Park Systems Announces New 8-Gen+ Atomic Force Microscopy for OLED Inspection

This is a sponsored post by Park Systems

Park Systems Corp, a leading manufacturer of atomic force microscopy systems, announced that it has scaled up its AFM tools for 8-Gen or larger flat panel displays with new Park NX-TSH, based on its Tip Scanning Head technology. According to Park Systems, this is the only automated tip scan head system that can analyze samples larger than 300 mm on the market.

Park NX-TSH is specifically designed for ultra large flat panel display glass and 2D encoders, with integrated micro probe stations for conductive AFM and electric defect analysis. The system can scan up to 100 um x 100 um (x-y direction) and 15 um (z direction), and has a flexible chuck to accommodate samples larger than 300 mm and heavier than 1 Kg, and is so engineered for OLED, LCD and other large sample analysis.

BOE ordered OLED deposition equipment from Sunic to its upcoming OLED Microdisplay fab

Korea-based OLED equipment maker Sunic System announced it has received a $22.6 million order for OLED deposition equipment from BOE. The tools will be used to deposit OLED microdisplays.

Sunic System OLED CVD deposition system photo

BOE is currently producing OLED microdisplays at its $170 million fab in Yunnan - the world's largest OLED microdisplay fab constructed in collaboration with OLiGHTEK. In December 2018 BOE announced its second, and larger, OLED microdisplay fab in Yunnan, which will cost a total of $486 million. It is likely that this new order is aimed for BOE's 2nd fab. Sunic says it will deliver the systems by November 2020.

Riber did not sell any OLED evaporators in Q1 2020, due to a lack of investments in the industry

France-based effusion cells and sources producer Riber reported its financial results for Q1 2020. Total revenues in the first quarter amounted to €5.3m, down 19% from last year.

Riber says that its OLED evaporator business did not generate any significant revenues "due to the lack of investment in the OLED screen industry". This is in line with Riber's previous quarters. In July 2019, Riber said it sees a freeze on investments in OLED screen production equipment following the major investments made in previous years, and said its order book for OLED evaporation systems is empty.

Coherent reports a positive Q4 2019 and sees an increase in OLED system orders

Photonics-based solutions provider Coherent reported its financial results for Q4 2019 - with revenues of $320.8 million, and a net profit of $5.8 million. The company says that these are encouraging results, and full-year outlook is improving.

LTPS laser annealing photo

Coherent's display orders were up significantly for LineBeam systems and service. These systems orders are all destined to China, and the increase in service orders "reflects higher demand for OLED-equipped smartphones in Q4 2019". Orders for OLED cutting using short pulse and CO2 lasers were also up.

Coherent sees the OLED equipment market starting to recover in 2020

Photonics-based solutions provider Coherent reported its financial results for Q3 2019 - revenues of $335.5 million and a non-GAAP gross profit of $122 million.

LTPS laser annealing photo

Regarding the OLED market, Coherent says that it finally started to receive some new orders for OLED equipment (ELA), following a "stretch" where there were no new system orders. Coherent says that it looks forward to the OLED ramp - with 2020 as a "bit of a recovery over 2019" - but the real strength coming in 2021 and 2022.

TEL announces a new OLED R&D ink-jet printing system

Tokyo Electron (TEL) announced a new OLED R&D inkjet printing system, the Elius 500 Pro that is capable of printing on 2-Gen substrates (370x470 mm).

TEL Elius500 Pro photo

The Elius 500 is able to accommodate 12 kinds of inks and can produce red, blue and green sub pixels at the same time. The maximum display density is 200 PPI.

DSCC sees LCD investments drying up in 2023, as the display industry shifts to OLED production

DSCC updated its display equipment spending forecast, and the company now expects LCD spending to stop completely in 2023 - as all new production lines from 2023 forward will be producing OLED displays (DSCC does not include other display technologies in this report, such as QDEL, e-paper and Micro-LEDs).

Display production equipment spending, OLED vs LCD (2016-2024, DSCC)

2019 will see 26% decrease in spending from 2018, with OLED spending down 64%. DSCC sees a rebound in 2020, where OLED spending will jump 132% due to new mobile flexible OLED lines in China.

Riber, Coherent and Cognex post clashing views on the 2020 OLED market rebound

2019 is shaping up to be a dramatically-low investment year for the OLED industry. DSCC for example expects that the market will fall 88% in 2019 compared to 2018. Two companies reported their financial results this week, with interesting notes about the OLED market.

First up is France-based effusion cells and sources producer Riber. The company reported that H1 2019 revenues in its evaporator business fell from €10.4 in H1 2018 to only €1 million. The sharp decline is linked to the "freeze on investments in OLED screen production equipment following the major investments made in previous years".

LG Display starts to install 10.5-Gen deposition equipment at its P10 OLED TV fab in Paju

In March 2019 we reported that LG Display has delayed its plans for its $10 billion P10 10.5-Gen OLED TV fab in Paju, as the new larger deposition process was a larger challenge than expected.

According to a new report from Korea, LG display has actually started to install some of the Oxide-TFT deposition equipment (supplied by Applied Materials and Jusung Engineering) earlier than it first planned. LGD's original plan was to install this equipment in early 2020. The mass production at the P10 fab is expected to begin in 2021.

Reports from Korea suggest that Samsung still faces technology challenges before it can begin producing QD-OLED TVs

Samsung is developing its QD-OLED TV technology and the company was supposed to hold an investment review committee on April 2019 to decide whether to go ahead with plans to start production soon (mass production by the end of 2020).

QD-OLED stack scheme (DSCC, Oct-2018)

However in May we later reported that Samsung decided to delay the production - trial production will begin towards the end of 2020, with real mass production on a new 10-Gen line only at around 2023. A new report from Korea sheds some more light on Samsung's situation.

Kyulux - Hyperfluoresence OLED emittersKyulux - Hyperfluoresence OLED emitters