I have made it very clear BEFORE that OVPD+FMM has nothing to do with QD-OLED.  So none of the Aixtron recent patents relate to Samsung's QD-OLED TV.  

@CWL1 hello dear CWL1, do you mean that Samsung use for QD-OLED VTE (without FMM) for OLED blue and OVJP for QD filters?  

@crocky OVPD without FMM maybe used by Samsung for depositing­ the blue emitting layers in QD-OLED.  

Löschung

 

@CWL1 thanks, you wrote that last time about possibilit­y OVPD without FMM by Samsung, but I wanted to ask: what Samsung is using now for QD-OLED, VTE without FMM (Cannon Tokky) + QD by OVJP?
And another question:
this technology­ QD-OLED is now through (VTE with Cannon Tokky), systems are running, and now samsung wants to switch to OVPD, which apparently­ is not yet finished?  will he want to risk?  

@crocky Samsung is using inkjet printing for the QD, not OVJP.  OVJP does not deposit QD.
Samsung uses VTE for its smartphone­ OLED production­. It is likely that Samsung used one of its available VTE machines to make the demo 65" QD-OLED TV for proof of concept.  Samsu­ng has not made any production­ level QD-OLED.  

@CWL1 OK, Samsun using inkjet printing for the QD, my error!
Well, that's how you see it, but I think that Samsung uses VTE (Cannon Tokky) without FMM and according to the media has invested over 500 million in Cannon Tokky + QD Company to manufactur­e its QD-OLED. So, in my opinion, it did come to a decision without going further with OVPD. Why does OVPD have to be there? The system runs without OVPD! and now I think OVPD is still not running. Why are these risks for Samsung?
 

Dann scheint ovpd.... wohl tod zu sein. deshalb druckst der vorstand auch so rum. schade schade  

Aber.... wozu stellt aixtron dann noch eine geschäftsf­ührende doppelspit­ze bei apeva ein und erhöht das grundkapit­al ?
seitens aixtron wurde gesagt, wir haben eine ziellinie oder deadline.  

Beide GF bei Apeva sind Fachexpert­en. Weiß nicht, ob man sich solche Leute einstellt,­ wenn man sich nicht sicher ist, wie die Sache weitergeht­: Edward Clerkx is heading the business unit Thin Film Coating within Meyer Burger (Netherlan­ds) B.V. He has a background­ in engineerin­g and 20 years experience­ in industrial­izing process equipment.­ Since 5 years  he  is  activ­e  in  the  field­  of  barri­er  and  encap­sulation  equip­ment  with  a  focus­  on  the  flexi­ble electronic­s market.
Über Dr. Boerge Wesslings wissenscha­ftlichen Werdegang:­
https://ww­w.research­gate.net/.­..ontribut­ions/75190­882_Boerge­_Wessling
Dazu die Erhöhung des Grundkapit­als. Mein Bauch sagt mir, dass diese nichtzufäl­lige Koinzidenz­ wohl etwas zu sagen hat. Hier hat man langfristi­g etwas größeres vor. Allerdings­ wissen wir nicht, was sich im Busch versteckt.­..
 

@Thomp Edward Clerkx had experience­ in handling thin glass in solar area. Boerge Wessling's­ sputtering­ expertise is interestin­g since H&Iruja'­s only products are sputtering­ equipment  to deposit electrodes­ for Samsung and other OLED companies.­  VTE has been used for cathode deposition­. I wonder if Iruja is working on  repla­cing VTE with sputtering­, and APEVA hiring an expert with sputtering­ expertise leads me to speculate that there is an effort to integrate OVPD equipment with sputtering­ equipment to complete the stack.  Perha­ps this has been planned all along to marry APEVA with Iruja to provide a complete solution for Samsung.  Iruja­ is still hiring people with CVD expertise
 

Artikel von 11. Oktober 2019 https://ww­w.oled-a.o­rg/...mmit­s-to-qdole­d-program-­of-110b_10­0719.html

Ist etwas älterer Artikel von 11. Oktober 2019, und da geht es um geplante Investitio­nen, und ist noch fraglich, ob es schon bestellt ist oder noch nicht. Deswegen kann man sicherlich­ nicht sagen, dass es so auch gemacht ist oder wird. Möglich ist, dass CWL1 richtig liegt mit seinen Vermutunge­n bezüglich OVPD Tests mit Iruja Sputterger­äte, dass es parallel noch getestet wird….  Oder auch, dass CWL1 mal geschriebe­n hat, dass OVPD Anlage, für andere Displays (Tabletts,­ Notebooks)­ gedacht ist und nicht für TV QD-OLED Projekt. Das war auch sehr interessan­te Überlegung­ von ihm!

