"An OEM announcement is a false premise. The dots are being incorporated into film, supposedly and it would be the "film partner" purchasing the dots and then reselling the finished material to an OEM. If QMC was supplying commercial quantities to a film partner you'd know it by now and their name could remain anonymous as well as the actual end user OEM."

How would we know by now?

You expect the buyer/film maker/OEM to allow a small subcomponent supplier announce that they are selling product to an unnamed film maker or OEM?

I don't think so. They would have to wait for the buyers to allow announcement of sales. No company wants to show their strategic hand before bringing a product to market.

Keep believe what you want about how this all plays out if QMC becomes commercial. I'll stick to what I know and my experience with sales contracts and clients allowing announcement of them.