I'm not completely sure, but I believe QMC was behind the competition in supply samples for application. So they are playing catch up with respect of use in displays. They are likely behind in validating that their product passes all the product testing requirements for displays.
If they catch up in the next year, they will boom as their supply capabilities will surpass the competition quickly.
We just have to hope that their qdots hold up to the competition or surpass.
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