Grupp: Huvudforum

Fingerprint Samsung

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2013-11-12 18:27:25

http://www.streetinsider.com/Analyst+Comments/Synaptics+(SYNA)+Wins+Touch+Controller+and+Fingerprint+Sensor+in+Galaxy+S5+-+Needham+%26+Company/8871834.html

?????

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2013-11-12 18:34:22

Vad säger JC om detta?

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2013-11-12 18:38:17

http://www.marketwatch.com/investing/Stock/SYNA

Dålig effekt på aktien efter spekulation analysen

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2013-11-12 18:51:35
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37
Gilla!
2013-11-12 19:21:37

Det står likely Synaptic, och att man väljer leverantörer nu till Galaxy 5S som skall lanserad i maj månad. Samtidigt så visar din andra länk att Galaxy 5S skall lanserad i februari samtidigt med HTC m8.

Det är vilda spekulationer...

M,

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Gilla!
2013-11-12 19:25:32

Det som talar emot ryktet är att Validity såldes billigt och till och med delbetalningar.

Det som talar för det är bla SYNA kassa som är stark nog att ta hand om stora orders.

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2013-11-12 19:32:38

Teorin kommer från analytiker hos Needham & Company.

http://www.needhamco.com/Home_new.aspx

Bra eller......mindre bra?

mvh

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2013-11-12 19:33:00

Det är väldigt troligt att Synaptics någon gång i framtiden får in Validitys sensorer i någon Samsungprodukt.

Det är inte ett dugg troligt att de redan nu skulle ha gjort Validitys sensor duglig nog åt Samsung. Det skulle innebära att Validity sålde bort sig tokbilligt i onödan när det bara behövdes smärre ändringar/justeringar för att göra sensorn bäst i klassen. Dessutom så lär det väl vara touch som gäller för de stora flaggskeppen....

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2013-11-12 19:45:32

Ja, Validity fick krypa till korset och Synaptic såg sin chans att komma över deras patentportölj.

Just nu pågår ett race utan dess like där alla vill vara med. Riktade nyemissioner, och uppköp avlöser varandra.

Man får en ny medlem i FIDO alliansen varje vecka.

Verkställande direktörer för andra bolag köper aktier i FPC med sina egna privata pengar.

http://www.affarsvarlden.se/hem/nyheter/article3777974.ece

Asien är stort och FPC har positionerat sig inför en minst sagt explosiv marknad.

Design-wins = orders = intäkter = utveckling = fler orders = market leader = expansion (uppköp, patentskydd, marknadsföring m.m...)

När sensorn 1020 får sin första order så kan vi alla luta oss tillbaka och njuta av en ständigt stigande kurs likt den i Arcam.

Må gott!

Martin

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2013-11-12 19:48:04

Vad kommer ALPS göra.

Dom kan ju inte sitta still.

Den saken är säker

Mvh

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2013-11-12 19:56:04

Saxat från Google.co.in

Patents

* Cited by examiner

Referenced by

Citing Patent

Filing date

Publication date

Applicant

Title

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EP1177766A1 19 Jul 2001 6 Feb 2002 L'oreal Method for the acquisition of the image of a non-dermatoglyphic area of the skin or an area of hairs with an acquisition device comprising a non-optical sensor

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* Cited by examiner

Classifications

U.S. Classification 382/124, 361/283.1, 382/312

International Classification G01B7/287, A61B5/117, G06K9/00, G01B7/004

Cooperative Classification G01B7/287, G06K9/0002, A61B5/1172, G01B7/004

European Classification A61B5/117B, G01B7/287, G01B7/004, G06K9/00A1A

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0
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2013-11-12 20:12:21

#9 #10

Såg inga patent av Fingerprint Cards. Varför?

Hur långt kan Alps ha kommit?

Mvh

0
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41
Gilla!
2013-11-12 20:31:47

Jag fick ett e-mail ifrån Johan Carlström om att man av sekretesskäl inte kan svara på frågor rörande de patent som man har köpt, men att det skulle visa sig under 2014.

Jörgen Lanto verkar hålla i denna delen, och han är inte helt borta med vinden...

Alps har en trycksensor....

http://www.alps.com/WebObjects/catalog.woa/J/HTML/Sensor/Piezo/HSPPA/HSPPA_list.html

Vad tror ni?

M.

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4
Gilla!
2013-11-12 20:34:58

10 .

Fornnordisk:):)...

Det var ett långt inlägg:)...............................................

Eller hur? ;) mvh

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6
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2013-11-12 20:48:40

12,13

Jag personligen tror att FING är den enda som kan leverera en Touch 2014.

