Abstract
DESCRIPTION
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Printed Electronics will surely bring new market applications with large
potential, but it will be a long road ahead
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A highly dynamic market
The printed electronics (pe) market will have a 58% CAGR growth over 2010-2016
with peLighting accounting for the major part of the market. But the printed
electronics industry will need more “killer applications” (as
there is not one today) and “manufacture-able prototypes” to have
a real kick-start of the different markets.
There are however numerous companies involved in pe developments. The number
of companies has been estimated to be~ 1,100-1,400. Asian companies tend to be
huge compared to North America and Europe and are centered on OLED displays
while North America is heavily focused on peSolar with massive VC investments
and then lesser amounts going to peLMS (Logic, Memory & Sensors) as well. In
Europe, UK and Germany are leading the way.
Printed Electronics manufacturing technologies are not selected yet
Printed electronics is radically different from the semiconductor fields. It
consists of four main “technology building blocks”, each of
them having its own market dynamics:
- 1. Inks and chemicals - organic and inorganic (make up the
transistors and wires)
- 2. Substrates
- 3. Printing techniques
- 4. Thin-film transistors (TFT) & other device structures
The industry is still highly fragmented and needs to coalesce around 1-2
manufacturing techniques in each application or the efficiencies of scale in
the industry will not lower prices for equipment and material supply channels
to make many applications economical.
Printed Electronics is also the integration of very diverse technologies from
very different areas. Today, there is no clear supply chain as exists for the
CMOS industry. Many manufacturing techniques can be used for different
applications (printed electronics transistors can be printed by various means:
Inkjet, Gravure, Roll-to-roll, Flexography, Nano-imprint, Screen printing,
Spin coating ...). Much manufacturing equipment is custom designed for each
company' s products and testing, industry standards, interoperability, lifetime
issues, environmental issues yet to be determined. Our report aims at giving
insights about which technologies will be suited to which application.
Most vendors are left to their own to develop the infrastructure, materials,
manufacturing equipment, and test equipment, etc. We have identified a total
amount of US $1.35B raised by 21 companies worldwide (Dow Jones Venture
Source). But today, only 1% of the raised amount has led to profitability.
A complex field!
Today, the printed electronics market is still in its infancy with a lot of
expectations but more often a lot of confusion as well. This market is highly
fragmented and a big problem in trying to analyze the “printed
electronics” market potential is separating out the components that make
printed electronics unique and different.
Thus definitions are not precise and have many interpretations and overlaps.
Moreover, the confusion often lies in the specific terms: organic, printed,
flexible, and electronic.
Our report covers only “electronic” type applications and
technologies involving some kind of electron-hole semiconductor effect.
Moreover, manufacturing must include a type of printing technology in the
product construction; materials may be organic or inorganic or both in nature
and on flexible or rigid substrates (we exclude any kind of vacuum or vapor
deposition processing technology as these are not generally considered
“printing” methods). So this report does not address printed
batteries, printed super capacitors, printed wires, semiconductors (CMOS
silicon) and thin Film Photovoltaics or OLED s displays using vacuum
processing (CIGS, DSSC).
Key features of the report
This report aims at giving an introduction to the printed electronics markets,
technologies and players. Because this field is moving fast, we aim at
highlighting what the technical (equipment, chemicals), supply chain and
market hurdles are.
We also include a financial analysis that shows the latest VC funds and
alliances in this field.
The report includes:
- What is printed electronics?
- An overview of the 4 major applications:
- peDisplays
- peLighting
- peSolar
- peLMS (Logic, Memory & Sensors)
- What the challenges are on the supply chain side
- What the challenges are on the applications side
- What the challenges are on the technologies side
- Printed electronics forecast by applications 2010-2015
- Why should semiconductor executives care in PE?
- Industry structure & companies involved in printed electronics
- Manufacturing challenges
- Printing techniques overview
Who should buy this report ?
