Transparent Electronics Materials Webinar


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Transparent Electronics Materials Webinar

  1. 1. Markets for Transparent Electronics Materials February 15th, 2012 NanoMarkets, LC © 2012 NanoMarkets, LC
  2. 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.
  3. 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
  4. 4. A Provisional Roadmap for Transparent Electronics Current state of Next three years Future evolution technologyDisplays 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 telepresenceSelf-tinting Niche market using More effective materials and Novel product directions for smartwindows expensive electrochromic energy cost concerns boost windows including integration of and thermochromic sales PV, lighting and self-cleaning modules categoriesTransparent solar Established niche, mainly Full integration of glass and New absorber materials likely topanels involving glazed c-Si CIGS, OPV and DSC. Possible have a role panels role for CdTe. Part of rapidly growing BIPV marketTransparent A few R&D projects Need for transparent large-area sensors for military/security andsensors ubiquitous computing applications
  5. 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
  6. 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
  7. 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.
  8. 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.
  9. 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
  10. 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
  11. 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
  12. 12. NanoMarkets’ Top Seven Firms to Watch in Transparent Electronics Materials (1) Influence on the market What to watch for in the future1. 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 industry3. Saint- Glass firm with influence in smart Saint-Gobain has not specifically identified TE as aGobain windows/transparent conductors target market, but seem to be creeping into this space. Is well positioned for further growth
  13. 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 TE7. Kurt J. Carrying out R&D work on a This work has considerable relevanceLesker number of novel TCOs to the future of TEs and may make Lesker a player
  14. 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
  15. 15. 270-1718