Nyttig info rundt Polight.

Kraamz
PLT 09.10.2021 kl 19:23 46039

Ny tråd som blir Oppdatert fortløpende.
Skal lage til en god og oversiktlig tråd med mye god info.

Det er viktig å ha i bakhodet at patenter ofte ikke resulterer i et produkt, mange patenter skrotes i forbindelse med at andre har gjort krav på løsningen fra før eller at man omprioriterer. Patenter gir en grei indikasjon på hva som er i vinden og hvem som er interessert i teknologien.


Sist oppdatert: Innlegg nr2. (01.06.2022)


__PRODUKTER MED TLens__

XUN Smartwatch PRO

https://detail.m.tmall.com/templatesNew/index?id=611407678803&hybrid=true&toSite=main#mui-cover-0

Xiaomi mitu binny 4pro

https://xiaomi-mi.com/mitu-watches/xiaomi-mitu-4-pro-178-inch-double-cameras-children-smart-watch-pink/

Honeywell:

https://sensing.honeywell.com/barcode-scan-engines-and-modules/engines/extended-flexrange-EX30

MaxHub:

https://www.google.com/url?sa=t&source=web&rct=j&url=https://www.maxhub.com/en/wp-content/themes/maxhub/assets/pdf/ucw20/MAXHUB_UC%2520W20_Brochure.pdf&ved=2ahUKEwjT1I691f3vAhUpxosKHU4QCe4QFjABegQIBBAC&usg=AOvVaw24f9wx1k4PGYZNivG1i8oJ

https://studydroid.com/best-tiny-camera/#comparison-table


__KOMMENDE PRODUKTER MED Tlens(funnet på nett)__


1: Iris scanner(module for smartwatch og smartphone)
J2c har avtale med Polight.

http://www.jtwoc.com/theme/basic/soda-html/product_optical_5mpaf.html

https://www.google.com/url?sa=t&source=web&rct=j&url=https://www.cybersec-alliance.org/exhibition/file_down/company_down.jsp%3Fidx%3D8&ved=2ahUKEwiTmeeR0v3vAhUul4sKHWCJBkAQFjACegQIBBAC&usg=AOvVaw1DObsFXIoQnM-e5-S7aj53


2: Smartwatch:

- Lanseres Januar 2022 MED Tlens(et produkt som er fra Xun Smartwatch pro)
https://samplify.org/

https://youtu.be/GJ2Nmvym6OQ. (Samplify)


3: Teledyne e2v
Multi-focus Optical Module

https://www.vision-systems.com/home/article/14203771/2021-vision-systems-design-innovators-awards-honorees

https://imaging.teledyne-e2v.com/content/uploads/2020/09/2021-09-22_e2v_2M-Multi-Focus-MIPI-Module_web.pdf

__PATENTER:__


Mange av patentene listet under har ikke blitt godkjent enda så kan være greit å ta en titt på Legal Events for å se hvor de er i løypen. Mange av de har hatt masse aktivitet nylig.

SMARTPHONE :

NOKIA

Publisert 2018
https://worldwide.espacenet.com/patent/search/family/049782339/publication/CN104412155B?q=Polight%20camera

Publisert 2017
https://patents.google.com/patent/EP2783254B1/en?oq=Tlens+OR+polight

VIVO
https://www.vivo.com

Datert 2021
https://worldwide.espacenet.com/patent/search/family/065311252/publication/CN109348104B?q=T-lens

Datert 2019
https://worldwide.espacenet.com/patent/search/family/065311252/publication/CN109348104A?q=T-Lens

Datert 2019
https://worldwide.espacenet.com/patent/search/family/065222540/publication/CN109309789A?q=CN109309789A

Datert 2018
https://worldwide.espacenet.com/patent/search/family/061613418/publication/CN207124681U?q=T-Lens


OPPO:

Datert 2021
https://worldwide.espacenet.com/patent/search/family/076713682/publication/CN113113836A?q=Tlens

Datert 2020
https://worldwide.espacenet.com/patent/search/family/064875010/publication/CN109167909B?q=Flexible%20tunable%20lens

Datert 2020
https://worldwide.espacenet.com/patent/search/family/065258977/publication/WO2020107996A1?q=Flexible%20tunable%20lens

Datert 2019
https://worldwide.espacenet.com/patent/search/family/064875010/publication/CN109167909A?q=Flexible%20tunable%20lens

Datert 2019
https://worldwide.espacenet.com/patent/search/family/065191610/publication/CN109270683A?q=Guangdong%20Oppo%20tunable%20lens

REALME

(Potensielt bakkamera)

Datert 2021
https://patentscope.wipo.int/search/en/detail.jsf?docId=CN333025557&tab=PCTDESCRIPTION&_cid=P11-KSJ8JD-95971-1

Samme patent fra ESP net(mer oversiktlig med gode bilder)
https://worldwide.espacenet.com/patent/search/family/076949730/publication/CN213817938U?q=CN213817938

Oversatt forklaring:
https://translationportal.epo.org/emtp/translate/?ACTION=description-retrieval&COUNTRY=CN&ENGINE=google&FORMAT=docdb&KIND=U&LOCALE=en_EP&NUMBER=213817938&SRCLANG=zh&TRGLANG=en

HUAWEI

Datert 2015
https://worldwide.espacenet.com/patent/search/family/053003236/publication/CN104580877A?q=Tlens

Datert 2018
https://patents.google.com/patent/CN104580877A/en?oq=Tlens

Datert 2020
https://worldwide.espacenet.com/patent/search/family/071999998/publication/WO2020164406A1?q=Vcm%20AND%20mems%20lens

Datert 2021 (NY)
https://worldwide.espacenet.com/patent/search/family/076382266/publication/CN113014790A?q=Tlens

Datert 22.06.2021(NY)
https://worldwide.espacenet.com/patent/search/family/076382266/publication/CN113014790A?q=Tlens



SMART GLASSES

MICROSOFT

Datert 2019
https://worldwide.espacenet.com/patent/search/family/068464599/publication/WO2019217108A1?q=Polight

VARJO

Datert 2021
https://worldwide.espacenet.com/patent/search/family/077063040/publication/US2021243384A1?q=varjo%20polymer-lens

Datert 2020
https://worldwide.espacenet.com/patent/search/family/069740383/publication/WO2020183054A1?q=varjo%20piezo

Datert 2021
https://worldwide.espacenet.com/patent/search/family/071609052/publication/US11030720B2?q=varjo%20piezo


DRONES

PARROT DRONES
https://www.parrot.com/global/drones

Datert 2019
https://worldwide.espacenet.com/patent/search/family/056787562/publication/EP3465321A1?q=Polight

Datert 2017
https://worldwide.espacenet.com/patent/search/family/056787562/publication/FR3051920A1?q=Polight


BARCODE

HAND HELD PRODUCTS INC
https://en.m.wikipedia.org/wiki/Hand_Held_Products

Datert 2019
https://worldwide.espacenet.com/patent/search/family/052824143/publication/US10222514B2?q=Polight

Datert 2015
https://worldwide.espacenet.com/patent/search/family/052824143/publication/EP2940505A1?q=Polight

https://worldwide.espacenet.com/patent/search/family/052824143/publication/US2016131894A1?q=Barcode%20polight

