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UniBoss Vs XSense Pricing

|Includes:Atmel Corporation (ATML)

There has been a lot of talk about UniBoss pricing advantage against XSense so I decided to do the math.

UniBoss = $20 pre square feet

UniBoss $20 square feet
12x12= 144 square inches
$20 / 144 = $0.1388888.. a square inch

XSense = $10 for 10 inches diagonal

To make the math equal and figure out how much XSense cost per square foot I had to figure out the dimension of a 10" display per Pythagoras and I came up with 6" x 8" would do.

But to make a 10 inch display you also need more film to do the die cutting so I added 1 inch in each side as a margin for die cutting and 3 inches at the buttom for the connector and I came up with a raw film of 8" x 12" needed to make a 6" x 8" sensor.

8 x 12 = 96 square inches
$10 / 96 = $0.104 square inches

Per this math XSense is cheaper than UniBoss.

You can redo the math with smaller margins to get the numbers in favor of UniBoss but there really isn't a price advantage.

UniBoss will have to compete with XSense in quality first.

Also Atmel is exploring to license XSense to module manufacturers to expand production.

Because these manufacturers already have the photo lithography equipment required XSense can really expand production exponentially.

Disclosure: I am long ATML.

Stocks: ATML