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http://walbrockresearch.com/investing-in-nanoco-group/
Nanoco is barely hanging in there. A lot of posters bag on QMC/Steve for not closing deals but clearly we aren't alone in the struggle to combine all aspects of Qdot production to close deals. Price / Quality / Quantity (Metric tons) Some here stated Nanoco couldn't fail with DOW at their side and it doesn't look like that partnership has produced any results. The latest PR's show the quality of QMC dots are reaching high levels of stability and performance, made in the reactors they have a winning combination. Although there have been mistakes along the way I believe Steve running a relatively tight ship has allowed them to bring the finish line within reach. Looking forward to the 10K showing sample sales confirming we are continuing to move forward.
GLTA
Apple Qdot patent
9,810,942 Quantum dot-enhanced display having dichroic filter
http://patft.uspto.gov/netacgi/nph-Parser?Sect1=PTO1&Sect2=HITOFF&d=PALL&p=1&u=%2Fnetahtml%2FPTO%2Fsrchnum.htm&r=1&f=G&l=50&s1=9,810,942.PN.&OS=PN/9,810,942&RS=PN/9,810,942
They aren't factual do some research before encouraging posters with false infomation to continue.
Yes info is good but it being up to date is pretty critical particularly when manufacturers are investigating how to scale up the process. Nanoco may have been able to produce champion samples in the lab in small quantities for prototype displays but try that same process with a metric ton of material.. it makes me wonder why you always throw down the "blah, blah, blah" comment? when it comes down to why QMCs process (flow vs batch) is key and will be IMO the reason for success. Film technology has been developed. The wrench in the gear is qdots produced in large amounts, consistently at a high level for relatively cheap. As shown by the leader Samsung the price point of this tech is not currently cheap enough to meet the mass market.
Well said, also have to like this statement from a recent PR qdots won't be the only materials produced by flow process. Lots of avenues for revenues.
Although Quantum Materials Corp is widely known as a leading cadmium free quantum dot manufacturer, it is the QMC patented, scalable flow process technology that sets the Company apart from competitors in the quantum dot space. From the beginning, QMC developed process technology to be precisely controllable as well as flexible. What has been achieved is a fully automated system that is capable of producing highly uniform quantum dots with superior optical performance, that is also equally capable of producing a wide range of other very desirable nanomaterials such as plasmonic particles, shaped quantum materials, magnetic nanoparticles and even bio-compatible nanoparticles suitable for functionalization with DNA.
One more for you and BigE! Nanoco who? Remember google is your friend ;)
https://www.premiermounts.com/nanosys-analyzes-led-nodes/
Sigh, I knew it wouldn't last
Uh-Huh? This news is from March 6th, 2017, way past the post you refer to at Jan 2017 CES.
https://hdguru.com/nanosys-new-quantum-dot-4k-ultra-hdtv-flavors-on-the-way/
At CES, Nanosys announced its involvement in 25 products across a host of brands including: TCL (X1, X2, X3 series), Hisense (H10D, MU9700), Sharp (P9500), LeEco (u85, 65 & 55), Samsung (Q series), Acer (Predator HDR monitor), ASUS (ROG HDR monitor), and others.
Ok I missed the fact that they named a couple manufacturers who they likely paid to put film into a set. Also, no announcements since then? Close to 10 months without sales announcement is pretty telling!
Yeah I can tell by their share price and current raise at $.18 pence its real historical..look it up google is your friend.
Yep just like Wah Hung pronounced themselves one of the worlds largest film makers..lol And so where are the names of these "major global television manufactuers"? I'll hand it to Nanosys at least they state who they are working with. Nanoco and Edelman have a long history of false statements. From DOW factory to Runcorn running 24/7 to sales. You of all people should know how happy investors are over there.
Thats actually a false statement. Multiple manufacturers haven't put Wah Hung/Nanoco film into displays. Nanoco did have a hotel room at CES with a few displays showing film in unnamed displays. There weren't any reports of display manufacturers working with Nanoco! Also no reports on how their film preformed over time, stability is a huge problem which is why the 1000 hour milestone was such an important PR.
http://m.marketwired.com/press-release/1000-hour-quantum-dot-led-milestone-surpassed-by-quantum-materials-corp-otcqb-qtmm-2230437.htm
Agreed, there has been a long standing agreement between Nanoco and Dow with no evidence of revenue. It leads one to concluded they encountered difficulties during the scale up process or perhaps as Jamis suggested QMC may be brought in as a dual supplier. It would be big for QMC to announce an agreement with DOW after 2 plus years of working with Nanoco they must have a handle on the issues preventing sales. It would verify everything QMC has been developing.
What would Dow want with QMC?
Could be multiple things or just one to justify the move to QMC flow technology.
1) Cost, QMC can have a reactor up and running for a fraction of the cost and overhead of a large scale batch facility.
