Current Takeaway: So, what's the takeaway from this market information on quantum dots and flat panel tv technology? Well, the way we see it is that the market for quantum dots is moving at a rapid pace at this time, with many of the OEM's looking to solidify (and/or better) supply agreements with film manufacturers and/or QD material suppliers. While QMC has yet to announce any definite supply agreements with OEM's to date (beyond two Joint Development Agreements - one with a leading flat panel display OEM group and another with major film manufacturing group Nitto Denko as well as a recently announced $20 million joint venture funded by China based Guanghui Technology Group for build out of Quantum Materials QDX™ quantum dot production facilities and quantum dots application development in China (PR link here), based on what we see in the market presently and their current capability of producing commercial quantities of high heat, moisture and oxygen stable quantum dots (both cadmium-based and cadmium-free) Quantum Materials Corp. looks to be in an ideal position to both build and maintain meaningful market share in what we expect to be an extremely lucrative and hyper growth industry for many years to come.
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