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excerpt from prior article:
"Quantum point backlight technology is a quantum dot material instead of the traditional LED backlight phosphor luminescent layer, made with a quantum film LED backlight, the display color than traditional LED-backlit TV can enhance more than 30%.
Compared with the quantum dot backlight technology, the active electric quantum dot light emission display (AMQLED) does not need the backlight, the injection current can make the quantum dot light, the display device structure is similar to the active organic light emitting diode (AMOLED), both AMQLED is widely considered to have a long life, wide color gamut, and low cost advantages, and is widely considered to be a hybrid Is behind the AMOLED more subversive display technology, especially in large-scale active light-emitting display, there will be more competitive ."
Something might be lost in translation here, but this makes me wonder if the days are numbered for qd film over LED backlight market. Is this "subversive" quantum dot technology coming sooner than expected?
BOE developed 5-inch AMQLED display products: parameters better than AMOLED
2017-3-21 7:46:15 Source: the IT house Author: Zhongping Editor: Zhongping comment: 310
(BOQLED), which is BOE presided over the commitment of the Ministry of Science and Technology of the national key research and development plan "Quantum point glow display key material and the key to the development of the United States and the United States, Device research "project results. Different from the LCD backlight using quantum dots to expand the color gamut of the way, the product directly using inkjet printing process to prepare electric quantum dot light emitting device (QLED) to achieve full color display, color gamut more than 100%.
Quantum dots are tiny semiconductor crystals with only a few atoms. Quantum dots that absorb energy can be excited and emit light of different colors by controlling the size of quantum dots. Based on this feature, the current quantum dot technology is mainly used in quantum dot backlight technology and active quantum dot light emitting diode (AMQLED).
[BOE developed 5-inch AMQLED display products: parameters better than AMOLED]
LCD products can not light their own, need to LED as a backlight to achieve the display, the earlier appeared on the market point of the TV, is the use of quantum dot backlight technology LCD TV. Quantum point backlight technology is a quantum dot material instead of the traditional LED backlight phosphor luminescent layer, made with a quantum film LED backlight, the display color than traditional LED-backlit TV can enhance more than 30%.
Compared with the quantum dot backlight technology, the active electric quantum dot light emission display (AMQLED) does not need the backlight, the injection current can make the quantum dot light, the display device structure is similar to the active organic light emitting diode (AMOLED), both AMQLED is widely considered to have a long life, wide color gamut, and low cost advantages, and is widely considered to be a hybrid Is behind the AMOLED more subversive display technology, especially in large-scale active light-emitting display, there will be more competitive .
At present, the development of quantum dot technology is still in its infancy. Analysis of the industry, the quantum point will not only display technology to bring subversive upgrade, but also in the biological sciences, solar cells and other fields with a wide range of applications.
link/google translation
China BOE develops 5 type "AMQLED" display adopting spontaneous light quantum dots
~ In comparison with AMOLED in inorganic materials Long life / wide color gamut / low price
Liu
March 21, 2017 12: 34
???
(english translation of Japanese translation of chinese original.)
"China BOE (Kei Oriental) announced on May 20 (local time) announced that it has developed the "Type 5" Activated Electronic Quantum Lighting "display (AMQLED).
Display using so-called quantum dots as a material. Quantum dots are miniature semiconductors composed of a few atoms, absorb energy to emit light, and change the color of light emission by controlling the size of quantum dots.
The majority of quantum dot displays currently on the market are based on the structure of liquid crystal, which is a color gamut increased by 30% or more by pasting a quantum dot film on the backlight.
On the other hand, the AMQLED developed this time has the same mechanism as AMOLED, and the quantum dot will self-emit if current flows. By replacing organic materials with inorganic quantum dots, it is said to realize long life, wide color gamut, low cost."
google translation:
link
Am I missing something or is this a real next-gen electro -luminescent QD (vs photo-luminescent) game changer?
