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07/07/24
10:57
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Originally posted by uncle joe:
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"The factory has a dynamic Class 1000 clean workshop of 2,000 square meters, with an annual designed total production capacity of 40 million BGA-packaged MEMS speakers, of which the first phase of production capacity that has been built is 10 million BGA- packaged MEMS speakers." I'm reading it as 10 million chips capacity currently built. Which would mean only 10 million per annum. They have designed it for 40 million per annum, but they have only built 10 million per annum so far. As I understand it - the first order would be for 1 million chips. So you would get them in (say) 2 months for fabrication and another (say) 2 months for packaging and testing. I'm sure that once fabrication gets underway, then they will start to build the rest of the capacity. However, limited supply and large demand is not the worst problem to have when putting a price on each chip. Just as an example - 800,000 chips coming off the line per month at say $10 per chip gross profit would be $8 million per month. You can insert your own numbers here, but blind Freddy can see what happens when you start to ramp up production.
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Yep. And that is the ideal way that a fabless semiconductor business works. You place your orders for finished working goods and they get made and shipped direct to the customer, and you bank the receipts from the deal. I imagine such figures would be pretty appealing. Let's hope blind Freddy does get to see that!