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    Anthony Stoss

    Research Analyst at Craig-Hallum

    Anthony Stoss's questions to IMMERSION (IMMR) leadership

    Anthony Stoss's questions to IMMERSION (IMMR) leadership • Q1 2021

    Question

    Anthony Stoss inquired about the potential size of the China mobile market, the impact of a new haptics standard for Android gaming in China, Google's plans for embedding haptics, and the outlook for new gaming controller licensees ahead of the holiday season.

    Answer

    Interim CEO Jared Smith explained that the China mobile market is substantial, with about 600 million phones manufactured by local OEMs, and Immersion is in the early stages of capturing this opportunity through its channel licensing program. He noted that the new haptics standard in China is a positive development that will drive adoption of higher-quality haptic systems, benefiting Immersion. Regarding new gaming licensees, Smith confirmed the PS5's DualSense controller is sparking significant interest from third-party manufacturers, and while discussions are ongoing, he could not comment on the timing of new product launches.

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    Anthony Stoss's questions to IMMERSION (IMMR) leadership • Q4 2020

    Question

    Anthony Stoss inquired about the revenue timing for recent automotive design wins, the level of penetration across Samsung's product lines, and the potential of new markets like household appliances, including use cases and ASPs.

    Answer

    Jared Smith, Interim CEO and VP of Worldwide Sales, explained that automotive revenue can materialize within a year, with acceleration expected as mid-range adoption grows. He confirmed Samsung is licensed across its smartphone product lines. Regarding appliances, he noted the trend is driven by the increasing use of touchscreens, where haptics confirms user input, and that ASPs would likely be higher than mobile. However, he clarified that appliances are not a core focus for the current year.

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