Kopin（$KOPN） 3Q2020 Broad Overview

Posting this mainly for myself as a memorandum.
January 2021 Investors Reportより

セグメント
AR／VR。以下、Kopinによる市場予測。

事業概要
Kopin Corporation is a leading developer and provider of critical components for integration into wearable computing systems for military, industrial and consumer products. Kopin’s technology portfolio includes ultra-small displays, optics and low-power ASICs. Kopin’s proprietary components and technology are protected by more than 200 global patents and patents pending.
2020 4Q Report時点でDefense向けが71％を占める。Growth DriverもDefense向けLCD(液晶ディスプレイ)。

Product
以下例示。

顧客：上からDefense,Enterprise,Consumer

Financial
Defenseが大幅に伸張。Revenueは３Qにて前年同Q対比で+54.9%。
Link to Seeking Alpha: https://seekingalpha.com/symbol/KOPN/overview

リスク
コロナの影響もあり、主にアジアから調達する一部の原材料について十分な在庫がない。また在宅勤務増加による工場の人員数減少傾向。
We depend on raw materials and certain production employee staffing levels in order to maintain production. During the first nine months of 2020 our US production facilities did not experience significant issues with obtaining raw materials as a result of the coronavirus pandemic. However, for certain raw materials, including raw materials we source from Asia, we do not have significant amounts of inventory and we are receiving weekly shipments that are necessary to keep our production lines going.

チャート（using 25 SMA / Chart on the below indicates PSR）
Market Cap: Circa USD 780M
Revenue: Circa USD34.9M (TTM)