|By PR Newswire||
|January 9, 2014 12:24 PM EST||
LONDON, Jan. 9, 2014 /PRNewswire/ -- Reportbuyer.com just published a new market research report:
Transparent Conductor Markets 2013
The past year has seen major changes in the world of transparent conductors (TCs). Efforts by Intel and especially Microsoft to bring touch to every laptop have suggested new opportunities for non-ITO TCs. Meanwhile, the continued rapid growth in tablet computing can only be regarded as a positive sign for TCs.
On the other hand, new ways of producing both touch panels and displays suggest that display OEMs may be using less TC material in the future. At the same time flexible displays, OLED TVs and other applications that were supposed to generate major revenues for non-ITO TCs seem just as slow to develop as they did in 2012.
In this somewhat confusing phase of the development of TCs, NanoMarkets believes that this new report provides the necessary strategic insight into how TC firms can best generate new business revenues in the in the display, solar panel and other sectors. This report also analyzes important developments on the TC materials front and it takes a peek at what the next generation of transparent conductors will look like and how these materials will extend addressable markets.
This study also contains detailed eight-year forecasts in volume (square meters) and value terms. For each of the applications covered there are breakouts of demand for ITO, other TCOs, ITO/TCO inks, carbon nanotube films, silver-based and cooper-based transparent conductors, other nanometallic transparent conductors and conductive polymers. And there is also a forecast of ITO products by type (sputtering targets, films, coated glass, etc.). Finally, the strategies of the leading TC firms are also assessed in the context of the latest market developments.
E.1 What Has Changed Since Last Year?
E.1.1 Touch is the All-Important Opportunity: Windows 8 versus In-Cell and On-Cell
E.2 What the OLED Explosion Means for Transparent Conductor Makers
E.3 Flexible Panels: Waiting for Godot?
E.4 Will the LCD Industry Ever Open Up to Alternative Transparent Conductors?
E.5 Better Times Ahead for Selling Transparent Conductors into the PV Space?
E.6 Transparent Conductors: Materials and Companies to Watch
E.6.1 Metal Meshes: The Old Made New
E.6.2 Silver Nanowire Coatings: Becoming a Standard for an ITO Alternative
E.6.3 Still Hope for Carbon Nanotubes?
