As I have stated before, the requirements for the QD layer in this device is much different than on the current implementation strategy of QD film. In QD-OLED the QDs must be highly concentrated to absorb as much blue light as possible. The QD layers must be highly uniform in thickness as this will directly impact the brightness of each sub-pixel, in turn impacting uniformity. One benefit (to the QDs) is that the QD layer is at the front of the screen so the intensity of blue light is probably far less than what is seen in the back-light unit where QD films sit. Additionally, the QD layers will likely be deposited on a glass substrate (see figure above) so encapsulation is inherent on one side. This means encapsulation (using TFE perhaps) is only required on one side of the QD layer. Implementation of QD films requires a barrier film on both sides of the QD layer.
So why did Samsung choose SEMES over Kateeva? For starters, SEMES is mostly owned by Samsung, so it keeps the technology close to home. Additionally, SEMES is a larger company and has a suite of display equipment available, so if Samsung chooses SEMES for other tools there may be some benefit in both price and continuity. Even though Samsung relies on Kateeva for TFE of OLED displays it seems Kateeva will not be participating in the QD-OLED game anytime soon.
So what will QD-OLED look like? There was a small demo at SID Display Week 2019 by CSOT, but to be honest it did not impress anyone. It was reported that Samsung showed a QD-OLED at CES earlier this year behind closed doors. In theory QD-OLED displays should have all the benefits of OLED (viewing angle, deep blacks, thin form factor) along with the color purity and efficiency that QDs bring to the table. If SID Display Week is not canceled in 2020 I’m hopeful we may see a QD-OLED display there. But given these uncertain times it seems more likely we’ll get our first real glimpse in 2021.
The announcement of Kateeva layoffs reminds me of QD Vision in 2016 which signaled the beginning of the end. I hope the same isn’t true for Kateeva. Best of luck to all those impacted, especially during these uncertain times.