Landscape with Dreams pt. 2

Chinese Website Outs MicroVision as HoloLens 2 MEMS Laser Display Supplier

Reddit user qlfang has posted this information from a Chinese website

The article and image describes the MEMS Laser Display supply chain for Microsoft's HoloLens 2 product.

LBS Engine Manufacturing Industrial Linkage
For row one, the heading of the arrows reads as follows. 
1) Mems mirror design (MVIS) 
2) Mems mirror manufacture (ST)
3) LBS engine design (MVIS) 
4) LBS engine module manufacture (Goertek) 
5) LBS application user (Microsoft)

LBS's industry leader is Microvision in the United States. This company was founded in 1993 and holds more than 500 patents. In 2012, Microvision released the world's first 720P optical machine module at CES. In 2016, Microvision and STMicroelectronics cooperated to manufacture MEMS micromirrors for STMicroelectronics. In 2017, Microvision cooperated with Gore. Gore created the LBS optical machine module for it and applied it to Sony's miniature laser projectors. In 2018, Microvision released a dual micro mirror optical machine with 2K resolution and 120Hz refresh rate.

Microvision holds a large number of patents, and its optical machine performance has been unmatched for a long time, and it is actually in a monopoly position. According to the analysis of Karl Guttag, the great god of AR technology in the United States, the optical machine technology used by Microsoft HoloLens 2 also comes from Microvision.

Bosch and Microvision had cooperated in the early days, but in the past two years, they have been working on their own to provide complete optical-mechanical solutions. Bosch's product performance is still far from Microvision. For example, Microvision can provide 2K resolution optical machines in 2018, but the highest optical machine resolution that Bosch can provide so far is only 1280 x 600. . But with the rapid growth of the optical machine market demand, Bosch will not turn a blind eye to this cake. Considering that Bosch's size and volume are much larger than Microvision, once it starts to invest in LBS optical machines on a large scale, it will not be ruled out that Bosch and Microvision will go hand in hand.