The japanese company Nikon can not deliver scanners for SMDs production line on time because the company has problems after the earthquake and tsunami.
If scanners from Nikon and CVD machines are delivered late, this would delay the ramp of the new fab to come on line in 2H11 or 1H12.
That are bad news because the demand of OLED panels are very high. With the new 5.5Gen plant Samsung Mobile display can handle the high demand for the smartphone market. But also larger panels 7-inch for the Tablet-Pc market are only possible with this 5.5 Gen plant.
Also MK write about that problem:
“If the situation lasts long, operation schedules would have to be changed. Analysts say operations of Japanese equipment plants could be suspended for one month at the shortest to three months at the longest, if the quake effects remain longer,” an official from Samsung Electronics said.