It is a known fact that Texas Instruments is a key partner of Apple.
Could there be any connection between the Uni-Pixel / Texas Instruments Agreement last February and business with Apple?
To be clear - I am NOT saying there IS a connection...
Just wondering if there is a chance...a chance that the recently announced deal COULD involve Apple?
Or is it unlikely?
TI had an exclusive deal with AAPL on touch controllers. That exclusive has expired and TXN is scrambling to replace AAPL business since AAPL can now dual source, or potentially replace TXN. AAPL may even be working to produce their own controllers now.
The deal with TXN did not involve AAPL in any way.
We should all remember that on the most recent call, Reed specifically mentioned that there was a sales & marketing agreement with TXN in the works. We might hear more about it by year end.
The company also has another large OEM deal which may be signed in the next few months.
It's nice to talk about the big numbers that are possible for UNXL, but the company is going to have a tremendous job ahead to execute according to plan. If they're successful, the earnings ramp will be remarkable.
Uni-Pixel's August Investor Presentation mentions the TI relationship in detail.
On page 26 it states that:
TI has large presence in controller market
Significant share of multi-touch resistive controller market
Key strategic partnership with Apple
Customers demanding more touch panel integration and lower cost
Could that last line seem to possibly indicate touchscreen on Mac's?
UniPixel and Texas Instruments Collaborate on Advanced Touch Screen Solutions February 2012
In addition to defining a collaboration effort intended to integrate TI's touch controllers with UniPixel's UniBoss™ printed touch sensors, the memorandum outlines the terms of a potential definitive agreement involving marketing and sales efforts.
"While this relationship is initially aimed at ensuring that UniBoss touch sensor films are fully operational with TI's touch screen controller chip family, we believe the ultimate value of this working relationship is in the potential to yield integrated touch solutions that are superior to what each company could accomplish independently," said UniPixel CEO Reed Killion.
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It appears that Texas Instruments supplies the touch controllers in the iPhones per an article from September 20, 2012 by chipworks.
Any POSSIBLE connection here?
i may be wrong but in-cell touch is designed in a way that Uni-Boss doesn't exactly manufacture. AAPL is having yield issues with the larger form factor I-pad and even the I-pad mini, so there may be opportunity there. Everyone would love AAPL but there is a whole big world out there with out AAPL