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REPORT # Nano-373 PUBLISHED July 25, 2011
Transparent Conductor Markets 2011
CATEGORIES :
  • Advanced Materials
  • Emerging Electronics
  • SUMMARY

    NanoMarkets has issued a new report in this market.  Please see here for details.  

    The report continues the firm’s coverage on the transparent conductor market spanning the past six years.  In our latest report we offer the following:

    • A more extensive discussion of the opportunities for nanomaterials in the transparent conductor space:  In addition to our regular coverage of nanotubes and silver inks, we are also looking at the potential for “nanogrids,” copper, graphene and nanostructured conductive polymers.  These additions to our report are due to the explosion of interest in ITO alternatives, with new companies and products being launched in this space.

    • More granular forecasts:  Although NanoMarkets has always sought to provide the most detailed and accurate forecasts of the transparent conductor market, this new report provides projections of products and areas that have not been addressed in previous reports.  In addition to our usual breakouts by applications and types of material, we are including breakouts by the type of transparent conductor product being sold; sputtering targets, inks, films and coated glass.

    • Extended discussion of the ITO supply chain:  In this year’s report, we take a look at the opportunities arising in the supply chain and especially value-added intermediaries in Asia in their role in supplying major display manufacturers.

    • Information on funding:  In view of the number of firms that are beginning to get into the transparent conductor space, we take a look at how funding patterns are developing and how venture capitalists appear to be looking at transparent conductor investments.

    • The indium factor:  A few years back, it was a given that the price of indium would strongly impact the shape of things to come in the transparent conductor market.  Today, the pendulum has swung the other way and firms are saying that indium doesn’t matter because it is such a small part of the total cost of ITO.  In this report, we discuss what we really know about the impact of indium costs and also what the latest moves to control indium exports from China will mean for the transparent conductive coatings market.

    • The mythical flexible display: Flexible displays have been demonstrated at trade shows for several years now and have been much discussed at conferences and in the technical literature.  They are also a market than many suppliers of transparent conductors say they are chasing after.  However, the reality is that there are no genuine flexible displays on the market at the present time.  This report discusses how when and if, flexible displays will create opportunities for makers of transparent conductors.

    • OLED displays and lighting:  Although we have taken a look at the use of transparent conductors in the OLED space before, we are providing extended coverage in this year’s report.  This reflects the fact that small OLED displays are now a mass market item and OLED TVs and OLED lighting seem well on their way to commercialization.  Transparent conductors raise special issues in an OLED environment including the need for special planarization and the need to support large panels.

    As with other NanoMarkets reports, this latest report on transparent conductors includes discussions of the product/market strategies of both the largest firms in this space and the most innovative.  We also provide detailed eight-year forecasts with extensive breakouts in both value and volume terms by product and application as well as by geography.

  • TABLE OF CONTENTS

    Executive Summary
    E.1 Is 2011 the Year that the ITO Alternatives Take Off?
    E.1.1 Tell Me the Same Old Story?
    E.1.2 More Alternatives to ITO are Appearing
    E.1.3 Real World Applications for ITO Alternatives Appear:  Even the LCD  Makers Care
    E.2 Firms and Strategies to Watch
    E.2.1 Current and Future Directions for TC Market Strategies
    E.2.2 Notable TC Suppliers
    E.3 Summary of Eight-Year Market Forecasts For Transparent Conductor Markets

    Chapter One: Introduction
    1.1 Background to this Report
    1.1.1 Background to this Background
    1.1.2 More Materials, More Companies, More Money
    1.1.3 And What About ITO and LCD?
    1.2 Objectives and Scope of this Report
    1.3 Methodology of this Report
    1.4 Plan of this Report

