Gross Margin

u-blox Conference Call Notes – Gross Margin, Capitalising R&D, Value Chain, Chip Cost Increase, High Price Setting Power, Shortages in Component Market, Redesigning Products, Supply Chain, Guidance Problems

The following transcript was compiled based on the first part of the u-blox conf call on 20.08.2021. Pricing Power, Gross Margin, Chip Manufacturing Q: The first question I had is on the gross margin that is quite strong in the first half of the year. […] We see a lot of shortages and more and more pricing increases in terms of manufacturing of chips and more recently the foundries players…