As stated in Steve's radio interview this is an emerging market.No one has landed massive supply deals of qd .Also he stated while the competitors were working on end applications QMC focused on developing their product and mass production at a price point that will encourage development.He left a lot of bread crumbs for those that listened carefully.The other aspect I took was the comment that because of the existing patents it would be difficult for others to enter at this time and in fact they have stated after aquiring the Bayer patents.
"We acquired these patents to not only expand our technology portfolio in heavy metal-free and QDSC production, but also to protect the advances we have made to date in the volume manufacturing of nanoparticles, including quantum dots," said Stephen Squires, Quantum Materials CEO and president. "Bayer is a research pioneer in the nanotech and QD fields and these early filings were awarded with broad claims. It will be very difficult for competitors to produce materials in volume similar to ours without breaching our patents."
David Doderer, Quantum Materials VP of Research and Development, added, "The heavy metal-free organic nanomaterials expand our high performance product offerings, and the automated processes will bring down their cost so manufacturers can begin planning adoption into real products at price points that expand market penetration of quantum dot technologies significantly. Combining the solar patents with our automated volume QD production process opens the door for us to establish joint ventures for Quantum Dot Solar Cell (QDSC) pilot plants worldwide."
