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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 Dec 29, 2018 12:52pm
75 Views
Post# 29167982

RE:LD Micro - VR/AR talk

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!

Bullboard Posts