E.6.4 The Future of TCs: New Materials and Printing Perhaps
E.7 Summary of Eight-Year Market Forecasts For Transparent Conductor Markets
Chapter One: Introduction
1.1 Background to this Report
1.1.1 Touch Everywhere: Good News for Non-ITO Transparent Conductors
1.1.2 But the Latest Tech Trends from the Display Industry Should Worry the Transparent Conductor Sector
1.1.3 Non-ITO TCs are at a Tipping Point
1.1.4 Same Old, Same Old
1.2 Objectives and Scope of this Report
1.2.1 Materials Covered in this Report
1.2.2 Sectors Covered in this Report
1.3 Methodology of this Report
1.3.1 Forecasting Methodology
1.3.2 Assumptions About Materials Utilization, Wastage and Yields
1.3.3 Cost Assumptions
1.3.4 General Economic Assumptions
1.3.5 Sources of Data
1.4 Plan of this Report
Chapter Two: Recent Technology and Market Trends for ITO
2.1 Developments in the ITO Sector
2.2 ITO and Flexibility Redux
2.3 Evolution of the ITO Marketplace in the 2012-2013 Period
2.4 Resistivity Issues and the Market
2.5 A Thought Experiment on Why ITO Price Rises Matter
2.6 Supply Chain Developments: ITO Glass
2.7 Prospects for ITO Film Markets
2.8 ITO Sputtering Target Markets
2.9 Alternatives to Sputtering: Can ITO Inks Ever Make it To Market?
2.9.1 ITO Inks
2.10 Eight-Year Forecast of ITO Markets
2.10.1 Forecast of ITO Inks
2.10.2 Summary of ITO Forecasts by Type of ITO Product: Targets, Film and Coated Glass
2.11 Key Points Made in this Chapter
Chapter Three: Other Transparent Conducting Oxides: New R&D, New Uses
3.1 The Arguments for Non-ITO TCOs
3.1.1 Tin Oxide and its Variants
3.1.2 Zinc Oxide and its Variants
3.2 More TCOs for the Future?
3.2.1 Other Possibilities
3.3 Are Other TCOs Really a Drop-In Replacement?
3.4 Why Would PV Ever Leave TCOs?
3.5 Eight-Year Forecast of Non-ITO Markets
3.6 Key Points from this Chapter
Chapter Four: Markets for Metal-Based Materials as Transparent Conductors
4.1 Evolution of Transparent Conductors Using Metals
4.1.1 Metallic Films: A Possibility
4.2 Metal Meshes
4.2.1 Advantages and Potential Applications of Metal Meshes
4.2.2 Disadvantages of Metal Meshes as Transparent Conductors
4.2.3 Metal Meshes in PV
4.3 Nanowire Solutions: Cambrios and the Others
4.3.1 Advantages and Applications for Silver Nanowires
4.3.2 Silver Nanowires: The One to Watch?
4.4 Are there Opportunities for Copper in the Transparent Conductor Market?
4.5 Eight-Year Forecast of Metal Transparent Conductor Markets
4.5.1 Metal Meshes
4.5.2 Silver Nanowires
4.6 Key Points from this Chapter
Chapter Five: Markets for Other Transparent Conducting Materials
5.1 Other Materials
5.2 Conductive Polymers as Transparent Conductors: Recent Successes
5.2.2 Conductive Polymers in OLEDs
5.2.3 Other Applications
5.2.4 Eight-Year Forecast of Transparent Conductive Polymer Markets
5.2.5 Cost Trends for PEDOT
5.2.6 PEDOT Suppliers for Transparent Conductor Applications
5.2.7 Possible Technology Developments in Conductive Polymers
5.3 Carbon Nanotubes as Transparent Conductors: Loser?
5.3.1 The Advantages and Disadvantages of Carbon Nanotubes for Transparent Conductors
5.3.2 Limiting the Carbon Nanotube: Making Them "Just Conductors"
5.3.3 Derivatization of Carbon Nanotubes
5.3.4 Eight-Year Forecast of Carbon Nanotube Transparent Conductor Markets
5.3.5 Changes in the Supply Structure for Carbon Nanotube Transparent Conductors
5.3.6 Coda on the Future of Carbon Nanotube-Based Transparent Conductors
5.4 Graphene: Does it Stand a Chance in the Transparent Conductor Market?
5.5 Other Developments: "Fourth-Generation" Transparent Conductors
5.6 Eight-Year Forecast of Other Transparent Conductor Materials Markets
5.7 Key Points Made in this Chapter
Chapter Six: Emerging Markets for Transparent Conductors
6.1 Touch Screen Sensors: Everyone's Favorite Opportunity
6.1.1 The Shift to New Touch Module Architectures May Hurt the Prospects for Transparent Conductor Makers
6.1.2 Projected-Capacitive Touch Sensors as a Market for Transparent Conductors
6.1.3 The Analog-Resistive Touch Sensors as a Market for Transparent Conductors
6.1.4 Eight-Year Forecasts of Transparent Conductors in the Touch-Screen Sensor Industry
6.2 Transparent Conductors and the OLED Industry's Great Leaps Forward
6.2.1 OLED Market Explodes
6.2.2 How OLEDs Potentially Shrink the TC Market
6.2.3 The Quest to Get Rid of ITO in OLEDs
6.2.4 Eight-Year Forecasts of Transparent Conductors in the OLED Display and Lighting Market
