Google Glass display output ramping, Microsoft clone might arrive • 1:36 PM
- 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, so as 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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