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Posted On: 04/03/2020 3:58:17 PM
Post# of 22465
One of the points I have made in the past echoed Display Analyst Ian Hendy who said the Display industry cannabilizes its profits every few years in a race to the bottom in display prices.
Bob in Display Daily today explains that each new display fab increased cost but doubled production in a repeating boom-bust cycle. A couple of years ago Nanosys fell victim to that cycle, having doubled the output of their plant and having to lower their QD price to $12/gram. Now Samsung is getting out of their QLED line which could squeeze Nanosys even more. Samsung will spend $11 billion developing new QD-OLED Displays. Does this new huge cost require lower cost QD?
Article link below.
Some wanted QMC to play the game and make even a small, thin profit on QD but in a race to the bottom there are no winners.
Squires made the point that the way forward with sustainable profits is a licensing/royalties business model similar to UDC/#OLED, and he achieved it in the AMTRON JV. He seems intent on other QD product JVs, too. It will be interesting to see what path the rest of the industry chooses.
https://www.displaydaily.com/index.php?option...2020-04-03
Bob in Display Daily today explains that each new display fab increased cost but doubled production in a repeating boom-bust cycle. A couple of years ago Nanosys fell victim to that cycle, having doubled the output of their plant and having to lower their QD price to $12/gram. Now Samsung is getting out of their QLED line which could squeeze Nanosys even more. Samsung will spend $11 billion developing new QD-OLED Displays. Does this new huge cost require lower cost QD?
Article link below.
Some wanted QMC to play the game and make even a small, thin profit on QD but in a race to the bottom there are no winners.
Squires made the point that the way forward with sustainable profits is a licensing/royalties business model similar to UDC/#OLED, and he achieved it in the AMTRON JV. He seems intent on other QD product JVs, too. It will be interesting to see what path the rest of the industry chooses.
https://www.displaydaily.com/index.php?option...2020-04-03
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