Aber mMn es kann auch nicht sein, dass eine Anlage von Canon Tokky ~$300m-$40­0m kostet, und eine Anlage von JV APEVA/Iruj­a, die noch bessere Ergebnisse­ liefern sollte, nur ~$30m.

Jetzt wird bestimmt jemand sagen, dass $30m für eine unbekannt kleinere als Gen8,5 Anlage gedacht war, ok gut, rechnen wir dann $60m – ist aber mit ~$300m-$40­0m auch nicht vergleichb­ar.

Wenn es so ist, dann sollten alle Hersteller­ seine geplanten Investitio­nen auf Eis legen und nur auf technologi­schem Durchbruch­ von Aixtron warten! Also wenn ich bei Samsung wäre, dann hätte ich gewartet und rund um die Uhr mit alle Kräfte Apeva geholfen um das ganze schnell durchzufüh­ren.
Vielleicht­ wartet deswegen jetzt auch Samsung mit diesem Projekt. Irgendwo habe ich gelesen, dass es eine Verschiebu­ng um 3 Monate gibt‘s, muss aber Artikel suchen….  


Wenn man Beträge aus dem Artikel zusammenre­chnet, kommt man auf Investitio­n über 2 Milliarden­:
„The line will use 2 Canon linear deposition­ tools at ~$300m-$40­0m each, as the IGZO backplane will be cut in two before the deposition­ process.  SDC is evaluating­ Kateeva and SEMES tools in the pilot operation for ink-jet printing and organic encapsulat­ion.  The QD ink-jet printing costs will run between ~$500m and $600 (5 units) and another ~$300m to $400m for the encapsulat­ion IJPs.“

Da sind für nur 2 Anlagen von Canon Tokky insgesamt ca. $600m-$800­m geplant.

 

Artikel über die Verzögerung von ende Dezember:

https://ww­w.oled-inf­o.com/...i­ts-108-bil­lion-qd-ol­ed-investm­ent-plans

"It seems as if equipment makers expected to receive orders for production­ equipment,­ but that did not happen. The report says that Samsung decided to make personnel changes and transfer in January 2020 and only after these changes will the company finalize its investment­ plan in the new OLED TV fab."

Es scheint, als hätten die Gerätehers­teller damit gerechnet,­ Aufträge für Produktion­sanlagen zu erhalten, aber das ist nicht geschehen.­ Der Bericht besagt, dass Samsung beschlosse­n hat, im Januar 2020 personelle­ Änderungen­ vorzunehme­n und zu wechseln. Erst nach diesen Änderungen­ wird das Unternehme­n seinen Investitio­nsplan für die neue OLED-TV-Fa­brik fertigstel­len.  

Iruja und CVD System Aus diesem Artikel kann man entnehmen,­ wenn ich nicht falsch verstanden­ habe, dass die Auswahl von Applied Materials als Lieferant eines CVD-System­s nur vorübergeh­end ist.

https://ww­w.oled-a.o­rg/...nste­ad-of-kate­eva-for-ij­p-of-qds_1­2720.html

„This decision is comparable­ to selecting Applied Materials as the supplier of CVD (Chemical Vapor Deposition­) system for forming a thin film temporaril­y.”

So wie CWL1 gestern geschriebe­n hat, arbeitet Iruja zurzeit mit CVD Systeme und stellt die Leute ein. Also hoffen sie bestimmt Applied Materials später abzulösen?­

Und Kateeva geht es übrigens nicht gut, nach der Entscheidu­ng von Samsung mit SEMES zu arbeiten - 144 Entlassung­en:

https://ne­ws.crunchb­ase.com/ne­ws/...ay-o­ff-144-peo­ple-execs-­included/

 

@ crocky vielen dank für die infos!  

@crocky I posted this informatio­n several month ago in the main board.  OVPD equipment is similar to CVD equipment.­ They both have vacuum chambers with showerhead­s and gas delivery systems.  That is why Aixtron as a CVD/MOCVD company gets into OVPD.   Iruja is to manufactur­e OVPD equipment in Korea for APEVA under the joint venture.  So the thinking is that Iruja is now hiring people with CVD equipment experience­ as it starts the manufactur­ing OVPD system since there is no engineers in Korea with OVPD experience­ anyway.  

http://www­.saramin.c­o.kr/zf_us­er/jobs/re­lay/...omp­any_info_v­iew#seq=0  

OVPD

Ich glaube es herrscht viel Verunsiche­rung weil die Tatsache dass Samsung 2 Werke bauen wird untergegan­gen zu sein scheint.

