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It’s very strange that they’re now talking a lot about quantum film swir sensors and are demo’ing them, but don’t seem to name the actual products. I just used Bing Copilot to identify the product code, but no joy.
I may just call the ST Micro product support line tomorrow and ask which of their SWIR sensors contain a quantum film, see if they’ll tell me.
Here’s where the talk about QD’s with the links to the videos already posted (I’m sure this has been shared before by others).
https://www.st.com/content/st_com/en/campaigns/sensors-converge-2023-demos.html
Cheers Xen0n, if you haven’t seen this one below, is the actual demo (the person you see on the stand in the video you posted). This one has been posted a few times on here.
http://st-videos.s3.amazonaws.com/SWIR-sensor-based-on-quantum-film.mp4
Not sure if this video has been posted already. Go 5:25 into the video - no new info as such, but describes the ST SWIR sensor with a layer of our quantum dots as "Super cool"!
https://www.youtube.com/watch?v=otVZI5oOz78
Some cheerful info regards Lead and Cadmium and their global impact through e-waste :
https://nswai.org/docs/Lead%20and%20Cadmium%20Global%20Impacts%20Through%20E-Waste.pdf
IMO, it's an absolute disgrace regards the slow progress towards the complete banning of the use of cadmium.
The fact that companies are able to advertise their products i.e. screens as 'cadmium-free' just because they contain less than 100ppm eg. 99ppm is a joke. It diminishes and almost negates the years of hard work by Nanoco in achieving their unique ability to produce their truly cadmium free dots on a commercial scale.
I was of course referring to mass production of CFQD’s that was the subject … we have not commercially supplied CFQD’s to anyone ever as far as i am aware. Unless you think we have.
As for us proving we can produce a quality mass commercial product I'm going to trust that ST has done their due diligence...
I.e. if ST believes we can produce dots that are good enough to be included in their sensors, which in turn can be mass produced for use in mobile phones then I believe it.
Some positive changes have taken place recently. On 19th March 2024 the European Commission adopted changes to the exemption for cadmium in quantum dots for LED applications (see links below).
https://www.useforesight.io/news/eu-amends-cadmium-exemption-in-electronics-tightening-use-in-quantum-dot-leds#:~:text=EU%20Amends%20Cadmium%20Exemption%20in%20Electronics%2C%20Tightening%20Use%20in%20Quantum%20Dot%20LEDs,-RoHS&text=The%20new%20directive%20specifies%20that,directly%20deposited%20on%20LED%20chips.
https://ec.europa.eu/info/law/better-regulation/have-your-say/initiatives/13468-Hazardous-substances-in-electrical-and-electronic-equipment-exemption-for-cadmium-in-quantum-dots-for-LED-applications_en
“Previously, certain applications utilizing cadmium-based quantum dots were exempted from RoHS restrictions to accommodate for the lack of viable alternatives that matched their performance. However, the European Commission's latest action narrows the scope of these exemptions, reflecting advancements in alternative technologies and a commitment to minimizing hazardous substances in EEE.
1.Limited Exemption for Display and Projection Applications: The new directive specifies that cadmium can be used in downshifting semiconductor nanocrystal quantum dots directly deposited on LED chips for display and projection applications, but now with a stricter limit of less than 5 μg of cadmium per mm² of LED chip surface and a maximum amount of 1 mg per device. This exemption is set to expire on 31 December 2027, signalling a clear timeline for the industry to transition to cadmium-free alternatives.
2.Expiry of Previous Exemptions: The existing exemption, which allowed for broader use of cadmium in downshifting cadmium-based semiconductor nanocrystal quantum dots for use in display lighting applications, will expire 18 months after the publication of the new directive. This change underscores the Commission's intention to gradually phase out the use of cadmium in EEE, aligning with broader environmental protection and public health goals.”
So, things are moving in the right direction regarding RoHS restrictions on the use of Cadmium in QDs. We should expect anyone using Cadmium Quantum Dots in their products are on notice and will already be planning to move away from Cadmium - in advance of - the current exemptions being removed.
If we trust in our upheld IP for the mass production of CFQD’s then maybe we will end up producing some of those dots ourselves, or selling a licence to allow others to produce them.
I was referring to the legal ability not the commercial ability which has been clearly demonstrated by others producing quality mass commercial product , something Nanoco is yet to prove.the article was interesting more in terms of how slow moving regulation is and the carve outs that happen which means the CFQD argument has not panned out in the way many expected a decade ago…and still is somewhat opaque how in moves forwards on some devices.
To add to that, we know Nanoco is developing next gen lead free dots. Again, we know other companies are also developing those but the company has said they would still need to use our IP to produce them at scale.