"Chinese display manufacturer, BOE Technology Group Co. Ltd has announced that it has successfully developed a new 5-inch AMQLED display. AMQLED is short for Active Quantum-dot Light Emitting Diode.
The new display technology differs from LCD in that while the latter uses liquid crystals to rotate polarized light (for LED-backlit displays, LEDs illuminate the pixels on the screen), AMQLED uses quantum dots to light up the screen thereby resulting in a display with a wider color gamut of up to 100%."
Thanks to whoever posted this article earlier:
https://www.gizmochina.com/2017/03/21/boe-dev...ed-panels/
and
Who is making the dots for BOE's AMQLED?
Jamis,
If BOE made even the slightest reference to the new QMA production and research facilities underway in China--it would be great news. But I think its quite likely that we remain in stealth mode a while longer while the ducks continue to line up. It would be nice to see a qmc PR, but I'm not sure what it would be at this point. I don't see any sign of Uniglobe Kisco at this conference. Exciting year unfolding no matter what develops in the next few days.
Best,
Nice find Ipiros.
When Small is the Next Big Thing – Quantum Materials (QTMM)
By Ross Silver -
March 9, 2017
"According to BCC Research, the market for QD’s will reach approximately $8B by 2022, yet amazingly there are very few companies that actually make them. Nanoco, Nanosys, Hansol, and Quantum Materials Corp (“QMC”), are the predominant players in the space.
Of the four, we find QMC to be the most compelling."
I keep coming back to the persuasiveness of the above excerpt--particularly since Samsung has demonstrated how real this market is and moving it forward as we speak..
Jamis, good example!
The ability to connect the dots and see things before they become obvious to all; the ability to think and move strategically; the ability to adapt and respond decisively to changing circumstances;
--impossible to teach (package into a college degree) these and so many other key qualities!
This just arrived in my email:
Top 10 Advanced Materials & Technologies Market - Global Forecast to 2021
The top 10 advanced materials & technologies in electronics refers to the new or modifications to the existing materials & technologies to obtain superior performance or efficiency.
The market includes high growth materials & technologies in the electronics domains such as G. fast chipset, quantum dots, graphene, 3D IC & 2.5D IC packaging, organic electronics, flexible battery, carbon nanotubes, biochip, silicon carbide in semiconductor, and smart glass. The market is witnessing high growth owing to the increasing end-use applications, technological advances, and the high demand for these technologies from both developed and emerging regions.
For more information please click on:
www.researchandmarkets.com/publication/m2a7ia3/4085122
glta
Boston, Thanks for sharing your longer term insights in recent posts, and in exchange with Hondo.
glta
Thanks QD, this is a very concise, powerful message that will imo continue to echo in various languages, online-formats, publications and newsletters. Combine this with the widely available "visual" impact from seeing first-hand QD vs older display tech and it becomes increasing clear how strategically "poised" QMC is.
deleted
SA. Interesting point. Hope so. Aligns with puravida's theory about flow into stronger and stronger hands. Fun to watch.
Tedj I appreciate your line of thinking here. Apologies for jumping in on the 10% buy in news as breaking news in earlier post--if in fact it is 2015 news.
Glta
Jamis, Yes.
Solar, I think you are touching on the right combination of points here. Why is this different than just choosing to believe (or not) in the narrative QMC and Steven Squires have developed? Because:
1) Samsung has swung the door to this quantum dot market open -- bigtime. They have turned research into production into consumer dollars. It is happening now. Samsung has a two year lead on everyone. Visit any big box TV store and see the QD difference Samsung developed. The future is NOT dingey, drab, displays. Samsung has changed things and the display industry is lining up to follow and build on their lead. Reality--not theory. There are very few QD producers. There is only one with technology specifically designed to scale-up to meet projected market demands. Other companies WILL step into the market that Samsung is currently powering forward. Who is poised to deliver high volume QD's?
2) China is seizing the display industry. It is dedicating significant Government funding toward long term technological development. It is where the display industry future is growing. Samsung knows this. Nitto Denko knows this. China is playing to win. QMA is there.
