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CSR - Rockin'
November 09, 2007
CSR released their Q3 results a few days ago. As per last time, they make for interesting reading. Some highlights:
- Attach rates for Bluetooth in handsets heading somewhere between 40-50% in 2007
- CSR market share in headsets is still 80% and expected to remain that way in 2008. Wow.
- Pull-through rate for headsets (as in the percentage of phones that cause a headset to be sold) is 20% and rising
- Design wins for HiFi with Sony and Philips
- Slightly worrying increase in inventory - but not too worrying
All in all - pretty compelling stuff. With their push to ensure they have non-cellular (phone) sources of revenue, plus their move to non-Bluetooth areas (GPS, WiFi), plus their continued leadership within Bluetooth (Ultra Low Power, UWB, etc), they're being very smart about spreading their sources of revenue and seeding new growth segments in the market.
They're also some of the best technical speakers at conferences that you'll ever hear, period :-)
Anyway - stock price is (imho, deservedly) on the up as a result:
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