Zebra
(Mulighet for Tlens)

Datert 2021
https://worldwide.espacenet.com/patent/search/family/076954379/publication/US11108946B1?q=T-lens%2A


FINGERPRINT

Shenzhen Oneplus

Datert 2019
https://worldwide.espacenet.com/patent/search/family/068942283/publication/CN209860960U?q=Tlens%20


SENSORS


AMS SENSORS SINGAPORE PTE LTD

(Osram er med i bildet her)

https://worldwide.espacenet.com/patent/search/family/049949118/publication/US10734366B2?q=AMS%20polight



MODULLEVRANDØRER:

Sunny Optical(Add-in)

Publisert 2021.
https://worldwide.espacenet.com/patent/search/family/075459110/publication/CN112684592A?q=Autofocus%20camera%20module

Largan Precision(Add-in)

Publisert februar 2021
https://worldwide.espacenet.com/patent/search/family/073643965/publication/CN112394497A?q=mems%20autofocus

TS Presicion

1. Ts-Presicion

Publisert 2021
https://worldwide.espacenet.com/patent/search/family/076252735/publication/CN213426288U?q=Tlens

Q-Tech

Publisert 2019.
Q-Tech - PoLight Tlens
Sansynligvis ADD-In aktøren(tidslinjen passer bra):

Publisert 2021
https://worldwide.espacenet.com/patent/search/family/067657423/publication/CN209299361U?q=Q-tech%20polymer%20lens

Publisert 2020 (NY)
https://worldwide.espacenet.com/patent/search/family/073313116/publication/CN111935370A?q=Tlens

ZET:

1
https://worldwide.espacenet.com/patent/search/family/067852544/publication/CN209388022U?q=Tlens%20zet
2.
https://worldwide.espacenet.com/patent/search/family/067429944/publication/CN209198745U?q=Tlens%20zet
3.
https://worldwide.espacenet.com/patent/search/family/066491264/publication/CN109782423A?q=Tlens%20zet
4.
https://worldwide.espacenet.com/patent/search/family/067342270/publication/CN209167649U?q=Tlens%20


TRULY OPTO:

1
Publication
CN109451237A·2019-03-08

Active alignment (AA) method and equipment of camera module

https://worldwide.espacenet.com/patent/search/family/065552204/publication/CN109451237A?q=Tlens%20Truly

2.
Publication
CN209184679U·2019-07-30

Electronic device

https://worldwide.espacenet.com/patent/search/family/067378050/publication/CN209184679U?q=Piezoelectric%20polymer%20lens

O-Film

1.
Publisert 10.11.2020
https://worldwide.espacenet.com/patent/search/family/073276942/publication/CN211908927U?q=Tlens

2.
Publisert Juni 2019
https://worldwide.espacenet.com/patent/search/family/067042046/publication/CN209046739U?q=T-lens%2A

O-Film subsidie selskap

3. Publisert Mars 2021 (Add-In)
https://worldwide.espacenet.com/patent/search/family/074968346/publication/CN112505809A?q=Pzt%20autofocus


__DISTRUBITØRER:__

Edomtech
https://www.edomtech.com/en/product/ins.php?index_id=94

Ofilm
http://www.ofilm.com/en/products_inner1_36.html


__FUNDAMENT:__

NRK Intervju med CEO som synliggjør hvor stort dette kan bli!

https://www.nrk.no/vestfoldogtelemark/pa-terskelen-til-et-potensielt-mobileventyr-1.13487857

Prospekt for Polight(børsnotering 2018)
Nyttig dokument som synligjør markeds potensialet
Og konkurerende teknologier per 2018.

Side 49 viser BLA teknologiene med fordeler og ulemper.

https://www.google.com/url?sa=t&source=web&rct=j&url=http://q4live.s22.clientfiles.s3-website-us-east-1.amazonaws.com/177975322/files/doc_financials/poLight-ASA-IPO-Prospectus-19-September-2018.pdf&ved=2ahUKEwisk7i5mvnqAhWBmIsKHbuEBJUQFjADegQIAhAB&usg=AOvVaw0Dk2Umj-bLqfBg_sitJ4zl



Cost rapport Tlens(NY)

https://www.systemplus.fr/reverse-costing-reports/polight-tlens-mems-autofocus/


PIEZO forskning:

https://science.sciencemag.org/content/369/6501/292


Fakta basert på Intervju med Polight:


Pris linse:
par-tre dollar stykket

Kapasitet:
Kapasiteten er ikke noe problem. Med forskning og utvikling her i Horten og produksjonen av polymervæske som gir oss en million enheter per liter polymer er det bare å rampe opp produksjonen vår i Italia og Taiwan hvis det er ønskelig. Vi kan raskt gå opp i en million TLens i måneden ved behov.


Podcast hvor vi forteller om Polight🙂
Det er mengder å lese av info så det er kanskje greit å høre omsakene i tilegg🙂

https://open.spotify.com/show/7LmxuvKSfmzdslwRKDK1In?si=yT7Nq24mSBCF3Hm4-ag1Vg&utm_source=copy-link



Redigert 01.06.2022 kl 08:07 Du må logge inn for å svare
Kraamz
09.10.2021 kl 19:24 25362

1.

BANEBRYTENDE NYVINNING AV MOSER


Delt av medaksjonær☺️

Dette forteller endel om hvilke muligheter Tlens fra horten har!
Dette er en helt fantastisk referanse!




https://mobile.twitter.com/EdvardMoser/status/1440321277600751616?s=20

https://www.biorxiv.org/content/10.1101/2021.09.20.461015v1.full.pdf

Utdrag:

To decrease the overall weight while maintaining the large z-scanning
range, we developed a new type of miniature z-focusing device based on a nanotech micro-tunable lens (Tlens®,
Polight, Horten, Norway) (Farghaly et al., 2016) and named it μTlens (Figure 2C, 2D and Figure S2A-C). We
assembled a quartet μTlens (4 flat lenses stacked together, Figure 2C), which weighed only 0.06 g, spanning a volume
of 4.5×4.5×2.2 mm3
(Figure S2A). The quartet μTlens had a response time of less than 0.4 ms (Figure S2B), an optical
power of ~75 diopter (dpt) (Figure S2C), and a z-scanning range of 240 μm, which is 60 μm more than that of the
previous version of 2P miniscope (Zong et al., 2021) (Figure 2D). The small size of the μTlens allowed it to be
mounted near the MEMS scanner without relay optics (Figure 2A and Supplementary Document, Section 1). The
static driving technology of the MEMS piezo minimizes the driving current and thereby provides high thermal stability
to the μTlens. No temperature increase or focus drift was observed when the focus was switched at 15 Hz or 40 Hz
between multiple imaging planes, or set at max optical power (+51 dpt, or 240 μm) for up to 1 hour of continuous
recording (see also Supplementary Document, Section 4). In contrast, a temperature increase of over 20 degrees
Celsius, accompanied by drift of the focal plane, was noticed after less than 10 min imaging with the previously used
ETL when applied at full optical power (±30 dpt) and driving current (±200 mA) (Supplementary Document, Section






Optofidelity;

Press release 1 June 2021

Collaboration between OptoFidelity and poLight to further strengthen testing capability and capacity of poLight ́s TLens®

TLens®, a unique tunable photographic lens, has been introduced to the market for various user groups and applications. TLens “replicates” the lens of the human eye, enables new user experiences, and eases the implementation of autofocus functions for various applications.

