顯示器用透明導電體的市場機會:2011年 是由出版商NanoMarkets在2011年02月所出版的。
這份英文市場調查報告書包含92 Pages 價格從美金1495起跳。
顯示器部門是透明導電體的最大市場,此狀況今後也不會改變吧。另外、顯示器業界由於對ITO的代替品之替換採取反對姿勢,對ITO來說顯示器部門是可以放心的市場。這些如果考慮到主流LCD部門對ITO的膨大時間與資金之投入就能理解了吧。
本報告書為顯示器產業所利用的透明導電體之推移與前景相關調査分析、對ITO供應商以及其他代替品建構者與供應商的顯示器產業之收益性、顯示器類別・材料類別的8年市場預測、ITO企業戰略分析等,概述如下。
總綱
第1章 導論
第2章 對透明導電體與顯示器市場的影響
- 對銦的新的擔憂:中國與銦的價格前景
- 其他的TCO:能提供ITO的低成本代替品嗎
- 錫氧化物與電漿顯示器
- 其他的TCO真的可以做為目前的代替品嗎?
- 其他種類顯示器用透明導電體
- 透明導電性聚合物:可以表現與ITO匹敵的特性嗎?
- 奈米銀材料:性能比ITO更好嗎?
- 碳奈米管薄膜:何時能成為現實的代替品?
- 本章主要重點
第3章 顯示器市場與透明導電體的市場機會
- 傳統型FPD
- LCD的規模經濟:對透明導電體選擇的影響
- 電漿顯示器有未來嗎?透明導電體企業應該考慮電漿顯示器嗎?
- OLED顯示器與透明導電體
- 被動陣列OLED顯示器的透明導電體
- 主動陣列OLED顯示器的透明導電體
- 為了刪除OLED到ITO的調査
- 觸控顯示器
- 類比抵抗膜方式的觸控螢幕
- 投影型静電容量方式・非軟性觸控螢幕
- 內像素觸控螢幕的透明導電體
- 電流泳動顯示器:新的成長
- 軟性顯示器:追求透明導電體的種類是?必要的時機是?
- 本章主要重點
第4章 顯示器用透明導電體的8年預測
- 預測手法
- 透明導電體之利用預測:依顯示器類別
- LCD・電漿顯示器
- OLED顯示器
- 觸控螢幕
- 電流泳動顯示器
- 軟性顯示器
- 透明導電體之利用預測:依材料類別
- ITO
- 其他TCO
- 導電性聚合物
- 奈米銀材料
- 碳奈米管材料
- 預測摘要
略語等
關於著者
圖表
Abstract
Displays are without a doubt the largest market for transparent conductors and
this is a situation unlikely to change. Displays are also a safe haven for
ITO, since, despite constant grumbling, the display industry has been
unwilling to switch to ITO alternatives. This is understandable, given the
huge commitment of the dominant LCD sector to ITO in time and money.
However, if the firms offering ITO alternatives are ever to move past their
status as a cottage industry, they will have to take a measureable share of
the display industry. The two big strategic questions for the transparent
conductor business going forward are therefore (1) how can the LCD industry be
persuaded to shift away from ITO? And (2) are there sizeable segments of the
display industry that are particularly open to ITO replacement?
In this report, NanoMarkets forecasts how the use of transparent conductors in
the display industry will change over the next eight years and who will be the
winners and losers as the result of these trends. The report also analyzes
the money making potential that the display industry provides for both ITO
suppliers as well as for suppliers and developers of alternative transparent
conductors. Some alternatives have been commercially successful in other
industries; is it now the display industry' s turn?
In this report, NanoMarkets explores the characteristics of the display
industry that have contributed to its long-time reliance on ITO above all
other transparent conductors. The coverage includes conventional LCD FPDs in
addition to touch-screens, flexible displays, OLED displays and
electrophoretic displays to offer NanoMarkets' clients the best insight into
where ITO will remain king and where alternative transparent conductors can
make money. This report provides an analysis of the opportunities for
manufacturers of each type of transparent conductor - ITO, other oxides,
polymers, and nanomaterials - and looks at the roadmaps for adoption of each
type of material by display makers. We also examine the strategies that ITO
firms will employ as they try to ensure that they retain the vast majority of
this market as long as possible.
We also include an eight-year forecast of transparent conductor markets for
display applications, broken out by type of transparent conductor and type of
display. We believe that this report will be essential reading for suppliers
and developers of transparent conductors of all types, as well as for
executives in display-manufacturing firms.
Table of Contents
Executive Summary
- E.1 What Will it Take for Display Makers to Give Up Their ITO Habit?
- E.1.1 LCD, ITO, and the Future
- E.1.2 Will Next-Gen Display Makers Love ITO Alternatives?