2) Quality of qdots being produced to meet customer specifications
3) Consistency of product being produced.
4) Ability to rapidly scale to meet market demand
Just a few solid reasons!
Lots of sites carrying news on that issue. On phones only 7 days old.
https://www.theverge.com/2017/10/22/16518298/google-investigating-pixel-2-xl-screen-burn-in
some people get it.. some people don't.. ill put you down as a definite don't get it. Sell your Nanoco shares now while they are still worth a few pence. ;)
Well DOW would definitely be a front runner. After all this time with Nanoco and not producing any results my thoughts are they have looked at QMC flow process and found the solution. It would be quite a statement if true.
Dow drops Nanoco completely after 2+ years of trying to scale up using batch method?. Makes alot of sense to me.
Lol.. what the competition is doing doesn't matter? I don't see Nanoco making any advances with sales, it speaks volumes to me.
I see, so losing money is your investing strategy.. everything about you makes sense now. Better buy more.. the march to 18 pence has begun.
Hows Nanoco working out for you? Revenues any day now?
I'm with you Jamis.It's going to be a good Christmas.
Lol.. hilarous. You do realize Steve is one of the biggest shareholders right? I'm pretty sure he cares about the company succeeding.
So much for Nanoco being a leader.. all this time and Dow/Nanoco can't make it happen. Good opportunity for QMC knowing Nanoco doesn't have any near term revenues.
Well said Art. Appreciate your posts.
Apple's Fourth Invention Covering Next-Gen Quantum Dot Displays surfaced today at the U.S. Patent Office - Patently Apple
http://www.patentlyapple.com/patently-apple/2017/09/apples-fourth-invention-covering-next-gen-quantum-dot-displays-surfaced-today-at-the-us-patent-office.html
Just looking at your track record.. nothing to laugh at if I was you.. Hihihoho
My biggest worry is that you are actually invested here.. looking at the stocks you invest in this will be a bust for sure.
Guess that applies to all the stocks you are into? Graphite one is doing just great.. almost at its 52 week low! could you please share your secret?
It's the range of materials that is so impressive. Lots of avenues to revenues and all can be made in bulk if required by the flow process.
Woof, I know you have been asking for this for a long time. It signals to me that all these nanoparticles and quantum dots have been made at some point and produced by the flow reactors. Very telling sign IMO that they are ready to conduct business on many fronts.
Nice progress! Great to see a steady flow of PR's. QMC is building momentum towards revenue announcements. Next step is a supply deal.
Lol. Man you are going to be crying in your pillow. Half the fun will be seeing you and your cohorts shut up for good. You've been here for what 6 years? with all negative posts.. talk about a waste of energy?? I've asked you many times with no response.. why are you even here posting? you obviously have no interest in QMC becoming a success. The wait hasn't bothered me one bit with an average at $.06 I'm doing just fine.
Can't wait to laugh in your face!
Very telling! QMC is making significant technological advances. Sales announcement is imminent!
Apple Invents Quantum Dot Hybrid Pixels for Future Power Efficient Displays that Could Deliver 'Pure Color'
http://www.patentlyapple.com/patently-apple/2017/08/apple-invents-quantum-dot-hybrid-pixels-for-future-power-efficient-displays-that-could-deliver-pure-color.html
Today the US Patent & Trademark Office published a patent application from Apple that relates to possible next generation display technology based on quantum dot. Apple has two patent applications covering their working on this that surfaced in 2014 and again in 2016. Theoretically, the advantages to this type of display is that it could reportedly deliver brighter 'pure color' and consumes less power, in fact close to 50% less power. The technology is also ideal for consumer devices that demand a flexible display. Something that Apple has been working on for many years. In today's patent application report we cover Apple's latest development on this front which focuses on a new hybrid quantum dot pixel for future OLED displays. The patent notes that such displays could be used for smartphones, tablets, computers and televisions.
Patent Background
State of the art displays for phones, tablets, computers and televisions utilize glass substrates with thin-film transistors (TFT) to control transmission of backlight through pixels based on liquid crystals. More recently emissive displays such as those based on organic light emitting diodes (OLED) have been introduced because they can have a faster response time, and be more power efficient, allowing each pixel to be turned off completely when displaying black or dark colors, and be compatible with plastic substrates. Even more recently, quantum dot light emitting diodes (QD-LEDs) have been introduced as an alternative display technology, potentially being more power efficient that OLEDs.
Apple's Invention
Apple's invention covers display systems and hybrid pixel arrangements. In an embodiment, a display includes a hybrid pixel with an OLED subpixel and a QD-LED subpixel. A common hole transport layer is in the OLED subpixel and the QD-LED subpixel. A quantum dot layer is over the common hole transport layer in the QD-LED subpixel, and an organic emission layer that includes a phosphorescent material is over the common hole transport layer in the OLED subpixel. A common electron transport layer is over the quantum dot layer in the QD-LED subpixel, and over the organic emission layer in the OLED subpixel. A common top electrode layer is over the common electron transport layer in the OLED subpixel and the QD-LED subpixel.
