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Just to be clear.. are you saying that if Nitto Denko and QMC came to Samsung with a superior film at a lower production cost that could be mass produced to supply millions of displays they wouldn't look at it?
But some experts in the display industry say that quantum dots applied to current TV models are a non-conductive material that cannot emit light on its own and
vulnerable to heat. Thus, they say that the commercialization of quantum dots will take some time.
Solution = QDX + flow chemistry
Yes nice post before it was removed? Volume is probably coming from Clays "pump" mailer.. Lol
No problem.The only competitor with bulk sales is Nanosys for "Cad" film.None of the competitors except Hansol ( semi- batch ) have supplied KG quantities to anyone for Cad free film.Like I said more difficult than we think.Samsung is the only cad free tv on the market at the moment.
"Samsung’s Quantum dots, however, are cadmium-free. They’re based on indium (In) instead. After much research and development, Samsung is currently the only company that produces cadmium-free Quantum dot displays. Samsung started focusing on Quantum dots in 2001, and has since registered over 150 patents on the subject."
In the chart below you can see the big difference in FWHM when you use InP instead of CdSe.If QMC can get their cad free materials below 40 FWHM i think we have a winner.It would be nice to see QMCs current specs to compare.
The accompanying table and figure are Yurek's update of StoreDot's original, which can be found in the previous article.
MolecuLED 2013 QDEF Samsung QD Nanosys 2016 QDEF
Red Peak ~617nm ~607nm ~625nm ~633nm
FWHM ~50nm ~40nm ~57nm ~29nm
Green Peak ~540nm ~544nm ~532nm ~524nm
FWHM ~45nm ~35nm ~58nm ~28nm
QY film 75% 70% 70% 85%
Lifetime 20k hours 30k hours 30k hours 50k hours
Materials "Organic" CdSe InP CdSe
Source: Storedot
http://www.displaydaily.com/display-daily/35647-more-on-quantum-dots-and-qd-replacements-2
I meant we don't have any thing that can be sold directly without a JV partner. like selling just Qdots in open market etc., basically we don't have any other avenues of revenue other than selling the QD to film partners in commercial quantity.
I think that has already been disproven with the fracing income as well as we are not privy to what they are working on in regards to other avenues for revenue.
Clay is not going to discuss a hard launch date even if he knows it as that is insider info.
"Over deliver and under promise".We shall see !
Let me help the unwashed out here.
First off Clay's mailer is not directed at investors here at ihub who know a fair bit about quantum dot technology through their years of due diligence on the subject.Some here blatantly don't get it or don't want to get it when it comes to what is really going on in this industry.If you read Clay's mailer he's explaining to his past, current and future investors the industry timelines and where he thinks QMC is in it.This is no "PUMP" and was not directed to anyone for that purpose.
.Make no doubt about it the switch began months ago to go cad free by all the OEMs and its why QDV is in deep doo doo and why Nanosys is trying to catch up after devoting most of their R & D and product lines to cad products.These two companies are feeling the heat for their idea that they could force cadmium on the general public.
If anyone on this board really thinks a high performance CFQD spec is easy to attain then answer these questions
1.Why doesn't Nanoco currently have a CFQD film on the market especially after having a failed CES product with LG almost two years ago
2.Why is Nanosys creating a work around "Hyperion" quantum dot that contains cadmium if they can make a high quality cad free product.
3.Why are neither of the above companies working to develop a film with the largest optical film manufacturer Nitto Denko
Some here would have preferred a deal with a minnow like Wah Hong like Nanoco did.That announcement was badly needed by both companies,Nano share price was taking a kicking and Wah Hong is losing money.I'll let ihubbers do the due diligence on "world leading " Wah Hong vs Nitto Denko and decide.Just a note that Nittos spent more on R & D than Wah Hong had in revenues last year.
Some here fail to realize that these materials being developed by QMC are bespoke.They are not atypical red,green,or blue widgets you can stockpile and sell when the market demand picks up.
