Very interesting presentation on the current situation with Samsung in regards to qdot production and their plans going forward. Please watch, very informative
. My quick take-aways.
- Biggest one - production at Hansol is not seemingly cheap. Currently one 500 liter production line which looks quite extensive from the computer render of the facility only produces enough QD for 800 65 inch displays per day!! that was a real telling sign to me that the production methods need scaling badly. Additional comment was that Samsung has 10 of these lines so max capacity 8000 displays per day roughly 2 million units per year. That low amount was pretty shocking and IMO bodes very well for QMC and the flow process technology. Market is projected at 150 Billion by 2020. 2 million displays are a fraction of what will be required.
- Appears so though Nanosys is NOT
selling material to Samsung. The only mention of Nanosys is that Samsung acquired the original core/shell design from them, otherwise the Cad-free QDOT technology is all in house.
- Noted that the process to make the QDots is difficult, the cost savings would come in the substrate and encapsulation process. Another big indication to me that QMC may have the answer to mass production by way of flow technology.
- Emphasized that OLED is not the future direction of Samsung. Qdot technology for many applications were outlined going forward, ie sensors, QD memory, bio sensing etc etc etc..
- One point that constantly get laughed at - the change from cadmium based qdots to cadmium free was a 5 year set back
!!! yes everyone this was and has been a big setback for all makers of quantum dots including QMC. Some here have suggested this switch has been known about and that there is no excuse for QMC to have been caught unaware. FALSE!! Samsung states that they are 2 years ahead of all university/competitor research in development of Cad-free qdots and that they are just figuring it out.
I plan to listen again to see if I missed any points, my biggest take away is that QMC is well positioned to gain a large position of the market when our process and cad-free qdots are accepted by a film manufacturer.