I think something that could hurt SMN will be the higher fuel costs - a lot of airlines may decide on upgrades with better fuel efficiencies (chop chop SMN)
Note Azul Airlines (an airline we were doing tests with) has already began this with some of their E-195 jets.
https://www.prnewswire.com/news-releases/azul-announces-sale-of-six-e-jets-300657937.html
They do still have 63 though so based on the Embraer presentation (sensor quantities for these aircraft PAX LHS door - 10, RHS door - 10, central fuselage - 4).
Would amount to $1.5M or $3M in sensor sales alone based on a sensor unit cost of $1000 or $2000 (Still don't know how to factor in sensor prices).
Pending FAA Approval, page-258
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