I note Marl now have their QD lighting product up for sale 'Orion QD - Quantum Dot Linear Lighting' [link] But recall the Nanoco/Marl tie up goes back to 2011. It was only formally announced recently. Anyway, great to see this range coming to market. More to follow no doubt...
Counted about 25 jobs over the last 9 months on the Dow jobs page for their QD factory in Korea. Must be near $2 million in salaries alone. Nevermind the capital cost. Dow the only co. with a branded product ready to market, and with some of the best project managers in the world I'm confident they will meet their guidance on production etc.. This is not a share for the nervous disposition though. There again neither are the markets in general...
“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]
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...
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.
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.
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.
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.