Tror det är den mest robusta och optimerade för Smartisar utav TIER 1 klass.

Patenten är gamla och undanlagda från de flesta,i alla fall de som kan integreras I en Smartis.

Dom kommer säkert dammas av,om dom har teknisk konstruktion som inte stör ledandes patent.

Men det kan ta tid,speciellt AREA projekt.

Swipe kan nog komma konkurrenter under året.

ALPS måste hitta på saker om SYNA kör.

Den saken är klar.

Jag nämner det igen:

När FING har sin AREA klar kommer det orders och Aktien går bananas.

6,5Usd per sensor är en guldgruva om FING tar 60%

111kr FEB 2014 ending.

0
Ogilla!
2
Gilla!
2013-11-12 20:51:17

Hur som helst

SYNA & ALPS har haft fina resor

http://www.marketwatch.com/investing/Stock/6770?countrycode=JP

http://www.marketwatch.com/investing/Stock/SYNA

Och som ni ser är SYNA ned idag trots NEEDHAM`s Rek

0
Ogilla!
2
Gilla!
2013-11-12 20:54:16

14 Håller på (med) dig!;)....mvh

0
Ogilla!
1
Gilla!
2013-11-12 20:54:41

Kan bli

JC på MC hela 2014

0
Ogilla!
1
Gilla!
2013-11-12 20:55:29

Och vad gör 3M med Cogent då?

0
Ogilla!
7
Gilla!
2013-11-12 20:59:59

Det jag gillar med Needhams senaste är ju att dom kommer med

Estimeringar

REV

EPS

När skall baissande svenska......våga lägga fram estimeringar som JC kan göra Blowout rapporter med?

Fegt att Baissa och inte komma med motestimeringar mot JC prognoser.

Så dåligt av dessa hemliga analytiker samt öppna analytiker.

Mvh

0
Ogilla!
1
Gilla!
2013-11-12 23:18:39

#19

Exakt. Men undrar jag undrar forfarande varför Fpc inte är med på listan i #10.

Mvh

0
Ogilla!
1
Gilla!
2013-11-12 23:22:43

#19

Exakt. Men varför är inte Fpc med på listan i #10?

mvh

0
Ogilla!
39
Gilla!
2013-11-12 23:53:50

Fingerprint Cards äger systempatent (Bo Löfberg-patentet) vilket ger Fingerprint Cards ensamrätt att integrera fingerverifiering i ett kort.

Det finns med i listan.

Inlägget är redigerat av författaren.

0
Ogilla!
1
Gilla!
2013-11-13 17:14:50
0
Ogilla!
1
Gilla!
2013-11-13 18:08:52

#22

Unia, hur menar du där. Är det ett övergripande patent som innebär att Fpc har ensamrätt på sensorer till smarta kort?

Mvh

0
Ogilla!
30
Gilla!
2013-11-13 18:16:13

#24 Vet ej hur man ska tolka det.

Kolla gärna ett väldigt gammalt PM för lite mer info:

http://news.cision.com/se/fingerprint-cards/r/fingerprint-cards-saljer-multi-miljondollarlicens-till-biometric-associates--inc-,c31939

0
Ogilla!
3
Gilla!
2013-11-13 18:21:31

#24

Tack för länken och svar. Jag ska läsa det där men där räcker inte mina kunskaper till. Vore bättre få någon riktigt kunnig uttala sig om det där. Exempelvis smartcard, fornnordisk Crow, Fingerprint, Torgny Topf skriver väl här också.

Mvh

0
Ogilla!
35
Gilla!
2013-11-13 19:02:23

Jag vill minnas att löfbergspatentet i sin dåvarande form redan gått ut. BAI minns jag mycket väl. Vi var många som såg stor förhoppning kring detta sammarbetet och där vi såg stor möjlighet. Men det rann ut i sanden som allt annat när det gällde Lennart Carlsson. Han fokuserade mer på sitt golfhandikapp och hur han skulle förlänga pensionen med NE pengar.

HUa..det väcker äckliga minnen när jag läste det namnet....

http://www.google.ca/patents/EP0735502A2?cl=en

Mvh CrowHater

0
Ogilla!
32
Gilla!
2013-11-13 19:10:47

Jag vill minnas att löfbergspatentet i sin dåvarande form redan gått ut. BAI minns jag mycket väl. Vi var många som såg stor förhoppning kring detta sammarbetet och där vi såg stor möjlighet. Men det rann ut i sanden som allt annat när det gällde Lennart Carlsson. Han fokuserade mer på sitt golfhandikapp och hur han skulle förlänga pensionen med NE pengar.

