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市場調查報告書

奈米碳管作為透明導體的全球市場

Markets for Carbon Nanotubes as Transparent Conductors

出版商 n-tech Research, a NanoMarkets company 商品編碼 322871
出版日期 內容資訊 英文 59 Pages
商品交期: 最快1-2個工作天內
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奈米碳管作為透明導體的全球市場 Markets for Carbon Nanotubes as Transparent Conductors
出版日期: 2015年01月13日 內容資訊: 英文 59 Pages
簡介

奈米碳管的實用性在過去10年間已被反覆再三的討論,本報告旨於探討終於來到商業化階段,奈米碳管作為透明導體的市場性,及預測未來8年其交易量與價格的變動,並彙整了競爭材料的特性比較、邁向商業化的產品規劃藍圖考察、供需結構的分析等內容提供如後。

實施摘要

  • 奈米碳管透明導體:3個市場策略
    • 策略1:方向不變
    • 策略2:附加價值
    • 策略3:低性能
    • 策略4:退場機制
  • 奈米碳管透明導體8年預測 - 依用途
  • 奈米碳管透明導體商機8年預測 - 依性能分類

第1章 前言

  • 報告背景
    • 奈米碳管透明導體的現狀:不良商業模型
    • 失望與再起:改正的商業模型
    • 奈米碳管透明導體市場相關的三點疑問
    • 中國興起
  • 報告目的與範圍
  • 報告方法
  • 報告設計

第2章 奈米碳管透明導體的進化

  • 高性能奈米碳管透明導體:現狀
    • 奈米碳管透明導體供應鏈的近年變化
  • 低性能奈米碳管透明導體的誕生:是否具有潛力?
  • 透明導體中奈米碳管的優點與缺點
    • 奈米碳管的侷限:「只能當導體」
    • 奈米碳管的衍生
  • 與其他導體比較,奈米碳管透明導體的競爭力
    • 奈米銀材料
    • 金屬網格
    • 其他導體
    • 石墨烯:能在透明導體市場中佔有一席之地嗎?
  • 本章要點

第3章 奈米碳管透明導體的潛力與產品規劃藍圖

  • 觸控產業中奈米碳管的未來展望
    • 導入奈米碳管代替ITO作為投射式電容顯示器解決方案選項的理由
    • 電阻式觸控螢幕可作為包含奈米碳管在內的透明導體市場
    • 觸控螢幕感測器產業中,奈米碳管透明導體的8年預測
  • 奈米碳管未來有可能會取代傳統顯示器(LCD或OLED)中ITO的地位嗎?
    • OLED市場中的奈米碳管
    • 從OLED中趕走ITO的任務
    • 傳統平板顯示器:要永遠跟ITO綁在一起嗎?
    • 奈米碳管透明導體在平板顯示器及OLED顯示器產業的8年預測
  • 奈米碳管與電子紙
    • 電子紙顯示器及照明市場中奈米碳管透明導管的8年預測
  • 軟性光電的神話與現實:對透明導體市場的影響
  • 奈米碳管、透明導體、OLED照明的8年預測
  • 奈米碳管與太陽能板
    • CIGS PV市場中的透明導體:還有奈米碳管的生存空間嗎?
    • 有機太陽能發電、染料敏化電池與奈米碳管
    • 太陽能面板中奈米碳管透明導體的8年預測
  • 奈米碳管塗覆在抗靜電、EMI遮蔽、IR/UV防護領域的應用:8年預測
    • 奈米碳管在抗靜電領域的應用
    • 透明導體在EMI/RFI遮蔽領域的應用
    • 透明導體在紅外線與紫外線防護領域的商機
  • 透明導體的其他可能用途
  • 本章要點

第4章 奈米碳管:供應商與供給結構

  • Canatu(芬蘭)
  • C3Nano(美國)
  • CNTouch/Foxconn(台灣/中國)
  • Linde(德國)
  • Sang Bo(韓國)
  • SWeNT(美國)
  • Top Nanosys(韓國)
  • Toray(日本)

本報告所用之縮寫

關於作者

資料清單

目錄
Product Code: Nano-770

Carbon nanotubes (CNTs) as transparent conductors (TC) have been an on-again, off-again affair for almost a decade. Originally proposed as a future competitor for ITO in the display industry, CNTs have lost mindshare as silver coatings and grids have proven easier to commercialize.

