If you read Felix's remark again in the 10/30/19 CC, he repeated what he said in the 2018 AGM. That is, if OVPD lives up to its expectation, i.e. lower cost, better films, more versatility, etc., then Samsung will use it on smartphone or TV, or could be for both. " Either or" is how I read it. Again, 80% of the OLED is in the smartphone applications today. More clarification on the progress would be nice since it is the same message for a long time.
Felix:
"Getting to your third question, how confident we are that we will get an order in 2019 for
the next larger scaled-up system. As we mentioned, we are executing our development
program, which comes in multiple steps: Currently, we are installing our Gen2 system in
the fab of our customer. The customer will then test this system, and the system has to
live up to the value proposition that we are expecting. If the value proposition is verified
based on the Gen2 system, we can expect to get an order. If it fails to fly, we will not get
the order. That is the risk, which is still pending over our OLED activities.
To your question about the target market, smartphone or television. This depends largely
on the decision of our customer. A television system would be a larger size than a
smartphone system. I would not want to anticipate here the decision of the customer
before it is being made, because we understand that at our customer, a number of things
really depend on the verification of the technology and on their internal roadmap
discussion. We will follow our customer's wish here. And with this, I will hand over to
Bernd." |
Thread abonnieren
baggo-mh
