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Spectra7 Microsystems Inc V.SEV

Alternate Symbol(s):  SPVNF

Spectra7 Microsystems Inc. is an analog semiconductor company. The Company delivers analog semiconductors at a bandwidth, speed and resolution to enable disruptive industrial design for electronics manufacturers in virtual reality (VR), augmented reality (AR), mixed reality, data centers and other connectivity markets. It creates silicon products that enable copper cables to be longer, thinner, lighter and run at higher performance levels. Its family of products features a patented signal processing technology used in the design of active cables and specialty interconnects in data centers, VR, AR, and other connectivity products. It provides chips, such as HT8181 HDMI 2.0 In-Cable Equalizer, VR8200 Ultra-High-Speed DisplayPort Embedded Interconnect Processor, VR8300 Ultra-High-Speed DisplayPort Embedded Interconnect Processor, VR8050 Interconnect Processor, VR8051 Interconnect Processor, GC2502 Data Center Cable Processor, and GC1122 Dual Channel 112Gb/s PAM-4 Linear Equalizer.


TSXV:SEV - Post by User

Bullboard Posts
Comment by Grinder57on Aug 20, 2018 1:50am
80 Views
Post# 28485080

RE:RE:RE:RE:Correction: I Incorrectly said 3.2 Million cables.

RE:RE:RE:RE:Correction: I Incorrectly said 3.2 Million cables.Hey Champ, thanks for chiming in with your 6 points of confirmation required.

Unfortunately, just like in Holden we can see the companies who,e cards and are subject to trying to draw some assumptions from the information we have been given.

1. Cisco Systems estimates between 400-600 hyperscale data centers to be built annually starting from 2015. (100 servers per center)
2.Sam came op with an estimate of close to 3 million cables per center
3.90% could be fulfilled ny Spectra’s ACC Cables
4.They have multiple Design ins that they have confirmed, but no confirmation of Design wins to date
5.The company states they have a minimum of 55% Gross Profit
6. Selling prices per cable in the neighborhood of $15

I think the best approach is to try and come up with some conservative estimates that could be attainable under reasonable assumptions!

I like Sams projections, even if we cut g
his assumptions in half))

The company has announced 3 major production partners to produce and ship their cables to spec and 3 others that they are unable to announce at this time.

That seems like a pretty big lineup of component manufacturers that could end up producing a few cables for their customers.

I am not sure if each component manufacturer (Foxconn-Luxshare) is producing , shipping and invoicing for the cables that end up at the server manufacturer for finally assembly of the server boxes.

Not sure which company or companies is doing the final assembly of the server, might be a good question to research.





Bullboard Posts