Applied Materials reportedly missing out on ALD for OLED encapsulation
Applied
Materials is world leading in CVD processing for wafer and display.
However, i big part of the CVD equipment market today is the booming
segment of ALD where Applied only have single digit percentage of the
revenue. According to a recent report by Seeking Alpha, "Applied
Materials is facing strong competition as its deposition technology is
being supplanted by Atomic Layer Deposition at Samsung Electronics and
LG Display". Other applications where Applied Materials did not enter with ALD include:
Watch For Big Display Equipment Cancellations Coming From Applied Materials
Tight supply of a critical piece of OLED equipment from Canon Tokki
will limit OLED production in 2017 and impact Applied Material's sales
of supplemental equipment.
Applied Materials also is facing strong competition as its
deposition technology is being supplanted by Atomic Layer Deposition at
Samsung Electronics and LG Display.
As much as $1 billion in display equipment from Applied Materials could be cancelled in 2017.
No comments:
Post a Comment