3) Mr Xiao Liu seeks new technology development in China and builds networks that link government funds in China with specific future oriented technologies. Quantum dot is one of those technologies. Through his gtg investment group he has become a co-owner of QMA. He is our partner and has brought significant government funding for the "doubled-down" research and production build-out that is now underway in China. Now it appears through his "Societe Generale" investment fund he has "lit the candle on the other end" meaning he has become a direct investor in QMC aiming at 10% ownership.
The question has frequently been asked on this board "will money from QMA flow back into QMC? Isn't this 10% buy-in a crystal clear tell? Mr Xiao Liu is in the strongest position to understand how the new Quantum Dot industry will unfold in China--the business networks that will drive it. He worked with Steve to help create QMA. He now is helping to activate their (our) creation. He is coordinating the build out in two sites in China for our co-owned QMA enterprise. He also appears to be steering his international investment fund toward direct investment in QMC Texas while the broader investment community dithers, worries about otc, and struggles with other qmc uncertainty. Will he also bring BOE to the table? Why is he investing in QMC if he doesn't anticipate significant growth happening here?
I have no inside connections to QMC. I've been invested here for a few years. I've appreciated the way Steve has laid down a strategic course that I've been able to partially understand, there have been bumps, and the need to change and adapt, but this small company is thinking about the big leagues. I now find myself thinking beyond QMC to the network Mr Xiao Liu appears to be building. Will the new QMA facilities in China sit idle hoping for customers to wander in? or will BOE eat up all available production? Will a contract land in Texas sooner rather than later? Lots of unknowns. Lots of things that are hard to verify 100%. But an increasing clear trail of breadcrumbs and accumulation of facts and likely scenarios.
Make your own careful investment decisions. I'm rooting for the small investor. I'll be continuing to struggle to verify all of the above, bit by bit--along with others on this board. I'm optimistic regardless of what the stock price does tomorrow. Know what you own. Be curious and critical. Risk what you can afford to lose.
Berthabluefish, thanks for pointing out the AKI connection.
A question: did the 300 person study finding 38% post-cardiac surgery link look at complicated, higher risk, cardiac procedures that CTSO has been focused on, or was this 38% AKI linked to a broader range of cardiac surgeries? Also, would you agree that 38% occurrence is high enough to justify developing "standard-of-care" usage of cytosorb for all such surgeries? Seems like a no-brain cost savings...
I appreciate your insights and postings here.
glta
just guessing here, but the new input from the government fund appears to take an ownership interest in QMCA while deferring a share of the profit. This is probably defined by the fund's public mandate to stimulate new technology development. Long term, I have a hard time thinking the profit sharing wouldn't align directly with ownership interest. For the near term, 25% stake with 50% profit looks great. But even a 25% slice of profit from a very big pie looks to be a very good deal.
Best,
Thanks Solar, Just wanted to emphasize this last line of your post about GTG..
"Most recently, Mr. Liu signed a collaboration agreement to manage a newly-created government-driven fund of US $431 million for investing into international businesses in December 2016."
Congratulations appear in order to our joint venture partner and his new access to capital and his responsibilities to aggressively expand new technology like quantum dots...
Congrats to all,
Steve and the Quantum Materials Team have really achieved something here: technologically, strategically and diplomatically. Great news.
Fun to be a part of it.
QD,
according to recent PRs, the hoops involved in accessing money in China appear to have been greatly reduced or eliminated as our JV partner Mr Liu Xiao, in December was apparently made MANAGER of the 431 million dollar government fund.
This sheds light on this statement in the Jan 16 QTMA JV announcement: “This joint venture represents a new role for GTG in that we are not only supporting this project financially to facilitate major market expansion for Quantum Materials, but we will also be deeply involved in driving market penetration among our industry clients seeking to bring their technology and products to the next level.”
I read this as the new role of GTG moves beyond investing its own money but mentions deeply driving market penetration because our JV partner Mr Xiao now manages the government funds.. wow.
