Nanoco Share Discussion Threads

[barnetpeter] 23/6/2019 22:20

the company expects to have at least 6 million cash at the end of the year. It has invested a lot of money in the tech. It has contracts for this year.

I dont think anyone can value this company....the huge buy on friday may have been a director.

We will see....

[turbotrader2] 23/6/2019 22:02

Dog! Bust! Simple

[andycapped] 23/6/2019 21:23

The Plessey partnership was relatively recent- don't think anyone was expecting commercial results from that for a while yet. What investors have been patiently waiting for, is the commercialization of LCD based QD enhanced Tv's and monitors using film based colour correction. This has failed to materialize primarily I believe due to OEM's preferring Nanosys cadmium or cadmium light QD alternatives.

Nanoco have been working with most of the major OEM's, but no products that I or anyone else knows of to date. Some specualte the performance isn't upto snuff, or it maybe cost, or it maybe simply that industry is conservative, and doesn't move unless it has to.

If the Rohs goes the way of a complete cadmium ban, that could be greatly in our favour, but nothing much has gone our way to date.

[nigwit] 23/6/2019 20:41

Most welcome

[pwhite73] 23/6/2019 20:30

Thank you.

[nigwit] 23/6/2019 20:26

PWhite73

Strongly recommend the documents here



And especially here



There’s a few hours reading but I think you’ll find it clarifies the situation.

[pwhite73] 23/6/2019 20:25

NigWit

Bluefin Research are about as credible as our own Align Research.

[mrplay] 23/6/2019 20:24

All well and good but still no orders or sales other than carewear sports massager. We have been waiting 5 years so far for display and still nothing

[pwhite73] 23/6/2019 20:21

It does appear to me the reason why there are no commercial sales as yet is because the whole next generation microled VR/AR business is still at the development stage.

This is what Clive Beech at Plessey had to say in March 2019. The whole article is worth a read. He explains how they are developing various options depending on the customer's needs and there is no one size fits all.



Replacing DMD and LCOS

microLEDs are a suitable replacement for DMD and LCOS, particularly in AR, according to Beech.

“We’re working with our own technology which is gallium nitride on silicon (GaN-on-Si). Now one thing about that is it makes these LEDs produce blue light. Blue light is just one of the three colours that you need. So, we are working with Nanoco Technologies to add red and green light.”

Nanoco is a manufacturer of quantum dots and semiconductor nanoparticles for use in displays and lighting and the two companies are looking to shrink the pixel size of monolithic microLED displays by using Nanoco’s technology.

Plessey wants to integrate the quantum dots into selected regions of blue LED wafers in order to add red and green light.

“This technique means we can shrink the pixel size from today’s 30µm to just 4µm, a reduction of 87%. The process will enable the production of smaller, higher-resolution, microLED displays in applications such as AR/VR devices and wearables, while enhancing both colour rendition and energy efficiency,” according to Beech.

“Quantum dots produce very pure reds and greens, so you get a good colour gamut.”

The process of transferring this technology to the micro display, which is what is needed for augmented reality, is not without its problems.

“The flux of photons going in is very high, much higher than you would have on a television screen. So, these quantum dots need to be engineered to take very high photon flux without being saturated or destroyed by that process.”

The manufacturing process, that’s being developed with Nanoco, is complex but market leading.

“We’ve got the performance up to a very high level and I believe it’s a technology whose time has come. ”

Clive Beech

[74tom] 23/6/2019 20:15

I’d argue that article significantly increases the chance of a large bounce tomorrow - the very fact that the tech was deemed good enough to be integrated into next generation iPhones is impressive in itself!

Also makes sense as to why they are continuing to explore other use cases, it may have been too expensive for the next iPhone, but what about the next iPad etc. And if it makes such a difference to photo quality, surely it’s a matter of when not if the tech is adopted?

So the relationship is far from over, it’s just this project that has been shelved as stated (albeit very clumsily) in Friday’s RNS. I’d imagine the brokers will be all over this fact and the share price will recover accordingly during the week ahead.

[nigwit] 23/6/2019 20:14

They look credible to me.

Apple’s decision must have been very close-run given they made it so late in the design process.

[davidw1] 23/6/2019 20:07

Hi MrPlay. A couple of years back ME stated the market would ‘include’; LIDAR. Given that the intention was to veil the product in secrecy, it made sense that automotive was not the main event and it makes sense that phone sensors are what they had in mind. Could be more smoke and mirrors of course as you probably do not need such a large production site to supply iPhone with new sensors.

[pwhite73] 23/6/2019 20:06

"BlueFin Research, a boutique research firm that closely follows Apple’s supply chain, last week said the iPhone maker had shut down work on its quantum dot image sensor, after finding it would be too costly to produce in large numbers."

What a load of rubbish they are just an Apple blog there are thousands of them all over the world. Another blog is saying its to do with distance.



"Apple’s new system uses a laser scanner, rather than the existing dot-projection technology which doesn’t work as well over longer distances, according to the people, who asked not to be identified discussing unreleased features"

[nigwit] 23/6/2019 20:04

Personally I’m even more sanguine now. Apple won’t want this technology getting in the hands of its competitors and it may want to come back to it if it can resolve the costs issues, which I strongly suspect are with another component supplier. If Apple cancels completely then Nanoco won’t be restricted to who they sell too. This may explain why Apple want the stress testing to carry on.

It could all turn out to be a blessing in disguise. Next week might be very interesting indeed.

I don’t think the directors’ sales tell us anything.

[andycapped] 23/6/2019 19:57

I wonder if IQE were also involved in the same supply chain, they do a lot of work with Apple too.

[nigwit] 23/6/2019 19:46

I don’t think that’s right. There would have been many other components in the chain, and the cost of the QDs would have been known long ago and tiny for such small quantities needed in a phone camera.

The costs of QDs is TV’s is also negligible compared with the costs of the barrier films. That’s why they’ve been moving to inkjet printing and quantum dot on glass.

You need to read more small print.

[mrplay] 23/6/2019 19:39

The parts were to costly. Must be the same reason display never took off.

[bagpuss67] 23/6/2019 19:39

BlueFin Research, a boutique research firm that closely follows Apple’s supply chain, last week said the iPhone maker had shut down work on its quantum dot image sensor, after finding it would be too costly to produce in large numbers

..... a recurring theme.

[bagpuss67] 23/6/2019 19:35

Must be the unluckiest company ever

[nigwit] 23/6/2019 19:27

It was all in this Nanoco presentation from last September (as I have repeatedly pointed out)



They must be gutted.

Nevertheless the technology now exists and will find other applications, possibly with Apple. I think the fact that this has all come to light with overwhelming evidence that the US partner is Apple it should inspire confidence in the future.

I predict Edelman will come out with guns blazing soon. :). He got very near to a massive success and it would be madness to replace him and risk him taking his connections to a competitor.