RE:LD Micro - VR/AR talkRaouf stated once the deal is inked that it is typical for Sony to release the product for the Christmas rush in 2019.
If that’s the case, then S7 will see orders for the chips beginning in Q2 2019 - Q3 2019 and any follow through to great pre sales in Q4 and beyond.
I am expecting a huge Q3 in the VR AR and now console market in 2019. What’s huge?
Good question, we have seen the bottom of the sales for the first 3 quarters in 2018, and if all holds up with the addition of Sony and VR market produces steady, my estimates based on Sony doubling existing VR sales in 2019 would be...
Wait for it! Wait for it!
Okay: low side sales $6 million with high side surprise of $8-10 million!
Jimmer posted some recent sales of Sony’s current version and it looks like they could sell 700,00 plus units for the year . Going from memory here!
Probably$4 million from Sony in revenue at $5 a pop and another $4 million from the boys at Oculus and Vive.
The company will probably do about $4 million in this segment in 2018, while fighting expensive tethered pc based product sales points and inventory over from their customers ordering too heavily in 2017.
The pricing is coming down on the tethered pc product and the inventory over hang has dissipated, so it looks like some of the clouds are clearing out and visibility should be improving in this space!
$ 8 million with Sony coming along should be in the bag for 2019! The market is forward looking and either punishes or rewards valuation based on guidance from companies!
The Data Center play is like being dealt a couple of Jokers and is the real wild card in play for 2019!, If they crack open this Ostrich sized egg and move in on the space, Game Over WE WIN!
All of the above is simply my humble opinion and is not fact based, so do your own due diligence!