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REPORT # Nano-370 PUBLISHED June 03, 2011
Markets for OLED Materials - 2011
CATEGORIES :
  • Advanced Materials
  • OLEDs
  • SUMMARY

    This report has been updated in 2012.  See here for details of the latest NanoMarkets analysis of this market.

    For the better part of a decade: OLED materials represented, at best, no more than niche opportunity for specialty chemical companies and a few start-ups.  The small PM OLED displays that found their way into MP3 payers and cell phone sub-displays represented an addressable market of sorts for materials firms, but one that seemed destined to be plagued forever with cost challenges and low margins. While materials firms were happy to participate in this market, their enthusiasm remained curbed by the fact that their products seemed likely to be quickly commoditized.

    But in the last year to 18 months, the opportunities for OLED materials have grown in important ways.  OLED displays have been “mainstreamed” with the arrival of mass market cell phones that use OLED technology for their primary displays.  Meanwhile, OLED lighting can already be purchased in the form of “designer” chandeliers and table lamps; with larger segments of the lighting market likely to be penetrated by OLED lighting in the next few years. And while the first attempts to introduce OLED TVs have stumbled, it seems that next year will see the introduction of OLED TVs on the market with much greater chances of market success than the products that preceded them.
     
    All of these trends mean that the addressable market for OLED materials are rapidly growing and will continue to do so.  This means that pricing for these materials should finally be able to take advantage of real economies of scale.  Until now, OLED materials seem to have been stuck in between the high prices that are typical of a research material and much lower ones that are associated with widely used electronic materials.
     
    However, NanoMarkets believes that these welcome trends will be accompanied by new demands on OLED materials makers.  For example, AM OLED displays are largely being marketed in the consumer electronics space on image quality and vibrancy of color.  This raises the question as to how materials makers can improve their products to help their customers sell more OLED cell phones and TVs.  In the OLED lighting space, the focus is on efficiency and reducing total cost of ownership and, here again, it seems that OLED materials suppliers can develop proprietary solutions that will give them long-term competitive advantages.
     
    NanoMarkets has been providing industry analysis of the OLED materials market for five years.  It is also the leading supplier of analysis in the OLED lighting space.  In this report, NanoMarkets provides its latest assessment of the opportunities in OLED materials.  Included in this report are granular eight-year forecasts of OLED materials, with breakouts by type of material and application.  The report covers the commercial implications of technical developments, such as in doping and novel OLED device structures and it also takes an in-depth look at the product and marketing strategies of the major players in this space ranging from giant chemical firms such as BASF, DuPont and Sumitomo to specialty firms such as Novaled and Plextronics.  The report also examines whether after years of unkept promises printing may now have found an important role in the OLED space.
  • TABLE OF CONTENTS
    Executive Summary
    E.1 OLED Materials:  What Has Changed Since 2010?
    E.2  Emerging Development Programs in the OLED Materials Industry:   Getting More Complex
    E.2.1 New Approaches to the Core OLED Stack and the Materials that Go Into It
    E.2.2 New Approaches to Electrodes, Substrates and Encapsulation
    E.2.3 The Big Six Competitive Factors for OLED Materials
    E.3 OLED Materials Makers:  Firms and Countries to Watch
    E.3.1 Four Firms to Watch
    E.3.2 Countries to Watch
    E.4 Strategies for Equipment Makers
    E.5 Summary of Eight-Year Forecasts of OLED Materials
     
    Chapter One: Introduction
    1.1 Background to this Report
    1.1.1 What Are OLED Materials?
    1.1.2 Demand for OLEDs Escalates
    1.1.3 New Strategies Needed as the OLED Materials Business Gets Tougher, But New Opportunities Abound
    1.2 Goal and Scope of this Report
    1.3 Methodology and Information Sources for this Report
    1.4 Plan of This Report
     
