Most Important message : AI Edge market that is forecast to reach US$50B by 2025 !
This means every 1% market share will be worth $500M revenue.
Looking at AI chips the overall edge AI hardware market is expected to register a shipment of 610 million units in 2019 and is likely to reach 1559.3 million units by 2024, at a CAGR of 20.64%. So by 2025 it will be 1881.1 million units.
This means 1% market share is about 18,811,000 chips in 2025 x $15 = about $282M revenue.
With growth continuing at 20.64% CAGR it will be 4,806.9 million chips in 2030.
Every 1% market share will be about 48,069,000 chips x $20 (due CPI) = about $961M revenue.
So every 1% market share of AI chips in 2030 will be worth about $1B revenue.
BRN only needs a few percent market share to have multi billion dollar revenue.
Ann: Quarterly Update Scheduled, page-94
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