It's nice to know what the competition can or cannot due. We'll know soon how everything shakes out. I am invested and confidant that QMC will get their market share in the upcoming QD market with Displays and other applications. I agree with Art that QMC has the advantage going forward with their Flow Processing.
Cadmium free at what level of quality? Big difference between making a high level Cadmium vs high level Cadmium Free. As you can see by Nanosys still pushing their Hyperion Dots they can't get a completely cad-free product to a high enough level. And Nanoco? Total silence other than the CEO selling large amounts of shares. I'll go with a retired employee who actually worked in the industry before someone that hasn't even visited QMC facilities at San Marcos! We will see who has the "know how" as you put it. Who is it today according to you, Nanosys or Nanoco? Not QMC obviously so why are you here again?
"Fact, they've brought on a new line, a significant capacity expansion", LOL THEIR LATEST from SID 2018: Jeff Yurek from Samsung shows the OLED comparison to their QLED and didn’t look all that good for Samsung, in my opinion. OLED was brighter and had more vibrant colors, period. I don’t think their side by side worked out all that well for them in this interview. I was also surprised to find out the size of Samsung’s batch process. They talked about BEER VAT size processing @ 10:28. I hope that's not your "significant capacity expansion", there could be a problem with quality control. Then go on @ 11:28 to show their green and red Cadmium QD spectrum before their Cadmium free @ 14:20 which went pretty flat. QD Glass looked the best I thought @ 26:26
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