Your argument is stronger than anyone trying to value the stock purely on sales volume, most device manufacturers would not bother to re-engineer their bread and butter products to accommodate the new technology, the AP chips would only be included into premium devices, this plays very well into the Apple design language as most Apple products are premium.If you use Cirrus Logic as a benchmark, their current market cap is about US$1.9B, on a P/E Ratio of 20.54 they are a component supplier to Apple and many others and at the best, their market cap only ever got to US$3.9B.
Assuming AKP was to be valued at US$2B, this would give a Share price of about AU$99, still a significant multiplier on current share price. Happy to be proven wrong here but anyone throwing around SP of $2000 is effectively valuing the company in the US$40B range....dreaming
Assume Apple acquires AKP in 2020, Samsung would then ignore all patents as history has proven and this so called competitive edge would be gone all too soon.
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