||EPS - Basic
||Market Cap (m)
|Technology Hardware & Equipment
Nanoco Share Discussion Threads
Showing 25776 to 25798 of 25800 messages
|I think it will become necessary for brands to support all the UHD standards in their sets or lose market share.|
|Lg & Philips will support Dolby Vision HDR technology. TCL will support HDR. Is nanoco going to supply philips or was just a test model at ces. hxxp://hometheaterreview.com/-from-philipspf-usa-inc/|
|That sounds like a strange business choice, bearing in mind they already had the tech developed for QD.
There seems to have been little reported on the specific details, although some articles have said it's QD. Not that I'm naive enough to take everything I read on the web as gospel.|
|LG is not using QD in their Nano cell tech.Red and green and blue are not that small.It is a metal nanomaterial I was told by someone who went to the show.Remember nanometerials are not all made of a quantum dot composition.Any base metal for instance can be made that small.
"Quantum dots exhibit properties that are intermediate between those of bulk semiconductors and those of discrete molecules. Their optoelectronic properties change as a function of both size and shape. Larger QDs (radius of 5–6 nm, for example) emit longer wavelengths resulting in emission colors such as orange or red. Smaller QDs (radius of 2–3 nm, for example) emit shorter wavelengths resulting in colors like blue and green, although the specific colors and sizes vary depending on the exact composition of the QD.
|I won't be holding my breath for Dow to be giving anything away, but it'll be a pleasant surprise if they do.
In the meantime, I'll be looking out for a forth supply deal between Nanoco and a yet to be named company, and perhaps further details of LG's new television range.|
|"still reckon the LG nanocell LCD TV's are quantum dot, "....I'm with Andy on this one, soon a I saw "1nm particles" on the LG blurb.- but let me ask it another way...anyone know of anything other than QDs that can be manufactured at 1nm suitable for TV usage?|
|Dow quarterly on the 26th is the next possible chance for direct confirmation, but only likely if: 1- figures are significant 2- merger business doesn't need too much time. Atb|
|We should be due an update sometime in April. Perhaps there'll be some news before then, not sure.|
|Is there a definitive date in 2017 that will disclose these royalties and revenue figures for Nanoco?|
|I still reckon the LG nanocell LCD TV's are quantum dot, and using film from Dow. But I guess we won't know for sure until we start to see some decent royalties.|
|Enteleon: You never need to apologize. Your posts are always informative. You contribute significantly to this site.|
|mwwh and andycapped- forgive me, please. I was wrong to state that Wah Hong is manufacturing the CFQDs.
From the official Nanoco Data Sheet for the Needham Growth Conference kindly posted by roadster750 in post# 9402, dated 11-1-2017:
"TCL, Hisense and TPV-Philips exhibited large screen, ultra high definition, wide colour gamut prototype LCD TVs at Nanoco's suite at CES 2017. All three use CFQD Fine Colour Film, the cadmium-free quantum dot film produced through Nanoco's commercial relationship with Taiwan's Wah Hong Industrial Corp. Wah Hong is manufacturing film under Nanoco's Fine Colour Film brand from CFQD purchased from Nanoco's own production facility in Runcorn, UK."
This was repeated in Nanoco's own blog of their recap of CES 2017, again kindly posted by roadster750 in post# 9509, dated 12-1-2017.|
|That would be news to me. AFAIK QD in resin is shipped from Runcorn to Wah Hong and then applied to film.
Only Dow and eventually Merck are making their own QD's under license from Nanoco.|
|Enteleon: How is it possible that Wah Hong is manufacturing QDs?|
|Thanks for the input
Are you lost?
|It's like they are still on AIM
They need to get a grip and act like grown ups|
|Totally agree Mr oz as much as slippy (alias slippy not necessarily same.person) earlier posts were very poorly worded have to fully respect he could have saved us all cash had we listened. Let's see what next week holds.|
|Excellent open minded discussion. Thank you ladies and gentlemen
SSW has been quiet of late, which might have helped lower the emotions, but still think he's to be applauded a bit for his voice which was the only one critiquing the company for weeks|
|Fil340- yes, it is thought that LG had an exclusive contract with Dow, so you can imagine LG's excitement at getting ahead of the Samsung opposition with a very new QD tech back in early 2015. It took Samsung another 12 months to develop their QD SUHD TVs, proudly announced at CES 2016.