Looking at Nittos current end users they are companies that require quality materials and that's why its probably taking the time to get this ridgid performance spec done.I don't think Nitto is interested in dumping a crappy product on the market and neither is QMC.
In my view QMC is ramping up to meet the market and for anyone who thinks we are missing out then they need to do some market research.
Remember being first to market doesn't always gaurantee success nor does having endless amounts of money to throw at a problem to find a solution.Some here probably remember Solyndra and how they where to big to fail with their world changing tech and endless funding dollars.Some of the companies I have mentioned have been losing money since their inception and have been trying to develop a commercial product for twice as long as QMC with millions more in funding.I like the approach of building it up when the market is ready for their goods.Creating quality and trust takes time,i know I've done this with my company..its a journey not for the weak.
Looking forward to the last half of this year and where QMC stands in the mix.I believe their process/product quality & quantity is what will set them apart from all else and why they will win market share in the coming years.
Nitto reports attached..They will be a world class partner if they close a supply deal with QMC.The longer QMC suggests they are working with them the more confident I am that they like what they are seeing.
https://www.google.ca/url?sa=t&source=web&rct=j&url=https://www.nitto.com/others/about_us/sustainability/report/2015/file/2015_33e.pdf&ved=0ahUKEwiz-4zy_eTOAhUG6GMKHbo4CyMQFggaMAA&usg=AFQjCNEijm9LZkSYWXg-iQfaoY-8dZs9Rw&sig2=otZ8BkpMEal67wChooHLvQ
https://www.google.ca/url?sa=t&source=web&rct=j&url=https://www.nitto.com/others/about_us/sustainability/report/2015/file/2015_alle.pdf&ved=0ahUKEwiz-4zy_eTOAhUG6GMKHbo4CyMQFggfMAI&usg=AFQjCNHEWKz70gVLlr0-T0Mx3W-wbt1jMA&sig2=PkPR1Eg2lY8PWnd-KbRR6A
This is what a leading film manufacturer really looks like ;)
Well.. It almost got to. 07 ; )
Really ? I think we all know what he meant and it was a slip up..your nit picking.
His comments "Reality: Zero income Company"
This isn't false ?
I reviewed all of Sony's new product lines including expected release at IFA Berlin and none had qd in them.
Lol.. 250k from Nitto.. Income from frac deal.. Possible sample sale revs = zero ?? Bad math. Try again.
I think J45 said it " there is only one reason to buy and many to sell"
Hypothetical.. That is usually the theme when discussing many subjects on QMC on this board.Perhaps the "hypothetical "buyer is a patient investor who sees the fundamentals haven't changed from the companies outlook and can see that they are still progresing to their goals and that the shares offered up are from an impatient investor or someone who had monetary needs to fulfill.As was just stated here that perhaps investors who can bid sit are doing just that and why would that be if they thought this company was a bad investment.Of course this is all "hypothetical ".
And vice versa with some continued buying of the stock we could be at. 14.But hey why look at the upside when the downside is possible.Glass half full or half empty?
Canaccord did pretty well for Nanoco with not much more to work with. Canaccord has a long history of SEC violations but at least they did something for Nanoco SP. Vista has been an absolute joke. The relentless selling of shares and poor promotion has been QMC's biggest downfall.
I totally agree.We would have been better off using Cannacord and Liberium to blow some smoke IMO.
We know it was Nitto Denko who funded QMC, the recent follow up has the same wording as the initial PR leading optical film manufacturer so I think it falls way beyond assumption if you can follow along. Having two buildings close by each other and that somehow indicates they are working together.. that undoubtedly is at the far outer limits of assumption. "Place your bets"
San Marcos, TX – August 16, 2016 – Leading North American quantum dot manufacturer Quantum Materials Corp. (OTCQB:QTMM) today announced that the Company is continuing work with a leading optical film manufacturer, building upon a relationship which originated under an initial joint development agreement.
