Member Info for Nanonano

It's actually the SWIR band material that's going through to scale up rather than the NIR, which is going through validation. That to me is significant as it is more likely to be for use in a handset than AR/VR, which I believe is more likely to be the NIR band, but the latter may not be far behind.

Four customers are in the NIR band and all five have materials in the SWIR band in development. Potential customers could be big names like Meta, Google, Qualcomm, Tesla, Snap, and/or possibly large electronics semiconductor manufacturers eg. potentially AMS/Osram , Texas instruments, Analog devices etc. They're all going to need sensors to give machines 'eyes'.

Probably nothing to do with QD's at all, probably an issue with some other aspect of the display.

Apple cancelled the planned project due to a design change, nothing to do with material performance which they were very happy with- that has been stated many times.

They also waived the cost of the manufacturing facility, which has enabled Nanoco to scale up faster and at less cost with STMicro, which doesn't come across as a dissatisfied former customer, far more a company that wanted this dog in the fight.

BOE not BOW.

I think it would have been easy for Samsung to put pressure on Taiwanese OEM's to drop any deal with Nanoco or its licensees.

AUO and co are facing a great deal of pressure from Chinese OEM's like BOW and CSOT and a subsequent diminishing market share, and Samsung buy a lot of screens from them.

We have no evidence of what went on one way or the other, I expect more will come out in the future depending on the outcome of the PTAB and subsequent court case.

As for STMicro, doesn't look to me like they're throttling back, more like doubling down.

Mothballed.

I believe it's the 19th May.

Shown as reduced by 0.4% on 26th April, so could have closed further since then, but currently showing as 0.19% short, a tad under 600k shares, about £170-180k worth at present prices.

https://www.shorttracker.co.uk/company/GB00B01JLR99/

Information on that was given in the interims. Simple answer was, we don't know- it largely depends on the end application. Could be a few thousand or hundreds of millions, or anywhere in between.

I'm hoping it stays low into next week for a cheeky top-up.

Reports from industry analysts like Yole are very helpful. Even the sample reports are useful, the full reports costiong thousands of euros. e.g. https://tinyurl.com/4nszntr3

Extended silicone can get into the lower end of SWIR around 1200nM. I'm not sure if that would be be sufficient for such an application, certainly beyond 1200nM, it seems to be a two horse race between InGaAs and QD enhanced silicone. The former still looks to be much more expensive and lower in resolution, but with a small sensitivity advantage which if projections are accurate could be eroded or even surpassed n the next year or two.

My thoughts are the SWIR range material is most likely to be used in an under OLED display sensor for face recognition on a handset.SWIR penetrates through OLED materials much more effectively than NIR, and will greatly improve face ID especially in strong ambient light conditions. Iphone 15 2023 is strongly rumoured to feature under display face ID sensor. e.g. https://www.macrumors.com/2022/03/22/iphone-15-pro-under-screen-face-id-rumor/

The second material in the NIR range is more likely to be for AR/VR for eye tracking and reading the environments, IMO, although SWIR may have some traction there too for gesture recognition.

Pointless speculation IMO. We will find out soon enough e.g. about three weeks or less.

It's five patents undergoing IPR. The 47 counts are the quantity of alleged infringements, not the amount of patents being challenged.

Volumes appear to be very small for such choppiness, someone giving the tree a shake a bit I suspect.

I think the price has held up well considering the last two or three days everything else in my share portfolio has been getting a walloping. Lot of unease in the markets at present.

Fingers crossed Nanoco are in the 16%.

I use Firefox with adblock plus.

This bodes well for future use in moble platforms.

http://www.thelec.net/news/articleView.html?idxno=3981

Try this for the first analysts call-

https://tinyurl.com/3cfy823n