Wonik Wins - Eventually
In our 8/10/21 note we mentioned that South Korean tool vendor Wonik (240810.KS) had been competing with ICD (040910.KS) and Tokyo Electron (8035.JP) in developing a dry etcher product for Samsung Display’s (pvt) potential large panel RGB OLED project. It seems that Wonik has won the competition, but not for the SDC large panel RGB OLED project, as the tool has been approved for SDC’s QD/OLED project, which has a stated capacity of 30,000 sheets/month. The newly approved tool is used during the TFT production process, but the current line, which has yet to begin mass production, is using dry etch tools from both ICD and Tokyo Electron, so the expansion of the QD/OLED project will be the stimulus for Wonik actually selling its new tool.
Much will depend on the success of the QD/OLED displays with parent Samsung Electronics, who has had an on-again/off-again view of the technology. SDC has also been considering shifting its QD/OLED technology to quantum nano-rods, which, if done, would delay the etcher sales further, although the process at the TFT level is similar. The competition between dry etcher companies for SDC’s large panel RGB OLED project continues, although the status of the project itself remains dependent on the ability of SDC and deposition tool partner Ulvac (6728.JP) to finalize a mass production vertical deposition tool that will allow for fine metal mask RGB large panel production without the size limitations that currently limit RGB OLED to Gen 6 fabs.
Much will depend on the success of the QD/OLED displays with parent Samsung Electronics, who has had an on-again/off-again view of the technology. SDC has also been considering shifting its QD/OLED technology to quantum nano-rods, which, if done, would delay the etcher sales further, although the process at the TFT level is similar. The competition between dry etcher companies for SDC’s large panel RGB OLED project continues, although the status of the project itself remains dependent on the ability of SDC and deposition tool partner Ulvac (6728.JP) to finalize a mass production vertical deposition tool that will allow for fine metal mask RGB large panel production without the size limitations that currently limit RGB OLED to Gen 6 fabs.
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