, 你覺得沒啥創新能力的連想 能搞出多大的眼鏡市場? 所尼 手機都快不保, 維軟....這幾個搞眼鏡 弄得過 谷哥?
c. 力景跟谷哥 做生意 好好的不抓谷哥這個大咖的大客戶, 要去做其他人的, 為甚麼?
d. 增資確實是我亂說的, 跟國外公司合作這樣的ASIC project有收NRE 應該是有可能的, 但是大家都知道, 收NRE只是意思意思, 產品做起來量產, 才是真的賺大錢, 有做real 產品的公司是靠收 NRE 致富的? 產品沒做起來,一定是真的,
e. 重大專(事?)項 我想每天都有, 問了也沒人會講, 是秘密, 但是我一樣只相信人性, 好的秘密 不會只有你知道, 這樣的公司 會放的比任何人更大聲,
f. 問了轉錢沒, 到現在沒有任何消息, 更肯定不賺錢, 賺了錢 公司一樣放的比別人大聲.
g. 奶水? 還有嘛? 騎警? 裙創?
根據上面這些判斷, 不值得投資. 趁現在股市高檔,現在大家還有夢, 被減過資的投資人, 少賠點給想接的人接比較實在.
為什麼????
有分析認為,谷歌放棄對立景光電的追加投資權,對奇景光電來說無疑是個重大打擊,LCOS微型顯示技術繼續應用於下一代谷歌眼睛中的可能性也因此下降。
1. 有媽給奶水。 (早期國民黨、國庫通黨庫一樣)
2. 收了不少NRE費用
並且還有你不知道的super 重大專項。
懂個毛
公司還在燒吧? 何時賺錢?
還是又要增資了呢?