SKC hi-tech & marketing The successful mass production of dots film began to supply to the mainland TV industry Chen Bozhen 2017-07-17 SKC hi-tech & marketing, a subsidiary of South Korean film industry SKC hi-tech & marketing, has successfully brought quantum dot film (QDEF) into commercialization. The product has begun to ship to mainland TV industry, officially open to the long-term exclusive market 3M.
Notice Skc now brought Qdot film to the Chinese market and is shipping
Yes, new accounting practice, or told to change. But anyway, that 1.2 million still in the bank from Wah Hong. Think the Merck payment was in August so that will have arrived by now. But looking forward, what's important is Runcorn moving to full production and more exciting Dow supplying LG early 2017. After all LG have said publicly that they intend to launch a new range of Qdot TV's next year. Further out maybe Samsung will come on board. That Merck factory a way off though.
Also note Epistar moving into Qdot tech. Wonder who they'll source their Qdots from. Taiwan co...[link]
I note Sara Sung have been moved across from research to 'customer engineer'. More evidence of Nano's customer/production focus...[link]
The collapse of QD vision in china interesting. Where will TCL get their Qdots from now ..........Just five months ago, QD VISION CEO also said, "will be fully developed quantum dot display technology." QD VISION is one of the leading suppliers of quantum dot TV in Mainland China. As a result of the sudden, the relevant quantum dot TV companies have to seek new supplier solutions. ...[link]
I note the eastern press is talking about the collapse of QD Vision's Taiwanese factory shutting down. That's the end of that company. Leaves a lot of customers in the lurch. TCL for one....
Well there's our new production planner ...[link] Not bad. Wouldn't mind producing for her...!
It really was great to hear LG fighting back with their Qdot lineup. Should be released at CES 2017. I think they will begin to push down the value chain which is good for us as QD's penetrate the volume part of the business. I also think this first half will see Nano at break even given those upfront payments and the start of revenue. Nano no debt, no pension deficit great margins. It will fly once the income stream appears. The industry is growing that's something you can't deny and Nano great value in those 450 patents. I think Merck will decide as early as Dec this year on their large factory. Even Dow at full capacity will be generating some $12 million a month for Nano add a few more million from Runcorn as a single month's revenue will cover Nano's costs with the 11 months pure profit.