    Chapter Two: What the Latest Developments in the OLED Industry Mean to Materials Firms
    2.1 OLED Market Break Out:  How the OLED Industry has Changed in the  Past Two Years
    2.2 Small AM OLEDs Become a Mass Market for the First Time
    2.2.1 Early Markets for PM OLED Displays
    2.2.2 New Markets for PM OLED Displays?
    2.2.3 The Shift to AM OLED Displays
    2.3 The OLED TV Market:  Beginnings of a Revolution?
    2.3.1 The Nail in the Coffin of Plasma TV?
    2.4 Other OLED Display Markets:  Computer Monitors and Other Opportunities
    2.4.1 OLED Computer Monitors
    2.4.2 OLED Digital Cameras
    2.4.3 Other Opportunities for OLED Displays
    2.5 OLED Lighting Commercializes
    2.6 OLEDs, Flexibility and Conformability
    2.7 Key Points from this Chapter
     
    Chapter Three: OLED Materials, Architectures and Markets
    3.1 Small Molecules, Polymers and OLED Stacks
    3.1.1 The New OLED Inks
    3.1.2 Top Emitting vs. Bottom Emitting Designs
    3.1.3 Stacked Devices
    3.1.4 Light Coupling Structures and Layers
    3.2 OLED Materials for OLED Layers
    3.2.1 Emissive Layer (EML) Materials
    3.2.2 Suppliers of EML Materials
    3.2.3 Hole Injection Layer (HIL) Materials:  Materials and Suppliers
    3.2.4 Hole Transport Layer (HTL) Materials
    3.2.5 Electron Blocking Layer (EBL) Materials
    3.2.6 Hole Blocking Layer (HBL) Materials
    3.2.7 Electron Transport Layer (ETL) Materials
    3.2.8 Electron Injection Layer (EIL) Materials
    3.2.9 Electrode Materials
    3.2.10 Encapsulation and Barrier Coating Materials
    3.3 Other Materials, Processes, Groups and Firms to Watch
    3.3.1 European Research Programs and OLED Materials Research
    3.3.2 Other Asian Firms
    3.3.3 Other European Firms
    3.4 Substrates for OLEDs
    3.4.1 Glass
    3.4.2 Plastic
    3.4.3 Foil
    3.5 Key Points from This Report
    Chapter Four:   Eight-Year Forecasts of OLED Materials Markets
    4.1 Eight-Year Forecasts of Addressable Markets for OLED Materials
    4.1.1 Forecasting Methodology and Assumptions about Material Content
    4.1.2 Forecasts Based on Material Content
    4.2 Displays
    4.2.1 Mobile Displays:  AM and PM
    4.2.2 OLED TVs and OLED Computer Monitors
    4.2.3 OLEDs in Portable DVD Players
    4.2.4 OLEDs in Digital Cameras
    4.2.5 OLEDs in Digital Picture Frames
    4.2.6 Summary of OLED Display Market Growth
    4.3 Lighting
    4.4 Summary of Eight-Year Forecasts of OLED Materials Demand by Application
    4.5 Eight-Year Forecast of OLED Materials: Small Molecule vs. Polymers
    4.6 Forecasts of Materials Demand by Small Molecule OLED Programs
    4.6.1 Cathode Materials
    4.6.2 EML Materials
    4.6.3 ETL Materials
    4.6.4 HTL/EBL Materials
    4.6.5 HIL Materials
    4.6.6 Anode Materials
    4.6.7 Encapsulation
    4.6.8 Summary of Materials Demand from Small Molecule OLED Markets
    4.7 Eight-Year Forecast of OLED Materials: Polymer
    4.7.1 Cathodes
    4.7.2 EML Materials
    4.7.3 HTL/EBL Materials
    4.7.4 HIL Materials
    4.7.5 Anode Materials
    4.7.6 Encapsulation
    4.7.7 Summary of Materials Demand from Polymer OLED Markets
    4.8 Summary of Eight-Year Forecasts of OLED Materials
    4.9 Eight-Year Forecast of OLED Substrates
    4.9.1 Glass Substrates for OLEDs
    4.9.2 Plastic Film Substrates for OLEDs
    4.9.3 Metal Foil Substrates for OLEDs
    4.9.4 Summary of OLED Substrate Forecasts
     
