Category Archives: Touch Technologies

September 28, 2011 — Carbon nanotubes (CNTs) have failed to meet commercial expectations set a decade ago, and another carbon nano material, graphene, is being considered a viable candidate in the same applications: computers, displays, photovoltaics (PV), and flexible electronics. CNT and graphene transistors may be available commercially starting in 2015, according IDTechEx’s report, "Carbon Nanotubes and Graphene for Electronics Applications 2011-2021".

Printed and potentially printed electronics represent the biggest available market for these transistors: the value of devices incorporating CNT and/or graphene will top $44 billion in 2021.

Graphene materials have become commercially available in a short time, prompting application development and processing advances, notes Cathleen Thiele, technology analyst, IDTechEx. Graphene is a fraction of the weight and cost of CNTs, and could supplant it, as well as indium tin oxide (ITO) in some applications. Graphene has no band gap, and therefore must be modified (stacking layers of graphene in certain patterns, for example) to act as an electronic switch.

OLED and flexible PV cells will make up a $25 billion market in 2021, says Thiele, and some of these products will use graphene combined with other flexible, transparent electronic components

Graphene-based transistors are demonstrating high performance and lower cost, thanks to new graphene production methods. Graphene transistors are a potential successor to certain silicon components; an electron can move faster through graphene than through silicon. Tetrahertz computing is a possible application.

CNTs are still a strong research area, Thiele notes. They can be used in transistors and conductive layers in touch screens, and as a replacement for iTO. The cost of CNTs is dropping from prohibitively high levels seen a few years ago. Chemical companies are ramping manufacturing capacity. Carbon nanotubes face challenges related to separation and consistent growth. Electronics applications require CNTs of the same size, as size affects CNT properties.

For more information on “Carbon Nanotubes and Graphene for Electronics Applications 2011-2021,” contact: Raoul Escobar-Franco at [email protected], +1 617 577 7890 (USA), or visit www.IDTechEx.com/nano.

Printable CNT inks and graphene-based inks are beginning to hit the printed electronics market. IDTechEx will host the Printed Electronics & Photovoltaics USA conference & exhibition in Santa Clara, CA, November 30-December 1, www.IDTechEx.com/peUSA, with talks on both nanomaterials.

Graphene:
Dr Narayan Hosmane from Northern Illinois University will share how he almost by accident produced high-yields of graphene instead of the expected single-wall carbon nanotubes using the Dry-Ice Method. He will discuss synthetic methodologies for producing large volumes of graphene.

Kate Duncan from CERDEC, the U.S. Army Communications-Electronics Research, Development and Engineering Center, will present on direct write approaches to nanoscale electronics.

Prof Yang Yang, head of the Yang Group at University of California, Los Angeles (UCLA), will give a brief summary on olymer solar cells and UCLA developments with G-CNTs, a hybrid graphene-carbon nanotube material.

Dr Sanjay Monie, Vorbeck Materials, will give the latest R&D news on the Vor-ink line of conductive graphene inks and coatings for the printed electronics industry.

Carbon nanotubes:
Stephen Turner, Brewer Science, will talk about Aromatic Hydrocarbon Functionalization of carbon nanotubes for conductive applications. Brewer Science’s CNTRENE carbon nanotube material was developed for semiconductor, advanced packaging/3-D IC, MEMS, display, LED, and printed electronics applications.

Dr Philip Wallis, SWeNT, will discuss proprietary V2V ink technology and how SWeNT fabricates and tests TFT devices.

Dr Jamie Nova, Applied Nanotech (ANI), will cover CNT field emission.

September 5, 2011 — Displaybank released "Capacitive Touch Panel Technology by Structure & Process Analysis," a research report on capacitive touch panel technology, structures and manufacturing processes. Trends include larger sizes with a narrow or white bezel, capacitive touch panels without separate touch sensors, and a move away from film-based and single-layer glass-based panels.
 
Tablets and smartphones are driving enormous demand for touch panel displays, particularly projected capacitive (PROCAP) style panels.

Technical issues and a lack of cooperation could restrain touchscreen growth. Companies have several solutions for PROCAP touch panel structures (Figure 1), and each technology will need to develop for company differentiation.

