Opportunities for Quantum Dots in Main Stream Adoption

An interview with Jeff Yurek, Product Marketing Manager at Nanosys, featuring discussions on growth opportunities, QDEF, and a three year market forecast

1. In your opinion, what are the major areas of opportunities for Quantum Dots technologies and is there something that would need to be developed technology wise to make the leap into full main stream adoption?

I think we are right there actually in terms of mainstream adoption. Recent product launches by major consumer electronics manufacturers have really helped to prove that Quantum Dots are ready. It should be clear now, not just in performance and reliability but scale and cost, that QDs are mainstream. It's actually pretty incredible to think that any consumer can walk into a store and buy a tablet for about 200 bucks with state-of-the-art nanotechnology in the display. So I think the question is not when or how but now that we're here, where can we take this technology? How do we make the next leap in display value- can we double the brightness, meet the rec.2020 color gamut spec, etc?

Photo-luminescent display backlights are really just the beginning for Quantum Dots, there are many other approaches and applications that are going to make this technology relevant for many years to come. This is actually why I'm looking forward to participating in this conference so much, I expect to hear a lot of great ideas from across the whole industry.

2. In a snapshot, what do attendees should expect to hear from your presentation at the Forum and what makes Nanosys technology so unique?

Most people don't realize that most flatscreen televisions can only display about a third of the color your eye can see. Nanosys quantum dot technology creates a visual experience that is much truer to reality by enabling LCDs to display 50% more color than the average display. In my talk I'll discuss how Nanosys developed Quantum Dot Enhancement Film (QDEF) to be a truly "drop-in" component for LCDs, meaning it does not require any changes to the manufacturing process, and I'll also look at how color gamut standards are changing to match the extra performance offered by Quantum Dot displays.

3. How do you see the Quantum Dots industry evolving in the next 3 years and what will it mean for color performance?

The next three years are shaping up to be a really exciting time for the Quantum Dot industry. We've seen the first products hit the market this past year with the Kindle Fire HDX and Sony UHDTV but this is really just the beginning. LCD manufacturers are really looking for the next thing to help them differentiate against OLED and Quantum Dots are it. Better-than-OLED color performance and very high brightness combined with LCD cost structure, leveraging the more than $150 billion in installed LCD capex, make Quantum Dots a perfect fit.

Over the next couple of years we'll see adoption of Quantum Dots in a wide cross-section of devices from smartphones to notebooks to monitors. Hisense even announced an 85" 4K Quantum Dot TV at CES in January that will make it to the US in September. So, again, really taking advantage of all of that LCD manufacturing capacity in a way that will be very difficult for OLED to match.

At the same time, we're also seeing a major change in the way that content is delivered. With major content distributors like Netflix backing them, broadcast standards are evolving to match both the high resolution and wide color gamut devices that are starting to come to market. Consumers are going to start to be able to have a truly cinema-quality color experience at home.

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