In its Q2 report, poLight reported some progress for projects within the industrial and consumer segment. We view the wearable segment, AR and barcode projects as having the highest likelihood of new design wins following its reference designs. We maintain our Hold rating as poLight’s investment case remains binary and dependent on securing additional design wins. The visibility on this is also low.
24 Aug 2020
Q2: Still remaining binary
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Q2: Still remaining binary
In its Q2 report, poLight reported some progress for projects within the industrial and consumer segment. We view the wearable segment, AR and barcode projects as having the highest likelihood of new design wins following its reference designs. We maintain our Hold rating as poLight’s investment case remains binary and dependent on securing additional design wins. The visibility on this is also low.