Figure 1. Diversified composition of PROCAP touch panel technology. Source: Displaybank, Taiwan Touch Panel Industry and Competition Analysis, KDC 2011.

Capacitive touch panel is progressing toward cover window integrated touch, which does not require separate touch sensor. This structure is known as G2 (or DPW, TOC) and it offers improved optical and touch performance. Improved productivity and yield will lower the cost of this technology, and many current touchscreen makers are actively engaging G2 processes.

Figure 2. Structural comparison of PROCAP touch panel technology. Source: Displaybank, Capacitive Touch Panel Technology by Structure & Process Analysis, June 2011.

The touchscreen display industry is moving from film-based (GFF) or glass-based (GG) to G1F, G2, GF2, and glass-based multi-layer structure, AMOLED On-cell technology. The advantages of GFF are low capital cost, suitable for small quantity batch production, and light structure. GG is suitable for mass production and has better appearance properties, but it has high investment costs and is heavier than film-based panels. In past, the structure was fixed as GG or GFF but now new technologies such as G1F, G2, and AMOLED On-cell are gradually gaining share.

Displaybank’s Touch Panel Industry Report/Consulting Service covers Touch Panel Market and Industry, Technology, Patent Analysis and Product Structure Analysis. Learn more at www.displaybank.com.

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September 1, 2011 – PRNewswire — Reportlinker.com released The Future of Mobile Display by ROA Holdings, which finds that larger panels are increasing mobile device usage, and AMOLED is replacing LCD as the mainstream display technology. Mobile device companies, rather than display makers, are leading the drive for new technologies.

Active organic light emitting diode (AMOLED) is ousting LCD for displays because of better performance and capacity of realizing flexible display. Electronic paper display (EPD), quantum dot (QD) and micro electro mechanical systems (MEMS) are emerging along with new applications for these display technologies. New displays, including 3D and flexible displays, are being aggressively pursued. From 2008, mobile display prices declined as technological differentiation became trivial. Recently, however, technologies are how mobile device manufacturers differentiate themselves. Larger and better-resolution display panels neccesitate lower power consumption and superior readability in sunlight.

Mobile Display is emerging as one of the key hardware groups among mobile handset manufacturers. Mobile display panels have been developed with technological characteristics different from IT devices and televisions. Also, its development speed has been faster than other applications. While size and technology are hardly standardized in mobile displays, ROA Holdings defines mobile display as a 10" or smaller display customized to the mobile environment.

Initially, Japanese companies dominated mobile displays with competitive technologies. Soon, Taiwanese companies arrived with cheap price and large supply. Now, mobile device companies like Apple are leading technology development. Apple and Samsung are investing in improved hardware and related technologies.

In 2010, mobile display surpassed laptop display market with achieving a total shipment of 3 billion and sales of USD24 billion. The market is expected to maintain an annual growth rate of 5%.  

Each mobile application is expected to develop in its own market direction:
Mobile handsets are growing touchscreen usage. More smartphones are being equipped with a 3.5-inch display or larger panel at 250ppi. Technological fortitude is neccessary to compete in the smartphone display market.

Digital imaging standards have improved from conventional DSC standards to mobile handset standards, with bigger and better-resolution screens. Prices are falling faster compared to previous years.

Portable media players, like iPods, are changing the media player landscape, making it more high-end. As the iPod goes, so to will the rest of the PMP market.

Automotive applications, like factory-integrated navigation and portable navigation, are seeing a price decline as the market becomes saturated.

Amusement is a closed market dominated by two manufacturers and two display suppliers. The market is active in adopting new technologies.

The report provides quantitative prediction and qualitative analysis on the possibilities and values of technologies, including AMOLED, EPD, Quantum Dot and MEMS in a way to verify their effectiveness. Order Wireless Technology Industry: The Future of Mobile Display at http://www.reportlinker.com/p0609414/The-Future-of-Mobile-Display.html#utm_source=prnewswire&utm_medium=pr&utm_campaign=Wireless_Technology

August 29, 2011 – BUSINESS WIRE — Touchscreens went from showing up in 7% of smartphones in 2006 (prior to the first iPhone launch), to being integrated into 75% of the devices in 2010. Touchscreens were a key driver for the smartphone market’s 325% growth over the 5-year period. The next 5-year period will increase touchscreen infiltration to 97% of all smartphones (by 2016). Touchscreens will be as important as 3G speeds and as common as WiFi, predicts ABI Research.

