According to Seeking Alpha, Korean ALD OEMs led by Jusung Engineering is growing quick for flexible OLED and Memory business (3DNAND & DRAM). It will be interesting to see if this will be verified when the Research Companies will release their 2016 numbers in the next 1-2 months. Please keep in mind that ALD is not always ALD and that Lam Research have a lot of dielectric CVD business in 3DNAND shuffling those 64 Layer stacks.
Jusung Engineering (jseng.com)
Seeking Alpha summary:
- Applied Materials is facing a two-pronged attack on its entrenched PECVD thin film deposition technology in OLED displays and memory devices from Atomic Layer Deposition (ALD) technology.
- Korean ALD equipment suppliers Jusung Engineering and NCD are gaining market share from Applied Materials in flexible OLED displays for smartphones.
- Korean ALD equipment suppliers Jusung and Wonik IPS and U.S. supplier Lam Research are rapidly gaining market share from Applied Materials in 3D NAND and DRAMs.