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QuantumTravesty

04/07/19 2:00 AM

#72342 RE: trevorbc #72340

Thanks for posting. Quite a reality check on multiple 1250 liter reactors producing $12.15 a gram quantum dots.

Jamis1

04/07/19 8:20 AM

#72354 RE: trevorbc #72340

I think the biggest take away from Nanosys presentation is the market status and continued growth.

Qdots are about to hit mainstream TV sets for $400 due to reduced cost per gram. That will drive more market growth as consumers demand rises. This means more opportunity for all qdot suppliers that can equal or exceed performance characteristics for equal or less cost.

Nanosys has done the qdot market a tremendous thing by bringing a solid qdot to market in displays. Now let the real games begin as new product development continues and opens up qdots to multiple product streams beyond displays. If QMC continues market entry further this year and makes a break into displays on top of their current India progress, this will be a great show to watch.