Executive Summary 
E.1 Evolution of Flexibility in the Electronics and Solar Industries 
E.1.1 Opportunity: Smart Packaging and RFIDs 
E.1.2 Opportunity: Flexible Displays 
E.1.3 Opportunity:  Solar Applications 
E.1.4 Opportunity:  Textile Applications 
E.2 Opportunities for Materials Firms 
E.3 Implications of the Flexible Substrate Market Analysis for Electronics and Solar Panel Firms 
E.4 Firms to Watch 
E.4.1 Corning 
E.4.2 Dow Chemical 
E.4.3 DuPont Teijin Films 
E.4.4 Dyesol and Tata/Corus 
E.4.5 Samsung 
E.5 Summary of Eight-Year Forecasts 

 

Chapter One: Introduction 
1.1 Background to this Report 
1.1.1 The Big Problem With Selling Substrates into the Flexible Display Market:  Flexible Displays Don't Exist! 
1.1.2 BIPV:  The Future of Solar and Flexible Substrates? 
1.1.3 R2R:  First for Flexible 
1.1.4 Materials for Flexible Substrates:  Plastics, Metals and Beyond 
1.2 Objectives and Scope of this Report 
1.3 Methodology of this Report 
1.4 Plan of this Report 

 

Chapter Two: Flexible Substrate Materials and Technologies 
2.1 Flexible Substrate Requirements 
2.1.1 Thermal Degradation, Thermal Expansion Mismatch, and What they Mean for Market Opportunities 
2.1.2 Matching the Substrate to the Process and Operating Environment 
2.1.3 Substrate Quality, Cost, and Application-Specific Requirements 
2.2 Flexibility in Manufacturing; Flexibility in Use 
2.3 Flexible Substrate Materials 
2.3.1 The Joy and Frustration of Polymer Substrates 
2.3.2 Metal Foils: the Flexible Substrates of the Present 
2.3.3 The Future: Flexible Glass, Paper, and Textiles 
2.4 Key Points from This Chapter 

 

Chapter Three: Markets for Flexible Substrates 
3.1 Flexible Substrates and Roll-To-Roll Devices 
3.1.1 Smartcards 
3.1.2 RFID Tags 
3.1.3 Disposable Electronics 
3.2 Flexible Displays and Lighting 
3.2.1 Liquid Crystal Displays 
3.2.2 OLED Displays and Lighting 
3.2.3 Electrophoretic Displays 
3.3 Solar Panels 
3.3.1 Flexible BIPV 
3.2.2 Flexible PV for Mobile Chargers 
3.2.3 Substrate Markets for PV 
3.4 Smart Textiles 
3.5 Sensors 
3.5.1 Flexible Substrates for Large-Area Sensors 
3.6 Key Points From this Chapter 

 

Chapter Four: Markets for Flexible Substrates 
4.1 Forecasting and Research Methodology 
4.1.1 Scope of Forecast 
4.1.2 Data Sources for the Forecast and for the Report 
4.1.3 Demand, Economic and Policy Issues 
4.1.4 A Note about Data Precision 
4.2 R2R Electronics 
4.2.1 Smartcards 
4.2.2 RFID Tags 
4.2.3 Disposable Electronics 
4.3 Displays and Lighting 
4.3.1 Liquid Crystal Displays 
4.3.2 OLED Displays 
4.3.3 E-Paper Displays 
4.3.4 Touch-Screen Sensors 
4.3.5 OLED Lighting
4.3.6 Summary of Display and Lighting Markets (LDG:  Wasn't sure why you highlighted "Lighting") 
4.4 Solar Cells 
4.5 Sensors and Medical Applications 
4.6 Eight-year Forecasts for the Flexible Substrate Market by Type of Material 
4.7 Alternative Scenarios for Flexible Substrate Markets 
 

Acronyms and Abbreviations Used In this Report 
About the Author 

List of Exhibits
Exhibit E-1: Summary of Flexible Substrate Market 

Exhibit 2-1: Properties of Flexible Substrates and Some Thin-Film Transistor Materials 
Exhibit 3-1: Display Types and Flexible Substrate Potential 
Exhibit 4-1: Prices of Flexible Substrate Materials 
Exhibit 4-2: Flexible Substrates in R2R Electronics Markets 
Exhibit 4-3: Flexible Substrates for OLED Displays – Flexible Products 
Exhibit 4-4: Flexible Substrates for OLED Displays – Rigid R2R Products 
Exhibit 4-5: Flexible Substrates for E-Paper Displays – Flexible Products 
Exhibit 4-6: Flexible Substrates for E-Paper Displays – Rigid Products 
Exhibit 4-7: Flexible Substrates in the Display Touch Sensor Industry 
Exhibit 4-8: Flexible Substrates for OLED Lighting – Flexible Products 
Exhibit 4-9: Flexible Substrates for OLED Lighting – Rigid Products 
Exhibit 4-10: Summary of Substrates for Flexible Display and Lighting Products 
Exhibit 4-11: Flexible Substrates in the OLED Display Industry: Rigid R2R Products 
Exhibit 4-12: Flexible TFPV Substrates – Flexible Products 
Exhibit 4-13: Flexible OPV/DSC Substrates – Flexible Products 
Exhibit 4-14: Flexible Substrates in the Solar Industry – Flexible Products 
Exhibit 4-15: Flexible Substrates for Rigid R2R TFPV Products 
Exhibit 4-16: Flexible Substrates for Large Area Sensor Applications – Flexible R2R Products 
Exhibit 4-17: Flexible Substrates for Large Area Sensor Applications – Rigid R2R Products 
Exhibit 4-18: Total Flexible Substrates for Sensor Applications 
Exhibit 4-19: Summary of Flexible Glass Markets 
Exhibit 4-20: Summary of Metal Substrate Markets 
Exhibit 4-21: Summary of Plastic Substrate Markets 
Exhibit 4-22: Summary of Flexible Substrate Market