I have addressed AI and they gave the following options:
1) Mining Hardware I think this is highly unlikely due to many reasons: lack of the relevant experience, high competition in the field ...
2) Bitcoin Full Node Hardware In my view fifty-fifty.
3) Hardware for Lightning Network highly unlikely, see 1) for my reasons
4) Secure Elements I believe this a wrong assumption due to the lack of experience
5) POS (Point-of-Sale) Systems and/or Bitcoin ATM I wouldn't believe if they made those stuff .
6) Cold Storage Devices, like encrypted USB drive I think possible, why not.
7) Hardware for Privacy & Security , like Faraday Bags/Enclosures Something possible, I think
8,) Backup Devices Something likely, why not.
What AI didn't mention is SEED generator, based on physical randomness like Avalanche why not, they are experienced in this. Would be hot ticket if they made portable hardware version of iancoleman generator.