Back in March we predicted that Apple might acquire waterproofing-technology start-ups P2i or HzO. We saw great waterproofing technology at MWC 2012 from these and other companies, and based on our research, we found these two to the be the ones likely to be acquired.
Now, just over six months later, we think M&A in this area is getting close. The most likely buyers include Apple (despite the iPhone5 having been released without the rumored waterproofing) and Samsung, and other potential buyers include Sony Ericsson, RIM and LG. Motorola is already selling "splash-proof" phones, based on P2i's technology, and Fujitsu is also selling phones with fully-submergable waterproofing technology of their own. Obviously these technologies may be licensed and not acquired, but we think some manufacturers may want to get this technology and keep it out of competitors hands.
There are other companies with strong waterproofing technology, including Liquipel and Ross Technology. In addition, many mobile companies have researched waterproofing technologies, including Toshiba, Fujitsu, Motorola, Nokia and others.
But HzO and P2i appear the most likely to either be acquired or enter a strategic alliance with a major phone manufacturer. Not only have both been recognized recently for their technology excellence, but both have specifically focused on incorporating their technology into phone manufacturing processes, not only waterproofing individual devices.
Grizzly Analytics expects to release a report soon on waterproofing technology. In the meanwhile, feel free to contact us with any questions you have on device waterproofing technology or our predictions for how it will reach market.