    Acronyms and Abbreviations Used In this Report
    About the Author
     
    List of Exhibits
     
    Exhibit E-1: Summary of Eight-Year Forecasts of Main OLED Materials
    Exhibit E-2: Summary of Eight-Year Forecasts of OLED Substrates ($ Millions)
    Exhibit 3-1: Complex OLED Stack. 
    Exhibit 3-2: Conductive Polymers in Roll to Roll Printing. 
    Exhibit 3-3:Merck’s OLED Materials
    Exhibit 4-1:  Eight-Year Forecasts of OLED Displays in Mobile Phones and PDAs
    Exhibit 4-2: Eight-Year Forecasts of OLED Displays in Portable Media Players
    Exhibit 4-3:  Eight Year Forecasts of OLED Displays in FPD Televisions
    Exhibit 4-4: Eight-Year Forecasts of OLED Displays in Computers
    Exhibit 4-5: Eight-Year Forecasts of OLED Displays in Portable DVD Players
    Exhibit 4-6:  Eight-Year Forecasts of OLED Displays in Digital Cameras
    Exhibit 4-7:  Eight-Year Forecasts of OLED Displays in Digital Picture Frames
    Exhibit 4-8:  Summary of Eight-Year Forecasts of OLED Displays (Thousands sq m)
    Exhibit 4-9:  Eight-Year Forecasts of OLED Lighting. 
    Exhibit 4-10:  Summary of Eight Year Forecasts of Total OLED Materials Demand. 
    Exhibit 4-11:  Summary of Eight-Year Forecasts of OLED Materials: Small Molecule vs. Polymer
    Exhibit 4-12:  Eight-Year Forecasts of SM OLED Materials: Cathode1. 
    Exhibit 4-13:  Eight-Year Forecasts of SM OLED Materials: EML. 
    Exhibit 4-14:  Eight-Year Forecasts of SM OLED Materials: ETL. 
    Exhibit 4-15:  Eight-Year Forecasts of SM OLED Materials: HTL/EBL. 
    Exhibit 4-16:  Eight-Year Forecasts of SM OLED Materials: HIL. 
    Exhibit 4-17:  Eight-Year Forecasts of SM OLED Materials: Anode (1)
    Exhibit 4-18:  Eight-Year Forecasts of SM OLED Materials: Encapsulation. 
    Exhibit 4-19:  Summary of Eight-Year Forecasts of SM OLED Materials ($ Millions)
    Exhibit 4-20:  Eight-Year Forecasts of Polymer OLED Materials: Cathode. 
    Exhibit 4-21:  Eight-Year Forecasts of Polymer OLED Materials: EML. 
    Exhibit 4-22:  Eight-Year Forecasts of SM Polymer Materials: HTL/EBL. 
    Exhibit 4-23:  Eight-Year Forecasts of Polymer OLED Materials: HIL. 
    Exhibit 4-24:  Eight-Year Forecasts of Polymer OLED Materials: Anode. 
    Exhibit 4-25:  Eight-Year Forecasts of Polymer OLED Materials: Encapsulation. 
    Exhibit 4-26:  Summary of Eight-Year Forecasts of Polymer OLED Materials ($ Millions)
    Exhibit 4-27:  Summary of Eight-Year Forecasts of OLED Materials by Small Molecule and Polymer
    Exhibit 4-28:  Summary of Eight-Year Forecasts of OLED Materials (SM and Polymer Combined)
    Exhibit 4-29:  Eight-Year Forecasts of OLED Substrate Demand: Glass
    Exhibit 4-30:   Eight-Year Forecasts of OLED Substrate Demand: Plastic. 
    Exhibit 4-31:  Eight-Year Forecasts of OLED Substrate Demand: Foil
    Exhibit 4-32:  Summary of Eight-Year Forecasts of OLED Substrate Demand ($ Millions)

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