Quantum Dot Hybrid Pixel
2 fig. 14 quantum dot hybrid pixel apple
The patent figure that Apple shows as capturing this patent best is patent FIG. 14 noted above which is a schematic cross-sectional side view illustration of a hybrid pixel including a tandem structure stack; FIG. 6 below is a schematic cross-sectional side view illustration of a hybrid pixel including a patterned quantum dot layer.
3AF X99 QUANTUM DOT HYBRID PIXEL PATENT
This is a highly technical patent filing that is chock-full of technical industry jargon and references that most consumers aren't familiar with. For those still wanting to delve into the details of this invention, see patent application 20170221969. Patently Apple was first to discover this patent application on August 3, 2017. Considering that this is a patent application, the timing of such a product to market is unknown at this time.
Thanks for sharing that info Art. The crazy things is Nanosys primary focus is on displays and they are asking for a billion dollar evaluation. Imagine what the future holds when lighting, solar and all the medical applications come to fruition. Its been a long wait but I believe we are on the tipping point for QMC to announce contracts.
https://www.displaydaily.com/article/152-display-daily/52642-3m-to-retire-qdef
DisplayDaily
usmicroproducts.com
DISPLAY DAILY 7 hours ago
3M to Retire QDEF
3M had a lot to show and talk about in its booth at SID Display Week last month. But 3M's industry-changing quantum-dot enhancement film (QDEF) was noticeably absent both from the booth and from 3M's pre-show press releases. Given the importance of QDEF to 3M and to the LCD panel industry, this was curious to say the least.
I dug into my digital rolodex-equivalent and wound up speaking with Marketing Specialist Mary Auvin in 3M's Display Materials & Systems Division. She said straightforwardly that 3M is retiring from the QDEF business.
QDEFExplodedLarge
Here's the formal statement:
"3M Quantum Dot Enhancement Film in its current form will be produced and supported with our customers through the end of 2018. We made this decision because our portfolio meets the current needs of our customers. We continue to manufacture a variety of display enhancement films that may be suitable as a replacement in certain applications.
"We believe high color gamut is vital to consumer electronic displays, and we expect to see many options to achieve great color. We are investigating options to achieve both high color gamut with high energy efficiency.
"Of course, we’ll continue to work to extend the RoHS exemption in the EU to support customer design cycle needs."
Cadmium a Question
By phone, Auvin suggested that the panel industry's growing reluctance to use cadmium-based quantum dots (QDs) was a factor in the decision.
This raises additional questions. Nanosys, which makes the cadmium-based QDs in 3M's QDEF, now makes high-performance cadmium-free QDs, and 3M could presumably use them for a cadmium-free QDEF. Could it be that 3M thinks that QDEF will soon become a commodity, with the high-value part of the business going to QD replacements for matrix color filters. (Nanosys and others are calling this photo-emissive technology, despite the fact that the quantum dots used in QDEF and dot-on-chip are also photo-emissive.)
I directed these questions to Jeff Yurek, Director of Marketing and Investor Relations for Nanosys. Predictably, he wouldn't comment on what his customer, 3M, is doing, but he did say the following via email.
"I can answer your questions from Nanosys' perspective, though.
"We definitely see both QDEF and photo-emissive quantum dots coexisting in the market for a long time to come. QDEF offers important benefits to LCDs in terms of color volume and HDR performance. The massive installed base of LCD manufacturing capacity is not going anywhere any time soon so there will be a place for QDEF.
"In fact, I think it’s likely that we’ll see all three generations, including electroluminescent quantum dots, in the market at some point in the not too distant future. The three QD implementations offer benefits that display makers will find attractive for different applications and market segments.
"Nanosys continues to sign QDEF coating partners to expand the supply of QDEF to the market in addition to the announced partners that you already know of. This is probably the best signal that I can give you for the continued and increasing demand we see for QDEF."
This is Ken speaking again. It might be confusing to see Yurek label quantum-dot enhancement films not made by 3M as QDEF. After all, isn't QDEF a 3M trade name, as is DBEF? In fact, it is Nanosys, not 3M, that owns the trade name "QDEF," so QDEF will live on, so long as it's made by a Nanosys licensee.
Ken Werner is Principal of Nutmeg Consultants, specializing in the display industry, manufacturing, technology, and applications, including mobile devices and television. He consults for attorneys, investment analysts, and companies re-positioning themselves within the display industry or using displays in their products. He is the 2017 recipient of the Society for Information Display's Lewis and Beatrice Winner Award. You can reach him at kwerner@nutmegconsultants.com.