- Systems makers
- Understand the potential of the printed electronics market
- Understand the technical challenges
- Devices makers
- Identify and evaluate printed electronics markets with market size &
growth
- Analyze the threats and opportunities
- Monitor and benchmark your competitor' s advancements
- Chemical & tools companies
- Identify the technical hurdles for printed electronics
- Analyze the threats and opportunities
- Financial & Strategic investors
- Understand the main market dynamics and main technology trends
- Get the list of the key players
Companies mentioned in the report
3M Company, Add-Vision, Air Products & Chemicals, Aixtron, Applied Materials,
ArjoWiggins, Asahi Glass, Avancis, Aveso, BASF, Blue Spark Technologies, BP
Solar, Bridgestone Corp., Cabot Corporation, Cambridge Display Tech., Canon,
Casio Computer, Checkpoint Systems, Conductive Inkjet Tech., Creative
Materials, Cymbet Corp., Dai Nippon Printing, DayStar Tech. Inc., Delta
Optoelectronics, Dialog Semiconductor, Du Pont Microcircuits, Durel, Dyesol,
Eastman Kodak, E Ink Corporation, Electric Vinyl Inc, Electronic Paper,
elumin8, eMagin Corporation, Energy Conversion Devices, Entech Solar, Enthone,
EV Group, Evonik, Ferro Corporation, First Solar, Front Edge Tech., FUJIFILM,
Fuji Xerox, G24i, GSI Technologies, Gwent Electronic Materials, H.C. Starck,
Heliatek, HelioVolt, Hewlett-Packard, Honeywell, Infineon Technologies,
Infinite Power Solutions, InkTec, Innovalight, Intl. Solar Electric, Kent
Displays, Konarka Technologies, Konica Minolta, Kovio, KSW Microtec, LG
Philips LCD, Liquavista, Litrex, Luminous Media, MAN Roland, Mark Andy, MEMC
Electronic Materials, Memtro (Esterline), Microvision, Midori Mark,
NanoDynamics, Nano ePrint, NanoInk, NanoMas Technologies, Nanosolar,
NovaCentrix, Novaled, Novalia, NXP, Optomec, ORFID, Ormet Circuits, OSRAM,
PARC, Parelec, Pelikon, PixDro, Plastic Logic, Plextronics, PolyIC, Power
Paper, Prime View International, Printed Systems, QMT, ReneSola, Samsung
Electronics, Schreiner Printronic, Seiko Epson, Semprius, Sensormatic, Sharp,
SiPix Imaging, Solarmer, Solexant, Solicore, Soligie, ST Microelectronics,
Sumation, Sumitomo Chemical, T-Ink, Taiyo Ink, Terepac, Thin Film Electronics,
Thorn Lighting, Toppan Printing, Toshiba Mobile Display, Universal Display,
Unidym
BENEFITS:
Key features of the report
This report aims at giving an introduction to the printed electronics markets,
technologies and players. Because this field is moving fast, we aim at
highlighting what the technical (equipment, chemicals), supply chain and
market hurdles are.
We also include a financial analysis that shows the latest VC funds and
alliances in this field.
The report includes:
- What is printed electronics?
- An overview of the 4 major applications:
- peDisplays
- peLighting
- peSolar
- peLMS (Logic, Memory & Sensors)
- What the challenges are on the supply chain side
- What the challenges are on the applications side
- What the challenges are on the technologies side
- Printed electronics forecast by applications 2010-2015
- Why should semiconductor executives care in PE?
- Industry structure & companies involved in printed electronics
- Manufacturing challenges
- Printing techniques overview
Table of Contents
- Table of Content (150+ slides)
- Executive Summary
- What is Printed Electronics? Scope
- Printed Electronics « at a glance »: the supply chain side
- Printed Electronics « at a glance »: the applications side
- Printed Electronics « at a glance »: the technologies side
- Printed electronics technologies vs. applications
- peDisplays, peLighting & peLMS: a close connection
- Main issues to be solved
- Printed Electronics Applications
- Printed Electronics Forecast by Applications
- PE applications trends
- PE market overview
- Printed Electronics Will & Will Not ...
- Printed Electronics Main Advantages & Disadvantages
- Why Should Semiconductor Executives Care in PE?
- Words of Caution to Semiconductor Executives Considering Entering PE
- Market forecasts
- Forecast Comments
- Global Printed Electronics Markets Forecasts
- Printed Electronics Forecast by Applications
- peApplications as % of Total Printed Revenues
- Financial analysis
- Ranking of the companies
- Country ranking
- Specialty & application breakdown
- Progress status
- PE Supply Chain Challenges
- Supply chain issues
- peDisplays issues
- peLighting issues
- peSolar issues
- PeLogic, Memory & Sensors issues
- Industry Structure
- Main equipment suppliers map for PE
- Main material suppliers map for PE
- Main devices/systems suppliers map for PE
- Printed Electronics Geographical breakdown
- Manufacturing challenges
- Printed Organic vs Semiconductor Electronics
- Generic processes for printed electronics
- Manufacturing Techniques
- Main technical challenges
- Printing Techniques
- Example: IJ Printing
- Example: Roll to Roll
- Performance for the different printing processes
- Substrates
- Example: peDisplay substrates
- Organic Thin Film Transistors: a key component!
- Conductive and Emissive Inks for peDisplays
- peDisplays: OLEDS & ePapers
- OLEDs
- Technical challenges
- peDisplay conclusions
- ePapers
- Technical challenges
- peDisplay conclusions
- peLighting
- What is peLighting?
- Technical challenges
- peLighting conclusions
- peSolar
- What is peSolar?
- Technical challenges
- peSolar conclusions
- PeLMS (Logic, Memory & Sensors)
- What is peLMS?
- Technical challenges
- peLMS conclusions
