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https://www.china-certification.com/en/new-regulations-in-china-on-the-rohs-standard/
New regulations in China on the RoHS standard
Tuesday, September 3, 2019
China RoHS allows producers and importers two new ways to meet the China RoHS standard from November 1, 2019. The Chinese RoHS, similar to the European Standard, is applied in China to ensure that products imported into China are free of hazardous substances.
Before the new regulation, RoHS certification in China was voluntary, now it is officially required to have RoHS for the following 12 product categories: refrigerators, freezers, air conditioners, washing machines, kettles, printers, copiers, fax machines, televisions, monitors, computers, radios and mobile phones, telephones.
The above 12 product categories must not contain any of these substances or their compounds that are banned in China: Lead, mercury, cadmium, hexavalent chromium compounds, polybrominated biphenyls and diphenyl ethers and other hazardous substances regulated by the Chinese government.
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https://www.china-certification.com/en/china-rohs-certification/?noredirect=en_US
From link above, I presume it means at same levels where EU RoHS allow post eliminating Cd exemption completely (100 parts per million or 0.01%). If so it would seem China are leading the way and good chance EU RoHS will follow at last?
Not surprising with the Cd contamination in China.
Interview with Paul Gray - Lead TV Research @ IHS Markit
https://www.youtube.com/watch?v=mHyenvDfkRk
New Dual Cell technology looks impressive - (an additional HD LCD panel in-front of the back-light for ~2mil dimming zones). Black levels look very good.
Interesting talk of the energy efficiency issue with 8k LCD (I think this is Nanosys argument in their consultation.)
https://rohs.exemptions.oeko.info/fileadmin/user_upload/RoHS_Pack_15/3rd_Consultation/contribution_Nanosys_RoHS15_Ex_Joint_Cd_QD_20190512.pdf
'if you go and look at some of the energy performance of 8k screens they're using a lot of power, so 65 inch up, 500 watts is getting very very close to the legal limit of what you can have on a TV in Europe so 8K has an energy consumption problem and ways that people can use to reduce the energy consumption are going to be critical'
Another article.
https://www.channelnews.com.au/exclusive-8k-tv-energy-netflix-4k-streaming-a-real-concern-in-oz/
I thought it funny him describing TV tech depending on consumer tastes -
'it depends on what you like yeah, it's like saying what's the best car in the world yeah, okay a ferrari scuderia is a pretty great car unless you want to take three bags of cement home from the builders yeah in which case is a pretty terrible car and it's about what's appropriate for what you want' :)
Could Jay Smith's cryptic tweet 'S3' refer to 'S3 Ventures' based in Austin, Texas (like Factom) around 20mins away?
https://www.s3vc.com/
Good points ddubya.
Interesting Nanoco's latest patent (published) 'Template-Assisted Synthesis of 2D Nanosheets Using Nanoparticle Templates' mentions Graphene amongst others. Maybe related?
https://worldwide.espacenet.com/publicationDetails/description?CC=KR&NR=20190100275A&KC=A&FT=D&ND=3&date=20190828&DB=&locale=en_EP
Abstract of the disclosure.
A template-assisted method for the synthesis of 2D nanosheets comprises growing a 2D material on the surface of a quantum dot substrate that acts as a template for nanosheet growth. The 2D nanosheets may then be released from the template surface, e.g. Via chemical intercalation and exfoliation, purified, and the templates may be reused.
BACKGROUND OF THE INVENTION
1. Field of the Invention.
[0001] The present invention generally relates to nanoparticles. More particularly, it relates to the synthesis of 2D layered materials (or "nanosheets")
[0006] 2D nanosheets of TMDC materials are of increasing interest for applications ranging from catalysis to sensing, energy storage and optoelectronic devices.
[0083] Applications of nanosheets may include, but are not restricted to: photoluminescence applications; electroluminescence applications; photovoltaic applications; catalysis; sensors; heterostructure devices; and use in devices such as field-effect transistors and photodetectors. The nanosheets may also be surface-functionalized for use in biological applications, such as biological imaging.
In anycase, this is the IP I am most interested in '2D Materials' (electronics industry, pivot away from display) and maybe why Apple choose Nanoco - many other QD companies more focused on Quantum Dots alone?
The development of a graphene based broad spectrum image sensor
https://www.youtube.com/watch?v=DQ-g6gzrtb4
The University of Manchester are part of the Graphene flagship project (Consortium).
https://graphene-flagship.eu/project/Pages/Consortium.aspx
From 2nd May 18 RNS.
https://investegate.co.uk/nanoco-group-plc--nano-/rns/launch-of-nanoco-2d-materials-ltd/201805020700108009M/
'Dr Nigel Pickett, CTO and co-founder of Nanoco, said:
"By combining Nanoco's expertise with the knowledge base from Professor Novoselov's lab we have been able to push the boundaries of material science to come up with a new generation of versatile 2D nano-particles and are now utilising Nanoco's 15 years of scale-up expertise on methods to produce them at commercial scale.'
