The copy flow has slowed here this week, due to a combination of laptop
software problems (thanks, Microsoft Vista!) and a deadline for a print
feature in the first edition of Photovoltaics International (if you haven't signed up for a free subscription at pv-tech.org,
please do!). Since my schedule this week has been anything but rigid,
here are a few short takes from the realm of flexible, printed, and
organic electronics and photovoltaics.
After the US Display Consortium changed its name to the FlexTech Alliance
in early July, the organization has been busy working on next year's
main technical symposium event and finalizing some project contracts.
The eighth edition of the Flexible Electronics and Display conference
and exhibition will return to the Pointe Hilton Squaw Peak Resort in
Phoenix on Februrary 2-5, but for the show to be successful it needs a
raft of quality presentations.
The deadline for abstracts for the Flex conference has been
extended to August 25. Potential presenters working on materials and
process development and volume manufacturing equipment solutions in the
areas of flexible/printed/organic RFID, sensor, display, PV, and OLED
technologies have a choice of three conference tracks: business,
markets, and applied development; fundamental research; and student
research posters. The alliance recently appointed an advisory council
to help decide which papers are worthy and how the conference program
will be developed.
On the FlexTech contracts front, funds were recently awarded to
Lehigh University (and its industrial partner the Hamilton Precision
Metals unit of Ametek) to investigate and characterize various
non-stainless-steel foils in order to gauge the alternative materials'
suitability for flexible roll-to-roll manufacturing. The trade group
also just closed a one-year deal with Raytheon to modify some of
E-Ink's core electrophoretic technology (better known as e-paper) and
create ultra-low-power, lightweight, rugged battlefield display
prototypes for the US Army.
USDC and now the alliance has had a close relationship with the Army
Research Lab since the consortium was created. The group's largest and
arguably most important military-industrial collaboration, the Flexible
Display Center at Arizona State University, announced a breakthough last week.
The many cycles of learning digested by Gregg Raupp's team at the
center's pilot line during their development of amorphous-silicon
thin-film transistors built on plastic substrates have evidently paid
off.
FDC's proprietary low-defect, high-temperature (for polymer anyway)
process uses a unique temporary bonding/debonding sequence (stick the
plastic on a carrier substrate using a custom adhesive, then peel if
off at the end) and standard display-manufacturing techniques. Using
the process, QVGA transistor arrays can be integrated using
electrophoretic imaging layer film from, you guessed it, E-Ink, with
specially planarized PEN coating material from DuPont Teijin Films. The
resulting displays are only 375 microns thick, durable, and almost
distortion free, with pretty crisp grey-scale image quality.
One of FlexTech's member companies, Plastic Logic,
apparently doesn't need the alliance's help with any cash. The flexible
display pioneer--which began in Cambridge, UK (and still conducts its
R&D there), is ramping its new factory in Dresden, Germany, and
recently opened a Mountain View, CA, exec HQ for its sales, marketing,
and product engineering and supply chain (with a slew of new VP
hires)--said earlier this week that it has raised another $50 million
in equity funds. This pushes the total investment monies secured by the
company over the $200 million mark, a fair size chunk of VC change for
a non-cleantech concern these days.
"We are approaching very significant milestones in the creation of
the plastic electronics industry with the opening of our Dresden plant
[scheduled for Sept. 17] and the pending launch of our first commercial
consumer electronics product," said CEO Richard Archuleta in the press
release announcing the funding round. "This new investment will enable
expanded business operations in support of our first commercial product
early next year while we continue to develop our IP to deliver on our
broader long-term vision."
One firm leveraging its flat-panel/semiconductor know-how and
starting to make a name for itself supplying turnkey and custom
equipment to the flexible electronics and photovoltaics space is
Austin-based NexTechFAS, the
operating company resulting from the pairing of NexTech Solutions and
FAS Holdings. I met with president/CEO Tony Di Napoli (who I've known
since his Asyst days) at Semicon/Intersolar last month, and he told me
the "emerging market play is a real good fit for the company."
Several current and soon-to-be clients (including Plastic Logic)
are or will be using the company's automation, deposition, and optical
inspection systems--often in combination. A coating line with
inspection capability has recently shipped to the plastic electronics
firm's Dresden fab, while an organic PV and printed electronics
materials supplier has an integrated NexTechFAS system. Di Napoli's
firm and Abbie Gregg have been
collaborating closely, developing technologies and engineering
solutions in the areas of OPV and touch-screen flexible displays.
The tool vendor has a CIGS (copper-indium-gallium-[di]selenide])
thin-film PV start-up customer in Texas (hmmm, who could that be?), as
well as an Italian amorphous-silicon TFPV player ramping a Gen 8.5 line
and incorporating a deposition tool "which will probably help them
eliminate the conductive coating step," he said.
"Since the end of last year, we've seen PV interest spike," the
company exec explained. "We just shipped our first PV tools." He
attributes part of the growing interest to the launch of NexTechFAS's
PVScan automated solar-panel optical defect-inspection system, calling
the system "a real accelerator of our plan."
The tool's ability to detect and identify a broad spectrum of PV
panel defect types and perform film thickness, resistivity, and other
measurements, as well as its multitudinous review and automation
options, have caught the attention of module manufacturers eager for
improved inspection, metrology, and process control capabilities at a
reasonable price point.
The company has a second solar-centric tool also raising some user
eyebrows, the PVAdvantage extrusion, or spin-less, deposition tool. It
can accurately deposit inorganic or organic solution-based materials
(down to thicknesses of 20 nm for dry film, 1-micron for wet ones, with
better than +/-3% uniformity) on a range of substrates--glass, plastic,
or foil. The ability to handle both rigid and flexible materials comes
from NexTechFAS's experience customizing and modifying its gear to fit
the customer's needs, according to Di Napoli.
If two recent research reports' rather lofty forecasts are to be
believed, tool and materials suppliers like NexTechFAS and E-Ink will
be part of an emerging supply-chain infrastructure serving combined
multibillion-dollar markets in a few years. NanoMarkets
has just published its latest printed electronics materials database as
well as its thin-film PV market outlook, in which the firm says it
expects high double-digit growth for the foreseeable near- and
longer-term future. On the PE materials side, global sales should
exceed $11 billion by 2015 and the overall TFPV sector will top $22
billion by then, according to the reports.
While those prognosticative numbers should be taken with a healthy
dollop of sodium-chloride crystals, there's no denying that the two
nascent--and overlapping--sectors have large-area upside potential.