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Re: trevorbc post# 57344

Friday, 03/17/2017 6:47:52 AM

Friday, March 17, 2017 6:47:52 AM

Post# of 104530
"Who would you rather be working with to develop film? Exciton Technology? Nop.. or Nitto Denko? Yup!!"

Working to DEVELOP? The joint press release says that the plant is completed, they have orders in hand, and will "begin shipping QDEF in mass production volumes during the first half of 2017.” None of us knows enough about any of the display film producers to decide who is good, better, or best. So... who would I rather be working with? I would rather be with the one with dedicated QD film assets and orders. Yesterday's press release says that Exciton has both.

WRT ND, the market knows very little about the QMC relationship with them. The facts are that there has never been a QD related announcement from Nitto Denko, QMC's references to them have never spelled out a exclusive partnership or a long-term commitment, and ND weren't even acknowledged as the producer of QMC's CES sample. Could there be a great QMC-ND relationship/partnership? Sure! At this time, does the general public have enough data to support that conclusion? No.

Lastly, I could not find any quantum dot related patents for ND. Here's what came up for Exciton:
http://patents.justia.com/assignee/ningbo-exciton-technology-co-ltd

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