If they haven't met all three then what is Nitto Denko doing ? They can't make film without materials so I think they ( Quantum ) must have supplied material that works or is being improved beyond a specific performance level.Perhaps a review of Sri's last interview can shed some more light.
Sri Peruvemba So, this is a new space, and there are a bunch of companies that already produce quantum dots and opened the doors with different manufacturers. Yet, the market hasn’t quite taken off. There are multiple reasons. One is, the customers in the space of TV manufacturers are expecting the quantum dots perform at a certain level, and those include a performance of the quantum dots themselves, which is to get a certain red or a certain green color that the customers want. Second, to make the product pretty stable and robust, and third is to get- we need to lose X number of dots to make sure that majority of them are performing to spec, and there are fewer dots that are not performing, the efficiency of this whole material. And these are the things that the TV manufacturers are looking for. And the market or the competition has struggled, and obviously, this is a nontrivial science a number of companies have been pursuing. We have a technology where we’re able to produce materials at a much better accuracy than anybody else is able to, and the reason is our process is different. We’re able to make our product and control the barometers much better. The way these materials are produced are we’re growing crystals from scratch. So, when we grow these crystals, at certain [cycles], we should be able to stop the growth so that different sized crystals will emit different wavelengths of light, and controlling the growth of the crystals is the key to this process, and we have been able to do this fairly well in the lab, and that’s what gets the market excited, and that’s what gets our customers excited about the opportunity to differentiate ourselves and produce a much better product.
Sri Peruvemba So, the way this works is: we produce quantum dots and supply it to a company that takes these quantum dots and applies it onto a film, and these films are made of plastic, and this plastic films are inserted inside of the TV to produce these results that we just talked about. And, so, the TV manufacturers, at least most of them, don’t make the film themselves. There are intermediate companies that do make the film, and many of these companies are billion dollar revenue companies, and they’ve already been making many other films that go into the TVs today, and for them, it’s relatively easy to get into that space and insert a quantum dot film to enhance the performance of the TV.
Eventually, even within the LCD, it’ll go beyond TV into monitors, all-in-one computers, into laptops and tablets as well.
The last statement is salivating as its about quantum dots being used in any kind of display really including a lot more than the ones he stated.I think electronic signage would be a massive market as an example.
Parsing words is all we can do but I think Sri is being as candid as he can be without discussing inside dealings with partners.
It's apparent from Sri's comments that others have issues with Cadmium content,heat issues,optimization and scale issues etc etc.I am also making that comment from video I have watched by both CEOs recently on their Cadmium free product and issues they have.
Interestingly Samsung has a product out there that is working at the moment and they have even provided a 10 year warranty on their screen.
Samsung has been studying quantum dots for many years it seems but they aren't in the production of them as a commodity.
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