In the past couple of years, however, CNTs have been showing promise again as a low-cost TC developed in Asia and used for low-performance cell phones. Meanwhile, some of the firms that continue to work on a high-quality CNT TC are claiming progress and believe that they will have a material that can challenge ITO for use in touch-screen sensors within a relatively short space of time.

But how far can CNTs really go this time? Do low-cost CNTs really have a future or are they just a curiosity? Will any firm manage to bring CNTs into the TC mainstream? And will CNTs ever be able to best what silver coatings have to offer in the TC space?

In this report, NanoMarkets provides a thorough analysis of the prospects for CNTs in the TC space. It shows how these materials currently compare with the main TC alternatives and how this is likely to change in the future. It also examines how CNT-based materials fit into requirements for TCs in the display, solar panels, lighting, anti-statics and EMI shielding.

Based on our analysis of current R&D directions in this space and market requirements, we also propose a roadmap for how CNTs will evolve in the TC marketplace in the next eight years. This is accompanied by a detailed eight-year forecasts of CNT materials in the TC space, with breakouts by application and performance type. These forecasts are presented in square meters of coating and by value of the market. Finally, the report assesse the changing CNT TC supply chain, covering both the primary suppliers of the TC material and CNT firms who have targeted the TC space.

Table of Contents

Executive Summary

  • E.1. Carbon Nanotube Transparent Conductors: Three Market Strategies
    • E.1.1. Strategy #1: No Change in Direction
    • E.1.2. Strategy #2: Adding Value
    • E.1.3. Strategy #3: Low-Performance
    • E.1.4. Strategy #4: Exit
  • E.2. Eight-Year Forecasts of CNT TCs by Applications
  • E.3. Eight-Year Forecasts of Opportunities for CNT TCs by Performance Category

Chapter One: Introduction

  • 1.1. Background to this Report
    • 1.1.1. Where CNT TCs Stand Today: A Broken Business Model
    • 1.1.2. Disappointment and Revival: Changed Business Models
    • 1.1.3. Three Questions About the Future of CNT TC Markets
    • 1.1.4. China Looming
  • 1.2. Objectives and Scope of this Report
  • 1.3. Methodology of this Report
  • 1.4. Plan of this Report

Chapter Two: Evolution of CNT Transparent Conductors

  • 2.1. High-Performance CNT TCs: Where Are We Now?
    • 2.1.1. Recent Changes in the Supply Chain Evolution for CNT TCs
  • 2.2. The Birth of Low-Performance CNT TCs: Do They Have Potential?
  • 2.3. The Advantages and Disadvantages of Carbon Nanotubes for Transparent Conductors
    • 2.3.1. Limiting the Carbon Nanotube: Making Them "Just Conductors"
    • 2.3.2. Derivatization of Carbon Nanotubes
  • 2.4. How Well Do CNT TCs Stack Up Against Other TCs
    • 2.4.1. Silver Nanomaterials
    • 2.4.2. Metal Meshes
    • 2.4.3. Other Alternative TCs
    • 2.4.4. Graphene: Does it Stand a Chance in the Transparent Conductor Market?
    • 2.4.5. The Persistence of ITO
  • 2.5. Key Points Made in this Chapter

