|Here are some of the questions I want answered on the CC Tuesday. The analysts will cover many of them, but I will ask what they don't cover|
.What do you expect the size of the market for Cat 1, Cat M/NB1 to be in 2018. Be specific by category
(Georges has commented he expects 4-5 million Cat M units for SQNS in 2018 and claims they will have a very large market share. This number seems very small for a the billions of devices expected to be added in the next 3-4 years. This should give us an idea on how important SQNS is in this ecosystem)
Do you do any of your own DD on how products with SQNS chips in them are doing in the marketplace? (A quick check on the reviews of the Verizon products should have given them a clue. Need to quit relying soley on what the ODMs are telling them, as that has proven to be more wrong than right)
Do you have any LARGE design wins in hand? I don't need specifics unless he offers, but he has made comments that the Cat M market is much different that the broadband market. He has said more than once once that a small order in the Cat M world is 500,000 units. Given he expects 4-5 million units next years tells me that there aren't many (any) BIG design wins in hand.
Japan, India, S Korea, India, China- what is happening there? Japan we have not heard anything about, even though their chips are certified there by the carriers. South Korea seems to move first and we hear nothing about SQNS products being used there. China I get, along with India, but he has commented he will get some business out of China. How is that going?
Europe? You have a senior member of Orange on your board. Leverage that!!
Updates on Foxconn, Skyworks, ST Micro Huawei, Gemalto. What design wins/devices have these partners secured.
Funding for 2018. Is there any appetite for further dilution. What other forms of $$ are you looking at. Loans? Lines of credit? Partnerships? Selling??
Thats about it for now.
Please feel free to add any questions, thoughts, comments....