Podcasts about Topcon

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Best podcasts about Topcon

Latest podcast episodes about Topcon

The Infrastructure Podcast
The future of precision technology with Ivan Di Federico

The Infrastructure Podcast

Play Episode Listen Later Jun 2, 2025 31:19


Today's podcast is a special episode recorded live at Bauma 2025 in Munich—the global showcase for construction technology innovation.My guest today is Ivan Di Federico, the newly appointed President and CEO of Topcon Positioning Systems, a leader in geo-positioning and construction technology, with solutions that are being used everywhere in infrastructure and agriculture today.Ivan steps into this role at a pivotal moment. Digital transformation is accelerating across both infrastructure and agriculture, driven by automation, AI, and advanced positioning technologiesSo how does a business like Topcon stay ahead of the curve - and the competition? What does the future of Topcon look like through Ivan's eyes? In this episode, Ivan shares how the company is navigating today's challenges and preparing for what's next.ResourcesTopcon WebsiteHistory of Topcon Positioning Infrastructure techAgriculture techTopcon technologyMillimeter GPSTopcon sustainability

Brewing with BIM
BWB Episode 94 - Connecting the Field to the Office with Scott Langbein

Brewing with BIM

Play Episode Listen Later Dec 9, 2024 43:05


Hey BWB Fans, Join us on the latest episode of Brewing with BIM as we sit down with Scott Langbein from the Aptix division of Topcon. We delve into how Aptix is revolutionizing construction workflows by seamlessly integrating platforms like Autodesk Construction Cloud and heavy equipment on the jobsite, automating data sharing, and providing real-time insights. Discover how this innovative platform is helping teams optimize project management and collaboration in heavy civil construction. Don't miss this engaging conversation filled with insights into the future of construction technology! --- Support this podcast: https://podcasters.spotify.com/pod/show/brewingwithbim/support

雪球·财经有深度
2709.隆基绿能,这几年带给我们怎样的启示?

雪球·财经有深度

Play Episode Listen Later Dec 7, 2024 7:34


欢迎收听雪球出品的财经有深度,雪球,国内领先的集投资交流交易一体的综合财富管理平台,聪明的投资者都在这里。今天分享的内容叫隆基绿能,这几年带给我们怎样的启示?来自侯兵hoping。过去几年,我们原以为隆基的组件业务是一个王者,即便已知硅片市占率将下行;原以为过去几年,“秘而不宣”的电池技术是王者,即便我们知道此举将得罪整个“友商”;原以为过去几年,氢能战略、光伏建筑是弯道超车,开启新的增长极,即便我们已知此举将失去电化学储能市场的广阔空间;原以为过去几年,隆基一如既往的踏踏实实,屯粮垦荒,无所不能,即便我们知道“隆基传媒”总是言过其实……隆基在过去几年“广积粮”,但是否能够“筑墙高墙”?第一,屯粮垦荒或是战略上仅有的亮点隆基绿能至今依然保持了强大了现金储备,货币资金高达511亿,傲视群雄。资产负债率也仅有59%,大幅领先于友商。在过去数年,甚至近十年,隆基绿能稳健的财务指标甚至成本控制能力一直是楷模,直到今日。隆基绿能依托上下游占款带来的大量滚动资金,而使有息负债一直保持极低水平,财务费用极低甚至为负。而2021年开始,隆基绿能与友商同期大规模扩张相比,显得极为谨慎,以至于囤积大量现金和相对靠谱的财务指标,是其逆风翻盘的主要“动力”。这一点毋庸置疑,但今天我想更多解读隆基绿能的战略失误。第二,神秘电池原以为是“王者”在硅片大本营上输掉“面子”的隆基绿能,试图想通过“电池领域技术迭代”重新树立王者地位。就有了后来,许多“秘而不宣”并“涂抹掉”的各种先进电池基地投产的图片。先是TOPCon(隧穿氧化层钝化接触太阳能电池技术)的秘而不宣,后来是“H P B C”(复合钝化背接触电池)一代的再次秘而不宣。竟不想,似乎都是青铜。而今需要“扩大朋友圈”,以支持业务发展。隆基绿能,确实可以站在时代的风口。但是显然一错而错。其最终投入重金打造的H P B C一代产品,即建立在P型电池基础上的B C产品,却因为TOPCon技术的持续升级提效,而沦为“笑谈”。最终也要被改造为N型T B C(即H P B C二代)。投资30多吉瓦,耗费巨资带来的投入,却还要花不少钱进行改造。而后来投资的30吉瓦TOPCon产能虽然是勉力为之,但更加定调了其失策和摇摆的“战略”。如果你非要解释为,为更强一代的B C(背接触电池技术)做技术准备,那60多吉瓦的产能投产即改造,且改造费用不低,并不是开玩笑的。总之,秘而不宣,秘了个寂寞。第三,高效电池,溢价率之谜隆基绿能的领导层,一直在试图证明其H P B C产品相对TOPCon产品能做出多少溢价率,一毛,两毛,甚至四到六毛的豪言壮语。我此前一直不理解,隆基绿能董事长钟宝申在投资者业绩交流纪要时所披露的四到六毛的溢价率是如何计算的,直到我最近详细拆解了数据之后。根据隆基绿能总裁李振国及行业相关数据推测,明年H P B C二代组件端主流量产效率为24%左右。而隆基溢价率则参考的是TOPCon技术主流效率为不足23%的前提下,得出了1毛多的溢价率推测。但实际上我们知道,TOPCon技术的先进钝化技术也在突飞猛进,而隆基B C二代的效率提升的一大重要因素就是钝化技术的进步(正负极复合钝化)。所以,大概率上来说TOPCon产品主流量产效率将与隆基绿能B C二代产品效率差异限制在0.6%左右甚至以内。这就导致了一个问题,溢价率不会特别高。此外明年高效组件的出货量依然有限。根据全行业数据推测,包括TOPCon和B C二代等在内的高效组件明年出货有效产出整体维持在100吉瓦以内。此外,在这里我也想强调两件事情:首先,隆基绿能的溢价率测算,不应该只是参照组件效率23%以内的TOPCon产品,这样显失公平,且不能准确反映其产品和竞品之间效率的差异;其次,隆基绿能的宁夏实证案例,为高辐照区域,还要补足中低辐照区域市场的实证,才更有全面参考意义;我们不需要“过分传媒”,而需要实实在在。否则溢价率之谜,永远让人无法满意。我其实乐于看到,电池效率的大P K,这是真正的技术进步和穿越周期、国际贸易壁垒的保障!第四,与电化学储能失之交臂我最近一直扼腕叹息的是隆基绿能的氢能战略,并不是完全不看好氢能,而是因为隆基的氢能战略,影响了对电化学储能市场的看法和战略,使之错失了“光储并济”时代。这个时候,有人说,发展晚了,定型了。我这里只想讨论过去的战略问题。氢能战略的失误,同样可以参照光伏建筑领域的投入,过于超前,而忘却了眼前的繁花似锦了。第五,硅片领域负重前行我一直不理解,隆基绿能为何不做“电化学储能”,而孤注一掷发展“氢储能”业务。我也同样不理解,坚持182方片而“拱手”将市场让与友商,是何等的荒谬与偏执。有人说,隆基是因为无法提升硅片尺寸至210,或者代价更大所致。而隆基却坚称,210自己可以轻而易举的去做。但事实却是,隆基绿能硅片外销市占率的持续下滑,并远远为友商甩在后面。而曾经坚定的盟友,也一度占到了210阵营之上。同时210的友商们,也生产182硅片甚至组件,两个市场通吃。这十分难以理解。第六,新一轮资本开支不少虽然,隆基绿能在B C二代上效率优势确实要比TOPCon友商要大一些,但是并没有预期的要高出1%的效率来。而隆基绿能要投产大量B C产能,包括改造都要花比较大的费用。而TOPCon的提效成本可能要小的多。这就决定了短期这场高效组件的战役,还难以结束,直到真正拉开效率的差异为止。第七,北美市场屡屡折戟沉沙隆基北美市场的失策,正是源于组织架构冗余和低效所致。在光伏数字化转型的大背景下,畅通产业链智能化、数字化和可追溯管理势在必行。而隆基此前据传“养了”许多战略人士,却在北美市场反复折戟沉沙,令人不解。每每想到隆基绿能的这些,总是扼腕叹息,不吐不快。我想,这也是萦绕在80多万股东心中的不解和愤懑吧。

ZimmComm Golden Mic Audio
2024 AgGateway annual - Environmental Reporting panel

ZimmComm Golden Mic Audio

Play Episode Listen Later Nov 12, 2024 13:45


The Monday keynote features a panel discussion moderated by our EVP and COO Jeremy Wilson. Serving on the panel are three retail representatives who are in the field and plugged into challenges and opportunities in data gathering for environmental reporting in sustainability and carbon programs: Brian Henze from Growmark, Trey Colley from Greenpoint Ag, and Caleb Smith from Keystone Cooperative. Also joining the panel is Michael Gomes, vice president, sustainability at Topcon. With expertise in field computing and data collection and the impact of each on the value chain, Gomes and will share his perspective on how we achieve success with the environmental reporting data we acquire.

pv magazine Deutschland
Was Forscher begeistert und was sie frustriert - Eindrücke von der EU PVSEC

pv magazine Deutschland

Play Episode Listen Later Oct 14, 2024 69:09


Die 41. EU PVSEC war mit 1.800 Teilnehmern und 1.100 Präsentationen wieder eine der größten Photovoltaik-Konferenzen der Welt. Im September 2024 bot sie internationalen Wissenschaftlern und Industrievertretern Möglichkeiten zum Austausch über die wichtigsten Themen der Branche. pv magazine Chefredakteur Michael Fuhs war vor Ort und spricht im Podcast über die neuesten wissenschaftlichen Erkenntnisse. Er hat den Experten zugehört und ihre Einschätzungen mitgebracht über die Perspektiven von TOPCon und Perowskit-Tandem-Solarzellen, über Qualitätskontrollen und UV-bedingte Degradation, über die Produktion in Europa und den europäischen Strommarkt.

The 20/20 Podcast
One Of The Most Specialized ODs In Myopia And Ortho-K In The World: 'Myopia Is An Axial Length Disease', 'Prevent Future Diseases Instead Of Reacting To Them' - Dr. Sherman Tung

The 20/20 Podcast

Play Episode Listen Later Oct 1, 2024 33:06


Join us for an episode with Dr. Sherman Tung, one of only 150 optometrists globally with an FIAOMC Fellowship and a leading expert in Myopia Control Treatment.Dr. Tung shares his journey to building a successful myopia management practice in Vancouver, revealing how the Topcon MYAH played a crucial role in his growth. He offers valuable insights and actionable data for practitioners at every level, covering when to initiate treatment, how to interpret key metrics, and effective strategies for attracting new patients to a myopia management program.A special thanks to Topcon Healthcare for supporting this episode.Learn more about Topcon and the MYAH: https://topconmyah.comhttps://www.myopiaprofile.com/company/topcon

Privacy Please
S5, E219 - Choosing the Right Privacy Ally: Counsel, Consultant, or a Secret Third Option?

Privacy Please

Play Episode Listen Later Aug 13, 2024 60:09 Transcription Available


Send us a Text Message.Ever wondered how evolving privacy laws impact your company's risk profile and compliance strategies? Join us for a captivating discussion with Ray, the Chief Compliance and Data Privacy Officer at TopCon Healthcare, and K, a seasoned privacy attorney with a unique nursing background. Ray shares his journey from the early days of HIPAA to his current challenges at TopCon, while K offers insights on transitioning seamlessly between legal and non-legal roles. Together, they unravel the complex interplay between legal and consulting roles in data protection, offering valuable insights for anyone navigating the privacy landscape.From the merits of hiring consultants versus law firms to manage privacy programs to the intricacies of data inventories and impact assessments, this episode tackles the pressing issues companies face today. We explore real-world scenarios, like the innovative Harmony platform at TopCon Healthcare, demonstrating how new business activities can shift a company's risk profile. Ray and Kay provide a balanced perspective on when to engage consultants for their hands-on expertise and when to turn to law firms for their regulatory acumen.But it's not all serious business—Ray shares a hilarious anecdote about the precise positioning of toilet paper, adding a touch of humor to our deep dive into privacy tech evolution and the essential collaboration between privacy and security officers. Whether you're a privacy professional or someone interested in the dynamic between legal and consulting roles, this episode is packed with insights, practical advice, and a few laughs. Tune in and gain a fresh perspective on the ever-changing world of privacy compliance and consultancy. Support the Show.

The Intentional Agribusiness Leader Podcast
Rich Haynes: Evolving Nature of Agriculture

The Intentional Agribusiness Leader Podcast

Play Episode Listen Later Aug 1, 2024 34:00


Rich is the Agronomy Manager for the Eastern US. He has almost two decades in the agricultural industry - focused primarily on precision agriculture, 4R and sustainability. Before joining Sound Agriculture, Rich majored in climatology, hydrology & GIS and has worked on farms and in the ag industry his whole career. This has included AGCO, Topcon and Taranis giving him a wealth of experience in machine control, data management, imagery/analytics and on-farm implementation. With a passion for data, sustainability, and soil health, Rich is well versed in the many ways to complement natural systems with modern technology to deliver ROI to the farmgate.In this engaging episode of the Intentional Agribusiness Leader Podcast, host Mark welcomes Rich Haynes from Sound Ag to discuss the principles of intentional leadership within the agribusiness sector. As Haynes delves into the importance of setting a vision and making deliberate choices, listeners gain insights into how he practices intentionality both personally and professionally. The conversation underscores the relevance of being goal-oriented and the significant impact of acknowledging and managing time efficiently.Throughout the episode, rich discussions occur about the evolving nature of agriculture, particularly with regards to technological advancements and soil health. Haynes shares how Sound Ag is at the forefront of nutrient management solutions. This dynamic conversation touches on crucial aspects such as talent retention, maintaining a positive work culture, and the transformational power of vulnerability as a leader. Key Takeaways:Intentional Leadership: Setting a vision, making deliberate choices, and executing actions to ensure success are fundamental to being intentional.Time Management: Balancing forward planning with flexibility is vital to maintaining productivity and personal well-being.Recognition and Autonomy: A culture of recognition and providing employees with autonomy can significantly enhance team performance and satisfaction.Technological Advancements in Agriculture: The rapid evolution in ag technology demands continuous learning and adaptation by leaders.Importance of Vulnerability: Exercising vulnerability and openness as a leader fosters trust and deeper connections within teams.Notable Quotes:"I think it really starts with defining a vision. And then once you have that vision, then it's making really deliberate choices and actions based on those choices." - Rich Haynes"I'm a big proponent of a great work environment equals great work." - Rich Haynes"My personal take is, I think that we get a lot of rope to do things with. So there's a lot of decision-making ability." - Rich Haynes"I think the really great leaders I've had as managers in the past have always helped me to grow and to be better." - Rich HaynesDon't miss this enlightening episode that offers a depth of knowledge and practical strategies for intentional leadership in agribusiness. Tune in to gain valuable insights and stay updated with further episodes of the Intentional Agribusiness Leader Podcast.

