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Re: KCCO7913 post# 213499

Sunday, 03/23/2025 4:19:46 PM

Sunday, March 23, 2025 4:19:46 PM

Post# of 214278
Yves in the call with SC said that AI could result in tens of millions of modulators sold per year up to even a hundred million per year sold.

Let's take 25 million per year. We get 30% share. That is 7.5 million units x $30 per unit. That is $225 million per year. Gross margin of say 60%. (Oled's gross margin is 76%). That equals $135 million

Is this a fair assessment?
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