RE: Hansol14 Feb 2021 09:27
This is from a 2017 Edison report
Hansol (014680: KRX, market cap £660m, FY15 revenues of £196m) is currently the primary
supplier to Samsung. It uses CFQD technology developed by Samsung and therefore we believe it
is likely to be a captive supplier to the electronics giant. The company is reportedly in the process of
building a second facility in anticipation of increased demand. Samsung announced its flagship
next-generation QD TV, QLED at CES 2017. Despite the brand name, it appears that this
architecture is also LCD-based, using a proprietary back lighting technology and a new generation
of quantum dots coated in an alloy to improve longevity. We understand from Nanoco’s
management that Nanoco has also developed and has IP rights over a similar technology and thus
believes that it would be able to supply QDs for this architecture.