Member Info for Nanonano

I have an inkling that BT is punching over his weight. A competent CFO, but perhaps a little bit of the Peter principle in play when it comes to rising to CEO. An improvement on the previous dreamer, but I think the company woulkd benefit from a fresh face, as he's been tainted by communications leading up to the settlement. Not that I thought much of some of the board TH selected.

Communications still remain poor IMO, little information to really assess future prospects for the company. It remains a speculative punt for the future based on gen 2 materials that may or may not prove successful, bearing in mind competitors are circling all the time.

....that every part of the Vision pro seems to have been picked over, except for the sensors, which are a major part of what makes the Vision Pro perform the way it does. Barely even a picture of the mainboard. I think even the dismantlers have been suborned.

No information on the sensors at all, an interesting omission. Only a STM ARM based microcontroller in the battery pack. Irrelevant to Nanoco.

The RNS stated the order was for low volume application.

I think it'll mean either a leak of information of who the end user is, or another order of medium or preferably large volume to move the needle on this stock. With everything shrouded in the secrecy of NDA's, the market has nothing to place a value on.

I am cautious with regards to the demand for Gen 1 lead based materials, and think it will be Gen 2 materials that will bring in the large volume contracts, but I will be happy to be proven wrong.

“Nanonano knows a lot more than me“

Just for the record, I use nothing more than information which is in the public domain, and I am not some guru. I have no inside edge or advantage over anyone else posting on this board.

Their quest 3 article looked pretty comprehensive

https://www.ifixit.com/Guide/Meta+Quest+3+Chip+ID/165932

Perhaps ifixit will help with some clues even if Nanoco management remain silent.

https://i.postimg.cc/xCHcwsQc/IMG-0186.jpg

"could the AVP display be using QDs?"

No, it's using WOLED based micro OLED on silicone.

Next gen VP is rumoured to be using Samsung native RGB OLED on silicone, which will be brighter and more power efficient.

Too many on here just pumping nonsense, taking just a few snippets of research and portraying it as facts.

If it follows like other devices, possibly tomorrow we’ll see the first tear down, but it may take a few days.

I was referring to the board detailing what chips the dots were going in, not which product the chips were being used in. The truth will be revealed eventually. We should find out fairly soon who makes the sensors in the AVP, but we still have to speculate which STMicro products are using the nano materials.

Microled on iphone? Not anytime soon I suspect, OLED with a new material from Samsung is reportedly in the works, but that's not Microled. An Apple watch is most likely to be the first device to use microled. Whether it will use QD's depends on the method used e.g. an all blue or UV subpixel with QD colour correction, or whether they'll go for something like Porotech's system which uses led's capable of driving RGB on all pixels.

An alternative could be that QD's could be used on such a display not for the visible spectrum but for infrared, to enable the full screen touch unlock, notchless face id etc. Gen 2 materials I think though. So from 2026-27 at the earliest.

If Nanoco want to be more open, then they could make a start by confirming what STMicro chips are using their materials. Is that too much to ask?

As always listen to what the ceo isn't saying.

They're only saying that if say STMicro refuse to name their customer, or that customer, e.g. Apple, tells STMicro they don't wish to be named. He isn't saying that if Nanoco know who the end customer is that they'll pass that information to investors. After all Nanoco know who the Asian customer is, but they're not telling investors, and the European customer has only just been renamed after three years in stealth mode.

If Nanoco are going to hand out a cash dividend, I think it would be more sensible to do so once we roll into the next financial year in early April, as that would give investors over 18 months before the taxman wants his pound of flesh.

Bearing in mind Nanoco they don’t know the end application, I don’t see how they can say with confidence what the end device is. Would be helpful if they at least named the STMicro devices the QD’s are earmarked for ( surely they know this), instead of leaving shareholders to speculate.

The Humane AI has a sensor suite that I’d expect to use infrared light. Whether it require QD enhanced sensors is debatable. Certainly the Vision Pro looks to me to need sensors operating beyond 1000nm, which is where silicone tends to drop off a cliff. Even at 940nm , efficiency can be hugely improved with the addition of QD’s at that bandwidth. That will improve range, sensitivity , accuracy and power use. All important in a battery powered device with a class leading user interface. Consequently it looks like the most viable candidate.

I hope it's not the Humane AI pin- I don't see that doing well at all. I can see aspects of its design being used in other more established devices, but alone it looks too restricted and expensive to ever catch on IMO.

That should have read humane AI pin.

Knowing our luck the sensors will be for the Human AI pin.