I read some of Guttag's commentary and Gomes Seeking Alpha Article and my first impulse is go with I was given to understand about the low resolution, QVGA quality of GG but like Kopin HIMAX seems just a little too grasping, a little to eager to associate themselves with the prospect of BEING the one. I don't know, this is pretty high stakes and I don't know if I believe that Google would end of with a "lesser" technology, our boys as usual are Sphinx-like except for the semi-aggravating practice of using the term "Google Glass" on a few occasions to describe a certain type of application that would be congenial for eMagin's displays. I think I know why Paul has a Zeiss Cinemizer in his office, they have said they are ready when Zeiss calls, that scenario could fit any # of devices in development I suppose.
The Guttag blog post referenced by the Seeking Alpha sent the Himax PPS skyrocketing today .
He still contends OLED is in the game. My guess is because he knows it is a viable option.
This post tonight from Guttag on the the Himax Yahoo MB :
"Personally, I doubt that there is a Himax panel in the newer prototype. What I know is that the early prototypes used the Himax panel. I think Google is now using either a transmissive panel or maybe (unlikely) OLED."
Guttag response published on the Seeking Alpha comment section:
Thanks for referencing my blog and your kind words about my expertise, but I would like to correct/comment on a few things in your article and related comments.
As my blog (and other comments) have pointed out, I think it is unlikely that Google is using a Himax LCOS panel in the newer design. I was just pointing out the fact that the old prototype used a Himax panel. Himax's current LCOS site does have the appearance of being "abandoned" with broken pages and missing links.
It is no simple matter to go from reflective LCOS to a transmissive panel as the technologies to form the transistors are radically different. The major technical different that it requires the transistor to be on a glass/clear substrate rather than silicon. There are other companies such as Kopin and Epson and others who are much more established players and are much more likely to be providing transmissive panel than Himax. I don't know what information you got from Himax, but there is a chance that there was a communication error.
Himax has sold their color filter LCOS panels into products sold in China and/or India for several years. So selling 20K in a quarter would not necessarily indicate a build up for Google Glass.
Additionally as my blog points out, I am more than a little skeptical that any head mount display, including Google Glass, is ready for "prime time" high volume sales any time soon. Just because a lot of companies are looking at and researching something does not mean that it is about to happen in high volume. Head mount displays while solving some problems, have a hole host of issues that have I have yet to be convince have been solved.
The HIMAX in the prototype is clearly too big. I believe Guttag even pointed this out in his blog . The Seeking Alpha article overlooks this. There is obviously some element of pump & dump here as evidenced by HIMAX almost $.70 down from todays high.
What is clear is that Google is aware and looking at all alternatives as can be seen in their patents.
While I think it would be nice to be the first in GG , it wouldn't be good for margins . I think we will continue a top down strategy gaining market share as we go. This is what has kept us alive .