Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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Message: Re: Apple
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Aug 14, 2024 06:05PM
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Aug 14, 2024 06:39PM

This company has a very long history of minimal to no revenue. So the markets think the dog is just barking about Luxshare, Foxconn, and the rest, until there are solid purchase orders or even better, money on the books, reflecting serious market penetration. 

I expect a very large share of several important markets. We are still not well informed about profit margins, unit cost. Even the actual market is not very clearly forecasted.

I think it's in the 10's of millions in a year or two, and the profits will align with industry metrics for cool new stuff in high-priced segments. The public knows very little about all this, and the analysts hold back for more concrete paths to profit, to save face if things don't work out.

All this is true, or Suresh and we are the village idiots, and Foxconn and Luxshare screwed up. We all get to bet on it.

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