licensees2 Jul 2021 10:26
thanks for tdk/avx news (noticed tdk corp tweeted edlcs june 15) last night i recapped last results on subject
"CAP-XX's existing licence agreements are further endorsements of the Company's strategy to develop substantial and recurring income from its intellectual property. Several other license agreements are at differing stages of negotiation. A significant additional benefit of the existing licencing agreements is that they validate CAP-XX's technology leadership in the field of supercapacitors and energy storage, and the potential for supercapacitors as a mainstream consumer electronics technology. Our licensees' product lines and sales activities are also increasing our exposure to markets and customers that were previously beyond the Company's reach. It is also important to note that the strategy of our licensees is to offer product ranges targeted at certain end markets. As such, none of them meet the product type or size requirements for all markets and all applications, leaving room for CAP-XX to supply these other markets directly using products made by CAP-XX and its contract manufacturers.
There remain several additional opportunities for the Company to pursue additional licencing arrangements. Some of these have and may require the Company to enforce its patent rights through court action, as already noted."
also, "the Board may pursue a strategy of partnering with automotive and military Tier-1/Tier-2 suppliers, through either a new license agreement or a joint venture, to supply the automotive markets." I wouldn't mind another one, or two.
this article a few years old but interesting, re China and Taiwan
https://passive-components.eu/china-passive-component-firms-expanding-global-presence/
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