Table of Contents
Executive Summary
E.1 What Has Changed in the E-Paper Business in the Past Year?
E.2 What Does the E-Paper Boom Mean?
E.2.1 The Future of Book Readers
E.2.2 E-Paper Momentum in Smartcards, Shelf Labels and Signage Markets
E.2.3 Does the Portable Communications Market Hold Opportunities for E-Paper?
E.3 Firms and Technologies to Watch
E.3.1 Color is Here Now, But is it Good Enough?
E.3.2 Does Flexibility Really Matter?
E.3 Summary of Eight-year Market Forecasts for E-Paper Displays
Chapter One: Introduction to E-Paper
1.1 Background to this Report
1.2 The Past Year: Positive Trends and Innovations
1.3 Key Applications Trends for E-Paper
1.3.1 E-Paper in Signage
1.3.2 E-Paper in Consumer Devices
1.4 Technology Directions for E-Paper
1.4.1 The State of the Art in Flexible Displays
1.5 Objectives and Scope of this Report
1.6 Methodology of this Report
1.7 Plan of this Report
Chapter Two: Players in the E-Paper Business
2.1 Company Trends
2.1.1 Large-Company Entry
2.1.2 Growing Supply
2.1.3 Market Pull
2.1.4 Market Fragmentation
2.1.5 Modifying Focus
2.2 Acreo/PaperDisplay (Kista, SWEDEN) ECDs
2.3 Advanced Display Technology (Bad Soden, GERMANY) EWDs
2.4 AU Optronics (Hsinchu, TAIWAN) EPDs
2.5 Aveso Inc. (Fridley, Minnesota) ECDs
2.6 Bridgestone Corp. (Tokyo, JAPAN) EPDs
2.7 Citala Ltd. (Tel Aviv, ISRAEL) "APD" E-Paper
2.8 Delta Electronics Inc. (Taoyuan, TAIWAN) EPDs
2.9 E Ink Corporation (Cambridge, Massachusetts) EPDs
2.10 Fujitsu Frontech (Tokyo, JAPAN) ChLCDs
2.11 Kent Displays Inc. (Kent, Ohio) ChLCDs
2.12 Gamma Dynamics (Cincinnati, OH) EWDs
2.13 LG Display (Seoul, SOUTH KOREA) EPDs
2.14 Liquavista (Eindhoven, NETHERLANDS) EWDs
2.15 NEC LCD Technologies (Tokyo, JAPAN) EPDs
2.16 Nemoptic (Magny Les Hameaux, FRANCE) Bistable TN LCDs
2.17 Ntera (Radnor, Pennsylvania) ECDs
2.18 Opalux (Ontario, CANADA) "Photonic Ink"
2.19 Prime View International (Hsinchu, TAIWAN) EPDs
2.20 Qualcomm MEMS Technologies, Inc. (San Jose, Calif.) MEMS
2.21 SiPix Imaging Inc. (Fremont, Calif.) EPDs
2.22 Tred Displays (Albuquerque, New Mexico) EMDs
2.23 Varitronix International Ltd. (Hong Kong, CHINA) ChLCDs
2.24 ZBD Solutions (Windsor, U.K.) Bistable TN LCDs
Chapter Three: E-Paper Technology Trends
3.1 A Class Called E-Paper
3.1.1 Bistable TN LCDs
3.1.2 ChLCDs (Cholesteric Liquid-Crystal Displays)
3.1.3 Flexible ChLCDs
3.1.4 ECDs (Electrochromic/Electrochemical Displays)
3.1.5 EMDs (Electromagnetic Displays)
3.1.6 EPDs(Electrophoretic Displays)
3.1.7 EWDs (Electrowetting Displays)
3.1.8 MEMS (Micro-Electro-Mechanical System) Displays
3.1.9 Photonic Crystals
3.1.10 Microencapsulated Optical Film
3.2 Performance Metrics for E-Paper Compared
3.2.1 Reflectivity
3.2.2 Resolution, Contrast and Viewing Angle
3.2.3 Power Issues
3.2.4 Color and Multicolor
3.2.5 The Speed Story
3.2.6 Current Realities of Flexibility
3.3 E-Paper Production Capacity on the Rise
3.4 The Rise of E-Paper Silicon
3.5 Key Points in this Chapter
Chapter Four: E-Paper Markets and Applications
4.1 Introduction: What has Changed in One Year?
4.2 E-Paper and the Recession
