I think Simon has a lot to organise with the TMR sensor strategy.
Going by the TMR presentation November 8th, the sensors can be designed for use in AI, data centres, automotive, and Internet of Things, which in itself is a vast array of future possibilities, difficult to identify.
Also, TMR sensors can be designed to handle a very wide range of temperatures environments , from cryo to temperatures exceeding 150C. Can be used in industrial applications as well as in consumer electronics like wearables. Although aerospace and defence is mentioned, the KEY DRIVERS are the incumbent automotive safety features and increased demand for advanced healthcare tech. Other driver is the potential increase in new types of internet of things which is a bit open ended and hard to predict. If the strategy is to get some revenue happening quicker, then go with the key drivers. It doesn't have to be glamorous, just a reliable earner would do.
Add to this challenge to pick from the above, the quantum and nanoscale edge that AXE brings is also constantly being improved at labs at Queen Mary and at EPFL. This is part of the larger 12CQ development work going on. So the use case can keep changing and AXE can't go after every customer out there neither can they lose out on the customers that need the more advanced and constantly evolving sensor capability.
Are we going to get an announcement that identifies the customers we are supposed to be working with. We were told some news would be forthcoming early part of this year. Without knowing this, I am at sea. Which vertical, which industry(s)? I'm not interested in newsletters about various industries and trends. Just some specifics about who we are talking to. Otherwise I can put this in the bottom drawer till there's some clarity.
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