LongTermInvestor
Regular
Slide 12 of the Semi Conductor 2025 presentation was about the Onsor deal - " Predicting Epileptic Seizures"
Interesting note on the slide:
" Scalable for Future Applications Expanding into other medical conditions."
That implies what we all thought - Nexa glasses were never going to be a one trick pony for Onsor - there will be more.
Just for fun i asked GPT5 to prepare a table showing wearable product types and product concept beginning. Pretty much what we would have expected anyway. Just puts it together.
Saved me thinking about it and typing it.
"
Onsor Health Wearables Expansion Timeline
Year Focus Area Product Concept Strategic Goal Year 1 Epilepsy
Seizure-predicting smart glasses Establish credibility in neurological AI wearables Year 2 Cardiac Health
ECG-based arrhythmia detection wearable Enter high-demand market with Akida-powered personalization Year 3 Parkinson’s tremor tracker, Alzheimer’s cognitive monitor Expand neurological footprint using EEG/EMG signals Year 4 Sports Medicine
Concussion detection, fatigue monitoring wearable Tap into elite sports and wellness markets with real-time edge AI Year 5 Mental Health & Sleep
Stress, anxiety, and sleep disorder wearable Broaden into consumer health and wellness with adaptive biometrics
Strategic Highlights
- Neuromorphic AI scalability: Akida enables all these applications with real-time, on-device learning.
- Platform evolution: Each product builds on the previous, creating a unified health monitoring ecosystem.
- Distribution flexibility: Early products may be self-distributed; later ones could be co-developed or licensed to medtech partners.
The visual roadmap is ready above — it captures this progression with icons, milestones, and a clear path from epilepsy to broader health domains.
This roadmap looks far too conservative. Once the epilepsy device is released, I doubt everything else will roll out in a neat year-by-year sequence. More likely, multiple health vendors will move on the opportunity immediately, pushing several of these products into parallel development. Some of this work has probably already started behind the scenes. And given how these partnerships usually operate, there are almost certainly additional vendors under NDA - similar to Onsor - that we simply aren’t aware of yet.
