Nanoco Share Discussion Threads

[andycapped] 03/12/2019 16:39

Chinese don't know how to make cad free QD's. They have recently tightened regulations on cadmium and other toxic metals, we hope the EU follows suit, so most display companies will want a ready supply of cad free QD's if they're to remain competitive.

The Chinese OEM's have taken a serious bite out of the Korean OEM market, by selling TV's with high spec for half or a third of the price of equivalent Korean models. Samsung seem to have responded partly by releasing details of newer tech like QD enhanced OLED, but the production capacity will still be less than 1% of the market when (if) it goes live in 2021. LG seem to be a company that is acting like a rabbit in front of headlights- it's focused strategy on WOLED for the high end, and is feeling the heat from the Chinese on its lower end LCD.

So perhaps a three way bun fight between the Chinese, Korean and American companies?

Guess we'll have to wait and see.

[botbot1202] 03/12/2019 16:38

Including....
english.etnews.com/20191203200001

[bagpuss67] 03/12/2019 16:32

I have to give credit to the poster Eskers from the LSE board I'm afraid!

[ih_332411] 03/12/2019 16:25

Great minds, BP? ;-)

[bagpuss67] 03/12/2019 16:22

On December 2, according to the industry, recently, British nanoco has selected a sales agency and is consulting whether major companies such as South Korea and China are participating in the purchase intention.

The agency is Evercore, who was responsible for the sale of QD vision. The Korean agency is handled by NH Investment Securities. NH Investment Securities has prioritized major South Korean companies and has begun to explore acquisition intentions.

Nanoco has non-cadmium-based quantum dot technology, which is more difficult than cadmium-based technology. Together with QD Vision and Nanosys, it is considered one of the world's leading quantum dot materials companies. After Samsung acquired QD Vision for $ 70 million (about 83 billion won) in 2016, only Nanoco and Nanosys remained.

As Samsung Electronics releases QLED TVs that integrate QD films in liquid crystal display (LCD) panels, expectations for the growth of the quantum dot material market are increasing. Unexpectedly, due to weak sales of QLED TVs by Chinese TV manufacturers, related materials companies are in trouble. Nanosys has also passed due diligence on several companies including SK, but all have failed.

Nanoco's acquisition market has attracted a lot of attention because it is equipped with next-generation image sensor technology using quantum dots and quantum dot technology for display.

Nanoco has acquired new quantum dot technology that can be applied to next-generation image sensors and is ready to commercialize with Apple. Apple believes that quantum dots can improve image quality by improving the reproducibility of display colors, so quantum dots can be applied to image sensors to improve image quality.

Quantum dots may also have a significant impact on enhancing AR capabilities. This is because using quantum dots in infrared (IR) sensors can detect objects without light.

Apple invested £ 171.1 million last year to support the development and production of next-generation quantum dot image sensors. However, due to design issues, the company decided not to apply quantum dot image sensors to its iPhone.

Regardless, Nanoco is preparing companies that partner with related projects to commercialize quantum dot image sensors. Nanoco has about 750 patented IPs, including image sensors and displays.

Nanoco is preparing to negotiate with large global companies, considering various plans, including selling companies, selling IP and attracting some investment.

It is reported that a professor at Zhejiang University said that Chinese company NN Crystal, which showed the highest price in the QD vision acquisition war, will also participate in the nanoco acquisition war. NN Crystal is an enterprise invested by the Chinese government to ensure quantum dot technology. Founded by Zhejiang University professor Peng Xiaogang, he has studied quantum dots for more than 20 years. In addition, China's major display manufacturers are preparing to participate in the acquisition.

At present, South Korean participating companies are unknown. However, since quantum dots can be applied not only to the next-generation display materials, but also to various fields such as image sensors and biology, it is not excluded that in consideration of future growth trends, the possibility of enterprises participating in various fields will be involved.

