From 2297ad9a350d12e43e8a8879215cffc622d7c3b1 Mon Sep 17 00:00:00 2001 From: lkcl Date: Wed, 30 Dec 2020 22:58:14 +0000 Subject: [PATCH] --- business_plan/discussion.mdwn | 32 ++++++++++++++++++++++++++++++++ 1 file changed, 32 insertions(+) diff --git a/business_plan/discussion.mdwn b/business_plan/discussion.mdwn index ea5c677ae..eb3d89d4c 100644 --- a/business_plan/discussion.mdwn +++ b/business_plan/discussion.mdwn @@ -9,3 +9,35 @@ lkcl: 5 gigabit ethernet ports. 2 USB2 ports. this is 7 ports. Cole: Thanks for the clarification this makes sense. The edit you made to this description on the page is more clear than its previous form. + +# Wording from Lauri + +Something like this: + +The open development model and freely licensed end product would allow +a skilled competitor to copy us before our product is out. However, +given the startup costs involved, they would only do so for highly +lucrative markets. Otherwise they would copy the product only once it +has proven successful, giving us a lead time of several years. + +The markets where core licensing cost is significant, and volumes +sufficient are roughly: +- ESP-like internet-of-things +- digital set-top box/mini console +- low-end phones + +Our core is expected to have a die area of XX mm2 at XX nm. The ESP +series is around 0.15 mm2 at 90nm; each mm2 on older nodes costs on the +order of 0.05$ (0.25$ for 5nm) for the wafer alone. For ESP-like +applications, the core being free would not offset the larger area. + +Set-top-boxes or mini consoles would be a viable target for them only +once driver support existed. Copying us in-progress would show such +high confidence in us that they'd be better off investing in us +directly. + +Low-end phones rely on the modem being integrated. Integration work may +only begin in earnest once the core is relatively far along, losing +them some time edge; and before they have the core and modem +integrated, they can't assess the total power usage, necessary for this +market. -- 2.30.2