Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
I'm heading to Vegas for CES next week. Be interesting to get a close up view and speak with a few people on the floor. 2016 IMO will be the year of significant revenues followed by an uplisting. The market is ready and so is QMCs qdots and reactor technology. Analyst forecasts predict 2016 as the year bulk quantum dots will be required. QMC is primed and ready! Happy New Years.
Go ahead and cash out then and miss the opportunity of a lifetime. You are basically wasting your breath bashing here, even the glass half empty gang is in it for the long term. Nitto deadline coming in the next few weeks IMO QMC will prosper big time!
Take a look at who Nitto Denko supplies product to Apple... LG.. many others..they obviously wanted to lock our product up so we wouldn't work with those companies directly. Better for us as we can indirectly supply through Nitto Denko to multiple manufacturers.
New presentation on the company website.
http://qmcdots.com/qmcdecemberpresentation.pdf
http://www.vistapglobal.com/information-technology-companies/quantum-materials-corp/
VISTA COMMENTARY
Quantum dots are tiny nanoparticles of a semiconductor material which emit light, or fluoresce, when excited with energy. The color of light (wavelength) emitted varies depending on the size of the quantum dot so products can be tuned for specific applications. Their unique properties as highly efficient, next generation semiconductors have led to the use of quantum dots in a range of electronic and other applications, including those in the biomedical, display, and solid state lighting industries. Quantum dots also have applications in solar cells, where their characteristics enable conversion of light energy into electricity with the potential for significantly higher efficiencies and lower costs than existing technologies, thereby creating the opportunity for a step change in the solar energy industry through the use of quantum dots in printed photovoltaic cells.
Quantum Materials Corp. (QTMM) has the exclusive license to a patented chemical process that permits it to produce high performance, heavy metal-free QDs and TQDs using a lower cost and environmentally friendly solvent for greater manufacturing flexibility. Quantum has also developed a proprietary method that it believes will allow it to mass produce large quantities of QDs and TQDs in a continuous flow process at lower costs than other competing processes. This technology is protected by patents Quantum acquired from Bayer AG. It also has the exclusive license to a patented screen printing technique for manufacture of quantum dot enhanced electronic displays and other electronic components. Management believes that these proprietary technologies position Quantum to become a leader in the overall quantum dot industry and a preferred supplier of quantum dots and other nanoparticles to an expanding range of applications.
- See more at: http://www.vistapglobal.com/information-technology-companies/quantum-materials-corp/#sthash.Qf0hdJOu.dpuf
Those discounts are huge! I don't see how LG is going to compete with OLED at those numbers. I recently visited my local Best Buy here in Canada,the Samsung SUHD line of TVs had a much larger floor presence than OLED and were selling non stop. Hoping this will create a supply problem for Hansol and Samsung comes calling.
New display techs 'worth $21BN by 2020'
25 Nov 2015
OLEDs to dominate in smart phones but quantum-dot LCDs to grow fastest thanks to TV adoption, say Lux Research analysts.
Growing fast: new displays technology
Growing fast: new displays technology
The market for new types of displays based on organic LEDs (OLEDs), quantum-dot (QD) enhancement and reflective technology will treble from today’s figure to reach more than $21 billion by the end of the decade.
That’s according to a new market projection published by the US-based think-tank Lux Research. The Lux team has evaluated the prospects for the different types of technologies vying to replace conventional LCD screens and create new applications in wearable and flexible devices.
The good news for proponents of OLEDs is that this market will jump from just over $6 billion today to around $15 billion by 2020. However, the bad news for OLED fans is that the potentially very lucrative market of TVs will not be taken over by this technology – Lux reckons that of that $15 billion total only $480 million will relate to OLED TV screens.
“Smart phones are the leading market [for OLED] due to superior visual performance and form factors,” Lux says. “However, wider adoption is limited by issues like differential ageing and high cost in large formats, which limits the large addressable market of TVs.”
Instead, they predict that QDs are going to make a major impact in TVs, with the market for QD-enhanced LCDs set to grow at a remarkable compound average rate of 60 per cent per year through 2020.
