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tedpeele

06/23/23 11:20 AM

#146060 RE: tedpeele #146057

Re turnaround time as long as 9 months for what?, we don't know what the "prototype stage" will look like - real orders for the market, or test for more trial runs?...so much uncertainty...KCC wrote elsewhere:

Typical turnaround times for wafer production can be 4-9 months, so if the licensee just ordered a batch of wafers and the polymer won’t be needed for a few months, then we may not see the follow on revenue for a bit.

On the other hand, if the license agreement was signed around the time of wafer delivery and a bunch of polymer is going to be used and then devices sold…maybe Q3 shows the first bit of revenue.

In either case, there will be a ramp period where it starts small and slow and then as these devices are accepted into the marketplace it ramps to higher volume.

More about the Polariton "launch" here: https://www.reddit.com/r/LWLG/comments/14dl9iz/polariton_launches_commercial_products/