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市場調查報告書

透明導電體市場

Transparent Conductor Markets 2014-2021

出版商 n-tech Research, a NanoMarkets company 商品編碼 203896
出版日期 內容資訊 英文 174 Pages
商品交期: 最快1-2個工作天內
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透明導電體市場 Transparent Conductor Markets 2014-2021
出版日期: 2014年08月20日 內容資訊: 英文 174 Pages
簡介

本報告依用途別提供透明導電體市場發展前景調查分析,提供透明導電體的新技術,顯示器·照明·太陽能面板等各種用途的透明導電體之市場趨勢與市場機會,彙整ITO的問題和替代品的優點,用途·各材料的8年預測等資料,為您概述為以下內容。

摘要整理

第1章 簡介

第2章 透明導電體(ITO)的最新技術及市場趨勢

  • ITO市場上的發展
  • ITO的價格決定及價值命題
  • 旋轉式濺鍍的轉變
  • 配合競爭的新ITO材料
  • ITO的供應鏈及產品提供的變化
  • ITO市場的8年預測
  • 本章的要點

第3章 其他透明傳導性氧化物:新R&D,新利用

  • 非ITO TCO的爭議
  • 為了未來發展是否該更進一步發展TCO?
  • 其他的TCO真的只是一時的替代品嗎?
  • PV的TCO:2014年以後的市場
  • 非ITO市場8年預測
  • 本章的要點

第4章 透明導電體的金屬基材料市場

  • 使用了金屬透明導電體的進化
  • 金屬網格
  • 奈米線解決方案
  • 透明導電體市場上是否存在銅的機會?
  • 金屬透明導電體市場8年預測
  • 本章的要點

第5章 其他透明導電材費市場

  • 其他的材料
  • 透明導電體的導電聚合物:近幾年的成功
  • 透明導電體的奈米碳管:敗者?
  • 石墨烯:在透明導電體市場上有否可能性?
  • 其他的發展:「第4代」導電體
  • 其他透明導電體市場8年預測
  • 本章的要點

第6章 透明導電體的新興市場

  • 觸控螢幕感測器
  • 透明導電體及OLED產業的大躍進
  • 電子報用透明導電體
  • 現有的平面顯示器:永遠停滯於ITO?
  • 透明導電體與未來的太陽能面板
  • 透明導電體IR及UV保護的機會
  • 透明導電體防靜電應用
  • EMI/RFI屏蔽上的透明導電體
  • 透明導電體智慧玻璃的應用
  • 其他透明導電體市場
  • 本章的要點

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目錄
Product Code: Nano-735

During the past year the transparent conductor (TCs) market has continued to evolve. It seems that all the focus remains on the touch panel sector, where alternatives to ITO have genuinely established themselves. As a result, this latestreport in NanoMarkets' seven years of coverage of the transparent conductor market focuses heavily on the realities of the touch-sensor market for alternative TCs. Acknowledging that this is where the money is for now, we also discuss how some industry estimates of touch opportunities appear to be exaggerated and how there are serious technology challenges for touch down the road - challenges such as gestural control - that could hurt the current TC boomlet.

We also examine what other big changes are appearing in the TC opportunity space. The solar panel business is back, but with a new mix of PV technologies. What will this mean for the TC space? OLED lighting, which looked like might go into decline in our previous report, now looks like it is back on the board as a possible mass consumer of TCs. At the same time some the great hopes for alternative TCs, such as OLED TVs and flexible displays seem increasingly fanciful and may be areas that alternative TC firms pursue at their peril.

The interest in the various alternative transparent conductors is also shifting. Metal meshes are no longer quite the "flavor of the month," that they were last year. And carbon nanotube-based TCs seem to be making a quiet comeback in Asia

In this dynamic market environment, NanoMarkets believes that this new report provides the necessary strategic insight into how TC firms can best generate new business revenues in the in the display, solar panel and other sectors. This report also analyzes important developments on the TC materials front and it takes a look at what the next generation of transparent conductors will be like and how these materials will extend addressable markets.

This study also contains detailed eight-year forecasts in volume (square meters) and value terms. For each of the applications covered there are breakouts of demand for ITO, other TCOs, ITO/TCO inks, carbon nanotube films, nanosilver-based TCs, metal grids and conductive polymers. We have also included a forecast of ITO products by type (sputtering targets, films, coated glass, etc.). Finally, the strategies of the leading TC firms are also assessed in the context of the latest market developments.

NanoMarkets has been covering the TC market for seven years and its studies in this area are widely regarded as the most reliable insider analysis publicly available.