HUa..det väcker äckliga minnen när jag läste det namnet....

http://www.google.ca/patents/EP0735502A2?cl=en

Mvh CrowHater

0
Ogilla!
3
Gilla!
2013-11-13 23:41:43

#28

Tack för svaret Crow. Men jag blev inte mycket klokare på min ursprungsfråga. Varför är inte Fpc med på listan i #10. Vilka kriterier utesluter Fpc från att vara med på den? Många frågor. Men viktiga få besvarade.

Mvh

Inlägget är redigerat av författaren.

0
Ogilla!
4
Gilla!
2013-11-14 13:34:47

Vi vet att:

SYNA fick Validity för summa 250M Usd om allt kommer på plats.

92,5M har dom fått.

????

Samsung,skall dom inte ha Sensor?

100M Galaxy * 5usd=500M I REV

Då innebär det att Syna fick Validity struktur samt Samsung kontrakt för:

0,5Usd per Omsättnings Dollar bara på Samsung.

Det är så det går till om ett bolag är konkursfärdigt.

Volvo Pv såldes ju för 15,3 öre per Omsättningskrona

Eller har inte SYNA Samsung som Needham vinklar det till?

Eller skall Samsung ej ha sensor?

We shall see

Mvh

0
Ogilla!
37
Gilla!
2013-11-14 13:43:22

Precis därför är det större risk, att Apple säljer sensorer till Samsungs närmaste modeller, än att Validity gör det.

Sen finns det oss som tror att Fing/Crucialtech är troligare leverantör än Apple är...

0
Ogilla!
3
Gilla!
2013-11-14 13:49:01

31

Håller med dig

0
Ogilla!
34
Gilla!
2013-11-14 13:58:02

#31 ihabas

" Precis därför är det större risk, att Apple säljer sensorer till Samsungs närmaste modeller, än att Validity gör det. "

Hur nu det skulle gå till när Apple inte ens har förmågan att ta fram tillräckligt många Touch-ID sensorer till sina egna produkter.

Att då överväga att leverera till sin största konkurent vore en utopi av rang! :)

0
Ogilla!
3
Gilla!
2013-11-14 13:58:11

31

Frågan är hur Kapitalanskaffningen skall gå till för FING om man skall serva Samsung med 4 Mån fakturering.

Klarar man det går man från Small Cap till "RealCap" direkt.

Vi får se när Area lanseras

0
Ogilla!
34
Gilla!
2013-11-14 14:04:46

#31

"Precis därför är det större risk, att Apple säljer sensorer till Samsungs närmaste modeller, än att Validity gör det."

Præcis - därfor är det uteslutet!

Mvh Kr?sus

0
Ogilla!
34
Gilla!
2013-11-14 15:01:22

#33#35

Japp går man på alla kända parametrar och information, så är det logisk enbart Fing som kommer kunna leverera till Samsung till en början

Sen kan det finnas hemliga saker som vi inte känner till som kan ställa till det för oss, därav den stora "rabatten" i kursen för den som vill ta risken.

0
Ogilla!
37
Gilla!
2013-11-14 17:09:02

14 November, 2013

FPC has recruited Ulf Ritsvall as Director, Product Marketing.

Before joining FPC Ulf most recently worked with ST-Ericsson in Lund as Business Manager. Prior to this Ulf has amongst others held various positions in ST-Ericsson and Ericsson in marketing and business functions.

Ulf is placed in FPC:s new office in Malmö, Sweden.

http://www.linkedin.com/in/ritsvall

3
Ogilla!
4
Gilla!
2013-11-14 17:29:36

Ok, ska vi sammanfatta läget de senaste veckorna?

Ingen FPC-sensor i HTC - de valde Validity

Ingen FPC-sensor i Samsung - de valde Validity

Ingen FPC-sensor i den Windows8-läsplatta som ni länkade till häromdagen (vilket märke?) - de valde Validity

FPC har ingen färdig touchsensor ännu och har inte redovisat någon "Design win" för den. Det ska väl releasas 7-9 månader före en produkt är ute i handeln enligt FPC presentationer?

Kursen pyser nu sakta men säkert tillbaka - uppenbart finns det mycket luft.

#29 Bra fråga. Men du lär inte få något svar av någon här. Du kommer inte heller få något svar vad de nyligen förvärvade patenten är till för. Fundera på varför.

0
Ogilla!
30
Gilla!
2013-11-14 17:36:18

Tack...då vet vi glom

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