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At the big picture level, not much seems to have changed in the OLED materials space since NanoMarkets reported on it in 2013. It is still a business that is dominated by Samsung and one that appears to be perpetually waiting; for OLED TVs, for OLED lighting and for solution processed OLED panels.The arrival or non-arrival of large OLED lighting panels and TVs will have a profound impact on the amount of OLED materials that will be needed, while solution processing will need a different kind of OLED material. These factors are just as important to the OLED materials business as they were in 2013. But they remain just as uncertain.This is not to say that nothing happened during 2013 in the world of OLED materials. Mobile OLED displays got bigger to meet the needs of tablets and “phablets.” This may not give the boost to the OLED materials firms that they hoped for from OLED TVs and lighting panels, but it is significant in terms of market growth for the OLED materials sector. In addition, important things happened at the corporate level, most notably the acquisition of Novaled by Cheil/Samsung and the disappearance of Plextronics. We also note that there are a growing number of Chinese OLED materials suppliers who are making claims that they are selling to the OLED display makers in Korea as well as to the emerging OLED industry in China itself.In this year’s report, in addition to NanoMarkets’ usual granular, material-by-material projections of OLED materials, we focus on analysis of how OLED materials supply chains are shaping up and what the long-term factors for marketing success for OLED materials suppliers will be. And, of course, we also discuss the latest technical developments in OLED materials and architectures.This report contains detailed volume and revenue forecasts for materials used for OLEDs broken out by application, material type, functionality, and deposition method wherever possible. NanoMarkets has been providing industry analysis of the OLED materials market for seven years, and it is the leading supplier of analysis in the OLED lighting space.
TABLE OF CONTENTS
Executive Summary: Strategies and OpportunitiesE.1 Changes in the OLED Market Since Our 2013 ReportE.1.1 Small Displays are Getting Bigger: Implications for MaterialsE.1.2 OLED TVs Have Not Yet Arrived: A Massive Uncertainty for the OLED Materials SpaceE.1.3 OLED Lighting: Do Materials Suppliers Still Care?E.1.4 Solution Processed OLED Materials: State of the ArtE.2 Supply Chain DevelopmentsE.2.1 The Novaled AcquisitionE.2.2 Developments at UDCE.2.3 Ongoing Opportunities for Major Specialty Chemical CompaniesE.2.4 The Growing Importance of Chinese SuppliersE.2.5 The Future Japanese OLED Materials PlayersE.3 IP MattersE.4 Summaries of OLED Materials Eight-Year ForecastsChapter One: Introduction1.1 Background to this Report1.2 Objective and Scope of this Report1.3 Methodology of this Report1.4 Plan of this ReportChapter Two: End User Markets and Supply Chain2.1 Samsung and its Materials Suppliers2.1.2 Implications of the Novaled Acquisition2.2 Universal Display Corporation's Central Role2.3 Other Cell Phone/Tablet Suppliers2.3.1 Likely Use of OLEDs2.3.2 Will Apple Ever Adopt OLEDs?2.3.3 Opportunities for Supplying OLED Materials to non-Samsung Cell Phone/Tablet Makers2.4 The OLED TV Market2.4.1 Scenarios for Market Evolution2.4.2 Potential Role for Solution Processing2.4.3 Likely Materials Suppliers and Materials Supply Chain Evolution for OLED TVs2.5 OLED Lighting2.5.1 Scenarios for Market Evolution2.5.2 Special Requirements for Materials and Processes in Lighting Applications2.5.3 Likely Materials Suppliers and Materials Supply Chain Evolution for OLED TVs2.6 Key Points from this ChapterChapter Three: OLED Materials and Eight-Year Market Forecasts3.1 Forecasting Methodology and Assumptions3.1.1 Changes from Last Year's Forecast3.1.2 OLED Materials Pricing Assumptions3.1.3 General Economic Assumptions3.2 Panel Area Forecasts for OLED Panels by Application: Displays and Lighting3.3 Eight-Year Forecasts of OLED Emissive Layer Materials3.3.1 Emitters and Hosts in OLED Displays3.3.2 Emitters and Hosts in OLED Lighting3.3.3 Summary of Forecasts for Emissive Layer Materials3.4 Eight-Year Forecasts of Electron Transport Materials3.4.1 ETLs in OLED Displays3.4.2 ETLs in OLED Lighting3.4.3 Summary of Forecasts for ETL Materials in OLEDs3.5 Eight-Year Forecasts of Hole Transport, Hole Blocking, and Electron Blocking Materials3.5.1 HTL/HBL/EBL Materials in OLED Displays3.5.2 HTL/HBL/EBL Materials in OLED Lighting3.5.3 Summary of HTL/HBL/EBL Materials3.6 Eight-Year Forecasts of Hole Injection Layer Materials3.6.1 HIL Materials in OLED Displays3.6.2 HIL Materials in OLED Lighting3.6.3 Summary of HIL Materials3.7 Eight-Year Forecasts of Electrode Materials in OLEDs3.8.1 Cathode Materials3.8.2 Anode Materials3.8.3 Summary of Forecasts for Electrodes in OLEDs3.9 OLED Encapsulation Material Forecasts3.10 Eight-Year Forecasts of Substrates in OLEDs3.10.1 Materials Used As OLED Substrates3.10.2 Substrates in OLED Displays3.10.3 Substrates in OLED Lighting3.10.4 Summaries of Forecasts for Substrates in OLEDs–Glass, Plastic, and Metal3.11 Summaries of Eight-Year Forecasts of OLED Materials3.11.1 Summaries of Forecasts for Core Functional OLED Materials3.11.2 Grand Total Summaries of All OLED Materials3.12 Alternative ScenariosAcronyms and AbbreviationsAbout the Author