Ref:
https://www.optofidelity.com/news/press-release-collaboration-between-optofidelity-and-polight-to-strengthen-testing-capability-and-capacity-of-polight-%CC%81s-tlens


Nomicam støtter sansynligvis Polight i forbindelse med kvalitetskontroll og testing(ikke avklart)

https://nomicam.com/services-and-solutions/polight-logo2/



Wooptix satser på Tlens! FØR de er i smartphone,Tilfeldig?
https://wooptix.com/solutions/selfie-camera/

poLight® has been developing a solid-state tuneable lens

technology that can replace mechanical VCM solutions and
liquid lens solutions. The innovation uses a piezo-electric
actuator, thin glass membrane and a flexible polymer to change
the focal length of the camera lens. poLight’s product, called
TLens®, is essentially an auto-focus technology that does not
require any movement of lenses. Instead, it works by changing
the optical power of the lens system. The characteristic of
this products enables very fast focal-plane image acquisition
– exactly the data needed for the Wooptix light field image
processing algorithms.



BRIGHTERWAVE OG POLIGHT SAMMARBEID FOR LASERLØSNING
(Bruksområder : Sensors,HUD,Tuning av laserbasert display for AR,Lidar M.M)

https://www.spiedigitallibrary.org/conference-proceedings-of-spie/11764/117641O/PoLight-ASA--Ultra-Compact-Laser-Scanner-Concept-of-1D/10.1117/12.2598226.short?SSO=1

https://www.semanticscholar.org/paper/PoLight-ASA%3A-Ultra-Compact-Laser-Scanner-Concept-of-Craen/0ac832395cbece5ff04b8c15229e5f7649610f87


https://elektronikknett.no/Artikkelarkiv/2020/September/poLight-har-signert-MoU-og-skal-lage-en-ny-versjon-av-TLens
Redigert 15.12.2021 kl 21:18 Du må logge inn for å svare
Kraamz
09.10.2021 kl 19:24 25343

2.

VIKTIG UTDRAG FRA Q1 2022


KEY EVENTS IN THE QUARTER
 Design-in1
award and sample purchase order received for an augmented reality display
case
 Follow-up order related to the scan engine EX30 (Honeywell)
 Augmented reality opportunity pipeline promising, both for short/medium-term
professional use cases and longer-term consumer applications
 Despite a somewhat softer smartphone market due to the challenging situation in China,
progress still being made on existing and new PoCs2

 Other application areas, such as medical and industrial are maturing
Øyvind Isaksen, CEO of poLight ASA:
“We made good progress in many areas during the quarter, although it was somewhat impacted by the challenging
situation in China. Progress in the augmented reality cases we are exploring remains promising, and there are candidates
for design-wins this year and onwards. With respect to smartphone cases, we see OEMs being more cautious about
releasing new phone models, and we foresee this will impact the timing of the first smartphone case for poLight. That
said, interest and activity related to TLens® has been, and remains, encouraging.”.


Markets
Customer-related activities continued at a high level in the first quarter. poLight is actively engaged in several segments.
This includes consumer market devices, such as smartphones and accessories, as well as a broad range of professional
applications, such as barcode readers, medical devices and augmented reality. Interest in our solutions remains high,
and the company continues to make progress on several projects with potential customers in these segments. TLens
technology is increasingly being recognised by a wide range of potential customers. Over time, this is expected to
develop into a diversified revenue base for poLight.
Consumer market
The new camera module concept, based on add-in TLens design, is continuing to open new opportunities for different
applications. The focus during the quarter was on smartphone applications, but other applications are also being
explored. These include webcam and, in the longer term, augmented reality cases. When it to comes to the smartphone
market, the company has increasingly started to promote solutions meant for back camera applications. Nevertheless,
the selfie camera solution remains the most relevant in the short/medium term. As mentioned above, some of the Asian
OEMs are suffering due to the situation in China (mainly Covid related), and this will impact the appetite to release new
phone models. The first potential smartphone cases will therefore be pushed back from 2022 to 2023 and beyond. PoC
projects continue, and good technical progress has been made.
At the close of the quarter, poLight’s TLens® is being used in 10 ongoing Proof-of-Concept (PoC) projects relating to the
consumer market. Three of the ongoing PoCs are consumer-oriented augmented reality cases.
Augmented reality (AR) market
During the quarter, the company received a design-in confirmation, including design of a custom package, and purchase
order for TLens® worth in excess of NOK 3,500,000 to support the development of a display solution to be used in AR
applications. This design-in award gives the company an important opportunity to position TLens® for another use case
in the AR spac


TLens is being considered by several other market players for use in next generation AR headsets, and
testing/prototype building is continuing. The TLens® technology’s low power consumption, no gravity sensitivity, high
speed, and compactness are highlighted as key technical benefits. Currently, the company has one confirmed design-
win and is engaged in five projects/design-ins (of which one is for a consumer application) and four ongoing PoCs (three
of which are for consumer applications). The use case for TLens® mainly relates to world-facing cameras, but the
company is also involved in display applications.
The AR market is entering a very important phase, and poLight expects to see several companies releasing new AR
products in the coming years. Most of the initial customer cases relate to the professional/enterprise market, so the
initial volumes will be relatively low. However, it is expected that over time AR devices will address the consumer
market, prompting a significant increase in demand. However, this is likely to be some years down the road. In the
longer term, the AR market is expected to be an important market for the company.
Industrial market
During the quarter, the company received a repeat order related to the EX30/Honeywell reader product. The customer
is reporting good market feedback. This case represents an important reference for poLight and is clearly generating a
lot of interest from other players in the market.
The company is currently involved in two projects (design-ins) and seven ongoing PoCs (two of which are for barcode
applications).
Medical/Research
The Kavli design-win has generated
Redigert 01.06.2022 kl 08:06 Du må logge inn for å svare
Kraamz
09.10.2021 kl 19:24 25286

4.

NØKKEL INFO OM POLIGHTS PRODUKT
(utdrag fra Polight hovedside)

The TLens® Products
Imagine a simple autofocus technology, produced on a wafer scale level using the largest semi-conductor MEMS fab, capable of producing very large volumes at high yield and high quality. Imagine that this technology is suitable to replace your current Voice Coil actuator used in your camera module solution by improving its speed, its power consumption, its footprint and its robustness without degrading the optical performance. Today this solution exits: it is poLight TLens® . TLens® is the ideal solution for the latest camera phone applications such as videos with continuous-autofocus. The new poLight technology will be available in various aperature sizes and configurations. The released product is the TLens® Silver, see specification below. The TLens® Silver is available in two versions, the TLens® Silver without package and the Packaged TLens® Silver.