6.3 Transparent Conductors for E-paper
6.3.1 Varieties of E-Paper Displays and their TC Requirements
6.3.2 Shifts from ITO in the E-Paper Space
6.3.3 Eight-Year Forecasts of Transparent Conductors in the E-Paper Display and Lighting Market
6.4 Conventional Flat-Panel Displays: Stuck On ITO Forever?
6.4.1 Strategies for non-ITO Transparent Conductor Firms in the LCD Market
6.4.2 Eight-Year Forecasts of Transparent Conductors in the Flat-Panel Display Industry
6.4.3 Notes on Transparent Conductors in Plasma Displays
6.4.4 A Note on the Impact of Transparent Displays on the Transparent Conductor Market
6.4.5 Flexible Electronics Mythologies and Realities: Their Impact on the Transparent Conductor Market
6.5 Transparent Conductors and the Future of Solar Panels
6.5.1 Transparent Conductor Usage for the Thin-Film Silicon PV Sector
6.5.2 Transparent Conductor Usage for CdTe PV
6.5.3 Transparent Conductors in CIGS PV Market
6.5.4 Eight-Year Forecasts of Transparent Conductors in the Thin-Film PV Market
6.5.5 Organic PV and Dye Sensitized Cells: A Worthwhile Market for Transparent Conductor Suppliers
6.5.6 Eight-Year Forecasts of Transparent Conductors in the OPV/DSC Market
6.6 IR and UV Protection Opportunities for Transparent Conductors
6.7 Antistatic Applications for Transparent Conductors
6.7.1 Antistatic Markets in the Building Products Industry
6.7.2 ESD Applications for the Electronics Market
6.7.3 Tin Oxide as an Antistatic Coating
6.7.4 Zinc Oxide as an Antistatic Coating
6.7.5 Eight-Year Forecast of Transparent Conductors for Antistatic Coatings
6.8 Transparent Conductors in EMI/RFI Shielding
6.8.1 Eight-Year Forecast of Transparent Conductors for EMI Shielding
6.9 Smart Windows Applications for Transparent Conductors
6.9.1 Low-E Windows
6.9.2 Solar Control Films
6.9.3 Electrochromic (EC) and Suspended Particle Device (SPD) Technologies
6.9.4 PDLC Active On-Demand Smart Windows
6.9.5 Thermochromic Smart Glass
6.9.6 Self-Cleaning Windows
6.10 Yet Other Markets for Transparent Conductors
6.11 Key Points Made in this Chapter
List of Exhibits
Exhibit E-1: Addressable Markets for non-ITO Transparent Conductors
Exhibit E-2: NanoMarkets' Perspective and Expectations of Penetration of Selected Transparent Conductor Materials
Exhibit E-3: Summary of Eight-Year Forecasts of Transparent Conductive Materials
by Material Type ($ Millions)
Exhibit E-4: Summary of Eight-Year Forecasts of Transparent Conductive Materials
by Application ($ Millions)
Exhibit 2-1: ITO in the Display BOM: A Thought Experiment ($, except final line)
Exhibit 2-2: ITO Products in Current Use
Exhibit 2-3: Summary of Forecast of ITO by Application ($ Millions, except for final line)
Exhibit 2-4: Summary of Forecast of ITO and TCO Inks by Application ($ Millions, except for final line)
Exhibit 2-5: ITO Market by End-User Product Process (1) ($ Millions)
Exhibit 3-1: Summary of Forecast of non-ITO TCOs by Application ($ Millions, except for final line)
Exhibit 4-1: Summary of Forecast of Metal Meshes by Application ($ Millions, except for final line)
Exhibit 4-2: Summary of Forecast of Silver Nanowires by Application ($ Millions, except for final line)
Exhibit 5-1: Summary of Forecast of Transparent Conductive Polymers by Application ($ Millions, except for final line)
Exhibit 5-2: PEDOS Properties
Exhibit 5-3: Summary of Forecast of Carbon Nanotube Films by Application ($ Millions, except for final line)
Exhibit 5-4: Summary of Forecast of Other Transparent Conductive Materials by Application ($ Millions, except for final line)
Exhibit 6-1: Why the Touch Sensor Business is Attractive for Transparent Conductor Makers
Exhibit 6-2: Important Parameters for Transparent Conductors Used for Touch-Screen Sensors
Exhibit 6-3: Forecast of Transparent Conductive Materials Demand in Touch-Screen Display Sensors
Exhibit 6-4: Forecast of Transparent Conductive Materials by Type in Touch-Screen Display Sensors
Exhibit 6-5: Long-Term Issues that ITO Faces in the OLED Market
Exhibit 6-6: Important Parameters for Transparent Conductors Used for OLED Display Electrodes
Exhibit 6-7: Forecast of Transparent Conductive Materials Demand in OLED Displays (Excludes OLED Lighting)
Exhibit 6-8: Forecast of Transparent Conductive Materials Demand by Type in OLED Displays (Excludes OLED Lighting)
Exhibit 6-9: Forecast of Transparent Conductive Materials Demand in OLED Lighting
