Here is repeat my posting from May of this year about possible correlation between Aixtron (OVPD) and Samsung.
The users are discussing in the forum of UDC, and I think also investors of Universal Display Corp.
www.siliconinvestor.com/readmsg.aspx?msgid=31600983
That's why I've written my thought about timeline with QD-OLED Project yesterday...
To: scsteve who wrote (17098)
5/4/2018 5:12:24 PM
From: EvanG
6 Recommendations Read Replies (2) of 19877
Does anyone else see a possible correlation between Aixtron statement about a 2g ovjp pilot line being installed with an asian company and Samsung being mentioned as looking at getting into oled tv production?
Whatever Samsung does they will want a technological advantage, don't think they have any interest in a fair fight. APEVA (the Aixtron OLED subsidiary) put out this presentation in March which says that OVPD is not trying to compete with Inkjet for TVs and that they are addressing distinct sub-markets. So based on that I wouldn't think so.
aixtron.com
Back to Samsung wanting a technological advantage. As you can see in the presentation, with VTE the substrate is upside down when the organic material is being deposited with a mask. With OVPD the substrate is facing up when using a mask. A disadvantage VTE has is that the mask droops and doesn't line up well with the substrate, which is why we haven't moved beyond half G6 capacity for small/medium displays. With OVPD having the mask on top that problem goes away and OVPD should be able to move to bigger substrate sizes. Thus lower costs.
There are other advantages like being able to deposit red, green, and blue in the same chamber. It has a much higher deposition rate for putting down material. The maintenance costs are lower because the material only condenses on the substrate which also leads to lower material costs.
To: EvanG who wrote (17100)
5/4/2018 9:39:07 PM
From: scsteve
Read Replies (1) | Respond to of 19877
Thank you, Evan, for the info...I missed that press release. Granted Samsung will want an advantage...has somebody solved the problem of the bleeding with the solvents in ink jet application. Granted the DPI aren't the great in the TV size, but the last I recollect, that was an issue, as well as drying time. That being said, I'm not as young as I think I am, so may have forgotten.
To: EvanG who wrote (17112)
5/5/2018 12:55:42 PM
From: slacker711
Read Replies (2) | Respond to of 19877
So far, they have designed their systems to go up to 100 angstrom/second. So, they should have some margin to go above G8 with the current design.
but if they can get to Gen 8.5 with the current design, why wouldn’t they address the TV market? The presentation specifically says that they aren’t currently addressing the same markets as other inkjet solutions.
That makes little sense if the system is technically capable of supporting TV's. We know that Samsung is desperate for a system that would allow them a competitive TV versus LGD's OLED's.
To: slacker711 who wrote (17120)
5/9/2018 11:28:49 PM
From: EvanG
1 Recommendation Read Replies (1) | Respond to of 19877
but if they can get to Gen 8.5 with the current design, why wouldnt they address the TV market? The presentation specifically says that they arent currently addressing the same markets as other inkjet solutions.
Apparently Aixtron was testing Gen 8.5, they are just not being consistent in the documents they are putting out there and some say Gen 8 by accident.
aixtron.com
AIXTRON aims to use the OLAD system to demonstrate parameters relevant to its customers in an industry-oriented environment. To this end, the proprietary core elements specially designed by AIXTRON for the OVPD process have been scaled and optimized for Generation 8.5 substrate sizes (2250 mm x 2250 mm) and integrated into a suitably-sized process chamber in cooperation with Manz AG. AIXTRON has in this respect also optimized its own source technology STExS™ (Short Thermal Exposure Source) which enables a precisely measured volume of material, dependent on relevant substrate size and requirements to be transformed into the gas phase in a rapid, material-efficient process.
To: EvanG who wrote (17122)
5/5/2018 4:14:06 PM
From: slacker711
1 Recommendation Read Replies (1) | Respond to of 19877
TV has moved on to G10.5 or larger. Samsung doesn't want to be at a cost disadvantage to others.
I dont think that will be true with respect to OLED's. LGD's current schedule will have have more than half of their production on 8.5G for a few years and that is before they make the decision whether to convert more 8.5G LCD capacity to OLED. If it is economical for them to do that with WOLED, then I think it should be profitable for OVPD.
I have a feeling that MMG will help Gen 8.5 economical for quite a while.
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