The evolution of screen and touch technologies triggered rapid growth. Lower-cost resistive touch technology is overwhelmingly being replaced by projected capacitive technology in smartphones, ABI Research reports. The "more elegant" projected capacitive touchscreen was first introduced in mobile phones through the iPhone.

Also read: NAND flash growing on smartphone, tablet integration and $10B more semi capex thanks to tablets, smartphones

Low-cost capacitive touch controllers that use a single layer of sensors instead of two, reducing costs by up to 30%, are opening up a lower-end touchscreen phone market. eReaders, the most fragmented device category in display and touch technologies, now have options that enable finger touch and are "at a cost that could standardize the segment’s displays," says Kevin Burden, vice president, mobile devices, ABI Research.

ABI Research’s report, "Mobile Displays and Touchscreens," covers emerging display and touchscreen technologies for smartphones, handsets, eReaders, media tablets, and PNDs. It also examines competing technologies such as EMR, ERT, resistive, capacitive, and SAW and technologies still in lab development. It provides unit shipments and attach rates by technology and region across the various mobile device segments. Order the report at http://www.abiresearch.com/research/1003804.

The report is part of the Smartphones and Mobile Devices Research Service. ABI Research provides in-depth analysis and quantitative forecasting of trends in global connectivity and other emerging technologies. For more information visit www.abiresearch.com.

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August 5, 2011 – Rice University’s James Tour’s Lab has created thin films from graphene that eliminate expensive, brittle indium tin oxide (ITO) films for touchscreen displays, solar panels, and LED lights. The see-through graphene-hybrid film is flexible, allowing integration into body-wearable electronics or building integrated photovoltaics (BIPV), among other commercial applications.

Rice University’s hybrid graphene/aluminum mesh material. (Credit: Yu Zhu, Rice University)

The Tour Lab’s thin film combines a single-layer sheet of highly conductive graphene with a fine grid of metal nanowire. The combination outperformed ITO and competing materials at the Lab, offering better transparency and lower electrical resistance. The hybrid works better than pure graphene, which interacts too much with its substrate, Tour said. The fine metal mesh maintains conductivity without blocking transparency, added postdoctoral researcher Yu Zhu. The gaps in the nanowires make them unsuitable stand-alone components in conductive electrodes. The researchers settled on a grid of 5um aluminum nanowires.

Standard roll-to-roll (R2R) and ink-jet printing could produce the metal grids on a commercial scale. Roll-to-roll graphene production is also becoming more readily available from nanomaterials manufacturing companies. Tour believes the ITO replacement can be scaled up immediately.

An electron microscope image of a hybrid electrode developed at Rice University shows solid connections after 500 bends. (Credit: Tour Lab, Rice University.)

In tests, the hybrid film’s conductivity decreased 20%-30% with the initial 50 bends, but after that the material stabilizes. "There were no significant variations up to 500 bending cycles," Zhu said. More rigorous bending test should be performed by commercial users, he added.

The film also proved environmentally stable. When the research paper was submitted in late 2010, test films had been exposed to the environment in the lab for six months without deterioration. After a year, they remain so.

Yu Zhu holds a sample of a transparent electrode that merges graphene and a fine aluminum grid. Clockwise from top right: James Tour, Zhu, Zheng Yan, and Zhengzong Sun. (Credit: Jeff Fitlow, Rice University.)

The Office of Naval Research Graphene MURI program, the Air Force Research Laboratory through the University Technology Corporation, the Air Force Office of Scientific Research and the Lockheed Martin Corp./LANCER IV program supported the research.

