Hey gang - i posted this on the other thread the other day but that thread has kind of died out so hoping someone might be able to read this and provide their thoughts - cheers all :
apologies for looping back to old preso's i was just having a re-read tonight as i wanted to understand some projections.
is anyone able to confirm (who listened to this pres from coby on nov 11th, 2022) that whether from this graph below the total available target market for us by 2027 is going to be $957m? and for instance if we were to capture 100% of this (this is hypothetical) then we would be receiving approx 1.5% - 3% of this market so $14.3m - $28.7m per annum. I understand there are other licence fees and NRE's involved i am just getting approximates.
and then if you go to the recent pitt street research paper that showed the following graph (below) on the size of the embedded market which looks to be >$200b by the time we get to 2026/2027, it just seems to me that the target market of $957m by 2027 seems to be very conservative/small as that roughly equates to less than 0.5% of the total addressable market by 2027.
not sure if i have interpretted something wrong but if any of the intelligent heads on here want to give some guidance it would be much appreciated.
cheers
Hey gang - i posted this on the other thread the other day but...
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