I think Nanoco is well aware that others can made CFQD's at scale - just look at Samsung...
Their message is that they have an "IP moat". Link below to the FY23 final results, see page 20. It is Nanoco's assertion that, whilst they know other companies can make CFQD's at scale, they cannot do so without using Nanoco's seeding IP. And that IP has passed the test of PTAB as well as a huge legal test against Samsung. So much so that Samsung had to take out a licence to continue to produce CFQD's using Nanoco's IP.
https://wp-nanoco-2020.s3.eu-west-2.amazonaws.com/media/2023/10/Final-Results-FY23-FINAL.pdf
Having IP is one thing. Being able to say that Samsung would rather pay us $150m and take out a licence with us than go to trial takes that IP to the next level.
Much is made os the company’s apparently unique ability to produce CFQDs at scale , this is an interesting piece from a few months ago and i can’t remember if it was posted..anyhoo thought a refresh in the absence of anything else new.
https://displaydaily.com/cadmium-the-2024-update-on-quantum-dots-and-rohs-regulations/
SP up 0.053% given all the possibilities.
Maybe one day in the future it will go up 99.99% but its anyone's guess which rabbit hole to go down ATM !
Thanks for all the info XenOn. It seems highly likely it's one of these products because BT stated that the biggest prize for Nanoco is mass adpotion into mobile phones. The timing of the product manuracture & launch and the fact that these two are specifically aimed at mobiles, amongst the many other applications we all know about work with Nanoco's statements.
We'll hopefully have run rate orders ramping up for use in industrial and other applications, but the mobile device manufacturers (Apple, Samsung etc) will be evaluating the sensors and worried about the FOMO of a competitor bringing a profuct to market first with better performance, battery life, etc.
I'm still holding off before adding more, hoping it drops a bit before news lands.
Also, it looks like Ruchi Upadhyay is the GTM person for N.America (Sylvie IRIGARAY for Europe), and she's doing the conference rounds to evangelise the new sensors, another big one this month - https://embeddedvisionsummit.com/2023/session/image-sensors-to-enable-low-cost-and-low-power-computer-vision-applications/
GLA and a good long weekend to you all.
258,447 shares @ 19.152p just over £50k worth.
Again if you strip out that print as it’s a double count they account for 48% of volume seems a number thats cropped up a bit too. So they must be propping things up as appear the only buyer.
Maxi19, that's great to hear. If I'm wrong I can now blame you!
;-)
Xenon, what you have posted here is basically what I have posted previously if you look back at my prior posts, so it is good that someone else has followed the same train of thought.
Dat just fine man.
One day we will know more.
How’s dat!
@Kooba
Not sure what your last sentence means ?
All good stuff on likely product , that agree seems most likely we know of ..but still be good to have a confirm. Also haven’t seen anything talking application of that devise. The low power consumption a major plus for mobile devices.
One dat we will know more!
Don't think STM needs to 'spin' our dots and don't think BT needs to rely on backside illuminating image sensors for that matter either ! - high expectations built on too many assumptions can be dangerous IMO for anyone making serious investment decisions.
The other dots I joined of course are that we have supplied ST with 2 types of dots, one tuned for NIR and the other for SWIR.
But... let me now play devils advocate. Let's say I'm wrong about the VD55G1. You might ask why ST wouldn't specifically refer to that as having quantum film in the sensor stack when they do explicitly refer to it being in the SWIR sensor...
So, can anyone find any information that makes them believe the VD55G1 doesn't have a QD layer? And I'll see if I have anything else to backup my "assumption".
So, the VD55G1 doesn’t explicitly say it has a quantum film – it is my current assumption and I have to add “I might be wrong”. If so I will eat humble pie for the next month. I am still looking into it!
But the next one is more obvious…
Following this link tells us the other sensor ST just calls the “SWIR Camera” which is a “SWIR Sensor based on Quantum Film”…
https://www.st.com/content/st_com/en/campaigns/sensors-converge-2023-demos.html
I think this video about it has already been posted:
https://st-videos.s3.amazonaws.com/SWIR-sensor-based-on-quantum-film.mp4
There is also an interesting PDF about it which may have already been posted here. It says it is ST Confidential, but hey it’s on the Internet!... You will see some more specs about the sensor on those slides.
Search “ST SWIR technology for Agriculture EPIC on line meeting on Agri-Photonics”. Dated 14 March 2022 by Eric Mazaleyrat.
Happy to hear alternate opinions!
That's awesome XenOn, thanks for sharing.
The product looks made for mobile devices, smaller and better than competitive products. If launched now and currently being evaluated by the device manufacturers, I gues that's why they predict 2026 for mass adoption. We could see it used in many other products before then too.
Very exciting.