Rethink Energy Podcast
Rethink Energy 193: China's ammonia-coal co-firing pilot, First Solar's TOPCon patent infringement, offshore wind breakage issues

Rethink Energy Podcast

Play Episode Listen Later Jul 26, 2024 22:12


In this week's episode , the Rethink Energy team discusses: China's ammonia-coal co-firing pilot scheme, and how otherwise-curtailed renewable energy could help to make green ammonia affordable. China curtailed 17 GWh of its wind and solar in 2023. First Solar's TOPCon patent investigation which is looking to inconvenience its silicon-based rivals - and how First Solar will pursue next-gen photovoltaic technology in future, looking beyond single-junction. The offshore wind breakage issue, and how incidents like the recent one at Vineyard One will interfere with risk perception and project financing, even if there is no broader reliability problem lurking like the one which came out with Siemens Gamesa last year.

Enerji Günlüğü Enerji Bülteni
Enerji Günlüğü 5 Nisan 2024 Enerji Bülteni

Enerji Günlüğü Enerji Bülteni

Play Episode Listen Later Apr 5, 2024 4:29


Enerji Günlüğü Haber Bülteni:Türkiye'nin ve Dünyanın Enerji Gündemienerjigunlugu.net

Probably True Solar Stories
Probably True Solar Songs: The Solar Coaster Life (Sort of Live)

Probably True Solar Stories

Play Episode Listen Later Apr 3, 2024 7:57


On the next Probably True Solar Stories, we introduce our music division: Probably True Solar Songs. You'll also learn about our new solar-themed dive bar, meet the band, and hear our first future hit solar song, "The Solar Coaster Life." True Solar TakeawaysCheck out the original solar music pioneers and their real solar music written and sung by humans:Christie McCarthy & Jam Session - "Rise and Shine" - Watch it here.Cell Test Dummies - "Pure Energy (The Solar Song)" - Watch it here.The ReVisionistas - "Cover of the Solar Pro" - Watch it here.All Probably True Solar Songs were created through a music AI program with human prompts and editing. The Kilowatt Club is as fictional as the band and our usual silly stories.Thin film, TOPcon, PERC, HJT, and Perovskite are different types of solar panel chemistries.Authorities Having Jurisdiction (AHJs) inspect and approve solar and energy storage projects according to local codes and regulations. ----- Visit ProbablyTrueSolar.com to sign up for the newsletter to learn about new episodes and live solar storytelling events. Support the show by visiting the merch store and buying a tee shirt! Learn how sponsors can be a part of Probably True Solar Stories and tell their own creative stories. Follow @SolarFred and/or @ProbTrueSolar on Twitter to discuss episodes Don't forget to: Subscribe to the show on your favorite podcast streaming service Rate Review, and Share!

雪球·财经有深度
2460.细说光伏产能过剩与出清(下)

雪球·财经有深度

Play Episode Listen Later Mar 31, 2024 5:16


产能出清的方式与过程1、无法承受现金的消耗当价格战发展到一定程度,众多企业出现市场价格持续低于公司产品的现金成本的情况,眼看着资金不断消耗、不断减少。心里压力巨大,而且对未来看不到希望,这时就选择减产。减产就意味着能耗、人工成本等进一步上升,亏损继续扩大,最后只能停产,停产一段时间就是遣散员工,这个时候麻烦事情不断,供应商来讨债,追要应付账款。银行想保全资产。地方政府来谈当初招商引资是公司的产值和税收等方面的承诺。走到这一步基本上就出局了。2、技术性淘汰技术性淘汰是没有战火、没有硝烟的黯然退出。第一步是没有技术储备、没有资金来源的P型产能,产品的市场消失了,黯然退出。第二步是在技术进步中落后了的企业,产品缺少竞争力而失去市场而出局。估计每个环节大约有300GW左右的产能在2024年推出。这种推出基本上是永久性推出。3、商业模式的淘汰一体化头部企业掌握了销售渠道和客户资源,垄断了海外市场和国内的集中式光伏市场,凭借品牌、质量和服务优势在分布式市场扩大地盘。众多的二、三线企业的市场被不断蚕食,最后逐步退出。产能出清后的结局我们借用行业知名人士的观点。隆基的钟总在去年5月指出一半以上的光伏企业会出局。协鑫的朱总认为硅料能够供给N型硅料的只有通威、大全和协鑫,其他的就算了。阿特斯的高管指出最后光伏主产业链只有5家左右的企业存在。通威的刘总的观点是市场会用一年左右的时间平衡供求关系。以他们的行业地位肯定不是随便说说,而是深入思考的结论,值得我们重视。我对此也做了思考。我比较注重产品的竞争力和一体化商业模式。光伏行业本质上就是制造业,企业的利润来源于产品的销售。从过往看,产品的竞争力是最重要的。隆基前几年成为行业龙头就是因为其硅片的竞争力,隆基当时硅片的毛利率是27%,而第二名的中环毛利率左右17%。自然隆基就是硅片的龙头。同样,因为隆基的PERC电池的转换率高,隆基自然也是组件的龙头。通威能够保持6年电池片出货第一,也是因为其电池片的转换率行业第一。这二年晶科连续高增长,取得组件行业第一的地位,得力于其TOPCON产品的竞争力。天合能够高增长得力于其大尺寸的产品优势。从各个环节的产品竞争力看,硅料环节不能大规模生产N型硅料的企业将非常困难,到2025年面临生存压力。硅片环节是竞争最激烈的环境,同质化程度高,供给端大扩容,需求端向上游延伸、产品自供。结局难料。电池片环节TOPCON保持3到5年市场主流的地位,HJT2024年会有个大发展,竞争力显著提高。组件的产品竞争力主要依靠电池片的转换率。晶科在2024年保持领先地位,天合、晶澳继续在前列,隆基我在2023年写过二篇文章,至今没有出现好的转变,没有再花时间讨论的必要。通威、正泰和一道后劲很足,值得关注。光伏行业的总需求在未来将保持高速增长,光伏发电已经具备了替代传统能源的成本优势。制约光伏发展的储能问题得到缓解,储能的方式多样化和成本的降低、效率的提升,光伏发电的经济价值得到更好的体现。特别是绿色工厂的建设,自己发电自己用,不给电网带来压力。值得关注的是高能耗行业的光伏应用,云南铝业首开先河,安装120MW光伏发电,直接用光伏直流电来电解铝,效果很好。现在中国铝业也开始做了。将来高能耗企业,象电解铜、电解铝、钢铁、水泥、工业硅、硅料等企业自己发电自己用,不给电网添麻烦。轻工业更是可以完全依靠光伏发电满足电力需求。过几年高速公路光伏发电,电动卡车在休息站和物流仓库换电,一边发电一边储能,总之光伏的应用场景不断增加,行业发展前景光明。当下的产能过剩只是阶段性过剩,产能出清后光伏行业的集中度提高,行业会出现大市值的公司。2024年是光伏行业产业整合的关键性一年,是优秀公司发展壮大的一年,让我们期待吧。

Fast Five Medtech News Podcast
Synchron buys equity stake in Acquandas; Zeiss, Topcon settle trade secret theft suit

Fast Five Medtech News Podcast

Play Episode Listen Later Feb 2, 2024 10:44


Welcome to the MassDevice Fast Five medtech news podcast, the show that keeps you up-to-date on the latest breakthroughs in medical technology. Here's what you need to know for today, February 2, 2024. Check out the show notes for links to the stories we discussed today at MassDevice.com/podcast. BD is increasing its revenue guidance after releasing its Q1 earnings results. Fast Five hosts Sean Whooley and Danielle Kirsh talk about the earnings results and how BD's medical segment performed.  Cortex initiated a trial of its mapping technology for atrial fibrillation ablation. Hear more about the trial and company's technology. SoniVie has completed enrollment in a trial of its ultrasound renal denervation technology for hypertension. Whooley explains how the technology works and how optimistic executives are about completing the trial. Zeiss and Topcon have settled a trade secret theft lawsuit. The Fast Five hosts discuss the terms of the settlement and what Zeiss' original complaint was in the suit. BCI developer Synchron bought an equity stake in thin film maker Acquandas. Find out more about Acquandas' technology and executives' excitement.

雪球·财经有深度
2353.带你看懂光伏行业

雪球·财经有深度

Play Episode Listen Later Dec 15, 2023 8:57


欢迎收听雪球和喜马拉雅联合出品的财经有深度雪球国内领先的集投资交流交易一体的综合财富管理平台,聪明的投资者都在这里。听众朋友们大家好我是主播匪石,今天分享的内容叫带你看懂光伏行业,来自木禾投研。今年的光伏很有意思,行业需求节节攀升,很多公司业绩表现也非常好,但是市值却是一降再降。从今年1月1日开始到现在,A股近90家光伏企业加起来,整体市值已经蒸发破千亿。如果只算硅料、硅片、电池和组件这四大金刚,大概三十多家企业,总市值就蒸发了6600亿以上。也就是超过一半的市值,消失在三分之一的公司身上。难免就会产生一个问题,光伏到底怎么了?本文就系统性的来深度剖析一下光伏行业,先简单的说一下光伏四大金刚的情况。光伏四大金刚是指硅料、硅片、电池和组件四部分。硅料是一种半导体材料,现在主要应用在光伏和电子领域,市场非常大。硅料的生产原材料主要就是石英砂或者石英石。这些原材料由于纯度不高,所以需要提纯变成工业硅。硅料纯度主要分为两种,一种是6N标准,还有一种9N标准。之前的光伏P型电池,对纯度要求没那么高,所以主要用6N标准的硅料。芯片的底片也是硅料做的,由于集成度非常高,所以要用9N标准的硅料。硅料的四大巨头是通威股份、协鑫科技、大全能源和新特能源。这四家今年的市值都很惨。通威是绝对的老大,今年市值也蒸发了672亿。通威半年报的时候,产能42万吨,稳居全球第一,而且到2024年,产能将达到80万吨,2026年达到100万吨,非常疯狂。只有大全能源扩产比较克制,其他公司都在无视供需关系。行业产能远远大于行业需求,市场自然会打压价格。以目前的硅料价格来看,这四大巨头还是都盈利的,但是其他中小企业,必然有部分是亏损的,现在只是在熬现金流。实际上在年中的时候,多家中小企业就发布了信息,推迟扩产项目进度。如果不是这样,现在的行业硅料产能会更高。不过由于很多中小企业都是集中在近两年扩产,现在还没到显真身的时候。如果硅料价格一直保持在这个低位,甚至持续下降,明年很多公司,估计就要露出马脚了。正如通威股份的刘汉元所说,行业产能出清,已经在路上。硅料生产成硅棒,然后用各种切割设备,最后的成品就是硅片。主流的硅片形状分为两种,一种是圆的,也叫晶圆,半导体芯片主要用这种,一种是方形的,光伏电池主要用这种。切割硅棒最重要的设备是“金刚线切片设备”,这是隆基绿能以一己之力带动起来的。隆基绿能主要做单晶硅,所以带头研究金刚线切割工艺,并且投资和扶持了整个产业链。硅片领域是光伏四大金刚里面技术难度最高的一环,所以玩家没那么多,行业集中比较高。2022年全国硅片产量约为357GW,同比增长57.5%。2022年产量排名前五的,分别是隆基绿能以近86GW的成绩稳居第一,占比24%,TCL中环紧随其后,两家快要占据半壁江山了。另外全球的硅片行业,就等同于中国硅片行业,因为硅片产量,中国企业占了全球的97%以上。卷成本全世界没人能卷得过中国。所以硅片完全是中国企业内部竞争,跟国外没关系。把硅片做成的电池片,加上玻璃和电路,就变成了电池片组件,当然也有柔性电池片,是不用底板和盖板的。然后再用EVA胶把玻璃和硅片固定,再然后加上铝合金外壳和接线盒,就是完整的一块光伏电池,或者叫单个组件也行。虽然结构很简单,但是在中间电池片的处理上,工序还是挺多的。光伏电池主要分为P型电池和N型电池两种。现在行业公认的是N型电池会成为主流。N型电池目前主流是TOPCon电池,产能规模也越来越大,所有光伏企业,基本上都在布局TOPCon电池,可见PERC电池已经快到英雄末路了。目前有超过10家企业布局TOPCon电池,根据各公司公告的数据,“一道新能”夺冠,量产转化率已经达到26.1%。组件是光伏产品最后一个环节,直接用来建电站。技术难度也是最低的,所有做光伏电池的企业,都会自己做组件,因为组件的出货量,是衡量实力的核心指标。也还有一批中小企业,自己没有任何生产能力,把电池和辅材采购回来,也能自己组装成组件,但是对上游成本没有任何掌控力。所以光伏产业链里面,组件企业是最多的,未来也是最惨的。光伏组件的参与企业非常多,不过一年的出货量在10GW以上的,也就只有几家头部。根据前面剖析的光伏四大金刚硅料、硅片、电池和组件的情况,我们对光伏行业供给端的现状,有了比较全面的了解。全国所有省份的耗电量都在增长,意味着经济恢复是宏观趋势,不是个别现象。耗电量是经济的主要“脉象”之一,消耗能源就肯定会产生价值,否则就会关灯睡觉,即便不睡觉,也不会加班。当然我国的火电是非常发达的,就算没有新能源,我们传统的火电和水电,也能满足需求。水电受限于水源,目前适合建大型水电站的地方已经很少了,几年之后就会饱和。火电不一样,新建火电站或者扩建,都非常简单,除了消耗煤炭有污染之外,全都是优点。而且技术很成熟控制很方便,想多发电就多烧点煤,想少发电就少烧一点。不像光伏和风电,要看老天爷脸色吃饭。今年8月初,首趟光伏出口专列,中欧班列“长安号”运行,从西安到乌兹别克斯坦。在新能源领域,不管是光伏,还是风电,还是汽车,都在扎堆出海。我们的光伏主要出口地是欧洲,但是下半年欧美大幅度加息,恰恰大型电站的投资,对利率非常敏感,因为电站的回报周期很长,融资成本很大程度决定了投资压力。不过现在各光伏巨头在外国大量新建产能,包括美国在内,所以明年的出口数据应该也不会很好,但是企业的海外业绩,肯定会有比较好的提升。除了欧美国家之外,还有亚非拉地区的市场前景也很好,他们很多地区缺水,但是光照很充足,天然适合光伏发电。所以新能源不只是中国喜欢,全世界都喜欢,只是跟中国那三大限制条件一样,海外也有着类似的限制条件。对于光伏的需求,大的参照标准,当然是国际标准说的,在2050年之前,新能源发电占比要超过50%。不过这个时间太长了,还有27年的时间,都够一个行业起伏好几次了。但是有这个基本前提在,说明大家都认可新能源,这是趋势。那么当下或者近几年的光伏需求,主要取决于电网容量和储能。储能发展得很快,尤其是今年,可以用飞速来形容,明年会更快。电网容量是一个很麻烦的事情,不过国外要好一些,他们的冗余空间比我们大,毕竟新能源装机量远比不上中国。所以只要降低电站建设成本,市场依然很大。两年之后利用储能解决电网波动问题,光伏需求同样会有一波很大的增量需求。毕竟适合建光伏电站的地方太多了,不管是分布式的,还是西北大沙漠里面,都是未来的广阔的阵地。所以光伏的未来需求,肯定是没问题的,占比大幅度提升的前提条件,也正在慢慢形成。从今年的供需关系来看,似乎市场带着浓浓的悲观情绪。总结来看,未来两年是一个时间节点,从明年开始,就会有大量落后光伏企业被淘汰,这就是市场的残酷性。当供需关系恢复平衡后,市场需求又会重新快速增长。两年之内陆陆续续投产,加速行业产能出清,出清完了,自己庞大的产能,刚好享受巨大市场的红利,大口吃肉回血。这里面最关键的问题就是两个,第一个是这个时间期,是不是真的是2年,第二个是如果竞争激烈程度进一步加大,自己是不是真的能撑下去。其实要不了2年,明年就能起到决定性的作用。所以我们拭目以待,静看光伏市场的风起云涌。

AgriBusiness Global Podcasts
Topcon Positioning Systems' Mike Gomes Leads a New Global Sustainability Team

AgriBusiness Global Podcasts

Play Episode Listen Later Dec 12, 2023 20:00


For many years it seemed sustainability was little more than a nice buzzword. That's no longer the case. Sustainability is not a buzzword or a fad. Companies have embraced the concept and are working to improve all aspects of their operations. Topcon Positioning Systems has long focused on precision agriculture and recently created a global team designed to take sustainability to the next level both internally and with its partners.

