Lumilode NSF Final Presentation
32
I-Corps Summary Video: http://www.youtube.com/watch?v=zz1OeUAxQnw Technical Video: http://www.youtube.com/watch?v=6W8GP4ajZx4
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Transcript of Lumilode NSF Final Presentation
I-Corps Summary Video:
http://www.youtube.com/watch?v=zz1OeUAxQnw
Technical Video:
http://www.youtube.com/watch?v=6W8GP4ajZx4
Monolithic integration of LEDs and silicon for microdisplays
with unparalleled brightness and efficiency
81 Companies, 98 Individual Conversations
Microdisplay market- currently $200M,
$995M expected in 2016
Vincent Lee
Entrepreneurial Lead
- Ph.D. Student
- Extensive technical
knowledge with all aspects
of the technology
Ioannis (John) Kymissis
Principal Investigator
- PI at Columbia Lab for
Unconventional Electronics
- Experience with three
other startups out of CLUE
- Holds 8 US Patents
Amal Ghosh
Industry Mentor
- 27 years of industry
experience
John Sarik
Co-Founder
- Ph.D. Student
- Expert in hardware
prototyping and device
fabrication
- Involved with other
startups at CLUE
The Lumiode Team
See-Through Head Mounted Displays
Consumer Military Industrial
MedicalMedicalConsumer
Industrial Military
See-Through Head Mounted Displays
Consumer Military Industrial
MedicalMedicalConsumer
Industrial Military
What’s missing?
Sunlight readability needs extremely high brightness
Long lifetime and environmental robustness not well
served by current technologies
Portable product needs energy efficiency
Silicon TFTs enable high
performance
circuits at low
process
temperatures III-V LEDs offer high
optical power
density,
efficient light
output, and
long lifetime
Monolithic integration of LEDs and silicon
30X brighter, 5-10X greater efficiency
What is a light engine?
Everyone needs LED light engines!
Why wouldn’t they?
Our I-Corps journey
Fabrication
Source
LED Supplier
Packaging and
Assembly
Dev Core
Product
Build Team
Conferences
IP
Team/Know-
How
Team
Outsourced
Fabrication Tech Dev Space (application
development)
Capital Equipment (unit
operations not outsourced) Selling of display
modules Contracts
(Development,
Government)
Direct Sales
License
Joint Venture
Co-
Development
Integration
Assistance
Projectors
Pico-Projectors
Microdisplays
Structured
Light
User Interface
Medical
Emissive
Display
More Efficient
Higher
Brightness
Simple Optics
Smaller Form
Factor
Long Lifetime
Available in any
color
Business Model Canvas – 3/20/2012 – Version 1
OEM
Licensing
Joint
Development
Establish
Facilities
Everyone needs LED light engines!
Why wouldn’t they?
“You have a very (cool, interesting,
exciting) technology. This is perfect for
(HUD, military, microscopy, picoprojectors,
laptops, cell phones, toys)!”
Projectors
Pico-Projectors
Microdisplays
Structured
Light
User Interface
Medical
Customer Segments
Projectors
Pico-Projectors
Microdisplays
Structured
Light
User Interface
Medical
Manufacturing
line inspection
Vehicle Head-
up Displays
Military
Applications
Projectors/
Pico-Projectors Microdisplays
Vehicle Head-
Up Displays Microscopy
Projectors/
Pico Projectors
Microscopy Vehicle Head-
Up Displays
Microdisplay
Quote “This is great!
The market is
growing quickly”
When asked
about market
size- “maybe
10, or 5, or
50”
“Interest
exists, safety
is a big
concern for
the industry”
“How is this
different from
OLED?”
Quote “Cost is the only
value proposition
that matters in
the display
industry”
“Do you
mean..
controlling
the excitation
wavelength?”
“Industry
design cycles
are 6-8 years”
“Super high
brightness
attractive for
see-through
helmet-mounted
displays”
Our problem
Relatively large amount of interest,
some excited people,
no clear earlyvangelist ready to take the risk
Minimum viable product for displays
QVGA (240x320) demonstration
Projectors/
Pico Projectors
Microscopy Vehicle Head-
Up Displays
Microdisplay
Quote “This is great!
The market is
growing quickly”
When asked
about market
size- “maybe
10, or 5, or
50”
“Interest
exists, safety
is a big
concern for
the industry”
“How is this
different from
OLED?”
Quote “Cost is the only
value proposition
that matters in
the display
industry”
“Do you
mean..
controlling
the excitation
wavelength?”
