First, it validates the technology, big time.
Second although it's gonna be a while before we figure out who it is.... Apple typically has two stipulations when they sign an agreement on breakthrough technologies, 1) you can't use our name, and 2)agreements are usually exclusive.
Whichever maker it is, this bodes quite well.
Sentiment: Strong Buy
Yeah this will go the way of run-flat tires and Inclosure. Nothing new here, move along.....