The research was reported in the online edition of ACS Nano. James Tour is Rice’s T.T. and W.F. Chao Chair in Chemistry as well as a professor of mechanical engineering and materials science and of computer science. Yu Zhu is lead author on the paper. Rice graduate students Zhengzong Sun and Zheng Yan and former postdoctoral researcher Zhong Jin are co-authors of the paper.

by Michael A. Fury, Techcet Group

Click to EnlargeApril 27, 2011 – Moscone Center West is a cavernous facility for a meeting of this nature, but the size of each conference room is required for most of the sessions I’ve seen. Wireless Internet access is available in the lobby of the two meeting floors, but most decidedly not inside any of the meeting rooms. I find this to be a great courtesy to the speakers, as the attendees are paying attention rather than checking email as so often happens at other meetings.

The other consequence of having conference rooms with temporary walls (these are otherwise vast exhibition floors, after all) is that there are no wall sockets for recharging laptops. The audio-visual equipment in each meeting room depends on miles of orange extension cords. The easiest way to find a wall plug is to look for the cluster of folks sitting on the floor along the wall in the halls and lobby for no other apparent reason. The eight-hour bra was so much easier to achieve than the eight-hour battery…


(Additional presentation details can be found online on the MRS Spring 2011 abstracts page. The underscored codes at the beginning of papers reviewed below refer to the symposium, session, and paper number.)

Future CMOS, III-V, memory

Jesus del Alamo of MIT (P1.1) reviewed the challenges of CMOS below 22nm, proposing that III-V CMOS provides a path through this age of power-constrained scaling. Maintaining a constant power demand requires reducing the operating voltage. He has built an InAs HEMT FET with the highest fT of any material to date, 681 GHz, and ION that is 2× the benchmark Si devices at 0.5VDD. This is partly attributed to an electron injection velocity that is twice that of silicon. Perhaps the most significant challenge to migrating these devices onto silicon substrates is fabricating Ge PMOS and InGaAs/InP NMOS side-by-side. Future 10nm devices will need to incorporate a quantum well, a raised source/drain and a self-aligned gate based on the best learning to date. A planar FET may not be able to meet the electrostatics requirements, but a 3D structure offers hope.

Iain Thayne of U. Glasgow (P1.5) gazed into the foggy future of III-V MOSFETs at 15nm scaling and beyond. His horizon extends to 2024, with a target gate pitch of 15nm and channel length of 7nm. Experimental data seems to suggest a move from GaAs/Ga2O3 toward In0.53Ga0.47As/Ga2O3 with an Al2O3 cap. Device realization with a gate first process was accomplished with In0.3Ga0.7As/ Ga2O3/GdO for process learning, but additional work is needed.

Jaesoo Ahn of Stanford (P1.7) explored the use of TiO2/Al2O3 bilayer dielectrics as the gate oxide for In0.53Ga0.47As MOSFETs. Removal of the As surface cap prior to gate dielectric deposition creates an atomically abrupt interface. Crystallization of the TiO2 in the bilayer during forming gas anneal generates high-k rutile domains, believed to be responsible for an increase in capacitance that does not occur with an Al2O3 monolayer. The TiO2 bilayer also reduces the leakage current.

Bhaswar Chakrabarti of the U. Texas/Dallas (Q1.3) talked about SiO2/HfO2 stacked films as tunnel-barrier engineered (TBE) structures for flash memory. Such layers should provide better program current and retention than a single SiO2 layer, according to simulations. Tunneling current was measured in simple MOS capacitor stacks. Thick (16nm) HfO2 layers are not suitable for barrier engineering; the temperature dependence indicates trap-assisted tunneling. Traps are still evident in a 3nm HfO2 layer, and are not removed by annealing; this is believed due to growth of an interfacial oxide. The simulation hypothesis was not supported.

Low-k

Willi Volksen of IBM Almaden Research (O1.3) re-opened the CVD vs. spin-on low-k dielectric debate with the introduction of a base-catalyzed sol-gel material with a k value of 2.4 that is reportedly extendable to k=1.8. Emphasis is on molecular reinforcement of the pore system with the objective of reducing plasma etch damage. The work is a collaboration with JSR.

Continuing on the resurgence of spin-on low-k, UT/D’s Suresh Regonda (O1.5) presented on a polysilazane material designed for STI trench fill <32nm. Target trench specs were AR>20 with a top width <25nm (<10nm at bottom). Preliminary results show 20MV/cm @ 400°C and 12MV/cm @ 800°C. Dongjin supplied the SOD material.

