Member Info for Nanonano

Amen to that.

Also worth remembering that a license would cover worldwide market, not just North America, which according to Nanoco's last update accounts for about a third of Samsung's market.

Additionally the forthcoming QD-OLED and QNED TV's employ QD colour filters, and they need far more dots per set- approximately 6-10 times the amount.

Production levels will be lower than QD enhanced LCD (QLED), but with figures of around 2-4m sets per annum for QD-OLED and probably similar or higher figures for QNED, you're looking at the equivalent of 18-30m QLED sets with regard to QD's used, and that's per year not for the past five years.

My thoughts are that Samsung are probably now also supplying TCL with QD's or QD film, as they are making LCD screens for Samsung (who also own a substantial stake in TCL) for their QLED range. No evidence to confirm that however.

The amount the funder gets is capped after a certain amount of award. we don't know what that cap is, but some have estimated a possibility of $100m, based on the approximate cost of litigation being around $10m and a ten to one ratio.

Naturally the award could be greater or less than that.

Legal action is funded independently of Nanoco. The legal dispute can run its course regardless of Nanoco's financial situation, although they have around two years before the situation of finance rears it's head again. Even if the dispute isn't settled by then, we should know a lot more about the outcome- the Texas courts tend to reach a resolution within a couple of years, that's assuming this case is the within the few percent of cases that reach court.

Have you done any research of your own, as this information is readily available.

Already nine months into that process.

I agree, Apple behaved honourably. Sometimes products don't work out, we don't know the reasons for dropping the product, but it seems that Sony developed an alternative sensor that perhaps Apple considered was good enough and could be produced less expensively perhaps?

I think the main thing that annoyed shareholders, especially longer term holders was that the CEO had sold the majority of his shareh9olding less than a month before, and only a few weeks after delivering a very bullish interim update. i dare say it was a major factor in relieving him of his post.

With regards to life sciences, looking at changes in personnel it seems that area has taken the brunt of the cull, so i would suggest any future development there may be much reduced if it ever happens at all. Any significant revenue from that was always years off anyway.

The sensor contract has the potential to be far more lucrative in the short to mid term, but naturally there is risk that the product may not make it to production, however R&D should be heavily advanced, almost 'oven ready' to coin a much over used phrase, bearing in mind the Apple device was about to go into scale up shortly before they pulled the plug.

Sadly beyond Samsung it seems no one else is much interested in CFQD at present, or if they are they're not letting on. So really the Samsung case is pivotal to large revenue. They do control over 80% of the QD display market, and that looks to massively increase next year e.g. https://www.displaydaily.com/article/display-daily/samsung-visual-display-division-forsakes-qd-oleds-in-favor-of-mini-led-tvs

Manchester University.

BOE are huge,a nd getting bigger all the time. they have a contract with Apple for Iphone 12 OLED displays, so no second raters, as Apple won't touch poor quality- they rejected LG oled displays owing to inconsistency of production.

What I find interesting is that there seems to be little mention of this this AMQLED tech beyond a couple of tech articles. Respected sites like Display Daily have no mention, so it makes me wonder if the story is accurate. We'll find out in time I guess, but if it is the case they've commercialised ELQD, then they've managed to leapfrog the competition by several years, which seems unlikely to me.

https://www.researchsnipers.com/boe-launches-worlds-first-amqled-4k-display-in-55-inches/

Lee Kun-Hee had been comatose for the past six years, consequentially I wouldn't expect any sudden swing in management policy.

I think AR will be the biggest market, ultimately.

I still believe that Display and Sensors (should the latter find a market) will be the main revenue earners for the foreseeable future.

Agricultural lighting and health/biological uses for any significant revenue are further down the line, I think, assuming they ever scale at all.

Markets are all over the place at present.

https://www.wsj.com/articles/samsung-chairman-lee-kun-hee-dies-at-78-11603593057

I think most of the so called conflict among Samsung divisions is just theatre, orchestrated to confound bystanders about what is really going on behind the scenes.

We don't need ME back, we need some sales. Something unrealised to any measurable degree under his tenure.

March ‘21

The share may well continue to fall to the lower level so long as there are holders willing to sell at that price. Precious little to break its fall at the present time.

They're nowhere near commercialisation of ELQD. They have to increase life by about fourfold before they can match existing technologies, and often with tech getting that last 5% can prove more troublesome than the previous 95%. I reckon it'll be well into the 2030's before ELQD makes any appearance. The QNED tech looks the most promising to me for large screen display.

What was it in my posts that merits any conspiracy theory?