Member Info for Nanonano

Samsung affair happened years before Apple got involved.

About October or November. Redacted image with the Apple address blacked out. https://postimg.cc/5HK6dKnJ

I think most lth’s are mindful of short term lifts and over enthusiastic sentiment, which swiftly turns sour when things cool down.

I’ve held for several years and there are plenty who’ve held for far longer, at present all we know is that there has been a low volume order to STMicroelectronics, who their customer is, is completely speculative. Sadly I think one or two on here are now presenting this in a way that makes it look like a fact.

”Yes BT said he won't be able to be ' bullied ' anymore !”

I would interpret that as being pushed about by infringers e.g. Nanoco to infringer- "please cease and desist infringing our IP", infringer- "Prove it, take us to court, oh wait you haven't got any money, ha, ha."

Are the MM's going round shareholders and threatening to break their fingers unless they sell?

Come on, same amount of shares in issue, someone buying, and someone willing to sell.

Okay that should have read Indium ar5enide. Clearly the forum software regarded that as a rude word.

cadmium isn't used in the infrared spectrum materials. the first gen materials are lead sulphide. competitors infrared dots are also lead sulphide- it's not exclusive to nanoco, although they claim to have a lot of trade secrets which make it easier to produce consistently at scale, which is important for larger volume manufacturing. next gen materials will be indium ****nide and later on indium antimonide.

i've read some debate that the infrared materials are technically nano particles rather than quantum dots.

" the handbags keep filling the board."

More like carpet bags.

I do wonder how much information passed from Dow, or its employees to Samsung. After all the facility was built right next door to Samsung, and Dow would have received a lot of information as a licensed partner.

"if Investors aren't using efficient tax wrappers that's not the companies problem surely?"

Depends on how much you have invested.

Company have already said they don't want to impose equity or capital on shareholders. How will they honour that if they favour one over the other?

Why does it matter what day in February (or before) the second payment is received? If Samsung wanted to fart about they'd have done so with the first payment too, and there was no sign of that. This is buttons to them anyway.

It's organic growth in the company that is key to a stable and sustained rise in company value. Nanoco are about a year behind the curve as a consequence of delays further up the supply chain, let's wait and see how quick they get to play catch-up.

Https://st-videos.s3.amazonaws.com/SWIR-sensor-based-on-quantum-film.mp4

It's really not in Nanoco or its shareholder's interests to have a product focused solely on one company and one product. We want to see these sensors proliferate everywhere. Someone like Meta getting in on the act would be very good news, as their pricing tends to shift a lot more units, even if they lack the kudos of Apple.

I wouldn't be at all surprised if one or two sensors in the VP are exclusively supplied to Apple, but I think many more QD enhanced sensors are likely to be standard items available to any company that wants to incorporate them, especially the external sensors.

"If VP why would they be standard sensors being used given the need for hand and eye detection? "

Well because that's what they're listed as being suitable for e.g. https://www.automation-mag.com/news/75067-stmicroelectronics-presents-new-global-shutter-image-sensor

Although it's possible Apple has an exclusive arrangement with STMicro for infrared sensors, I expect the vast majority of sensors in the VP will be standard items, and Apple are the first adopter.

Haven't seen any mention of sensors operating in the SWIR region yet, so potentially that may be a bespoke item. The rest I suspect are the items we've seen that are currently sampling and due for general release in March.

What Apple do really well is integrate hardware with software in an accessible way. Other companies try and ape this but always seem to fall short.

I'm not a PHD chemist, but a read of articles out there will tell you the fundamental issue.

Red and green electroluminescent QD lifespan is 20000 and 30000 hours respectively. Blue is 200 hours. That's really the issue, as you can't really create a true QDEL display with one-third of your pixels missing or using another technology.

So the requirement for true QDEL is a blue emitter with a minimum hundred fold improvement in lifespan. That's quite an ask, and it's been an issue for OLED display too, which is why true RGB OLED never caught on in large display format. My guess is it'll probably require some radical change in the materials used.

The tech which is more likely to succeed and become the big hit within the next decade or so is microled, possibly with red and green QD's correcting blue microled pixels in some applications, although the school is out whether native RGB microled (e.g. Porotech, Plessey etc.) will trump that technology.

I'll believe it when I see it.

The elephant in the room is the longevity of the material. The blue emitter lifespan is absolutely shocking.

I wager they'll still be talking about it being close ten years from now.

Probably years away from production ready models of QDEL. Remember seeing a prototype full colour 15" LCD panel by Sharp back in 1993. Picture quality was shocking, and it cost $4000 to make, it took years before they appeared in a product and they cost a king's ransom when they did.

Nothing has been confirmed with regards to the screen sourcing.

I would speculate that Sony are reluctant to increase OLED-Si capacity without first having some idea of future demand e.g. they want to see if the device is successful before considering increasing production volumes.

Also possible that BOE and SeeYa come online later in the year. I think the first Vision Pro's on the shelves are likely to use Sony screens.