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Check the Related Report link on the right for new reports issued since this report was publishedNanoMarkets has predicted that OLEDs will be one of the fastest-growing markets for transparent conductors. This is because after years of OLEDs being confined to small passive matrix (PM) displays, this technology is now bursting out of its confines into lighting and especially into cell phone main displays, a now completely commercialized application. It seems that large active matrix (AM) OLED TVs priced competitively with LCD displays will not be far behind. In the past, some OLED TVs have appeared on the retail market, but both their price and performance have suggested that they were intended to test the waters not to generate large amounts of business.These are game changing developments for the transparent conductor firms. First these firms will have to change their products to meet the needs of the OLED display industry, which are different from the needs of the LCD display industry. For one thing, ITO is not chemically well suited to OLED use. And the OLED industry, which is still at a stage of immaturity relative to the LCD industry, has not made any large investments yet in ITO. So the rise of OLEDs represents yet another challenge for the future of ITO and another opportunity for other TCO, conductive polymers and nanomaterials that seek to replace them.Meanwhile, the advent of OLED lighting represents a significant expansion of the markets for transparent conductors, which have never been sold in large quantities into the lighting market before; indeed prior to the interest in OLED lighting beginning a few years ago the only transparent conductors sold into the lighting market was for the relatively small EL lighting segment. OLED lighting should be especially interesting to transparent conductor firms because the final product goal of OLED lights is large panels that will use a considerable amount of material.This report analyzes and discusses each of the competing forms of transparent conductors as they relate to OLED lighting and OLED displays, and also looks at the OLED lighting and OLED display markets to identify the unique needs of each class of devices in terms of transparent conductors. Which types of OLED product will continue to use ITO and which will move to alternative transparent conductors?We also examine trends in manufacturing—such as roll-to-roll processes and printing—and include an eight-year forecast of transparent conductor markets for OLED lighting and display applications. This report will be essential reading for ITO suppliers and developers of other transparent conductors, as well as for executives in OLED lighting and display firms. In total, this new NanoMarkets report provides a complete analysis of the new business available for the transparent conductors industry from the rapidly growing OLED market.
TABLE OF CONTENTS
Executive SummaryE.1 OLEDs and ITO: Will There Be a Falling Out?E.1.1 AM OLED Products: Impact on the Transparent Conductor MarketE.1.2 What Would Flexible OLED Products Mean for Transparent Conductors?E.2 Opportunities for Transparent Conductive Polymer Makers in the OLED SpaceE.3 Opportunities for Selling Non-ITO Transparent Conducting Oxides In the OLED SpaceE.4 Transparent Nanomaterial Coatings in the OLED IndustryE.5 Summary of Eight-Year Forecasts of Transparent Conductors for OLEDsChapter One: Introduction1.1 Background to this Report1.1.1 The Conductors: What they Have to Offer1.1.2 Market Segments: Displays and Lighting and Their Unique Needs1.2 Objectives and Scope of this Report1.3 Methodology of this Report1.4 Plan of this ReportChapter Two: OLED Displays and Lighting: Their Unique Needs for Transparent Conductors2.1 OLEDs, ITO and Price Sensitivity2.1.1 Future Price Trends for ITO and Indium2.1.2 Likely Impact on the OLED Industry2.2 ITO, OLEDs, and Flexibility2.2.1 Intrinsically Flexible Displays and Lighting2.2.2 Impact of R2R Processing2.3 Why ITO Continues to Win in the OLED Industry2.4 The Quest to Get Rid of ITO in OLEDs2.4.1 Other Transparent Conducting Oxides2.4.2 Transparent Organic Polymers2.4.3 Nanosilver and Other Nanometals2.4.4 Carbon Nanotubes and Graphene: The Future is When?2.5 How Transparent Conductors Will Fit into the OLED Manufacturing Landscape2.6 Key Points Made in this ChapterChapter Three: OLED Lighting and Display Markets for Transparent Conductors3.1 Passive Matrix OLED Displays3.1.1 New Applications for PM OLEDs?3.1.2 Current and Future Use of Transparent Conductors3.2 Cell-Phone Main Displays and Other Small AM OLED Displays3.2.1 Current and Future Use of Transparent Conductors3.3 OLED TVs and Large AM OLED Displays3.3.1 The Nail in the Coffin of Plasma TV?3.3.2 Current and Future Use of Transparent Conductors3.4 OLED Lighting3.4.1 Current and Future Use of Transparent Conductors3.5 Key Points Made in this ChapterChapter Four: Eight-Year Forecasts for ITO and Alternative Transparent Conductor Markets in the OLED Industry4.1 Forecasting Methodology4.1.1 Non-Electrode Applications in OLEDs for Transparent Conductors4.1.2 Source of Underlying Addressable Market Data4.1.3 Alternative Scenarios4.2 Forecasts of Transparent Conductors for OLED Displays, by Material Type4.2.1 Small PM Displays4.2.2 Small AM Displays4.2.3 Large AM Displays4.3 Forecasts of Transparent Conductors for OLED Lighting, by Material Type4.4 Forecast of Transparent Conductors as Hole Injection Layers4.5 Summary of ForecastsAcronyms and Abbreviations Used In this ReportAbout the Author
List of ExhibitsExhibit E-1Summary of Transparent Conductive Material Revenues by Type in OLED IndustryExhibit 2-1Indium Price and Production Trends (Values in Metric Tons Unless Noted)Exhibit 4-1Forecast of Transparent Conductive Materials Requirements in OLED DisplaysExhibit 4-2Forecast of Transparent Electrode Materials by Type in PM OLED DisplaysExhibit 4-3Forecast of Transparent Electrode Materials by Type in Small AM OLED DisplaysExhibit 4-4Forecast of Transparent Electrode Materials by Type in Large AM OLED DisplaysExhibit 4-5Forecast of Transparent Conductive Materials Requirements in OLED LightingExhibit 4-6Forecast of Transparent Electrode Materials by Type in OLED LightingExhibit 4-7Forecast of Conductive Polymers as HIL in OLED Lighting and DisplaysExhibit 4-8Summary of Forecast of Transparent Conductive Materials by Type in OLED IndustryExhibit 4-9Summary of Forecast of Transparent Conductive Materials by Application in OLED Industry