Thanks for joining us, and hopefully your spring is shaping up nicely. Today at QuickLogic Hotspots, we wanted to feature a new interview/article with Andy Pease, as well as a sensors article by yours truly. As always, happy to answer any questions…
You can download a pdf of the entire magazine here
4 thoughts on “EE Web Interview with Andy Pease, and a New QuickLogic Article…”
Hello again Paul! As a new investor in QUIK, I think the most important question in my mind is the potential for QuickLogic to establish and maintain the concept of Sustained Competitive Advantage in the area of censor hubs. My understanding is that most existing solutions (ATML, STM, NXPI, TXN) are micro-controller-based that use too much power and are not optimal. QuickLogic’s solution is designed form the ground up and looks very exciting. But how can we know if it is a “first mover” “flash in the pan” or the start of a sustained position in the emerging sensor hub market, perhaps like QCOM for example in other areas of mobile?
We’re confident that that the ArcticLink 3 S1 is the right product at the right time, and we believe that this is the start of a sustained position.
Thanks Paul – what is the technical rationale behind your belief? Why can’t larger companies with more engineers and more money replicate it or work around it with a different approach? Have you established some patent pending hurdles? Unique and difficult design-centric hurdles based on some proprietary technology? Please put a little more meat on the bones as your response requires faith versus some level of hard data/commentary. Thank you. This is clearly a hugely important issue for investors.
The core of our solution is our low power programmable fabric — something QuickLogic has spent 20+ years and millions of dollars developing multiple generations of (including dozens upon dozens of patents). Combing that fabric with our patent-pending CISC-based ALU produces a sensor processing engine that is (a) ultra-low power — significantly lower than MCU solutions and (b) in-system reprogrammable, something not possible with purpose-built ASSPs.
Additionally, with today’s announcement of our Integrated Development Environment, we provide our customers with a hardware and software starting point for algorithm and board development, something that we believe is quite unique.