On my previous post and why the delay IMO of sealing a deal.The change in materials from cdse to InP are akin to making tofu taste like a piece of prime rib steak.There is time between proving up champion samples that can be delivered en masse and the film makers adapting InP to perform in their resins.I believe the time waiting has been on the film makers and OEMs not QMC.Vizios latest offering will push all other OEMs to a Qd product to compete.This will force Samsung to lower pricing and make QD tvs more affordable to the masses.This will drive the film producers to deal with QMC eventually as a low cost producer of QD.Its taken longer than many expected but as we all know once technology has been proven ( Samsung,Vizio, Hisense etc ) and the pricing is right then the market percentage of sales of qd tvs coyld change dramatically.Everyone wants the newest these days and if the pricing can get to just over a $1000 then its about the same price as a new Iphone which people seem to have little issue paying for or upgrading to.
Today, CdSe already achieves 35nm and <20nm in commercial and laboratory settings, respectively; whereas InP QDs are at c. 40nm commercially but struggle to go to 35nm even in labs. This gap is hard to rapidly fill because controlling the shape and size monodispersity of InP particles is challenging. QDs have also become more stable. This has already relaxed barrier requirements in film type implementation and is anticipated to continue to do so. This trend therefore leads to simpler and lower cost barrier films. Efforts to improve production either via larger scales or via innovative processes such as low-temperature molecular seedings, continuous reactions in microcapillaries or one-pot synthesis process all seek to lower per Kg production costs. Increased QD brightness will also result in lower per sqm consumption. All these factors are driving down total QD implementation costs. In turn, this is opening new pricing strategies to display makers.
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