GigantiCo From Apple to OSRAM; From Displays to Devices: a Pre-CES Year-End Review of Smart Glasses. DateThursday, January 2, 2020 at 9:45PM

“This is a 2019 end-of-year overview / Pre CES 2020 roundup of the smartglasses industry. We start with Apple supplier AMS’s acquisition of OSRAM that closed in December and look at OSRAM’s assets specifically in the context of AMS as an Apple supplier. Given OSRAM’s recent breakthrough in pico-laser technology, we take a deep-dive into the near-eye optics display market, specifically regarding laser illuminated waveguides. We then explore how OSRAM’s laser-tech may already have impacted Apple’s product strategy around Smart Glasses. We then explore other business developments inside Apple leading to a push-back on their rumored product launch date.

We also look at the movement of talent within the smartglasses industry specific to those with experience using laser driven light engines. We then examine how Apple’s decisions have reshaped the opportunities in the smartglasses market, with an eye to CES 2020.”

http://www.giganti.co/SmartGlassesEOYroundup