That translates to an expansion from only $510 million right now to an annual market worth $5.3 billion by the end of the decade.
QD-enhanced LCD TV
QD-enhanced LCD TV
Going cadmium-free
One bone of contention that could impact the uptake of QD-enhanced LCDs is that the current technology is based on cadmium. As a highly toxic heavy metal, the use of cadmium is restricted, and there have been suggestions that the European Commission may implement further legislation in this area – although exemptions have been put in place for certain products such as First Solar’s cadmium telluride solar panels.
Lux's lead analyst on the report Tony Sun told optics.org that cadmium regulation would be a major factor in the development of the QD market. “We expect cadmium-free QDs to be a significant player in QD displays,” said Sun.
“On the technology side, cadmium-free QDs are narrowing the performance gap with cadmium-based. In general, indium-based QDs like indium phosphide (InP) generate light with wider linewidth than cadmium-based like cadmium selenide (CdSe), leading to colors that are not so pure,” he explained.
However, Sun says that developers like UK-based Nanoco Technologies now claim to have achieved similar optical performance at a similar cost to cadmium-based, by adding other compositions to InP.
And while cadmium-based QDs are starting to proliferate in TVs, he thinks that displays manufacturers are likely to play safe in face of the potential regulation by either switching to cadmium-free technologies, or at least having both options available.
“In recent years, we saw cadmium-based QD developers start to develop or even have their own cadmium-free portfolio,” Sun said. “Nanosys started to develop cadmium-free QDs back in 2013, Quantum Materials Corporation acquired a cadmium-free portfolio from Bayer in 2014, and Qlight, which was recently acquired by Merck, also announced plans to develop cadmium-free nanorods last year.”
The analyst believes that the cadmium-free technologies will start to make a significant impact on the market when they become mature - although exactly how quickly that might happen is difficult to predict.
Sun said: “It will largely depend on the legislation process and the implementation timeline, which remains unclear now and varies by country.”
Samsung AMOLED
Samsung AMOLED
OLEDs in iPhones?
The uptake of OLEDs could be influenced dramatically by Apple. So far, the company has not used the technology in its iPhones, but speculation is again mounting that a future version incorporating an OLED display is becoming more likely.
The stock price of key OLED materials developer Universal Display recently spiked on that speculation, although the US company – which has a major supply deal with leading OLED display maker Samsung – has said that there would not be enough capacity in the market to provide for the vast number of iPhones made until 2017.
Personal finance web site The Motley Fool recently reported that the US Patent and Trademark Office has just published a new patent application from Apple relating to an integrated OLED-silicon display, while Apple’s CTO and chief designer Jony Ives had previously talked about the company using a more vivid, power-efficient and thinner display technology – which sounds very much like OLED.
Meanwhile Osram has indicated that it is going to be investing heavily in the development of OLED technology, as part of its plan to revitalize the company after spinning off its lamps division into a separate entity.
Reflective shake-up
One technology that Lux does not expect to see grow rapidly is that of reflective displays. While OLEDs look set to dominate in smaller form factors and QDs make a major impact in large TV screens, the reflective displays segment is expected to flat-line at around $590 million in 2020, only slightly above today’s $560 million.
That will be partly the result of an anticipated 40 per cent slump in the market for electronic reader devices like Amazon’s Kindle, which have not become the ubiquitous technologies many had predicted.
That decline will be a major hole to fill, but Lux sees emerging applications in signage, electronic shelf labels, and wearable devices that will make up for it. “Electrophoretic displays (EPDs) dominate the current reflective display market, but alternative reflective technologies – namely cholesteric LCDs (Ch-LCDs) and memory LCDs – will find opportunities from signage and wearables, respectively,” the company’s analysts predict.
But as far as microelectromechanical systems (MEMS) and electrowetting (EW) displays are concerned, there’s little to report in terms of a market. Lux says that a lot of technical improvements are still required before these technologies are ready to hit the commercial scene.
