Originally Posted by tgm1024
I need clarification on two levels of this in order to understand it.
- I always assumed that when anyone referred to production capabilities (using whatever term), they were talking post yield. Naive of me?
- What do they mean that a portion will be used for R&D as if that impacts the 50,000/month number? How could internal R&D usage of any sized department amount to anything substantial?
No, the capacity is based on the number of substrates they can run
. It's not the post-yield number at all.
Originally Posted by ynotgoal
I'm sure Rogo will reply but since I'm here at the moment.
1. LG gave the capacity of the equipment. They didn't at the time, and probably still don't, know what the ultimate yields will be so this stated capacity does not reflect yield losses.
2. This is LG's initial pilot production line. As an earlier poster mentioned and with any technology they will always be experimenting with new technologies, new materials, new processes and they need manufacturing equipment to try it out and see how it works at scale. I guess one could call it "manufacturing R&D". It won't be a significant size in terms of ultimate production capacity years from now but it may be a significant part of this pilot line.
I think people are somewhat confused by how this works, but the fact is if the line can process 50,000 substrates per month with 6 panels per, the goal is 300,000 perfect panels per month. They will tweak each step of the process to get there, but it's not like some portion of the line is dedicated to failure and then they turn back on "make good panels" for some period of time.
No, Harrod's taking a demo unit doesn't constitute a customer, sorry. Delivering a single demo unit to the world's single-most famous department store proves nothing, actually. They had at least 10 working demo units at CES this year and nearly that many last year. In between those shows, they sold exactly zero units. The ability to hand one unit over a third-party in London who currently has no ability to deliver a single unit to a customer before summertime
doesn't prove much of a darned thing.
While I'm sure Slacker can speak to his beliefs, I am a bit curious what "Following the LG launch and supply to the Korean market earlier in the year" means to you? Also not sure why it matters that much since as soon as we see it in stores that won't matter because it'll be too expensive and have no market share, etc etc.
I'm certainly not speaking for Slacker, but to me, this "launch" in Korea has yet to be proved to be more than a press release. Not even the OLED fanboy sites have a report of a customer taking delivery nor of an actual store in Korea where you can go buy one. Maybe you think that doesn't matter, but some of us think it does.
As to why, the part where regular people buy them comes after
the part where it's sold for months of being too expensive with no yields, no market share, etc. Until that part starts, the second part can't be approaching. And there isn't evidence that part has started.
When there is, it gets more interesting.