Seems clear to me in the ann that US retail is less important...

Seems clear to me in the ann that US retail is less important (still important medium term), and the main driver of growth will be OEM deals facilitated through Realtek. Very good sales in March, revenue recognised in next quarter and growing. A reasonably good story. I'd like to know more about the one off costs last quarter to make a better assessment of financing though.
It is also apparent that Justin is driving the OEM, hence the pivot.