Oxide TFT News
Taiwan has a large display industry, but in recent years it seems that it is lagging behind Korea, Japan and China in AMOLED technologies. We asked a local industry expert to check out the three main Taiwanese AMOLED companies (AUO, Innolux and RiTDisplay), and now we post on his updates.
As we reported already, AUO started producing AMOLEDs in their 4.5-Gen fab in Singapore after years of delays. According to our source, AUO is actually only producing samples. Those 5" 720p (295 ppi) panel samples have been been submitted to a company based in China. Earlier reports suggested AUO is going to supply HTC and Sony but it appears these two companies will keep using LCDs for now.
A couple of weeks ago we reported that TCL plans to invest 24.4 billion yuan (just over $4 billion) to build a new 8.5-Gen TV fab in Shenzhen, owned by Shenzhen Huaxing Photoelectric Technology (and not CSOT). This fab (called Huaxing Power Two) will have two lines, one for a-Si LCDs and one for Oxide-TFT (OLED TV and LCD TV, it seems) panels. The Oxide-TFT capacity will be 30,000 monthly substrates.
Now there are reports that the TCL Group announced taht the Huaxing Power Two proposal was passed during a recent shareholders meeting. Also it was reported that TCL plans to use the AMOLED line to produce 55" OLED TV panels. It is not clear but it seems that TCL still needs to raise the money for this new fab.
A few days ago Samsung held their Analyst Day 2013 with a lot of fascinating information regarding the company's present business and its future plans. It was clear from Samsung Display's presentation that the company sees OLED as the leading future display technology and puts a great emphasis on flexible displays. They see flexible OLED penetration into the mobile display market reaching 40% by 2018 (up from 0.2% in 2013) - this is based on research by DisplaySearch.
In fact Samsung Electronics's CEO announced that the company aims to bring fully-foldable screens sometimes in 2015. In the same statement he mentioned that there is still plenty of room for improvement for the Galaxy Gear and it's likely that the company is already developing a wearable device with a flexible AMOLED display.
In July 2013, Chinese media reported that TCL's CSOT subsidiary is planning to establish a 8.5-Gen OLED TV fab. Today JRJ reports that TCL announced it it will invest 24.4 billion yuan (just over $4 billion) to build a new 8.5-Gen TV fab in Shenzhen, owned by Shenzhen Huaxing Photoelectric Technology (and not CSOT).
This fab (called Huaxing Power Two) will have two lines, one for a-Si LCDs (70,000 monthly substrates) and one for Oxide-TFT (OLED TV and LCD TV?) panels (30,000 monthly substrates). According to the report, construction of this fab will commence towards the end of 2013. TCL is yet to raise the money for this fab.
During the FPD International 2013, SEL unveiled a new 13.5" QFHD (3840x1260, 326 PPI) flexible OLED prototype. This is a WRGB panel (white OLEDs with color filters) and it uses a CAAS-OS (C-Axis Aligned Crystalline Oxide Semiconductor) substrate.
Toshiba was also showing a flexible panel - a 10.2" WUXGA (1920x1200, 223 PPI) WOLED panel on an IGZO backplane. This seems to be the same panel shown at SID 2013 in May 2013. Finally, Yamaga University's Research Center for Organic Electronics (ROEL) unveiled new flexible OLED technologies, including soluble organic-TFT based panels (on PET).
China's BOE Display is building a 5.5-Gen LTPS fab in Ordos by the end of 2013. This fab will first produce LTPS LCDs, but BOE wants to switch it to AMOLED production. According to OLEDNet, during the FPD International 2013, BOE's Dawei Wang (their flexible technology R&D director) said that in addition to the 5.5-Gen line in Ordos, they are also working towards a Gen-8 Oxide-TFT line in Hefei.
This new line will use high-resolution FMM deposition and a WRGB architecture. We know that BOE is also developing ink-jet printing technology, it's not clear from OLEDNet's article whether printing technologies are also planned for the Hefei line.
Applied Materials announced three new systems that are used to deposit Metal-Oxide (mostly IGZO) TFTs for both LCD and OLED displays. First up is the AKT-55KS, a plasma enhanced chemical vapor deposition (PECVD) system that handles 8.5-Gen substrates (2.2x2.5 meters). Applied says this system is defect-free and excels at keeping hydrogen out of the CVD).
Applied also announced new physical vapor deposition (PVD) deposition systems. They announced two models, the SKT PiVot 25K which handles Gen-6 substrates and the SKT PiVot 55K which handles 8.5-gen substrates. Applied says that their PVD systems use the company's unique tubular cathodes of donor material. Those cathodes rotate using deposition which results in more even deposition.