The discussion is about silicon vs non silicon, which is not limited to graphene hence my words “R&D and capital spending”
Further, the discussion also about WBT vs 4DS (even though they will not be in direct competition with each other initially due to different semiconductor markets) and 4DS uses a perovskite material, not graphene.
Finally, those that don’t need to spend big on R&D for graphene will still need to spend big on getting to production -big cost, marginal benefit.
Ann: Q2FY19 Activities Update and Appendix 4C, page-85
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