Anthony Grunenwald of the European Membrane Institute in Montpellier, France (O1.4), described the design of hydrophobic ultralow-k (ULK) materials with isolated mesopores. Copolymer films were calcined at 450°C or treated with UV-thermal at 400°C. The UV-thermal was unsuccessful for complete removal of the porogen. While fundamental learning took place, the materials are not ready for prime-time.

Shoko Ono of Mitsui Chemicals’ R&D center (O2.4) described the quest for a wet process for a stable, ultra-thin pore seal for porous low-k dielectrics. The aqueous system with undisclosed ingredients leaves a conformal 2-3nm continuous layer that is stable to 350°C. Cu diffusion measurement by triangular voltage sweep indicates complete suppression of Cu ion drift to 125°C.

CMP/cleaning

Xin Liu of Arizona State U. (O2.3) talked about a N2/H2 plasma process for simultaneous cleaning of post-CMP low-k and Cu surfaces. The ILD studies was a low carbon 25% porosity material with k of 2.5. Plasma treatment tends to leave a hydrophilic surface that causes k to increase on standing in air; the mechanism was hypothesized but a solution was not. The Cu cleaning seems to be effective with no downside.

John Zhang of STMicroelectronics (O3.1) talked about the challenges in achieving CMP planarity at the contact level posed by the presence of both tensile and compressive nitride films on the working surface. The tensile nitride has a removal rate 30% higher than the compressive nitride. Proper choice of the deposition sequence allows planarization to occur without generating local stress gradients that create defects within the device.

Lucy Nolan of the U. of Alberta (O3.3) talked about fluid flow characteristics in CMP. On the platen, the slurry flow is treated as laminar and steady state, but is modified by the pad groove pattern and depth (pads from Cabot Microelectronics and NexPlanar were used). With deeper grooves, slurry velocity and acceleration across the pad is impeded, resulting in different slurry delivery dynamics at the wafer interface. The hypothesis of slurry starving at the outer radius of the pad was not supported.

Photovoltaics

Dries Van Gestel of IMEC (A3.1) expounded on the poly-Si PV target efficiency of 14%-15% for the technology’s commercial viability, which is only slightly higher than today’s hypothetical best case of 12.4%. Defect reduction is one stumbling block, which might be best addressed by laser recrystallization. Shifting from p type to n type doping is another is another change proscribed by the hypothetical best case. Early experimental results indicate a reasonable feasibility. Surface texturing, Ag nanoparticle plasmons, and advanced light-trapping designs are other features that are expected to be necessary to achieve 14%.

Joop van Deelen at TNO in Eindhoven (C2.9) put metal grids on top of TCO films to meet the needs of both short and long distance charge transport. His test vehicle was 45Ω/sq ITO on PET with a Cu grid consisting of 8μm to 60μm wide lines with an aspect ratio of 0.45 and total shading of 6% to 13%. A representative PV cell improved from 117 W/m2 to 138 W/m2 output.

Nanowires, graphene, nanotubes

Adele Tamboli at Caltech (EE1.9) showed a technique for wafer-scale growth of Si microwire arrays using SiCl4 CVD with a Cu catalyst. Wires with a length of 50μm could be lifted off with PDMS, resulting in a flexible vertical array adaptable for PV applications. Light scattering showed a uniform array of wires, including an on-sight generation of a nice diffraction pattern using a laser pointer.

Ilia Ivanov at Oak Ridge National Lab (G1.8) is addressing the 4Bm2 annual market for display glass with his studies of transparent conductive coatings using carbon nanotubes (CNT). As manufactured, SWNTs are typically 1/3 metallic and 2/3 semiconducting; the semiconducting CNT reduce transmittance without contributing to conduction. Whereas carbon black requires up to 10wt% for conductivity, metallic CNT requires <1wt%. Frequency dependent impedance spectroscopy can generate macroscopic data that separates bundle resistance from junction resistance, providing a conduction percolation analysis of the CNT network. The data suggests that touch panel conductivity requirements can be met with an adequate volume production method for separated metallic CNT.

