Thanks Ted, I appreciate your attention to detail.
Post# of 22465
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Posted On: 02/01/2019 3:31:28 PM
Thanks Ted, I appreciate your attention to detail. There is a question as to what to include regarding the size of the project. Is the Electronics Manufacturing Cluster only the building that will house Qamronics JV, incubators, companies, solar, QDLED, and other R&D projects or are the parcels getting "grounded" (ground lease) included?
Include those and the area would be larger than A DOE National Lab. But many of them are by investors hoping to develop new products in some way dependent on quantum dots. If not directly, like an QDLED, perhaps a luminaire or solar BOS products.
A main difference is that both AMTRON and QMC are now focused on manufacturing QDLED, QDSC, India Displays, and building them from the ground up specifically with QMC participation. DOE National Labs don't have that focus.
AMTRON said quantum dots (and don't forget, other nanocrystals and metal oxide that QMC makes) are the Anchor tenant and focus for all R&D. QMC isn't competing with other QD manufacturers, and it has a licensing and royalties deal that is easier on new businesses but highly profitable on the back end by sharing in the value of the products sold. That's much better than just getting paid per gram of QD.
I will also say there is a lot of room to expand in Assam, and very possible that aspects of the Assam projects can be duplicated elsewhere in other India States or other countries, perhaps with different specific nanotech industries such as quantum computing, or other memory related semiconductors. This is only the beginning IMO.
What is really amazing is that Squires and Toshi Ando worked on the Assam project for at least two years while at the same time keeping up QMC development of amazing new products of Blue QD, Carbon QD, Perovskite QD and a QDLED that has no meaningful deteriorations after 10000 hours, all made by mass production continuous flow, and all industry bests IMO.
'The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.'
Include those and the area would be larger than A DOE National Lab. But many of them are by investors hoping to develop new products in some way dependent on quantum dots. If not directly, like an QDLED, perhaps a luminaire or solar BOS products.
A main difference is that both AMTRON and QMC are now focused on manufacturing QDLED, QDSC, India Displays, and building them from the ground up specifically with QMC participation. DOE National Labs don't have that focus.
AMTRON said quantum dots (and don't forget, other nanocrystals and metal oxide that QMC makes) are the Anchor tenant and focus for all R&D. QMC isn't competing with other QD manufacturers, and it has a licensing and royalties deal that is easier on new businesses but highly profitable on the back end by sharing in the value of the products sold. That's much better than just getting paid per gram of QD.
I will also say there is a lot of room to expand in Assam, and very possible that aspects of the Assam projects can be duplicated elsewhere in other India States or other countries, perhaps with different specific nanotech industries such as quantum computing, or other memory related semiconductors. This is only the beginning IMO.
What is really amazing is that Squires and Toshi Ando worked on the Assam project for at least two years while at the same time keeping up QMC development of amazing new products of Blue QD, Carbon QD, Perovskite QD and a QDLED that has no meaningful deteriorations after 10000 hours, all made by mass production continuous flow, and all industry bests IMO.
'The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.'
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