The reactors in Korea are at least X10 the size of runcorn, so it's normal customers would want to sample the dots first imo. We know that the price of the Korean dots are significantly cheaper than from Runcorn. How do they compare with the competition is the question. Still only Samsung who can make cad free in any volume for a commercial product. Edelman said he expected multiple orders on completion of the Korean factory. We know they are calibrating multiple lines in Korea. Soon, very soon we'll find out if he was telling the truth or not. Many of the really big OEMs still to show their hand with QDots. The Japanese, sharp, panasonic and Sony have stayed clear of cadmium. Be interesting to find out who Vestel have sourced their Qdots from for their 2016 TVs. They are a huge European producer and will be well aware of the imminent removal of the RoHS exemption for cadmium in displays.
Yes, it would be interesting to read what QTMM had to say if they were the first company to produce quantum Dot LED's. Probably a two page announcement. Whereas Nano didn't even RNS it. Have Dow got it horribly wrong. Have Nanoco really got the first large scale cad free manufacturing facility with multiple clients. Well we'll soon find out.
Interesting that the EU Parliament are asking for an update from the commission. Follow this link for the questions tabled on 3 Sept. [link] I think the commission have around 3 weeks to reply. The door is closing on cadmium Qd's and QD vision and Nanosys are aware of the trend. See what China does. Should be an update on their RoHS 2. Period for comment ended in May. As for QTMM their public releases are getting more like the metro in tone. Development agreements take years. Nano were entering into these 7-8 years ago. Not sure Nitto are even active in TV displays... Anyway, we'll find out the state of play with Nano in a few weeks.
The technology is too advanced to really understand. The only thing you can do is have faith in management and in Dow's strategic competence. The cadmium door is closing and I don't see any others producing cad free at scale. The only unknown is samsung. The big TV manufacturers yet to show their hand . Sony, Sharp Panasonic, Vizio etc..
Also not Hisense expanding into unregulated markets probably due to Rohs in Europe and the withdrawal of the exemption [link]
Funny how Nanosys haven't released a QD lighting product. But there again they can't as they are still have issues with cadmium. That problem won't go away anytime soon imo. Commissioning of the Dow factory must be complete by now allowing for scale production and much reduced cost. LG keynote speech tomorrow at IFA, too.
So Feeks what is the price of Dow's cadmium free Qdots per kilo compared to the competition....?
Interesting that Samsung are slashing the prices of their Qdot TV's, up to half price in the US. Maybe in anticipation of LG launch in Sept. Either way, the QD TV will soon be mainstream [link]
The change in institutional holdings can be explained by the change in the status of Nano's listing. It all happened around the same time. Nothing much in the way of sales since then.
Maybe the samples were for production purposes. It's a fine dividing line, look at QTM on that. We all have to accept some slippage on production. If you've ever been involved with project management you'll understand the complexities. But commissioning of the plant is on-going and samples from that factory will either be bought or not...