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市場調查報告書
透明導體市場：2011年
Transparent Conductor Markets - 2011
| 出版商 |
NanoMarkets |
| 出版日期 |
2011年07月 |
商品編碼 |
203896 |
| 內容資訊 |
英文 185 Pages |
| 價格 |
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透明導體市場：2011年 是由出版商NanoMarkets在2011年07月所出版的。
這份英文市場調查報告書包含185 Pages 價格從美金2995起跳。
現在的顯示器市場中，ITO（銦錫氧化物）雖然佔有優勢，薄膜太陽能發電（TFPV）市場中關於材料的部份時常成本考量會比性能性能更為關鍵，因此代替透明導電氧化物（TCO）急速搶佔了佔有率。慢慢浸透了TFPV市場的2種TCO為氧化錫塗氟（FTO）以及塗鋁氧化亞鉛（AZO）。其它代替ITO的TC級材料是碳奈米管以及PEDOT等導電性聚合物，此後為了商用化會更加追求性能的提升。
本報告書為ITO與做為其代替物的透明導電體市場動向之相關調査分析、透明導電體新技術以及市場發展、應用、以及與ITO的相關性之整理，同時包含各種應用以及各種材料之8年市場預測，概述如下。
總綱
- 2011年是ITO代替品大賣之年嗎
- 應注目企業以及戰略
- 透明導電體市場8年預測摘要
第1章 導論
- 本報告書背景
- 本報告書調査目的與調査範圍
- 本報告書的調査手法
- 本報告書構成
第2章 透明導電體新技術以及市場發展
- ITO市場之發展
- 印刷ITO、溶膠－凝膠、以及其他製造革新
- ITO薄膜市場
- 銦與中國的要素
- ITO代替物：其他透明導電氧化物（TCO）
- ITO代替物：銀的光子以及墨水
- 透明導電體市場中銅有機會嗎
- 碳奈米管如何呢？
- 關於石墨
- 導電性聚合物
- 本章重點
第3章 透明導電體應用以及市場
- 傳統型薄型顯示器：停留在ITO
- 觸控螢幕：透明導電體企業受到愛戴的理由
- OLED用透明導電體
- 電子紙與透明導電體
- 柔軟顯示器的神話
- 透明導電太陽OLED照明市場：大型面板用TC
- 太陽光發電：已經是ITO陷入困難的場所
- 透明導電體塗膜的其他應用
- 本章重點
第4章 ITO以及代替透明導電體市場的8年預測
- 預測手法以及前提條件
- 與前回的預測之差異
- ITO以及其他透明導電體的各種應用8年預測
- ITO以及其他透明導電體的各種材料8年預測
- 市場預測摘要
- 各末端使用者產品類別的ITO預測摘要
- 代替過程
本報告書中所使用的頭字語以及略語
關於著者
圖表
Abstract
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
- 2.3 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?
- 2.8 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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