Competition ? Having quantum dots that perform under stressful conditions and can be mass produced.The list is few if any.Selling qd in small quantities is easy for anyone with a beaker line but to sell kg quantities that have a high QY and properties that meet OEMs specs is very difficult.As an example Nanoco has been at this twice as long without a commercial sale of optical qd..they are suddenly focused on nanoparticles which are easier to produce.All things in time here...expecting filings to be up to date soon.