I wonder how the pricing or manufacturing licensing of these Canatu materials and products will be handled with customers when moving from 500W devices to over 600W devices?
So I’m trying to understand the pricing: if the same solution is first offered with a 500W manufacturing process, where Canatu’s value proposition is a 20% improvement and alternative technologies compete on price, and then 18 months later, Canatu should get more money for the same product because the value proposition is that the customer has no alternatives for >600W devices.
Or is it a completely different product or device?