In-line with industry trends away from ma and pa vet offices to pet centers and animal hospitals with much higher capitalization. Seems likely Fresenius or others are looking at this market too as dialysis equipment makers. I assume there is a carefully laid out long-term plan here, and this product swings the doors open.. I don't expect much revenue in the near term but will look for additional news/partnerships with Veterinary hospital chains, etc that will reinforce how this market unfolds... GLTA
Wooferwax, interesting that Chinnock identifies it as Uni-Kisco film. I wonder if they have a way to produce it or are working with someone else--possibly Nitto R+D to produce the actual film--who knows. Uniglobe appears very deeply into building and brokering relationships. I like this a lot. They could be full of surprises. Also with large scale R2R production on the near horizon I wonder how these small test film samples are produced? Does a big production facility do a small test run of film--or can a small sample made in the lab that is a meaningful example of growing industrial scale? In any case the tight linkage of QD research, film production and display manufacturer is complex. Samsung has it all in house and has a huge lead as a result. But as others have said "this industry is in its infancy"
Glta
Lots of recent display info in this white paper with specific sections on QD's and QD film. Apologies if its been posted already. Mods, I think it belongs in with other intro material. GLTA
excerpt:
"Film-based QD solutions have been commercialized by 3M, Hitachi Chemical, Samsung, Wah Hong Industrial Corp and Uniglobe Kisco using QD materials from Nanosys, Nanoco and Quantum Materials. TVs and monitors using these films are now in the market from companies
like Samsung, Vizio, Hisense, TCL and others."
White Paper-Chinnock
Quantum Dots will Power Display
Products to the Next Level
November 2016
By
Chris Chinnock
Insight Media
3 Morgan Ave.
Norwalk, CT 06851 USA
Why does Conformal Parylene coating matter? Here is a place to begin understanding more, and making a connection to expanding of qd application. Would be very happy to hear from anyone with deeper technical, or industry knowledge as it speaks to a deeper and larger potential linkage between Uniglobe and QMC.
"Parylene is considered by many to be the ultimate conformal coating for the protection of devices, components and surfaces in the electronics, instrumentation, aerospace, medical and engineering industries."
parylene engineering link
Tedj, Great post! thanks also to QD for digging further into Uniglobe!
Does anyone remember the share price when MKM began unwinding their holding?
A pop to .09. ANRK how did you do that? ha.
Thanks for the clarification, QD, I missed the date...
TedJ, Thanks for this. My initial research when the relationship with Kisco was first revealed, followed this same curve of some confusing things popping up initially followed by a better understanding of a longstanding, complex, international corporation with an interesting array of specializations, and international divisions. It appears that US division has some autonomy and judging by their updated website, quantum dots is something they are fully on board with developing. I think there is great potential for this partnership--as we are already seeing.
Very curious about the Parylene Coating/quantum dot connection. Kisco just bought out a major Parylene coating competitor. I'd like to know how big that buyout was... Kisco has global reach, and a facility as near as Austin Tx.
"do some research" as TedJ says. I second that.
Another remarkable case of the week. One 24 hr treatment, leading to turnaround and recovery from an APACHE II level of 27--meaning 55% mortality rate. Not to mention sidestepping serious organ damage...
Dah17, I appreciate your very candid post here. Chan has done a stellar job of putting pieces in place. Significant relationships are gaining momentum. I believe growth will accelerate from here.
Best of luck to you,
Big News. Congrats to Chan and team!
jamis, further google translation:
---------------------
"The meeting made three important decisions:
First, with Nobel Technology (Beijing) Co., Ltd. to cooperate in mainland China to invest and build factories, the production of quantum materials.
Second, in mainland China to set up research and development center for quantum materials, to promote quantum dots in the display, lighting, solar power, communications and other fields of applied research.
Third, in order to promote the production of quantum materials and application research, the formation of a "Quantum Materials Industry Investment Fund", the scale of 5 billion yuan."
-----------------------
Id love to see an update on any of this...