4.3 The E-Reader Phenomenon and Beyond
4.4 The Impact of Color and Speed
4.5 E-Paper and Energy Efficiency
4.6 Battle of the Platforms: Size Matters
4.7 E-Paper in Smartcards
4.7.1 Driven by Security
4.7.2 E-Paper Display Card Players
4.7.3 Other Card Applications
4.8 Smart Tags and Labels
4.8.1 E-Paper and ESLs
4.8.2 E-Paper and Other Kinds of Labels: Opalux
4.9 Advertising and Promotional Signs
4.9.1 The Role of E-Paper
4.10 Information Signs
4.11 Mobile Phones: Main Displays, Subdisplays and Shells
4.11.1 Examples of E-Paper in Cell Phones
4.12 Portable Peripherals
4.13 E-Paper Watches
4.14 Applications for E-Paper Where Displays Have Never Been Before
4.15 Low-End and Disposable Applications
4.15.1 E-Paper and Smart Packaging
4.15.2 E-Paper, Novelties and Textiles
4.16 Summary of Key Points in This Chapter
Chapter Five: Eight-Year Forecasts of E-Paper Market
5.1 Forecasting Methodology
5.1.1 How Much Confidence Should You Have in These Forecasts?
5.2 Signage
5.2.1 Outdoor Displays
5.2.2 Indoor Information and Advertising Displays
5.2.3 Smart Shelves/Electronic Shelf Labels
5.3 Computing and Communications
5.3.1 E-Book Readers
5.3.2 Cell Phone Main and Subdisplays
5.3.3 Other Handheld Devices
5.3.4 Laptop and Desktop Computers
5.4 Disposable Electronics
5.4.1 Smartcards
5.4.2 Smart Packaging
5.5 Other Applications
5.6 Summary of Projections
5.7 Forecast of E-Paper Markets by Technology
5.8 Forecast of Intrinsically Flexible E-Paper Markets
Acronyms and Abbreviations Used In this Report
Appendix I: A Sampling of ISO Standard Paper Formats
About the Author
Table of Figures:
Exhibit E-1: Summary of E-Paper Revenues ($ Millions)
Exhibit 2-1: Opalux Materials Incarnations
Exhibit 3-1: Main E-Paper Technologies
Exhibit 3-2: Targeted E-Reader Specifications for EFDs
Exhibit 3-3: E-Paper Technologies Compared—Part I
Exhibit 3-4: E-Paper Technologies Compared –Part II
Exhibit 4-1: E-Paper Applications
Exhibit 4-2: Mirasol Product Status
Exhibit 4-3: Energy Analysis of E-Paper (mirasol) vs. AM LCDs in Cell Phones
Exhibit 4-4: Benefits of One-Time Password Cards
Exhibit 5-1: Addressable Market for E-Paper in Signage Applications (Millions of Units)
Exhibit 5-2: Eight-Year Forecasts of E-Paper in Outdoor Billboards and Advertising
Exhibit 5-3: Eight-Year Forecasts of E-Paper in Indoor Advertising
Exhibit 5-4: Eight-Year Forecasts of E-Paper in Indoor Information Displays
Exhibit 5-5: Eight-Year Forecasts of E-Paper in ESLs and POP Displays
Exhibit 5-6: Eight-Year Forecasts of Market for E-Paper E-Book Readers
Exhibit 5-7: Eight-Year Forecasts of E-Paper in Cell Phones
Exhibit 5-8: Eight-Year Forecasts of E-Paper in Other Handhelds
Exhibit 5-9: Eight-Year Forecasts of E-Paper in Computers and Peripherals
Exhibit 5-10: Eight-Year Forecasts of E-Paper in Smartcards
Exhibit 5-11: Eight-Year Forecasts of E-Paper in Smart Packaging
Exhibit 5-12: Summary of E-Paper Revenues ($ Million)
Exhibit 5-13: Forecast of E-Paper Applications by Technology ($ Millions)
Exhibit 5-14: Forecast of Intrinsically Flexible Displays