Your understanding of how a PL QD display works is only partially correct. You have the big picture right but you're wrong about how it comes together.
In a LCD display, the TFT film along with the color filters are part of the liquid crystal module (LCM) that makes the pixels/sub pixels and controls their brightness. It is completely separate from the QD film.
The QD film sits behind the LCM, and it's sole purpose is to create the "white" light that feeds into the LCM by converting some of the blue light from the blue LEDs in the backlight to red and green light. That's the QD film that QMC is almost certainly working on as it is currently the only commercial product.
In any case, there is no reason for QMC to be working with anyone on TFT film.
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