Nå refererte vel nylig Laila at de var oppe i 31 modeller hos Lenovo.
Sitat fra Laila på siste PC/Laptop børsmelding: “Our latest launch on four new ThinkPad models brings our current collaborative total with Lenovo to 31 laptop models,” said Laila Danielsen, CEO of Elliptic Labs.
Ja, men det stemmer ikke med antall børsmeldte. Så tror ikke alle blir børsmeldt.
Hvis ikke det har noe med Lenovo/AMD å gjøre, men får ikke det til å stemme heller.
Igjen, med forbehold om at jeg har gjort noe feil i registreringen min.
Her er oversikten fra styrets årsberetning for 2023:
Technology and Product Launches:
• AI Virtual Human Presence Sensor technology launched on a total of 17 Lenovo
ThinkPad models.
• The AI Virtual Smart Sensor Platform featured in several new smartphone models from
various manufacturers:
◦ TECNO: 2 models including Phantom V Fold and Phantom V Flip
◦ vivo: 2 models including Y78 +, Y100
◦ Xiaomi: 4 models including Note 12S, Note 13, Note 13 Pro, and K70e
◦ HONOR: 8 models including Honor 90, X50i+, V Purse, 100, and others
◦ Oppo: 3 model including Find N3 Flip, S18 and S18 Pro
◦ Motorola: 2 models including Razr 40 and Razr 40 Ultra.
Videre følgerdette fra årsrapporten datert i går:
During 2023, Elliptic Labs launched 17 new
laptop models with Lenovo, bringing its
total number of Lenovo models launched
to 18. Thus far in 2024, an additional 8
models have been launched, increasing
the total to 26 as of the publication of this
report. These models include the top-ofthe-line Lenovo ThinkPad X1 Carbon. This
state-of-the-art deployment showcases
Elliptic Labs’ ability to succeed across both
low-end and top-tier computers.
Technology Deployment in 2024 (as of 24 April)
Elliptic Labs’ technology was implemented
in numerous devices throughout 2024, with
the following launches:
Smartphone Launches in 2024 (Total: 17
models):
January 2024: HONOR X50 GT, HONOR X50
Pro, Xiaomi Note 13 Pro 4G, Xiaomi POCO
X6 Pro, HONOR X8B, TECNO Spark 20 Pro+
February 2024: TECNO Camon 30 Pro,
TECNO Camon 30 Premiere
March 2024: vivo V30, vivo V30 Pro, Lava
Blaze Curve, Infinix Note 40, Infinix Note 40
Pro, Infinix Note 40 Pro 5G, Infinix Note 40
Pro+ 5G, Xiaomi Civi 4 Pro
April 2024: Redmi Turbo 3
Laptop Launches in 2024 (Total: 13 models):
February 2024: Lenovo ThinkPad T14 Gen 5
(first launch), Lenovo ThinkPad T14 Gen 5
(second launch), Lenovo ThinkPad T14s
Gen 5 (first launch), Lenovo ThinkPad T14s
Gen 5 (second launch), Lenovo ThinkPad
T16 Gen 3
March 2024: Lenovo ThinkPad X1 Carbon
Gen 12, Lenovo ThinkPad X13 Gen 5,
Lenovo ThinkPad X13 2-in-1 Gen 5, Lenovo
ThinkPad X1 2-in-1 Gen 9 14"
April 2024: Lenovo ThinkPad P1 Gen 7,
Lenovo ThinkPad P16v i Gen 2, Lenovo
ThinkPad P16s i Gen 3, Lenovo ThinkPad
P14s i Gen 5
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Jf styrerapporten datert 24 april er det lansert 26 Lenovoer. Laila refererer nok til antallet det er gjort avtaler på, inkl både lanserte og ennå ikke lanserte. Dvs vi har fortsatt 5 igjen. Da begynner det vel å bli på tide å gjøre avtaler for flere lanseringer, siden “varelageret” nå har sunket til 5.
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Når jeg finleser oversikten fra styrets beretning, finner jeg avvik. Det skrives først at det er lansert 8 modeller hittil i 2024 (alt skal være pr 24 april). I den detaljerte oversikten skrives det 13 lanseringer og 13 modeller listes faktisk. Det som kan være kilde til forvirringen sett utenfra er at man viser til flere modeller med identisk produktnavn og i parantes fører (first launch) og (second launch) - begge i samme måned - dette gjelder dog kun 2 stk så hva som er realitetene her henger fortsatt i et mørkt skap hva gjelder mine evner til å forstå…
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Der er en del forvirring om antallet af laptops - ELABS bidrager meget selv til dette 
Jeg tror ikke annonceringen af de 4 nye launches fra 24. april har fundet vej til årsrapporten… Teksten har måske været klar i noget tid (1-2 uger) og så kommer der en ny meddelelse, som man ikke får indarbejdet… Det er set før Men det kan vel kun forklare de 4 - og vi leder efter differencen mellem Lailas 31 og årsrapportens 26.
