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Re: solartech post# 57422

Monday, 03/20/2017 3:31:43 PM

Monday, March 20, 2017 3:31:43 PM

Post# of 104562
I think your math is off by 10X. $300/50 = $6.0 not $0.6 which would make the cost $5.37B/ton. (FWIW, I think they mean metric ton not US ton).

At $5B/ton, the raw material cost in a 60"TV would be $6,000,000 assuming 1g QDs used. Obviously that doesn't work.

Based on the bits and pieces I see from various market reports, my guess is the volume price is closer to the $100,000,000 - $200,000,000/MT range or $100-$200/g. I can't even imagine how high the SP would go if QTMM sold just half their capacity in that range.

Any idea how much QD are used in solar for a square meter of film?



Current Quantum Dots prices:
http://www.nn-labs.com/product-catalog/pbse/

Current Quantum Dots price: $300 Per 50 milligram or $0.6 per milligram.

One ton of QD = 2000 pounds/ton x 16 oz./pound x 28,000 milligram/oz. = 8.96 x 10^8 milligram.

Sales revenue per one ton of QD = $0.6/mg x 8.96 x 10^8 mg = $537 million.

With low production cost in China, QMC's net profit will be astronomical. So will be the future share price.

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