Bev
TZ has said many times that there are 4 auto tier one manufacturers and something like 12 major identified large volume applications. Visteon's application is 16 M units on their 2009 platform supplying numerous makes. The true market size within 3 years should be more than 10 times the Visteon volume in immediate automotive applications. Long term the market could be very much larger since the unit price is dropping below $10 gross.
visteon, page-40
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