Due to the need to drive the future 15-22 AR/VR mobile OLED factory

The Internet of things, AR/VR, unmanned vehicles such as often in all the mouth of the topic, we look forward to the future application as long. But the manufacturer to produce computing chips, required for these applications and storage devices, due to high quality planning content and VR/AR content close to the eye, and need to show a higher resolution screen, behind the need to control chip, also requires the wafer manufacturing equipment (WaferFabricationEquipment, WFE), the only way to production. In the OLED display betting considerable application of the material company, is also expected due to the widespread use of VR/AR, the future will increase the production of mobile devices 15~22 block required OLED plant.

Application materials as semiconductor equipment manufacturers, quite optimistic about the future of the relevant technology is mature, can drive the growth of their performance. To VR/AR, OLED has become the standard for panel materials, such as head mounted devices, smart phones, tablet, pen, display, television are required. Application of materials in the future need to add a new 15~22 wafer fab to meet demand. In addition to VR/AR driven demand outside the OLED, due to the content of the VR/AR, but also need more operational efficiency and storage space, there is an increase in demand.

The VR/AR driver OLED demand.

In the smart car, you can expect more semiconductor components will be added to the car. 2016 L1 or L2 self driving, the total price of the original semiconductor 350~1000 dollars, to the 2020~2025 will reach L3 or L4 grade self driving, a total cost of semiconductor components to rise to $5000~10000.

The automatic driving of intelligent vehicles with degree increase, semiconductor demand will be more and more.

For wafer fabrication equipment manufacturers of semiconductor boom one step ahead of awareness, with VR/AR and smart car with Chinese blessing, wish to establish their own 3DNAND semiconductor supply chain, the evolution process, the development of 10nm, 7Nm technology, application materials for future semiconductor market situation is quite optimistic, also reflected in their earnings above. Application materials revenue growth to $600 million in fiscal year 2013 to 2016. In addition, the application of materials in the WFE equipment spending target market size from 53% in 2012, up to 2016 of 63%. We will wait and see, VR/AR, smart cars and other areas brought about by the vision of the future, as well as the application of materials to achieve the intended goal.

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