This is the best journal article I have found to date on the matter.
https://arxiv.org/pdf/1801.05102.pdf
This breakthrough from 2018 specifically using Alusion, combined with Apple's explanation of its tech that sounds very similar, the ceramic glass JV between Corning and Saint Gobain, Alusion mentioned in the SG patent, the known relationship between Merck and SG, and acceleration of Alusion sales that match the production ramp of the new iPhone...
What is the alternate explanation for such a big jump in Alusion sales? Demand coming from a lot of different early stage new sources, like sales to 3D printing start-up Fortify. That's actually better and more sustainable growth, if not as explosive over the next several years. But I think the Apple explanation fits the evidence best. We should see it in the numbers very quickly, if so.
ANO Price at posting:
$3.35 Sentiment: Buy Disclosure: Held
