Is the production rate of sensors sufficiently high enough to meet expected demand?
According to Toby, sensors per aircraft are expected to cost $20,000 to $70,000. Therefore if sensors average $1,000 each that would mean between 20 & 70 sensors per aircraft. Conversely, $2,000 per sensor would mean 10 to 35 sensors per aircraft.
If we use a conservative approach & say only an average of 20 sensors per aircraft, then a production rate of 2,000 sensors per month, then 100 aircraft per month can be accommodated.
If more sensors are required per aircraft, the figure of 100 is reduced. That would mean that to outfit Delta Air Lines with sensors it would take about 9 months of production to accommodate its fleet.
From what I can gather, Anodyne is currently manufacturing sensors at the rate of 2,000 per month, so they have a few months start.
If SMN is to outfit several larger airlines with sensors, it will take a number of years to catch up on demand.
Does this mean that SMN will be in a position to be able to negotiate contracts at the higher end of expectations?
Can anyone provide a more accurate assessment?
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