De skriver noget andet vigtig information i årsrapporten:
In 2023, Elliptic Labs continued its commercial expansion in the laptop sector by
equipping its AI Virtual Human Presence Sensor on 17 new Lenovo PC models. It also
renewed agreements for more than 20 upcoming PC model launches across four of
the world’s top-six PC OEMs.
Så i 2023 var der launch på 17 Lenovo PC modeller - det ved vi.
DERUDOVER blev der lavet aftaler for mere end (læs: mindst) 20 modeller på tværs af de 4 laptop OEM kunder. Hvis vi skal tro på Lailas tal (de 31 i alt for nuværende) så har vi set 14 af dem og kan forventer mindst 6 mere ud fra kontrakter der blev indgået i 2023.
Derudover er der kontrakter indgået i 2022 (22. april 2022, 10. maj 2022, 19. maj 2022 og 19. september 2022 alle med Lenovo), hvor der endnu ikke har været launch…
Vi må vente og se, men der bør komme flere launches
Kan også være de kjappet seg inn for å oppdatere årsrapporten basert på lanseringene de meldte i går men glemte å korrigere alle steder. Lars er jo kjent for å ikke få med seg alt alltid i børsmeldinger og rapporter føler jeg 
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Dette må være de 17 som står oppført under 2023 på hjemmesiden.
Det blir 17 fordi man tar med at noen modeller er lansert både med Intel og AMD. Er bare 10 forskjellige modeller, og det ble børsmeldt 10 modeller i 2023.
Men det er veldig uoversiktelig ja.
Har også funnet en mobilmelding av ny smartphone kunde fra 19.08.2022, som jeg ikke finner noen børsmeldinger som er relatert til. Noen andre som vet noe?
Lest litt gjennom gamle børsmeldinger nå. Ser ut til å kunne bygge seg opp mot en mulig bonanza de neste mnd framover. 16 mnd siden kontrakt med 2 andre Laptop oems. 9-12 mnd siden et par PoCer ang nytt os og user experiense på laptop PoC’er + signering av kontrakt med fjerde PC oem. Ikke lenger etter PoC på seamless. Samtidig en PoC på Virtual Position Sensor også et sted baki der. Lett å forstå at 500 målet egentlig kan være oppnåelig neste år dersom alt dette smeller inn i år og da bare utvides med muligens flere lansering og kanskje enda flere kunder neste år
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Apropos smartphonekontrakt børsmeldt 19.08.2022 har heller ikke jeg funnet noe. Men jeg kan heller ikke finne når kontrakten med Motorola ble børsmeldt. Første launch med de (05.06.2023) referer nemlig til børsmelding 06.01.2023 som en “existing smartphone customer”. Derfor tenker jeg at kanskje 19.08.2022 er motorola, med mindre de går innunder kontrakten med lenovo og sånn sett at dette kan være en annen.
From Intel yesterday. At least this should be supportive guidance in terms of overall AI PC market for this year.
But of course for Elabs numbers the question is about penetration of the markets more than this
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A bull-case for Q1, just for consideration and for fun.
This from annual report
You can read this negatively or positively.
For The positive scenario, following could be speculated:
- Report refers clearly to “timing of product launch” as a reason why Q4 was left without PC revenues
- From Q4 report we know that “revenues came solely from minimum license fees only”
- I think 17 laptop models were launched in May 2023. We know that this leads to start of shipping at about Q3/Q4 threshold
- Q4 saw shipping and license fees for these 17 models will be paid during Q1 based on shipped units during Q4.
- We could see a few million EUR increase in license fees during Q1 if this speculation is correct (i.e. growth of 500-1000%)
Dont assume this to happen. This was just a speculation out of wording of the annual report, what it could mean in terms of “timing of launches” used as a reason. It feels like there are significant revenues coming, maybe 
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Yes,I have mentioned this before. The possibility for payment afterwards for shipped units. Its clear that q4 had close to no laptop revenue. Its also clear that there Are quite large up front payments for this laptop contracts. So its not easy to say.
Q1 will no matter What show solid growth. But lets say we will have 1MEUR in laptop revenue,that will strenthen belives in guiding and the share will continue climbing.