“Industry
design cycles
are 6-8 years”
“Super high
brightness
attractive for
see-through
helmet-mounted
displays”
Key Value
Proposition
Cost Spectral
Selection
Safety High Brightness
Projectors
Pico-Projectors
Microdisplays
Structured
Light
User Interface
Medical
Customer Segments
Projectors
Pico-Projectors
Microdisplays
Structured
Light
User Interface
Medical
Manufacturing
line inspection
Vehicle Head-
up Displays
Military
Applications
Microdisplays
Microdisplay Market MedicalMedicalConsumer
Industrial Military
0
200
400
600
800
1000
1200
2012 2014 2016
Mark
et
Siz
e
(Millions
$)
Military
Commercial
Consumer
Consumer Military Industrial
Key Partners Key Activities
Key Resources
Value Propositions Customer Relationships
Channels
Customer Segments
Revenue Streams Cost Structure
Team 9 – 5/23/2012
Fabrication
Source-
University
Cleanrooms
(Columbia,
Harvard,
Cornell)
Laboratory
Partners-
Kymissis Lab,
Im Lab
IP
Team/Know-
How
Dev Core
Technology
Build Team
High Brightness
Small Form
Factor
Low Power
Consumption
High Dynamic
Range
Co-
Development
Integration
Assistance
OEM
Microdisplays
for see-through
head mounted
applications
(Military)
Team
Materials and Per-Hour
Tool Usage Costs
Government
Grants
Contracts
(Development,
Government)
Dev Minimum
Viable Product
Right Now- Near Term
Other seed funding
Future Growth
Microdisplays for military
head mounted displays
Consumer/
Commercial HMD Pico Projectors
Vehicle Head-
up Displays
10X growth in 5-6 years New car models in 2012
Pushing towards adoption
Emerging market
Lots of recent press
Current Key Activities
• Continue customer discovery
– Continue meetings
– SID Display Week 2012 • Technical Presentation
• SID I-Zone Exhibit Table
• Continue technology development towards higher readiness MVP
• Raise additional development funding
– In talks with military/eMagin for seed funding
Vincent Lee ([email protected])
John Sarik ([email protected])
John Kymissis ([email protected])
Amal Ghosh ([email protected])
Business Model Canvases
Fabrication
Source
LED Supplier
Packaging and
Assembly
Dev Core
Product
Build Team
Conferences
IP
Team/Know-
How
Team
Outsourced
Fabrication Tech Dev Space (application
development)
Capital Equipment (unit
operations not outsourced) Selling of display
modules Contracts
(Development,
Government)
Direct Sales
License
Joint Venture
Co-
Development
Integration
Assistance
Projectors
Pico-Projectors
Microdisplays
Structured
Light
User Interface
Medical
Emissive
Display
More Efficient
Higher
Brightness
Simple Optics
Smaller Form
Factor
Long Lifetime
Available in any
color
Business Model Canvas – 3/20/2012 – Version 1
OEM
Licensing
Joint
Development
Establish
Facilities
Fabrication
Source
LED Supplier
Packaging and
Assembly
Dev Core
Product
Build Team
Conferences
IP
Team/Know-
How
Team
Outsourced
Fabrication Tech Dev Space (application
development)
Capital Equipment (unit
operations not outsourced) Selling of display
modules
Contracts
(Development,
Government)
Direct Sales
License
Joint Venture
Co-
Development
Integration
Assistance
Projectors
Pico-Projectors
Microdisplays
Structured
Light
User Interface
Medical
Emissive
Display
More Efficient
Higher
Brightness
Simple Optics
Smaller Form
Factor
Long Lifetime
Available in any
color
Business Model Canvas – 3/21/2012
OEM
Licensing
Joint
Development
Establish
Facilities
Manufacturing
line inspection
Key Partners Key Activities
Key Resources
Value Propositions Customer Relationships
Channels
Customer Segments
Revenue Streams Cost Structure
Team 9 – 3/28/2012
Fabrication
Source
LED Supplier
Packaging and
Assembly
Joint
Development IP
Team/Know-
How
Dev Core
Product
Build Team
Conferences
Establish
Facilities
Emissive Display
- More
Efficient
- Higher
Brightness
Co-
Development
Integration
Assistance
Direct Sales
License
Joint Venture
OEM
Projectors
Pico-Projectors
Microdisplays
Structured
Light
User Interface
Medical
Manufacturing
line inspection
Team
Outsourced
Fabrication Tech Dev Space (application
development)
Capital Equipment (unit
operations not outsourced) Selling of display
modules
Contracts
(Development,
Government) Licensing
Simpler System
- Fewer Optics
- Smaller Form
Factor
LED Advantages
- Long
Lifetime
- Available in
any color
??
Key Partners Key Activities
Key Resources
Value Propositions Customer Relationships
Channels
Customer Segments
Revenue Streams Cost Structure
Team 9 – 3/28/2012
Fabrication
Source
LED Supplier
Packaging and
Assembly
Joint
Development IP
Team/Know-
How
Dev Core
Product
Build Team
Conferences
Establish
Facilities
Emissive Display
- More
Efficient
- Higher
Brightness
Co-
Development
Integration
Assistance
Direct Sales
License
Joint Venture
OEM
Projectors
Pico-Projectors
Microdisplays
Structured
Light
User Interface
Medical
Manufacturing
line inspection
Team
Outsourced
Fabrication Tech Dev Space (application
development)
Capital Equipment (unit
operations not outsourced) Selling of display
modules
Contracts
(Development,
Government) Licensing
Simpler System
- Fewer Optics
- Smaller Form
Factor
LED Advantages
- Long
Lifetime
- Available in
any color
- Low Heat
??
