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JimmyBendrix

01/25/15 9:04 AM

#34573 RE: trevorbc #34572

Know what you own.

Liberum (January 2015):-

"Demand for quantum dots is therefore expected to rise steadily in coming years from a number of device manufacturers, even outside of Samsung Electronics. The forecasted capacity ramp from Dow to about 800kg in H2'15 and about 2400kg by H2'16 is therefore likely to be soaked up, given that much of this is expected to ship to just LG Electronics itself. However with more suppliers like Nanosys and Quantum Materials expected to be active in the market in future, pricing levels could gradually see some pressure. We are currently modeling a price of $80K per Kg initially in FY16, declining to $75K per Kg in FY17. "