Google Glass display output ramping, Microsoft clone might arrive


After meeting with Google Glass (GOOG) LCOS microdisplay supplier Himax (HIMX +5.3%), Chardan's Jay Srivatsa reports Google has prompted Himax to ramp production, and thinks Glass will see a full commercial launch in Q1 2014. He adds Google might launch more than one Glass model, to cater to those needing prescription glasses.

Srivasta believes Himax has already raised microdisplay production to 500K units/month from a prior 200K/month, and is set to produce 850K/month by the end of Q1.

Pricing for a commercial version of Glass remains a mystery. The developer edition was sold earlier this year for $1,500. Google has said it doesn't plan to run ads on Glass, and wants to profit from hardware sales.

Himax also told Srivasta it's in the "early stages of ramping [microdisplay] production for another company," which the analyst believes is Microsoft (MSFT -2.5%). Himax thinks the company's product could launch in mid-2014.

Meanwhile, TechCrunch reports Microsoft might spend up to $200M to buy wearable computing patents and assets from military contractor Osterhout Design. Osterhout has worked on head-mounted displays in the past, among many other products.

Yesterday, Oppenheimer reported Himax is seeing "significant" interest in its microdisplays from other firms in the wake of the Google deal. Himax shares are making new highs again today.

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Comments (9)
  • Jasper85
    , contributor
    Comments (436) | Send Message
     
    If your company is making the new goodie from Google as well as Microsoft, you're doing well.

     

    -Long
    20 Sep 2013, 01:41 PM Reply Like
  • Gallowyn
    , contributor
    Comments (30) | Send Message
     
    Giving me high hopes for this stock over the next few months.
    20 Sep 2013, 01:54 PM Reply Like
  • Dividend Surfer
    , contributor
    Comments (49) | Send Message
     
    So should we buy more at this price?
    20 Sep 2013, 02:06 PM Reply Like
  • Randal James
    , contributor
    Comments (4415) | Send Message
     
    Tough to know. I see mixed reviews for Google Glass by users. Some believe it is wonderful look at all the cool features while others find it distracting or even annoying if used for 20+ minutes.

     

    But would you have to use it all the time? Maybe just in must-have bursts? If incorporated into standard glasses with a handy on/off, that might make perfect sense. [Wish I had a pair for my high school trig exam.]

     

    Others see broader use in other wearable devices, so even if the G Glass isn't more than a single or double, there is plenty of room for a pinch hitter to come in to advance the runner. I would (will) keep a close eye on the news from Google.

     

    I've heard (wink, wink; nose growing like pinocchio) that it has a radio frequency that cause iPhone devices to switch language preferences from, say, English to German. Also that it makes search query scroll past the original target. A hunt for pizza restaurants will skip through the 'pi's' to Plants and Landscaping Contractors. If true, it would almost be worth owning one just to see the look of bafflement on an iPhone user's face.
    20 Sep 2013, 02:29 PM Reply Like
  • ispank
    , contributor
    Comments (1115) | Send Message
     
    Google should stick with the search engine instead of all over million-places, and those Google Glasses, Driverless cars, Improving health long life Span whit the purpose of making noise so GOOG not tanking, I supposed.
    20 Sep 2013, 02:54 PM Reply Like
  • Jasper85
    , contributor
    Comments (436) | Send Message
     
    It's called innovation :)
    20 Sep 2013, 02:59 PM Reply Like
  • a1shot
    , contributor
    Comments (320) | Send Message
     
    Dont mix things - Glass is Google product, and it is already in production anyway. The mass acceptance is yet to come after 2014. But look what we have here - a possibility that Himax is so tied with orders, it does 4 times its production. That means a possibility of 2-4 times increase in income -> is a huge pressure on next earnings report, maybe 2 next earnings report dates. For long term there may be a question...but for short term, this is such a good piece of news. Hope mr. Market wont miss this one and pick it up, especially as tapering has been delayed to December.
    20 Sep 2013, 03:34 PM Reply Like
  • JC_B
    , contributor
    Comments (46) | Send Message
     
    My guess is that Google Glass will be fairly wimpy... at first. But this is a nice concept, and I love the potential. It just needs more horsepower and bandwidth.
    20 Sep 2013, 04:10 PM Reply Like
  • Xwords59
    , contributor
    Comments (16) | Send Message
     
    I heard an interesting review where the reporter said that Glass would see good traction for business uses - doctors in surgery, mechanics working on a car, etc. Glass is a good product, but as mentioned above, right now it is a single or double - not bad, but not something that turns the world upside down.
    21 Sep 2013, 10:38 AM Reply Like
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