February 9, 2015
On February 4th, 2015, Atmel announced it decided to exit the XSense (Metal mesh type ITO-replacement) business.
It’s sad to see Atmel closing the Xsense fab in Colorado. I actually toured the XSense cleanroom in Colorado fab in November 2013.
As we wrote three months ago, in our “ITO-replacement: non-ITO transparent conductor technology and market forecast report”, 4th edition, “Metal mesh transparent conductor is facing obstacles due to optical and yield issues. Metal mesh manufacturers need to consider new strategies to increase market share.”
Figure. ITO replacement report 4th edition
Source: Touch Display Research, November 2014.
This report profiles over 220 companies and research institutes working on advanced transparent conductive (TC) materials and provides a detailed analysis of metal mesh, carbon nano tube (CNT), conductive polymer, silver nanowire, graphene, and other technologies.
Thanks for reading,
Jennifer and team