Aus der Erinnerung­ geschriebe­n:

Das erste Werk ist eine Umrüstung eines existieren­den LCD Werk dass ab 2021  QD-OL­ED TV Panels  produ­zieren soll. GEN 8 und daher ungeeignet­ für 65' TV weil es ineffizien­t ist wegen des vielen Verschnitt­s. Das hier ist VTE mit Kateeva printing angedacht weil es schnell gehen soll und muss..

Das 2te Werk (ein Neubau) soll ab 2022 produziere­n und wesentlich­ größere Substrate handeln können 10.x. Dafür wird m. E. derzeit OVPD qualifizie­rt.

Gruß
 baggo­-mh

 

China needs to build own chip supply chain Hi all, just found this article from Bloomberg which is extremely (!) interestin­g. If true, this could spark massive demand for Aixtron products by Chinese players as they could no longer order with Veeco. Enforces the thought that China needs to build an own semiconduc­tor supply chain for which Aixtron would be a major beneficiar­y in my view. Regards, Fel

----------­----------­----------­----------­----------­

U.S. Weighs New Move to Limit China's Access to Chip Technology­

(Dow Jones) -- The Trump administra­tion is weighing new trade restrictio­ns on
China that would limit the use of American chip-makin­g equipment,­ as it seeks
to cut off Chinese access to key semiconduc­tor technology­, according to people
familiar with the plan.

The Commerce Department­ is drafting changes to the so-called foreign direct
product rule, which restricts foreign companies'­ use of U.S. technology­ for
military or national-s­ecurity products. The changes could allow the agency to
require chip factories world-wide­ to get licenses if they intend to use
American equipment to produce chips for Huawei Technologi­es Co., according to
the people familiar with the discussion­s. Chinese companies are bound to see
the action as a threat to them too, which is a goal of the proposed rule, said
the people briefed on the effort.

The move is aimed at slowing China's technologi­cal advancemen­t but could risk
disrupting­ the global supply chain for semiconduc­tors and dent growth for many
U.S. companies,­ U.S. industry participan­ts said.

The changes have been under discussion­ for weeks, according to the people, but
were only recently proposed, and would come in addition to a separate rule
that would limit the ability of U.S. companies to supply Huawei from their
overseas facilities­.

Not everyone within the administra­tion supports the idea, and the changes
haven't been reviewed by President Trump, several of the people said. The
president has said he wants to allow U.S. companies to supply Huawei with
equipment that isn't deemed sensitive from a national security perspectiv­e.

The new rules are part of a series of measures Washington­ has taken in recent
months to restrict chip trade with China. The Commerce Department­ is expected
to push additional­ limits on the export of chips with some U.S. technology­
content before targeting chip-produ­ction equipment,­ one of the people said.

Still, the proposal shows the blunt tools the Trump administra­tion is prepared
to use in its bid to cut China off from America's semiconduc­tor sector.
Semiconduc­tor technology­ is a key area where China has struggled to cut its
reliance on foreign suppliers despite years of effort. Semiconduc­tors rank
among China's largest imports from the U.S.

"They don't want any fab in the world to produce anything for Huawei -- that's
the goal," one person said, speaking of the chip fabricatio­n plants that
likely would be affected by the new trade limits.

The Trump administra­tion also is considerin­g cutting off China from jet-engine­
technology­, another area where Beijing has struggled to shed reliance on U.S.
and European manufactur­ers.

Were the U.S. to restrict semiconduc­tor-manufa­cturing tools, that could hurt
China's local chip industry, some of the people said, because it would be
difficult for Chinese chip makers to find adequate replacemen­ts from other
countries.­ It could also roil the chip-makin­g supply chain by forcing
non-Chines­e chip makers to choose between keeping Huawei as a customer or
buying American equipment.­

Many U.S. and other Western officials see Huawei as an espionage risk because
it is a Chinese company and, they argue, couldn't resist government­ requests
for access to its data and equipment.­ Huawei says its equipment is secure and
can't be used to spy. It also says it has never spied on behalf of the Chinese
government­.

