True. I imagine for Samsung, mention of the TV would be a minor sideshow to their more important items they will be doing full launch for right now. Production volumes for the TVs presumably won't be able to ramp up until the Dow factory is ready in the new year. I think the tone of the article supports that theory: "Samsung Electronics is considering releasing a prototype of the LCD TV using the next-generation color viewing technology ― quantum dots ― at this year's IFA technology fair in Berlin, Germany, officials and sources said. " "Samsung Electronics may release a prototype of quantum dots (QD) TV at the IFA fair to show off its fine-tuned TV technology. Samsung has always wanted to differentiate itself from its competition by steadily releasing new products," said an executive at a top-tier local display supplier at Samsung Electronics, Friday." AND "Samsung Display, a display unit of Samsung, is reportedly prepared to supply QD displays at the request of Samsung Electronics. "We can't fix the timing of the mass-production of QD screens. But because QD screens can bring better viewing image than conventional LCD screens, QD TVs could become a good competitor with OLED TVs," said the official."
RE: Our Samsung QD TV reveal next w..
Samsung are certainly at the Berlin fair but there does not seem to be a reference to QD TVs. Of course, they may just be coy and keep it under wraps until the last minute?
Korea Herald 9.7.2014
announced QD TV launch from Samsung too: “Samsung Electronics could be moving to introduce an ultrahigh-definition LCD TV using quantum dot technology later this year, said a source familiar with the matter.” AND “ “Samsung Electronics aims to produce UHD QD LCD TVs in small quantities in the fourth quarter of this year,” the source said.” If the EU is just awaiting demonstration of commercialisation of the cadmium free QD solution before following up on the cadmium ban recommendations, this ought to bring that decision nearer. IMHO
Our Samsung QD TV reveal next week?
Looks like Wednesday could be unveiling day. Today Korea Times quotes Samsung exec claiming they may show a prototype at the IFA electronics fair in Berlin. The fair opens to the public on the 5th, but to journalists on the 3rd. Samsung had previously invested heavily with Nanosys in trying to get round the cadmium problem, but as we know, it's Nanoco who now has the solution and has the deal with a S.Korean manufacturer for QD TV launch in 2014. (LG seems to have access to Cd based QD technology, which they may show at the fair, but has chosen to focus on OLED panels instead for current offerings.) Also encouraging to note is that Touch Display Research report a director of Dow gave them a demo of a cadmium free QD TV at a meeting with Nanoco in June. (There's a picture at http://touchdisplayresearch.com/?cat=155)
Samsung (+LG?) to demo QD TV
Today's rise might have something to do with today's article headed "Samsung mulls 'Quantum Dots' TV at IFA" in the KoreaTimes: http://www.koreatimes.co.kr/www/news/tech/2014/08/133_163798.html
This baby will fly
We're now at the thin end of the wedge. The pre-commercialisation stage is nearly over and the raft of positive news to come over the next 12 months (starting imminently) will start to propel the share price. Dow is the perfect partner. NANO have a massive competitive advantage over their process and cadmium free technology. And their manufacturing hub where the action will take place. It is fair for the company to have a £200m market cap pre-production but come next year (and the tie ups I expect), the fundamental potential is for a 5x return within 2 years. What I also like is the fact that there has been little action on this BB, indicative that there are few PIs and therefore little hype. I suspect there will be a great deal written on this company between now and the close of the year. And all of it good news. I am expecting an RNS ahead of the results, but if not the content within the October RNS should leave us in no doubt about how close we are to actualising the potential of the company.
Datafeed and UK data supplied by NBTrader and Digital Look.
While London South East do their best to maintain the high quality of the information displayed on this site,
we cannot be held responsible for any loss due to incorrect information found here. All information is provided free of charge, 'as-is', and you use it at your own risk.
The contents of all 'Chat' messages should not be construed as advice and represent the opinions of the authors, not those of London South East Limited, or its affiliates.
London South East does not authorise or approve this content, and reserves the right to remove items at its discretion.