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Thursday, December 26, 2013

2014: The Year Of Wearable Cameras

Seeking Alpha's Rob Romero looks at the Wearable space and finds some key players, now is the time he says for "thematic investment" in wearables. If you register at SA you can see the rest.

  • Invensense: It plays a key role in motion sensing in wearable devices. Invensense's MPU-9150 nine-axis inertia sensor is used in Google Glass (link). Key applications such as augmented reality require smart glass to be able to accurately track its position and orientation. As a result, motion sensors are critical to enable that experience.
  • CSR (CSR.LN): CSR's encoder SoC powers the newly launched Garmin VIRB sports camera. (See review here). In addition, as connected wearable devices proliferate, CSR is well positioned as a leader in Bluetooth connectivity solutions.
  • eMagin (EMAN): eMagin is a leader in OLED microdisplays for wearable devices. OLED microdisplays offer better power efficiency, greater contrast ratio, wider viewing angle and operating temperature, and faster response time. As competition in smart glass heats up, display performance will likely be a key differentiator.

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