nanoco can make 500 kilos of qd a year and more if they double shifts, but that is very expensive so their displays will not be cheap to buy. it's only a few hundred thousand sets and they don't have a way for major expansion without massive investment which would only keep their prices high. they cannot compete with us on price or quality.
I admit I don't know everything Squires is thinking but I know he thinks big, so the lack of relatively small sales doesn't bother me. we need to win displays so we can win LEDS, and then solar. QMC has all the competitive advantages and big deals will come.
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