‘Developers need to think differently’
“What is clear is that there won’t be a single display dominating all applications,” Lux sums up. “While OLEDs, QD LCDs, and reflective displays can compete with LCDs and garner significant market share, the overall display industry will fragment in the coming years, with different technologies gaining favor in different segments.”
And with all those different displays technologies requiring very different architectures, developers of the chemicals and materials used will need to diversify their product portfolios if they want to address each separate sector.
“Display developers also need to broaden their scope as today’s displays incorporate more functions, including sensors and haptics, to become the central piece for communication between human and electronics devices,” says Lux.
“The way people perceive or process images is on the technology roadmap, with augmented reality headsets in the near-term solution, and futuristic eye-hacking by neuroscience technologies emerging from the cutting edge, forcing developers to think about displays differently.”
100 mg - $200
500 mg - $900
1.0g - $1500
Not in the same league as QMC if they are selling at those rates. Any other irrelevant companies you want to promote here?
Yeah baby... eat it glass half empty gang
Can't see LG winning this battle as they are loosing their shirt financially as they try to compete with Samsung SUHD QDOT TVS. Samsung is making money at their price point while LG is well under water.
More pointless drama.. Steve has positioned the company for a fraction of what the competition has spent. You apparently own 1% of QMC why don't you pick up the phone and ask Steve a question directly? I'm sure he would have time for a big shareholder like you.
Interesting that there is no mention of Nanoco or plant status in Korea. You would think that would be worth mentioning. You previoysly mentioned owning 1% of a "company" would that be QMC or Nanoco?
Peruvemba brings with him 25 years of experience in the electronics industries, marketing LCD, TFEL, OLED, LED, and ePaper displays into the mobile, industrial, medical, signage and TV markets. He has held senior level positions at Sharp Corp., Planar Systems and TFS Inc. Most recently he was CMO for E Ink Holdings where he oversaw global marketing efforts as that company grew nearly 100 times to more than $1 billion in sales.
To keep this balanced I'll look into this guy some more. Maybe find a parking ticket or something.
Who is "we" you and your team of "experts"?
Lots of things are theoretically possible, I read an interesting article on how to build a time machine. Fact:LG Display Co., a supplier to Apple Inc., plans to invest about 10 trillion won ($8.5 billion) over the next three years to develop next-generation screens to reverse slowing growth and gain an edge over competitors. 8 Billion is a lot of overhead and added costs to incur if you are trying to be competitive with other manufacturers. This is planned over the next 3 years so let's just see what happens or if they even build these facilities. Nanoco has been talking about their 200 million dollar facility for how long? QMC has already made that "planned" facility obsolete with one reactor at less than %10 of the cost.
Couldn't have said it any better. Thanks J45!
Great video. I don't think this was the time or place to reveal when exactly product will be available to consumers. So I agree with your comment SX we will have the truth by way of a PR before hearing it during a conference video. Looking good folks, I'm hoping for a big announcement before the year is out.
UPDATE! - 8K amended - Rice Agreement
http://ih.advfn.com/p.php?pid=nmona&article=68732282
Some really interesting details to digest.
http://www.prnewswire.co.uk/news-releases/global-quantum-dots-market-2015-2019-with---nanoco-group-nanosys-ocean-nanotech-qd-laser-qd-vision--quantum-materials-dominating-526378291.html
Research and Markets (http://www.researchandmarkets.com/research/t9zrs8/global_quantum) has announced the addition of the "Global Quantum Dots Market 2015-2019" report to their offering.
The revenue of the global quantum dots market to grow at a CAGR of 113.9% in terms of revenue during the period 2014-2019.
This report focuses on the present scenario and the future prospects of the global quantum dots market for the period 2015-2019. In this report, revenue from the total shipment (consumption value) of quantum dots in all forms (such as quantum dot films and quantum dot lasers) is considered to present the market size for the base year 2014.