Phaedon Avouris of IBM Watson (P2.4) expounded on the challenges of using graphene for RF transistors and ultrafast photo detectors. Metal-graphene contacts are as resistive as the channel resistance itself. Wafer-scale graphene fabrication from Si thermal desorption of SiC yields micron-sized terraces with direction-sensitive resistivity ranging from 1kΩ-40kΩ within 5μm of each other, and so must be used with caution. Experimental device channels are now fabricated only on a single terrace. A device with 240nm channel length gave fT of 230GHz. CVD graphene grown on Cu is said to be more reliable as it can be grown a single crystal tens of μm across with low defects, and it is mechanically transferrable to other surfaces. The CVD graphene yielded a device with fT 155GHz at a 40nm channel length. A unipolar frequency mixer was chosen to demonstrate that graphene can be integrated into a complete IC processing environment. A photo detector with interdigitated Pd and Ti electrodes was fabricated and achieved reliable 10Gbit/sec data transmission.

Byung Jin Cho at KAIST (QQ4.1) described the use of graphene in ReRAM. The switching mechanism is dominated by oxygen diffusion, and not electrode metal filament formation. Memory cycling endurance is limited by metal diffusion. The electrode surface must be below a RMS roughness of 4nm in order for devices to reliable exhibit switching without breakdown..

Printed electronics

Antonio Facchetti of Northwestern U. and Polyera Corp. (T2.2) reviewed synthesis and fabrication strategies for organic, inorganic and hybrid materials for printed transistors. This served as prelude to his introduction of a new high-mobility electron-transporting organic semiconductor family based on the naphthalene diimide core. In amino-functionalized SAM dielectrics, the large positive calculated dipole moment contradicts the device behavior indicative of a negative dipole. The proposed explanation is that the amino transfers a charge to the silanol end, creating a zwitterion that behaves as a negative dipole. High mobility purity dense metal oxide films have been formed by in situ self-combustion chemistry.

Sanghyuk Kim of KAIST (T2.9) showed the results of nanoscale patterning using a two-step transfer printing process. A silver nanoparticle ink was coated on a donor substrate, lifted off with a patterned PDMS stamp and transferred to a target substrate. Following removal of the soft transfer PDMS, the Ag was annealed at 140°C to remove the excess solvent and sinter the nanoparticles. Transfer printing onto non-planar target substrates with 10μm step heights was demonstrated with good stamp pattern integrity.

Alasdair Campbell of Imperial College London (T2.10) described gravure printing for high-performance polymer LED devices for large-area displays and lighting. Gravure in conventional applications can print at 60m2/sec, making its throughput quite attractive. Polymer solvent systems must be carefully adapted for compatibility with the gravure process for film formation without a host of defects including wrinkling, delamination, surface roughness, and non-uniformity. A PEDOT:PSS LEP PLED gravure device was achieved with electrical parameters equivalent to a conventional spin coated device. An inverted hybrid PLED with a Cs2CO3 layer was 4×-5× better with gravure printing than conventional devices in terms of both current efficiency and power efficiency. It is thought that gravure produces a more interconnected amorphous morphology that improves electron injection.



Michael A. Fury, Ph.D, is senior technology analyst at
Techcet Group, LLC, P.O. Box 29, Del Mar, CA 92014; e-mail [email protected].

April 23, 2011 — Laird Technologies Inc. released the Tpcm 580SP Series phase change material, a high-performance, screen-printable or stencilable thermal interface material (TIM) product with a thermal conductivity of 4.0W/mK that provides an alternative to thermal grease.

The PCM pad contains a solvent that assists in processing, which allows for surface wetting. After drying, the solvent is moistureless to the touch, and therefore eliminates the mess associated with thermal grease.

Once the solvent is removed, Tpcm 580SP begins to soften and flow at temperatures around 45

April 13, 2011 Applied Materials Inc. (AMAT) launched the Applied AKT-Aristo Twin system for manufacturing touch-enabled displays. Featuring two independent processing tracks on a single system, the AKT-Aristo Twin enables simultaneous fabrication of two different film stacks.

