What They Say
The Elec reports that Samsung has qualified a dry etcher from Wonik IPS for the manufacture of its up-coming QD-OLED displays. The dry etcher is used in the fabrication of the transistors in the backplane. The paper reports that the machines would only be used if its existing capacity is extended as the current 30K/month capacity Q1 fab uses etchers by ICD and Tokyo Electron. That should make around 1 million panels per year. That compares to 10 million QLED TVs and 1.8 million Neo QLED sets that Samsung VD plans to sell this year.
The Elec also said that the Wonik IPS equipment can be used for QNED production.
The blog has previously reported that Wonik, ICD and Tokyo Electron are developing dry etchers for IT OLED production
What We Think
Last year Wonik did a deal to acquire the machinery business of SEMES, but the deal didn’t come to pass because of issues related to transferring staff. The Elec reported last month that Semes is bucking the weak trend of Korean machinery makers (Near half of Korean display equipment makers report loss in Q2) (BR)
Wonik’s Etcher