雪球·财经有深度
2313.光伏企业里的格局

雪球·财经有深度

Play Episode Listen Later Nov 5, 2023 7:10


欢迎收听雪球和喜马拉雅联合出品的财经有深度雪球国内领先的集投资交流交易一体的综合财富管理平台聪明的投资者都在这里。听众朋友们大家好我是主播匪石,今天分享的内容叫光伏企业里的格局,来自爱理财的兰菇凉。隆基在这两年的经营表现也有很多不如人意的地方,经营策略上总是偏保守,应该争取的单子却没有去争取,导致市占率下滑,净利润下跌;美国市场也比其他友商经营地更差,不知为何,总是屡屡碰壁;连续两年,隆基都没有完成自己在年报里制定的经营目标。接下来,我想和大家分享一下,我为什么选择隆基的原因。不一定对,仅仅从我的思考角度,分享一下我的分析。优秀的企业家,都具有时间思维,也就是长期主义,他们不拘泥于眼前的得失,因为他们总有更伟大的目标。这一点,隆基管理层身上体现得十分明显。上一次光伏行业有重大分歧的时刻,还是单晶和多晶之争那时候。当时,几乎所有企业都选择了多晶这条路线,只是因为那时候的多晶成本比单晶更低。但是,光伏的本质是追求度电成本的不断降低,从第一性原理出发,虽然那时候多晶成本更低,但是转化效率也低,作为理论上有着最高转化效率的单晶来说,无疑有更好的发展前景,未来的降本空间是非常大的。后来,隆基的单晶硅片确实研发成功了,也成功降本了,但是那时候单晶还只是一个高端小众市场,并没有多少组件厂会真正买单隆基的单晶硅片。有意思的一个场景是什么呢?当时隆基管理层带头去到组件厂里,在小黑板上给他们算账,告诉他们在1-2年后,会赚到更多的钱,但是这些人都不为所动,坚定地不转单晶。难道是因为他们不想赚钱吗?我想有一个更本质的原因可能是:沉没成本。这些组件厂拥有大量的多晶产能,如果让他们放弃,等于是承认这些是落后产能,原先投资进去的设备原材料,这些钱就全部打水漂了。隆基从多晶的市场中,开辟出单晶这条路线,又坚定地一体化,这种选择,是基于隆基的管理层所拥有的时间思维。过去隆基的管理层会按照长期主义的角度去思考问题和做决策,以后的他们更是会这样做。面对TOPCon和BC这两个选择,从长期主义和时间思维的角度出发,隆基毅然决然地选择了BC这条路线。因为,在解决了成本这个问题之后,BC电池就是具有比其他结构的电池碾压性的优势,具有更高的转化效率,和更美观的外表。就像当年多晶和单晶一样,单晶是最好的选择。在眼下来看,虽然投资和布局TOPCon的一些公司,比如晶科,确实账面上的盈利很好看。但是实际评估后呢,TOPCon只是一种过渡路线,它会像PERC一样,虽然不至于快速被市场所淘汰,但最终会成为同质化产品。而且TOPCon相比PERC只有4-5分钱的价格差,但是大量激进投资TOPCon产能的企业,他们的固定资产,要花几年才能计提完毕呢?最后,想来说一下,光伏行业在我看来是一个非常有前景的行业,那么光伏行业里的其他公司如何呢?1)通威股份我个人认为,通威股份是一家真正意义上的周期型企业。从财务报表上来看,通威的ROE极其不稳定,一直在波动,很多时候都低于10%,甚至是负数,只有在年份最好的2021-2022年数据好看,因为那时候正是硅料的上涨时期。无论是饲料还是硅料,都是典型的周期产品,盈利不稳定,且同质化比较明显,综合来看,我个人不喜欢主营产品是这类的企业。就2022年的年报来看,通威85%的盈利来自于硅料,硅料的毛利率高达75%,这势必不是常态,迟早有一天会被打回原形,这可能是通威估值一直都很低的原因。02)TCL中环中环以前的ROE也非常低,一直到2021年之后才稍微好起来,并没有看到特别的竞争优势。它的年报里特别强调自己工业4.0优势,但是我并没有看到4.0的优势到底体现在哪里。我一直很奇怪,为什么别的光伏企业的研发投入可以全部费用化,而中环资本化的比例却不低。中环几乎每一年的资本开支都远大于经营活动现金流净额,也就是说,实际经营下来,其实并没有赚到钱。难怪它的资产负债表这么难看,账面上100多亿的现金,却有将近400亿的有息负债,如果后续融资限制了的话,中环用什么再去扩大投资呢?最后,如果确实按照李振国总所说的,在硅片大幅降本之后,今后的硅片大概率也就是一个同质化的周期产品,就算是隆基的硅片也避免不了,更何况是80%的利润都来自于硅片的这样一家专业硅片厂商。03)晶科能源晶科能源给我的感觉是一家非常激进冒险的公司。晶科能源的核心业务是组件,但是过去一直以来,组件的毛利率其实都大幅低于隆基,这说明晶科能源组件的综合成本是高于隆基不少的。2019年之前,晶科能源是光伏市场上的组件龙头,在2016-2019年这四年里,连续都成为组件出货量第一名。但是2020年被隆基反超,在2021年又被天合和晶澳反超,滑落到了第四名。在市场竞争下,自己的地位逐渐下降,营收和利润双双下滑,加上自己在美国上市,没有那么好的融资能力,那时候公司还有不少的电池缺口。后来公司做了一个决定,把所有的精力和资金都压在了TOPCon电池路线上,并借此机会回归了A股,终于迎来了经营上的好转。但是事物的发展一般是有两面的,晶科会不会成也萧何败萧何?况且TOPCon只是一种过渡技术,很快会被市场所淘汰,如果晶科没有储备像HJT和BC路线的研究,以后拿什么去和其他友商竞争呢?还没回归A股之前的晶科极度缺钱,过去的经营也呈现出一种过度失血的状态。上了A股之后,在这2年时间里,就融资了3次,22年年初的IPO融资100亿,后续发行的晶能转债,又是100亿,23年8月发布的定增方案,97亿元。结合晶科的处境,豪赌TOPCon可能是它唯一的选择了吧?回顾历史来看,无锡尚德、江西赛维、英利这些过去的光伏龙头,倒在了光伏历史的长河里。最大的一个原因正在,太过看重短期利益,疯狂想赚钱,而不顾当时的形势,盲目扩产,签订硅料长单,把大量的资本开支投入到了错误的项目里,才会导致企业最终现金流的断裂而破产。《周期》里有这样一句话:投资最大的秘诀就是活下来,不是胜者为王,而是剩者为王。对于企业经营来说,要考虑如何在寒冬里活下去才是最重要的。隆基不是完美的企业,管理层也会犯错,就像每个人都不是完美的人一样,但是它却是最符合我心里标准的企业。

Digital Transformers
Preparing for a Better Journey to Transformation featuring Vanessa Wieners, Topcon Positioning Systems

Digital Transformers

Play Episode Listen Later Oct 23, 2023 24:45


Most people know GPS as the technology that allows them to plot driving directions or locate a friend. But the technology is far more sophisticated than that and has many more applications as well. For example, in construction, geospatial technology makes it possible to visualize a building site using sensors that can ‘read' the ground, alleviating the requirement for project managers to be on site. Vanessa Wieners is the SAP IT Operations Manager at Topcon Positioning Systems, a leading manufacturer for the construction, geospatial, and agriculture markets. Listen in as she describes the current applications of this exciting technology and her own company's ongoing digital transformation journey with host Kevin L. Jackson.Additional Links and Information:Learn more about Digital Transformers: https://supplychainnow.com/program/digital-transformers/Subscribe to Digital Transformers and other Supply Chain Now Programs: https://digital-transformers.captivate.fm/listenThis episode was hosted by Kevin L. Jackson. For additional information, please visit our dedicated show page at: https://supplychainnow.com/preparing-better-journey-transformation-dt69

Rethink Energy Podcast
Rethink Energy 156: Rethink Energy's new EV battery technology forecast; xBC, heterojunction jostle with TOPCon as next PV cell mainstream

Rethink Energy Podcast

Play Episode Listen Later Oct 13, 2023 30:27


China's solar manufacturing giants have begun criticizing each other's choice of next-gen silicon cell design, Rethink Energy has released a new report detailing an immense diversity of battery and anode routes through 2040, and Europe's solar module stockpile trends towards 100 GW.

雪球·财经有深度
2257.为什么是BC电池?

雪球·财经有深度

Play Episode Listen Later Sep 10, 2023 3:38


欢迎收听雪球和喜马拉雅联合出品的财经有深度雪球国内领先的集投资交流交易一体的综合财富管理平台聪明的投资者都在这里。听众朋友们大家好我是主播匪石,今天分享的内容叫为什么是BC电池?来自老笨2点0。这两天雪球上多了一堆BC电池的讨论,胡乱拼凑为主,真知灼见少之又少。BC电池的理由说一千条,一万条,核心就是一条:怎么才能降低对光的阻挡同时还要提高电传递效率。从电学角度看,接触面积大,栅线粗降低电阻,当然电池内部消耗少发电就高。但是栅线在正面越粗壮对光的遮挡就越严重。而所谓双面电池,地面反射光不到正面10%,背面效率不具有决定作用。如果使用低电阻的银作为栅线,可以做到很细,但是成本上去了。所以BC电池天然就有两个优势:1,正面无遮挡,相比其他路线起码光的利用率要高2,3个百分点。2,背面栅线可以做粗,少用或者不用昂贵的银做耗材。那么为什么光伏干了这么多年,没人大规模做BC电池呢?答案是将电极全部放到背面做PN节,同一块电池不同区域有不同工艺,而不是传统电池分别在正面和反面做PN节,工艺难度自然就很高。芯片生产的结构比光伏电池结构复杂1000倍,芯片都能生产光伏电池在同一面做出P区和N区,有啥难的?确实,以目前纳米级别的半导体加工能力,做光伏电池就是小菜一碟。问题是成本,12寸晶元最便宜的也要几十万甚至百万级别,而光伏的电池非硅成本得控制在每瓦2毛以内,一块硅片加工成合格电池,也不到1.6元的加工成本。Topcon相比perc多了一个很薄的隧穿氧化层,这一层的厚度也就几个纳米。只有在这种厚度上量子隧穿才会发生。效率提升的关键就在于量子隧穿效应能避免复合损失。所谓复合损失,就是光子激发出自由电子后,电子跟空穴复合发热。这里膜的厚度均匀性对隧穿影响大,自然也影响效率。也就是说,光伏电池起码在长膜这一层是纳米尺度的操作。BC电池要把不同结构在电池的同一面加工出来。看出来区别吗,非BC电池的不同结构位于电池正面和反面,一道工序一种或多种工艺作用在同一面,比如令人头疼的所谓绕度就是A面工艺的气体跑到B面边缘,这是设计所不希望发生的。那么在同一面不同区域做不同工艺,怎么保证边界清晰质量可靠?BC电池实际上借鉴的还是半导体的做法。半导体加工也没办法控制生长精确发生特定位置,那么最后的做法就是刻蚀。把不要的地方雕刻去掉达成目标。具体技术细节纷繁复杂,我也不懂。就好比中医“金针拨障”,一下就治好白内障。而西医则是人工晶体置换。前者对工艺要求太高,省钱。后者规模推广,费钱。全世界,最大的量产BC电池在隆基,爬坡是千难万难,但是总算爬出来了。其他的扯那么多有用吗?

Solar Power World
Solar Spotlight: Keeping wattage high and footprint low on PV modules

Solar Power World

Play Episode Listen Later Aug 22, 2023 7:41


Photovoltaic solar modules continue to grow in wattage, and that often means increasing their size, too, but that doesn't always have to be the case. In this episode of Solar Spotlight, Lucas Moura, product marketing manager for international module manufacturer Trina Solar, discusses the significance of the compact yet electrically potent N-type TopCon solar module.

Probably True Solar Stories
The Red Knight and the Dawn of the Solar Dragon, Part 2

Probably True Solar Stories

Play Episode Listen Later Aug 2, 2023 22:38


On the next Probably True Solar Stories, we continue with part 2 of The Red Knight and the Dawn of the Solar Dragon. Gorin, The Red Knight has invented a technology to replace dragon power with short-sighted fossil fuel power. But can Gorin quietly replace hundreds of fire-breathing dragons without getting burned and starting a Second Dragon War? Maybe not...True Solar TakeawaysUnions are truly a part of our utility energy operations and construction. They bargain for good prevailing wages and benefits, and they can also get involved in energy politics. For example, utility unions largely oppose rooftop solar and will lobby for legislation and regulations that support large-scale solar (and their members). They also support legislation and regulations that disincentivizes rooftop solar. Why? Because small installation companies aren't part of the union and because they fear that rooftop solar will decrease utility solar jobs. In fact, we need both rooftop and utility solar in order to fight climate change.Likewise, coal, gas, and oil unions oppose solar because they also know that their jobs will decrease. But the clean energy writing is on the wall and their leadership understands that they will eventually need to support retraining their workers for clean energy and other industries.Energy wonks often refer to the cost of energy over time as the "Levelized Cost of Energy" or LCOE. It allows them to compare the total cost of a solar plant to, say, a gas or coal plant. Today, solar has the lowest LCOE. Milanium is an imaginary rare-earth metal. However, solar and clean energy is in great need of many rare-earth metals and not-so-are minerals. These include silicon, the base element for making solar cells for solar panels, and lithium for making rechargeable batteries. Peaker power plants are always on standby, so the cost to use them is very expensive. Utilities use speakers for backup power on hot days when more people are running their air conditioners.Solar technology is now mature and reliable. There are over 4 million solar installations in the U.S. and millions more around the world. PERC and TopCon are the current leading solar panel technologies. Perovskite solar panels haven't been commercialized yet, but they're close. Once commercialized, they will make solar panels less expensive and generate more power per square inch.Lithium-iron phosphate batteries are becoming more popular for home backup power.  However, most home batteries use Lithium-ion chemistries.The chemistry formulas for iron-air batteries are now being commercialized, allowing for affordable and long-lasting storage of solar and wind power. These batteries can provide several days' worth of stored energy, rather than just a few hours.Wind power is already an inexpensive and reliable renewable power.Geothermal energy is a promising new source of renewable energy. It harnesses heat from the Earth to create steam that powers electric turbines. Geothermal power plants currently exist in Iceland and Sonoma, Ca Visit ProbablyTrueSolar.com to sign up for the newsletter to learn about new episodes and live solar storytelling events. Support the show by visiting the merch store and buying a tee shirt! Learn how sponsors can be a part of Probably True Solar Stories and tell their own creative stories. Follow @SolarFred and/or @ProbTrueSolar on Twitter to discuss episodes Don't forget to: Subscribe to the show on your favorite podcast streaming service Rate Review, and Share!

