Nanoco Share Price (NANO)

I certainly have my feet on the ground ..and the five year super cycle developing a new product is due now since they started working on this over 4 years ago ..it would be good if there was some real evidence on stm products of using not even Nanoco materials but CQD or nanomaterials , not just third party guesstimates of potential market expansion ( didn’t prove that useful with qd displays!) or for statements saying STM hasn’t spent money developing products with us for small sales…STM is a very large company and likely has many irons in the fire , its annual r&d spend is $2b . The potential in SWIR sensors is there and apparently our materials will play a part..soonish. Just a tiny bit of evidence would be nice…at least STM has finally allowed little old Nanoco to mention their name even if the one and only order from them is very small…maybe things can get a bit more open shortly.

Kooba, annoyingly you keep beating me to it each time ;-) I've been reading through all those papers and others - I also found no mention of Nanoco in any STM tech specs. I didn't see that as a bad thing. Nanoco have developed a component material and have their own IP. STM use that component material and have built it into a quantum film with their own IP. Two different products. These two companies seem to be working well with each other and have done for many years. We investors focus on the daily SP and half-yearly and annual results where I think the real value is in the 5 year super-cycle of developing a new product, where there seems to be confidence that there will then be a market for that product. This is what I meant when I cryptically said we've been concentrating on the finger instead of the moon...

We know the process of putting quantum dots on silicon isn’t unique to ST, but that they are the only ones who are investing in producing them at scale for mass market devices. It’s not that they have been investing years just to develop a new technology – we know they’ve been investing in being able to reliably produce that technology at scale for the mass market. We were told that already by BT. ST have been building an oil rig...

We also know STM built an additional 300mm fab in another country, i.e. more than one oil rig to meet supply demands of mass market adoption (not necessary just of these sensors of course)..

It's difficult to do but I've had to step far back to before 2020 to see the bigger picture and to look at the progress they've made working with STM. Doing that has been like watching a snail move using stop motion photography! So I feel positive right now. And we've not even talked about the 2nd customer / partner we've also been working with for years... or the 3rd one they told us they hoped to sign in H1 2024...

But putting both feet back on the ground, it's about turning that all potential good stuff into profits.

LordWM

I hadn't finished my analysis so didn't and don't want to set hares racing. I found a few likely candidate sensors but was looking for ways to get more confidence before posting anything. And I didn't know if what I found was old news to this BB. No time now for me just now and looks like Kooba and others have also done a lot of digging into this - perhaps way more than me.

But I've definitely been seeing green shoots, and maybe on a day that will finally dawn!

Can’t actually remember if this was posted but the scientific paper on STM using QDs from Feb 2023 . Unfortunately no credit to whoever supplied the QD’s or clues to the products to market featuring the QD technology. Its odd there is no secret that STM are using QD’s in the SWIR sensor technology ..but then they do not seem to mention it in the spec although it produces very enhanced results.

https://csmantech.org/wp-content/uploads/2023/06/14.1_2023-CS_MANTECH-paper-Feb-2023-V2.pdf

300mm fabs are go.

Could the VL53L9 also include QDs? Plus this names a first end customer (Lanxin Technology) with VD55H1 (apologies if already posted).

"ST is also announcing news of its VD55H1 ToF sensor, including the start of volume production and an early design win with Lanxin Technology, a China-based company focusing on mobile-robot deep-vision systems. MRDVS, a subsidiary company, has chosen the VD55H1 to add high-accuracy depth-sensing to its 3D cameras. The high-performance, ultra-compact cameras with ST’s sensor inside combine the power of 3D vision and edge AI, delivering intelligent obstacle avoidance and high-precision docking in mobile robots.

In addition to machine vision, the VD55H1 is ideal for 3D webcams and PC applications, 3D reconstruction for VR headsets, people counting and activity detection in smart homes and buildings. It packs 672 x 804 sensing pixels in a tiny chip size and can accurately map a three-dimensional surface by measuring distance to over half a million points. ST’s stacked-wafer manufacturing process with backside illumination enables unparalleled resolution with smaller die size and lower power consumption than alternative iToF sensors in the market. These characteristics give the sensors their excellent credentials in 3D content creation for webcams and VR applications including virtual avatars, hand modeling and gaming.

First samples of the VL53L9 are already available for lead customers and mass production is scheduled for early 2025. The VD55H1 is in full production now. "

https://mvpromedia.com/stmicroelectronics-expands-into-3d-depth-sensing-with-latest-time-of-flight-sensors/