Completely agree J45. As stated in the most recent PR.
"GTG’s investment and Quantum Materials’ patented mass-production quantum dot manufacturing technology will enable Quantum Materials Asia to start supplying quantum dots to clients in the display, lighting and solar energy industries by the third quarter of 2016."
I believe displays are the low hanging fruit, they will bring QMC high revenues streams but nothing compared to what solar and lighting will be, which has been Steve's focus from day one. The importance of reactor technology vs batch will really become apparent when gigawatt solar field demand require 100s of KGs per day.
- Solar
By combining Quantum Materials disruptive technologies of novel synthesis, QDX™ coating and automated production, quantum dot supply problems are solved. Solterra will also use R2R production methods invented by QMC Chief Science Officer, Dr. Ghassan Jabbour, that can be scaled by increasing R2R speeds.
Next-generation quantum dot solar cell factories will use new thin-film flexographic roll-to-roll printing methods at a fraction of the capital expenditure of same-size silicon panel factories. Advantages of the flexographic method include the ability to potentially increase printing press speeds of up to 600 meters/minute with modern printers, large rolls that can be cut to finished size, low viscosity ink formulations for faster drying and the ability to bond layers of the solar cell together in-line. Production can be scaled-up by increasing the running speed without a large increase in infrastructure costs and is a major factor in lowering the levelized cost of energy over the life of the production system.
This is also where QMCs' tetrapod quantum dot vs spherical structure will shine (pun intended)
Quantum Materials has developed a more cost-effective method of production for tetrapod quantum dots delivering better shape selectivity and reproducible high yields with uniformity of size, unmatched in the industry. Tetrapods differ from common Spherical quantum dots in that their synthesis forms four equi-spaced arms that give it specific characteristics and advantages. In photovoltaics, they can transform light into electricity for solar energy cells.
They can also can emit two colors from one energy source (Breaking Kasha’s Rule). Solterra’s research has shown that four-armed quantum dots are many times more efficient at converting sunlight into electricity than common spherical quantum dots.
FACTS
IHS Inc. has raised its global solar PV forecasts for the next two years, to 59 GW and 65 GW, respectively. The U.S. and China are leading the charge. In 2019, meanwhile, over 70 GW is expected to be installed.
Solar PV installation activity in China has contributed to IHS' increased forecasts Solar PV installation activity in China has contributed to IHS' increased forecasts Zhenfa New Energy Representing the most bullish figures for 2015, IHS has raised its global solar PV target from 57.3 GW to 59 GW, thus representing a 33% increase on 2014’s installation figures, which reached 44.2 GW, according to the analysts.
In 2016, it expects to see over 65 GW installed, more than 2 GW more than initially anticipated. This will result in a cumulative capacity of 300 GW.
The forecasts have been raised due to installers looking to complete projects in the U.S. before the ITC deadline; and increased installation targets in China, from 17.8 GW to 23.1 GW, which were reported in various media last week.
Activity in India and other Asian countries is also contributing to the raised targets.
IHS has come out with the most positive installation figures for 2015. The table below outlines other analysts’ expectations for this year:
Analyst 2015 solar PV installation prediction IHS 59 GW Mercom Capital 57.4 GW Bloomberg New Energy Finance 58.3 GW GTM Research 55 GW
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