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Yep, solid. Nothing to see here but I'm happy they made reference to increased interest from OEMs for CFQDs for display again. It's usually a long and winding road from conception to mass adoption for new technolnogy. Just maybe the market is starting to head in the direction NANO imagined it would in the first place.

New client I asume Gotrader. Not heard the name mentioned anywhere before.

Microled is a future display technology - https://www.techradar.com/news/micro-led-tv

with some pretty big growth forecasts - https://www.marketdataforecast.com/market-reports/micro-led-market

IQE appears to be deeply embedding itself in the emerging field of microled display with the Prorotech partnership and now this one. Good progress.

Good stuff.

Good write up :-)

Well, 26,000 tons PA rate by Q1 next year isn't exactly the 30,000 we were guided for from September. Lesson in semantics between capacity and production?

Haha! Ten wrongs make a right.

Great update. I've previously expressed worry about the macro situation potentially disrupting roll out of cutting edge new technology such as STMicro's sensors. So far so unfounded :-)

Curious to hear of increased interest in the CFQDs. Some OEMs thinking of moving away from cadmium or covering their backsides in the light of the court case?

That's the implication Glengarth. Let's hope it's positive or at the very worst just a piece of mistimed admin.

Hmmmmm.

Unlikely. Hisense's QD range probably use cadmium based dots.

Good to see and we should get confirmation this month that we've hit 30K tpa production.

Huh, I completely missed yesterday's RNA after being away all weekend. Strong progress in sales and growth considering the macro picture and there won't be anything yet from the new strategic partnerships the company's signing. So, good early signs for a pick up next year and beyond but yeah, got to weather costs from streamlining operations which won't start having a positive effect for a while yet.

Great find Bermudashorts. Very encouraging.

Exactly :-) Was in agreement there where it was stated Nigel Picket was of that quality but didn't have one. The two appear to have become entangled (no pun intended). Personally I do think all prize giving is a bit silly. Can't see why that would be a big deal.

Innovate UK awards are used to move academic work into the market place as new products. As such they don't have a good record. The main problem it seems to me but I don't know what goes on behind the scenes obviously is that they are a very small amount of money for an early step that then has no follow up. They always seem to complete seccuessfully and then you never hear of the subject of the award again. They're not about recognising someone's achievements.

Several new QDTV ranges at IFA from the likes of Toshiba and Tesla. No word on whether the dots are cadmium free and obviously no word on who the suppliers are. My guess is cadmium based on the prices. Frustrated with the EU if that's the case.

Fair comment Feeks. I was maybe confusing the pivot away from other research lines to focus on sensing and display in 2019 with a more complete cut in research but note that the COVID test is another exception.

Recipients often say they are a millstone round their neck rather than being beneficial and in many cases for work they did decades before that they have long moved on from. Not always but often. In this case though I was just pointing out that awards neglect all the other good work done in a field. I don't think that will have offended anyone.

Well like all prizes Nobel's are a bit silly. There are many scientists who's work is just as good that go unrecognised so agree on Nigel Picket. I doubt he's in danger of leaving the company he founded and stuck with for 25 years. I've genuinely never seen anything interesting come of an Innovate Loan. By their nature they are very early stage funding and unfortunately don't get backed by larger support packages down the line. The good thing is seeing NANO do research again.