What They Say
DSCC is running an AR/VR event this week (November 3-4) and ran an interview with Applied Materials, a platinum sponsor, to promote it. The firm identified optical nanostructured waveguides as a strategic technology as well as highlighting its semiconductor manufacturing processes.
The firm said that at the event it was going to talk about its proprietary microLED front plane with UVLED dice + R/G/B quantum dot color conversion which is said to overcome two key performance gaps of R/G/B dice direct emission approach. Applied’s approach, it said, improves the current efficiency by > 25%. Second, Applied’s approach maintains the colour contrast at high viewing angles. In addition, fewer number of mass transfer steps and an innovative pixel architecture that reduces the complexity of sub-pixel repair, the Applied’s approach is claimed to provide an inherent cost advantage.
What We Think
My money has been on colour conversion technology in microLED, but my confidence that it will win has been undermined by technology for RGB from companies such as Porotech. No doubt both approaches will find their own positions in the market. However, having Applied behind conversion is certainly a big advanvtage. (BR)
