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Coursa's moment of truth and more ?3
Subscribers have been asking, so I'll just comment for everyone:
This morning's Oppo announcement
is a positive, but a fairly minor one. Oppo has grown to the
fourth largest phone maker but it is still does less than a third
of Apple unit sales, and about a fifth of Samsung's. Furthermore,
this is only for 2 specific models. The collaboration may
continue as implied, but EIS is likely a low-margin product, and
might not be paired with a motion chip from InvenSense. The
company will be lucky if this manages to move the needle on the
bottom line at at all.
The media descriptions of Amazon Go today seem to describe a paradigm that would make heavy use of Coursa-like technology. The early 2017 time-line to public access would also fit nicely with the pre-pilot reports that I documented here, and perhaps the indications of interest. I don't know if Amazon is actually using Coursa or not. Obviously, I think the technology has value, but it comes down to a buy versus build decision for clients like Amazon, and I don't know of much other than expertise that might be keeping them from the latter option, and then competing with Coursa. Consequently, if we don't hear official word from management in the first half of 2017, I would consider that silence the death knell for Coursa Retail.
Less immediately, Apple is integrating indoor positioning into its APIs and mapping initiatives. Again, whether or not this will wind up benefiting INVN shareholders is rather a shot in the dark, but if it's going to happen at all, I think it will happen in a matter of months.