Key Characteristics

Response time down to <1ms
Ultra-low power consumption <5mW
Small footprint 3.2mm x 3.2mm
Aperture 1.55mm
Focus distance from infinity to 10cm
Potential application areas

Camera phones (front and back)
Wearables incuding AR/VR devices
Tablet PCs
HD video cameras
Drones
Handheld devices
Barcode readers
Redigert 21.10.2021 kl 19:28 Du må logge inn for å svare
Kraamz
10.10.2021 kl 09:07 24903

5.

Nyheter for de som har adgang:

1. https://www.gjengangeren.no/polight-flytter-til-skoppum-herfra-skal-vi-fa-omsetningen-opp/s/5-60-712725

(Kort fortalt flytter Polight til Skoppum like ved Jernbanen, her har de god plass til å øke produksjonen i et stort flott lokale)

2. https://www.digi.no/artikler/den-norske-mobil-linsen-far-gehor-i-markedet/508055

(Artikkel om selskapet fra Digi.no)

3. https://www.dn.no/marked/polight/kamera/finans/polight-topp-etter-kraftig-rabatt-vi-onsker-a-hente-pengene-for-vi-nodvendigvis-trenger-det/2-1-1066707

(Polight har no hentet 125 millioner og vil hente ytterligere 18 millioner i Rep Emisjon, da får selskapet inn 144 millioner i kassen, det vil da si at de sitter på en plass mellom 150-200 millioner)

4. Artikkel fra Kina ang ryktene rundt oneplus med T-Lens

https://zhuanlan.zhihu.com/p/355810047


5. TLens annerkjennes i kina(Google translate)
2022/01/05 19:07
https://www.ceomba.cn/46802.html
Redigert 06.01.2022 kl 22:10 Du må logge inn for å svare
Kraamz
10.10.2021 kl 09:08 24877

7.

TEKNOLOGIFORSTÅELSE;
(Utdrag prospekt 2018)

Competition:

Shape Memory Alloy (SMA) A material that provides force and strain when it is heated with an electric current offered by Cambridge Mechatronics Limited 5 . SMA technology is 6("CML"). The technology is using the same principle as VCM since it is moving the lens stack, and it come with some advantage compared to VCM like less complexity and is also smaller in size.

Liquid Lens based on electrowetting The technology has been developed by Varioptic SA, and is currently being commercialized under the brand OptiLux. It is based upon liquid and electrowetting. Two liquids are embedded inside a transparent celland tuned to have the same density, but different indices of refractions the second is an insulator 7. The first liquid is a conductor, while 8. Electrowetting force is used in order to change the curvature radius (wetting angle of one liquid with respect to the other) of the liquid-liquid interface inside the cell. When a voltage is applied, the liquid-liquid interface will glide along the guiding conical surface and change the optical power of the lens. The advantage of such technology is that it can create relatively big aperture tuneable lens, but due to the nature of the technology the thermal stability and the manufacturability will remain a challenge. The technology has not yet been used in any commercially available mobile phones, however it has penetrated non mobile phone market like industrial and barcode market.

Liquid lens based on MEMS Liquid pump The technology is based on a liquid cell (lens) and a MEMS actuator that is pumping/moving the liquid from the periphery of the lens towards the the center area. By applying a voltage to the MEMS actuator, the liquid is pushing on the transparent membrane which is creating the lensing effect. This technology has been created by Wavelens SA. The technology may look very similar to the one of poLight, but it is based on very different principle of actuation and is based on liquid which is making the technology more difficult towards thermal stability and reliability while the high speed performances is questionable since it requires the liquid to move. There are currently very little available information related to this technology.

Liquid or polymer lens and VCM-like actuator This technology is based on liquid or polymer cell (lens) and a classical mechanical actuator (like VCM) that is bending one or both transparent membranes that are used to encapsulate the liquid/polymer. By applying voltage or current to the actuator the membrane is deforming and creating the lensing effect. This technology has been promoted by Optotune AG. The technology is combining a kind of VCM technology and liquid/polymer lens which by nature will suffer of low thermal stability and most likely reliability issues, while the high speed performances will most likley not be achieved since it will be limited by the VCM speed. The company has entered in low volume markets like scientific equipment as well has some industrial market, but not entered the mobile phone market.

Other technologies There are other technologies that are still under development/have been promoted, but are are viewed less relevant at the moment and therefore not described in this Prospectus. Those technologies are usually based on similar technologies bricks that the one mentioned above like DOC, Sheba Microsystem, MEMS drive that are associated to MEMS technologies mimicking VCM solution. Lens Vector is based on liquid crystal technology, but performance has not been matching the requirements for high image quality and fast camera module applications. Lens Vector has apparently refocused on market that are more suitable for the technology, like lightening application.
Redigert 21.10.2021 kl 19:28 Du må logge inn for å svare
Kraamz
10.10.2021 kl 10:02 24818

8.

__Markedsanalyse:__
(Utdrag fra Q Press)


Smartphone & wearable Augmented Reality (AR) Other
• Large addressable market,
billions of cameras produced for
the each year • 1,5 billion phones/year (1 front
cam + 3 (in average) back cam) ->
6 billion cam/year • Potential addressable market for
TLens/poLight technology :
1 front cam + 1 back cam –> 3
billion/year • Focus on camera functionality
increasing
• Augmented reality expected to
be “the next big thing”
• AR glasses will be firstly be
deployed for professional use
cases and gradually become a
consumer device
• New opportunities emerging
and may represent significant
potential • Video conferencing and
endoscope are some recent
examples of new opportunities
for poLight technology
Barcode/industrial
• Evolving from 1D laser to 2D
imaging barcode readers • Lasers replaced by camera
systems. Autofocus will improve
efficiency in scanning and
portfolio
• Barcode technology spreading
to new industries
• OEM scan engine vendors today
are increasingly looking towards
enabling machine vision
capabilities on current offerings


__GUIDING__

Revenue ambition of
USD 100m at a targeted EBITDA-margin
around 20% in 2025
Revenue from non smartphone covering
a substantial part of total opex


Næringskjeden:(slik jeg ser den)

Steg 1.

TLENS:
1. Polight lager Polymer linsen
2.. STM lager Piezofilm(musklene som former linsen)
3. THEIL og Mitsubishi setter sammen modulen
4. PoLight kvalitetssikrer det sammensatte produktet med final testmachine(evt får hjelp av optofidelity)


Steg 2.

Distrubisjon:
1. Edomtech(eller annet selskap) distribuerer PoLights Tlens videre til Cameramodulesuppliere eller andre kunder med egen løsning.

Steg 3.

Kameramodul levrandør(CM):
1. Finner en løsning de vil ta i bruk Tlens, eksempelvis Add-in,Bakkamera. Dette blir gjort enten på egen hånd eller ilag med OEM(ønsket løsning som eks Add-in)
2. Kameramodule er ferdigstilt/tildels ferdigstilt og markedsføres mot OEMs

Steg 4.

