These are the slides from the NanoMarkets webinar on transparent electronics materials markets

1. Markets for Transparent
Electronics Materials
February 15th, 2012
NanoMarkets, LC
© 2012 NanoMarkets, LC
www.nanomarkets.net

2. About NanoMarkets
• NanoMarkets provides industry analysis of emerging markets in energy
and electronics enabled by new developments in materials science. We
have been covering novel and advanced electronics materials for eight
years
• Our work includes market, company and technology analysis, market
forecasting and due diligence.
• NanoMarkets’ offerings include reports, custom consulting,
seminars/webinars and in-house training. NanoMarkets is based in U.S.,
with extensive contacts all over the world.
www.nanomarkets.net

3. NanoMarkets’ Recent Reports Related to
Transparent Electronics
• Transparent Electronics Markets
• Oxide TFT Markets (forthcoming)
• BIPV glass (forthcoming)
• Conductive Coatings in Electronics and Energy Markets
• Markets for Transparent Conductors in Touch Screen Sensors
• The Markets for Flexible Glass
• Emerging Markets for Non-ITO Transparent Conductive Oxides
• Markets for Silver-Based Transparent Conductors
• Transparent Conductor Markets
• Next-Generation Smart Windows: Materials and Markets
www.nanomarkets.net

4. A Provisional Roadmap for Transparent Electronics
Current state of Next three years Future evolution
technology
Displays Simple LED and EL Emergence of AM LCD and Large markets may evolve for
signage. CRT and LED/LCD OLED displays for signage and transparent displays for
HUDs HUDs augmented reality. Transparent
displays also used in telepresence
Self-tinting Niche market using More effective materials and Novel product directions for smart
windows expensive electrochromic energy cost concerns boost windows including integration of
and thermochromic sales PV, lighting and self-cleaning
modules categories
Transparent solar Established niche, mainly Full integration of glass and New absorber materials likely to
panels involving glazed c-Si CIGS, OPV and DSC. Possible have a role
panels role for CdTe. Part of rapidly
growing BIPV market
Transparent A few R&D projects Need for transparent large-area sensors for military/security and
sensors ubiquitous computing applications
www.nanomarkets.net

5. Forecast of Transparent Electronics Products by Application
20,000
18,000
16,000
14,000
12,000
$ Millions
Sensors
10,000
Solar panels
8,000
Smart
6,000 windows
4,000 Displays
2,000
0
2012 2013 2014 2015 2016 2017 2018 2019
www.nanomarkets.net

6. Preliminary Forecast of Selected Transparent Electronics Materials by
Type ($Millions)
2012 2015 2019
Oxide electronics materials for
12.8 55.7 205.9
transparent displays
Active materials for smart
15.0 42.8 121.3
windows
Absorber layer materials for
77.2 226.6 784.7
transparent solar panels
Transparent sensor materials 0.2 0.5 2.0
TOTAL 105.0 325.5 1,113.8
* Consider also impact on TFTs and transparent coatings outside of TE
www.nanomarkets.net

7. Transparent Displays and the End of the LCD Revolution
• The LCD market is almost saturated. What are the next big
things?
• Could transparent displays be one of them? Currently mostly
use EL for signage and CRTs for HUDs. Some LED use.
• Updated technology, especially OLEDs (and some LCD) for
signage from Samsung and LG
• But active interest for augmented reality on Apple devices and
there is also backing from Microsoft.
www.nanomarkets.net

8. Windows, Transparency and the Construction Bust
• Construction industry still in the doldrums. Windows industry
rethinking strategies to emphasize high value-added and more
energy efficiency
• Increasing value added could include self-dimming windows,
windows that are also lights or displays or PV panels.
• These developments would seem to need novel active
coatings that go beyond what is currently available in terms of
functionality and performance.
www.nanomarkets.net

9. Slowdown in Solar
• Solar is slowing down and will slow down further as
subsidization for the industry becomes increasingly challenged
• Solar industry will have to embrace new economics and BIPV
offers this. BIPV glass offers this with transparency for
skylights, facades, canopies
• In need of greater integration and more transparent materials
with improved efficiencies. Mostly glazed in c-Si today. Goal
would be materials that are at least 50 percent transparent
www.nanomarkets.net

10. New Directions for ITO Alternative Firms
• ITO replacement is now a hot market, but breaking into the
mainstream LCD market is proving difficult. Penetration of
touch-screen sensor market has been successful, but does
not generate sufficient revenues to justify investment
• Could transparent electronics present another market for
alternative TCs to get into while waiting for LCDs to open up?
• Interest from large firms including Dow, Kodak, Linde, Saint-
Gobain and Sumitomo as well as start ups
www.nanomarkets.net

11. Transparent Semiconductors
for the Future
• Not easy to find materials that are good semiconductors for
TFTs and are also transparent
• Three types of research program might provide this (1)
organic electronics, (2) efforts to develop electronics using
nanomaterials or nanostructures of some kind and (3) metallic
oxide semiconductors (most advanced)
• Mostly ZnO n-type TFTs today. In search of the p-type
transparent conductor
www.nanomarkets.net

12. NanoMarkets’ Top Seven Firms to Watch in Transparent
Electronics Materials (1)
Influence on the market What to watch for in the future
1. Samsung Prime mover in TE. Has history of Will Samsung’s next-generation TE products take
trying out new materials faster off? Will the materials this company uses become
than other display firms industry standard?
2. Apple Has patents for transparent Apple could be the first to provide a sophisticated
displays to provide access to consumer product with a transparent display.
augmented reality. Seems likely to Apple single-handedly turned Pro Cap touch-
add this to iPad and iPhone screen technology into a major industry
3. Saint- Glass firm with influence in smart Saint-Gobain has not specifically identified TE as a
Gobain windows/transparent conductors target market, but seem to be creeping into this
space. Is well positioned for further growth
www.nanomarkets.net

13. NanoMarkets’ Top Seven Firms to Watch in
Transparent Electronics Materials (2)
4. Cambrios The first transparent Not yet a supplier of materials to the
conductive nanomaterial firm TE business, but its materials could
to announce a real world have some interesting TE applications
customer.
5. 3M Has extensive portfolio of In a position to be a major supplier of
transparent conductive materials to a future transparent
oxides/films electronics sector.
6. Corning Not specifically active yet The leading display glass firm. Likely to
be a key supplier of substrates for TE
7. Kurt J. Carrying out R&D work on a This work has considerable relevance
Lesker number of novel TCOs to the future of TEs and may make
Lesker a player
www.nanomarkets.net

14. A Summing Up
• Three major large-area product sectors – displays, windows and solar
panels – are in crisis and transparent electronics may be part of the
solution
• This could mean that the market requires a new transparent electronics
materials set: conductors, semiconductors, dielectrics, optoelectronic
materials.
• New market for emerging TCs while waiting for mainstream LCD market to
open up
• Semiconductor efforts led by TCOs, but OE and nanomaterials a possibility.
Complementary technologies needed.
• $1.1 billion materials market in 2019
www.nanomarkets.net

15. Contact
NanoMarkets
sales@nanomarkets.net
www.nanomarkets.net
(804) 270-1718
www.nanomarkets.net