Table of Contents

Executive Summary

  • E.1 What Has Changed Since Last Year?
  • E.2 Alternative TCs Making a Difference: Part I-The ITO Industry Strikes Back
  • E.3 Alternative TCs Making A Difference: Part II-Touch and Beyond
    • E.3.1 Alternative TCs in Touch
    • E.3.2 OLEDs, Transparent Conductors and Market Realities
    • E.3.3 PV Resurgent: Who Cares?
    • E.3.4 Will the LCD Industry Ever Open Up to Alternative Transparent Conductors?
    • E.3.5 Flexible Panels: Still Waiting for Godot?
  • E.4 TC Materials and Companies to Watch: Heavy Metal
    • E.4.1 Silver Nanomaterial Coatings and Metal Meshes: Becoming a Standard for an ITO Alternative
    • E.4.2 Other Alternative TCs
  • E.5 The China Situation
  • E.6 Summary of Eight-Year Market Forecasts for Transparent Conductor Markets

Chapter One: Introduction

  • 1.1 Background to this Report
    • 1.1.1 Alternative TCs: Flavors of the Month
    • 1.1.2 Beyond the Touch Screen: Solar, OLEDs, etc.
    • 1.1.3 China Looming
  • 1.2 Objectives and Scope of this Report
    • 1.2.1 Materials Covered in this Report
    • 1.2.2 Sectors Covered in this Report
  • 1.3 Methodology of this Report
    • 1.3.1 Forecasting Methodology
    • 1.3.2 Assumptions About Materials Utilization, Wastage and Yields
    • 1.3.3 Cost Assumptions
    • 1.3.4 General Economic Assumptions
    • 1.3.5 Sources of Data
  • 1.4 Plan of this Report

Chapter Two: Recent Technology and Market Trends for ITO

  • 2.1 Current Developments in the ITO Sector
  • 2.2 ITO Pricing and the ITO Value Proposition
    • 2.2.1 The Chinese Pricing Threat Fails
    • 2.2.2 "Specmanship" and the ITO Value Proposition
  • 2.3 The Transition to Rotary Sputtering
    • 2.3.1 Alternatives to Sputtering
  • 2.4 New ITO Materials as a Response to Competition
    • 2.4.1 Resistivity Issues and the Market
    • 2.4.2 ITO and Flexibility Redux
    • 2.4.3 Thermal Issues
  • 2.5 Changes in the ITO Supply Chain and Product Offerings
    • 2.5.1 ITO Glass
    • 2.5.2 Prospects for ITO Film Markets
    • 2.5.3 Any Hope for ITO Inks?
    • 2.5.4 ITO Sputtering Target Markets
  • 2.6 Eight-Year Forecast of ITO Markets
    • 2.6.1 Forecast of ITO Inks
    • 2.6.2 Summary of ITO Forecasts by Type of ITO Product: Targets, Film and Coated Glass
  • 2.7 Key Points Made in this Chapter

Chapter Three: Other Transparent Conducting Oxides: A Commercial Future

  • 3.1 Non-ITO TCOs: Have they Had their Day?
    • 3.1.1 Tin Oxide and its Variants
    • 3.1.2 Zinc Oxide and its Variants
  • 3.2 More TCOs for the Future?
    • 3.2.1 Other Possibilities
  • 3.3 Are Other TCOs Really a Drop-In Replacement?
  • 3.4 TCOs in PV: The Market in 2014 and Beyond
  • 3.5 Eight-Year Forecast of Non-ITO Markets
  • 3.6 Key Points from this Chapter

Chapter Four: Markets for Metal-Based Materials as Transparent Conductors

  • 4.1 Evolution of Transparent Conductors Using Metals
  • 4.2 Metal Meshes: Changes in the Market Since Last Year
    • 4.2.1 Advantages, Applications and Competition in the Metal Mesh Business
    • 4.2.2 Metal Mesh Suppliers
  • 4.3 Nanowire Solutions: Cambrios, Carestream and 3M
    • 4.3.1 Suppliers of Ag NW Transparent Conductors
  • 4.4 Suppliers of Metal-Based Transparent Conductors: Cima NanoTech and the Others
    • 4.4.1 Metallic Films: A Material for Future Transparent Conductors?
    • 4.4.2 Cima NanoTech
  • 4.5 Are there Opportunities for Copper in the Transparent Conductor Market?
  • 4.6 Eight-Year Forecast of Metal Transparent Conductor Markets
    • 4.6.1 Metal Meshes
    • 4.6.2 Silver Nanowires
  • 4.6 Key Points from this Chapter

