It does make me feel a bit better that Dow is singing the same "ramping up sample production / sample request increase" song as QMC. that's the most reassuring thing i've heard for QMC this year.
I'd wager that its not Dow, but BASF. As a supplier to the display market without a quantum dot product to offer, i bet they want in.
Sure, Dow might want another source, but they have a fair chunk of change wrapped up in their current QD operation which has yet to bear fruit. Look at LG, marching on with OLED. I'd wager a large part of that decision was based on how much they have recently invested in OLED manufacturing, not that Samsung is wrong and QD isn't good tech.
The argument of "then why hasn't Dow sold any dots if they can make so many and they are so good" is the same for QMC. The fact is, Nanoco has their dots (from Runcorn) in a film made by Wah Hong which multiple display manufacturers have put in screens and shown at CES. There's no saying their tech doesn't work, just that it in theory is more expensive.
We all know the merits of QMC's tech (so then why haven't they reported massive revenues!?!?). Kool-aid doesn't taste any better from a fire hose, raining from the sky, or in the form of a tsunami.
Anyhow, given the state of international relations, Chinese TV's may soon be the only ones on the market. If North Korea truly wants to hurt America, LG and Samsung factories will be the first craters made.
