Information Display on the Future of QDEL

October 24, 2025

Ian Hendy, Bruce Berkoff, and Artur Podhorodecki, writing for Information Display Magazine:

“Imagine a technology that gives the same, if not better, emissive display experience as OLED but without the high costs of VTE. We believe the future QDEL industry will be able to deploy standard slot-die coaters (or similar) and IJP tools to “coat” the QDEL materials for a much smaller capital expenditure (capex) number, allowing all LCD players with a capability at oxide or low-temperature polycrystalline silicon (LTPS) backplanes to consider a relatively inexpensive fab conversion to QDEL.”

This piece offers a crisp, market‑savvy tour of why solution‑processed QDEL could deliver OLED‑class images without OLED‑class factory bills. The authors lay out the capex math, a pragmatic adoption path (notebooks first, TVs next), and the sticking point (blue lifetime), backed by scenario charts that model 5–30M m² of QDEL and $6–35B in display revenue.

Low-, mid-, and high-case scenarios for estimated square meters (5–30 million m2) of QDEL for adoption.

They sketch out how LCD fabs can convert using coaters, litho/etch, or inkjet. No Gen‑8 VTE tax. Head over to Information Display for the full story, it’s packed with charts and specifics you’ll want to see in context.