Contracts are already in place for the supply from Runcorn. This supply is going into LG's TVs. Customer sampling no doubt refers to quality testing from the new plant to make sure the product is the same as that produced in Runcorn. If they are happy the larger, cheaper QD's will go into mass production. Plus there may be new customers interested in buying the significantly cheaper cadmium free Qdots from Dow. I suspect that with the door closing for cadmium Qdots in Europe there may be quite a few wanting to shift over to Dow and Nano.
But quantum materials do not have any customers. Why is that. Nanoco do have customers LG and Marl for certain and perhaps a few others undisclosed. Nano also have products which incorporate their Dots. Quantum materials only claimed about a year ago that they can make cadmium free. Can their dots last the required 50,000 hours of life? Just to prove that will take a few years more. All the US Qdot making crow every few weeks about their success. Nano say very little. This shows confidence to me... Why also is 70% of Nano's recruitment related to scale up chemists. It's because they are scaling up to meet demand. Feeks, you refer to difficulties at Marl .. any evidence to support this?
And a final thought, who are the customers that Nano are presently producing commercial quantities for that will switch to Dow on completion of their factory? It isn't Marl as they are lighting not display. Today's drop came from the misinformed article out of Korea and the fact that Dow are 4 weeks or so late with commissioning imo...
Going back to that etnews they begin by saying 'there are no other products other than Samsung Electronics’ SUHD TV that has Quantum Dot' which is false. You can't take them seriously if they can't get simple facts right. Also Dow is not producing small samples, it isn't producing anything yet as their factory has just been commissioned. Why do you commission a factory if you don't expect to produce anything. It's all nonsense and media driven bollocks imo...
The only company apart from Nano that is producing cadmium free QD's commercially is Samsung. Nano have said they are producing commercially from Runcorn awaiting production to start from Dow. The Dow factory has just been commissioned, which is a pre-production procedure. Commissioning will take 4-6 weeks. I would hope to see production start round Sept, which is a little behind schedule but still in time to supply LG's TV needs for the US market. That english.etnews article is nonsense. No way can LG produce cheap OLED UHD TV's. The global TV market needs to be distinguished from the UHD market which is soaring. Why have most TV manufacturers brought out QD TV's this year. Apart from Samsung, all containing cadmium, which will be banned in the EU and probably China in the next 12-18 months. Plus nano via marl have just released the first QD LED lighting product. The financial markets are unpredictable though and until Nano starts earning cash the share price will continue to be volatile....
Sad the way some will do anything to make a few pounds. It's a short life, try to live it with a bit of integrity. Are we animals or humans. Nano has delivered on its objectives. Dow is on board. The market is there.
Nano's USP was never just cadmium free. There are many companies that can make cadmium free QD's. Nano's USP was cadmium free at scale. Previously this was just a hope, but with the commissioning of the Dow factory after almost a year of work it has now become a reality. Nano have made it clear that they are already producing full out for their customers. Dow will produce at much larger volume for these customers when it starts production in a month or so. The scale of production will greatly reduce the cost of cadmium free QD's leading to more take up in a rapidly growing industry. AUO, Sony and Sharp yet to say who they will be buying QD's from. The EU isn't going to allow the extension on cadmium QD's that's quite clear from the recent vote in parliament. Maybe the cadmium based QD TV;s have got 12 months grace. They will be looking to shift supply imo. Plus the Chinese are adopting the Rohs framework in full making even the Chinese market closed to cadmium QD's. LG's first cadmium free QD TV's to be launch in September in Korea. These will contain QD's produced at Runcorn. Quality sampling of Dows Quantum Dots will be taking place in the third quarter, which has just begun. How many possible clients will be sampling these is the question. Plus Marl is increasing it's range of QD LEDs. This is the first mass produced QD LED and is very exciting. Next will be OSRAM. Their development agreement with Nano expires in September. Nano have increased their head count by 10% in the last 3 months, mainly production employees. I remain fully invested in Nano..... Kuss
Commissioning of the Dow mass production factory is great news. It has taken two years and many millions of investment. We are in the 3rd quarter now so production soon to begin. Nanoco full steam with their own production for which they receive 100% of the profit. LG wanting to launch QD TV's on mass in November in the US and as early as September in Asia. What other clients are out there. Cadmium QD's will be banned in Europe soon. Also in China by the looks of things with the new Chinese Rohs regulations this year. All imo...... Kuss