The Myopia Podcast
#63 The Myopia Podcast: Dr. Nevin El-Nimri: PHDs in Myopia Research and Topcon's Myah

The Myopia Podcast

Play Episode Listen Later Jul 5, 2023 27:35


About Nevin W. El-Nimri OD, PhD, FAAONevin El-Nimri is the Medical Science Liaison in Vision Care for Topcon Healthcare. Nevin received her optometry degree from The Ohio State University in 2014. She earned her PhD in vision science from the University of California, Berkeley in 2019. Her PhD research focused on investigating the mechanisms underlying the increased risk of glaucoma in myopic patients. Nevin finished her postdoctoral fellowshipat the University of California, San Diego focusing on optical coherence tomography angiography and was involved in studies designed to improve the detection of glaucoma damage in myopic eyes.

SunCast
607: Why Every Installer Should Be Using PVEL's PV Module Reliability Scorecard: Tristan Erion-Lorico, PVEL VP Sales & Marketing

SunCast

Play Episode Listen Later Jun 27, 2023 53:06


On Today's Episode: It's easy to leave the job of module quality, reliability and even bankability up to “the big companies” or the distribution partners, or Bloomberg or a myriad of other players in the industry whose job it is to help parse what suppliers get blessed with acceptance to Approved Vendor Lists. But what if you really did want to know which solar module suppliers can actually back up their bankability report with true field-tested reliability data? It's not something that is a luxury for just the Utility-scale developers & EPCs any longer. As we cross the chasm to the early majority, we increasingly need to ensure that the product being sold to homeowners and business owners alike is going to actually perform as the spec sheet suggests it will. Enter PVEL and their nearly decade-long study of PV Module industry reliability.PVEL is a pioneer in the solar industry, helping buyers, investors, research institutions, and manufacturers to not only select the best photovoltaic (PV) products but also understand the impact of that selection on projects (and customers') results. One of their key contributions is their annual PV Module Reliability Scorecard, a comprehensive report that holds manufacturers to high standards and assists in identifying the best performing materials and products in the market.And the person at the helm of that report is Tristan Erion-Lorico, the VP of Sales and Marketing for PV Evolution Labs (PVEL). We had Tristan on the show way back in 2018, and he's long been an example I point to of someone who can rise up the ranks in a technical role without an engineering degree! PVEL benefits from Tristan's 15 years of experience in the solar and electrical industry, where he collaborates with a wide array of PV module stakeholders to ensure that PV product testing and qualification is done with the highest level of integrity and transparency.Tune in to better understand PVEL's rigorous testing process for PV technology, their unique PV Module Scorecard, and the implications it has for both raising the bar for manufacturers and providing you, the installer, with better selection criteria. You'll gain an understanding of emerging technology trends as well, including the ascension of N-type “Topcon” cells, as well as the various ways solar modules do fail (ie, what to look out for!). Tristan also highlights the rise of India in the solar manufacturing sector and forecasts upcoming trends for the industry. This episode is brimming with insights for anyone involved in the buying solar panels. If you want to connect with today's guest(s), you'll find links to their contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.SunCast is presented by Sungrow, the world's most bankable inverter brand.You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.Remember, you can always find resources, learn more about today's guest(s) and explore recommendations, book links, and more than 605 other founder stories and startup advice at www.mysuncast.com.You can connect with me, Nico Johnson, on:Twitter - https://www.twitter.com/nicomeoLinkedIn -

Superpowers School Podcast - Productivity Future Of Work, Motivation, Entrepreneurs, Agile, Creative
E100: Self-Help - Fighter Pilot Mindset to Succeed at Work - Dominic Teich (Author)

Superpowers School Podcast - Productivity Future Of Work, Motivation, Entrepreneurs, Agile, Creative

Play Episode Listen Later Jun 27, 2023 45:11


In this episode we delve into the journey of a fighter pilot. Dominic shares important life lessons, such as the importance of perseverance and how sticking to what we believe is the key to success. Discover how you can use a fighter pilot mindset to succeed at work. Dominic TeichDom “Slice” Teich brings his fighter pilot background and applies them to guide pilots, athletes, business owners, and students with afterburner techniques that American fighter pilots use to ensure mission completion. As an Amazon best-selling author, business owner, entrepreneur, civilian and military instructor pilot, he knows that busy individuals and teams struggle with information overload.  Since 2002, “Slice” has guided hundreds of students toward their goals. His blueprint is called Single Seat Mindset; an impactful group of 40+ fighter pilot guides with a combined experience of 700+ years. They share proven formulas and life advice to the insider circle community to ensure success and big goal achievement all while avoiding overwhelm, overload, and flameout. They dive deep into the productivity world to provide guidance through short, impactful steps.You won't find any other cutting-edge community like ours as we provide unique life experiences learned in the 3rd dimension.SingleSeatMindset.com

Topcon Talks Agriculture
A Field Day with Ag PhD | S07E06

Topcon Talks Agriculture

Play Episode Listen Later Jun 22, 2023 45:01 Transcription Available


We chat with Glenn Herz, Field Research Lead at Ag PhD, and Abe Eubank, Agronomy Lead at Topcon. They discuss what you can expect to see at the Ag PhD Field Day event in July and new research on plot management that reveals better tactics for increasing annual yields. It's an episode that will definitely plant some seeds!

SunCast
The Rise Of N-Type Residential Solar Modules & Why You Can't Afford To Ignore It!

SunCast

Play Episode Listen Later Jun 20, 2023 35:10


On Today's Episode: Are N-Type residential solar modules on your radar yet? Paul Heidesch, Director of Sales and head of distribution for Trina Solar in North America, unravels key trends and technologies that are currently shaping the residential solar sector. We delve into the rise of smaller, lighter, yet high-output modules, the increasing focus on value-added benefits over mere hardware, and how understanding these trends will be vital in a growingly competitive market. The conversation offers valuable insights into how N-Type TopCon technology and total solutions will become significant drivers in the sector.We'll dive into:Exploring how N-type TopCon technology is revolutionizing residential solar by optimizing weight, size, and power output.Understanding the benefits of 210mm N-type TopCon modules, with a focus on safety requirements and the potential for business and homeowner savings.Learning from Paul's expert advice on how installers can transition to N-type modules, decipher facts from fiction, and establish selection criteria considering factors such as availability, pricing, and future-proofing.Discussing the often overlooked yet crucial aspects like warranties, a company's bankability, and the availability of local support.Gaining insights into the homeowner perspective, including their preferences and the ways installers can provide reassurance through comprehensive warranties and aesthetic considerations like all-black modules.Paul offers a treasure trove of insights into the emerging N-Type TopCon technology and its transformative impact on the residential solar market. The in-depth analysis of current trends, technological advancements, and industry best practices presented in this discussion provides a valuable roadmap for anyone involved in or considering residential solar. You'll find more resources and learn about SunCast's guest(s), recommendations, book links, and more than 605 other founder stories and startup advice at www.mysuncast.com.You can learn more about partnering with SunCast here: https://mysuncast.com/sponsorsYou can connect with me, Nico Johnson, on:Twitter - https://www.twitter.com/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

大元宝说A股|今日股票
【0525午】光伏展会刺激topcon,英伟达也带不了AI了

大元宝说A股|今日股票

Play Episode Listen Later May 25, 2023 4:15


Let's Talk Design
'Taking a design approach to leadership' with Angus Chapman - Senior manager at Topcon - Lets talk ID

Let's Talk Design

Play Episode Listen Later May 23, 2023 97:42


This week I met with Angus Chapman. Angus is a Brisbane-based Industrial Designer who has worked for a range of in-house and consultancy design teams over his long career. Currently, Angus works for Topcon, where uses his design background to positively influence his design team. At Topcon, Angus works on a range of projects from agriculture to defence. In the podcast, we discuss the positives and negatives of working in an in-house design team and how that experience compares to consultancy design work. We also discuss the benefit of a design background in Angus's role as a senior manager. In addition, we discuss the move away from domestic manufacturing in Australia, where Angus gives his perspective on whether he sees manufacturing returning in the coming years.   If there is someone you would like to see on the podcast reach out to me through the comments section or through social media, and I will be happy to get them on. I hope you enjoy the podcast, and if you do would you consider subscribing and sharing the podcast with a friend to help grow the platform. Linkedin: Angus Chapman Roman Cherfan   Instagram: @topconag_aus @cherfan_design --- Send in a voice message: https://podcasters.spotify.com/pod/show/lets-talk-id/message

Kamaliev Digest
Revolutionizing Solar Energy: Unleashing the Power of TOPCON Solar Cells Technology

Kamaliev Digest

Play Episode Listen Later Apr 19, 2023 51:08


Listen to our conversation with Leo Rao, Sales Export Manager at Phono Solar.We discuss the future of solar cell technologies and especially the next big thing - TOPCON N-Type solar cells technology.What is TOPCON Solar Cells TechnologyDefinition and working principle of TOPCON Solar CellsHow TOPCON Solar Cells differ from other solar cells technologiesAdvantages of TOPCON Solar Cells TechnologyTechnical Details of TOPCON Solar Cells TechnologyComposition and Structure of TOPCON Solar CellsThe manufacturing process of TOPCON Solar CellsEfficiency, durability, and Reliability of TOPCON Solar CellsTOPCON vs PERC vs HJT ComparisonDefinition and working principle of PERC and HJT technologiesComparison of efficiency, durability, and reliability between TOPCON, PERC, and HJTAdvantages of TOPCON over PERC and HJT technologiesApplications of TOPCON Solar Cells TechnologyResidential solar installations and rooftop solar panelsCommercial and industrial solar installationsSolar farms and utility-scale solar projectsHybrid solar systemsQ&A

Irish Farmers Journal Weekly Podcast
Ep 753: Young Stock Podcast - Episode 39 - Building a business at 25 years of age

Irish Farmers Journal Weekly Podcast

Play Episode Listen Later Apr 3, 2023 31:37


On this week's Young Stock Podcast, Gary Abbott speaks with Gavin Weldon, who started up his own business, Wel-Tech Agri & Plant in 2013 at the age of 25. Wel-Tech are main agents for TopCon GPS systems, RDS on board weigh systems and Landquip sprayers.

Le nostre news sul movimento terra
Ascolta la news: a Samoter 2023, Topcon presenta due aree espositive e dimostrazioni live del Cantiere Digitale

Le nostre news sul movimento terra

Play Episode Listen Later Mar 13, 2023 4:09


Blacktop Banter
BB95: Smooth Rides w/ Mark Larranaga @topcontoday

Blacktop Banter

Play Episode Listen Later Feb 6, 2023 43:35


From a previous podcast with Indy Driver James Roe, my interest was sparked about the resurfacing of iconic International Racetrack, Silverstone, and how TopCon was able to use their technology to create a smoother, faster surface there. TopCon was kind enough to give us the time of Mark Larranaga, Director of Intelligent Paving, at TopCon. Mark first gives us some insight on how he, or any person, gets into a position in their career that has such a title. Then he dives in with us explaining what TopCon does and how they were able to us that technology to not only improve Silverstone, but other tracks around the world that Indy and F1 uses today. I found this conversation extremely Interesting, as I hope you did too. -Marvin 28 CIRCLES BANTER EXCLUSIVE LINK: https://28circles.net/blacktop-banter-asphalt-app/

Topcon Talks Agriculture
Environmental Benefits of Modern Dairy Production Technologies | S06E07

Topcon Talks Agriculture

Play Episode Play 23 sec Highlight Listen Later Jan 12, 2023 38:39 Transcription Available


Topcon's Dan Hendricks meets with Hansel New, the Director of Sustainability at Dairy Farmers of America, and Chad Huyser, President of Lely North America, to debunk common misconceptions about the dairy industry and shed light on how modern dairy technologies have positively impacted consumers, dairy farmers, and cows over the past 15 years. To read the full report, visit:www.aem.org/news/aem-highlights-the-benefits-of-modern-dairy-at-world-dairy-expo-in-madison-wisconsin

Topcon Talks Agriculture
Farm Succession with Jolene Brown, CSP, CPAE | S06E06

Topcon Talks Agriculture

Play Episode Play 28 sec Highlight Listen Later Nov 18, 2022 44:45 Transcription Available


In this episode, Topcon's Dan Hendricks meets with family consultant and author, Jolene Brown, to discuss the complex and difficult conversations of farm transition, and the important steps needed to ensure the farm business and family might continue. 

Topcon Talks Agriculture
Agriculture and Social Media | S06E05

Topcon Talks Agriculture

Play Episode Play 30 sec Highlight Listen Later Oct 27, 2022 33:03


In this episode, Topcon host, Dan Hendricks, and TikTok influencer, Mike Burkhart, discuss the evolution of social media in the agriculture industry, and how growers can use the platform to build stronger relationships with consumers.