- E.2 Opportunities and Threats for ITO Suppliers in the Display Industry
- E.3 Opportunities for Other TCOs
- E.4 Opportunities for Nanomaterials and Conductive Polymer Firms
- E.4.1 Nanosilver Films
- E.4.2 Carbon Nanotube Films
- E.4.3 Conductive Polymers
- E.5 The New Prospects for OLEDs, Touch Screens, and Flexible Displays -
and Their Transparent Conductor Needs
- E.6 Summary of Eight-Year Forecasts of Transparent Conductors for Displays
Chapter One: Introduction
- 1.1 Background to this Report
- 1.1.1 Conventional Flat-Panel Displays: How Long Can They Tolerate
ITO' s High Cost?
- 1.1.2 Other Display Technologies: When Will They Pull the Trigger?
- 1.2 Objectives and Scope of this Report
- 1.3 Methodology of this Report
- 1.4 Plan of this Report
Chapter Two: Transparent Conductors and How They Impact the Display Market
- 2.1 The New Indium Scare: China and Its Price Expectations for Indium
- 2.1.1 Impact on Mainstream Display Makers
- 2.2 Other TCOs: Can They Provide a Lower-Cost Alternative to ITO?
- 2.2.1 Tin Oxide and Plasma Displays
- 2.2.2 Are Other TCOs Really a Drop-In Replacement?
- 2.3 Other Types of Transparent Conductors for Displays
- 2.3.1 Transparent Conductive Polymers: Can They Match ITO in Performance?
- 2.3.2 Nanosilver-Based Materials: Can They Beat ITO in Performance?
- 2.3.3 Carbon Nanotube Films: When Will They Be a Realistic Alternative?
- 2.4 Key Points Made in this Chapter
Chapter Three: Display Markets and Opportunities for Transparent Conductors
- 3.1 Conventional FPDs
- 3.1.1 Impact of LCD Economies of Scale on Transparent Conductor Choice
- 3.1.2 Plasma Displays: Do they Have a Future? Should Transparent
Conductor Firms Care?
- 3.2 OLED Displays and Transparent Conductors
- 3.2.1 Transparent Conductors in Passive Matrix OLED Displays
- 3.2.2 Transparent Conductors in Active Matrix OLED Displays
- 3.2.3 The Quest to Get Rid of ITO in OLEDs
- 3.3 Touch-Screen Displays
- 3.3.1 Analog Resistive Touch Screens: ITO' s Brittleness and Cost Issues
- 3.3.2 Projected-Capacitive, No-Flex Touch-Screens: A Better Fit for ITO?
- 3.3.3 Transparent Conductors for In-Pixel Touch Panels
- 3.4 Electrophoretic Displays: A New Growth Market for Transparent
Conductors
- 3.5 Flexible Displays: What Kind of Transparent Conductor Will They Need
and When Will They Need It?
- 3.6 Key Points Made in this Chapter
Chapter Four: Eight-Year Forecasts for Transparent Conductors in Displays
- 4.1 Forecasting Methodology
- 4.1.1 Data Sources
- 4.1.2 Scope of Forecast
- 4.1.3 Alternative Scenarios
- 4.2 Forecasts of Transparent Conductor Use by Display Type
- 4.2.1 LCD and Plasma Displays
- 4.2.2 OLED Displays
- 4.2.3 Touch Screens
- 4.2.4 Electrophoretic Displays
- 4.2.5 Flexible Displays
- 4.3 Forecasts of Transparent Conductor Use by Material Type
- 4.3.1 ITO
- 4.3.2 Other TCOs
- 4.3.3 Conductive Polymers
- 4.3.4 Nanosilver-Based Materials
- 4.3.5 Carbon Nanotube-Based Materials
- 4.4 Summary of Forecasts
Acronyms and Abbreviations Used In this Report
About the Author
List of Exhibits
- Exhibit E-1: Summary of Transparent Conductor Markets in Displays.
- Exhibit 4-1: Transparent Conductor Use in Small LCD Displays.
- Exhibit 4-2: Transparent Conductor Use in Large LCD Displays.
- Exhibit 4-3: Transparent Conductor Use in Plasma Displays.
- Exhibit 4-4: Transparent Conductor Use in OLED Displays.
- Exhibit 4-5: Transparent Conductor Use in Touch Screens.
- Exhibit 4-6: Transparent Conductor Use in Electrophoretic Displays.
- Exhibit 4-7: Transparent Conductor Use in Flexible Displays.
- Exhibit 4-8: ITO Use in Displays.
- Exhibit 4-9: Other TCO Use in Displays.
- Exhibit 4-10: Transparent Conductive Polymer Use in Displays.
- Exhibit 4-11: Transparent Nanosilver-Based Conductor Use in Displays.
- Exhibit 4-12: Transparent Carbon Nanotube Film Use in Displays.
- Exhibit 4-13: Summary of Transparent Conductor Use in Displays by Material
Type.
- Exhibit 4-14: Summary of Transparent Conductor Use in Displays by Display
Type.