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Hansol chemical are supplying Samsung. Given they are selling millions of SUHD TV's you would have to admit there is some element of scale involved. But I think more supply from different sources will be needed to convince the new assessment bods. But if Dow can get up and running soon that would be a game changer. In fact the more you think about it, it's quite opportune that the assessment is due 2016. Given Dow is producing by then, the exemption won't be allowed and that's two years earlier than the commission wanted initially. Also, 2016 is around the corner in product terms placing a drag on the take up of cad quantum dots imo....
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