Replies to post #42364 on Quantum Materials Corp. (fka QTMM)

[dms1]

If the fact is that OLEDS are "theoretically" cheaper to produce than LEDS is news to you, maybe you should consider another field.
Oleds have no backlight, so they are "theoretically" cheaper. That they have not to this point is because large screen yields have been terrible. That TV you posted, a 2013 model, came when yields were approaching 20%. They reached 30% last year, hit 65% this summer and some articles have cited 80% in the past few weeks. If they get yields that high, costs and prices will collapse.

[lineman68]

What will kill OLED is its short life span.

[BigE1960]

Your link refers to a model (with old technology and features) that was "first available at Amazon.com: July 25, 2013."

At this point in the lifecycle, they may not even be manufacturing it any longer. It's the stage where they monetize the inventory and free up working capital. These manufacturers build this pricing (and a lower cost) pattern into the plan from the get-go. The tooling is already paid for, the development costs have been covered, there is no additional investment, marketing expenses have moved on to the next great thing, manufacturing efficiency has peaked, raw materials pricing has declined since the launch, etc. It is considered just increment sales and cash flow driven. All part of a cycle and plan that repeats itself over and over again. Regardless, this is just standard stuff that has been going on for at least 25 years and probably longer.

Let's face it, their conjecture was flawed and they drew the wrong conclusion, but there was a reason that a few zealous shareholders (present company excluded) argued that QMC would never waste their time pursuing the low profitability display market. In reality, and as others reasoned, the market is too large to ignore and has since been confirmed to be QMC's most important immediate target. Not too far down the road, we should anticipate pricing pressure on our QD's.