Over past year as this development work has ramped up and other projects have come on line, Quantum Materials Corp has tripled its full-time science and engineering staff with the addition of several patentholding scientists, and engineering, and manufacturing operations specialists. In addition, effective September 1, 2016 the Company will double its lab space at Quantum Materials’ San Marcos, Texas headquarters.
“Our collaboration continues to evolve as we work closely together to create optimal quantum dots characterizations for display optical films,” said Sri Peruvemba, CEO of Quantum Materials Corp. “As we grow our people are the key to our success. We are fortunate in attracting the best material sciences talent with which to drive the commercialization of quantum dot technologies for the display, lighting and energy industries.”
SAN MARCOS, Texas, Sept. 22, 2015 (GLOBE NEWSWIRE) -- Leading North American quantum dot manufacturer Quantum Materials Corp ("QMC" or the "Company") (OTCQB:QTMM) today announced that the company has executed a funded product development agreement with a leading global optical film manufacturer.
The use of quantum dots by leading display manufacturers continues to accelerate and this development agreement has the potential to result in the manufacturing of LCD displays of all sizes using QMC's revolutionary QDX™ quantum dots in 2016. For further information on this agreement, please see the 8-K filed today with the Securities and Exchange Commission at www.sec.gov
Sort of like the assumption that because you are located on the same block you do business with that conpany.
Although Nitto Denko is not "right across the street " from Samsung I believe the articles provided show a strong working relationship that will no benefit Nitto/QMC when a film is completed.
IMO QMC has the best partner moving forward. All signs are looking pointing in the right direction for capturing the Chinese market!
Nitto Denko + QMC = $$$ place your bets accordingly!
Nitto Denko plans LCD polarizer production in China
OSAKA -- Nitto Denko aims to establish start-to-finish production of polarizing films for liquid crystal displays in China beginning in 2018 to respond faster to orders in an increasingly demanding market.
The Japanese electronic parts maker is a leading global manufacturer of polarizers, which are built into LCD panels to control light for a bright display. Nitto Denko has seven overseas bases for post-processing to cut the polarizing films to size, but the company has conducted the technically advanced fabrication of the films only in Japan.
Nitto Denko will invest roughly 13 billion yen ($124 million) to build a facility for this pre-processing step on the grounds of its plant in Shenzhen, which now conducts post-processing of the films.
The company wants such integrated production in China given the growing might of rival Chinese makers as well as moves by major customers such as South Korea's Samsung Electronics to boost production of LCD panels in China.
The advance of Taiwanese and South Korean producers into the field has made the market for LCD polarizers extremely price competitive. Nitto Denko intends to focus in China on producing ultrathin polarizers for high-end televisions and smartphones, which can demand higher prices and are more profitable.
(Nikkei)
http://asia.nikkei.com/Business/Companies/Nitto-Denko-plans-LCD-polarizer-production-in-China
Thanks J.. maybe that will put the doubts to rest for some.
Another great article on Nitto Denko. Compare Nanoco's partners to Nitto who is the leader in film sales and development?
https://www.ft.com/content/e2294660-3fd6-11e5-b98b-87c7270955cf
Nitto Denko Corp Follow
Japanese smartphone supplier turns focus to cars
Maker of optical film for electronic screens expands into new industries as mobile growth slows
AUGUST 23, 2015 by: Kana Inagaki in Tokyo
As Apple and Google consider entering the automotive market, it is the niche technology of a little-known Japanese player that may come in hot demand.
Japanese suppliers such as Nitto Denko, the world’s biggest maker of optical films used on Apple’s iPhone screens, are rushing to expand sales for parts used in cars to offset an increasingly mature smartphone industry.
“We’re collecting information on what the next-generation car would look like,” says Hideo Takasaki, president of Nitto Denko.
