Summary
This report examines the market potential for transparent conductive oxides (TCOs) other than ITO. Despite the newer advanced materials that are being proposed as substitutes for ITO, to date it is only TCOs that have successfully chased ITO out of a major end user market; thin-film PV, where fluorine-doped tin oxide (FTO) and aluminum zinc oxide (AZO) are already widely used. At the same time newer TCOs are beginning to appear that have the potential to create new kinds of thin-film transistors (TFTs) for display backplanes for the newer types of displays such as those using OLEDs or even quantum dots.
In the rush to cover the newer transparent conductive nanomaterials, NanoMarkets believes analyst firms have neglected the opportunities that are emerging from the TCO sector and this report is designed to fill that gap. In the report we examine the newer TCOs and where they fit into the applications space. But we also analyze the market strategies available in the TCO sector and the opportunities for market leadership; something that has been absent in the more traditional and commodity like parts of the TCO business.
This report provides the eight-year forecasts by application and material type and also examines which firms will benefit from the development of an alternative TCOs.
Table of Contents
Executive Summary
E.1 Opportunities in the Non‐ITO Supply Chain
E.1.1 The Value Propositions for Key alt-TCO Opportunities
E.1.2 What About Flexibility?
E.1.3 Materials Winners?
E.1.4 Nano or Not?
E.2 Opportunities for Participants in the alt-TCO space
E.2.1 Transparent Anode End User Opportunities
E.2.2 TFPV and the New Entrenched Materials
E.2.3 Opportunities for Material Suppliers
E.3 Emerging Opportunities Enabled by Novel TCOs
E.4 Companies to Watch
E.5 Summary of Eight‐Year Forecasts of TCOs
Chapter One: Introduction
1.1 Background to this Report
1.1.1 Uses of alt-TCOs as Transparent Conductors
1.1.2 The Joys and Otherwise of Sputtering
1.1.3 The New TCO Palette
1.2 Objectives and Scope of This Report
1.3 Methodology of This Report
1.4 Plan of This Report
Chapter Two: alt-TCO Materials
2.1 Tin Oxide-Based TCOs
2.1.1 Fluorine Doped Tin Oxide (FTO)
2.1.2 Antimony (ATO) and Cadmium (CTO) Tin Oxide
2.1.3 Final Thoughts and Summary of Tin TCOs
2.2 Zinc Oxide Based TCOs
2.2.1 Intrinsic ZnO (i-ZnO)
2.2.2 Aluminum Doped Zinc Oxide (AZO)
2.2.3 Gallium-Doped Zinc Oxide (GZO)
2.2.4 Other Doped Zinc Oxides
2.2.5 Final Thoughts and Summary of Zinc TCOs
2.3 Emerging alt-TCOs
2.3.1 Indium Zinc Oxide (IZO): What Happened?
2.3.2 Multi-component Amorphous TCOs (MATCOs)
2.3.3 TCOs with p-Type Conductive Properties
2.3.4 Other Frequently Cited Materials
2.3.5 Key Points Made in this Chapter
Chapter Three: Applications and Markets for Alternative Transparent Conducting Oxides
3.1 High-Performance Transparent Conductors
3.1.1 LCD Displays
3.1.2 OLED Displays and Lighting
3.1.3 Touch-Screen Panels
3.1.4 Thin-Film PV
3.1.5 OPV and DSC
3.1.6 Final Comments on High-Performance Applications
3.2 Low-Performance Transparent Conductors
3.2.1 Energy Efficient Windows
3.2.2 Solar Control Films
3.2.3 EMI/RFI Shielding
3.2.4 Antistatic Applications
3.3 Emerging alt-TCO Applications
3.3.1 Smart Windows
3.3.2 Thin-Film Transistors: Flexible and Transparent
3.4 Key Points Made in this Chapter
Chapter Four: Eight Year Forecasts for alt-TCO Materials and Markets
4.1 Forecasting Methodology
4.1.1 Materials Covered in the Forecast
4.1.2 Key Assumptions
4.1.3 Sources of Data
4.1.4 Market Segments Covered
4.2 Differences from Previous NanoMarkets Reports
4.3 Eight Year Material Forecasts for alt-TCOs in High Performance Transparent Anode Applications
4.3.1 LCD-FPD
4.3.2 OLED Anodes (Display and Lighting)
4.3.3 Touch-Screen Sensors
4.3.4 Thin-Film PV Anodes (Inorganic and Organic PV)
4.4 Eight-Year Material Forecasts for Low-Performance alt-TCO Applications
4.5 Eight-Year Material Forecasts for alt-TCOs in Emerging Applications
4.5.1 Smart Window Anodes
4.5.2 TFT Channel Materials
4.5.3 p-Type Materials Markets
4.6 Alternative Scenarios and Wrap Up
About the Author
Acronyms and Abbreviations Used In This Report
List of Exhibits
Exhibit E-1: Summary of Eight-Year Forecasts of alt-Transparent Conductive Materials
Exhibit 2-1: Markets for FTO Coated Functional Glass by Utilization
Exhibit 3-1: Sheet Resistance Considerations
Exhibit 3-2: Known TCOs In Commercial CIGS/CIS
Exhibit 4-1: summary of Eight-Year Forecasts of alt-Transparent Conductive Materials in All High Performance Anode Applications
Exhibit 4-2: Summary of Eight-Year Forecasts of alt-Transparent Conductive Materials for LCD, PDP and E-Paper Anodes
Exhibit 4-3: Summary of Eight-Year Forecasts of alt-Transparent Conductive Materials for OLED + OLED Lighting Anodes
Exhibit 4-4: Summary of Eight-Year Forecasts of alt-Transparent Conductive Materials for Touch Screen Sensors
Exhibit 4-5: Summary of Eight-Year Forecasts of alt-Transparent Conductive Materials for all TFPV Transparent Anode Applications
Exhibit 4-6: Summary of Eight-Year Forecasts of alt-Transparent Conductive Materials in All Low Performance Applications
Exhibit 4-7: Summary of Eight-Year Forecasts of alt-Transparent Conductive Materials in Emerging Applications
Exhibit 4-8: Summary of Eight-Year Forecasts of alt-Transparent Conductive Materials for Smart Window Applications
Exhibit 4-9: Summary of Eight-Year Forecasts of alt-Transparent Conductive Materials for AM-FPD-TFT Channels
Exhibit 4-10:Summary of Eight-Year Forecasts of p-type alt-Transparent Conductive Materials
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