Strategies to Reduce the Cost ofOLED SSL Manufacturing · NanoMarkets' "OLED Lighting Market...

“Strategies to Reduce the Cost ofOLED SSL Manufacturing”

Trovato Mfg., Inc. 7920 Rae Blvd., Victor, NY 14564 585-742-8070 (3811 fax) www.trovato.orgTrovato Mfg., Inc. 100 Kexue Road, Zhengzhou, Henan Provence, China 450001 1

DOE Manufacturing WorkshopBoston, MAJune 6, 2013

Tom TrovatoTrovato Mfg., Inc7920 Rae Blvd., Victor NY [email protected]

Trovato Mfg’s New Headquaters in Victor, NY

“Strategies to Reduce the Cost ofOLED SSL Manufacturing”

1. The ExpectationThe DOE RoadmapNanomarkets’ projections for OLED SSLDisplaySearch trendsIDTechEX

2. The “State of the Art”Sunic – “Korea Inc.”China’s Deep PocketsUS pilot efforts

3. The Path ForwardLow Cost, Low/Moderate volume manufacturing tools

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Trovato Mfg., Inc. 7920 Rae Blvd., Victor, NY 14564 585-742-8070 (3811 fax) www.trovato.orgTrovato Mfg., Inc. 100 Kexue Road, Zhengzhou, Henan Provence, China 450001

1. The Expectation

“The difference between fact and fictionis that fiction has to make sense”

Tom Clancy

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1. The Expectation

Cost reduction anticipated by process optimization and volume scaling

Source: LG ChemFrom the DOE SSL Manufacturing Roadmap August 2012

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1. The Expectation

NanoMarkets' "OLED Lighting Market Forecasts 2013"

OLED market scenario 1:

One or two "champion" firms will emerge (perhaps with government support), make substantial performance and process improvements, and sufficiently expand production capacity to bring costs down to a level that will finally enable penetration of general illumination markets.

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1. The Expectation



If no champion emerges, costs stay high, and performance lags the competition then OLED lighting will be relegated to specialty, niche-only luxury lighting with a market value unlikely exceeding $500 million in revenues before the end of the decade. This will certainly lead to a large exodus from the business.

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1. The Expectation



Industry fails to attain any reasonable targets– cost or otherwise – and thus relegating the technology to the dustbin of abandoned "revolutionary" technologies.

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1. The Expectation

Dr. Jennifer Colegrove - DisplaySearch – 2012 OLED Summit

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1. The Expectation

Dr Norman Bardsley, Bardsley Consulting &Dr Khasha Ghaffarzadeh, Head of Consulting, IDTechEx

IDTechEx Research finds that in its "most likely" forecasts

scenario OLED lighting will become a $1.3 billion market in 2023

- equating to 1.3% of the market size of LED lighting at that time.

The new report by IDTechEx "OLED vs LED Lighting 2013-

2023" (www.IDTechEx.com/oled) finds that OLED lighting is

likely to struggle to define and communicate its unique selling

points and may remain an over-priced and under-performing option compared to LED lighting…

OLED vs LED Lighting:

Is there room for OLED Lighting?

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http://www.idtechex.com/emails/click.asp?email=tom%40trovato.org&eid=5312&url=http://www.IDTechEx.com/oled

2. The “State of the Art”

“Insanity: doing the same thing over and over again and expecting different results.”

Albert Einstein

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Sunic’s GEN 5 In-Line OLED Lighting Evaporation SystemInvited Paper 55.4 / G. M. Lim SID 2013 DIGEST

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GEN 5 (1100mm X 1300mm)

1 minute TACT

Film thickness uniformity of less than +/-3.4% (metal)

Film thickness uniformity of less than +/-1.3% (organic)

Continuous evaporation with no stop : more than 300 hours

Utilization efficiency of organic material : larger than 60%

Assuming an 80% uptime and 80% yield:>20,000 m/sq per 300 hr run >500,000 m/sq per year

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But where is the market for ½ million m/sq of OLED SSL?

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China’s “12-5” – the current 5 Year Plan specifically calls fordevelopment of production capability in OLED SSL

Will China be the “champion” of OLED SSL?


Trovato Mfg. is supportive of the OLED SSLpilot and production efforts in the US:

Moser Baer Technologies&OLEDWorks

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3. The Path Forward

Nikos Kazantzakis

“That which does not exist is not sufficiently desired”

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3. The Path Forward

Specialty, Wedge & Nichemarket entry opportunitieslike:

MarineAutomotive

Aviation

Low Cost, Low/Moderate volume manufacturing toolswill help enable-

LED & OLED are compatible and complimentary – not competitive!

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3. The Path Forward

Just like LED…

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Just like OLED display…

Make small, useful devices to gain market entry!

3. The Path Forward

There are 5 cost killers in OLED SSL:

1. Substrate2. Materials3. Stack4. Encapsulation5. Deposition Equipment

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3. The Path Forward

Low cost strategies to reduce the production tool CAPEX by 10X

• Chamber construction• Modular design• New organic source concepts• Rate/thickness control• Substrate transport

GEN 2 production in-line evaporator W/ >10,000 sq/m per year capacity

$20milion

$2milion

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3. The Path Forward

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3. The Path Forward

Nikos Kazantzakis

“For, by believing passionately in something whichstill does not exist, we create it.The nonexistent is whateverwe have not sufficiently desired,whatever we have not irrigated with our bloodto such a degree that it becomes strong enoughto stride across the somber threshold of nonexistence.”

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Thank you…

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Strategies to Reduce the Cost ofOLED SSL Manufacturing · NanoMarkets' "OLED Lighting Market...

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