Fact Finder
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On Graimatter I was reminded of the parable of the Fox and the Grapes after reading his comment.Please correct me if I'm wrong here. Looking at the above figures for the sensor market at $34.1bn by 2028. Who will take what share of that market, sensor manufacturers, chip manufacturers, Sensor and chip IP, AI IP. Is a 1% share realisitic.
Somebody suggested that the IP revenue is somewhere between 2 and 5% of the price of the item (chip or sensor). For my income figures, I will go with 3% and Brainchip has a 50% market coverage. (Both figures are conservative).
This gives a potential revenue of ca $510m.
At 2% - $340m, 50% market share
At 5% - $850m, 50% market share
Given we are the only commercial IP that is proven right now then the 50% market share is very probably light.
Does this make sense?
If this is correct and we go with FF's figures above for all markets - $5bn in revenue at 80% profit (LDN said 97%) gives a $4bn profit in 2028.
At a PE of 20 it gives an $80bn MC. Given current shares on issue (1.8bn) = $44+ share price.
If figures are in US dollars then do your own sums for AUD share price!
All rough calcs
That is freakin scary!!!
PS. Loved the fact Graimatter were pissed they had missed out on Prophesee, as per the tweets earlier!
Perhaps he is letting his backers/ investors know that they could have had a deal but it was not right at the time and so Prophesee partnering with Brainchip says nothing about his technology being inferior.
I wonder if they have other design losses where Brainchip is concerned.
As sensor fusion is the future AKIDA has a significant lead covering all five human senses plus LiDAR, radar and ultrasound.
My opinion only DYOR
FF
AKIDA BALLISTA