Rockley Photonics ($SCPE) will revolutionize healthcare technology by enabling the Apple Watch to become a non-invasive laboratory grade spectrometer with "clinic on a wrist" capabilities such as continuous glucose monitor.
They utilize a proprietary silicon photonics process technology.
When a Chinese firm bought out NWF, the fab they have the custom photonics process in, I immediately became bearish. They are not in the 2022 apple watch
The stock has collapsed into YE21. Are they still in the running as a sensor supplier to AAPL?
When a Chinese firm bought out NWF, the fab they have the custom photonics process in, I immediately became bearish. They are not in the 2022 apple watch
They got rid of the photonics biz and are exclusively focused on sensors but seems like an uphill battle.
Right but the sensor uses that custom photonics processor.
Have you heard of Poet..small waveguide co in canada that is also pivoting to health sensors. They claim to have mfg capacity in China.
Ya long story there too. Shoot me an email. We could chat about things.
Thanks again, great article!