Weebit - 2024 and beyond, page-155

Figaro
Unfortunately $1bill×20%×4% is US$8mill
So you may just walk away now if that is the case
It is a very conservative estimate of the shake out in the embedded market over the next 4 to 5 years
No account is taken of the discrete market which is definately in WBT's medium term horizon
The discrete market with transistors alone could be some $3-4 bill alone
The discrete market with a selector could be 30 to 50 times larger than this
WBT are developing this selector with CEA Leti, but are probsbly still a couple of years away from beginnning an attack in this area
The upshot is it is difficult to give an estimate of royalty estimates at this moment
However, as WBT gain further footholds in the market with larger clients, you could likely see very high P/E estimates applied
None of this takes into account other revenues such as NRE amounts
Good luck with your research