OEM:
1. OEM starter prosjekt ilag med CM om en kameramodul som skal i en smartphone,AR brille,Klokke,Webcam etc (prototyper lages)
2. OEM finner eksakt model med ønsket oppsett og starter prosjekt med CM om denne løsningen(forbedringer gjøres fortløpende).
3. OEM er fornøyd med løsningen og prosjektet og designet er låst(DESIGN IN)
4. OEM Sender bestilling til CM slik at CM sender bestilling til PoLight
5. OEM Showcaser/lanserer ny model med Tlens(DESIGNWIN)
6. Etterbestillinger kommer(forhåpentligvis)
7. OEM kan også velge å kjøpe SDK fra eksempelvis Wooptix for full utnyttelse av Tlens sine fordeler som eksempelvis 3D,Bokeh,depth map etc.(hvor dette blir foretatt i rekkefølgen er jeg litt usikker på)


VIKTIG!

Økende satsing fra CM-er(kameramodul-levrandører) ER VELDIG lovende!

En kameramodul levrandør leverer ofte til mange forskjellige OEMs å da snakker vi ikke bare om smartphone, vi kan faktisk tenke oss at disse står for kameraløsninger til alt fra A til Å, det som er så bra med dette er at når vi ser et patent med Tlens hos en CM kan dette med sikkerhet brukes i en hel del forskjellige segmenter, eksempel på dette er som Øyvind har sakt: Add-in er også veldig relevant for smartwatch men også AR.

Det jeg ønsker å poengtere her er at når vi ser SOLEKLARE patenter hvor nedsider ved VCM vs Tlens trekkes frem, alt fra kost til speed, så er det meget lovende at SÅ mange KEY PLAYERS, patenterer disse med DIREKTE kobling til PoLights Tlens.

En annen ting er dette med at de ser verdien av teknologien at denne har potensiale for mange aplikasjoner

Eksempler på Soleklare spillere hvor Tlens nevnes her er:
(INGEN TVIL i patent)

O-Film
Q-Tech -- (Nevnt T-lens for smal front facing cam i q rap)
Truly Opto
Zet Liaoning
Ts-precision

Eksempler på sansynlige spillere er:

Sunny Optical -- (Nevnt T-lens for smal front facing cam i q rap)
Largan
LG Innotek

Redigert 21.10.2021 kl 20:27 Du må logge inn for å svare
Kraamz
10.10.2021 kl 10:40 24755

10.

Hvorfor ikke gjennombruddet før?

https://www.sintef.no/siste-nytt/2018/sintef-knoppskuddet-polight-borsnoteres/

https://earthsky.org/human-world/the-worlds-smallest-autofocus-lens-mimics-the-human-eye/

https://www.tu.no/artikler/har-levert-unik-linseteknologi-til-fire-mobilprodusenter-vi-er-veldig-naer-noe-stort/431782


https://www.vestviken24.no/vv24naringsliv/har-kameralinse-til-test-hos-verdens-storste-mobilprodusenter/s/5-83-31643


Det finnes flere artikler om dette gjennombruddet som har latt vente på seg.

Vi stilte spørsmål om dette, hvorfor ikke før? Dette ved en av Kvartalsrapportene, der fikk vi et svar om at det ble problematisk med holdbarheten under ekstreme forhold ved stresstest som Droptest og Tumbletest.

I slutten av 2018 fant PoLight ut hvordan de skulle styrke linsen og fikk dermed en godkjenning etter å ha bestått de tøffe testene oppimot forbrukerteknologi.

Vi så i 2020 at første produkt ble lansert(klokke for barn) disse har fått kjempebra tilbakemelding og har banet veien videre for PoLight!

I dag er det massevis av intressenter og prosjektpipelinen øker ved hver kvartalspressantasjon.
Trenden ser veldig god ut og selskapet har dannet et stort nettverk de årene de har holdt på, det er derfor no lagt et flott grunnlag for introduksjon i mange segmenter, noe vi ser starten på no.

Det er ganske sansynlig at vi ser 3 - 4 nye segmenter Ila neste år, hvor Smartphone vil være den store jokeren.
Redigert 15.12.2021 kl 21:21 Du må logge inn for å svare
kruna
11.10.2021 kl 12:22 23844

Hvorfor dette maset
Placeholder-

for meg som uvitende, oppfattes det som spam??
Foksen
11.10.2021 kl 12:54 23806

Tro at Trådstarter bare "sikrer" seg plass til flere opplysende innlegg siden det ikke er ubegrenset plass til tekst øverst :-)
Kraamz
11.10.2021 kl 13:34 23749

Det er som Foksen skriver her, Jeg ønsket å sikre meg nok plass☺️ Innleggene kan ikke overgå enn viss størrelse og har derfor valgt å legge til i flere omganger👍
tunktee
11.10.2021 kl 21:37 23527

Det var en vanvittig grundig gjennomgang, takk for at du tar deg tid Kraamz!

Var litt uklart for meg med alle patentene, er alle disse kunder av Polight eller er det konkurrerende patenter?

Skal lese innleggene dine med stor interesse og mer nøyaktighet en annen dag.
Har nylig blitt aksjonær, uten å egentlig lese meg godt nok opp på selskapet. (Emisjonen)
Setter pris på oppsummeringer som er lettere å begripe og fange opp enn å lese mangfoldige historiske kvartalsrapporter.
Kraamz
11.10.2021 kl 21:47 23505

Takk for det og velkommen med☺️

Patentene er for potensielle kunder, de bruker patenter for å beskytte egne løsninger for å ha frihet til å bruke en løsning de har sett for seg kan bli gode🙂

Det er noen patenter som er direkte koblet mot Polight og deres Tlens men andre kan være ganske så brede, hvor de legger flere teknologier som potensielle komponenter i en løsning🙂

Masse spennende som skjer for tiden☺️
Kraamz
23.10.2021 kl 14:03 20490

Etter totale Emisjons innskudd, sitter selskapet no på ca 173 millioner om vi tar høyde for at selskapet har brukt 20 millioner det siste kvartalet.

Dette er et ca estimat og kan være påvirket i stor grad utifra aktivitet i selskapet, noe som er ytret er høyt(Ref intervju med CEO i Gjengangeren).

4 børsdager igjen før neste oppdatering på hvor høy aktivitet det faktisk er. Spennende tid for PoLight!🙂
Kraamz
23.10.2021 kl 17:52 20369

Flott referanse til Tlens dette! Delt av Snekker🙂

https://studydroid.com/best-tiny-camera/#comparison-table
Kraamz
10.11.2021 kl 19:50 17770

Flott gjennomgang av AR bruk!

Her ser man blant annet en flott oversikt på noen av de viktige aktørene i dette økosystemet, som bruker MYE penger på å ta markedsandeler i dette nye store!

