Good points and concerns. If you look further into the article emit just posted you see the metal mesh discussion and the costs related to manufacturing build out are stated to be quite high. UNXL seems to have addressed that issue. Note that KODAK/UNXL are not part of the discussion in this article. That looks to change shortly if the deliver on their timeline.
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Metal Mesh has the merits below:
Ultra low impedance, support for the touch screen with the maximum size of 24 inches.
Competitive price, much lower than the ITO Film price
Foldable and bendable, especially suitable for smart wearable products like iwatch
Support ultra-narrow border design
For 13.3-inch laptops, Metal Mesh can control the border at 4 mm or less; for 15-inch laptops, it can do the border at 5 mm or less.
The upstream metal mesh industry chain is grasped by minority vendors including Fujifilm and Mitsubishi; moreover, it requires new equipment, so the initial cost is quite high. YOUNG FAST, SHENZHEN O-FILM TECH and J-Touch prefer Metal Mesh, and J-Touch targeting medium and large-sized fields makes the quickest progress.
The biggest advantage of AgNW lies in the small-scale transformation of touch sensor production equipment instead of buying new equipment. However, due to its high resistance and poor light transmission, it is not appropriate for the medium-sized field for the time being, but very suitable for the small-sized field which has lower requirements on quality. It is reported that TPK’s SNW has got the order from Apple iwatch for touch screens.