Chapter Five: Markets for Other Transparent Conducting Materials

  • 5.1 Other Materials
  • 5.2 Conductive Polymers as Transparent Conductors: Continuing to Move Forward
    • 5.2.1 PEDOT
    • 5.2.2 Conductive Polymers in OLEDs
    • 5.2.3 Other Applications
    • 5.2.4 Eight-Year Forecast of Transparent Conductive Polymer Markets
    • 5.2.5 Cost Trends for PEDOT
    • 5.2.6 PEDOT Suppliers for Transparent Conductor Applications
    • 5.2.7 Possible Technology Developments in Conductive Polymers
  • 5.3 Carbon Nanotubes as Transparent Conductors: Loser or Gaining New Ground?
    • 5.3.1 Suppliers of CNT TCs
    • 5.3.2 The Advantages and Disadvantages of Carbon Nanotubes for Transparent Conductors
    • 5.3.3 Limiting the Carbon Nanotube: Making Them "Just Conductors"
    • 5.3.4 Derivatization of Carbon Nanotubes
    • 5.3.5 Eight-Year Forecast of Carbon Nanotube Transparent Conductor Markets
  • 5.4 Graphene: Does it Stand a Chance in the Transparent Conductor Market?
  • 5.5 Other Developments: "Fourth-Generation" Transparent Conductors
  • 5.6 Eight-Year Forecast of Other Transparent Conductor Materials Markets
  • 5.7 Key Points Made in this Chapter

Chapter Six: Emerging Markets for Transparent Conductors

  • 6.1 Touch-Screen Sensors: The TC Industry's Favorite Opportunity
    • 6.1.1 TCs, Sensor Substrates and Sensor Architectures
    • 6.1.2 Projected-Capacitive Touch Sensors as a Market for Transparent Conductors
    • 6.1.3 The Shift to New Touch Module: Prospects for Transparent Conductor Makers
    • 6.1.4 The Analog-Resistive Touch Sensors as a Market for Transparent Conductors
    • 6.1.5 Eight-Year Forecasts of Transparent Conductors in the Touch-Screen Sensor Industry
  • 6.2 Transparent Conductors and the OLED Industry's Great Leaps Forward
    • 6.2.1 The OLED Market Explodes Slowly
    • 6.2.2 How OLEDs Potentially Shrink the TC Market
    • 6.2.3 The Quest to Get Rid of ITO in OLEDs
    • 6.2.4 Eight-Year Forecasts of Transparent Conductors in the OLED Display and Lighting Market
  • 6.3 Transparent Conductors for E-paper
    • 6.3.1 Varieties of E-Paper Displays and their TC Requirements
    • 6.3.2 Shifts from ITO in the E-Paper Space
    • 6.3.3 Eight-Year Forecasts of Transparent Conductors in the E-Paper Display and Lighting Market
  • 6.4 Conventional Flat-Panel Displays: Stuck On ITO Forever?
    • 6.4.1 Strategies for non-ITO Transparent Conductor Firms in the LCD Market
    • 6.4.2 Eight-Year Forecasts of Transparent Conductors in the Flat-Panel Display Industry
    • 6.4.3 Notes on Transparent Conductors in Plasma Displays
    • 6.4.4 A Note on the Impact of Transparent Displays on the Transparent Conductor Market
    • 6.4.5 Flexible Electronics Mythologies and Realities: Their Impact on the Transparent Conductor Market
  • 6.5 Transparent Conductors and the Future of Solar Panels
    • 6.5.1 Transparent Conductor Usage for the Thin-Film Silicon PV Sector
    • 6.5.2 Transparent Conductor Usage for CdTe PV
    • 6.5.3 Transparent Conductors in CIGS PV Market
    • 6.5.4 Eight-Year Forecasts of Transparent Conductors in the Thin-Film PV Market
    • 6.5.5 Organic PV and Dye Sensitized Cells: A Worthwhile Market for Transparent Conductor Suppliers
    • 6.5.6 Eight-Year Forecasts of Transparent Conductors in the OPV/DSC Market
  • 6.6 IR and UV Protection Opportunities for Transparent Conductors
  • 6.7 Antistatic Applications for Transparent Conductors
    • 6.7.1 Antistatic Markets in the Building Products Industry
    • 6.7.2 ESD Applications for the Electronics Market
    • 6.7.3 Tin Oxide as an Antistatic Coating
    • 6.7.4 Zinc Oxide as an Antistatic Coating
    • 6.7.5 Eight-Year Forecast of Transparent Conductors for Antistatic Coatings
  • 6.8 Transparent Conductors in EMI/RFI Shielding
    • 6.8.1 Eight-Year Forecast of Transparent Conductors for EMI Shielding
  • 6.9 Smart Windows Applications for Transparent Conductors
    • 6.9.1 Low-E Windows
    • 6.9.2 Solar Control Films
    • 6.9.3 Electrochromic (EC) and Suspended Particle Device (SPD) Technologies
    • 6.9.4 PDLC Active On-Demand Smart Windows
    • 6.9.5 Thermochromic Smart Glass
    • 6.9.6 Self-Cleaning Windows
  • 6.10 Yet Other Markets for Transparent Conductors
  • 6.11 Key Points Made in this Chapter

