Slides from a recently released report from NanoMarkets,"Market Opportunities in Quantum Dots in Lighting and Displays:

1. www.ecisolutions.com
Market Opportunities for Quantum Dots
in Lighting and Displays (Nano-647)
NanoMarkets, LC
September 2013
www.nanomarkets.net
© 2013 NanoMarkets, LC

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ABOUT NANOMARKETS
• NanoMarkets provides industry analysis of advanced materials
markets in the energy and electronics sectors. We have been
covering these activities for a decade
• Our work includes market, company and technology analysis,
market forecasting and due diligence. NanoMarkets provides
forecasts of all major thin-film/printed electronics markets
• 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
© 2013 NanoMarkets, LC

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ABOUT THE REPORT
This NanoMarkets report provides an in depth market analysis of the opportunities
emerging within the field of quantum dots (QDs), examining the latest products, strategies
and technical developments in electronics applications for these emerging
materials. Within the report we assess how QDs are likely to penetrate addressable
markets in lighting and display applications and along what time horizon. We also
examine the technology hurdles facing QDs broader adoption and how the industry will
resolve them. The report also evaluates the potential of QDs vs competing technologies
and provides NanoMarkets opinions on how well QDs will fare.
The report also includes NanoMarkets’ assessments of the strategies of leading firms
active in the QD space with attention paid as to which are the companies to watch in the
market. In addition, detailed and granular forecasts of QD shipments in volume and value
terms and by application will be provided.
See more at:
http://nanomarkets.net/market_reports/report/market_opportunities_for_quantum_dots
www.nanomarkets.net
© 2013 NanoMarkets, LC

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RELATED REPORTS
LED Phosphor Markets – 2012
OLED Lighting Market Forecast 2013
OLED Materials Markets 2013
Markets for Smart Lighting Driver, Controller and Sensor Chips
Smart Lighting Markets and Opportunities 2013
www.nanomarkets.net
© 2013 NanoMarkets, LC

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KEY OPPORTUNITIES FOR QUANTUM DOTS
Quantum dots (QDs) are likely to be the next big thing that is going to shape the modern
display and lighting industries
QDs have slowly begun to penetrate the commercial display market
The QD market can be broadly segregated into two main segments, displays and lighting
Opportunities in display and lighting segments:
QDs have strong potential to be a dominant large display format technology in the
near term, but will take some time to become successfully established in the small
display segment
QDs can gain substantial market acceptance in the small display segment, primarily
because of their ability to offer the right mix of performance and value as compared
to other similar technologies.
The lighting industry is likely to witness a good number of commercial launches,
particularly in the solid state lighting (SSL) segment
www.nanomarkets.net
© 2013 NanoMarkets, LC

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OPPORTUNITIES IN DISPLAY BACKLIGHTING
SEGMENT
Superior qualities of QD has made the industry to prefer QD over LEDs.
Both Photoluminescent and Electroluminescent QD technology looks promising but scope of
Photoluminescent is better.
Major developments:
Launch of color IQ technology based QD-enhanced LCD TVs by Sony in early 2013.
Color IQ, a photoluminescent QD technology is patented by US-based QD Vision.
QD-enhanced LCD TVs launch was followed by successive launches of QD-based Xperia
smartphones and Vaio laptops again by Sony.
Launch of MicroSideled3806 brand of blue QDs by German-based company Osram in 2013.
A shift from toxic QDs to Non Heavy Metal (NHM) based QDs.
Success of QDs also depends upon the strategy that OLED technology based OEMs (Samsung
and LG) adopt as OLED is still the most prominent competitor to QDs.
www.nanomarkets.net
© 2013 NanoMarkets, LC

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OPPORTUNITIES IN DIRECT-EMISSION QD
DISPLAYS
Pure QDs are likely to find applications in TVs, smartphones, tablets and
other small display devices.
Combined efforts of Samsung and QD Vision has made pure QD-based
small display devices a reality.
Potential of pure QDs to give tough competition to OLEDs is highest among
all QD technologies.
After overcoming some manufacturing barriers (like low life time)specific to
certain materials this QD Technology can be brought into commercial space.
www.nanomarkets.net
© 2013 NanoMarkets, LC

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OPPORTUNITIES IN QD LIGHTING
QLEDs are capable of overcoming the limitations of OLEDs
QLEDs have got good prospects in some lighting segment especially SSL.
Huge potential exists in the general purpose lighting segment (both commercial and residential)
With slight modifications in their product, QD manufacturers will be able to tap the opportunities
existing in this lighting segment.
Govt moves like ban on incandescent lamps can make this industry attractive.
Collaborations with OEMs can help QD manufacturers to grab the opportunities existing in the light
segment.
Other than traditional segments niche segments like projectors, video walls and digital signage
shouldn’t be ignored
As QDs are seen as substitutes to LEDs, there is scope of QDs in smart lighting solutions as well.
www.nanomarkets.net
© 2013 NanoMarkets, LC