Click to EnlargeThere are several touch screen technologies on the market, with capacitive multi-touch displays being the preferred technology for mobile applications. Advanced multi-touch displays require the deposition of up to 15 or more PVD film layers during manufacturing. The new AKT-Aristo Twin system can fabricate glass- and rigid plastic-based advanced touch panels, providing up to 50% higher throughput than competing systems and using half the manufacturing space, Applied Materials claims.

"Touch screens are enabling the next wave of growth in flat panel displays, providing smartphone and tablet PC users with a faster, more intuitive interface," said Tom Edman, group vice president and general manager of Applied’s Display Business Group, who added that AMAT has shipped multiple systems, mainly to major manufacturers in China and Taiwan.

Based on the AKT New Aristo PVD platform for LCD color filter and touch panel applications, the AKT-Aristo Twin system is capable of handling substrate sizes up to 5.5m2 (2.2 x 2.5m). The parallel architecture provides a compact footprint and potentially eliminates the need for multiple systems. The system also features leading-edge rotary target technology to achieve high production yield and the lowest available cost-per-substrate.

Applied Materials will showcase the capabilities of its AKT-Aristo Twin system at the 2011 FineTech Japan Exhibition and Conference, April 13-15 in Tokyo.

Applied Materials, Inc. (Nasdaq:AMAT) provides innovative equipment, services and software to enable the manufacture of advanced semiconductor, flat panel display and solar photovoltaic products. To learn more, visit www.appliedmaterials.com/display.

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April 8, 2011 – BUSINESS WIRE — Cambrios Technologies Corporation and Synaptics Incorporated (NASDAQ:SYNA) entered into a Reference Design Partner Agreement.

Synaptics will develop reference designs incorporating Cambrios ClearOhm material as a transparent electrode in projected capacitive touch sensors. These reference designs incorporate Synaptics’ integrated circuits (ICs) and intellectual property (IP). This system-level solution will help enable a wide variety of clear, multi-touch solutions for electronic devices, such as smart phones and tablet computers, that exceed the performance characteristics of the incumbent indium tin oxide (ITO) sensor designs, at a lower price point. Synaptics expects to develop and release the first reference design incorporating ClearOhm material to customers this summer.

"This collaboration with Synaptics will enable exciting alternatives to current ITO touch sensors," said Dr. Michael Knapp, president and CEO of Cambrios.

Cambrios is an electronic materials company that develops proprietary, competitive products using nanotechnology. The company’s first product is ClearOhm coating material that produces a transparent, conductive film by wet processing. ClearOhm films have improved properties by comparison to currently used materials such as ITO and other transparent conductive oxides. Applications of ClearOhm coating material include transparent electrodes for touch screens, liquid crystal displays, e-paper, OLED devices, and thin film photovoltaics.

Synaptics (NASDAQ: SYNA) develops human interface solutions for the mobile computing, communications, and entertainment industries. The company creates interface solutions for a variety of devices including notebook PCs, PC peripherals, digital music players, and mobile phones. www.synaptics.com.

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by James Montgomery, news editor

March 25, 2011 – Applied Materials had its Analyst Day on March 23. Key takeaways included: Where wafer-fab equipment demand is strongest, how solar manufacturing technology can expand, and why tablet computers and electric vehicles are underpinning a resurgence in 200mm demand.

Quickly updating on the Japan earthquake & tsunami situation, AMAT chairman/CEO Mike Splinter noted that the company’s 650 staff and families are all safe; some of the company’s 22 facilities in Japan sustained minor damage but all are back in operation, he noted. There has been "minor impact" on customers, but so far there has been "no material impact" on AMAT through 2Q11 — though the situation is still "dynamic and unpredictable," he added. Joe Flanagan, SVP of operations, added that the company has been able to address risks for all its Tier 1 and Tier 2 suppliers, and in some places concluded mitigation plans. There’s some infrastructure questions, but "we’re making prudent assumptions" and planning around them, he said.