Exhibit 6- 10: Forecast of Transparent Conductive Materials by Type in OLED Lighting
Exhibit 6-11: Important R for Transparent Conductors Used for EPDs
Exhibit 6-12: Forecast of Transparent Conductive Materials Demand in E-Paper Displays
Exhibit 6-13: Forecast of Transparent Conductive Materials by Type in E-Paper Displays
Exhibit 6-14: Important Requirements for Transparent Conductors Used for LCD Displays
Exhibit 6-15: Forecast of Transparent Conductive Materials Demand in Flat-Panel Displays (LCD and PDP)
Exhibit 6-16: Forecast of Transparent Conductive Materials by Type in LCDs and PDPs
Exhibit 6-17: Important Parameters for Transparent Conductors Used for Plasma Displays
Exhibit 6-18: Flexibility of Transparent Conductive Material Types
Exhibit 6-19: Selected Flexible Display Frontplane Technologies
Exhibit 6-20: Potential Opportunities for non-ITO Transparent Conductors in the Flexible Display Market
Exhibit 6-21: Important Parameters for Transparent Conductors Used for PV Electrodes
Exhibit 6-22: Forecast of Transparent Conductive Materials Demand in Thin-Film Photovoltaics
Exhibit 6-23: Forecast of Transparent Conductive Materials by Type in Thin-Film Photovoltaics
Exhibit 6-24: Forecast of Transparent Conductive Materials Demand in OPV/DSC
Exhibit 6-25: Forecast of Transparent Conductive Materials by Type in OPV/DSC
Exhibit 6-26: Forecast of Transparent Conductive Materials by Type in Antistatic Coatings
Exhibit 6-27: Forecast of Transparent Conductive Materials by Type in Electromagnetic Shielding
Read the full report:
Transparent Conductor Markets 2013
In his session at DevOps Summit, Bryan Cantrill, CTO at Joyent, will demonstrate a third path: containers on multi-tenant bare metal that maximizes performance, security, and networking connectivity.
Oct. 9, 2015 01:00 AM EDT Reads: 125
JFrog has announced a powerful technology for managing software packages from development into production. JFrog Artifactory 4 represents disruptive innovation in its groundbreaking ability to help development and DevOps teams deliver increasingly complex solutions on ever-shorter deadlines across multiple platforms JFrog Artifactory 4 establishes a new category – the Universal Artifact Repository – that reflects JFrog's unique commitment to enable faster software releases through the first pla...
Oct. 9, 2015 12:30 AM EDT Reads: 628
There are many considerations when moving applications from on-premise to cloud. It is critical to understand the benefits and also challenges of this migration. A successful migration will result in lower Total Cost of Ownership, yet offer the same or higher level of robustness. Migration to cloud shifts computing resources from your data center, which can yield significant advantages provided that the cloud vendor an offer enterprise-grade quality for your application.
Oct. 9, 2015 12:30 AM EDT Reads: 242
IT data is typically silo'd by the various tools in place. Unifying all the log, metric and event data in one analytics platform stops finger pointing and provides the end-to-end correlation. Logs, metrics and custom event data can be joined to tell the holistic story of your software and operations. For example, users can correlate code deploys to system performance to application error codes.
Oct. 9, 2015 12:00 AM EDT Reads: 212
Through WebRTC, audio and video communications are being embedded more easily than ever into applications, helping carriers, enterprises and independent software vendors deliver greater functionality to their end users. With today’s business world increasingly focused on outcomes, users’ growing calls for ease of use, and businesses craving smarter, tighter integration, what’s the next step in delivering a richer, more immersive experience? That richer, more fully integrated experience comes ab...
Oct. 9, 2015 12:00 AM EDT Reads: 1,122
Overgrown applications have given way to modular applications, driven by the need to break larger problems into smaller problems. Similarly large monolithic development processes have been forced to be broken into smaller agile development cycles. Looking at trends in software development, microservices architectures meet the same demands. Additional benefits of microservices architectures are compartmentalization and a limited impact of service failure versus a complete software malfunction....
