Jun. 30 at 6:53 PM
$WRD after doing new research into what Wall Street thinks WePilot 3.0 can do into YE per existing Press Releases from the OEM on models already chosen to have WePilot:
Between
$180MM -
$300MM on upfront hardware sales
Between
$53MM -
$110MM on software licensing
Combined
$233MM -
$410MM.
WePilot revenue projections for Q2:
Product/Hardware at
$4MM -
$5MM for the upfront shipments of factory-installed sensor kits, LiDAR systems, and NVIDIA Thor-powered domain controllers sent directly to Chery and GAC Group during April and May.
Service & Licensing revenue is projected at
$0.5MM to
$1.5MM
For 2027 if the WePilot has 10% to 15% penetration rate across Chery and GAC's combined 5-million-car annual volume, that's 500K+ factory installed ADAS per year for those models. Then there's the rest. Product revenue and licensing revenue could be
$1B+.
This is high margin stuff and it would make WeRide instantly profitable. Then there is everything beyond WRD 3.0.
Just a thought of what might be.
