RE:RE:RE:More than half...I should have been clearer. I think Mr. Halim meant that they had no competition in the AR/VR active connector market.
There is certainly lots of established players in the data center market as there are already thousands of data centers in operation using connectors although S7 may offer a better price/permance proposition than others through higher throughput at lower power consumpition and reduced heat generation and cooling needs.
We'll have to see what portion of that $4.3 billion 2019 connector market they'll capture. That's the key and we probably won't know for a year. If they could get 10% that would be great in addition to their other markets.