Nanoco Group Plc · LSE:NANO
Nanoco — KIDS QD & PV Workshop 2018
21 slides from Nanoco's conference presentation, Feb 9, 2018
Slide 1: KIDS QD & PV Workshop
KIDS QD & PV WORKSHOP 9th Feb. 2018
Slide 2: Disclaimer
DISCLAIMER The following presentation is being made only to, and is only directed at, persons to whom such presentation may lawfully be communicated (“relevant persons”). Any person who is not a relevant person should not act or rely on this presentation or any of its contents. This presentation doe
Slide 3: Company Overview
COMPANY OVERVIEW • Pioneer and world leader in the development and production of cadmium-free quantum dots (CFQDs) • Scalable "platform technology" with multiple markets and product applications • Extensive patent portfolio, c.600 patents granted / pending • Main focus to date is the display market;
Slide 4: RoHS Update
RoHS UPDATE • The report from Oeko-Institute recommended a further 3 year extension, but after concern from Member States and environmental NGOs the EC decided to end their use in LED lighting and give the minimum period of 2 years only for use in displays • Cadmium-based quantum dots in displays wi
Slide 5: Display
DISPLAY
Slide 6: WCG: The New Opportunity
WCG: THE NEW OPPORTUNITY • Brands need to differentiate in order to maintain profitability • Good growth in WCG display demand is expected to continue with UHD adoption • Huge opportunity for innovative brands to establish themselves in the growing sector Total display market share of WCG by 2020 WC
Slide 7: Growing Market for CFQD
GROWING MARKET FOR CFQD • Benefits of CFQDs o WCG displays for 4K, UHD, HDR, gaming, streaming, photos o Integrated into existing LCD technology – one of the most cost effective solutions (QD films) o Consistent and accurate colours across product range o Lightning fast response times and refresh ra
Slide 8: Multi-Channel Strategy for Display
MULTI-CHANNEL STRATEGY FOR DISPLAY • Licence fee, royalties • Revenue from • Royalty on Dow Nanoco Runcorn produced on sales of Merck sales Non- produced product CFQD resin + • South Korean exclusive royalty • Merck evaluating factory producing Licensees • Focus on worldwide large scale production &
Slide 9: Display Commercialization
DISPLAY COMMERCIALIZATION • AUO showed line of next generation 8K and 4K TVs equipped with Nanoco CFQD Fine Colour Film at Touch Taiwan • Film produced from CFQD’s produced by Nanoco in the UK and coated onto film by Wah Hong in Taiwan 65” CFQD 4K TV 85” CFQD 8K TV 75” CFQD 4K TV Nanoco Confidential
Slide 10: Monitor Market Is Shifting
MONITOR MARKET IS SHIFTING • Increasing growth in >25” • Gaming monitor: monitors, from 13M to 20M by • 3.9% of monitor market by 2017 end of 2017 • 2M sets expected in 2017 20M units 2M units >25” 13M units 1M units 2015 2017 2015 2017 • UHD sets to increase to 13% share • HDR10 monitors just getti
Slide 11: CFQD Response Time
CFQD RESPONSE TIME • TVs & monitors moving to High Frame Rate (HFR) with 144hz & above • CFQD® quantum dots has response time of nanoseconds display is not limited by the material • In comparison KSF/red phosphor has decay time of 13 milliseconds • CFQD® films are the ultimate HDR, HFR, UHD & wide
Slide 12: Continuous Innovation
CONTINUOUS INNOVATION QD Film QD Colour Filter QLED (EL-QD) •Continuous improvement •QD enabled colour filters •EL QD in CFQD quality to meet for LCD TVs •Nanoco / Kyulux display demands •Improved colour gamut, agreement •Aggressive reduction of brightness and viewing angle •Direct competitor to OLE
Slide 13: Solution Based CFQD QLED (EL-QD)
SOLUTION BASED CFQD® QLED (EL-QD) • Solution processing is a game changer for display • Ease of manufacturing – high throughput, large scale • Compatibility with lightweight, flexible substrates • Requirements of CFQD® quantum dots for PL applications are different to those for EL applications • Spe
Slide 14: Other Markets
OTHER MARKETS
Slide 15: Lighting for Health Care & Horticulture
LIGHTING FOR HEALTH CARE & HORTICULTURE • Nanoco lights won CES 2017 Innovation Award • Agricultural, health care and beauty • Easy product integration & colour tuneable • Customisable film sizes and shapes Customized photosynthesis • Each of these molecules absorbs at slightly different wavelengths
Slide 16: Lighting for Plant Growth
LIGHTING FOR PLANT GROWTH Blue LEDs combined with red Advantages CFQD® quantum dot film, to only emit the colours of light • Quicker plant growth needed for plant growth • Higher production yields • Space saving Unlike other light sources that • Year round (non- filter out the green light, the seaso
Slide 17: Nanoco Life Sciences
NANOCO LIFE SCIENCES • Focus on in vivo imaging, diagnostic and targeted therapy of cancer • Positive results shown including: o No signs of toxicity were observed in rodents after high IV doses o Vastly improved tumour demarcation when compared to industry standard dyes (ICG) • Strong IP portfolio
Slide 18: 2D / Nano-Materials
2D / NANO-MATERIALS • Nano material development is a core competency of Nanoco o Complex particle design and development o Partnership between Nanoco and National Graphene Institute, UK led by Nobel Laureate Prof. Kostya Novoselov & Dr. Nigel Pickett o Funded through collaboration agreement ca. 80%
Slide 19: Summary
SUMMARY
Slide 20: Summary
SUMMARY • Platform technology with multiple, large addressable markets • Extensive and growing patent portfolio • Efficient mass production process with own manufacturing capability established and scaled • Display – first commercial market o Hybrid commercial model established with multiple routes
Slide 21: Nanoco Group PLC contact details
Nanoco Group PLC 46 Grafton Street, Manchester, M13 9NT, United Kingdom, Tel: +44 161 603 7900 | Fax: +44 161 603 7901 info@nanocotechnologies.com www.nanocogroup.com 20