Blacktop Banter
BB75: Racing to Success w/ James Roe @James_roe9

Blacktop Banter

Play Episode Listen Later Sep 5, 2022 44:34


My new friend and TOPCON sponsored Indy Lights Racing Pro, James Roe, sits down to talk about his career and how he got started. As well as his experiences racing on different pavement types and conditions. He also goes over what its like to race different car types altogether on different surfaces. One of the most insightful things we talk about is his racing of a famous track in Britain before it was repaved and after. He also gives us an idea of how TOPCON made this track repair as efficient as possible and how many, if not most, drivers are putting up their fastest lap times and records there now. Hope you enjoy this one as much as I did. -Marvin Link to save $199 off the 28 Circles Marketing Package: https://28circles.net/asphalt-app/?fpr=marvin21

大元宝说A股|今日股票
【0627晚】资源类部分企稳再度活跃,二季报窗口逐渐临近

大元宝说A股|今日股票

Play Episode Listen Later Jun 27, 2022 6:53


关于TOPCon和HJT️1、对于TOPCon而言,1)行业没有问题。基于目前中试线、龙头量产线的近25%的效率和97.5%以上的良率,成本端电池环节稍高于PERC成本,一体化组件已经持平PERC端的多个数据,我们判断TOPCon行业扩产没有问题;2)公司没有问题。下半年的天合、晶澳、晶科、钧达等龙头公司纷纷宣布50GW以上的扩产,整个产业在薄片化、降银浆及设备成熟度上来说,做的都是领先其他技术路线,所以无论是电池片、设备及耗材等环节,公司没有本质上的变化。��2、对于HJT而言,1)上周四开始,金刚玻璃、华晟新能源等行业新进入者纷纷召开扩产发布会,从数据端来看,HJT在效率提升(24.5%+)和薄片化做的确实不错(已经在探索130μm厚度),银浆、设备及其他非硅成本方面也在持续探索降本路径,但总体数据看和半年前比并未做到跨越式发展;2)行业扩产方面,下半年行业扩产规划10-20GW,主要集中在新进入厂商手里,龙头扩产意愿相对不足,也能看出对工艺成熟和成本方面的更多考量和进一步观察态度,这块仍有进一步降本提效的空间。��3、本质上来讲,P型向N型技术路线切换是必然的选择,这也带动了电池上下游产业链的技术变革,但N型路线有TOPCon、HJT及XBC等多个选择。从理论的角度讲,多种路线的理论效率、降本空间其实并无本质上的差异,各家会根据自己的技术储备、工艺成熟度及性价比来选择当下扩产的方向。我们判断未来几年大概率仍是多种路线并存的状态,目前TOPCon的产业化速度更快一些,而另外两者也在高速发展之中,没有必须要做“多选一”的方向押注,无非就是性价比的问题而已,这也是光伏行业发展的本质。

Solar Media Editors' Channel
Solar Media Cast: TOPCon's takeover, REPowerEU's PV power up and Europe's energy storage surge

Solar Media Editors' Channel

Play Episode Listen Later May 26, 2022 59:56


The Solar Media Podcast returns with a dedicated look at the health of Europe's solar and energy storage markets, looking at the wealth of TOPCon PV modules on display at Intersolar Europe, what REPowerEU means for solar manufacturing on the continent and where energy storage is thriving.

Straight From The Cutter's Mouth: A Retina Podcast
Episode 344: Suprachoroidal Drug Delivery and Teleophthalmology with Dr. Glenn Yiu

Straight From The Cutter's Mouth: A Retina Podcast

Play Episode Listen Later May 23, 2022


Dr. Glenn Yiu joins the podcast to discuss building an academic career, suprachoroidal drug delivery, and teleophthalmology barriers.Financial Disclosures: Dr. Sridhar is a consultant for Alcon, Allergan, Dorc, Genentech, and Regeneron. Disclosures for Dr. Yiu include Abbvie, Adverum, Alimera, Anlong, Bausch & Lomb, Cholgene, Clearside, Endogena, Genentech, Gyroscope, Intergalactic, Iridex, NGM Bio, Regeneron, Thea, Topcon, Zeiss.You can claim CME credits for many podcast ep

Oral Arguments for the Court of Appeals for the Federal Circuit
Carl Zeiss Meditec, Inc. v. Topcon Medical Systems, Inc.

Oral Arguments for the Court of Appeals for the Federal Circuit

Play Episode Listen Later May 6, 2022 30:00


Carl Zeiss Meditec, Inc. v. Topcon Medical Systems, Inc.

Oral Arguments for the Court of Appeals for the Federal Circuit
Carl Zeiss Meditec, Inc. v. Topcon Medical Systems, Inc.

Oral Arguments for the Court of Appeals for the Federal Circuit

Play Episode Listen Later May 6, 2022 30:00


Carl Zeiss Meditec, Inc. v. Topcon Medical Systems, Inc.

Notícias Agrícolas - Podcasts
Acompanhe os principais lançamentos da Agrishow 2022 no Marcas e Máquinas Agro

Notícias Agrícolas - Podcasts

Play Episode Listen Later Apr 29, 2022 29:22


No Marcas e Máquinas de hoje você acompanha uma cobertura exclusiva da maior feira agrícola da América Latina: Confira os lançamentos da Topcon na agricultura 4.0 com soluções para um melhor gerenciamento da lavoura. A Jacto também participou da Agrishow com lançamentos que vão desde o plantio até o monitoramento das operações. No estande da Tatu Marchesan, você confere a maior e mais completa linha de implementos e máquinas agrícolas e o lançamento do Sigma 2, um novo sistema de distribuição de sementes. A Stara também apresentou lançamentos para auxiliar o produtor no campo, um deles é o Zero Amassamento, uma tecnologia capaz de realizar o plantio com desligamento automático das linhas de semente onde acontece o tráfego de pulverizadores e distribuidores.

Notícias Agrícolas - Podcasts
VEJA AS NOVIDADES DA TOPCON NA AGRISHOW 2022

Notícias Agrícolas - Podcasts

Play Episode Listen Later Apr 25, 2022 21:39


VEJA AS NOVIDADES DA TOPCON NA AGRISHOW 2022

Better Wealth with Caleb Guilliams
Venture Capital And The Key To Smart Investing | With Casey Berman

Better Wealth with Caleb Guilliams

Play Episode Listen Later Apr 19, 2022 48:20


I am joined by Casey Berman, who is the founder and a Managing Partner at Camber Creek. In this episode I talk with Casey about venture capital and key frameworks for investing. Guest Bio Casey Berman is the founder and a Managing Partner at Camber Creek. He oversees all aspects of the organization. Casey leads the due diligence process for potential investments, makes investment decisions and participates in the management of portfolio companies. Casey currently or previously served on the board of Camber Creek portfolio companies HappyCo, Latch, Curbio, WhyHotel, Measurable, Zentility, SalesWarp, TF Living, ClearEdge3D (acquired by TopCon), Latista (acquired by Textura), Vedero (acquired by Murata), and Parkifi (acquired by Dish Networks). Guest Link www.cambercreek.com #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity (https://bttr.ly/ytclarity) The And Asset Book: https://bttr.ly/book (https://bttr.ly/book) BetterWealth Quiz: https://bttr.ly/quiz (https://bttr.ly/quiz) AndAsset.com: https://bttr.ly/andasset (https://bttr.ly/andasset) BetterWealth Youtube - https://bttr.ly/bwyoutube (https://bttr.ly/bwyoutube) Financial Advisor, Agent or Coach: https://bttr.ly/advisor (https://bttr.ly/advisor)

The Tillage Edge
Precision farming with fertiliser spreaders

The Tillage Edge

Play Episode Listen Later Apr 14, 2022 19:15


Precision placement of fertilisers is critical to ensure farmers get the maximum returns and on this week's episode of the Tillage Edge podcast, Craig England, a Precision Ag and Machine Control Specialist working with Topcon, chats about the extra accuracy a GPS enabled fertiliser spreader can bring to spreading fertilisers. Craig explained how the GPS spreaders can accurately turn on and off the spreader at the headlands but many spreaders, using section control, can modify the fertiliser applied to even out the spread on short ground or awkward corners. The GPS machines can employ different technology from weigh cells to sensing the torque on the discs but Craig says if these machines are properly maintained they have proven to be very reliable. For more episodes and information from the Tillage Edge podcast go to: https://www.teagasc.ie/crops/crops/the-tillage-edge-podcast/ Produced on behalf of Teagasc by LastCastMedia.com

Le nostre news sul movimento terra
Ascolta la news: partnership tra Topcon Positioning Italy e Microgeo per la distribuzione dei prodotti Sokkia

Le nostre news sul movimento terra

Play Episode Listen Later Mar 4, 2022 1:31


Partnership tra Topcon Positioning Italy e Microgeo per la distribuzione dei prodotti Sokkia

Solar Media Editors' Channel
Solar Media Cast: Solar's n-type revolution, Biden's battery supply chain review, surging installs in the US (and beyond)

Solar Media Editors' Channel

Play Episode Listen Later Jun 16, 2021 60:21


This month's episode of the Solar Media Podcast, sponsored by Honeywell, features discussion around the rise of new solar technologies and the drivers behind the n-type revolution. We review the latest products to be unveiled at this month's SNEC exhibition in Shanghai and reflect on recent news regarding the materials supply chain as the industry plots a course for TOPCon, heterojunction and beyond. Liam Stoker and Andy Colthorpe also take a look at new projections for solar installations in the US – just in time for the difficult fire season – and how energy storage continues to proliferate in both the US and a slew of new markets.

Papo Solar
Solar em 60: LONGi lança painéis bifaciais TOPCon tipo N na SNEC 2021

Papo Solar

Play Episode Listen Later Jun 4, 2021 1:00


As principais notícias do dia em 60 segundos: LONGi lança painéis bifaciais TOPCon tipo N na SNEC 2021. Preço da bateria de lítio deve cair 68% até 2050.

