If we take Squire's comment in the shareholder update as fact, they have
engaged with arguably the world's largest multinational chemical corporation.
We all assume this is Dow. If Dow is interested in QMC production methods and quantum dot quality enhancements achieved over the past year or so, then others may be so as well.
We all have read that Samsung likely has limitations on supply from Hansol.
Who's to say Samsung and other large companies that have been showing new quantum dot displays haven't also engaged with QMC.
The way I see it strategically for QMC and me as an investor. An exclusive licensing deal is not the way to go at this point for display film application. That would continue to hinder the supply side if only 1 supplier is selling on the market. I would think a non-exclusive licensing agreement would be the best for us as investors. This would allow multiple suppliers to the market and help quantum dot supply chain increase and meet or exceed demands for expansion into the quantum dot film display industry.
The worst thing, in my opinion, that could happen to the supply side is for QMC to sign an exclusive agreement with Samsung. Samsung would own the quantum dot display market with QMCs production capability and would control the supply to the rest of the industry. This may slow down growth into the display sector.
I'm just noodling my thoughts on the subject. I'd love to entertain anyone else's thoughts on possible scenarios, pros and cons.
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