Oct. 9, 2015 12:00 AM EDT Reads: 188
The Internet of Things (IoT) is growing rapidly by extending current technologies, products and networks. By 2020, Cisco estimates there will be 50 billion connected devices. Gartner has forecast revenues of over $300 billion, just to IoT suppliers. Now is the time to figure out how you’ll make money – not just create innovative products. With hundreds of new products and companies jumping into the IoT fray every month, there’s no shortage of innovation. Despite this, McKinsey/VisionMobile data...
Oct. 8, 2015 11:30 PM EDT Reads: 198
The buzz continues for cloud, data analytics and the Internet of Things (IoT) and their collective impact across all industries. But a new conversation is emerging - how do companies use industry disruption and technology enablers to lead in markets undergoing change, uncertainty and ambiguity? Organizations of all sizes need to evolve and transform, often under massive pressure, as industry lines blur and merge and traditional business models are assaulted and turned upside down. In this new da...
Oct. 8, 2015 11:30 PM EDT Reads: 276
As-a-service models offer huge opportunities, but also complicate security. It may seem that the easiest way to migrate to a new architectural model is to let others, experts in their field, do the work. This has given rise to many as-a-service models throughout the industry and across the entire technology stack, from software to infrastructure. While this has unlocked huge opportunities to accelerate the deployment of new capabilities or increase economic efficiencies within an organization, i...
Oct. 8, 2015 11:00 PM EDT Reads: 261
The web app is agile. The REST API is agile. The testing and planning are agile. But alas, data infrastructures certainly are not. Once an application matures, changing the shape or indexing scheme of data often forces at best a top down planning exercise and at worst includes schema changes that force downtime. The time has come for a new approach that fundamentally advances the agility of distributed data infrastructures. Come learn about a new solution to the problems faced by software organ...
Oct. 8, 2015 11:00 PM EDT Reads: 862
Between the compelling mockups and specs produced by analysts, and resulting applications built by developers, there exists a gulf where projects fail, costs spiral, and applications disappoint. Methodologies like Agile attempt to address this with intensified communication, with partial success but many limitations. In his session at DevOps Summit, Charles Kendrick, CTO and Chief Architect at Isomorphic Software, will present a revolutionary model enabled by new technologies. Learn how busine...
Oct. 8, 2015 10:45 PM EDT Reads: 276
Chris Van Tuin, Chief Technologist for the Western US at Red Hat, has over 20 years of experience in IT and Software. Since joining Red Hat in 2005, he has been architecting solutions for strategic customers and partners with a focus on emerging technologies including IaaS, PaaS, and DevOps. He started his career at Intel in IT and Managed Hosting followed by leadership roles in services and sales engineering at Loudcloud and Linux startups.
Oct. 8, 2015 10:30 PM EDT Reads: 188
SYS-CON Events announced today that Dyn, the worldwide leader in Internet Performance, will exhibit at SYS-CON's 17th International Cloud Expo®, which will take place on November 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. Dyn is a cloud-based Internet Performance company. Dyn helps companies monitor, control, and optimize online infrastructure for an exceptional end-user experience. Through a world-class network and unrivaled, objective intelligence into Internet condit...
Oct. 8, 2015 10:00 PM EDT Reads: 588
The last decade was about virtual machines, but the next one is about containers. Containers enable a service to run on any host at any time. Traditional tools are starting to show cracks because they were not designed for this level of application portability. Now is the time to look at new ways to deploy and manage applications at scale. In his session at @DevOpsSummit, Brian “Redbeard” Harrington, a principal architect at CoreOS, will examine how CoreOS helps teams run in production. Attende...
Oct. 8, 2015 09:45 PM EDT Reads: 1,249
Containers are revolutionizing the way we deploy and maintain our infrastructures, but monitoring and troubleshooting in a containerized environment can still be painful and impractical. Understanding even basic resource usage is difficult - let alone tracking network connections or malicious activity. In his session at DevOps Summit, Gianluca Borello, Sr. Software Engineer at Sysdig, will cover the current state of the art for container monitoring and visibility, including pros / cons and li...
Oct. 8, 2015 09:30 PM EDT Reads: 207