Oslo, Norway – February 27, 2026 – Elliptic Labs’ AI Virtual Proximity Sensor INNER BEAUTY® is shipping on multiple Xiaomi smartphone models, including the Redmi Turbo 5, Redmi Turbo 5 Max, Redmi Note 15, and Redmi Note 15 Pro — bringing reliable AI-powered proximity performance while enabling cleaner front-facing designs and reduced hardware complexity.
The Redmi Turbo 5 is shipping in both China and global markets, while the Redmi Turbo 5 Max is initially targeted for the Chinese market. The Redmi Note 15 and Redmi Note 15 Pro are available globally.
To deliver this experience, Xiaomi is running Elliptic Labs’ AI software on its partner MediaTek’s chipsets. The Redmi Turbo 5 is powered by the Dimensity 8500 Ultra chipset, while the Redmi Turbo 5 Max is powered by the Dimensity 9500s chipset. The Redmi Note 15 and Redmi Note 15 Pro are powered by MediaTek’s Helio G99 chipset.
Hvilken presentasjon?
Lenovo kommer også med 2 nye konseper, som begge kunne hatt features fra Elabs, men da ville man vel opplyst om det i kontrakter? (EDIT: ser ut som gesture gjøres med en RGB-sensor)
Dette er vel maskiner som kan selge i ganske store volumer? Noen som har peiling på hva man kan forvente i salgsvolumer??
Tror ikke Lenovo oppgir salgstall pr modell. Ser for øvrig at SB1M nedgraderer til NOK 4 (fra Shareville):
SB1 kaster kortene - “look elsewhere” : According to Counterpoint Research, the smartphone market is expected to shrink by 2.1% in 2026 due to rising costs of components and various market
sources are pointing to 20% price increases on laptop driven by AI-fueled shortages in DRAM and storage components. This is likely to negatively impact laptop
volumes and for Elliptic Labs, which is directly exposed to number of devices sold, on both smartphones and laptops, this is not a favorable market backdrop.
Especially when we see that their key customers in both verticals lost market share in 2025 and ELABS lost market share relative to volumes (based on our
calculation). Consequently, coupled with changed revenue recognition, we are compelled to lower our revenue estimates 39% and 35% in 2026 and 2027,
respectively. Despite efforts to cut opex by 15% in 2026, we end up modelling EBIT of –NOK8m and NOK7.1m, respectively. On these estimates, the company
end 2026 and 2027 with a cash balance of NOK30m and NOK24m, respectively, which is a slim margin of safety (current market cap is just north of NOK400m).
Thus, we lower our target from NOK7.0 to NOK4.0 and recommend investors to look elsewhere.
• Market backdrop is unfavorable… According to Counterpoint Research, the smartphone market is expected to shrink by 2.1% in 2026 due to rising costs of
components and various market sources are pointing to 20% price increases on laptop driven by AI-fueled shortages in DRAM and storage components, which
is likely to negatively impact laptop volumes. For Elliptic Labs, which is directly exposed to number of devices sold, on both smartphones and laptops, this is not
a favorable market backdrop, especially when we see that their key customers, in both verticals, lost market share in 2025.
• …yielding another round of negative earnings revision… In 2025, Elliptic Labs delivered smartphone revenues of NOK60m, down from NOK78m in 2024. Even
though the underlying market is expected to shrink by 2.1% in 2026, we model flat revenue development on smartphones in 2026 on the assumption of more
models launched. On the same note, laptop revenues ended at NOK41m, of which i) NOK12m in pay-as-you-go volumes (i.e., contracts reached minimum
thresholds) and NOK29m milestone revenues. With several contracts approaching minimum thresholds, we expect pay-as-you-go volumes to double and
coupled with estimated milestones of NOK35m, we arrive at NOK59m, up from NOK41m in 2025. Consequently, our 2026 revenue base is lowered from
NOK195m to NOK120m and 2027 is lowered from NOK225m to NOK150m.
• …and lower target price from NOK7.0 to NOK4.0. Based on our estimates, there is no EBIT, FCF nor EPS to talk about in 2026 nor 2027 and hence, no multiples
to calculate. Thus, we lower our target from NOK7.0 to NOK4.0 and recommend investors to look elsewhere.
Da var man plutselig inne i aksjen igjen.
Dette er jo direkte feil. Laptopmarkedet har økt markant i 2025 og Lenovo sin andel har økt! Dobbeltsjekket nå, og dette gjelder for alle 4 kvartaler.
Parallelt med dette har Elabs kommet inn i flere modeller.
I mobil så er det nok kanskje riktig. Xiaomi, Oppo, Transsion litt tilbake, mens Vivo og Honor har hatt bra vekst(på linje med Apple og Samsung)
uansett er det jo en disaster utvikling i denne aksjen. Kan jo bli skremt av mindre
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Ref. nedgangen som SBM1 påstår.
“Our PC volume has now outpaced the market for 10 consecutive quarters and our quarterly market share rose to 25.2%. Lenovo is the only company to ever exceed 25% global PC market share.”
Positivt at styret har tillit til Sandstad og Norderud. Det kan indikere at styret har tro på retningen og at de mener at selskapets finanser er tilstrekkelig ivaretatt. I motsatt fall ville de nok hentet inn ekstern CEO med erfaring fra restrukturering/finans, hvis de trengte kapital raskt.
På tide å skifte ut noen styremedlemmer og. De har sovet i alle styremøtene, ikke lest noen saksdokumenter.
Tillit? Hvem tror du satt de der i første omgang?
Ikke bare medlemmene. Også lederen.
Dette var synd, da blir jeg ute til de har bevist at de duger over tid, ihvertfall til 2027. Evner ikke styret å hente noen bedre ?