Samsung Display has announced that it will be delaying its eighth-generation IT OLED panel project with Japan's Ulvac in favor of investing in Canon Tokki's half-cut horizontal deposition method. This method has already been commercialized to supply OLED panels for Apple's iPad tablets, and with Apple planning to launch an iPad with an OLED panel, Samsung Display's decision to switch its focus makes sense.
The full-cut, vertical deposition method that Samsung Display has been developing with Ulvac for over a year will be put on hold as the company shifts its resources towards the half-cut horizontal deposition method. This decision comes as Samsung Display looks to meet the increasing demand for OLED panels, particularly from Apple.
Samsung Display's decision to delay its IT OLED project with Ulvac and shift its focus to Canon Tokki's half-cut horizontal deposition method may be due to a number of factors. One possibility is that Samsung Display is looking to meet the increasing demand for OLED panels, particularly from Apple, which has requested that its display makers develop OLED panels that are double-stacked in series. The half-cut horizontal deposition method used by Canon Tokki allows for the production of dual-stack tandem OLED panels with dual RGB emissive layers, which may be more suitable for Apple's needs.
Another reason for the delay of the Samsung-Ulvac project could be the immaturity of the technology. While Samsung Display has been developing full-cut vertical deposition equipment with Ulvac to create single-layer OLED panels for PC makers such as Asus, the half-cut horizontal deposition method used by Canon Tokki may be more advanced and better suited for mass production.
Samsung Display's decision to delay its IT OLED project with Ulvac and shift its focus to Canon Tokki's half-cut horizontal deposition method may also be due to the maturity of the technology and the size of the substrates being used. While Samsung Display had been planning to use 8.7-generation substrates, the deposition equipment developed by Ulvac was better suited for 8.5-generation substrates, which required a major redesign for use with the larger substrates.
Additionally, the sluggish economy may have played a role in Samsung Display's decision to delay investment in its eighth-generation OLED panels. With demand for consumer electronics remaining sluggish, Samsung Display may be hesitant to spend significant sums on the development of new OLED technology at this time.
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