The Volume
What we known from day one so far.
http://www.asx.com.au/asx/statistics/displayAnnouncement.do?display=pdf&idsId=01740169
Predict 6Mil chips per months
http://www.asx.com.au/asx/statistics/displayAnnouncement.do?display=pdf&idsId=01828581
Increase to 150Mil Chips In 2017.
Telinks produce total 10Soc chips with minimum price $US 1.00
Let assume TLSR8269F512 shipping volume is 15Mil (150Mil / 10soc)
This is lowest assumption, not to mention the chip is combination of all the chip.
So let also assume it is $US 2.00.
IoT PE = 15
15Mil x $2.00 x 15 x 17.8% = $US80Mil = $A105Mil
SP = 0.046.
Now let say this chip is more appreciated by the market.
Shipping would be double 30Mil
Price I think reasonable at $US3.50
IoT PE = 15
15Mil x $3.50 x 15 x 17.8% = $US140Mil = $A184Mil
SP = 0.085.
But then again that is just Telink only caculation.
What about Lenze and JTC add to this equation.
GLTA LT
