Originally Posted by Rich Peterson
Unless I'm reading this wrong, this is disappointing news: According to oled-info.com
, Kateeva expects many orders for their OLED printing manufacturing systems in 2015 but they are for flexible and small-screen applications. They say OLED printed TVs are not expected until 2020.
But one positive thing is that Samsung is one of the investors in Kateeva.
Should probably read posts from other sources. I dunno who else wrote about this Kateeva thing, but I think I read somewhere that they expect systems for TV production to be in place by 2016. That doesn't mean you'll be buying a TV in 2016, but perhaps close to that.
They also seem to think that a 10% +/- premium to existing high-end stuff is the price target around then for such TVs.
Originally Posted by ynotgoal
Rogo, you talked to Kateeva.. any comment on this? Or on encapsulation materials being used with Kateeva equipment? Or on Kateeva and LG?
Well, as I wrote above, 2020 is way later than Kateeva is targeting. And in 2015, they expect customers to take their equipment and make flexible displays. Obviously, they will need OLED material to do that, but to describe this as a "non-concern" in the short run wouldn't be completely off base.
As for 2016, when the TV-based stuff is expected to be ready to go to market with the TVs themselves to follow soon after, I'd say you might think about it this way: You can't justify upping production of soluble OLED material without a market for soluble OLED material. You can't make a market for it without a way of making the displays. The world has that way now. It's going to start making displays. That will start making the money. That should attract investment in the material making.
Maybe there are issues with ramping production and it could well be that between everything, there's a reason you won't
see TVs in 2016, but I'm pretty sanguine that if there's a TV customer for YIELDjet, there'll be material to make OLEDs on it.
And without speaking for Kateeva, I'd say they likely believe the same thing.