Sunmoon, in the short term selling quantum dots willy-nilly would be good, but not in the long run. QMCA is designed to make its own quantum dots, develop products in joint venture with companies in china, and share in the profits from both selling QD to the product makers and get a share of the profits. In the long run this is better as it assures an ongoing income.
Nanoco uses a batch method and the Edison report says :
The company currently has enough capacity to produce QDs for 350k m2 screen coverage or c $14m (£11m) at our estimated initial pricing of $38/m2. This is consistent with IHS’s estimated cost of $57.8 for the QD film for a 55” television (area 0.83m2) assuming that QD material accounts for c 55% of this value. Management estimates that it can also expand capacity at Runcorn by nearly fourfold to deliver enough CFQDs to supply 2m m2 of quantum dots (ie the amount of quantum dots required to cover a given area of display film) with a mere £2m of capex. We forecast a low double-digit rate of price erosion, similar to our royalty forecasts.
http://www.edisoninvestmentresearch.com/resea...p/preview/
Those are not large numbers. QMC already has more capacity than that.
Nanoco uses a batch method and the Edison report says :
The company currently has enough capacity to produce QDs for 350k m2 screen coverage or c $14m (£11m) at our estimated initial pricing of $38/m2. This is consistent with IHS’s estimated cost of $57.8 for the QD film for a 55” television (area 0.83m2) assuming that QD material accounts for c 55% of this value. Management estimates that it can also expand capacity at Runcorn by nearly fourfold to deliver enough CFQDs to supply 2m m2 of quantum dots (ie the amount of quantum dots required to cover a given area of display film) with a mere £2m of capex. We forecast a low double-digit rate of price erosion, similar to our royalty forecasts.
http://www.edisoninvestmentresearch.com/resea...p/preview/
Those are not large numbers. QMC already has more capacity than that.