Radio Cade
Helping Diabetics Keep Their Vision

Radio Cade

Play Episode Listen Later May 26, 2021


Diabetes sometimes leads to loss of vision. What if there were a simple screening device to find out who is at risk? Dr. Lloyd Hildebrand, a Canadian ophthalmologist and founder of two start-up companies, invented a hand-held device that in minutes measures the eye’s electrical waves to detect patients who may be suffering from diabetic retinopathy. Hildebrand talks about the challenges in moving from academia to the start-up world. “It was hard to get somebody that understood what we were doing to fund the company and run it,” Hildebrand said, “so I drew the short straw.” *This episode is a re-release.* TRANSCRIPT: Intro (00:01): Inventors and their inventions. Welcome to Radio Cade the podcast from the Cade Museum for Creativity and Invention in Gainesville, Florida. The museum is named after James Robert Cade, who invented Gatorade in 1965. My name is Richard Miles. We’ll introduce you to inventors and the things that motivate them, we’ll learn about their personal stories, how their inventions work and how their ideas get from the laboratory to the marketplace. Richard Miles (00:40): An EKG for the eye is helping people with diabetes to keep their eyesight. Welcome to radio Cade, I’m your host, Richard Miles. And today I’m talking to Dr. Lloyd Hildebrand and ophthalmologist and founder of two startup companies. Welcome to Radio Cade, Lloyd. Dr. Lloyd Hildebrand (00:53): Thank you very much. It’s good to be here. Richard Miles (00:55): So Lloyd, I got to say you’re the second Canadian I’ve interviewed in the last three days. And our listeners may begin to think I’ve fled to Manitoba, Saskatchewan or somewhere, but I promise from the beginning, no hockey jokes, no references to Molson or any of that nonsense. Dr. Lloyd Hildebrand (01:08): Okay. At least it’s not February and 40 below zero. Richard Miles (01:12): Exactly. But I did want to comment on that. Actually, you were born in Canada and you grew up in Brazil. You came back to Canada for medical school, you practice in Iowa for a few years as a physician, then some training in Oklahoma, you worked in Portland, Oregon for a while. And now you’re either in New York or Las Vegas. I can’t remember where you are at the moment. Dr. Lloyd Hildebrand (01:30): I’m in Las Vegas now. Richard Miles (01:31): So the obvious question is, are you on the run from the law or sort of what explains your trajectory, give us a snapshot of Lloyd Hildebrand and why it is you in so many different places? Dr. Lloyd Hildebrand (01:39): Sure. I was born in Canada and at age four, my family moved to Brazil, Southern Brazil. All my parents were missionaries there. And I lived there till I was age 16. I came back to Canada and finished high school and went to do my undergraduate work in my medical school in Winnipeg at the University of Manitoba. I then went into primary care and was a primary care physician for almost a decade one year in Canada, and then move to council Bluffs, Iowa, where I joined two of the Canadian physicians there in a primary care setting, doing family medicine there, obstetrics. I then went back to training in ophthalmology at the University of Oklahoma in Oklahoma city at the Dean McGee eye Institute, which is a large regional well known academic center and did a fellowship at a family plastic and reconstructive surgery in Portland, Oregon. That was a one year program. And I was recruited back to the University of Oklahoma at that time. And I spent 22 years there on faculty and went through the full academic career there. I retired in 2016 to go to New York and work on an artificial intelligence project. I worked a couple of companies that were working with IBM Watson at the time. And after that project is completed, now I’ve decided to come to Las Vegas, Nevada and I start work on Monday, two days from now. Richard Miles (02:55): You’re quite the traveler. I did note that you’ve actually hit both coasts and the dead center of the United States, Canada and Brazil. So you’ve got the hemisphere pretty well covered. Lloyd, let’s talk about your core idea that you’ve been working on for a while, but I think is fascinating. I think that what we’d like to spend most of our time today talking about, and then later the company or the companies that you have founded to spread those ideas. So let’s start talking about diabetes, which isn’t obviously connected to eyesight for a lot of people, but tell us what is the connection to vision? And then what is the problem that you are trying to solve? Dr. Lloyd Hildebrand (03:29): Sure, well, diabetes is the largest growing problem and growing very rapidly at epidemic proportions, diabetes really does a lot of its damage in terms of damaging the end organs, The eye being one of them, the kidney, the heart, and the brain are also organs that can be damaged. It’s usually damaged to the small blood vessel of the eye and that’s called diabetic retinopathy and diabetic retinopathy is actually the leading cause of preventable blindness in working aged Americans. So it’s a major cause of vision loss. The real challenge in diabetic retinopathy is that it’s easily treated. They’re very effective treatments and there’s very, very good research, probably one of the best research diseases in our scientific literature. And yet at the same time, it’s best treated when patients are asymptomatic. So therefore patients with diabetes, there’s a guideline recommendations for them to have an annual examination or evaluation of their retina to see if they have treatable disease. And if you treat the disease, you can prevent the blindness. If they start having symptoms, you can prevent the progression, but it’s very difficult to reverse the vision that they’ve already lost. So therefore the real challenge becomes how do you treat people in a timely way? And the way to do that is to evaluate them regularly and have a reliable test for doing that. The result of the healthcare system though is that only about 40 to 50% of people have that test done on a regular basis. And as a result, a lot of disease go detected until it becomes symptomatic. And they’re behind the eight ball in terms of treatment at that point in time. Richard Miles (05:05): Can you give us a sense of the magnitude of the problem and do you know, what is the percentage say of people who are going to develop diabetic retinopathy? If they’re not checked? I mean, reminds me a little bit of skin cancer or certain forms of skin cancer, right? Where if you detected easy to treat, if you don’t detect it, it’s highly lethal. What are we talking about in terms of those folks who don’t get checked? Are they in big, big trouble? Dr. Lloyd Hildebrand (05:27): 80% of people will develop diabetic retinopathy at some point in their lifetime of the disease. And there are certain risk factors that are associated with it. How long you’ve had diabetes, how poorly controlled it is. So the hemoglobin a one C level or the level of blood sugar that you have also it’s associated with a higher risk of patients with high blood pressure and high cholesterol and triglyceride levels. So high lipid levels. So all three of those states combined to increase the risk of the patient in doing this. So the relative risk of people developing vision from this, there were about 40,000 people a year that go blind from diabetic retinopathy. So it’s significant and there’s a much larger group of people that then have what we call moderate vision loss and moderate vision loss. Wouldn’t be so moderate to you and I. It’s the loss of the ability to read newsprint and loss of the ability to drive. So they’re very, very significant impacts in terms of people’s lifestyle and activities of daily living. Richard Miles (06:24): It sounds like if you have diabetes or if one has diabetes, you should at least be aware of the problem. But if I understand it correctly, from what I’ve read, the key is you may get this recommendation from your primary care physician and then you get a referral to a specialist and it’s in that scene, right? That a lot of people just don’t get around to doing it, or they don’t want to do it or whatnot. And so a lot of people who are actually told are aware that this may be a problem, don’t do the critical follow-up and there for, they go largely undiagnosed. Do I have that right? Dr. Lloyd Hildebrand (06:53): That’s correct. So the big challenge in the healthcare system is what I call people falling off the wagon. And you fall off the wagon from the primary care setting to the eye care environment where the eye exam needs to be done. Part of that is because it’s asymptomatic people, don’t perceive the importance of it. Part of it is it takes time. It costs money to do that. Part of it is that there’s some resistance on the eyecare environment in terms of getting appointments in a timely way. So there’s some inconvenience factor in that as well. And some of it is just that people aren’t even referred for it because again, it’s the asymptomatic disease. Richard Miles (07:27): So tell me then about the technology that you’ve developed to make this more efficient. I assume a primary care physician can do this in his or her office or pretty rapidly, so you no longer have to refer them to a specialist. Dr. Lloyd Hildebrand (07:40): Yes. So again, drawing back from my experience as a primary care physician, diabetes has exploded since I last practiced as a primary care physician, but nonetheless, it was an important part of our treatment as well. And so one of the things that primary care physicians do very well is tests people find out when they hit a threshold of disease that needs a specialist and then send them onto a specialist. So our idea is if we could provide a test for a primary care physician to do that was reliable and accurate and convenient for them to do. And generally you have to consider also the economic aspects of it so that they can actually make some revenue from doing this. But that would be something that could help us address this issue because it would avoid patients having to move from the primary care setting to the eye care setting until they had what we call threshold disease or disease severe enough to need treatment. So the initial application that we did is we use the photographic technique to do this. There was a photographic technique developed by the national institutes of health that was used for all clinical trials that were done for the FDA, for the new treatments, for new therapies and for epidemiologic studies. And that technique was developed on film, very similar to the view master film reels of cartoons that we used to watch as kids, little view masters. And it used that ability to create stereo by creating these two different views, our initial solution for doing that in the first company, I started took photographs and converted that process from a film based process to a digital process, created a reading center. So the photographs could be done in the primary care setting sent to the reading center and a report sent back to the primary care physician with a red and green label on it, a lot more detail if they wanted to, but they knew that if it was ramped, they needed to send the patient onto the ophthalmologist for treatments. So what we’re using now instead of imaging technology is we’re using a different form of imaging electrophysiologic imaging, where we actually measure the electrical activity of the eye to determine whether or not there is disease present there. And so that’s where the EKG of the eye analogy comes from. So it’s simpler to do doesn’t require the challenges of imaging, particularly in patients with cataract, because it doesn’t require us to image through the eye to get the data and it can be done much quicker and the reimbursement model is better. So there are several different advantages to the techniques of doing that currently. So part of that then was developing the service in such a way so that it could be delivered in the primary care setting. The workflow would not interfere with how the primary care physician does his or her work, and then setting up a reading center to be able to interpret the data and then report it back and doing this all through a cloud based architecture for doing it, and then important to the primary care physicians that we be able to integrate this into their existing healthcare infrastructure, their EMR systems, and that isn’t such a trivial thing to do either. So once we got all of that established, we were actually rolling out our pilot site and then our pilot site was very successful. And once we were successful with that, we were really working on commercial deployment and that’s when COVID hit. So we have to shut down for awhile. And now we’re reopening at this point and time. Richard Miles (10:42): So that makes it sound like this idea should spread like wildfire, right? Because it sounds like a quite superior way of handling it. And probably it’s going to save if not lives, at least people’s vision. Let’s talk now about the companies that you founded, not just the origin story, sort of like the day, but also a little bit about the experience of doing so, because you’re not the first one that we’ve had on the show. They come from primarily an academic background. They hit upon a great idea through their research, or they are collaborators on somebody else’s original insight. And most of them find it a very challenging transition to go from the academic world in which you do research and you publish and you then move on to the next research and you don’t have to worry about who’s paying for the little lights over your head or air conditioning or any of that. When they go into this world, in which your idea doesn’t sell itself, it has to be developed it has to be tested. It has to be marketed, it has to be distributed. How did you get, first of all, the idea that you wanted to do this to be involved yourself, right? Cause there’s another path and simply you could license the technology. And a lot of people do that and you move on to whatever else you want to do in life, but you decided to take the hard road and actually get involved in not one but two companies. So tell us what was the impetus for doing that? And describe for us maybe your first, I dunno, six months, what was it like and what did you learn in those early days? Dr. Lloyd Hildebrand (12:01): A little bit of this is the story of necessity is the mother of invention. So a lot of this was stimulated by a need. I had to do something to do that, to keep the idea alive. We developed the technology in our labs and we had actually continued to grow and develop the idea. We’re validating the idea through research grants and doing it through the traditional academic settings. We had a very large national trial that was going to be done, which is going to be the largest clinical trial ever done through the VA system. It was funded. We got the highest scores ever granted the program. And then for some unknown reason, it was rescinded. Again, I’m still not clear on why that happened. It was an almost $10 million grant, which at the time was the largest grant ever granted the University of Oklahoma health sciences center. So when that happened, the university said, look, either you have to abandon the idea or what you need to do is commercialize this idea and license it out. So we said, fine, we’ll do that. And we had obtained a patent for it at the time. So we thought we had some very tangible intellectual property license it out, but again, those things are a little bit challenging to do. And it was hard to get somebody that understood what we were doing to fund the company and then to run the company as well. There were two other co-inventors with me and they asked one of us to step out. And so I actually took the short straw and stepped out of the academic environment on a leave of absence from the university, just as I was about to hit tenure, my tenure promotion. It was a bit of a challenge and it was something that I hadn’t done before. And I remember the driving force behind my initial business plan was the Ernst & Young book, How to Write a Business Plan. And I literally followed that line by line chapter by chapter and develop a business plan for doing that. And I started marketing the business plan locally in Oklahoma, at the time it was hard to do that because a lot of people didn’t really understand what we were doing and the.com was booming at the time. So I packed everything up and I went to California and I started cold calling people on Sandhill Road. Richard Miles (13:59): Did you have any mentors at all that you turned to, or that offered you advice or was it just the Ernst & Young book and trial and error? You know, their whole bunch of small steps when you start a company that you don’t even think about filing for registration and finding an office and getting office furniture, all those sort of things that in other circumstances just appear out of nowhere as you do your work, did you have a roadmap or did you just day by day figure out, well, I guess I’ve got to do this and I guess I got to do that. Dr. Lloyd Hildebrand (14:25): So it’s not that there weren’t mentors, but at that point in time, especially in our academic environment, we were fairly immature at this concept of commercializing technology. So I was a little bit of a pioneer in all of that. And I think I suffered a lot of the arrows that pioneers have in their backs as a result of that as well, but still I did have good mentorship from some business people in the community, some people inside the university and then some of foundations that supported research at the university and these people were early investors in the idea, if nothing else, they provided me with encouragement. But much of what I had to do is really learn on the job OJT for sure, on the job training for the largest part of it. And the most frustrating part about it was that we really had an investor community in the Southwest in Oklahoma and in the region that really didn’t understand the digital world and the digital technology. And that changed dramatically when I went to California, didn’t move there. But when I went there to visit with investors there. Richard Miles (15:23): Primary care physicians are your principle market. I take it right. I mean, they’re the ones who you really expect this, or at least their hospitals will buy it for them. Once you had the product up and going or something to offer, was it a struggle at all? Or was it difficult to sell them on this idea? I mean, having been one yourself, you knew the language, at least that wasn’t a hurdle, but were there cost considerations or ease of use consideration? Did they said like, yeah. Okay. It looks great, but you know, we’re just going to stick with what we do and that’s fine with us. What did you encounter that at all? Or was it an easy sell? Dr. Lloyd Hildebrand (15:52): It was not an easy sell, as you can imagine. Medical systems are very resistant to change. First of all. So innovation is difficult to get implemented in medical systems. And there’s plenty of doors in terms of how long that takes somewhere between 7 to 14 years to really get that kind of adopted change. That was one of the points of resistance. So one of the main concerns that they had is the reimbursement issues and the reimbursement issues were complex because of the regulatory events around reimbursement. So Medicare and CMS had certain regulations that we had to follow. There were anti kickback rules that had to be followed as well because of self referral issues. And there were some telemedicine laws that were also pretty antiquated at that point of time, particularly anything that was done out of state. And when that happened, then we also have to follow other new rules in terms of licensure to be able to do this in other States. So there were significant complications to doing that. And then there was the natural resistance of the medical system to changing anything that they’re doing. There was some resistance from organized ophthalmology as well, which seemed to think that this was a threat because the ophthalmologist perspective of the problem is I see every diabetic that comes in and I examine them. What they don’t realize is that 60% of them aren’t making it in. Right? And so that was also one of the burdens that we had to overcome in order to do this. Richard Miles (17:13): I think you pointed out an under-appreciated problem or problems in the medical device or healthcare industry, and that this is classic third payer problem, right? Where even if the physicians themselves love the product or love the technology very often, they’re not the ones paying for it, nor do they have to deal with the regulatory hurdles necessarily in getting to use it. So did you find yourself having to spend a lot of time at Medicare offices in Washington or with regulators and insurance companies convincing them, this was a good thing for the field? Or how did you negotiate those hurdles? Dr. Lloyd Hildebrand (17:48): So we actually had to develop a strategy who we call coverage and reimbursement. So first of all, we had to change the policies and make this acceptable in order to do that, we went to the accreditation body. First of all, MCQA that this would meet the quality regulations that were part of the heat it’s report card, which is the report card, measuring the quality of a health plan performance on all of this. So that’s the first thing we had to do. Then we had to go to individual payers in each marketplace in order to get them to provide coverage and the reimbursement for this. So part of that is that we did a technical assessment. There are these organizations that the Hayes group does technical assessments of new technologies that come out, get that done. They review the literature and then provide a judgment on whether or not this is a qualified test to be done. We then went into individual marketplaces and we, first of all, tried to get Medicare coverage for that region. And we did that by visiting with people at CMS central office in Baltimore first, and then with the local carriers and the local carriers each made their own decisions. There’s an interesting story about our initial visit to CMS. It was actually on 9/11 and it was at nine o’clock on 9/11. So you can imagine what that was like. As I was walking into the building, the building was streaming out and we were meeting with the director of CMS at the time Dr. Sean Tunis. And he asked us and said, do you want to stay for the meeting or not? And we said, well, if you’re willing to meet, we’ll still meet, but we understand if you don’t want to do that. And we met and then lights were all grounded by them. And so we rented the last car at the airport and drove 24 hours, back to Oklahoma city. So it’s a very memorable day when we got that, but it was also a very good meeting with Dr. Tunis. Richard Miles (19:29): Wow. You probably carried out one of the only previously scheduled meetings and actually finished it on 9/11. I was in Washington at the state department and it was quite chaotic and, um, yeah. Dr. Lloyd Hildebrand (19:38): It was very, very tense and we had just driven from DC to Baltimore. So during that time, it was a very interesting time and very chaotic time. Richard Miles (19:47): Let’s go back a bit now about the company. So you have two companies, right? The current one is Trinoveon did I pronounce that correctly or how you did, but then the first one was called Inoveon, right? Correct. Okay. What’s the meaning behind those words? And what’s the difference between the two companies? Dr. Lloyd Hildebrand (20:02): Well, Inoveon was the initial company that we did and really the name was an aggregation of the word innovation and eon, the age of innovation. And so that was really the concept behind it. And our mission really was the prevention of diabetic blindness, because that was our whole mission in doing that. And so we set that up and we developed the technology. We developed all of the protocols with the protocols, the workflow, the business model, the regulatory model, and then the competency reimbursement and coverage decisions with all the health plans. We went through some ups and downs. We had several investors cycles and all of that. And ultimately, we sold that company to a German company that was a health IT company based in Germany, focused in, on the ophthalmology space and the largest provider of EMR systems for ophthalmology in the world. That company was then acquired in the sharks and minnows game by Topcon, which is a large Japanese ophthalmic company. And they were very interested because they were developing the devices that we were using to do the imaging. And so this was a natural fit for what they wanted to do. However, they also had an internal team that was working on their own solution for this. And so when they acquired the company, they basically mothballed the company. But the residual of all of that was that we had one of the largest datasets for annotated data that had very high quality data and evaluations in it that were commensurate with the research quality data that the NIH trials had done. So we had about 3 million images in that dataset. So as a result that became valuable to some of the artificial intelligence groups that were out there, the Googles of the world, and some of the large pharmaceutical companies that were developing and some of them are device companies. And so that data set has become the core of some of the big data analytics that has gone into some of the automated image reading systems that are out there. The challenge with imaging system and reading is that there are some significant operational challenges doing that. Diabetics have a large incidence of cataract. So when you have a cataract, it’s difficult to get a good image. And when you don’t get a good image, you can’t get a good test result. There are other workflow issues and the cost of the equipment and the operation of the equipment is also complex. So we thought that might be a better way to do this. So after that company was sold and spun out and was doing all of those things, we continued to work on other new innovative technologies to solve the same problem. And that’s the origin of trying to Trinoveon. Richard Miles (22:26): So the difference in, let me see if I have this straight part of what the challenge was. You’ve got all this data, but the ability to interpret the data and is that where the AI comes in, it just makes it more efficient and more accurate. Is that correct? Dr. Lloyd Hildebrand (22:37): That’s part of it. We still haven’t validated that it’s more accurate. We had human readers doing it. We had a very, very high quality system doing it. In fact, in daily routine operations, we actually matched or out performed research, trial quality data in our reading centers. So that was still difficult to do. The second part of it is that what’s happened in the retinal imaging. It’s become more of a screening technology rather than a diagnostic technology. And so what they’ve done is dummy down some of the questions that they have, and trying to just basically find people that have some disease and just get those people over. And so they can eliminate about 50% of the population that way. Richard Miles (23:15): I see. I hadn’t thought about that key difference between screening and diagnostic. One is just kind of bare minimum to do with a triage sort. Right. And then the other one is to really try to understand the disease Lloyd, tell me, how do you spend your days now in terms of the life cycle of the company? Are you still primarily on the research and development end or strategic management or.. Dr. Lloyd Hildebrand (23:36): So the answer is yes, to all of those as you do at small companies, there is a difference with Trinoveon, so first of all, the technology is different instead of technology we’re using electrophysiologic imaging. Richard Miles (23:49): So it’s the electrical activity, not actual photos that makes this so much simpler or relatively less complicated than the systems that are in place now. Dr. Lloyd Hildebrand (23:58): Yeah. So the technology of the device is actually quite complex, but what we’re trying to do is we’re trying to simplify all of the workflow for the primary care physician. So it can be done simply by a medical technician and can be done in less than five minutes. That was really the goal of what we were trying to do. So we’ve systematically operationalized all of those aspects with a device that used to be a desktop device that you put your head into now its a handheld device, much like an ice cream scooper has a little cup on it like that, that you put over the eye and the electrode that goes onto the lower eyelid and attaches to the device. And then a series of flashing lights that trigger the electrical activity in the eye and auto correct any errors in it, getting a valid test. And once a valid test is done, it notifies the user of that. And they put it into a little holster and that holster sends it over the internet to our reading center. And then we send the report back to them. Richard Miles (24:52): Is something that if you went to your doctor, it would only be done if you were diabetic or is this potentially something you would do as a normal battery things that physician’s assistant will do before you see your primary care physician or is that over kill? Dr. Lloyd Hildebrand (25:05): So one of the critical elements of everything that we do is we try and make sure that there’s a very solid, scientific and clinical foundation behind it. So what we’ve done is we’ve only validated this approach for diabetic retinopathy at this point, electrophysiology of the eye is done for other conditions, such as glaucoma. Hypertension can also make some changes in the eye, but we haven’t validated that clinically, but those are some future applications that we had anticipated will happen. Richard Miles (25:31): Wow that sounds exciting. So usually what I’d like to do is give everyone on the show, a chance to dispense the many nuggets of wisdom that they’ve accumulated in their scientific and entrepreneurial journeys. And so I’m guessing that from time to time, you were asked for advice maybe from other startups or even other physicians who might be thinking of something similar, have you accumulated a short list of things that you wouldn’t do again, knowing what you know now or pitfalls you definitely stay away from if you were say, asked to serve as a consultant to somebody else’s business. Dr. Lloyd Hildebrand (26:00): Yeah. I think one of the real lessons that I’ve learned is that perseverance is probably as important as brilliance or intelligence in this game. Is that really persevering with the idea believing in it? And then when the naysayers come, it’s much easier to say no to something than to say, Oh yes, that’s wonderful. That was work. So I think you have to have perseverance and you have to be a little bit immune to some of the critique and criticism that are out there. Even from environments like the academic environment. Some of the harshest critique we took was actually from our research and development group at the university that was supposed to be supporting us for doing this. We had to work through constitutional amendment to the state constitution, which prohibited faculty from participating in equity positions in company. And so we have to work through a lot of these different issues in order to be able to even achieve it. Now, fortunately, we paved the path for other people to do it, and it’s a leisure to doing it, but they’re facing other challenges as a result. But I think perseverance is one of the key things. And I think the other one is really having a solid foundation for what you’re doing. That’s based in scientific merit, particularly in medical applications that has the validation to it always gives you the high road. And so when you face those challenges, knowing that you have that behind you, I think it’s a very, very powerful tool. Ultimately, sometimes it’s harder to sell people on that because they don’t believe you can do it, but once you can prove that you can do it, then I think it becomes a real selling point. Richard Miles (27:29): Right, because there’s nothing like confidence in your product. If you know it works, then it’s that much easier to go out and tell other people, I guess in many cases it’s a chicken and egg thing, right. You know that a certain trial probably will confirm or make confirm, but you need money to do that trial. And so how do you split the difference? Like, you know, I’m very, very confident, but I’m not certain and get somebody to fund that. Dr. Lloyd Hildebrand (27:49): The other lesson that you learn is that leadership in a company like this is lonely, it’s lonely at the top because ultimately somebody has to make the call. What’s your priority and spending, are you doing it on marketing? Are you doing it on research? Research people are pulling for more data, the marketing people just want more money, so they can go out and tell the message, right? And so you have to make all of these decisions, how much to invest in technology. And so when you’re making that final decision, I think you really have to think about what are the basic principles that you’re going for. What are the metrics that you’re using to assure that your decision is a good decision, then how do you implement that decision and not lose your organization. Richard Miles (28:25): The other comment I was going to make Lloyd is when you said that you didn’t get the support, maybe you’re expecting from the academic community. I was gonna say, I’m shocked, shocked to hear that that would take place pettiness in academia. And it reminds me of that famous. I think it’s a Henry Kitchener quote in which he said the fights in academia are so vicious because the stakes are so small. Dr. Lloyd Hildebrand (28:43): Well, that’s right in academics. And in a lot of ways is a very individual sport too, right? It’s a lot about how do I develop my own career and how do I prosper in that career? And so each individual achievement has to be allocated to somebody. And so that is one of the challenges. The second one is that entrepreneurship wasn’t typically viewed as part of the academic journey. And now I think a lot of those things have changed in some of the academic settings and entrepreneurship actually does count for some of that. So I think those are good changes. Richard Miles (29:13): Yes. And you’ve made a very impressive and rare transition, most academics. In fact, most academic adventures at some point say, you know, this is just not worth it. And I’m going to either get bought or let this go to somebody else. Although I guess you had the best of both worlds you got bought and you kept going, so that’s even better, but I commend you for sticking with it Because it is a tough road, lots of very bright, energetic, committed people who don’t ultimately succeed through a combination of circumstances. So congratulate you on doing it. Not once, but twice. Dr. Lloyd Hildebrand (29:40): I tell my children find something you do in life that makes it easy to get up in the morning. And usually that means that you find something significant. And when you experience a blind person and particularly somebody that’s blinded from something that was avoidable preventable or treatable, then you really realize the pain and suffering that you can prevent by doing something significant is really relevant to the world. And it’s meaningful. And I think that’s the main thing that drives me. I work in other blindness prevention programs internationally as well, cataract blindness that’s for example, and all of these activities I think are centered on this focus that I’ve tried to put into my career, which is how do we leverage information technology to give us better clinical tool. We have a lot of administrative tools in medicine that really encumber us more than they help us. So I’m really focused much more on the clinical side. It’s how do we get good tool to help us do this? And that was part of the work in AI that I’m very interested in continuing to foster as well. Richard Miles (30:35): Lloyd, thank you very much. These have been very inspiring, encouraging words. My takeaway from this is I need to start booking more Canadians clearly. Dr. Lloyd Hildebrand (30:43): That’s probably a good thing to do. Richard Miles (30:46): Right, thanks very much for being on Radio Cade and hope to have you back at some point. Dr. Lloyd Hildebrand (30:49): Absolutely. Thank you very much for the opportunity. It was a pleasure. Outro (30:53): Radio Cade is produced by the Cade Museum for Creativity and Invention located in Gainesville, Florida. Richard Miles is the podcast host and Ellie Thom coordinates inventor interviews, podcasts are recorded at Heartwood Soundstage and edited and mixed by Bob McPeak. The Radio Cade theme song was produced and performed by Tracy Collins and features violinists, Jacob Lawson.

