The RF power amplifier market is fiercely
competitive. OEM’s favor the top suppliers because of their
proven reliability for a part that is a small and shrinking percentage
of devices’ overall bill of materials. Even if ParkerVision
is able to achieve one or more design wins, this market normally
has a 1.5 to 2 year lag from first sample (2006?) to volume shipments,
so that early 2008 is the absolute best case for meaningful revenue
from a D2P product. In order to sell millions of RF chips,
ParkerVision will need to ramp its spending again, so that we predict
an increase in the company current projected net loss to increase
from a projection of $15M to an actual loss of $20M in 2006. At
ParkerVision’s estimated cash flow of negative $20 million
per year, they will need to raise at least $40 million of new capital
to realize their D2P strategy.
A market overview with salient market
characteristics is presented here. More
detailed information, including references to products competing with D2P technology
can be found in the articles:
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