“We are already in contact with current auto makers and new players (such as Apple and Google) on what technologies we can bring,” Mr Takasaki adds.
Founded in 1918, few consumers even in Japan know the name of the Osaka-based company that started out making electrical tape. Yet Nitto Denko controls about 40 per cent of the global market for optical films or polarisers for liquid crystal displays, and its technology is embedded in an Apple iPhone or Samsung Electronics television. Its product line-up tops 13,000 items in 70 sectors.
Buoyed by strong iPhones sales, Nitto Denko, which is 43 per cent owned by foreign investors, has seen annual sales grow 32 per cent to Y825bn ($6.6bn) while its net profit hit an all-time high of Y78bn in the previous fiscal year. Profits are expected to grow another 14 per cent this year.
Nitto Denko and other Japanese parts makers in Apple’s supply chain have thrived even as the country’s better-known consumer brands such as Sony and Panasonic were relegated to the backseat in sales of smartphones and television.
Yet parts and material groups are similarly exposed to price declines with the commoditisation of TVs and smartphones, and are vigilant about finding new applications and markets such as cars and healthcare.
“We need to cultivate customer ties with top leaders in the industry, and make sure we get information on their next product ahead of our rivals,” says Mr Takasaki. “If we stand still, we’ll face only commoditisation and price competition.”
Jefferies recently revised down its sales forecast for Nitto Denko’s polarising films and touch panel materials by 5 per cent due to weaker outlook for smartphone sales in emerging economies. The brokerage expects the price decline in polarising films to exceed volume increase within two years.
Finding alternative revenue sources will be critical with Nitto Denko generating about half of its annual revenue from optical films for electronics products. Its automotive business accounts for 14 per cent.
The Japanese chemical company mainly competes with global rivals such as 3M of the US and Germany’s Henkel in the area of automotive tape, a product with growing popularity as automakers scramble to make their vehicles lighter and more cost efficient.
Its adhesive tape, for example, is used to reinforce thin steel panels of vehicle doors, and to absorb vibration and noise.
Nitto Denko aims to boost sales of automotive tapes from Y114bn to Y150bn by the fiscal year ending in March 2018. Analysts expect an annual growth rate of about 6 per cent. To meet growing demand, the company has built new plants in Brazil and India, and added production lines to existing factories.
Nitto Denko and Samsung have a history together.. "Place your bets"
Nitto Denko launches counterattack against ITO film competitors
Japan’s Nitto Denko, an exclusive manufacturer of ITO film that is a core material in the world’s Touch Screen Panel (TSP) market, launches counterattack against the replacement material manufactures.
It is interpreted that they are delivering a return attack when especially Korean part companies began to successively commercialize new materials for TSP such as metal mesh, and carbon nano tube (CNT). Nitto Denko is aggressively reducing the ITO film price and they are moving on to high added-value products characterized as thin layer, high transparency, and low resistance materials. This is an action that puts pressures on Korean TSP material and part companies that successfully localized them as late starters.
According to a source in the industry on the 5th, it is known that Japan’s Nitto Denko additionally reduced the ITO film price by 5% for a major customer such as Samsung. Nitto Denko is planning to continue to strengthen the price competitiveness by significantly enhancing the productivity of ITO film manufacturing plants in Japan within this year.
The companies, which plan to supply new materials such as metal mesh, and CNT for smartphones and TSP for table PC’s during the first half of this year, appear to be extremely nervous about Nitto Denko on the offensive. Previously, the G2-type cover glass integrated TSP companies that targeted an ITP film replacement market have been ousted by Nitto Denko on the offensive.
If the price of ITO film continues to drop, smartphone manufactures have fewer reasons to adopt new materials. ITO replacement manufacturers originally planned to supply their products for prices that are cheaper by 20% to 30%. As Nitto Denko reduces the price of ITO film, however, the price gap has become smaller.