OEM Industry Update
Automation Technology Continues to Evolve for Construction Equipment Applications

OEM Industry Update

Play Episode Listen Later May 18, 2021 25:20


In this week’s episode of OEM Industry Update, we’re taking a look at the continued evolution of automation technology for the construction industry through interviews conducted during CONEXPO-CON/AGG 2020 with our sister site ForConstructionPros.com. Companies including B&R Industrial Automation, Topcon, Doosan and Built Robotics offer their perspectives on the technologies they’re currently developing to enable automation of machines and work functions, and how they see automation further advancing in the coming years.  Learn more about your ad choices. Visit megaphone.fm/adchoices

MID-WEST FARM REPORT - MADISON
High Demand For Any Agriculture Grads

MID-WEST FARM REPORT - MADISON

Play Episode Listen Later Apr 27, 2021 50:00


Sustainability is a tricky phrase to get a handle on - especially if you're a farmer overseeing a lot of different projects related to your land.  Bob Bosold talks about the message that Wisconsin's dairy farmers are sharing with interested consumers about their sustainability plans through Julia Nunes, current Alice in Dairyland. Their tuition is paid - they've got jobs waiting with signing bonuses!  That's what's happening across the state at technical colleges like Fox Valley Tech in the Appleton area.  John Severson is an instructor in the agriculture curriculum and says those stories of what employers will do to snap up ag grads are true! Seavey Anthony is all about technology in the field.  From his background in crop insurance, he's helped craft software programs that can remotely gather critical information farmers want and distribute quickly and safely to partners that need it.  Conversation brought to you courtesy of Topcon. See omnystudio.com/listener for privacy information.

Topcon Talks Construction
Project Forward Answers At Your Fingertips | S02E02

Topcon Talks Construction

Play Episode Listen Later Apr 22, 2021 9:21 Transcription Available


For those of us that rely on technology for project completion and tight timelines, having the correct answer to the current challenge is the difference of profitability or frustration.  This episode discusses the myTopcon NOW! mobile app which is your ‘in pocket, while in the field' answer to just those questions.Even if you do not use Topcon solutions, that's okay too!  Listen how technology has continued to evolve so much within this industry that we can now give the familiar answer of, "Yes. There's an app for that."To learn more about Topcon or the myTopcon NOW! application, please visit www.topconpositioning.com 

Topcon Talks Construction
Quick Pit Stop with James Roe Jr. | S02E01

Topcon Talks Construction

Play Episode Listen Later Apr 8, 2021 62:29 Transcription Available


In the sport of auto racing, going fast and winning is a straight forward goal. But achieving that goal is a million step team effort each time. Listen in on a fun and open conversation with Topcon sponsored professional driver, James Roe, Jr.Kara Matsune and Oscar Cantu discuss with James what it takes to enter and thrive the highly competitive sport of auto racing. We get the answers you want to know at the end with a rapid fire Q & A session that you wont want to miss.To find out more about Topcon's partnership with James, please visit: https://www.topconpositioning.com/james-roe-jr

Topcon Talks Construction
Industry Outlook and Current Opportunities | S01E06

Topcon Talks Construction

Play Episode Listen Later Mar 25, 2021 46:30 Transcription Available


You'll hear a lively state of the industry conversation with Kate Fox Wood, Senior Director of Government Relations, Dariana Tani, Economist (The Americas) at GlobalData, and Murray Lodge, Senior Vice President & General Manager Construction Business Unit at Topcon. In this episode, you will learn about federal guidelines to help each state improve and develop infrastructure today. They also touch on current, potential, and future expectations of the industry overall.To view the video version of this, please visit this link: https://www.youtube.com/watch?v=UNPxKyaRcs0

Topcon Talks Agriculture
Only 40 Chances | SO3E04

Topcon Talks Agriculture

Play Episode Listen Later Mar 4, 2021 39:34 Transcription Available


This episode with Kevin Erb , CCA and Director, Conservation Professional Training ProgramUW-Madison Division of Extension Natural Resources Institute and Topcon's Jared Ochs is packed with great nutrient management tools and support. They dig deep on how to analyze your data to determine the best options to make every acre count.

In The Dirt
Technology or Bust - Joe Bradley of Brandt Positioning Technology

In The Dirt

Play Episode Listen Later Dec 21, 2020 37:39


GPS Machine Control is changing the way companies move dirt in the modern day. Join Joe Bradley and myself In The Dirt as we discuss Topcon GPS machine control, the evolution of GPS machine control, how it is saving companies time and money, and Brandt's new Topcon equipped 3D automatic excavator. If you like dirt, heavy equipment, or construction, this episode is worth a listen.To learn more about Brandt's Topcon Machine Control offerings visit https://www.brandt.ca/Divisions/Positioning-Technology

Very Hicken Bros.
California to home Toyota's revolutionary hydrogen fuel car later this month

Very Hicken Bros.

Play Episode Listen Later Dec 20, 2020 56:14


Trevor and I discuss the following topics: Vuzix and Topcon collab (https://siliconangle.com/2020/12/16/vuzix-topcon-bring-augmented-reality-construction-sites-across-europe/), Among Us on Nintendo Switch (https://www.engadget.com/among-us-switch-launch-today-173338948.html), ZeroAvia funding round (https://www.cnn.com/2020/12/16/business/zeroavia-hydrogen-planes/), Ubisoft+ on Stadia (https://9to5google.com/2020/12/14/ubisoft-plus-arrives-google-stadia/), Zoox car reveal (https://www.slashgear.com/zoox-self-driving-robotaxi-revealed-amazon-cash-builds-bidirectional-pod-ev-14651075/), Carl Pei's new startup (https://androidcommunity.com/carl-pei-secures-7-million-funding-for-his-new-audio-venture-20201210/), Toyota's hydrogent Mirai car (https://www.core77.com/posts/103621/Toyotas-New-Hydrogen-Powered-Minus-Emissions-Mirai-Cleans-the-Surrounding-Air-as-You-Drive), New black hole powers (https://www.universetoday.com/149200/black-holes-gain-new-powers-when-they-spin-fast-enough/). --- Send in a voice message: https://anchor.fm/alexander-hicken/message

Topcon Talks Agriculture
Try Something Different! | S02E07

Topcon Talks Agriculture

Play Episode Listen Later Dec 3, 2020 34:23 Transcription Available


This weeks podcast is hosted by Topcon's product manager Jared Ochs and his special guest is Darren Hefty, one of the popular hosts on Ag PhD TV. He imparts some of his father's passed down wisdom and includes some of the fun brotherly jabs you have seen on their show as Jared and Darren discuss trying new technology and being life long learners.

Impact Talks
Impact Talks #15: Dan Harden (CEO Whipsaw - Designer of Google Chromecast, NeXt Computers, Brita)

Impact Talks

Play Episode Listen Later Jul 27, 2020 177:29


Join Our Facebook Group Community here: http://bit.ly/sfe-community Listen to our SFE podcast - Impact Talks on Anchor or Spotify: https://startupfundingevent.com/podcast/ ... 0:00 Introduction and why become an Industrial Designer 10:07 Where did the passion come from 20:40 Why combine engineering and design 28:00 What's the designing process 51:45 Successful product example 01:09:30 When do you have to dial it back? 01:14:00 Are you born with this? 01:18:17 Flopped product example 01:34:31 Why not create a product and make it yours? 01:37:00 Working with Steve Jobs 01:56:14 Experience before Entrepreneurship 02:05:00 Parental background 02:13:18 Starting at FrogDesign 02:24:01 Project with the biggest impact 02:34:50 What gives you energy - not business-related? 02:41:56 Physically struggling to find a solution 02:45:29 Recommended books and closing ... Dan is CEO, Principal Designer and cofounder of Whipsaw, a highly acclaimed design firm in San Jose & San Francisco, California. Throughout his career, Dan has designed many market hits such as the Google Chromecast, OnHub & Wifi, Nest Dropcam cameras, Brita Stream pitchers, Dell Precision line, Tonal home gym, Cisco Telepresence, Livescribe smart pens, Eton radios, Adiri baby bottles, Yubo lunchboxes, Intel tablets, Leapfrog LeapPads, Roku TV devices, Highfive teleconferencing, TP-Link networking, Topcon survey gear, Braun thermometers, Motorola phones, Gateway PC's, Sony headsets, Acer Aspire PC's, NeXT computers, AT&T answer machines & Logitech mice. Whipsaw designs products and experiences for clients Bosch, Brita, Cisco, Ford, GE, Haier, Intel, Leitz, Merck, Motorola, Nike, Olympus, Samsung, Sony, TP-Link & Uber plus many startups. Dan is the highly active creative force of Whipsaw where he directs the strategic and conceptual direction of most accounts. His passion and philosophies about art, culture, psychology, and technology permeate the work and brand. Fast Company selected Dan as one of the 100 Most Creative People in 2014, calling him “design's secret weapon”. They ranked Whipsaw among the top 5 design firms in the world in '09 and featured Dan as a Master of Design in '05. His views and work have been in Abitare, Axis, Business Week, CNN, Domus, Form, Fortune, Metropolis, Newsweek, Time, & Wired. Dan has won over 275 design awards, granted over 350 patents, and work placed in the Smithsonian Cooper Hewitt Museum, The Henry Ford Museum, the Chicago Athenaeum, and Pasadena Museum of Art. Prior to cofounding Whipsaw in 1999, Dan was President of Frogdesign where he designed many notable products and led the company for ten years. Before joining Frog in '89 he was a lead designer at Henry Dreyfuss Assoc. Dan interned with design master George Nelson and also at Hewlett Packard and Richardson Smith. Dan graduated Univ. of Cincinnati, DAA College, '82. ...

