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17:48
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Originally posted by BobF:
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multiple FABs to produce enough chips to satisfy even moderate demand. The market models they have talked about for years have all stated very clearly that the whole existing market for speakers is a target, not just smartphones etc. That includes everything from consumer home electronics to point of sale vending systems to robotics to vehicles, and includes a heap of things that have not even been poked from a distance yet. Guidance and control via ultrasonics. Aids for the blind. AI devices that talk with you for a host of reasons.
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Fred did say he would sell to me at an AGM when I asked why they would sell when it's such a historically significant technology, his response was that he's keen to retire.
(20min delay)