2016 - 6 million units (3,000 to 6,000 kg of qdots) 2017 - 10 million units (5,000 to 10,000 kg of qdots) 2018 - 17 million units (8,500 to 17,000 kg of qdots) 2019 - 28 million units (14,000 to 28,000 kg of qdots) 2020 - 46 million units (23,000 to 46,000 kg of qdots) 2021 - 76 million units (38,000 to 76,000 kg of qdots)
This is assuming an even growth over the years. In realty the market tends to grow faster in earlier years for a new market. We could see numbers double or more in 2017 and 2018 with slower rates in 2019-2021.
By 2021 the market will need the equivalent of 38 of QMC's 2,000 kg reactors. I also don't see Samsung or Nanosys alone supplying the 10,000 kg in 2017. Given all the recent news, I like our chances of success in the next couple months. R/S and A/S aside, I think we all are about to be rewarded well in the coming year(s).
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