Property Matters on iPropertyRadio
Property Matters, on iPropertyRadio.com: Modular homes, Co-working & TopCon Positioning Systems for construction

Property Matters on iPropertyRadio

Play Episode Listen Later Jun 24, 2020 55:56


On Property Matters this week: Dónal Byrne, Director of Big Red Barn discusses the growth in demand for modular homes. Kate Fitzmaurice, Co-Owner, of The VIEW office space in Malahide, shares details of the new offering for SMEs and remote workers in North Dublin. Karol Friel, National Sales Manager with Topcon Positioning Ireland, details the uptake in construction technology since the start of the pandemic as contractors seek to regain lost momentum on sites. Listen back to this and previous episodes on: www.iPropertyRadio.com

Classic Lenses Podcast
#110 Coronavirus, Photography, Redactions and Me

Classic Lenses Podcast

Play Episode Listen Later Mar 23, 2020 102:54


Oh boy... The world has changed a little in the two weeks since our last recording, but thankfully Perry wants to talk about Exakta and Topcon lenses. The elephant that calls itself Covid-19 makes it's presence known and we talk through the different experiences that the we have encountered and how it is affecting our photographic worlds. Not all the bleeping is Johnny swearing. On a more positive note, Simon launches his new range of lens caps so that your more obscure lenses can be protected from scratches and contagion.________ LISTEN TO THE PODCAST
 Pobean | iTunes | Stitcher ________ EPISODE 110 LINKS AkArette CameraTopcon RE SuperThere's a stink bug on my microphone Nut Milking________ EPISODE 110 TAGS#CLP110 #Exakta #Topcon #Covid19 #Bleeping________ SUPPORT THE PODCAST
 Donate on Ko-fi  ________ CONTACT Send ideas & questions for the podcast EMAIL LIST Sign-up to receive an email when each podcast goes live INSTAGRAM
 BestVintageLens | #classiclenses | #bestvintagelens ________ FOLLOW THE HOSTS
 Simon Forster Website | Ebay | Flickr | Facebook | Instagram | Twitter | LFPP Perry GeWebsite | Flickr | Instagram Johnny Sisson Instagram | Central Camera Company ________ BE LIKE KARL Karl Havens The Karl Havens Excellence Endowment | Flickr | Instagram ________ PODCAST THEME
 Octoblues Royalty Free Music by Kevin Macleod ________ Classic Lenses Podcast is (not) Sponsored by Jeppson's Malört Chicago's fine bitter Swedish liquorFuckyoswag Chicago media production  

Brewing with BIM
Interview with Jim Martin

Brewing with BIM

Play Episode Listen Later Feb 23, 2020 65:20


On Episode 16 of Brewing With BIM we discuss construction technology with Jim Martin of Topcon. Jim has been a technical resource for new technology in the AEC industry for two decades. As usual, in this episode we review our adult beverages. Jim provides valuable insights on the changes that have been brought about with BIM Technology and adoption. We also discuss advances in verification and other construction technology. This was an exciting podcast as BWB's first interview.  --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/brewingwithbim/support

Digging Deeper - For Construction Pros
Topcon Laser Scanner with Rithm Software Monitors Wet Concrete in Realtime

Digging Deeper - For Construction Pros

Play Episode Listen Later Feb 5, 2020 3:29


Ray Kerwin, Director of Global Planning with Topcon, gives a quick overview and hits the highlights of how the Topcon GLS-2000 laser scanner with Rithm software can help concrete contractors monitor wet concrete and fix high or low areas before the concrete dries. First the concrete contractor scans the wet concrete with the GLS-2000. Then the software creates a heat map showing the high and low marks of the slab. Contractors in the field and see in real time where those spots are and fix them, minimizing rework once the concrete hardens.

Property Matters on iPropertyRadio
Property Matters, January 28th 2020: IPAV | TopCon | Property Button

Property Matters on iPropertyRadio

Play Episode Listen Later Jan 31, 2020 58:55


For this weeks’ show, Property Matters’ hosts Carol Tallon and Bryan Fox are joined in studio by: CEO of IPAV Pat Davitt National Sales Manager of TopCon Positioning Ireland, Karol Friel CEO of Property Button, Jim Urell

SciFi4Me: The H2O Podcast
The H2O Podcast #196: In Which We Discuss Sid, Aron, and After TopCon

SciFi4Me: The H2O Podcast

Play Episode Listen Later Sep 24, 2019 1601566:02


This week, we discuss the loss of both Sid Haig and Aron Eisenberg, two actors who had a big impact in their fan communities. Both passed away unexpectedly over the weekend. Plus: a post mortem on our weekend at TopCon in Topeka.You can now listen on iHeartRadio: https://www.iheart.com/podcast/256-the-h2o-podcast-31151945/ Social Media:http://www.facebook.com/scifi4me http://www.instagram.com/scifi4me http://www.twitter.com/scifi4me http://www.pinterest.com/scifi4me http://www.minds.com/scifi4me http://www.gab.com/scifi4me http://www.bitchute.com/scifi4me http://www.mewe.com/i/scifi4me SciFi4Me TV.2: http://www.twitch.tv/scifi4me

Multiverse Tonight - The Podcast about All Your Geeky Universes
HBO Max, Marvel and Axe and Interviews

Multiverse Tonight - The Podcast about All Your Geeky Universes

Play Episode Listen Later Jul 18, 2019 27:59


In this comics edition of Multiverse Tonight, HBO Max is announced, The Batman Experience comes to SDCC, we remember Mad Magazine and Eddie Jones, Marvel and Axe gives us Smelly Heroes, why getting upset over mermaid casting is stupid and Thomas interviews guys from upcoming Kansas Comicons.https://multiversetonight.wordpress.com/show-notes/http://mtpodcast.comSupport the show (https://ko-fi.com/multiverse)

Cloud Wars Live with Bob Evans
Kris Cowles, VP Global Applications IT at Topcon

Cloud Wars Live with Bob Evans

Play Episode Listen Later Apr 11, 2019 21:16


Kris Cowles is Vice President, Global Applications IT at Topcon Positioning Systems. She previously held the position of Director, Engineering Operations at Cisco. Kris's company operates in three segments: The Positioning Business, which uses high-precision GNSS positing technology to achieve the automation of civil engineering construction and farming; the Smart Infrastructure Business, which applies the surveying technology we have developed since our founding in the fields of infrastructure development and structural maintenance and management; and the Eye Care Business, which offers advanced solutions in the field of ophthalmology. See acast.com/privacy for privacy and opt-out information.

The ConTechCrew
CTC at AU 12 - Lisa Duncan with TOPCON

The ConTechCrew

Play Episode Listen Later Dec 26, 2018 4:00


Rob McKinney (@ConAppGuru) interviews Lisa Duncan, Director of Vertical Construction of the Americas at Topcon Positioning GroupFollow @TheConTechCrew on social media for more updates and to join the conversation! Listen to the show at thecontechcrew.com Learn more at http://jbknowledge.com or follow @JBKnowledge & @TheConTechCrew on Twitter.

Made In Chattanooga by VMNooga
Episode 20: TopCon 2018

Made In Chattanooga by VMNooga

Play Episode Listen Later Dec 19, 2018 48:20


Calling all creators! We're on the road again! This time we're live at TopCon, an annual design conference in Chattanooga. Join Chris and Jess as we talk with Kelli Anderson, Scott Fuller, Orlando Arocena, and Bethany Mollenkof about their creative process and how they overcome creative blocks.

Agriculture Technology Podcast
Ep. 78 Farming Snow With RDOIC And Topcon

Agriculture Technology Podcast

Play Episode Listen Later Nov 7, 2018 19:59


In this episode we hear from Rick Hefley, National Ski Account Manager with RDO Integrated Controls (RDOIC). Rick works with large ski resorts throughout the United States on the use of technology systems, such as GPS, UAVs, and software to better manage snow at resorts. Specific technology mentioned in this episode includes Topcon GPS products and Arena slope management software. To learn more visit www.rdoequipment.com

Cloud Wars Live with Bob Evans
Kris Cowles, VP Global Applications IT at Topcon

Cloud Wars Live with Bob Evans

Play Episode Listen Later Sep 19, 2018 20:34


Kris Cowles is Vice President, Global Applications IT at Topcon Positioning Systems. She previously held the position of Director, Engineering Operations at Cisco. Kris's company operates in three segments: The Positioning Business, which uses high-precision GNSS positing technology to achieve the automation of civil engineering construction and farming; the Smart Infrastructure Business, which applies the surveying technology we have developed since our founding in the fields of infrastructure development and structural maintenance and management; and the Eye Care Business, which offers advanced solutions in the field of ophthalmology. See acast.com/privacy for privacy and opt-out information.

Commercial Drones FM
#065 - Drone Solution Selling with Topcon's Dave Henderson

Commercial Drones FM

Play Episode Listen Later Feb 14, 2018 20:23


Commercial Drones FM podcast brings you Dave Henderson, Director of Sales, Geospatial Solutions, for Topcon Positioning systems. This episode covers drone solution selling and an overview of Topcon's drone hardware and software products. Dave Henderson’s career in the positioning business spans three decades. Prior to joining Topcon Positioning Systems, Dave held several industry positions as a District & Regional Sales Manager of Surveying, GPS & GIS mapping products. Henderson’s primary focus at Topcon is sales and business development of unmanned aerial systems and LiDAR mobile mapping for the Americas. Throughout his career, Henderson’s focus has been to specialize in assisting businesses, organizations and individuals to implement technology into existing workflows, thereby increasing their productivity and becoming more competitive in the current marketplace. Henderson has become both a knowledgeable resource and a trusted advisor to businesses and organizations throughout the initial discussions, implementation and ROI of adopting positioning technology such as vehicle mobile mapping and unmanned aerial systems.

CONEXPO – CON/AGG Radio: Construction Technology Trends For Contractors
Ep. 81 - How Machine Control is Impacting Construction

CONEXPO – CON/AGG Radio: Construction Technology Trends For Contractors

Play Episode Listen Later Jan 3, 2018 24:02


Construction jobsites are humming with a number of different pieces of heavy machinery. The use of machine control can help accurately position machinery based on design models and GPS systems. This podcast will address how technology is continuing to evolve, and how heavy equipment operators can gain greater efficiency and accuracy on jobsites. Murray Lodge, senior vice president and general manager of the Construction Business Unit, Topcon, joins CONEXPO-CON/AGG Radio to discuss how contractors can stay competitive and make big productivity gains in 2018.

Traveling the Vortex
Side Trip 23 – TopCon: An Interview with Spencer Wilding

Traveling the Vortex

Play Episode Listen Later Sep 20, 2016 42:36


We sit down with actor Spencer Wilding to talk about the three stories he acted in during the Matt Smith era of Doctor Who. The post Side Trip 23 – TopCon: An Interview with Spencer Wilding appeared first on Traveling the Vortex.

Stocks-in-Depth
SID 0012 Trimble Navigation - Part 2

Stocks-in-Depth

Play Episode Listen Later Jan 8, 2016 78:03


Three players are preeminent in the field of precision navigation: Trimble, Hexagon, and Topcon.  Is the competitive dynamic stabilizing?  How are managements dealing with slower revenue growth, and does this mean that end markets are much more penetrated than before?  How rapidly can adoption of building information management (BIM) take place?  What are the implications for profitability going forward?

Traveling the Vortex
Episode 247 – The Confessional Podcast

Traveling the Vortex

Play Episode Listen Later Sep 22, 2015 107:22


It’s finally arrived. No, we’re not referring to this week’s show, which I’m sure you have been eagerly awaiting. Series 9 premiered this weekend, and we finally get a chance to review the first in a two-part story, The Magician’s Apprentice. We give our impressions of the first episode out of the gate for 2015. Also, we are fresh back from this year’s TOPCON, and will discuss our involvement and the convention on the whole....Read more The post Episode 247 – The Confessional Podcast appeared first on Traveling the Vortex.

Traveling the Vortex
Side Trip 16 – LIVE from TOPCON!

Traveling the Vortex

Play Episode Listen Later Sep 21, 2015 53:45


A special side episode ahead of this week’s regularly scheduled podcast. We were privileged to be guests once again this year at the 2nd annual TOPCON – “Topeka’s Original Comic and Game Expo” that happened this weekend at the Ramada Inn Downtown in Topeka, KS. On Saturday we hosted our first LIVE broadcast that streamed online through our website. If you were unable to attend our panel or listen in live on the internet, well, here...Read more The post Side Trip 16 – LIVE from TOPCON! appeared first on Traveling the Vortex.

Traveling the Vortex
Episode 241 – Bats in the Belfry

Traveling the Vortex

Play Episode Listen Later Aug 13, 2015 82:54


In this week’s episode we take a little break from reviews to discuss Shaun and Keith’s trips to Kansas City Comic Con which in its first year featured none other than the Sixth Doctor, Colin Baker. Both recount their visits to KC and experiences at the con. Also, lots of other convention announcements to get to, including LI Who, Chicago TARDIS, Gallifrey One, and our local convention, TopCon. Plus, we talk about the news of...Read more The post Episode 241 – Bats in the Belfry appeared first on Traveling the Vortex.

PLAN DIVULGA UMH - 2015
SOLUCIONES TOPCON CAPTURA DE DATOS MASIVOS

PLAN DIVULGA UMH - 2015

Play Episode Listen Later Jul 23, 2015 69:29


SOLUCIONES TOPCON: CAPTURA DE DATOS MASIVOS Diego Mosquera Roel Delegado Comercial Topcon 22 de Julio de 2015 Plan DIVULGA Servicio de Innovación y Apoyo Técnico a la Docencia y a la Investigación. Vicerrectorado de Investigación e Innovación. Universidad Miguel Hernández

A VerySpatial Podcast | Discussions on Geography and Geospatial Technologies

Main topic: Velodyne, Topcon, and Latitude Geographics. News: NAVTEQ, Intergraph, and SketchUp.

sketchup topcon velodyne intergraph