Kjekt å se Hololens 3 som antatt 2022 produkt☺️👌( passer bra med timeline til PoLight og ikke minst med patent fra Microsoft hvor Tlens nevnes)🙂
https://m.youtube.com/watch?v=bdPfExu9EDM
Kraamz
10.11.2021 kl 20:14 17768

Nytt Add-In design patent fra O-Film subsidie:

(Dårlig med plass i hoved innlegg så plasseres her)


Applicants
江西晶超光学有限公司
Inventors
刘彬彬; 邹海荣; 李明
Classifications
IPC
G02B13/00; G02B13/18; G02B15/04;
Priorities
CN202110741452A·2021-06-30
Application
CN202110741452A·2021-06-30
Publication
CN113534409A·2021-10-22
Published as
CN113534409A

Noen fine utdrag:


Zoom optisk system, bildemodul og elektronisk utstyr Abstrakt Oppfinnelsen vedrører et optisk zoomsystem, en bildefangstmodul og elektronisk utstyr. Det optiske zoomsystemet inkluderer en første linse med positiv brytningsstyrke, og objektsideoverflaten er konveks; en andre linse med negativ brytningsstyrke, og bildesideoverflaten er konkav; en tredje linse med positiv brytningsstyrke; og minst en linse med brytningskraft; Den inkluderer også et zoomobjektiv. Zoomlinsen er plassert på objektsiden av den første linsen, eller mellom to av de første linsene, den andre linsen og den tredje linsen; den siste linsen har et bøyningspunkt, som tilfredsstiller: 0,7≤( |SAGL1|+|SAGL2|)/CTL≤5; SAGL1 er den sagittale høyden ved den maksimale effektive blenderåpningen på objektsiden til den siste linsen, SAGL2 er den sagittale høyden ved den maksimale effektive blenderåpningen til bildesiden av den siste linsen, og CTL er den sagittale høyden ved den maksimale effektive blenderåpningen til den siste linsen. Tykkelsen på skaftet. Det ovennevnte optiske zoomsystemet kan realisere automatisk fokusering og har god bildekvalitet.

In addition, the zoom lens is used in the zoom optical system to achieve the zoom function. Compared with the traditional setting of driving the motor to drive the lens to achieve zooming, the zoom lens has less power consumption, small size, fast focusing speed, and focusing range. Large, no need to set up moving mechanical parts, strong shock and shock resistance. Conducive to the slim design of the zoom optical system.

The last lens of the zoom optical system has a reflex point, which makes the refractive power distribution of the last lens in the vertical axis direction more reasonable, which is beneficial to correct the distortion and curvature of field generated by each lens on the object side and improve the imaging quality of the zoom optical system. With the above-mentioned refractive power and surface characteristics, and when the above-mentioned conditional expressions are satisfied at the same time, the sagittal height and thickness of the last lens of the zoom optical system can be reasonably configured, so that the last lens is not too thin or too thick, and the last lens is vertical. The configuration of the refractive power in the axial direction is also more reasonable, which helps to reduce the incident angle of the light on the imaging surface, thereby reducing the sensitivity of the zoom optical system.

In some embodiments, the zoom optical system 100 further includes a zoom lens L7. The zoom lens L7 is arranged on the object side of the first lens L1, or arranged on any of the first lens L1, the second lens L2, and the third lens L3. Between two lenses. For example, in the embodiment shown in FIG. 1, the zoom lens L7 is provided on the object side of the first lens L1. Specifically, the zoom lens L7 may be a lens capable of realizing an automatic zoom function, such as a Tlens or a liquid lens. In the embodiment shown in FIG. 1, the zoom lens L7 is Tlens. The zoom lens L7 includes a glass substrate layer 10, a polymer layer 20, and a piezoelectric film layer 30 along the optical axis 110 from the object side to the image side. Changing the voltage applied to the piezoelectric film layer 30 can deform the piezoelectric film layer 30 to change the effective focal length of the zoom lens L7, thereby realizing an automatic zoom function. The zoom lens L7 is used in the zoom optical system 100 to achieve the zoom function. Compared with the traditional setting of driving the motor to drive the lens to achieve zooming, the zoom lens L7 has a small volume, which is beneficial to the slim design of the zoom optical system 100. ; At the same time, it also has the advantages of low power consumption, fast focusing speed, large focusing range, and does not need to set up moving mechanical parts, and has strong shock and impact resistance.


https://worldwide.espacenet.com/patent/search/family/078097453/publication/CN113534409A?q=Tlens
Kraamz
17.11.2021 kl 18:42 16907

Enda et patent fra subsidieselskapet til Ofilm☺️

Add-in med smal nose🙂

Applicants
江西晶浩光学有限公司
Inventors
李巍; 吴军; 龚美茹
Classifications
IPC
G02B7/02; G02B7/08; H04N5/225;
Priorities
CN202111120172A·2021-09-24
Application
CN202111120172A·2021-09-24
Publication
CN113568127A·2021-10-29
Published as
CN113568127A


Technical field

The present invention relates to the field of lens technology, in particular to a camera module, an assembly method thereof, and electronic equipment.

Background technique

In the related art, in order to improve the focusing ability of the camera module, a T-lens (Tuneable lens) is added to the camera module, and the adjustable lens is deformed by means of electrification, so as to realize the focusing function.

However, in the related art camera module, the electrical connection circuit of the adjustable lens is relatively complicated, and the assembly process of the camera module is relatively difficult.

Summary of the invention

The embodiment of the present invention discloses a camera module, an assembly method thereof, and electronic equipment. The electrical connection line of the adjustable lens is relatively simple, and the assembly process of the camera module is less difficult.

In a first aspect, an embodiment of the present invention discloses a camera module, which includes a substrate, a photosensitive element, a first mirror group, a second mirror group, an adjustable lens, and a metal circuit layer. The photosensitive element is disposed on the On the substrate, the first lens group includes a first lens barrel and a first lens group mounted on the first lens barrel. The first lens barrel is provided on the substrate, and the image of the first lens barrel is The side end faces the photosensitive element, the end surface of the object side end of the first lens barrel is provided with a first accommodating groove, and the second lens group includes a second lens barrel and a second lens barrel installed in the second lens barrel. Two lens groups, the second lens barrel is arranged at the object side end of the first lens barrel, the adjustable lens is arranged at the first receiving groove, and the metal circuit layer is formed on the first lens barrel The metal circuit layer is electrically connected to the adjustable lens and the substrate.


In this embodiment, a metal circuit layer is formed on the surface of the first lens barrel by laser direct structuring technology, which can reduce costs, and the metal circuit layer has high stability and a small overall volume, which can effectively reduce the overall volume of the camera module. , Which is conducive to the application of miniaturization, light and thin electronic equipment.

As an optional implementation manner, in the embodiment of the present invention, the surface roughness of the metal circuit layer is less than or equal to 1.6 μm.

As an optional implementation, in the embodiment of the present invention, the width of the notch is d2, 0.5mm≤d2≤2mm, and the width of the third adhesive medium is d3, 1mm≤d3≤3mm.

