Last night, Synaptics had their earnings report, crushing estimates and guiding even higher. During the Q&A of the Conference Call, Raji Gill from Needham & Company asked about ITO replacements for large screens (didn't mention any names), The response was as follows:
Hey, Raj it's kind of number one supplier in touch we have to look at multiple technologies across the board because it can really depend by the OEM, the application and so on.
So as OGS approaches it seems to be primarily you're talking about the larger touchscreen. That is the clear market leader at this point which uses ITO obviously. But we are seeing a lot of interest in Metal Mesh as well and then other things metal and glass and future concepts.
So we support the ecosystem, so in the case of Metal Mesh, there is Uni-Pixel, there is OhmFilm, JTouch Fuji etcetera. that's actually a fairly long list of potential suppliers there and we work with the ones that ultimately be OEMs want us to work with.
Notice - Uni-Pixel is first on the list AND "we work with the ones that ultimately [the] OEMs want us to work with". This supports all the rumors that Synaptics is working with Uni-Pixel (NASDAQ:UNXL) for Dell.
Most importantly, however, is that Uni-Pixel has a huge short interest based on claims of fraudulent activity, lies, and scams. This proof that Synaptics has not only worked with UNXL touch screens but also has approved it completely belittles this thesis.
The only remaining risk is mass manufacturing which I expect we will hear positive updates on during UNXL's conference call Tuesday April 30th.
Disclosure: I am long UNXL.