Nitto Denko particularly makes efforts to keep Samsung as their customer. Once Samsung, the top smartphone manufacturer, begins to adopt new materials such as metal mesh, and CNT, it is likely for the late starters to begin to commercialize ITO replacing materials. This will reduce the demand, which will subsequently become a direct hit on Nitto Denko.
“It is known that Nitto Denko supplies ITO film to Samsung for the least price,” said a source in the industry. “This is because Samsung is the best customer that makes large quantity ITO film purchases, and a company that sets a hardware trend.”
Samsung is planning to increase the release quantity of low to mid priced tablet PC’s this year. Samsung is developing eight TSP applied smartphone and table PC models. Even if development of some models is cancelled during the process, there is a high possibility in which two or three models will be released. It is known that the first PC with metal mesh will be released during the first half of this year. This model with a 7 or 8 inch display is the model that targets a new market such as China. While all other parts are the same, only TSP adopts the three options including an embossed, engraved metal mesh, and ITO film. It seems that the possibility of defects is considered as new materials are used.
“This is a situation in which the competition between Nitto Denko and ITO replacing materials only enriches Samsung. As for Samsung, this is an advantageous situation for them to receive materials for the lowest price,” said a stock market analyst.
You asked so I answered the question.Their guidelines suggest greater revenues in the third and fourth quarters.I believe that projection would be inline with a timeline to complete something with their "Partners" and start selling bulk materials .Like Nanoco neither have their material in a commercially viable film at this moment, so the race is on.
It's the 10k.Of course it is in the fiscal year.
Ask how nanoco investors feel about the sp who put 20 million lbs in at 105p and those that own at a considerable higher price point. no $ figure stated by nanoco of what they got from Samsung.. They said it was moderate.. What does that mean.. Lol.. If it was great sure as heck they would say it.They unhappy people here are those that are like those Nano investors who put in $ above the current SP.In other news Nano pumpers Cannacord and Liberium have been replaced.Perhaps the investors that bought at 105p and above had issues with their promotion promises??
Interesting how the PR today gets totally derailed by old news. See highlights.
Quantum Materials Corp Continues Work for Joint Development Partner, Increases Strategic Personnel and Lab Space
SAN MARCOS, Texas, Aug. 16, 2016 (GLOBE NEWSWIRE) -- Leading North American quantum dot manufacturer Quantum Materials Corp (OTCQB:QTMM) today announced that the Company is continuing work with a leading optical film manufacturer, building upon a relationship which originated under an initial joint development agreement.
Over past year as this development work has ramped up and other projects have come on line, Quantum Materials Corp has tripled its full-time science and engineering staff with the addition of several patent-holding scientists, and engineering and manufacturing operations specialists. In addition, effective September 1, 2016 the Company will double its lab space at Quantum Materials’ San Marcos, Texas headquarters.
“Our collaboration continues to evolve as we work closely together to create optimal quantum dots characterizations for display optical films,” said Sri Peruvemba, CEO of Quantum Materials Corp. “As we grow our people are the key to our success. We are fortunate in attracting the best material sciences talent with which to drive the commercialization of quantum dot technologies for the display, lighting and energy industries.”
About Quantum Materials Corp
Quantum Materials Corp (QMC) develops and manufactures quantum dots and nanomaterials for use in medical, display, solar energy and lighting applications through its patented volume production process. QMC's volume manufacturing methods enable consistent quality and scalable cost reductions to drive innovative discovery to commercial success. The company’s technology continues to move the future of quantum dots to the present. QMC’s products are the foundation for technologically superior, energy efficient and environmentally sound LCD UHD displays, the next generation of solid-state lighting, solar photovoltaic power applications, advanced battery and energy storage solutions, biotech imaging, and biomedical theranostics. Wholly-owned subsidiary Solterra Renewable Technologies develops sustainable quantum dot solar
Zero? Who said zero?