Key Partners Key Activities
Key Resources
Value Propositions Customer Relationships
Channels
Customer Segments
Revenue Streams Cost Structure
Team 9 – 4/4/2012
Fabrication
Source
LED Supplier
Packaging and
Assembly
Joint
Development IP
Team/Know-
How
Dev Core
Product
Build Team
Conferences
Establish
Facilities
Emissive Display
- More
Efficient
- Higher
Brightness
Co-
Development
Integration
Assistance
Direct Sales
License
Joint Venture
OEM
Projectors
Pico-Projectors
Microdisplays
Structured
Light
User Interface
Medical
Manufacturing
line inspection
Team
Outsourced
Fabrication Tech Dev Space (application
development)
Capital Equipment (unit
operations not outsourced) Selling of display
modules
Contracts
(Development,
Government) Licensing
Simpler System
- Fewer Optics
- Smaller Form
Factor
LED Advantages
- Long
Lifetime
- Available in
any color Vehicle Heads-
Up Displays
Key Partners Key Activities
Key Resources
Value Propositions Customer Relationships
Channels
Customer Segments
Revenue Streams Cost Structure
Team 9 – 4/11/2012
Fabrication
Source
LED Supplier
Packaging and
Assembly
Joint
Development IP
Team/Know-
How
Dev Core
Product
Build Team
Conferences
Establish
Facilities
Emissive Display
- More
Efficient
- Higher
Brightness
Co-
Development
Integration
Assistance
Direct Sales
License
Joint Venture
OEM
Microdisplays
Structured
Light
User Interface
Medical
Manufacturing
line inspection
Team
Outsourced
Fabrication Tech Dev Space (application
development)
Capital Equipment (unit
operations not outsourced) Selling of display
modules
Contracts
(Development,
Government) Licensing
Simpler System
- Fewer Optics
- Smaller Form
Factor
LED Advantages
- Long
Lifetime
- Available in
any color
Vehicle Heads-
Up Displays
Safety
Key Partners Key Activities
Key Resources
Value Propositions Customer Relationships
Channels
Customer Segments
Revenue Streams Cost Structure
Team 9 – 4/18/2012
Fabrication
Source
LED Supplier
Packaging and
Assembly
Joint
Development IP
Team/Know-
How
Dev Core
Product
Build Team
Conferences
Establish
Facilities
Emissive Display
- More
Efficient
- Higher
Brightness
Co-
Development
Integration
Assistance
Direct Sales
License
Joint Venture
OEM
Microdisplays
User Interface
Medical Imaging
Manufacturing
line inspection
Team
Outsourced
Fabrication Tech Dev Space (application
development)
Capital Equipment (unit
operations not outsourced) Selling of display
modules
Contracts
(Development,
Government) Licensing
Simpler System
- Fewer Optics
- Smaller Form
Factor
LED Advantages
- Long
Lifetime
- Available in
any color
Vehicle Heads-
Up Displays
Safety
Projectors
Pico-Projectors
Military
Applications
Key Partners Key Activities
Key Resources
Value Propositions Customer Relationships
Channels
Customer Segments
Revenue Streams Cost Structure
Team 9 – 4/25/2012
Fabrication
Source
LED Supplier
Packaging and
Assembly
Joint
Development IP
Team/Know-
How
Dev Core
Product
Build Team
Conferences
Establish
Facilities
Emissive Display
- More
Efficient
- Higher
Brightness
Co-
Development
Integration
Assistance
Direct Sales
License
Joint Venture
OEM
Microdisplays
User Interface
Medical Imaging
Manufacturing
line inspection
Team
Outsourced
Fabrication Tech Dev Space (application
development)
Capital Equipment (unit
operations not outsourced) Selling of display
modules
Contracts
(Development,
Government) Licensing
Simpler System
- Fewer Optics
- Smaller Form
Factor
LED Advantages
- Long
Lifetime
- Available in
any color
Vehicle Heads-
Up Displays
Safety
Projectors
Pico-Projectors
Military
Applications
Key Partners Key Activities
Key Resources
Value Propositions Customer Relationships
Channels
Customer Segments
Revenue Streams Cost Structure
Team 9 – 5/23/2012
Fabrication
Source-
University
Cleanrooms
(Columbia,
Harvard,
Cornell)
Laboratory
Partners-
Kymissis Lab,
Im Lab
IP
Team/Know-
How
Dev Core
Technology
Build Team
High Brightness
Small Form
Factor
Low Power
Consumption
High Dynamic
Range
Co-
Development
Integration
Assistance
OEM
Microdisplays
for see-through
head mounted
applications
(Military)
Team
Materials and Per-Hour
Tool Usage Costs
Government
Grants
Contracts
(Development,
Government)
Dev Minimum
Viable Product
Right Now- Near Term
Other seed funding