Chapter Three: Potential Markets and Roadmap for Carbon Nanotube TCs

  • 3.1. Future Prospects for CNTs in the Touch Sensor Business
    • 3.1.1. Reasons for Replacing ITO in Pro-Cap Displays-Alternative Solutions Including CNTs
    • 3.1.2. The Analog-Resistive Touch Sensors as a Market for Transparent Conductors including CNT TCs
    • 3.1.3. Eight-Year Forecasts of CNT TCs in the Touch-Screen Sensor Industry
  • 3.2. Will CNTs Ever Replace ITO in Conventional Displays: LCDs and OLEDs?
    • 3.2.1. CNTs in the OLED Market
    • 3.2.2. The Quest to Get Rid of ITO in OLEDs
    • 3.2.3. Conventional Flat-Panel Displays: Stuck On ITO Forever?
    • 3.2.4. Eight-Year Forecasts of CNT Transparent Conductors in the Flat-Panel Display and OLED Display Industries
  • 3.3. CNTs and E-paper
    • 3.3.1. Eight-Year Forecasts of CNT Transparent Conductors in the E-Paper Display and Lighting Market
  • 3.4. Flexible Electronics Mythologies and Realities: Their Impact on the Transparent Conductor Market
  • 3.5. CNTs, TCs and OLED Lighting: Eight-Year Forecasts
  • 3.6. CNTs and Solar Panels
    • 3.6.1. Transparent Conductors in CIGS PV Market: Room for CNTs?
    • 3.6.2. Organic PV, Dye Sensitized Cells and CNTs
    • 3.6.3. Eight-Year Forecast for CNT TCs in Solar Panels
  • 3.7. CNT Coatings for Anti-Statics, EMI Shielding and IR/UV Protection: Eight-Year Forecasts
    • 3.7.1. Antistatic Applications for CNT Transparent Conductors
    • 3.7.2. Transparent Conductors in EMI/RFI Shielding
    • 3.7.3. IR and UV Protection Opportunities for Transparent Conductors
  • 3.8. Other Potential Applications for CNT TCs
  • 3.9. Key Points Made in this Chapter

Chapter Four: Carbon Nanotubes: Suppliers and Supply Structure

  • 4.1. Canatu (Finland)
    • 4.1.1. Claimed Technical Superiority of NanoBuds
    • 4.1.2. Product/Market Strategy: Expanded Horizons for CNT TCs
    • 4.1.3. Manufacturing Strategy
  • 4.2. C3Nano (United States)
  • 4.3. CNTouch/Foxconn (Taiwan/China)
  • 4.4. Linde (Germany)
  • 4.5. Sang Bo (Korea)
  • 4.6. SWeNT (United States)
  • 4.7. Top Nanosys (Korea)
  • 4.8. Toray (Japan)
  • Acronyms and Abbreviations Used In this Report
  • About the Author

List of Exhibits

  • Exhibit E-1: Product/Market Strategies for CNT Transparent Conductors
  • Exhibit E-2: Summary of Forecast of Carbon Nanotube Transparent Conductors by Application ($ Millions, except for final line)
  • Exhibit E-3: Summary of Forecast of Carbon Nanotube Transparent Conductors by Performance Class ($ Millions)
  • Exhibit 2-1: NanoMarkets' Perspective and Expectations of Penetration of Selected Transparent Conductor Materials
  • Exhibit 3-1: Why the Touch Sensor Business is Attractive for Transparent Conductor Makers
  • Exhibit 3-2: Forecast of CNT TCs for Touch-Screen Display Sensors
  • Exhibit 3-3: Long-Term Issues that ITO Faces in the OLED Market
  • Exhibit 3-4: Forecast of CNT TCs for Flat-Panel Displays (LCD and PDP)
  • Exhibit 3-5: Forecast of CNT TCs in OLED Displays (Excludes OLED Lighting)
  • Exhibit 3-6: Forecast of CNT TCs in E-Paper Displays
  • Exhibit 3-7: Flexibility of Transparent Conductive Material Types
  • Exhibit 3-8: Forecast of Transparent CNT TCs in OLED Lighting
  • Exhibit 3-9: Forecast of Transparent CNT TCs in Thin-Film Photovoltaics
  • Exhibit 3-10: Forecast of Transparent Conductive Materials Requirements in OPV/DSC
  • Exhibit 3-11: Forecast of CNT Transparent Conductive Materials in Antistatic Coatings
  • Exhibit 3-12: Forecast of Transparent Conductive CNT Materials in Electromagnetic Shielding
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