The article says shipment of Canon Tokki tool in March 2020, not production in March 2020. If Aixtron gets the order if Fall 2019, then shipment would probably in March too. This is just guessing.
On the TV plan of Samsung, I believe the Korean press indicate the OLED pilot line production would be a Gen 8 by converting the Gen 8 LCD line of Samsung which would stop operating this month. The Gen 10.5 line, if Samsung decides, would be a phase-II like plan when true mass production starts. I can vision that Samsung tests the market with QD OLED TV using the Gen 8 panels. If it is a success, Samsung goes Gen 10.5 production eventually.
The article also says Canon Tokki is altering the number of chambers based on Samsung request. Perhaps an OVPD chamber of one or two is in the mix? We do not know what Samsung is planning. I even think that Samsung has two tracks of TV development, one is based on QD-OLED that Canon Tokki takes while the other is RGB OLED TV where Aixtron, AMAT and Kateeva take.
Please be aware I am speculating a lot here and don't just take my words. |