MSI you need to remember, We are not making direct deal with Phillips.
There are 2 possibility! and most people are joining the dot... you might see it as ramping.
It is not like putting target price on sp... we are talking about possibility only here!
Trend 1
ARM already ported with our ADRC Iot Stack
Phillips hue use Cortex M
Thus we are indirectly supply to Phillips.
Trend 2
Telink is going to port ADRC into their lastest chip
Telink sign agreement with XPED
Phillips already is Telink customers
Thus we are indirectly supply to Phillips.
Would you think Phillips will ignore not using ADRC Ported chip if it is clearly iot solution and might be adapted by rival GE lighting?
Is that sound like a ramp or a fact to you?
XPE Price at posting:
4.9¢ Sentiment: Buy Disclosure: Held