Acronyms and Abbreviations Used In this Report

About the Author

List of Exhibits

  • Exhibit E-1: Addressable Markets for non-ITO Transparent Conductors
  • Exhibit E-2: NanoMarkets' Perspective and Expectations of Penetration of Selected Transparent Conductor Materials
  • 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: ITO Products in Current Use
  • Exhibit 2-2: Summary of Forecast of ITO by Application ($ Millions, except for final line)
  • Exhibit 2-3: Summary of Forecast of ITO and TCO Inks by Application ($ Millions, except for final line)
  • Exhibit 2-4: ITO Market by End-User Product Process (1) ($ Millions)
  • Exhibit 3-1: Summary of Forecast of non-ITO TCOs by Application ($ Millions, except for final line)
  • Exhibit 4-1: Metal Meshes and Ag Nanowires as TCs
  • Exhibit 4-2: Summary of Forecast of Metal Meshes by Application ($ Millions, except for final line)
  • Exhibit 4-3: Summary of Forecast of Silver Nanowires by Application ($ Millions, except for final line)
  • Exhibit 5-1: Summary of Forecast of Transparent Conductive Polymers by Application ($ Millions, except for final line)
  • Exhibit 5-2: Summary of Forecast of Carbon Nanotube Films by Application ($ Millions, except for final line)
  • Exhibit 5-3: Summary of Forecast of Other Transparent Conductive Materials by Application ($ Millions, except for final line)
  • Exhibit 6-1: Why the Touch Sensor Business is Attractive for Transparent Conductor Makers
  • Exhibit 6-2: Important Parameters for Transparent Conductors Used for Touch-Screen Sensors
  • Exhibit 6-3: Forecast of Transparent Conductive Materials Requirements in Touch-Screen Display Sensors
  • Exhibit 6-4: Forecast of Transparent Conductive Materials by Type in Touch-Screen Display Sensors
  • Exhibit 6-5: Long-Term Issues that ITO Faces in the OLED Market
  • Exhibit 6-6: Important Parameters for Transparent Conductors Used for OLED Display Electrodes
  • Exhibit 6-7: Forecast of Transparent Conductive Materials Requirement in OLED Displays (Excludes OLED Lighting)
  • Exhibit 6-8: Forecast of Transparent Conductive Materials Requirement by Type in OLED (Excludes OLED Lighting)
  • Exhibit 6-9: Forecast of Transparent Conductive Materials Requirement in OLED Lighting
  • Exhibit 6- 10: Forecast of Transparent Conductive Materials by Type in OLED Lighting
  • Exhibit 6-11: Important R for Transparent Conductors Used for EPDs
  • Exhibit 6-12: Forecast of Transparent Conductive Materials Requirement in E-Paper Displays
  • Exhibit 6-13: Forecast of Transparent Conductive Materials by Type in E-Paper Displays
  • Exhibit 6-14: Important Requirements for Transparent Conductors Used for LCD Displays
  • Exhibit 6-15: Forecast of Transparent Conductive Materials Requirement in Flat-Panel Displays (LCD and PDP)
  • Exhibit 6-16: Forecast of Transparent Conductive Materials by Type in LCDs and PDPs
  • Exhibit 6-17: Important Parameters for Transparent Conductors Used for Plasma Displays
  • Exhibit 6-18: Flexibility of Transparent Conductive Material Types
  • Exhibit 6-19: Selected Flexible Display Frontplane Technologies
  • Exhibit 6-20: Potential Opportunities for non-ITO Transparent Conductors in the Flexible Display Market
  • Exhibit 6-21: Important Parameters for Transparent Conductors Used for PV Electrodes
  • Exhibit 6-22: Forecast of Transparent Conductive Materials Requirement in Thin-Film Photovoltaics
  • Exhibit 6-23: Forecast of Transparent Conductive Materials by Type in Thin-Film Photovoltaics
  • Exhibit 6-24: Forecast of Transparent Conductive Materials Requirement in OPV/DSC
  • Exhibit 6-25: Forecast of Transparent Conductive Materials by Type in OPV/DSC
  • Exhibit 6-26: Forecast of Transparent Conductive Materials by Type in Antistatic Coatings
  • Exhibit 6-27: Forecast of Transparent Conductive Materials by Type in Electromagnetic Shielding
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