Veeco does not see any FAST-ALD flexible oled encapsulation system orders from SDC in the near future

In September 2013, Veeco acquired Synos Technology for $185 million for the company's FAST-ALD flexible OLED encapsulation technology. Veeco later received a purchase order from SDC for a first-generation FAST-ALD prototype system. Veeco expected a manufacturing ramp to begin in 2014 - hoping to book more than $75 in ALD production systems by the end of the year, but this never happened.

Veeco now reported their financial results for Q4 2014, and while the company says they "successfully demonstrated its FAST-ALD technology for flexible OLED encapsulation", they currently do not see any near-term revenue coming from this sector.

Read the full story Posted: Feb 18,2015

IDTechEx sees a $200 million encapsulation for flexible electronics market by 2024

IDTechEx estimates that the barrier (encapsulation) layers for flexible electronics market will reach over $200 million by 2024. This will be driven mostly by flexible OLED displays for phones, tablets and wearables. Following is details regarding the different technologies adopted by Samsung, LG and others.

IDTechEx Encapsulation area forecast chart (2014-2017)

Samsung is using Vitex's multilayer thin-film encapsulation (TFE) using three layers (this is a new achievement, up until now they had to use at least 6 layers). While Samsung will still use this technology for its current and next-gen displays, Samsung is also considering other encapsulation deposition technologies, including Veeco's FAST-ALD and Universal Display's UniversalBarrier.

Read the full story Posted: Oct 03,2014

UBI: The flexible OLED market will reach $17.6 billion in 2020

UBI Research estimates that the flexible OLED market will generate $1.8 billion in revenues in 2015, and will grow quickly at a 60% annual growth rate (CAGR) to reach $17.6 billion by 2020. The primary application driving this grwoth will be tablet pcs.

UBI also says that Samsung decided to change the encapsulation technology used in their upcoming A3 production line. In their current flexible OLED production, Samsung uses the old Vitex technology which is slow and expensive.

Read the full story Posted: Sep 30,2014

Samsung and LG achieved major innovations in their OLED production processes

According to a new report by Korea's ETNews, both Samsung Display and LG Display managed to achieve major breakthrough in their OLED production processes. These new achievements will raise the production yields of OLED TV and flexible OLEDs.

So first up is LG Display, who applied a co-planar TFT with a top-gate structure that enabled the Oxide-TFT layer to become less vulnerable to the etching process. This results in better yields. This design has not yet been applied to the mass production lines. But in the upcoming M2 production line, LGD will use ALD technology instead of the current 2-partition deposition technology. This will reduce costs and improve process time.

Read the full story Posted: Jun 30,2014

Notes from UDC's talk at Cowen's 42nd annual technology conference

Universal Display participated in Cowen and Company's 42nd Annual Technology, Media & Telecom Conference. This was a very interested talk - and I recommend listening to it if you're an investor (or interested in investing) in UDC. Here I give some of the updates and highlights from that talk.

In Q1 2014, UDC Introduced a new high performing red emitters for mobile applications. That red emitter is longer lasting, provide a better gamut and is also more efficient. UDC more or less confirmed that the GS5 uses these new materials and that's how Samsung managed to improve the efficiency by 25% compared to the GS4 display. Because these are new materials, SDC go back to the original prices (before accumulative volume discounts).

Read the full story Posted: May 29,2014

Samsung still faces technical issues with their flexible OLED encapsulation technology

Update: according to the OLED Association, Samsung in fact does plan to launch the first plastic based OLEDs in 2013, and these will be used in the Note 3 phone/tablet (will ship in Q4 2013).

Samsung officially launched their YOUM flexible OLED displays at CES 2013, and many hoped that they will be able to start producing those displays in 2013. Now it is reported that the company still hasn't managed to overcome the technical issues with their encapsulation technology - and they may have to delay their introduction of the flexible panels.

Samsung's current encapsulation technology is Vitex's multi-layer technology which is very slow (the panel has to enter the evaporation chamber 6 times). Samsung is busy upgrading this technology, and according to the new reports, they managed to shorten the encapsulation process. But apparently this is not enough for mass production yet.

Read the full story Posted: Apr 17,2013

Thoughts about Samsung's flexible OLED program, is 2013 plausible?

In early 2012, Samsung said they aim to start mass production of plastic-based flexible OLEDs towards the end of 2012. But 2012 is almost over, and new reports suggest that Samsung delayed their plans to early 2013.

But is Samsung really that close to mass production? One of the major hurdles towards plastic based OLEDs is the encapsulation technology. Back in early 2012 Samsung said they will use Vitex' technology (which they bought in 2010) - but this technology is difficult to scale and is very slow. When Samsung delayed the launch to 2013, it was reported that the main issue indeed was the slow encapsulation (that, and low uniformity).

Read the full story Posted: Dec 06,2012

Technical updates on Samsung's flexible OLED program

Samsung is getting ready to release flexible OLEDs soon, and have announced that these displays will be branded as YOUM displays. Today the OLED association released some interesting information regarding Samsung's flexible OLED manufacturing program. According to this report, products that use these displays will be introduced in Q4 2012, while mass production will begin as early as next month.

Back in May 2011 Samsung announced a joint venture with Japan's Ube Kosan to develop and produce polyimide resin - to be used as substrates for their flexible displays in a $18 million investment. Now we hear that the curing equipment for the hardened polyimide will be provided by Korea's Tera Semicon.

Read the full story Posted: Apr 11,2012

Vitex announces new equipment sales to Taiwan and China

Vitex Systems announced that their equipment licensees SNU Precision and Sunic Systems have received multiple orders for Barix thin-film OLED encapsulation equipment. SNU Precision got their first Barix TFE tool order in Taiwan, and Sunic Systems' order came from China. This is their 2nd chinese customer.

Vitex say that by the middle of 2010, there will be 16 Barix TFE tools operational at customers (some customers have multiple sets of equipment).

We know that Vitex customers/partners include Samsung, UDC and LG (In December 2008 Vitex has shown a video of several products and prototypes using their encapsulation technology.

Read the full story Posted: Mar 11,2010

Vitex and PNNL video

A video about Vitex, and the Pacific Northwest National Laboratory (PNNL) where it originated. Vitex's Vacuum Polymer Technology (VPT) creates a moisture barrier that is several orders of magnitude better than conventional inorganic barrier coatings.

Read the full story Posted: Oct 08,2009