South Korea's display industry is concerned about China's acquisition of Nanoco. China still forms a market centered on cadmium. Due to the technical difficulty of non-cadmium-based quantum dots, only a few global companies have been created. If you buy Nanoco, you can immediately have non-cadmium-based technology and quickly close the technology gap.

Equally worrying is that China's Nanosys is currently facing the problem of focusing on ensuring the security of quantum dot technology in the global market, including the patent infringement raised by Nanocrystal to Nanosys.

A person in charge of the industry said: "Nanoco has been cooperating with various companies, so if it is acquired by China Capital, there may be various disputes in the future."

[ih_332411] 03/12/2019 16:22

Quantum Dot Materials Manufacturer Nanoco Technologies Going through a Process of Selling Its Shares
Dec 03, 2019
kor
UK-based quantum dot (QD) materials manufacturer called ‘Nanoco Technologies’ is currently going through a procedure of selling its shares. As Nanoco Technologies has been put on the market followed by QD Vision, it is expected that there will be a wait-and-see approach between South Korea and China that are trying to grab the upper hand of the QD market.
According to the industry, Nanoco Technologies recently found a sponsoring company to sell its shares and is currently feeling out intensions of major QD companies in South Korea and China about purchasing its shares.
Evercore, which was responsible for selling the shares of QD Vision, will oversee the process of selling Nanoco Technologies’ shares. NH Investment & Securities will be in charge of looking for buyers of the shares of Nanoco Technologies in South Korea. It has started feeling out intensions of major companies in South Korea first about acquiring Nanoco Technologies.
Nanoco Technologies is in possession of cadmium-free QD technology that requires higher degree of technology than cadmium QD. Along with QD Vision and Nanosys, it is seen as one of the top QD material manufacturers in the world. However, Nanoco Technologies and Nanosys are the only ones left after Samsung Advanced Institute of Technology acquired IPs of QD Vision for $70 million in 2016.
Expectations on the growth of the QD materials market have grown as Samsung Electronics has put out QLED TVs, which apply a sheet of QD film on a LCD panel, on the market. However, companies that manufacture relevant materials have faced difficulties as Chinese TV manufacturers have not been able to sell many QLED TVs unexpectedly. Although many companies such as SK had conducted a due diligence to acquire Nanosys, every attempt fell apart.
Reason why possible acquisition of Nanoco Technologies is drawing many interests from the market is because Nanoco Technologies is in possession of next-generation image sensor technology using QD in addition to QD technology for displays.
Nanoco Technologies has newly secured QD technology that can be applied to next-generation image sensors and it has been working with Apple to commercialize its new QD technology. Apple believes that the quality of images can be improved by applying QD to an image sensor since QD is a technology that can improve quality by improving color reproduction ability of a display.
QD can also have a significant impact on upgrading AR (Augmented Reality) functions. If QD is applied to an IR sensor, an object can be detected even without light.
Nanoco Technologies’ quantum dot materials (Source: Nanoco Technologies)

Apple invested $21.9 million (26 billion KRW) into Nanoco Technologies last year to support Nanaco with development and production of next-generation QD image sensors. However, Apple ultimately decided not to use QD image sensor for its iPhones due to design issue and others.
Despite Apple’s decision, Nanco has been preparing to commercialize QD image sensor with companies that have been working with Nanoco on relevant projects. Nanoco is currently in possession of about 750 IPs on image sensor and QD for displays.
It is currently preparing to have discussions with multinational companies while keeping in mind of many various ways.
It is understood that three to four Chinese companies have already shown their intentions to acquire Nanoco. It is heard that a Chinese venture company called NN Crystal, which has shown its desire in QD technology by placing the highest bid on the acquisition of QD Vision, is also going to participate in the acquisition of Nanoco. NN Crystal is a venture company invested by Chinese Government to secure QD technology and it was established by a well-known Chinese scholar Professor Feng of Zhejiang University who has studied QD for more than 20 years. Besides NN Crystal, many other major Chinese display manufacturers are preparing to acquire Nanoco.
It has yet to be heard if any South Korean company will be participating in acquiring Nanoco. However, there is a possibility that companies from many different fields will try to acquire Nanoco considering the fact that QD can be applied to various fields such as image sensor and bio-related fields in addition to being a next-generation display material.
South Korea’s display industry is concerned about a possibility of a Chinese company acquiring Nanoco. China’s QD market is still centered on cadmium QD. Because cadmium-free QD requires a high degree of technology, it is only produced by very few multinational companies. Because a company can be in possession of cadmium-free QD technology as soon as it acquires Nanoco, it can rapidly close a technological gap.
It is concerning that NN Crystal is focusing on securing QD technology as it recently filed an action against Nanosys for infringement of patent.
“Because Nanoco has been working with various companies, there is a possibility of various disputes in the future if Nanoco is acquired by a Chinese capital.” said a representative for the industry.
Staff Reporter Bae, Okjin | [e-mail]