4K UHD TVs are gaining popularity among consumers. For instance, Samsung shifted from producing 4K OLED TVs to producing quantum dot-based LED-LCD 4K TVs, owing to the high development cost of 4K OLEDs. The integration of quantum dots in display devices is expected to create revenue for the market. Following Samsung, other TV manufacturers are likely to develop TVs integrated with quantum dots because of the profitability they offer. Also, the increased production of quantum dot-based TVs will lead to more partnerships between TV manufacturers and quantum dot vendors, thus establishing a stable supply chain.
According to the report, quantum dots are used in LCD devices such as TVs, smartphones, and tablets. These devices use LED backlights for display, where a film of quantum dots is inserted between the backlight and the display to enhance the color gamut. The size tenability and narrow color-band frequency emission of quantum dots enable them to manage the brightness of the display while ensuring 80% less power consumption than LCD and OLED displays. Samsung and Sony are developing quantum dot-based 4K and 8K LED LCD TVs, given the cost benefits in comparison to emerging OLED technology. Quantum dots are also used in other optoelectronic devices such as lasers and telecom components to increase their efficiency. While the footprint of quantum dots in optoelectronics is currently low, it is expected to pick up with an increase in product developments.
Further, the report states that quantum dots are highly priced, restricting their penetration in growing sectors such as LED lighting, LCD TVs, and solar modules.
The applications considered for calculation of market size include:
- Healthcare
- Life sciences
- Medical equipment
- LED lighting
- Optoelectronics
- LED LCD displays
- Optoelectronic components used in telecom sector
- Solar modules
- Others
- Research and study (educational institutions)
- Flash memory
- Identification tagging
- Lasers
- Quantum computing
- Security and surveillance
- Sensors for biohazard detection
Key vendors
- Nanoco Group
- Nanosys
- Ocean NanoTech
- QD Laser
- QD Vision
- Quantum Materials
Other prominent vendors
- Nano Axis
- Nn-Labs
- Samsung
- Sigma-Aldrich
- Siva Power (Solexant)
- Voxtel
For more information visit http://www.researchandmarkets.com/research/t9zrs8/global_quantum
Media Contact: Laura Wood , +353-1-481-1716, press@researchandmarkets.net
SOURCE Research and Markets
From Clay's report ", David led us into Star Park's main corridor for the first leg of our tour: the new wet lab space and Quantum's recently received and commissioned two metric ton-per-year capacity quantum dot machine." ... fact enough for ya? oh wait.. its probably biased..maybe someone from Nanoco can come over to confirm?
Is there something you would like to point out in his article that isnt true?I'm looking at the bright side ..he liked what he saw in QMC and wanted to be a part of helping the company grow.. good sign in my opinion.
Solterra website updated. Another positive step. Lots of good information to review. Perhaps a solar deal is close at hand. Demdots looking better all the time ;)
http://www.solterrasolarcells.com/
Maybe I'm crazy but when you invest in a stock it's usually because you are optimistic of the direction the company is headed and it's ability to be successful...and no I am not talking about blind faith the positive posters here are well informed and see this investment as a low risk vs high reward..
http://www.displaydaily.com/index.php?option=com_content&view=article&id=29669:3m-to-propose-changes-to-new-bt2020-color-standard-at-smpte-fall-event&catid=152:display-daily&Itemid=564
Ask yourself this basic question...If QMC is positioned to supplant a competitor perhaps the "Leading Display Manufacturer" requested to not be named at this time as it would affect relationships with current suppliers.
I seriously question posters (and their intentions) that claim to be investors and actually suggest Steve would outright lie in PRs when he states the level of company QMC is negotiating with and/or the quality of QMC's QDX product.
Yes Steve has set goals in the past that took longer to materialize but calling the last few years of progress just a bunch of PRs with no substance ... absolutely ridiculous..
Won't be long IMO and all the doubters will be silenced once and for all.. looking forward to it!!
CS always picks a winner! ... keep the faith! 4 more years and we'll get there!!
Doesn't appear as though our competitor has had success with cadmium free materials. IMO this is where QMC tech is a game changer. Flow reactor vs beaker batch, the precision required to produce volume production with uniformity and high yield consistently are key to manufacturers.
Nanosys statement..
