Click here to download Sophic Capital’s CES Day 4 report.
Day 3 at CES yielded a ton of interesting technology that validated our theses on certain sectors. We visited more virtual reality (VR) and augmented reality (AR) head-mounted display (HMD) OEMs and exited our discussions with stronger convictions that these technology sectors are real. We also visited the drone space and found our first consumer underwater drone application. Still, CES overwhelms, and we won’t visit 20% of the companies that we planned to see.
Download Sophic Capital’s CES Day 3 report here.
CES is a darn big show. We planned to visit several booths yesterday but didn’t due to a combination of informal meetings, spotting cool stuff that we just had to investigate, and being lost; all slowed us down beyond elbowing our way through the 2.4 million square feet of exhibits. And although we didn’t accomplish as much as we wanted, we still uncovered some jewels that relate to tech themes we believe will blossom into multi-billion dollar industries.
Click here to read more of Sophic Capital’s – CES Day 2 report.
Sophic Capital is at CES 2016 in Las Vegas. Day one was filled with product announcements (which we didn’t attend). But CES also had several keynote session and panel discussions. We discovered what’s on thought leaders’ minds. Wednesday, though, is when the convention floor opens, and we’ll find out what’s going on in consumer electronics. Preliminary data and conversations indicates that virtual reality, automobile technology, and wearables are at the forefront. More of that to come in the coming days.
Download Sophic Capital’s CES Day 1 report here.
TECH THEMES FOR 2016
MINING FOR SMALL-CAP TECH GEMS
December 1, 2015 – The stock markets are recovering from summer’s ugly sell-off. Small-cap stocks got slaughtered, and when small-cap stocks get slaughtered, a lot of Canadian small-cap technology stocks are crushed. Summer was no exception and combined with tax-loss selling we think some names are set up well for 2016. Thankfully, at least from a stock-market perspective, summer is over, and investors are starting to get interested in good stocks again. If you’re an optimist, you know the summer slaughter was a temporary blip over the long-term, and small-cap tech stocks are […]
ABSTRACT: The aerial drone market could be cumulatively worth $91 billion over the next decade. As attractive as this market is, Sophic Capital believes that there is a nascent drone market which could prove more lucrative to investors – sea drones, or unmanned underwater vehicles.
Water covers over 70% of the Earth, yet we’ve explored less than 5% of seabeds due to the sea’s hostile environment, an environment better suited for machines than humans. We believe the unmanned underwater vehicle industry, which MarketsandMarkets estimates will be worth $4.8 billion by 2019, will ramp in a similar manner to its aerial drone […]
The unmanned aerial vehicle (drone) market is expected to be cumulatively worth $91 billion over the next decade. Although military spending dominates the industry, the industrial and consumer markets are quickly adopting drones and have decades of growth ahead.
This is the first of two Sophic Capital reports about the drone industry. Our second report will focus on how drones will work in earth’s final under-explored frontier – the sea.
Five Reasons to Read this Report
The aerial drone market could cumulatively be worth $91 billion over the next decade;
Military spending on aerial drones continues to ramp;
Consumer and industrial adoption of aerial drones […]
E3 Increases our Confidence that 2016 Will Be a Breakout Year for VR
ABSTRACT: Last week, we attended E3, the gaming industry’s premier convention. Virtual reality was prominently featured, and we got to try the newest Oculus Rift and Sony’s Project Morpheus. Unfortunately, we couldn’t try Microsoft’s HoloLens, but we spoke with some gamers who waited up to 8 hours for the demo. Other gamers and industry enthusiasts we spoke with were adamant that virtual reality is real and will have a stable home within the gaming community. The hardware appears ready, and the games and content (which we believe will […]
Awed by the AWE 2015 Conference
Abstract: We briefly discussed the potential of augmented reality in our three virtual reality research reports. We knew that augmented reality is a more mature and larger market opportunity than virtual reality. However, it wasn’t until we attended AWE 2015, one of the industry’s most important conferences, that we realized how far the technology in the glasses (or heads-up displays) has advanced. Although it is still likely years away for smart glasses to be commonplace, we are convinced that augmented reality will change the world in the same scales as radio waves, the transistor, and […]