Seeking Alpha

Ivan Jimenez's  Instablog

Ivan Jimenez
Send Message
I'm an aircraft mechanic by trade.
  • The New X-Sense 3 comments
    Sep 30, 2013 5:23 AM | about stocks: ATML

    Recently Conductive InkJet Technologies, the manufacturer of Atmel's XSense metal mesh touch sensor did a presentation of its new manufacturing facilities. You can see the whole presentation here.

    The New XSense

    The new XSense is vastly superior than the old XSense and here is why:

    (click to enlarge)New XSense vs. Old XSense

    The new XSense uses multilayered coating whereas the old XSense used a single catalytic layer. On the new XSense only the top layer is catalytic saving cost because the catalyst is expensive. Also the new XSense comes off cleaner during photo-engraving and reduces reflection because it is separated from the base film. The new adhesive layer ensures that everything comes together.

    New Manufacturing Facilities

    (click to enlarge)Label

    Strictly Private & Confidential but in public domain!

    (click to enlarge)

    The CIT coating lines uses a clean room to ensure a quality product. When manufacturing metal mesh at 5 microns any spec of dust can ruin the touch sensor.

    (click to enlarge)Old

    Old CIT Manufacturing Facility

    (click to enlarge)

    New CIT Manyfacturing Facility

    (click to enlarge)

    New vs. Old

    500mm (19.6 inches) wide film can create sensor for up to 21" diagonal for traditional displays and even larger for HD displays.

    The new coating machines are capable of coating 25 meters (82 ft) of film a minute.

    (click to enlarge)

    Roll to Roll manufacturing

    CIT produces is the coated film and anyone can photo-engrave it. Even though they can also acomplish the photo-engraving in-house. Their main focus is the sale of the Photo-imageable catalyst film. Any OEM could license and manufacture XSense in house reducing costs.

    Atmel also has coating lines in Colorado but these belong to CIT. CIT's profit comes from the sales of the coated film and the manufacturing of products. Atmel's profit comes from the sale and licensing of XSense.

    Atmel

    (click to enlarge)

    Current Products

    (click to enlarge)

    Future Products

    (click to enlarge)

    The Next Generation

    (click to enlarge)

    The ultimate goal is to use CIT's FLT (Fine Line Technology) to go in-cell. FLT could replace ITO for the interconnect circuitry on display manufaturing.

    Disclosure: I am long ATML.

    Stocks: ATML
Back To Ivan Jimenez's Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (3)
Track new comments
  • Richard X Roe
    , contributor
    Comments (1042) | Send Message
     
    Ivan,

     

    This presentation, authored (per pdf metadata) by Chris Malley, the CEO at CIT, is another proof that Atmel and CIT are intentionally misleading investors. Page 26 claims to show an Asus 7" MeMo Pad, but it obviously doesn't. Note the location of the camera - in portrait orientation, the actual 7" MeMO Pad has its camera on the right not on the top - see http://bit.ly/15H81dT ! In other words, THIS PRESENTATION IS A FRAUD. As already pointed out, Atmel has now admitted that no product on a store shelf anywhere in the world contains XSense currently. And, yeah, I have personally verified that neither the 7" MeMO Pad nor the 7" MeMO Pad HD contain any XSense. Note that 7" MeMO Pad HD was also supposed to have XSense (a rumor floated to analysts and the press at the Computex show earlier this year).

     

    Atmel and CIT are so desperate, they have been forced into the old and declining nontransparent touch market, such as large touchpads (which they call ultrathin keyboards). Their commercial failure is now complete. Notably, their "competitor," UniPixel, has also failed to deliver any product. Metal mesh made by plating has failed for several reasons, including costs, optical performance, and lamination defects caused from the hydrogen bubbles coming out of the voids.
    30 Sep 2013, 09:23 PM Reply Like
  • Ivan Jimenez
    , contributor
    Comments (402) | Send Message
     
    Author’s reply » Good eye.
    That's not a MemoPad!
    "hydrogen bubbles coming out of the voids"
    I didn't think about that.
    Good point.
    1 Oct 2013, 08:16 AM Reply Like
  • Ivan Jimenez
    , contributor
    Comments (402) | Send Message
     
    Author’s reply » Lamination has also been another of my big concerns.
    1 Oct 2013, 08:44 AM Reply Like
Full index of posts »
Latest Followers

StockTalks

More »

Latest Comments


Posts by Themes
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.