The Ledger
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Holmes: Resonant Earns 7% to 15% Royalty Rates, Beating Peers
“If you look at the largest licenses, Licensors of technology, companies like Arm, Tesra, Siva, and whatnot, they're very happy to get one to two percent royalty. We're getting on average seven to 15% royalty”
Holmes: Resonant could reach $100M revenue by 2025 to 2026
“We're thinking that the opportunity set is in the 20, 25, 20, 26 range is where those opportunities will present themselves as the unit volumes continue to expand and the number of devices continue to expand over the course of the next several years.”
Resonant claims monopoly on 3D acoustic wave filter modeling software
“We are the only ones that have a tool like this that allows us to do three-dimensional modeling of acoustic wave filters.”
Holmes: Largest customer could generate over $100M annually for Resonant
“We believe that customer has the potential to generate over a hundred million dollars annually for Resonant you know, as they get to full volume on delivering filters into the five G space.”
Resonant CEO: 30-second 5G movie downloads are years away
“You know, we're looking for that 32nd download of a high-def movie as we're jumping on an airplane. Just doesn't happen today. It won't happen for a couple of years.”
Resonant customers have sold over 60M devices to phone manufacturers
“So we've sold right now over sixty million devices into the marketplace. So customers, our customers have sold those to phone manufacturers today.”
Holmes: Resonant 5G Deal Will Enable Billions in Customer Revenue
“With our most recent deal for five G filters, we are going to enable several billion dollars worth of revenue for our customer.”
Resonant has over 300 patents, ranking top six in BAW filters
“Well over 300 patents filed and issued, over a 150 are in the five G space. We are arguably in the top six from an IP generator perspective in the BAW filter space.”
Resonant generated $3M in 2020 royalty revenue on 10% rates
“We did a three million dollars in revenue last year, rough numbers. And that is royalty revenue. So we get paid on the shipment of products on a per unit royalty basis, and we get about a 10% royalty. So we enable about thirty million dollars for the revenue l…”
Holmes: 5G iPhones require 100 RF filters versus 6 in 2007
“Back in 2007 when the first iPhone came out, it had about Half a dozen filters in it. Today, the current five G iPhone has about a hundred filters in it.”
Seven semiconductor manufacturers control 98% of RF front-end market
“There are seven companies that represent. 98% of the market starting at the top with Murata. Corvo, Skyworks, Broadcom, Qualcomm, Wysol, and Tyoyuden.”