Listening to video it would seem the Graphene Based Image Sensor (Camera) would remove the need for an separate Front Camera and Infra-red camera (iphone X)? https://www.eetimes.com/document.asp?doc_id=1332274
Just a guess it may be this.
Graphene and quantum dots put in motion a CMOS-integrated camera that can see the invisible.
https://www.youtube.com/watch?v=_uGGjAUEWjM
'ICFO researchers have developed the first graphene -- quantum dots -- CMOS integrated based camera, capable of imaging visible and infrared light at the same time. The camera will be useful for many applications that include night vision, food inspection, fire control, vision under extreme weather conditions, to name a few. The imaging system is based on the first monolithic integration of graphene and quantum dot photodetectors with a CMOS read-out integrated circuit. It has proven to be easy and cheap to fabricate at room temperature and under ambient conditions, allowing for low-cost mass-production.'
Hadn't seen this before (maybe missed) but based on what we now know with Apple (supposed to be IR Automotive sensor?), could this be the application for Nanoco's novel nano particles? (not QD's, thanks basscadet).
https://www.printedelectronicsnow.com/contents/view_breaking-news/2017-06-12/graphene-flagship-researchers-integrate-graphene-quantum-dots-with-cmos-technology/47774
From link above - 'By creating a hybrid graphene and quantum dot system on a CMOS wafer using a layering and patterning approach, the Flagship team solved a complex problem with a simple solution. First the graphene is deposited, then patterned to define the pixel shape and finally a layer of PbS (Lead Sulphide) colloidal quantum dots is added.
It doesn't matter, time to let the point go I think (though it still irks). Getting caught up again.
On balance, maybe being unfair without knowing circumstances.
Enjoy the weather, that's my advice.
My eyes nearly fell out of my head :) He must being getting a great rate on any loans with that paydeal. It's incredulous to me. Got to wonder what these loans are for - in the past someone mentioned (in jest) ME waving as he flew past in his aeroplane. Is this bs or is he a pilot? Anyone know?
https://finance.yahoo.com/news/did-nanoco-group-plcs-lon-145536745.html
I read this and laughed a little. Sorry.
I agree Basscadet - although my outlook hasn't changed and the risk remains. It appears the US Customer (Apple) has no need for the plant in the short-term anyway (why it has written off the repayment liability) and fits with the rumoured iphone 12 feat. TOF camera
https://www.macrumors.com/2019/07/29/kuo-2020-iphones-3d-sensing-rear-cameras/
I would have thought they would have extended the time-line for repayment, imv.
https://www.futuremedicine.com/doi/abs/10.2217/nnm-2018-0524?journalCode=nnm
Testing InP-based QD for cancer biosensor using poor mice.
https://www.mdpi.com/1996-1944/12/14/2267/pdf
Research/testing of Cu-Doped InP-based QD's for ELQD application (I think)
Reading this gave me the idea as to poss. why Plessey state 'if Micro LED pixels are smaller than 5µm, current QD materials will not be able to apply'. Could it be the thickness of the shell (or barrier) to protect the QD from environment eg oxygen would presumably make the QD > than 5µm? Just guessing (maybe wrong) but kind of makes sense?
Thanks for posting Troublesome, i read the article again. I was surprised the French were testing InP-based QD's for possible use in biosensing or 'real-life applications' using a thick shell as per your post. I agree Indium or Indium compounds are in themselves toxic. https://en.wikipedia.org/wiki/Indium.
Lot's more research needed I would imagine whatever the core/compound for use in bio market.
Crow2, I read your patent link - I agree in it's a little ambiguous and meanwhile Nanoco have said their CFQD don't contain InP. Whether they do or don't, I don't think it matters as I don't see a restriction on InP anytime soon (lots applications even lidar poss.) and agree with your view - it's a gamble atm with no visible short-term revenue.
Crow2, while I agree with most of your post, my understanding is Nanoco's CFQD's use Indium as the core (not Indium Phosphide) so presumably would not be included in an InP restriction (still doubtful imo).
Also just to clarify I meant ROHS compliant Cd-based QD's (100ppm I think) will still be permissible for use up until mid 2021 should a Cd-ban be enforced.
