I've answered multiple times that TFLN leads by a landslide because that's what the evidence shows. Something like 8 suppliers of TFLN including a number of Chinese. Polymers? Where are the suppliers? Almost completely off the radar. Very much an outlier at this point. That's not what you want to see to support your fantasy that polymers are being taken seriously.
If that changes then we will have EVIDENCE that TFLN might be dispaced. Until then TFLN is the leader and polymers may never even get a chance. Of course, even TFLN is hardly a dent at this point -- and we know that industry projections seem to always get revised by years if not decades..some are willing to "wait as long as it takes" but wise investors are not if that period of time is completely unpredictable...
Mark L - analyst for over 30 years believes there won't be more than one winner. Debatable but he has a good reason: The big wigs aren't going to want to support more than one platform because it costs too much.
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