Stephan Bernstein, CEO of GreenRoc, details the PFS results for the new graphite processing plant. Watch the video here.
In the specific case of SID yes it is surprising. If there was one annual event to attend for a material supplier to the display industry it would be that one. They weren't and it would indicate to me that the pipeline display industry programs that were being touted by Nanoco until recently have failed. Whether commercially, technically, or both, Nanoco seems to be struggling to make headway in a market that is finally moving.
https://www.avforums.com/news/quantum-dot-oled-panels-proving-tricky-for-samsung.16224
Current iterations don't include Nanoco dots - the prototype displays (monochrome to date) which Nanoco may get involved in and are looking to be incorporated were only just recently demoed. Next year would be ambitious and its not clear Nanoco can pattern the dots PR/Ink anyway.
That's my understanding screenlearner. Makes sense as production line for want of a better word was only being physically installed during this 6 month period. Scale production (if successful) procedures etc etc etc being established next 6 months. Then wait to see if demand at all. Lots of its but no expectations of orders before 2020 calendar year.
Https://semiengineering.com/microleds-the-next-revolution-in-displays/
Nano have previously stated development to improve brightness required to service market for 8k. Note neither Merck, DD nor Nano claim they can provide a viable alternative that competes fully or have I missed that statement in their ROHS statements. All sounds like under development still and Nano apparently currently distracted. Sensors promising but display the real volume market for QDs.
Not sure I follow BBD - based on those commercially available numbers referred to; Nano has fairly comparable FWHM performance but far lower QY numbers.
As I understand the basics and very simplified - FWHM is related to how consistent the structure of the dots is - both individually and within a sample. The more uniform, the narrower the FWHM figure. This is why generally the larger the dot (red) the broader the FWHM (the larger a dot the more possibility of defects within and also between dots in a batch). Green less so (smaller). Blue narrower (even smaller). QY is how efficient a dot is - brightness - this is related to to some complex mechanisms going on but addressed by the shells that are grown around the cores.
I'm not sure Nano have a really commercial product yet - I'm sure I have read somewhere 85% QY is a minimum expectation for application. I've also read QY reduces once incorporated into resin/film which seems obvious. Samsung at 95% QY maybe still meets 85% once incorporated - Nano dots surely can't.
Faced with a poorer performing product with a (presumably) higher cost not surprising Nanosys seem to have cornered the market outside of Samsung/Hansol? Not one manufacturer has progressed to anything commercial with Nanoco despite reported projects.
https://www.oled-info.com/microdisplay-technologies-ar-and-huds
https://www.displaydaily.com/article/display-daily/sid-display-week-an-impressionistic-view
Nanjing still able to produce product for Asia, Africa, America though arent they? Figures of sales skewed possibly for Europe. Other countries may follow suit eventually but seems everyone's playing for time maybe. Then Osram joins the microled party (Maybe with cad qds? Https://www.electronicsweekly.com/news/products/displays-2/osram-joins-german-micro-led-display-project-2019-04/