-Interesting post Troublesome. I had not seen that research article.
nigwit
09:53 Nanosys invested heavily in a Cd-based plant in 2015 using money provided by Samsung, who presumably retain a stake in the company having first invested in 2013. hTTps://www.pehub.com/2015/06/samsung-venture-invests-in-nanosys-again/ hTTtps://www.nanosysinc.com/news/2015/3/17/nanosys-doubles-production-capacity-for-quantum-dot-displays-in-2015 However, instead of using Nanosys Cd-based dots Samsung went with Hansol's Indium Phosphide QDs instead. Now Indium Phosphide is being considered for restriction by RoHS. hTTps://rohs.exemptions.oeko.info/index.php?id=292 This may open the door for Nanoco to supply their non-toxic Indium alloy based QDs to the whole display industry. And why, if Nanosys are truly prepared to manufacture heavy-metal free dots, do they find they need to support the extension of the exemption to the cadmium ban? hTTps://rohs.exemptions.oeko.info/index.php?id=316
In researching this post it's interesting everything the poster says is true but hasn't given a date of when all this may come to pass and very much depends on an Indium Phosphide ban which I find highly unlikely in the short or medium term esp considering the length of time Cadmium has been extended. Not forgetting Cd-based QD's will still be permissable for use up until mid 2021 should a ban be enforced.
Please correct me if I'm wrong but my reading of Nanocos consultation pdf dated 15/06/18 is their support for the use of InP Phosphide arguing were it to be banned 'this would lead to an absurd situation where Indium would be replaced by Cadmium which is a more toxic substance for both human health and the environment.' It's true they have a non-toxic InP alloy based QD but from my understanding they are yet to match the performance eg colour gamut (DCI-P3) of Cd or InP-based QD's - and according to Nanosys's consultation, HeavyMetal-free QD's lack the power efficiency etc of Cd-based or InP-based QD's although I'm not too sure on this - I think it may be more display performance etc.
On a quick glance at the 16 co's (inc Nanoco) consultations, I can't find 1 that supports the ban of Indium Phosphide - many stating (if not all) no substitute is available or 'substitute of InP by other semiconductor materials in some wavelength range could be physically impossible due to the diff. in the physical property, in particular, the bandgap energy.'
A small number quoting Gallium arsenide as 1 poss. alternative but only applicable in some minor applications not sensitive to the emission wavelength of a laser. One company even stating 'We cannot but feel a sense of incongruity in current consultation that seems as if to premise a restriction.'
It's a good positive post on Nanoco's future long-term potential although I find it a far too optimistic and the short-term gamble remains imv. Maybe I am wrong and the poster Nigwit is correct - if so I am happy to concede the point but the chances of Indium Phosphide being banned anytime soon is very slim
You could be right Nige_W. It's all a gamble atm. I agree Nanoco's scientists are top notch and my hope/feeling is the US Customer will continue to support Nanoco in funding research of Nano particles in the short term. Regarding takeover, I accept anything is possible. ATB.
I am constantly looking for the short-term investment case here having been a past investor. There is definitely potential whether medium to long term I have no doubt nor do I believe Nanoco will go bust. Excellent posts from some LTH's sums it up for me perfectly in the high risk of a short-term raise esp imv considering the high % of revenue lost to the US customer while the gamble remains of a further deal emerging.
Nigwit suggesting on the other board Wah Hong with their 'perky' sp and the possibility of AUO AMVA monitors with 90% DCI-P3 colour gamut could be Nanoco's QDs to me is also a bit of a stretch. Correct me if I'm wrong LTH's but haven't we been here before, last year (I think) with the Acer Predator gaming monitor we all hoped contained Nanoco's CFQDs?
A lot will depend on the outcome of the ROHS extension imv although I can imagine the OEMs not switching until nearer mid 2021 when the Cadmium Dots are still legal should no ROHS extension be granted.
Nige_W, I don't get why Samsung would buy Nanoco considering their Ventures division have invested in Nanosys (LG Display too) and currently license their IP?
I agree it's hard to value the IP - I'm more interested in the unique nano-particles research compared to Nanocos CFQD's where the competition (Nanosys, Avantama) and advancements in tech (eg ELQDs) are great, together with the dependency on OEM's timelines.
I'm still searching for anything Nanoco related and found mention of them together with Nanosys in this patent from Fujifilms. They have tested Nanosys's QDEF film and Nanoco's QDs used with Merck's film and are entering into the QD film foray with their own thinner film although who's QDs they will use is anyones guess?
https://worldwide.espacenet.com/publicationDetails/description?CC=US&NR=2019204646A1&KC=A1&FT=D&ND=3&date=20190704&DB=EPODOC&locale=en_EP#
https://www.japanchemicaldaily.com/2019/06/28/fujifilm-looks-to-enable-narrow-bezel-displays-by-providing-thinner-quantum-dot-film/