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KEY SUPPLIERS
QD manufacturers are concentrated in US
These suppliers can be classified into two categories:- Display industry centric and
light industry centric.
Display industry centric:QD vision
Nanosys
Nanoco
Quantum Material corporation
Light industry centric:NN labs
Pacific Lighting technologies(PLT)
Other key players in this industry are established component suppliers (DEM, 3M &
Osram )
and OEMs (Sony, Samsung, LG & Philips)
www.nanomarkets.net
© 2013 NanoMarkets, LC

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DISPLAY INDUSTRY CENTRIC SUPPLIERS
QD Vision : One of the first movers and its technology is already implemented in some products of
Sony. A list of Sony products launched in collaboration with QD Vision
www.nanomarkets.net
© 2013 NanoMarkets, LC

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DISPLAY CENTRIC INDUSTRY SUPPLIERS
Nanosys(US):
Patented photoluminescent based QD display film.
In collaboration with 3M, Nanosys is likely to launch QDEF technology based
product by the end of 2013.
In coming years Nanosys may play an important role in determining the adoption
rate of QD Technology.
Nanoco(UK):
Patented mass manufacturing technique for the production of large volumes of
cadmium-free QDs.
Improved its HV-based QD manufacturing process in order to manufacture NHMbased QD wit properties similar to that of HV-based QDs.
Quantum Material Corporation(US):
Developed mass production method to produce QDs with qualities superior to
traditional spherical QDs.
Most likely to start its mass manufacturing process by early 2014 and on the way
to target Europe and japan.
www.nanomarkets.net
© 2013 NanoMarkets, LC

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LIGHTING INDUSTRY CENTRIC SUPPLIERS
NN Labs(US):
Demonstrated a commercial prototype of an SSL product in collaboration with
US-based Renaissance Lighting.
In collaboration with China-based NN Crystals has also developed a patented
QD-based lighting solution known as QShift Coral .
QShift Lucid, another QD-based lighting technology that offers LED phosphor-like
benefits at low cost.
Pacific Lighting Technologies (US):
Suppliers of QDs to the SSL industry.
PLT might be crucial in determining the adoption rate of QD Technology based
general purpose lighting solutions.
PLT’s product is likely to bring down the cost of QD-based lighting solutions.
www.nanomarkets.net
© 2013 NanoMarkets, LC

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ESTABLISHED COMPONENTS SUPPLIERS
DEM:
Acquisition of Nanoco’s patented CFQDs worldwide licensing rights might help
DEM to launch its QD-based display solution by early 2014.
Its existing presence in Asian market will foster afavorable environment for its QDbased products.
3M:
In Collaboration with Nanosys, likely to launch QD-based display solution by the
end of 2013.
3M’s QD solution can be used in traditional LCD panel with better results
3M has strong potential to expand its presence in display space.
Osram:
Patented MicroSideled3806 brand of blue QDs that possess high quantum
efficiency.
MicroSideled3806 is likely to find application in small display devices like tablets
and smartphones.
Might play a major role in QD technology for small display segment.
www.nanomarkets.net
© 2013 NanoMarkets, LC

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OEM
Sony:
First mover towards adopting and commercializing QD Technology through its products.
In Collaboration with QD Vision, launched a number of QD Technology-based products for
large display as well as small display.
Samsung:
Promoter of OLED-based technology but as they got command of the Smartphone industry
too, QD manufacturers cannot ignore the presence of Samsung.
LG:
Working with Nanosys and QD Vision, to license QD technology to be used in its upcoming
display devices . Focus towards commercialization of Pure QD technology and development
of cadmium free QDs.
Philips:
Working on a project called “cadmium-free all-inorganic quantum dots as down-conversion
LED phosphors” (CadFrinDot)in collaboration with Netherlands-based research firm STW .
Dominance of Philips in the commercial lighting segment, may help it grab a place in QDbased lighting segment too.
www.nanomarkets.net
© 2013 NanoMarkets, LC

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ROADMAP OF QD-BASED LIGHTING AND
DISPLAY SEGMENTS
QD backlighting for large display seems to be dominating.
Gradual adoption of QD backlighting for small displays.
For small display segments, pure QD likely to be important but not for large TV
displays.
QDs has potential to replace LEDs in flexible display segment as well.
QD based lighting solution still looks like a dream.
Adoption of energy efficient LEDs for lighting purpose paves a way for QDs in this
segment as QDs are seen as a better substitutes for LEDs.
www.nanomarkets.net
© 2013 NanoMarkets, LC

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MARKET OUTLOOK
Total QD Display and Lighting Revenue (US$ million)
600
500
$ Millions
400
300
200
100
0
2013
2014
2015
2016
2017
2018
2019
2020
© NanoMarkets 2013
www.nanomarkets.net
© 2013 NanoMarkets, LC

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CONTACT US
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