It's fairly hilarious that whatever Nanoco says is taken as the gospel truth but when QMC issues a PR it is raked over the coals.. analyzed word for word and then considered to be lies or misleading or a scam.. just remember whatever Nanoco may say has DOW brought them any supply contracts? NO!! Remember how DOW was going to be their ticket to huge deals? There are a lot of investors still way underwater on Nanoco so don't give me the they are the be all end all compared to QMC.
There is the risk vs reward factor.. Nanoco may double.. but if QMC announces a significant partnership or supply deal it could go 20 times it's value in short order.
"The scary answer is that they weren't worried about our low CAPEX, continuous flow process, and limited IP portfolio, and they don't consider QMC a serious threat." And you know this how.. remember facts?
Don't you think Kisco looked at QMC product and reactor technology before partnering? If you want to consider a bulk sale as confirmation you have every right.. I'm just stating my opinion.
Just going by the facts instead of the usual bullshit around here.
The reactor technology has been proven so your wrong there, it is a game changer. When the market demands tons of qdots we will see who the leader is.
Compared to Nitto Denko Wah Hong is a complete joke in market share and film development expertise, do the research you may learn something.
Also QMC doesn't need to partner with companies like Nanoco does to help them scale their technology.. QMC just needs to buy another reactor and doesn't give up anything in doing so... If that's not a game changer then you just don't get it.
Insecure lol.. far from it. So Dow walked away from the original deal only because of price and you know this how? How about we aren't dealing with Merck because perhaps Nitto has been working QMC and that relationship will be far larger in scope than anything Merck would bring to the table.
Perhaps more important that the quality and quantity of our quantum dots is starting on the right path. Quantum Materials employees and management can save any company time and money in development by sharing our expertise and experience by jointly determining the correct composition and characteristics to optimize the abilities of the product at project conception. Instead of synthesizing by batch process, all research is accomplished directly on our proprietary automated process equipment allowing testing of synthesis variations inline for extreme quality control. With our wide variety of nanomaterials and ability to finely tune characteristics, companies experience faster prototyping and product commercialization by conducting their research with production-ready quantum dots.
"The revolutionary nature of our high-volume production process is recognized by our esteemed customers and partners and has allowed us to attract talented employees on the cutting edge of the nano-sciences. On a daily basis the Quantum Materials’ team is accelerating discovery and fast-tracking significant advances in material science.”
“We value our relationship with Kisco and look forward to working with them at DisplayWeek to continue growing the current customer partnerships they have facilitated and build upon the momentum we are developing as a team,” Mr. Squires concluded.
The patents acquired provide broad intellectual property protection for advances Quantum Materials has achieved in economical high-volume quantum dot (QD) manufacturing. In addition, the Bayer patents cover volume production technology for heavy metal-free (HMF) quantum dots and nano-particles; increasing quantum yields for HMF quantum dots; and hybrid organic quantum dot solar cell (QDSC) production as well as a surface modification process for increased efficiency of high performance solar cells and printed electronics. The patent families were acquired through a cash purchase agreement and financial details will remain private.
“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.”
“Bayer Technology Services has been successfully working in the field of nanotechnology for more than 30 years . We are very happy that Quantum Materials is also using our patents to invest into new markets Bayer is not focusing on,” adds Dr. Guenter Bachlechner, Head of Technology Development and Senior Vice President of Bayer Technology Services GmbH.
The quantum dot-related patents extend Quantum Materials’ ability to synthesize numerous heavy metal-free organic periodic table groups in addition to its own inorganic Group II-VI composites. The company intends to incorporate each patent into its advanced production processes, including high yield InP/ZnS nanocrystals, a heavily researched QD in high demand in optoelectronics.
The solar-related patents describe the fundamental design of quantum dot solar cells and processes for optimizing quantum dots for solar and other printed electronics applications. The solar patents enhance Quantum Material’s licensed patent on printing OLED and QD solar cells and other printed electronic devices by gravure or high-speed roll-to-roll.
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.”