It's only my guess that LG did take the 2015 humiliation very hard. A symptom of this is their resolute retreat back into their high-end OLED: where else to go ? Had the Nano tech worked for LG in 2015, it would have been a real scoop for LG and for Nano.
There's no denying that Nano's relationship with Dow has been fraught. It is now exactly 4 years and one day since Nano and Dow signed their exclusive contract (13/1/2013). That's a very long time in a fast-moving tech zone. One could argue that Nano could have developed a low-Cadmium product to a high standard much earlier on and then weaned their OEMs on to Cad-free in due course as Nano perfected their tech.
Dow still remains a mystery and the Dow/DuPont merger has almost certainly slowed progress. Andrew Liveris, the CEO and Chairman of Dow, reckons on a finalization of the merger by March, 2017. Purely my speculation, but DuPont has a strong electrovoltaics/solar division and that could prove significant. Liveris is certainly very globalistic and Sinophilic, not at all a Trumpist, and I'm prepared to wait events as far as the Nano/Dow/DuPont relationship is concerned, but I'm not counting any chickens with Dow/DuPont.
The one advantage of the success of the Samsung SUHD TVs is that Cadmium-Free is firmly on the front foot. Even the very sharp Nanosys has not achieved Cad-Free QDs yet. Quantum Materials Corp is supplying Kisco of Japan with Cad-free samples, but their share price has dropped down into the 7.5Cents from a long-term value of c.10C.
If Cad-Free QDs take off, the Nano's competitors will need to get their act together. Samsung/Hansol and Nanoco are the only companies who have yet demonstrated proven Cad-Free QD tech in TVs. Nanoco in only demo TVs, agreed, but that's surely a positive.|
|As for Fine Colour Film, there is no excuse for omitting to market it. It should have been a term of the agreement like with Dow's Trevista. All in all, casual, lackadaisical, smacks of vapourware and BS.|
|Ent - Gotta say there is something quite curious about your take on LG taking the CES 2015 failure "very hard". Almost suggests they were relying on promises made or something. Sounds familiar.|
|Yes, Fil340, you're right that, in early 2015, LG did display a Nanoco QD-driven TV, but this was not a success owing to the reds bleeding out. LG took this failure very hard indeed- for them it was a deep humiliation. LG probably realized that Dow was slowed up by the Dow/DuPont merger; indeed, had Nano's QDs been a success for them then, a contract was raised on 30/12/14 for Nano to supply the QDs from Runcorn to Dow. LG lost faith and retreated back into their OLED, to re-emerge now with their so-called nanocell tech, whatever that means.
Exactly two years on and the Nanoco QDs in the demo TVs at CES look successful, not the failure they were in January 2015.
Would you expect Wah Hong to be advertising the Fine Colour Film before they have secured significant partnerships with their OEMs ? Surely, Wah Hong's promotional activity will be conducted directly with their OEMs behind closed doors and announcements will take some time to emerge. There's so much at stake here and the OEMs will want to get their products absolutely right.
I acknowledge that the Nanoco tech has taken years to develop to a fit-for-purpose standard. There have been false dawns and many disappointments. If it were otherwise, the share price would not be within 20% of its all-time lows. Nanoco PLC is still a speculative buy; if an assured buy, the share price would be north of 80p.|
|Years ago LG announced a contract, stated an intention to manufacture a set with Nanoco dots, and demonstrated that set at CES. That set, like so much stuff shown at CES turned out to be vaporware and was never manufactured. Fast forward to today: ME cannot even get the Chinese manufacturers to commit to vaporware. Where is the promised revenue for 2017 coming from? Where is that supply contract between Dow and the Big S, promised by ME in August 2016? And where, oh where, is the Wah Hong web page advertising Nanoco Fine Colour Film? Something about Nanoco reeks to high heaven.|