Quantum Materials Corp. (fka QTMM)

[BigE1960]

Lots of really interesting competitive information and impressive claims in this Nanosys video.

* Best Performance
* Best Yield
* Lowest Cost - fully automated and basically the cost of raw materials (Remember the variable vs. fixed cost discussion?)
* Best IP
* Broad product line with 61 SKU's in the market in 2018
* Qualifying "P6" technology production line during 2nd Q'18; a significant capacity increase.
* Since moving there 4 years ago, their California building (shown via drone video) is now totally utilized with people and equipment so their next production expansion will be in Asia.

If these claims are true, with their first-mover advantage (relationships, cash, and market share leadership) Nanosys would appear to wipe out QMC's unique selling proposition. At this point, QMC probably needs a significant supply/demand imbalance, an offer from a "strategic buyer" (i.e., a large display supplier or OEM wanting to own QD manufacturing IP), or some previously unknown non-display market win like Nanoco's automotive proximity sensors.