What They Say
The Elec reports that Samsung Display is planning to build its first G8.5 fab for IT OLEDs in its now unused L8-1-2 production line which was previously used for LCD production. The Elec said that although the intention was to use a ‘full-cut’ vertical deposition system, developed with Ulvac, this is taking longer than expected to develop. Because of that, the firm is still keeping the option of half cut horizontal deposition open as a possibility.
Equipment is expected to be ordered next year for a capacity of 15K substrates per month, with volume production in 2024.
Another older line, L8-2-2 is likely to be converted to an additional QD OLED line (Q2), although there is still a chance that it will be used to develop QNED production. The Elec reported that the Q1 QD OLED line is already active in parts of L8-1-1 and L8-2-2 lines, with a monthly capacity of 30,000 substrates.
What We Think
SDC recently deferred the development of QNED (Samsung Display delays installment of pilot line for QNED). Given the significant boost in performance in OLED that should arrive with new blue materials (including plasmonic PHOLEDs as detailed in Barry’s DD due for publishing later today (The Next Generation of OLED Emitters Could be Plasmon PHOLEDs), I can understand why OLED makers might want to take a bit more time before committing to new technologies. (BR)
