Jul. 25 at 2:28 PM
$ALMU The Benchmark analyst seemed to emphasize mobile as the prime market for ALMU. They estimated the mobile and consumer market at
$1.5-
$2.3 billion on a "very conservative basis." That assumes a 7.5% share and ASP of
$14-
$20. We talk a great deal about Apple here, but they typically are behind Samsung in innovations. It could be that the first under-screen sensors come out of the Android camp and Apple follows a year or two later, as often happens. Of course, as investors, we would take either, or both!
