Samsung & LG Move To ALD for OLED encapsulation may push Applied Materials out of the market

Here is a recent follow up on the rumor that Samsung Electronics and LG Display will move to ALD Encapsulation (and drop PECVD) from Seeking Alpha (Summary below) : LINK

• Samsung Electronics and LG Display have indicated a move to atomic layer deposition for encapsulation of flexible OLED displays.
• Applied Materials makes competing equipment and the move by these OLED titans will eliminate the need for equipnent from Applied Materials.
• Veeco may be the main beneficiary as Samsung has been developing its encapsulation process on Veeco equipment.