Thanks @GourabPaul
It is quite clear this is a customer-driven requirement, has been for a few years. As explained by Management earlier they had no time to puase (from ramping up on shunts/bimetal supply). Now with the demand-pause, the timing is right for forward integration, and SBCL has gone into execution mode on this.
Given that there is confidence of significant commercial sales within 6 months to 1 year, one should easily connect the dots on which options are likely being pursued. Sometimes young investors forget the fact that this is a business/management which has achieved a global market share of 10-12% in EBW Shints against tremendous odds and decades of effort; give them credit that they have enough wisdom to play to their strengths and do what is right!
[SBCL maintains they only pursue segments where they can enjoy significant technology-process-led competotive advantages; that’s like ingrained in their DNA]
Having said that, I remember one of the hesitations earlier (2 years back) to plunge into current-sensing PCB modules was Mgmt’s assertion that the design-approaches from Tier1/OEMs were a bit fluid and that they would like to bite, only when sure. @GourabPaul this is something you may like to pursue and make us more educated. Hella and Continental are among the likely Tier1s, so studying their design freeze, might give us some clues?
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