As you all are aware, Intel has had this Unison technology for a little while. Its interesting that at the end of this introduction video, they are stating that more new funtions are being developed. This would include extended desktops between devices.
Now my understanding is that this would be possible only by using UWB hardware or Elabs software (proximity detection / seamless sensor).
Not sure if this would have the automatic proximity detection feature that Elabs can provide
In fact, Intel wants Unison to be a universal app, able to connect the PC to any device.
Microsoft’s Phone Link allows you to interact with your phone’s home screen and apps while on a Windows PC. It doesn’t, however, really allow you to use a phone or a tablet as a second display. Unison will. David Feng, vice president of Intel’s Client Computing Group, showed off Unison’s new capabilities in a video Intel shared in advance of the Intel launch of the Core Ultra processors inside client notebooks, at an event in New York City.
https://www.androidpolice.com/intel-unison-guide/
Extending display and sharing peripherals with an iPad
The first feature is the ability to use your iPad as a secondary monitor for your Windows PC, which can be immensely helpful in multitasking and increasing productivity. The second feature is called Universal Control. It allows you to use the keyboard and mouse connected to your Windows PC with your Android, iOS, and iPadOS devices. This feature could come in very handy for people using two devices simultaneously.
Intel says that it will first bring these features to devices with Meteor Lake processors (between February and April next year) and then make them available for devices with older Intel processors. At the moment, there’s no information about the availability of these features for AMD devices.
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Wow this is some really interesting findings! Does anyone know if this is most likely Elabs or could it be a competitor? If it is a competitor I feel it is negative for Elabs seamless
I do not belive Elabs seamless is the tech actually used after the units are connected, i think its the tech used for the units to find eachother and tell eachother how to connect.
I agree with This.
Looks like Unison is based on Screenovate.
https://www.androidpolice.com/intel-unison-guide/
This could be negative for Elabs.
Screenovate, an Israeli startup. Screenovate “borrows” large screens – televisions, laptops, desktops, tablets and multimedia displays in automobiles, airplanes and exercise equipment – by beaming the display from Android smartphones to them over Wi-Fi. When the display is on a much larger screen, the phone realizes more of its potential as a computing device
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Still the question is if Intel Unison relies on physical sensors (e.g. uwb) that elabs can replace. My guess is that it’s probably heavily linked to HW demans since the app is free and only available on select models.
Elabs could still play a part on future releases.
Altough presence of Screenovate is not positive or is neutral, there is a silver lining to this. I believe Elabs tech would be very interesting for big players. Lets look at a couple Acquisitions that resemble Elabs:
-
2021 Intel buys Screenovate for 150 mil. USD. Screenovate provides extended display -function via WiFi connection. (One function as I understsand it.) This is used in Intel Unison application.
-
2013/2019: Leap Motion, providing a single-purpose HW sensor for gesture control, was almost acquired by Apple. On July 22, 2013, the controller was released to pre-order customers to mixed reviews. In May 2019, Leap Motion was acquired by Ultrahaptics; the combined company was named ‘Ultraleap’. The reported sale price was $30 million - about 10% of the company’s peak valuation of $300 million reached in 2013.
Altough Elabs is not 1:1 with Screenovate, as Elabs would allow for identifying external display without a WiFi but would not likely allow for data transfer alone, it can be said that the capability of this specific Elabs sensor is somewhat similar.
Furthermore, Elabs provides 3 other sensors that can be / are used in PC/Laptops (seamless, proximity, etc.).
My point is that Elabs as a player is likely interesting for big tech companies / OEM’s with quite versatile capabilities. Valuation could be discussed, its very hard to say from outside… but assuming i.e. 50mil USD for each “relevant sensor”, then we could argue i.e 150-200 mil. USD valuation easily for Elabs. This could be in a hypothethical “bear scenario” situation where the business would not proceed and it would be best just to sell the company (which is quite unlikely now).
Just my two cents
Husk at Laila indikerte - slik forsto de fleste av oss det i alle fall - at det med stor sannsynlighet (men forbehold, ikke 100% sikkert) vil Elabs lansere med 1 av de 3 andre PX-OEM’ene i løpet av 2024. Dvs at det går virkelig veldig tregt med de andre 2…ut fra at hun for noe tid siden viste til at det kunne ta inntil 18mndr fra avtalesignering til lansering (og ut fra det skulle 2 stk lansere senest i juni 2024 men det er igjen “løpende villsvin”-uttalelser fra Laila, alt tar ALLTID lengre tid…enten er ikke dialogen med kundene veldig tett, og/eller så er hun programmert overoptimistisk og lærer ikke…).