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Summary Of The First Hand Comments On SID

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FreeGrass   Wednesday, 05/22/13 03:03:31 AM
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Summary Of The First Hand Comments On SID

17972 trevorbc Tuesday, May 21, 2013 5:14:36 PM
Here at the show, watching Nanosys presentation with Art, Crunch and Ex. I will report more later but I am blown away by the interest and presentation of Qled technology.

17975 trevorbc Tuesday, May 21, 2013 8:07:45 PM
3M put on quite a display, first thing you experienced when walking into the show floor was a massive white couch with a QLED screen being compared to a similar display in specifications except for the QLED thin film. Nanosys had their technology in tablets, laptops and TVs. I can tell you one big issue both companies have is scale up. Nanosys is the only one to state they could produce 1000kg in the future but when pressed they admit to having issues trying to scale up and they are still "working" on a cadmium free dot. Sounds like their batch setup will be a huge undertaking. The technology was very impressive and walking around it was noticeable by the conversations that quantum dots was a common buzz word. The biggest feeling I left with was that quantum dots are relevant now and we are at the forefront of this new technology..

17986 FreeGrass Tuesday, May 21, 2013 11:43:21 PM
That is excellent news Trevor! Thanks for that! The display industry needs mass produced cadmium free tetrapod quantum dots (CFTQD) from QMC. Soon our reactors will be all over the place producing CFTQDs while QMC gets the royalties...

17980 crunch55 Tuesday, May 21, 2013 10:04:46 PM
I would echo Trevor's sentiments in that pictures do not do the QDEF display justice and so its no use posting the pictures I took.The buzzword was definitely quantum dots even up in the lobby away from the show.It seems a lot of people will be researching quantum dots soon from the prescence of these display products coming out.Its good to know there are few publicaly traded QD manufacturers that investors can put their money into and none so undervalued as QMC.I truly believe that QMC has the only capability to get too mass production quick enough to satisfy market demands.Nanosys will need 60k of floor space to scale up ...that should tell you all you need to know.I am quit sure Nanoco will need the same..QDVision could not give a clear answer to my question about scale up...All in all the show was very good and it appeared to me that there are many companies infringing on Jabbours R2R process/patent that were displaying their products.Some of the OLED displays for car dash instrumentation were pretty cool as well as see through displays that were right out of a tom cruise movie.Art was hard at work actively pursuing business leads.I had a chance to listen in to some of his discussions and have to say he knows his sh*t.Good job Art !!

17983 DDhawk Tuesday, May 21, 2013 10:29:06 PM
Many thx2U guys for the much-appreciated feedback & taking the initiative to go out of your way to listen-in...sounds like the train is leaving the station as far as QD-tech (& recognition) is concerned. Our turn is coming, of that, I no longer have 'any' doubt ;))
On a related note; 3M put out a PR today to likely coincide with todays presentation:

17984 qureka Tuesday, May 21, 2013 11:07:49 PM
Thanks for the reports trev and crunch. Good to hear about the quantum dot buzz. I've been looking forward to seeing a QLED-backlit display in person to see the richer colors. Sounds like they must be impressive to get the buzz going. As Steve said, anything that drives more Qdot demand is good for QMC.
Any comparison impressions of the 3M/Nanosys film TV vs. the QDVision BLU TV's vs. OLED?
Also, did Samsung or LG feature OLED or QLED?

17987 crunch55 Tuesday, May 21, 2013 11:57:00 PM
I preferred the 3M Nanosys QDEF to QDVision display...just a personal opinion...Samsung had OLED on display as well as a number of other manufactures. The UHD Samsung display was pretty incredible as well as many of the OLED displays but they didn't match the richness of RGB in the QD based displays IMO..Danny you would have been in display heaven

17989 FreeGrass Wednesday, May 22, 2013 12:07:07 AM
I'm sure I would be. :) But are you serious? Did the Quantum Dot displays look better than OLED? OMG... They're not gonna like this on that other board, so I better tell them ASAP... lol... Thanks Crunch!

17992 trevorbc Wednesday, May 22, 2013 12:26:57 AM
Danny, the biggest difference was in price. A 55inch OLED unit was around $12,000 while a equivalent Sony 2k/4k QLED back light LCD was $3500. Hands down QLED was the talk of the show. Manufacturers were loving the fact that current factories wouldn't need retooling to the tune of billions of dollars to move to OLED. All that QLED requires is another layer added to current technology. The representatives for 3M were more excited than me lol. All the big players are very aware of qdots. When I spoke to the DOW reps and asked them if they had any applications they were working on involving qdots, they proceeded to turn, look each other in the eye like they were sharing mental notes, then back to me with "we are currently working on applications but nothing we can discuss" I was also surprised at how many exhibitors knew of Quantum Material Corp. I didn't press the issue as Art was working the show floor. Saw him in some deep conversations with the technical reps and didn't want to get in his way. What a great guy btw. Was a great pleasure to meet Art.

17993 FreeGrass Wednesday, May 22, 2013 12:51:40 AM
It would be crazy to change from LCD to OLED right now, since QLED is on the horizon and OLED has way to many issues. So the point I have been making all along that display manufacturers are waiting on Quantum Dots to develop has been correct all this time. The only reason Samsung and LG are pursuing OLED is because they invested to much in the technology to discard it. But in the end they will have to admit defeat and retool their OLED production lines to incorporate Quantum dots in the luminescent layer. But I'm still not sure if that's possible. The OLED display experts are still in to big of a shock to get into that issue... lol
Displays baby, displays is where we need to be right now! Some say the margins are to low, but I don't believe it. QMC had stated in the past they would do on-site production. So reactors will be placed on location of the display manufacturers, while QMC collects royalties. Its a win-win situation for all.
Thanks for the updates guys! I love it. Art is the man!

17990 crunch55 Wednesday, May 22, 2013 12:13:44 AM
Danny ...universal display was there as well...just seemed to blend into the rest of the field....

17991 FreeGrass Wednesday, May 22, 2013 12:23:29 AM
There isn't much excitement on that board about SID. They had their day in the spotlight, and it has faded quickly... OLED is just waaaaaayyyyyy to expensive and difficult to produce. Sammy and LG have kept on postponing their OLED TVs, and now they are selling them for $13.000. Who will be able to afford this?
What did the Sony 4K look like? I'm sure it must have been amazing...

17997 crunch55 Wednesday, May 22, 2013 1:51:59 AM
No problem.Its all coming together ...Nanosys needs 60k sqft production facility to scale... QMC 1/6 that ...pretty easy to figure it out.QMC production materials for TQD's a fraction of the cost of others.Its great these other companies blew their wad to get recognition for QD and their applications to the general market.Its like racing cars ....draft behind for awhile without expelling all your resources and then when you see an opening put it to the floor and pull away... That's where I see us right now and where we are going...

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