Samsung posted blow-away second quarter results today with operating profit of nearly $7 billion, up 17% over the year-ago quarter. The results also came in above street consensus of about $6.2 billion. Analysts attributed the gains to better profitability in the smartphone division as well as the hot-selling SUHD TVs with Quantum Dot technology licensed from Nanosys.
According to a report in the Korea Herald, the Quantum Dot TVs helped the consumer electronics division generate over $850 million dollars in profit for the company...
We had a great time hosting AVS Forum as part of a recent Samsung Family tour stop at our Silicon Valley HQ. Great piece here by Mark Henninger, who managed to capture some videos from the event as well:
If you are an AV enthusiast, you have likely heard of quantum dots by now. These nanoscale semiconductor structures—the size of molecules—have optical qualities that are harnessed to vastly expand the color expression available on consumer televisions. During a recent tour of a Nanosys, Inc. facility in Silicon Valley, I had an opportunity to see firsthand how these microscopic particles are manufactured.
CNET's Geoffrey Morrison spoke with Nanosys recently about the possibilities of Quantum Dot LED or "QLED" displays:
"there's a new TV display technology on the horizon called QLED, and it might be even better than OLED. Short for "quantum dot light emitting devices," QLED has the potential to match the "infinite" contrast ratio of OLED, with better power efficiency, better color and more.
QLED could be the next big thing in TV tech. Samsung, the world's number one TV maker, has confirmed that it's working on developing QLED TVs for the commercial market, while continuing to deny it has plans to mass-produce OLED."
Veteran display industry Sweta Dash of Dash Insights shared her thoughts on trends among emerging display technologies at a recent SID Northwest meeting. If you are not familiar with Ms. Dash's work, she was instrumental in establishing IHS display research business. She's now struck out on her own and it's great to hear her take on Quantum Dots:
...to Dash its really QD technology that will take the lead here, with it's potential to deliver an "emotional experience" to the consumer that will increase demand and drive the next generation of TVs forward (not OLED...) With the subsequent generations of QD applications, (including integration into the LED itself) the LCD can morph again and again, creating that elusive moving target and making it difficult for OLED to keep up, let alone dominate, in the king of display markets known as the living room TV.
DisplayDaily's Ken Werner goes looking for DisplayNews at CEWeek 2016 and finds Nanosys Quantum Dots amid all the headphones and drones the show is known for!
Nanosys's Jeff Yurek stood in front of a Nanosys quantum-dot enanced Samsung TV and another company's OLED enthusiastically explaining the benefits of quantum dots to a member of the press corp who does not go to SID Display Week and made no secret of the fact that he was extremely impressed.
Quantum dots (QD) are a technology on the rise for display manufacturers, and some of the major leaders in the field showed their latest technologies during SID Display Week 2016.
For example, Nanosys, Inc. introduced its new Hyperion Quantum Dots material system. Mass production of QDEF products using Hyperion Quantum Dots is expected in early 2017...
IHS has a new blog post up on the rapidly growing market for Wide Color Gamut displays. Two technologies, Quantum Dot and OLED are currently competing in the space. According to senior IHS analyst Richard Son, Quantum Dot display shipment area will reach 13.4 million square meters in 2018 or 50% more than total area projected for OLED screens.
Samsung recently brought HD Guru and a group of technology reviewers out to the Nanosys manufacturing operations in Milpitas to meet Jason Hartlove, Nanosys president and CEO, to find out more about what’s going on with his company’s approach to quantum dots and the Samsung/Nanosys plans for new technologies like QLED just ahead of us.
Read our Q&A report with Hartlove after the jump
Experts expect that QLED TVs will come out as early as two years.
Jason Hartlove, CEO of Nanosys, the number one quantum dot producer in the world, also said, “We are currently developing quantum dot materials to be used in QLED. QLED TVs with quantum dot technology will be released in three to five years.”
ReTHINK Technology Research looks at Nanosys new Hyperion™ Quantum Dot solution:
Nanosys, one of the oldest US innovators around quantum dot technology, has introduced a new material which it says is a significant breakthrough in reaching the BT.2020 spec for the wider color gamut in TVs, especially in Europe This is a film version of the technology or Quantum Dot Enhancement Film (QDEF) for laying over LED backlights, to generate intense color when LEDs shine light through them.
Industry analyst Chris Chinnock visited Nanosys' booth at SID DisplayWeek and walked away impressed with Hyperion Quantum Dots, Nanosys' RoHS compliant solution for BT.2020 displays:
Nanosys, for example, has developed a “hybrid” solution they call Hyperion Quantum Dots, which mixes cadmium-free red and cadmium-based green quantum dots into a single film. They showed a side-by-side demo on the show floor with identical TVs and image performance (90+% of BT 2020). (...) This should be a big deal as compliance is a big driver in QD adoption. Mass production is expected in early 2017.
Consumer Electronics Daily caught up with Nanosys CEO Jason Hartlove at DisplayWeek for a great interview on the current state of Quantum Dot and OLED technologies for TV
“Four years ago, “if you came to one of these conferences, no one talked about wide color gamut,” Hartlove said. “Absolutely no one. Everyone told me I was crazy to even think that wide color gamut was something that people would be interested in. So there we were four years ago, a little voice in the wind, talking about how this was an important attribute.” Instead, back then, “everyone was talking about how OLED’s black level was awesome,” he said. “But fundamentally, that’s not something that matters to people. It’s not so much a question of how our campaign is doing, but it’s a question more of whether or not the thing that we are offering has a value that resonates with people. Fundamentally, we know, a lot of user study, a lot of data that 3M has collected, a lot of data that our other partners have collected, that shows that absolutely people prefer when their set is able to render colors in a more lifelike fashion."
DisplayDaily's Bob Raikes on Nanosys next-generation Quantum Dot technology, which can replace the color filters in displays, leading to big gains in power efficiency:
Yesterday, I heard that idea again, from Jason Hartlove of Nanosys, which makes quantum dots. The idea was that it was very inefficient to put the QDs into a backlight and then pass that light through a colour filter and throw away at least two thirds of it. Why not put the QDs in the place of the filter and simply use blue for the backlight? That was the idea that I had back in 2013, and that Nanosys is now thinking about.
“Picture quality”—as defined by wide color gamut—was the most important user care-about, according to surveys by IHS. And this sets the stage for competition among OLEDs and quantum dots in next-generation TVs.
Nanosys co-founder Dr. Paul Alivisatos awarded National Medal of Science by President Obama at the White House today! Dr. Alivisatos is one of the early innovators of Quantum Dot technology for displays. Congrats Dr. Alivisatos!!