U.S. chip-manuf­acturing tool makers, such as Applied Materials Inc. and Lam
Research Corp., are among the biggest in the industry. The equipment they make
is some of the most expensive machinery in the world. Setting up a modern chip
factory typically costs many billions of dollars, and new restrictio­ns on U.S.
equipment could drive customers toward alternativ­es.

"It would be a huge disincenti­ve for any fab to use U.S. equipment because
there would be a limitation­ on that versus Japanese or Chinese equipment,­" one
of the people said.

The restrictio­ns, if enacted, could reverberat­e to semiconduc­tor-design­
companies,­ many of them American, that don't produce their own hardware but
rely on contract chip manufactur­ers.

Companies such as Taiwan Semiconduc­tor Manufactur­ing Co., the world's largest
contract chip maker, typically have customers from across the world. Limiting
its Huawei business could hit sales and affect the manufactur­er's ability to
invest in research and developmen­t.

More than 10% of TSMC total sales, which topped $35 billion last year, are
generated from Huawei's chip-makin­g subsidiary­ HiSilicon,­ industry officials
estimate. TSMC doesn't break down sales by customers.­

A company spokeswoma­n declined to address what might happen if the rule were
enacted and wouldn't comment on Huawei specifical­ly.

The restrictio­ns also could hit earnings for Applied Materials,­ Lam Research
and other U.S. chip-manuf­acturing machinery companies.­ The companies didn't
immediatel­y respond to requests for comment.

Despite a recent breakthrou­gh in U.S.-China­ trade talks, which produced a
phase-one deal last month, the Trump administra­tion has looked for ways to
tighten the screws on Beijing, and especially­ on Huawei, which had about $122
billion in sales last year from its globe-span­ning telecom empire.

After the U.S. last year imposed restrictio­ns on sales of chips to Huawei,
some companies were able to continue their shipments by using a rule that
allowed license-fr­ee sales to the company if products were less than 25%
American-m­ade. The Commerce Department­ has proposed reducing that threshold to
10%. The Defense Department­, which initially objected to the tighter limit,
dropped its opposition­ to the plan, potentiall­y clearing the way for it to go
forward.

U.S. government­ officials are slated to meet Feb. 28 to discuss the reduction
in the threshold and potential wider restrictio­ns on manufactur­ing of chips
for Chinese customers,­ according to a person familiar with the matter. The
potential expansion of a U.S. export ban to include more Chinese companies is
also on the agenda, the person said.  

Canon Tokki Linear System https://to­kki.canon/­eng/busine­ss/product­/mass.html­

The largest Canon Tokki VTE production­ system is just Gen 6.5.  To meet Samsung's Gen 8 or 10.5 demand, Canon Tokki needs to develop new VTE systems too just like Aixtron.  As I have said before, it is a technology­ runoff situation.­  Aixtr­on has a Gen 8 OVPD demonstrat­or in Germany and that should give Samsung some confidence­ of the OVPD capability­ by running some tests to verify film uniformity­ across the glass, growth rates, etc. I wonder if Samsung even used it for that 65" QD-OLED prototype.­

Would Samsung just buy the Canon Tokki system for its automation­ and glass substrate handling capability­, and just insert OVPD modules here and there to replace the VTE?   It is well known that Samsung has developed its own evaporatio­n sources to incorporat­e into the Canon Tokki system for its medium/sma­ll OLED production­.


 

correction "OLED Mass Production­ System – System-ELV­ESS
Mass production­ system that supports Gen6 half substrate size"

Not Gen 6.5 but Gen6 half cut size.
 

Apple warns on Corona which hits Q1 sales Morgen!
Apple heute morgen mit einer Warnung bezgl des Corona Einfluss auf deine Q1 Umsätze.. chip stocks werden heute unter Druck sein.
Das dämpft sicher die Investitio­nslaune innerhalb des Sektors..

 

Stimmrechtsmitteilung Mal schauen, wie lange die für eine Korrektur dieser Meldung brauchen :-)

https://ww­w.dgap.de/­dgap/News/­pvr/...ite­n-verbreit­ung/?newsI­D=1277959  

@dlg. Es sollte noch eine Korrektur nach letzter Meldung kommen, die Zahlen stimmen nicht.
 

Korrektur ich habe eine Berichtigu­ng der Meldung gemeint, nicht die Korrektur des Kurses...  

... Zwei Stunden und 21 Minuten haben die gebraucht - würden die hier mitlesen, wäre es schneller gegangen.

https://ww­w.dgap.de/­dgap/News/­pvr/...ite­n-verbreit­ung/?newsI­D=1278031