Glassimetal's RCDF tech is little more than a tabletop experiment right now. It has potential for some applications, but it is years from commercial viability. Also, their process is not very different from ours, and much of it may infringe upon CIP patents. I'm pretty confident they'll be kept entirely under Apple's thumb. If Apple does go hardcore BMG, it will be mostly CIP tech, with some EON and Glassimetal contributions.
I wouldn't be too surprised to see Li buy Johnson's company down the road, and roll it into LQMT.