Only thing to add would be that I think all of that would be in USD, so market cap would be ~$38B in AUD ($237/share) assuming 70c exchange rate. Also that's only from the smartphone segment of the market as you say. How much is IoT, neuromorphic memory, data centres, etc worth???? And the others mentioned on slide 7....
One other thing to consider, say they pay out 25% as dividends once they've become a mature company, that's $3/share in dividends each and every year, just from smartphone earnings.
Only thing to add would be that I think all of that would be in...
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