In this embodiment, the first lens barrel 121 is provided through the substrate 10, the second lens barrel 131 is provided at the object side end of the first lens barrel 121, and the adjustable lens 14 is provided by the first receiving groove 121a of the first lens barrel 121, so that The adjustable lens 14 is located between the first lens group 12 and the second lens group 13 to realize the central placement of the adjustable lens 14 in the camera module 100. It is understandable that, compared with the front design of the adjustable lens 14 in the camera module 100 in the related art (the adjustable lens 14 is the lens group closest to the object side in the camera module 100), this embodiment adopts The design of the central position of the adjustable lens 14 has many beneficial effects. On the one hand, the lens group closest to the object side in the camera module 100 is the second lens group 13. In this case, the second lens group 13 can use a small head lens to reduce the size of the camera module. The overall size of 100 especially enables the camera module 100 to be used as a front camera of an electronic device.

https://worldwide.espacenet.com/patent/search/family/078174292/publication/CN113568127A?q=T-lens%2A
Redigert 17.11.2021 kl 22:20 Du må logge inn for å svare
Kraamz
22.11.2021 kl 12:25 16348

Kjekt at det sansynligvis er Oppo,Vivo og Oneplus vi får se med Add-in Tlens® i H2 2022 ☺️

Ny markedsoversikt:


https://www.electronicsweekly.com/news/business/2022-smartphone-production-back-pre-pandemic-levels-2021-11/


Kraamz
22.11.2021 kl 18:04 16122

Intressant patent funnet av Aandal Vanger☺️


in some examples, the acquisition shot 2 is LARGAN60023a12 shot; the photosensitive chip adopts a COMS photosensitive chip of SONYI MX 563;
the focusing lens 3 can adopt TLENS (total moving Picture experts group) PAF.19.P02 produced by POLI GHT company, the focusing lens 3 adopts a pressure-sensitive film for focusing, the focusing lens has the characteristics of high automatic focusing speed and small volume, the focusing lens 3 can finish focusing under the condition that the focusing unit is not started, and the focusing lens 3 can improve the focusing effect of the camera head module in the application.

https://patents.google.com/patent/CN214675347U/en?q=%22TLens%22&oq=%22TLens%22&sort=new



Veldig spennende at så mange sikter direkte til Tlens !

Jingwei Optical Technology (Suzhou) Co., Ltd. er lokalisert i Kangyang Road, Panyang Industrial Park, Huangdai Town, Xiangcheng District, Suzhou City. Det dekker et område på 20 dekar, med et verkstedområde på 20 000 kvadratmeter og en registrert kapital på 30 millioner yuan.

Jingwei Optical Technology (Suzhou) Co., Ltd. er en høyteknologisk bedrift som spesialiserer seg på FoU og produksjon av miniatyrkameramoduler. For mange år siden stolte selskapets beslutningstakere på sin skarpe markedssans for å utvikle seg fra tradisjonelle mobiltelefon- og brikkeemballasje- og testfelt til bilindustrien, sikkerhetsovervåking, smartkontor, smarthus og andre felt. Nå har de masseprodusert en antall bilkameraer, høyhastighetskameraer, smart ringeklokkekamera, avstandskamera og andre produkter.


Selskapet har et lederteam av høy kvalitet, gode forsknings- og utviklingsforhold, avansert produksjons- og testutstyr, strengt kvalitetssikringssystem og fleksibel og effektiv styringsmekanisme.Bedriften har oppnådd TS16949-sertifikat.

Jingwei Optics vil følge bedriftskulturen med "integritet, praktisk, innovasjon og vinn-vinn", og forretningsfilosofien om "ledende teknologi, ledende kvalitet, ledende service og ledende kostnader", våge å drømme, våge å gå først, være jordnær, fortsette å forbedre oss og oppnå økonomiske og sosiale fordeler. I fremtiden vil vi fortsette å vie oss til forskning og utvikling av ny teknologi, gi kundene høykvalitetsprodukter og utmerkede tjenester, og lede utvikling av verdens kameramodulindustri.
Kraamz
22.11.2021 kl 18:23 16090

Enda et funn delt av Aandal Vanger👍

3 patentet fra Ofilm subsidiet☺️

Applicants
江西晶超光学有限公司
Inventors
刘彬彬; 邹海荣; 李明
Classifications
IPC
G02B13/00; G02B13/18; G02B15/04;
Priorities
CN202110741452A·2021-06-30
Application
CN202110741452A·2021-06-30
Publication
CN113534409A·2021-10-22
Published as
CN113534409A


Norsk biografi oversettelse☺️

Zoom optisk system, bildemodul og elektronisk utstyr Abstrakt Oppfinnelsen vedrører et optisk zoomsystem, en bildefangstmodul og elektronisk utstyr. Det optiske zoomsystemet inkluderer en første linse med positiv brytningsstyrke, og objektsideoverflaten er konveks; en andre linse med negativ brytningsstyrke, og bildesideoverflaten er konkav; en tredje linse med positiv brytningsstyrke; og minst en linse med brytningskraft; Den inkluderer også et zoomobjektiv. Zoomlinsen er plassert på objektsiden av den første linsen, eller mellom to av de første linsene, den andre linsen og den tredje linsen; den siste linsen har et bøyningspunkt, som tilfredsstiller: 0,7≤( |SAGL1|+|SAGL2|)/CTL≤5; SAGL1 er den sagittale høyden ved den maksimale effektive blenderåpningen på objektsiden til den siste linsen, SAGL2 er den sagittale høyden ved den maksimale effektive blenderåpningen til bildesiden av den siste linsen, og CTL er den sagittale høyden ved den maksimale effektive blenderåpningen til den siste linsen. Tykkelsen på skaftet. Det ovennevnte optiske zoomsystemet kan realisere automatisk fokusering og har god bildekvalitet.

In some embodiments, the zoom optical system 100 further includes a zoom lens L7. The zoom lens L7 is arranged on the object side of the first lens L1, or arranged on any of the first lens L1, the second lens L2, and the third lens L3. Between two lenses. For example, in the embodiment shown in FIG. 1, the zoom lens L7 is provided on the object side of the first lens L1. Specifically, the zoom lens L7 may be a lens capable of realizing an automatic zoom function, such as a Tlens or a liquid lens. In the embodiment shown in FIG. 1, the zoom lens L7 is Tlens. The zoom lens L7 includes a glass substrate layer 10, a polymer layer 20, and a piezoelectric film layer 30 along the optical axis 110 from the object side to the image side. Changing the voltage applied to the piezoelectric film layer 30 can deform the piezoelectric film layer 30 to change the effective focal length of the zoom lens L7, thereby realizing an automatic zoom function. The zoom lens L7 is used in the zoom optical system 100 to achieve the zoom function. Compared with the traditional setting of driving the motor to drive the lens to achieve zooming, the zoom lens L7 has a small volume, which is beneficial to the slim design of the zoom optical system 100. ; At the same time, it also has the advantages of low power consumption, fast focusing speed, large focusing range, and does not need to set up moving mechanical parts, and has strong shock and impact resistance.

https://worldwide.espacenet.com/patent/search/family/078097453/publication/CN113534409A?q=CN113534409A
Redigert 22.11.2021 kl 18:25 Du må logge inn for å svare
Kraamz
22.11.2021 kl 20:08 15971

Microsoft patent har fått grant i US!

Her nevnes og illustreres flere linseteknologier men det er bare PoLight som nevnes med navn🙂


0045] FIGS. 12, 13, and 14 show operations of a first illustrative tunable lens 1200 that utilizes a thin bendable translucent glass membrane 1205 and piezo elements 1210 and 1212 that are disposed thereon. Tunable lenses having a similar configuration to that shown in FIG. 12 are commercially available under the trademark poLight TLens®. A polymer cushion 1215 is located between the membrane 1205 and a translucent glass support 1220 . The piezo elements on the membrane are arranged to spherically deform the polymer cushion when a voltage is applied.

