Kuss
01 Jun 2015
“Dow’s TREVISTA™ Quantum Dots bring a whole new view on color to LCD displays and we are pleased we can deliver this stunning, new technology to our customers and to the market,†said Lee. “TREVISTA™ is one example of how Dow is focused on current and future requirements in electronic materials to address emerging trends, working closely with customers to understand their product roadmaps, and meeting the performance demands of the next generation of electronic devices.[link]
Kuss
25 May 2015
And sometimes it's worth reversing the question: how investable are Nanosys and QD vision and QTMM? They can't produce at scale, have to use toxins and/or haven't got any clients. The competition is Dow and Nano moving to industrial scale and the TV leaders opting for cadmium free...
Kuss
25 May 2015
Nano presently producing in 100 litre reactors. Dow will be producing in 1000 litre reactors. The price of Qd's will be driven significantly lower and supply will grow. Probably cadmium Qd's are slightly superior but only the Chinese seem to want them. They will be banned in Europe by the time products can be launched here. QTMM's share price is the same as it was in 2009. They don't have a customer yet. The market prices the weak accordingly imo.
Kuss
25 May 2015
There are risks and competitors in every business. Nano are a good company because they are innovators and have good management. They are only a small company but are already hooked up to Dow and LG and probably a number of other huge businesses. I had a look at the SUHD TV's yesterday. They wipe the floor with the other UHD tv's. The bloke in the shop said he had 10 orders and could only get two from Samsung. QD's are here to stay imo. The EU will revoke the 2014 exemption soon enough, too.
Kuss
20 May 2015
Feeks, why do you say cadmium on sale till 2017? The extension has been defeated by the MEP's, there was only a suggested extension to 2017 which was never approved. We are back to July 1 2014 expiry which will need to be revoked I admit. Now the Commission need to draft another dedicated directive in response to the MEP's voted today.
Kuss
18 May 2015
Not sure indium is a know carcinogen. You can buy indium food supplement [link] certainly not like cadmium which is lethal, which is why is regulated by Rohs. Idium used extensively in the iphone and in LCD panels generally. UbiQd are a new start up, just like storedot they are at the early stages and make claims etc.. to entice funding.
Kuss
18 May 2015
Feeks you're wrong. Ex. 39 to the Rohs directive expired on 1 July 2014. The Öko-Institut after their deliberations suggested an extension in a modified format to run to 1 July 2017. The Commissions dedicated directive suggests moving this to 20 June 2018. If the directive is defeated by the EU Parliament effectively the July 2014 default will be the de facto situation. But remember is is not a complete ban. The Rohs limits cadmium to 0.01% of the substance by weight at raw homogeneous materials level.
Kuss
17 May 2015
That video isn't new. It was the same one used on the launch of Trevista Qd's many months ago Nanosys have only licensed aspects of their technology to Samsung. It seems Samsung are able to manufacture CFQD's within the Samsung group. This is accepted by Nanoco in their recent prospectus. The environment benefits of Samsung's nano crystals are used in their publicity. Plus they have been used to support the ban in Europe with the Commission.
Kuss
13 May 2015
Samsung claim their quantum dots are cadmium free. The EU ruling won't affect them. It's unclear where Samsung are getting their CFQDs from. But as they are selling quite a few SUHD TV's they must be making quite a few of them.
Kuss
12 May 2015
Although there are no cadmium QD TV's on sale there are cadmium displays amazon fire HD tablets and aquaris mobile phones on sale in Spain. I think the exemption is likely to be extended, but the industry works much longer term than 2018, and the really big co's like Samsung and LG have gone cadmium free, which speaks volumes. What's more important is the price per kilo from Dow's production. How does it compare? People forgot that cost is the bottom line. Commissioning of the Dow factory imminent. The industry growing rapidly. Place your bets...
dotlink
10 May 2015
now with the election done and the very large seller gone, lets hope the sp go back above the 105p next week
Kuss
08 May 2015
LG's UF9400 TV's are not yet even on sale till next November. Interesting share transactions today though. I remain a fan as they move into a huge market...
Kuss
08 May 2015
But it's not just Nano/LG who are producing cadmium free Qdots for TV's. Samsung with their SUHD range are presently selling significant numbers of TV's using their environmentally cadmium free Qdots.
Benlm9
07 Jan 2015
Big sales at the end of the day.. Interesting to see how it opens tomorrow..
