Aixtron purpose of this thread
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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?
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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.
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?
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seitens aixtron wurde gesagt, wir haben eine ziellinie oder deadline.
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...
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.
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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.
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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/
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http://www.saramin.co.kr/zf_user/jobs/relay/...ompany_info_view#seq=0
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
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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.
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.
Mass production system that supports Gen6 half substrate size"
Not Gen 6.5 but Gen6 half cut size.
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..
https://www.dgap.de/dgap/News/pvr/...iten-verbreitung/?newsID=1277959
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Angehängte Grafik:
aix11-12.jpg (verkleinert auf 95%)
aix11-12.jpg (verkleinert auf 95%)
https://www.dgap.de/dgap/News/pvr/...iten-verbreitung/?newsID=1278031