A great results webcast especially on the back of the exciting news about their latest chip for Siemens.
Pay close attention to slide 10 as satellite communication user terminals is one of a number of areas where EnSilica leads in terms of intellectual property and expertise. That is why three major satellite constellation operators are working with EnSilica on an ASSP (Application-Specific Standard Product) which as CEO Ian Lankshear has previously stated is a multibillion industry where sales can be a hundred million over the contract lifetime.
Given the ‘late 2028/29’ timescales mentioned I suspect EnSilica is involved in Europe’s planned IRIS² LEO / MEO constellation as a potential supplier of user terminals for the vast project.
https://www.investormeetcompany.com/meetings/half-year-results-144
