BeammWave: Shifting to a new phase - Redeye

Redeye argues that BeammWave has shifted to a new phase with three customers representing most of the potential end markets, from smartphones to base stations and CPEs. Hereafter, supporting existing customers will be more critical (although BeammWave remains confident that new business will be won over time). The mmWave leader can carry BeammWave to profitaiblity alone, for instance. Redeye makes minor adjustments to its estimates and argues tangible progress in the industrialization process and announcements that customers are progressing will catalyze the share.

Länk till analysen i sin helhet: https://www.redeye.se/research/1078161/beammwave-shifting-to-a-new-phase?utm_source=finwire&utm_medium=RSS