Zitate aus dem CC Transcript The R&D expenses for the OLED activities in Q1 were just over EUR 4 million.
......and the resulting data will be the basis for the customer?s decision to order production size (my comment - qualification) chamber during 2019. to proof scalability of the concept Felix Grawert Yes, the qualification progress is on track and the tool has been installed. As we mentioned before, what?s now happening is a number of functional tests of the tools. It?s a very complex tool with a huge and complex functionality. As I said, all the different functions are being tested and elements, blocks to the tool are being put into operation. And when that is completed, then a complete OLED test will be run by the customer as we have always explained before. And then the customer, out of running and sort of producing these R&D-type OLEDs and the customer will get their data, their measurements and make their decision, yes? So to say, within this complex process, things are on track. Malte Schaumann Okay. Are you willing to provide a time frame when the R&D OLED stacks should be ready to be produced? Felix Grawert No, we wouldn?t comment about details of that. But everything happens throughout 2019. Aus dem IQE Artikel - VCSEL Lieferant für für Apple The achievement of full product qualification status is the result of extensive quality and process audits by the customer and their end OEM, as well as exhaustive product qualification trials including full reliability testing. Qualification of further tools is in progress and is expected to complete over the coming months.
Zu IQE: Dort tested anscheinend sowohl Apple als auch Foxconn. Der letzte Satz könnte bedeuten, dass dies für jedes MOCVD-Tool das angeschafft wird der Fall sein könnte. Dauer Monate. Zu Aixtron: Felix Grawert hat es ganz gut beschreiben. Neben der Investitionsentscheidung, wenn der Kunde Samsung sein sollte, geht es ja um den Bau einer Fabrik mit mehreren Tools zu Hunderten von Millionen. Kunden von Samsung Display sind Samsung Electronics für TV und Apple für iPhones. Auch die müssten die Display abnehmen, nachdem sie auf Haltbarkeit, Farbechtheit, Fehlerfreiheit geprüft worden sind.
Das kann dauern, aber Aixtron redet ja schon von einer Auftragshöhe für das Produktions Quali Tool, investiert Millionen pro Quartal und hat es in die Guidance für 2019 inkludiert. Ich bin optimistisch und habe Geduld.
Gruß baggo-mh
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