The only difference I see between QMC/Nitto Denko agreement and Nanoco/Wah Hong's agreement is below in bold. They announced that they get paid for the supply of qdots during the development phase of a commercial product.
QMC is clearly supplying Nitto Denko and Kisco with qdots, but we don't know if they are getting paid for them at this point. Which is likely why we have not seen any revenue to date. QMC has been giving theirs away as part of their development agreement and Nanoco has required Wah Hong to pay for them. Nanoco's business model is slightly better at the moment. ;)
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