[quote="Expaco_b, post:5409, topic:7111"]\n3. Har nogen fulgt udviklingen i enhedspriserne? Man kunne forestille sig, at det med voksende volumen er fristende for begge parter at kaste sig ud i priskonkurrence. Hvor meget priserosion mon er taget i betragtning i prognoserne? Bilfirmaer er kendt for at være fedtsnipere, forretningen er trods alt ret hård. Hvis førerovervågning er obligatorisk ifølge myndighedernes krav, bekymrer det overhovedet bilfirmaet i sidste ende, om den ene eller den anden leverandørs produkt er en smule bedre eller ej? Hovedsagen er, at man får opfyldt kravet så billigt som muligt og kan komme i gang med at sælge produktet, dvs. bilen.\n[/quote]\n\nDet har jeg ikke selv nogen viden om, men i Anders Storms blog, der er linket til ovenfor, fortelles der om sagen på denne måde:\n\u003e \n\u003e Current per-vehicle royalty: 3-10 Euro per car. That’s SEK 34-113 per car depending on contract vintage.\n\u003e \n\u003e Why the current blended average is at the lower end: contracts signed in 2020-21 during the DMS market ramp had lower pricing to secure market share. These contracts are what’s driving production volumes right now, hence the lower blended ASP that Redeye estimated at SEK 42.\n\u003e \n\u003e Why low-cost cars pull the average down: for low cost vehicle models, GSR compliance is a legal requirement, not a value driver. OEMs pay minimum viable royalty to check the regulatory box.\n\u003e \n\u003e Why future cars carry higher per-vehicle value: future models don’t just have DMS. They have DMS + Interior Sensing + posture detection + face ID + iris ID + intoxication detection. Each function adds royalty layer. The CEO said future cars have “high value” per vehicle from this bundle of features.\n\u003e \n\u003e This is the pricing expansion story that Redeye’s SEK 42 estimate captures for 2026 but doesn’t capture for 2028-2030 when Interior Sensing and adjacent features become standard.\n\u003e \n\u003e If per-vehicle royalty expands from SEK 42 in 2026 toward SEK 70-90 in 2028-2030 as newer contracts with higher feature content dominate the mix, plus vehicle production volume grows 3x and royalty revenue expansion on ASP0 This is what I like to hear and that support my long term estimates.\n\nAltså forudsiger Storm, at enhedspriserne vil stige i fremtiden, når de nye modeller også bringer ekstra funktioner med sig til systemerne. Redeyes estimat for dette år er 42 SEK/bil, og Storm forventer, at det endda kan fordobles i de kommende år.
9 Synes om