I'm not shorting anyone.
UNXL should be focused on touch sensors.
Now they are thinking printed electronics that is a very competitive low margin market.
This is the first step move away from touch sensors.
Just as I predicted.
If UniPixel fails to mass-produce at 6 microns they will use their capacity for printed electronics.
I saw this coming.
It get the same foto lithography as ITO.
That's why ITO manufacturers like it.
The strategy of Cambrios is the sell the liquid is the coated film for photolithography even because the equipment is there
As far as I know Atmel is the only manufacturer of Copper Metal mesh that is qualified.
Everyone else uses silver nano wires metal mesh.
Cypress just added support for metal mesh too.
When they say metal mesh they are referring to Silver not copper.
You think that the whole world turns around UNXL?
3M and Cambrios are doing their own thing.
UNXL is not even qualified.
This is unrelated....
What I mean is enjoy your holidays and forget about trading. There won't be any news until the Chinese New Year on Jan 31 that is close to the 4th q earnings call.
Do your own think.
I don't see Atmel going up much this year but I don't see it going down so I'm holding.
A report says that Samsung is testing metal-mesh to be used in their products. It does not say that Samsung is going to manufacture metal mesh. It could be that Samsung is testing XSense. Just a though.
"Samsung is expected to focus on the tablet market next year, and a report published in the Korean media suggests the company is working on changing its display technology for tablets. Samsung is reportedly planning on adopting metal mesh touch screen panels, and has begun testing a few panels for approval, aiming to complete the reliability tests by the end of 2013.
The metal mesh panels have a couple of benefits. They have low surface resistance, which means they’re easily bendable and usable for flexible displays on tablets, and are cheaper to produce. Furthermore, metal mesh panels will also allow Samsung to implement stylus recognition without the need for a dedicated digitizer chip – the lack of a dedicated chip is another factor that will reduce cost, and will also let the manufacturer implement stylus support in more tablets than just premium/high-end ones.
Along with rumors that Samsung will be bringing back AMOLED screens for tablets, the idea of cheaper tablets that come with stylus input even when they’re not flagship devices sounds pretty cool, so let’s hope tablets making use of the above mentioned technologies come out as soon as possible."
It doesn't say that Samsung is going to manufacture metal-mesh what it says is that they are testing metal mesh to be used in their products. This could be UniPixel or Atmel's metal-mesh.
I think it requires a lot of technical skill to handle the equipment and film.
The film is delicate and it needs to be carefully mounted on each machine for process.
It seems to me there are 6 steps into the process.
1) Coating Line
2) Photo-Engraving Line
3) Visual Insp Line
4) Plating Line
5) Electrical Insp Line
6) Finishing Line
I think there should be a chemical cleaning line betwen 2) and 3) but not sure.
Per the last earnings call Reed is not talking about yield until the meteologic database is ready. Only then you can get strait number, anything else is just speculation.
Please see the video:
Atmel - A Behind-the-Scenes Look at the Atmel XSense Fab Tour
This is NOT a hate post, just sharing information
Hey I can copy and paste too ;-)
Report: "Premium" Galaxy S5 to feature curved display, metal case
South Korea's ET News reports (translation) a "premium" version of Samsung's (SSNLF, SSNGY) Galaxy S5 will feature a 5" curved display and a metal case, while a standard model will have a flat display and plastic case. Initial production volumes for the S5 are reportedly set for January, but mass production won't start until February-March.Samsung recently launched the Galaxy Round, a phone with a curved 5.7" display, in limited volumes. The electronics giant argues curved displays are more durable, offer better viewing angles, and (for large phones) are easier to grip than flat ones.The S5 is also said to feature an ultra high-res display (previous), a 64-bit ARM CPU (Apple just put one into the iPhone 5S), a 16MP camera, 3GB of RAM, and (take this one with a grain of salt) a massive 4,000 mAh battery.S4 component suppliers that could benefit from an early S5 launch include Synaptics (SYNA), Universal Display (OLED - would also benefit from a higher-res screen), Anadigics (ANAD), and RF Micro (RFMD).S4 sales started off strong, but failed to meet lofty expectations due to a demand shift towards cheaper Android phones. The S5 will face competition from a slew of Chinese firms offering Android phones with high-end specs and mid-range pricing.