To date, cadmium-free quantum dots aren’t universally used, Hartlove explained, because they are harder to produce precisely and therefore don’t perform as well. The color of a quantum dot is determined by the size of the crystal and the band gap of the material; the lower the band gap, the smaller the crystal needs to be to produce a particular color. And when you make crystals smaller, the manufacturing process has to be that much more precise. Says Hartlove, “The impact of 5 atoms more or less on a crystal of 400 atoms is much different than on a crystal of 200 atoms.” The cadmium-free crystals of indium and phosphorus Nanosys is working with now are between 8 and 40 atoms across compared with between 10 and 50 atoms across for its cadmium-selenium crystals. The spectral width of the light they produce is just under 40 nm wide, not as narrow as the sub-30 nm range of the best cadmium selenide quantum dots, Hartlove says, which means that they are less efficient when used in a display system.
http://spectrum.ieee.org/view-from-the-valley/semiconductors/materials/behind-the-scenes-at-the-nanosys-quantum-dot-factory-in-milpitas-california
"Same old same old"? I think this is what Lineman is referring to, QMC is NOT the same company it was 3 years ago do some DD. Also you stated that Nanosys Cadmium free dots are better than shown in the Bayer patents...care to share the information to backup your claim?
Have you thought of trying to call Clay instead of throwing out thoughtless comments.. he has been more than receptive to many people I know who have made an effort.
http://www.bestbuy.ca/en-CA/product/lg-electronics-lg-55-1080p-3d-oled-smart-tv-55ea8800-black-55ea8800/10292479.aspx?path=edd68c0afe9f8b582a8951f43478c338en02
http://www.bestbuy.ca/en-CA/product/samsung-samsung-55-4k-ultra-hd-3d-led-tizen-smart-os-tv-un55js9000fxzc-un55js9000fxzc/10363468.aspx?path=f9dc0f623272d2f2c280896587526134en02
OLED 55 inch vs Samsung SUHD 55 inch... almost $3000 difference here in Canada.. who the heck would spend double? LG will only sell to a select small percentage of the market IMO. Reviews comparing the two brands have noted marginal if any noticeable advantage to paying more for OLED. DDHawk - Perhaps that reviewer has shares in UDC.. not going good over there at the moment.
Couldn't disagree more.. I believe our JV partner is looking at 4th quarter 2015 to have QD displays available to the public. This is a MAJOR display manufacturer.. if it isn't LG or Samsung who has a first run of SUHD out on shelves to gauge consumer response (which has been a massive success) then whoever else it may be is now in panic mode to produce an equally competitive product. It’s a truism that today’s successful companies must adapt to and embrace rapid change.
I don't see any worry there. Dr. Bob has been living on accomplishments from 20 years ago? He made off like a thief with shares from QMC. The Genesis Nanotechnology website doesn't reveal any real plan or acquisition of valuable IP. I checked Bob's linkedin and there is no mention of Genesis Nanotechnology only a link to http://eou.com/ which looks like it was made circa 1980. Bunch of frauds in my opinion.
Huge! difference between red quantum dot specifications for agricultural and those meant for display purposes... plants don't tend to notice the difference in quality of color...my primary research tells me Nanoco is still working on red qdots for displays..
http://www.nanocotechnologies.com/what-we-do/products/cfqd-quantum-dot-films
Reassuring to know QMC product was measured against the competition and we came out on top. This validation is a huge step forward. My feeling is this initial deal will result in a flood of deals. Share price will follow suit accordingly... sitting back with a smile!
How can you not be excited!? A "joint development agreement (JDA) with one of the world's leading manufacturers of display panels." This is the verification that we have been waiting for... one of the world's leading display manufacturers have just endorsed QMCs product and mass production technology... is there any other way to analyse this PR other than to say our product will be used in upcoming products??? This is a huge day for QMC IMO..jumping for joy here!!!congrats to Steve and company!!
Guess Nanoco is pretty lame too then? What portion of sales do they have of this billion?
Bang on J45! Enjoying your responses to the glass half empty gang.
Doesn't it feel better to admit I'm right!