This section is exactly what is confusing. The good thing is that whats stated in February about the launch of a new product in Q4 with 50% reduction in the price performance parameter, also reiterated in May QA, and lastly at yesterdays general assembly.
However seen in connection with the visual tech roadmap from Feb 2023 showing the ongoing development of both gen2 and gen3 on full nanowire platform, where gen2, if following same logic as the box for CrayoLED H-series, is indicated to be launched early 2024. Some months later is no huge deal.
So now, back to the update from 15 February:
As I said in the presentation, we are targeting to launch a UV-C LED with a 50% reduction in the price performance parameter in Q4 this year. The first priority is our internal EPI wafer and template technology for cost down and yield increases. We are contacting and starting qualification and early design-in activities with selected customers and partners for an early involvement with early design-in activities from the middle of this year. The next step would include an implementation of our nanowire structure design to drive further cost down and performance increase.
The question is is “next step” with nanowires after the release of the 50%-product or is it including it?
Is the 50% new product launch as a result of only internal EPI wafer and template technology for cost down and yield increases. or is it including next step would include an implementation of our nanowire structure design to drive further cost down and performance increase.
If its including the nanowires the tech roadmap is okey, under doubt.
If new product is without nanowires, the tech roadmap is not viable.
How do you interpret it?