Growth in SSG/semiconductors. AMAT EVP Rhandir Thakur offered updates on the semiconductor sector as a whole and the company’s own numbers:

  • Revenue growth of 170% — outpacing the overall WFE sector, thanks to gains in 2009/2010. Operating profit model targets $1.9B (Semitool is turning accretive ahead of plan). 2011 priorities for SSG: launch >12 new products, gain >1% share in 300mm WFE, >$2B profit.
  • AMAT still expects 18 new fabs/expansions in the next 2-3 years, translating to 1.2M more wafer starts/month, and $70B-$80B in WFE spending.
Click to Enlarge
(Source: Gartner, Applied Materials)

The company reiterated its areas of share gain since 2008: six points each in PVD and transistor fabrication, seven in CMP, and two in CVD. Translation: $1.5B growth in revenues. Looking forward AMAT expects four points in etch (foundries and memory), and some inspection; in plating/ECP the addition of Semitool has helped with business in both interconnect and wafer-level packaging.

Thakur noted that moving from the 65nm to 2Xnm node, memory and foundry/logic makers will be adding over 150 process steps. And more than 70% wafer starts in 2012 will be on advanced nodes (≤45nm process technologies), and that’s where 80% of spending goes. Added complexity — including 3D chip technologies, transition to HKMG, and EUV lithography (especially if it’s delayed) — is good news for AMAT, he summed.

Solar steady, LEDs coming up. EVP Mark Pinto pointed to HB-LED, new products for c-Si PV and "product enhancements" for thin-film PV. New growth is seen in extending Baccini Esatto technology in front metal, point contact, and selective emitter, enabling "up to a 2 point efficiency gain," though this discussion was "short on some of the technical details," writes Barclays analyst CJ Muse in a report. After three years with negative-teens operating margins, Pinto projected 26% operating margins (non-GAAP) in 1Q11, and gaining more than five points of share in wafering systems, Pinto pointed out.

In the future AMAT is looking at Gen3 c-Si and "disruptive" thin-film technologies, as well as expanding into manufacturing equipment for energy storage/batteries.

Still, there’s increasing concern about possible solar overcapacity and a slowdown in capacity additions. "At current run rate, Solar is roughly 20% of the revenues and slowdown in the area can be significant," writes Credit Suisse analyst Satya Kumar, in his own research report.

AMAT did not release its anticipated MOCVD tool for LED manufacturing, though it claims to have received signoff and actual sales from it. "It would appear that there was a miscalculation made in terms of not targeting China as an early adopter but rather as a fast follower," notes Barclays’ Muse. More pessimistically, Credit Suisse’s Kumar is "skeptical" of any traction from an AMAT LED-MOCVD product, "given that the competition is well established and the product is much behind original schedules."

In the display segment, sales are seen growing to $1B, driven by expansions into OLED and touch screens (i.e. areas requiring higher capital intensity), capacity expansion in China (more and larger TVs), share gains with its Pivot PVD tool. For touch screen manufacturing, the company is pushing a new Aristo PVD tool and sees opportunities in CVD for low-temp polysilicon. AMAT also sees a play in scaling OLED capacity and flexible displays (i.e. inkjet printing).

Tablets, EV driving the 200mm resurgence. An update from AMAT’s services arm (AGS) reiterated that demand for legacy 200mm equipment continues to be stronger than expected — and will remain so into 2012. The company has reopened its 200mm line in Austin that it took offline in 2009, and is retooling its entire supply chain to refresh for 200mm spares/service — many suppliers had discontinued their 200mm components or were simply no longer in business.

What’s behind this 200mm resurgence? While memory is almost completely converted to more economical 300mm, and CMOS logic has mostly gone over as well, what’s more than made up for that are analog devices and discretes and MEMS devices, for products in automotive, consumer — and especially tablet computers, according to group VP/GM Charlie Pappas. Apparently the iPad is heavily reliant upon 200mm silicon (75% of its silicon), which has lit a fire under process areas such as thick epitaxy, deep silicon etch, copper conversion, and productivity upgrades, he noted. Another driver: hybrid vehicles, which require a lot of power management. (His quick math: each EV car needs the equivalent of one 200mm wafer…and some estimates forecast 20M such vehicles in China in a couple of years, pushing wafer output back to prior peaks.) AMAT says it will take several quarters to fully catch up with the 200mm backlog built up in late 2010 (75% worked through by fiscal 3Q11, and fully caught up by F4Q11, i.e. Oct. 2011).

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200mm recovery and retooling creates opportunity. MPY = millions/year.
(Source: iSuppli, Applied Materials)