Hi Guys. Greeting from the Philippines. I'm 1300 messages behind, so I'm not completely up to date anymore... Liked the last PR. But according to this, the question is; Where is Samsung going to get its QDs from? This article creates an opening for QMC...
On Friday, however, Nanosys issued a retraction to that statement, clarifying that its deal with Samsung only covers the patents on its quantum dot technology, not its products or technology.
Broker Liberum said this retraction is in line with its suggestion earlier in the week that Samsung will source the quantum dots for its next generation TVs in-house and reinforces its view that Samsung is likely to sign a deal with Dow for quantum dot supply in future.
I believe QMC and Samsung are actually working on the next generation of TV already, QLED. We have the perfect QDs for that, and Samsung has been working on QLED for years now. I don't believe Samsung would opt out on OLED TV unless they had something else in the pipeline. What a deal that would be for QMC...
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