The broad/thin form factors pioneered by Apple for portable devices are ideal for 'silent air cooling.' This business should do better than expected.
Motley Fool gives Amkor and Advanced Semiconductor Engineering as examples of companies that will do better than Tessera from new generations of electronics. But one guess what very high interconnect density technology both of them are committed to. And the patents for microPILR were written with an eye to easier enforcement than the basic CSP patents.