Dave's post on i junk was quite accurate "
"insofar as your question about QMCs' offerings vs QDV & Nanosys CFQD/CdQD is concerned, the PR states: "QDX product line of industry leading quantum dots".
I take this to indicate that QMCs' 'industry leading product line' goes beyond the confines of just Cd or Cd-free , and into area of bespoke products made from various custom formulas. As we've seen in numerable whitepapers over the years , it's not as simple as Cd or Cd-free, there are a wide variety of QD structures, components & formulas , with more being developed every day: example; http://www.sigmaaldrich.com/materials-science...html"
My take away is that our key advantage is flow chemistry ( microreactor ) that is the differentiator in making samples in far less timelines than batch ( semi automated..seeding etc ) and being able to replicate these samples with high uniformity and output.OEMs take note of those two things when deciding to sign supply deals and there is no doubt that QMC leads in this area.
I remember talking to Steve years ago about why he went to flow chemistry and he said that they had tried to scale batch process for their tetrapods and it never got to the point where they thought they could scale it large enough and at a low enough price point to meet future demands.The bigger take away is the CAPEX and OPEX to produce QDX which is a fraction of the competitors...QMC can deliver as as much or more than Nanosys or DOW/Nanoco from a 4000sq ft facility.Nanosys has a 60000 sq ft building and from all reports DOW was building something large as well ,both mostly sized for multiple batch lines to get to quantities....again CAPEX and OPEX.
If QMC so wanted they could invigorate the market with their technology and change the predictions for display sales for the coming years all by making end products with film partners at a price point that would leave every OEM no choice but to use it.OLED would not have a chance..
Current film prices I have seen stated are anywhere from $200 and up for a 55" tv...We already have heard QDX needs no barrier film so thats a $20-40 reduction already which should get some attention.I would take away from their PR that things are moving well behind the scenes...in order to have a product line in 2017 you need to have a display unit ready for consumer review by fall which means you need to start supplying materials to film manufacturers very soon.It also means that the companies you have signed NDAs with and sent samples to must like what they see.
These are just my thoughts after having been invested in and following QMC and quantum dot technology for the past 8 years..BTW an blog Bill Leigh had written got me interested in this in the first place as well...great guy !
reference statements
"DisplaySearch, a market research firm, said the basic cost of Samsung's 55-inch quantum dot TV was $584 compared to $380 for the same-sized TV without quantum dot technology"
." Dow asked Samsung for too much for their quantum dot materials as Samsung intends to grow the quantum dot TV market with no huge price barrier to consumers, " the source said.
"Nanosys’ Milpitas operation, though it may be manufacturing huge numbers of quantum dots, is not a huge facility, and the manufacturing operation only takes about a dozen people per shift to operate. I saw one of two manufacturing areas; it was about the size of a large classroom; the other line, I was told, is about the same size. But again, the materials being produced are small, and, Hartlove says, the company can make enough quantum dots for 6 million 60-inch television displays annually from this facility."
"According to QD Vision, the oxygen-barrier film needed for film-based dots is costly , which explains why Nanoco and Nanosys are partnering with Dow and 3M for that film."
"insofar as your question about QMCs' offerings vs QDV & Nanosys CFQD/CdQD is concerned, the PR states: "QDX product line of industry leading quantum dots".
I take this to indicate that QMCs' 'industry leading product line' goes beyond the confines of just Cd or Cd-free , and into area of bespoke products made from various custom formulas. As we've seen in numerable whitepapers over the years , it's not as simple as Cd or Cd-free, there are a wide variety of QD structures, components & formulas , with more being developed every day: example; http://www.sigmaaldrich.com/materials-science...html"
My take away is that our key advantage is flow chemistry ( microreactor ) that is the differentiator in making samples in far less timelines than batch ( semi automated..seeding etc ) and being able to replicate these samples with high uniformity and output.OEMs take note of those two things when deciding to sign supply deals and there is no doubt that QMC leads in this area.
I remember talking to Steve years ago about why he went to flow chemistry and he said that they had tried to scale batch process for their tetrapods and it never got to the point where they thought they could scale it large enough and at a low enough price point to meet future demands.The bigger take away is the CAPEX and OPEX to produce QDX which is a fraction of the competitors...QMC can deliver as as much or more than Nanosys or DOW/Nanoco from a 4000sq ft facility.Nanosys has a 60000 sq ft building and from all reports DOW was building something large as well ,both mostly sized for multiple batch lines to get to quantities....again CAPEX and OPEX.
If QMC so wanted they could invigorate the market with their technology and change the predictions for display sales for the coming years all by making end products with film partners at a price point that would leave every OEM no choice but to use it.OLED would not have a chance..
Current film prices I have seen stated are anywhere from $200 and up for a 55" tv...We already have heard QDX needs no barrier film so thats a $20-40 reduction already which should get some attention.I would take away from their PR that things are moving well behind the scenes...in order to have a product line in 2017 you need to have a display unit ready for consumer review by fall which means you need to start supplying materials to film manufacturers very soon.It also means that the companies you have signed NDAs with and sent samples to must like what they see.
These are just my thoughts after having been invested in and following QMC and quantum dot technology for the past 8 years..BTW an blog Bill Leigh had written got me interested in this in the first place as well...great guy !
reference statements
"DisplaySearch, a market research firm, said the basic cost of Samsung's 55-inch quantum dot TV was $584 compared to $380 for the same-sized TV without quantum dot technology"
." Dow asked Samsung for too much for their quantum dot materials as Samsung intends to grow the quantum dot TV market with no huge price barrier to consumers, " the source said.
"Nanosys’ Milpitas operation, though it may be manufacturing huge numbers of quantum dots, is not a huge facility, and the manufacturing operation only takes about a dozen people per shift to operate. I saw one of two manufacturing areas; it was about the size of a large classroom; the other line, I was told, is about the same size. But again, the materials being produced are small, and, Hartlove says, the company can make enough quantum dots for 6 million 60-inch television displays annually from this facility."
"According to QD Vision, the oxygen-barrier film needed for film-based dots is costly , which explains why Nanoco and Nanosys are partnering with Dow and 3M for that film."
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