[0046] As shown in FIG. 12, when no voltage is applied to the piezo elements 1210 and 1212 , the lens is in standby mode, and no force is applied to the membrane 1205 . Light rays thus pass through the lens 1200 without alteration. For example, collimated light 1225 incident on the entry side of the lens 1200 remains collimated light 1230 at the lens exit. When a voltage from a suitable control signal is applied to the piezo elements 1210 and 1212 , the elements function as an actuator to bend the thin glass membrane into a lens shape. Application of higher voltages at the piezo elements cause increased bending of the membrane. Thus, increased optical power is implemented in the tunable lens 1200 with a corresponding change in focal points 1305 and 1405 , as respectively shown in FIGS. 13 and 14.

https://worldwide.espacenet.com/patent/search/family/068464599/publication/US11131852B2?q=US%2011131852%20B2
Redigert 22.11.2021 kl 20:08 Du må logge inn for å svare
Kraamz
23.11.2021 kl 14:08 15543

Delt av RNJG fra Shareville🙂

Sunny Optical

Med Tlens patent(helt nytt)
Det er her helt tydelig at det er Tlens på bildet her🙂


https://worldwide.espacenet.com/patent/search/family/078484591/publication/CN214669832U?q=CN214669832U
Kraamz
30.11.2021 kl 08:19 14958

Ble gjort obs på denne av Happi67 ☺️👍

Kjekt at T-Lens blir nevnt i trendsammenheng av så mange forskjellige referanser☺️

Legg merke til bildet her hvor trend vises:

https://www.gizmochina.com/2021/11/29/tecno-unveils-innovative-imaging-technology-will-allow-users-to-take-studio-quality-photos/
Kraamz
01.12.2021 kl 11:33 14710

Utrolig symbolsk verdi med første steget inn i det nye store! ☺️

poLight ASA – design-win confirmation from first Augmented Reality customer
Horten, 1 December 2021 - poLight ASA (OSE: PLT) today announced that the company has received confirmation, and first mass production purchase order, related to an Augmented Reality (AR) product from an unnamed customer. The value of the first purchase order is approximately NOK 360.000 and is expected to be delivered within early second quarter 2022. Customer’s AR product launch is planned to be in the first half year of 2022.

“The Augmented Reality (AR) market is entering a very important phase, and we expect to see several companies releasing new AR products in the coming years. The use cases for most of the initial customer cases are related to the professional/enterprise market and hence the initial volumes are relatively low. However, it is expected that over time that AR devices will address the consumer market and hence demands will increase significantly. This first design-win marks an important and exciting milestone for our company. The actual launch of our customer’s product remains to be seen and until then there will always be some risk for unexpected changes“, said Dr. Øyvind Isaksen, CEO of poLight ASA.
tunktee
01.12.2021 kl 13:43 14550

Kult!

Enn så lenge er størrelsen på ordren neglisjerbar, men markedets reaksjon antyder at dette er en milepel.

Takker for nyttig info fra noen deltagere her, og lurer på om det er noen av dere som har grunnlag for å antyde noe tall?
Tenker da spesielt på potensielt salgsvolum for T-Lens og hvilen enhetspris linsen vil ha innenfor de forskjellige segmentene.

For øyeblikket er det svært vanskelig å vurdere verdien av selskapet i mangel på fremtidige estimater, og investeringen for egen del er mest basert på hvordan markedet har priset selskapet og hvordan visse mål og milepeler innfris.
I tillegg vil jeg forsøke å estimere når selskapet en gang kan nå break-even og/eller drive med positiv kontantstrøm.
Redigert 01.12.2021 kl 13:44 Du må logge inn for å svare
Foksen
01.12.2021 kl 14:43 14503

Hei - Du befinner deg i den mest informative tråden som finnes om TLens! Bare scroll til topp og les alt om patenter, trender og markedsanalyser/forventninger. Du må pusse brillene godt da for Kramzz har gjort en helt fenomenal jobb med å samle alt!
Bottom Line er at TLens kommer til å få veldig gode markedsandeler i forskjellige segmenter. Pris pr linse er Volumavhengig. Med 10 millione aksjer i selskapet skal det ikke så mye til før det blir stoore penger av det! Og litt for syns skyld: poLight er allerede en stor suksess med de segmentene vi allerede er inne i! Så lesles og kjøpkjøp :-)
tunktee
01.12.2021 kl 16:16 14410

😀
Og setter stor pris på det!
Har både lest og kjøpt. Kursen fikk plutselig vinger mens jeg vektet opp på rundt 116, og måtte kontakte megler for at de skulle gjøre mer systematiske kjøp.

Med den infoen jeg har lest er det umulig å beregne en iboende verdi av selskapet.
Analyser må derfor gjøres utelukkende på antagelser og potensiale. Skulle så gjerne hatt noen tall å henge på knaggen.
Hva vil f.eks årsomsetningen til selskapet bli dersom absolutt alle brikker faller på plass og T-lens blir dominerende innenfor relevante segmenter?
Gir det en potensiell 5,10 eller 20-gang på dagens kurs?
(Påstander om kurs 6000 uten noen form for analyse eller tall er naturligvis verdiløse.)

Uten å ha gjort et grundig arbeid kan jeg kaste ballen i luften om noe.
Q3-tall kan tyde på at R&D-kostnadene har toppet ut, og muligens er fallende.
Samtidig legger jeg til grunn at kostander til markedsføring og operasjon/ledelse vil stige.
Med antagelsen om at disse vasker hverandre, sier jeg at faste kostnader eksklusiv avskrivninger blir 45 mill per år.

Legger videre til grunn en bruttomargin på 50% de første årene. (Denne kan stige betydlig ved stordriftsfordelere eller hvis selskapet får "moat".)
Et regnestykke som over gir en nøytral kontantstrøm ved omsetning på 90 mill p.a. ettersom selskapet ikke har finanskostnader.
På hvilket tidspunkt kan vi nå et slikt delmål?

Ovenstående er bare ment som brain-storming.
Kraamz
01.12.2021 kl 16:53 14383

Det er mange forskjellige tanker rundt dette med riktig prising🙂

Jeg kan anbefalle deg å lese trådene til han her:
Dette er en person som er høyt verdsatt og har bidratt med mange flotte perspektiver🙂

https://www.shareville.no/medlemmer/laosu2018/wall
tunktee
01.12.2021 kl 17:11 14359

Takk, mye spennende refleksjoner fra ham!
Om enn 4 mrd USD høres vilt ut….

Hva skjedde med skribenten?
Kan ikke se at han solgte Polight, men ingen innlegg siden mai….
(jeg har ikke full tilgang til Shareville)
Kraamz
01.12.2021 kl 17:34 14327

Han gikk desverre bort😔
tunktee
01.12.2021 kl 17:46 14305

Trist, vi får ta med visdommen hans videre.
2211
01.12.2021 kl 20:37 14130

Han var ikke en hvilken som helst forum deltager.

https://khrono.no/a/610677
2211
01.12.2021 kl 20:42 14126

Denne mannen var altså topp 10 på aksjonærlisten i Plt