The slide is very clear The title is "Embedded ReRam Market Growing Fast". This revenue is derived from selling chips. WBT has a business model that derives revenue from IP royalties between industry standard of 1-3% plus NRE services designing the ReRam for specific customer requirements. WBT does not sell chips yet, though this option has been left on the table for later in its development.
I'm bullish on royalty of 2.5% average due to the pricing power that comes from Max need from Tier1's and zero alternative options. That is my understanding but my belief is the Yole research is flawed and does not take disruptive exponential growth rates into account.
Weebit - 2023 and beyond, page-237
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