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Posted On: 09/05/2017 5:42:07 PM
Post# of 22463
I agree that talking about competitors is not productive. If they all fail, we still do not succeed unless we have excellent product that meets a need and can provide it in the quantities they need for commercial production. It always up to us to perform, regardless of what 'they' do, and our focus is the key ingredient for producing revenue as an end result.
QMC is clearly focused on improving QD performance, LED performance and expanding by introducing new nanomaterials for other industries. The QD market predictions in the ads for market research reports - none take into consideration that QMC has the potential to disrupt the marketplace with automated prouction in the thousands of Kilos. None of them. I see QMC poised to dominate the QD market and having high growth for the next ten years.
That is why my mantra 'buy and hold' hasn't changed. Its taken longer than we expected, but the market really has been waiting for us. The proof is that Samsung's QD Displays are still high priced, not from choice, but from high cost of QD to them. There won't be low price QD Displays until the introduction of mass produced QD at low prices, something only QMC is capable of producing. Further proof is that there is no commercial QD LED lighting. That market is waiting for us too. And so is Solar, in all its forms.
The Display Market is ready now. The pipeline for equipment for Display Fabs is booked for the next few years. http://www.displaysupplychain.com/blog/105g-f...s-capacity QMC is poised to do deals from a position of strength to meet the coming high demand. By waiting, the pressure is all on the OEMs to justify the billions of dollars in Fab cost and make these factories profitable for the next 10 years
QMC is clearly focused on improving QD performance, LED performance and expanding by introducing new nanomaterials for other industries. The QD market predictions in the ads for market research reports - none take into consideration that QMC has the potential to disrupt the marketplace with automated prouction in the thousands of Kilos. None of them. I see QMC poised to dominate the QD market and having high growth for the next ten years.
That is why my mantra 'buy and hold' hasn't changed. Its taken longer than we expected, but the market really has been waiting for us. The proof is that Samsung's QD Displays are still high priced, not from choice, but from high cost of QD to them. There won't be low price QD Displays until the introduction of mass produced QD at low prices, something only QMC is capable of producing. Further proof is that there is no commercial QD LED lighting. That market is waiting for us too. And so is Solar, in all its forms.
The Display Market is ready now. The pipeline for equipment for Display Fabs is booked for the next few years. http://www.displaysupplychain.com/blog/105g-f...s-capacity QMC is poised to do deals from a position of strength to meet the coming high demand. By waiting, the pressure is all on the OEMs to justify the billions of dollars in Fab cost and make these factories profitable for the next 10 years
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