    Chapter Two: Transparent Conductors—New Technology and Market Developments
    2.1 Developments in the ITO Market
    2.1.1 Status and Evolution of the ITO Supply Chain and ITO Technology
    2.1.2 The ITO Business:  Major Players
    2.1.3 Traditional Film Deposition Methods and Parameters
    2.2 Printed ITO, Sol-Gel, and Other Manufacturing Innovations
    2.2.1 Printed ITO
    2.3 ITO Film Markets
    2.4 Indium and the China Factor
    2.4.1 Indium Production Trends
    2.4.2 Recent Changes in Chinese Government Policy and its Impact on the Indium Market
    2.4.3 Do Indium Prices Matter to the ITO Market?
    2.4.4 Recycling, Reclamation and Improved Processing of ITO
    2.5 Alternatives to ITO:  Other Transparent Conducting Oxides
    2.5.1 Tin Oxide and its Variants
    2.5.2 Zinc Oxide and its Variants
    2.5.3 Yet Other TCOs
    2.5.4 Are Other TCOs Really a Drop-In Replacement?
    2.2.5 Why Would PV Ever Leave TCOs?
    2.6 Alternatives to ITO: Silver Grids and Inks
    2.6.1 Nanosilver Transparent Conductors and Suppliers:   Nanogrids and Nanoinks
    2.7 Are there Opportunities for Copper In the Transparent Conductor Market?
    2.7.1 NanoForge
    2.8 Whatever Happened to Carbon Nanotubes?
    2.8.1  The Advantages and Disadvantages of Carbon Nanotubes for  Transparent Conductors
    2.8.2 Limiting the Carbon Nanotube: Making Them "Just Conductors"
    2.8.3 Derivatization of Carbon Nanotubes
    2.8.4 Carbon Nanotube Transparent Conductors and Suppliers
    2.9 A Word about Graphene?
    2.10 Conductive Polymers
    2.10.1 Transparent Conductive Polymers: Can They Match ITO in Performance?
    2.10.2 Cost Trends for PEDOT:PSS
    2.10.3 PEDOT Suppliers for TC Applications
    2.10.4 Possible Technology Developments in Conductive Polymers
    2.11 Key Points Made in this Chapter

    Chapter Three: Applications and Markets for Transparent Conductors
    3.1 Conventional Flat-Panel Displays: Stuck On ITO?
    3.1.1 Impact of Non-ITO TCs:  How Advanced Materials Firms Will Break into the FPD Market
    3.1.2 Impact of LCD Economies of Scale on Transparent Conductor Choice
    3.1.3 Notes on TCs and Plasma Displays
    3.2 Touch-Screens:  Why Transparent Conductor Firms Love Them
    3.2.1 Analog-Resistive Touch
    3.2.2 Projected-Capacitive Touch
    3.2.3 Other Touch-Related Opportunities for Transparent Conductors
    3.3 Transparent Conductors and OLEDs
    3.3.1 The OLED Industry Takes Some Leaps Forward
    3.3.2 The Quest to Get Rid of ITO in OLEDs
    3.3.3 Transparent Conductors in Active Matrix OLED Displays
    3.4 E-Paper and Transparent Conductors
    3.4.1 TC Opportunities in the E-paper Space
    3.5 The Myth of the Flexible Display
    3.5.1 Flexible Displays:  What Good are They?
    3.5.2 A Brief History of the Flexible Display Space
    3.5.3 What Kind of Transparent Conductors Would Flexible Displays Need if They Existed?
    3.6 OLED Lighting Markets for Transparent Conductors:  TCs for Large Panels
    3.6.1 OLED Lighting Evolution
    3.6.2 The Prospects for Large OLED Lighting Panels:  The Bigger the Panel the More TC it Needs
    3.6.3 TCs for OLED Lighting
    3.7 Photovoltaics: Where ITO has Already Met Its Match
    3.7.1 Thin-Film PV:  ITO on Its Way Out
    3.7.2 CdTe PV
    3.7.3 CIGS PV
    3.7.4 Thin-Film Silicon PV
    3.7.5 OPV and DSC
    3.7.6 Flexible PV and Its Impact on Transparent Conductor Markets
    3.8 Other Applications for Transparent Conductive Coatings
    3.8.1 Transparent Antistatic Coatings
    3.8.2 Transparent Electromagnetic Shielding
    3.9 Key Points Made in this Chapter

    Chapter Four: Eight-Year Forecasts for ITO and Alternative Transparent Conductor Markets
    4.1 Forecasting Methodology and Assumptions
    4.1.1 Materials Covered in the Forecast
    4.1.2 Pricing Assumptions
    4.1.3 Sources of Data
    4.1.4 Market Segments Covered
    4.2 Differences from Previous NanoMarkets Forecasts
    4.3 Eight-Year Forecasts of ITO and Other Transparent Conductors by Application
    4.3.1 Flat-Panel Displays (FPDs)
    4.3.2 Touch-Screen Display Sensors
    4.3.3 OLED Displays:  Rigid and Flexible
    4.3.4 E-Paper Displays:  Rigid and Flexible
    4.3.5 OLED Lighting
    4.3.6 Thin-Film PV
    4.3.7 OPV and DSC
    4.3.8 Antistatic Coatings
    4.3.9 EMI/RFI Shielding
    4.4 Eight-Year Forecasts of ITO and Other Transparent Conductors by Material Type
    4.5 Summary of Market Forecasts
    4.6 Summary of ITO Forecasts by End-User Product Type
    4.7 Alternative Scenarios