Thanks Dah, hoping we can spot some signs of accelorating sales on Tuesday. Lots of interesting parts have been put in motion. Looking forward to a great year from Cytosorb!
Good luck to all.
On a whim I popped into a busy Chicago Best Buy yesterday. No question that Samsung is dominating the television retail space at this point in time. I don't even know who is second--nobody appears close. This, without any numbers or research, just looking with consumer eyes on the amount of display space. Within the Samsung "space" everybody looking at TVs is getting a basic, but very clear and colorful schooling in Quantum Dots performance. Think of this as a bit of free education sweeping across the land. Oled is there too in a side isle--(not the main wall) but the new black ranges in samsung QD sets, is aggressively stealing that oled claim. No doubt 2017 CES updates are pushing harder still.
Lazy 10 minute research I know, but bodes well for the accelerating display industry ramp.
Best (buy) regards
Mr Dots, I appreciate your contact with Chase. Its been in the context of CES that I've most appreciated his wordsmithing in recent years. I think hes done a good job of assessing the industry shift toward QD's that is playing out in full force this year. Last year it was still basically Samsung alone blazing the trail.
Best,
Swamp Angel,
Sri, Daniel Carlson, Ray Martin left. Craig Lindberg is still with us, has been in recent communication with shareholders and has brought significant financial discipline to the co.
"Item 5.02 Departure of Director or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangement of Certain Officers
On December 22, 2016, Daniel Carlson, Ray Martin and Sriram Peruvemba resigned from the Board of Directors and Mr. Peruvemba resigned from the positions of CEO and President. Following these resignations, Stephen Squires, Shane Squires and Ghassan Jabbour were appointed to the Board of Directors and the new Board of Directors, including David Doderer who is continuing to serve on the Board, elected Stephen Squires Interim Chief Executive Officer and President. As Mr. Squires is currently an employee of the Company, he has an employment agreement that is described in the Form 8-K dated June 15, 2016. There have been no changes to this agreement as of the date hereof."
Or did I miss something else?
Best,
End of year 8-k out. Peruvemba resigns from QMC. And More. Wow.
"Item 1.02 Termination of a Material Definitive Agreement
On December 22, 2016, Quantum Materials Corp. (the “Company”) and Sriram Peruvemba entered into a Resignation Agreement pursuant to which Mr. Peruvemba resigned from his positions of officer and director of the Company and agreed to terminate his employment agreement dated June 13, 2016, except as otherwise specified in the Resignation Agreement appended hereto as Exhibit 10.1.
Pursuant to the terms of the Resignation Agreement, the Company agreed to pay $30,000 of accrued wages to Mr. Peruvemba on or before February 15, 2017 and to make six monthly payments of $20,000 to Mr. Peruvemba between February and July 2017. The Company also agreed to pay Mr., Peruvemba’s health insurance through June 2017 and to confirm the vesting of vested and unvested options or warrants totaling 3,754,150."
Carlson and Martin also leaving board.. Big changes afoot...
End of year 8-k out. Peruvemba resigns from QMC. And More. Wow.
"Item 1.02 Termination of a Material Definitive Agreement
On December 22, 2016, Quantum Materials Corp. (the “Company”) and Sriram Peruvemba entered into a Resignation Agreement pursuant to which Mr. Peruvemba resigned from his positions of officer and director of the Company and agreed to terminate his employment agreement dated June 13, 2016, except as otherwise specified in the Resignation Agreement appended hereto as Exhibit 10.1.
Pursuant to the terms of the Resignation Agreement, the Company agreed to pay $30,000 of accrued wages to Mr. Peruvemba on or before February 15, 2017 and to make six monthly payments of $20,000 to Mr. Peruvemba between February and July 2017. The Company also agreed to pay Mr., Peruvemba’s health insurance through June 2017 and to confirm the vesting of vested and unvested options or warrants totaling 3,754,150."
Carlson and Martin also leaving board.. Big changes afoot...
Thanks Jamis, super informative post!
Best