Excellent post DD. From a video of Hartlove (can't recall exactly which one, but if someone else has the link please post) I believe he said they currently have Cd, Cd-Free, and "Cd-Lite". He also said they are actively selling to Samsung. Everyone from industry to academia says that Cd is clearly the best performing, which is why it is probably still being offered. OEMs can make a decision about offering the highest quality, but know that in a few years time Cd most likely won't be available, so they'd be forced to "downgrade" if the improvements of Cd-free aren't there in terms of performance. Their Cd-free seems to be the line that Samsung licensed, and then passed on to Hansol for production (remember Hansol is simply a chemical manufacturer so if they were given a procedure I imagine they could product it at scale). Hartlove's comment makes it seem as though they could be a secondary supplier, it is their original tech after all. That is by no means a confirmation though. They could be selling R&D products, etc. In the same video I'm thinking of he mentions that Nanosys was even surprised Samsung wanted to go fully Cd-free so early because the performance was clearly lower than that of Cd. Their new "Cd-lite" line is probably targeted to companies other than Samsung (TCL, Vizio, Hisense, etc.). From my understanding it'll be RoHS compliant, but offer the performance benefits of Cd. This would allow OEMs to feel at ease knowing that even if the RoHS exemption of >100ppm Cd isn't extended they'd still be able to sell their sets in Europe.
Hartlove said they were profitable for the last few years, so as you mentioned...I'd doubt they were in peril at the moment.
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