An additional $7m for manufacturing puts them probably around $8m for manufacturing. I can't recall the cost to produce a device however I have a guess and say $200. With $8m you could produce 40,000~ devices.
Why would you need/ forecast to produce anywhere near this many devices without a significant PO?
There HAS to be something in the pipeline. It doesn't make any sense otherwise. It's not like we're talking about manufacturing 1000 devices. We're talking 10's of thousands...