    Acronyms and Abbreviations Used In this Report
    About the Author


    List of Exhibits

    Exhibit E-1:  Transparency of Transparent Conductive Material Types
    Exhibit E-2:  Sheet Resistance of Transparent Conductive Material Types
    Exhibit E-3: Summary of Eight-Year Forecasts of Transparent Conductive Materials by Material Type ($ Millions)
    Exhibit E-4:  Summary of Eight-Year Forecasts of Transparent Conductive Materials by Application ($ Millions)
    Exhibit 2-1:  Refinery Production
    Exhibit 2-2:  Selected Major Indium Firms in China
    Exhibit 2-3:  Indium Price and Production Trends (Values in Metric Tons Unless Noted)
    Exhibit 2-4:  ITO in the Display BOM:  A Thought Experiment ($, except final line)
    Exhibit 2-5: Selected Projects and Collaborations in the CNT TC Space
    Exhibit 2-6:  Agfa's Conductive ORGACON Coatings
    Exhibit 2-7:  Heraeus' Clevios Material Properties
    Exhibit 2-8: PEDOS Properties
    Exhibit 3-1:  Important Parameters for Transparent Conductors Used for LCD Displays
    Exhibit 3-2:  Important Parameters for Transparent Conductors Used for Plasma Displays
    Exhibit 3-3:  Important Parameters for Transparent Conductors Used for Touch-Screen Sensor
    Exhibit 3-4:  Touch-Screen Technologies by Size and Multi-Touch Functionality
    Exhibit 3-5:  Important Parameters for Transparent Conductors Used for OLED Display Electrodes
    Exhibit 3-6:  Important Parameters for Transparent Conductors Used for EPDs
    Exhibit 3-7:  Flexibility of Transparent Conductive Material Types
    Exhibit 3-8:  Important Parameters for Transparent Conductors Used for OLED Lighting Electrodes
    Exhibit 3-9:  Important Parameters for Transparent Conductors Used for PV Electrodes
    Exhibit 3-10:  Important Parameters for Transparent Conductors Used for ESD and EMC Applications
    Exhibit 4-1:  Cost of Transparent Conductive Material Types
    Exhibit 4-2:  Forecast of Transparent Conductive Materials Demand in Flat-Panel Displays
    Exhibit 4-3:  Forecast of Transparent Conductive Materials by Type in Flat-Panel Displays
    Exhibit 4-4:  Forecast of Transparent Conductive Materials Requirements in Touch-Screen  Display Sensors
    Exhibit 4-5:  Forecast of Transparent Conductive Materials by Type in Touch-Screen Display Sensors
    Exhibit 4-6: Forecast of Transparent Conductive Materials Requirements in OLED Displays (Excludes OLED Lighting)
    Exhibit 4-7:  Forecast of Transparent Conductive Materials by Type in OLED Displays (Excludes OLED Lighting)
    Exhibit 4-8:  Forecast of Transparent Conductive Material Requirements in E-Paper Displays
    Exhibit 4-9:  Forecast of Transparent Conductive Materials by Type in E-Paper Displays
    Exhibit 4-10: Forecast of Transparent Conductive Materials Requirements in OLED Lighting
    Exhibit 4-11: Forecast of Transparent Conductive Materials by Type in OLED Lighting
    Exhibit 4-12: Forecast of Transparent Conductive Materials Requirements in Thin-Film and Organic Photovoltaics
    Exhibit 4-13: Forecast of Transparent Conductive Materials by Type in Thin-Film PV
    Exhibit 4-14: Forecast of Transparent Conductive Materials Requirements in OPV/DSC
    Exhibit 4-15: Forecast of Transparent Conductive Materials by Type in OPV/DSC
    Exhibit 4-16: Forecast of Transparent Conductive Materials by Type in Antistatic Coatings
    Exhibit 4-17: Forecast of Transparent Conductive Materials by Type in Electromagnetic Shielding
    Exhibit 4-18: Summary of Forecast of ITO by Application ($ Millions, except for final line)
    Exhibit 4-19: Summary of Forecast of Non-ITO TCOs by Application ($ Millions, except for final line)
    Exhibit 4-20: Summary of Forecast of ITO and TCO Inks by Application  ($ Millions, except for final line)
    Exhibit 4-21: Summary of Forecast of Carbon Nanotube Films by Application  ($ Millions, except for final line)
    Exhibit 4-22: Summary of Forecast of Nanosilver TCs by Application ($ Millions, except for final line)
    Exhibit 4-23: Summary of Forecast of Other Nanometallic TCs by Application ($ Millions, except for final line)
    Exhibit 4-24: Summary of Forecast of Conductive Polymers by Application ($ Millions, except for final line)
    Exhibit 4-25: Summary of Forecast of Other TCs by Application ($ Millions, except for final line)
    Exhibit 4-26: Summary of Forecast of TCs Market by Materials
    Exhibit 4-27: Summary of Forecast of  TC Market by Application ($ Millions, except for final line)
    Exhibit 4-28: ITO Market by End User Product/Process  ($ Millions)

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