Lighting IOT Chip Possibility of a Licencing Deal with Philips, page-44

Ok, my general sense of markets tells me we need to understand the XPE marketing strategy here. When you see inventions in general what essentially happens is that the 'wealthy'/'business' get in first to try new gadgets (think cars, fridges, colour TV, video recorder, the computer and how they developed to becoming the norm etc) and these for first buyers generally cost a crap load of money (but those consumers have money to burn whilst the majority of consumers do not).

After economies of scale sets in, etc etc prices come down and uptake is done more broadly (i.e. and some technologies become that cheap they are literally given away like mars bars - that is they become the norm in the market).

Which takes me to this point -XPE is spreading its wings possibly too widely IMO but the strategy to commercialisation IMO is not that well developed. That is who are the first consumers/businesses to be targeted and in what markets, by this new technology and the products controlled by the tech, because once that technology finds a market then it spreads in usuage (as the cost of the products in the end markets come down - think about the cost in end markets which is really something not discussed in this forum of the products). Personally, until ADRC is established/proven by the first time users in the 'things' they are there to operate/control, IMO residential households would not dip their toes in given the likely initial cost and the fact residential customers tend to be more risk adverse until end price comes down and they see the technology working in someone else's house.

All IMO. So I still think strategy to commercialisation has not been put down well by XPE and that is what I am hoping MD will bring to the table. That is find the markets and consumers the products need to target, and that means working with Telink and the manufacturers of the commodities produced. that are run by ADRC (that is the bulb etc etc and the systems to run it have to be cheap enough for consumers to make the product their fact of life).