[bagpuss67] 03/12/2019 16:08

Well at least it comes from an actual article rather than complete speculation.

[botbot1202] 03/12/2019 15:49

The problem is that everyone is guessing. If there was truly Apple, Samsung, Chinese companies etc etc involved... and people on a message board actually knew that then the big boys would also know that as well as the other people who were bidding.. at which point one of the companies would potentially try to create a position now. Also big investors would be jumping on this now. So rumours are wonderful and great to hear unfortunately they are exactly that... Rumours with no facts....

[bagpuss67] 03/12/2019 15:03

Speculation on another bb that 3-4 Chinese Cos have expressed an interest. Share price still not reacting. Fingers crossed for some real competitive tension

[jfacwc] 03/12/2019 10:14

Why Muppets? Is that an affectionate term?

[mrplay] 03/12/2019 09:42

Much better research being shared by the muppets on Lse. Lse has eskers. Advfn has nigwit never far from an argument. Never once heard eskers belittle an investor.

[nigwit] 29/11/2019 10:49

I'm not judging you. I'm merely pointing out there's nothing behind your insinuations of foul play except your own imaginings.

[barkboo] 29/11/2019 10:09

Nigwit - ok, we all think you are correct...the Labour Party will need a new leader shortly, you have all the credentials to be their leader.

I give that advice on rational and evidence-based conversation I have had with you.

I am just a mere barrow boy?

[nigwit] 29/11/2019 09:55

I'm not the one who's inventing fairy tales about metaphorical monsters under the bed and if you check back you'll see all my posts are rational and evidence-based.

[barkboo] 29/11/2019 09:50

Nigwit - I have a fear with your position here..those that like to argue and who think their opinions are superior to others..are usually nailed on in overestimating their own relevant knowledge.

Fantasy is great when you are telling bedtime stories to to very young children - lecturing the quality of posters on here - not so clever!

[jfacwc] 29/11/2019 08:18

Poor start to the day.No doubt another Peel Hunt RNS later, with more buys than sells.

[barkboo] 28/11/2019 23:04

Nigwit - sorry about the delay, only I was out with the wife having a life. Don't take this the wrong way, but you really do talk a load of boswellox!

I would not dispute in-house development has virtually no cap - outsourcing is a different ball game. The deal, time frame and size of commitment does not make sense to anyone with half a brain..and I dont believe it to be kosher...

Btw - I never have difficulties finding the toilets, I drinks so much and get a lot of practice. Do you have trouble finding friends?

[nigwit] 28/11/2019 18:36

PPE

To clarify - I'm referring to Apple's MCap, which was $1.19Tn when I wrote but is now $1.21Tn.




(Play, next time you go to Nando's do make sure they cook your chicken thoroughly.)

[paul planet earth] 28/11/2019 18:11

The $1.9 trillion is surplus cash held by S&P 500 companies.

[nigwit] 28/11/2019 17:42

No, it’s a trivial sum when you’re developing the iPhone, which is the world’s most successful product ever.

[barkboo] 28/11/2019 17:39

That is a lot of money my friend!