Table of Contents

Executive Summary

E.1 Introduction
E.2 Outlook for Materials Suppliers
E.3 Strategies for OLED Device Manufacturers
E.4 Strategies for Equipment Makers
E.5 Movers and Shakers of the OLED Materials Market
E.6 Summary of Eight-Year Forecast of OLED Materials

Chapter One: Introduction

1.1 Background to This Report
1.1.1 Making Haste Slowly
1.1.2 Speed Bump: The Effects of the Global Recession
1.1.3 A Strong Foundation
1.2 Goal and Scope of This Report
1.3 Methodology and Information Sources for This Report
1.4 Plan of This Report

Chapter Two: Applications and Forecasts

2.1 Introduction
2.2 Forecasting Methodology
2.2.1 Forecasts-based on Material Content
2.3 Analysis of OLED Materials Requirements by Application
2.3.1 Low Information Density Displays
2.3.2 Small Format High Density Displays
2.3.3 OLED Lighting
2.3.4 Large Format High Information Density Displays
2.4 Eight-Year Forecast of OLED Display Materials Demand by Application
2.5 Eight-Year Forecast Of OLED Lighting Materials Demand By Application
2.6 Summary of Eight-Year Forecasts of OLED Materials Demand by Application
2.7 Eight-Year Forecast of OLED Materials: Small Molecule vs. Polymer
2.8 Eight-Year Forecast of OLED Materials: Small Molecule
2.9 Eight-Year Forecast of OLED Materials: Polymer
2.10 Summary of Eight-Year Forecasts of OLED Materials
2.11 Eight-Year Forecast of OLED Substrates
2.12 Key Points in This Chapter

Chapter Three: OLED Technology and Materials

3.1 Introduction
3.2 Polymer and Small-Molecule OLEDs
3.3 Options for OLED Stacks
3.3.1 Top Emitting Vs. Bottom Emitting Designs
3.3.2 Adding Additional Layers
3.3.3 Doping
3.3.4 Stacked Devices
3.3.5 Light Coupling Structures and Layers
3.4 OLED Materials
3.4.1 Emissive Layer (EML) Materials
3.4.2 Hole Injection Layer (HIL) Materials
3.4.3 Hole Transport Layer (HTL) Materials
3.4.4 Electron Blocking Layer (EBL) Materials
3.4.5 Hole Blocking Layer (HBL) Materials
3.4.6 Electron Transport Layer (ETL) Materials
3.4.7 Electron Injection Layer (EIL) Materials
3.4.8 Electrode Materials
3.4.9 Encapsulation and Barrier Coating Materials
3.5 OLED "Inks"
3.5.1 Polymer Inks
3.5.2 Small-Molecule Inks
3.6 Substrates for OLEDs
3.6.1 Glass
3.6.2 Plastic
3.6.3 Foil
3.7 Key Points in this Chapter

Chapter Four: Supplier Profiles

4.1 Introduction
4.2 3M
4.3 Add-Vision
4.4 Agfa
4.5 BASF
4.6 Cambridge Display Technology (CDT)
4.7 Ciba Specialty Chemicals
4.8 Corning
4.9 DuPont
4.9.1 DuPont Teijin Films
4.10 Eastman Kodak Company
4.11 GE Global Research
4.12 H.C. Starck Group
4.13 Hodogaya Chemical Company
4.14 Idemitsu Kosan
4.15 Konica Minolta
4.16 LG Chemical
4.17 Lumiotec
4.18 Merck/EMD
4.19 MODISTECH
4.20 Nippon Steel Chemical Co., Ltd.
4.21 Nissan Chemical Industries
4.22 Novaled
4.23 OSRAM Opto Semiconductors
4.24 Philips Lighting
4.25 Plextronics
4.26 Polar OLED
4.27 PPG Industries
4.28 Samsung Mobile Display (SMD)
4.29 Sumation
4.30 Universal Display Corporation (UDC)
4.31 Vitex Systems
Acronyms and Abbreviations Used in this Report
About the Author

List of Exhibits

Exhibit E-1: Summary of Eight-Year Forecasts of OLED Materials
Exhibit E-2: Summary of Eight-Year Forecasts of OLED Substrate Demand ($ Millions)
Exhibit 2-1: Eight-Year Forecasts of OLED Displays in Mobile Phones and PDAs
Exhibit 2-2: Eight-Year Forecasts of OLED Displays in Portable Media Players
Exhibit 2-3: Eight Year Forecasts of OLED Displays in Televisions
Exhibit 2-4: Eight-Year Forecasts of OLED Displays in Computers
Exhibit 2-5: Eight-Year Forecasts of OLED Displays in Portable DVD Players
Exhibit 2-6: Eight-Year Forecasts of OLED Displays in Digital Cameras
Exhibit 2-7: Eight-Year Forecasts of OLED Displays in Digital Picture Frames
Exhibit 2-8: Summary of Eight-Year Forecasts of OLED Displays (thousands sq m)
Exhibit 2-9: Eight-Year Forecasts of OLED Lighting
Exhibit 2-10: Summary of Eight-Year Forecasts of OLED Display Materials Demand
Exhibit 2-11: Summary of Eight Year Forecasts of OLED Lighting Materials Demand
Exhibit 2-12: Summary of Eight Year Forecasts of Total OLED Materials Demand
Exhibit 2-13: Summary of Eight-Year Forecasts of OLED Materials: Small Molecule Vs. Polymer
Exhibit 2-14: Eight-Year Forecasts of SM OLED Materials: Cathode
Exhibit 2-15: Eight-Year Forecasts of SM OLED Materials: EML
Exhibit 2-16: Eight-Year Forecasts of SM OLED Materials: ETL
Exhibit 2-17: Eight-Year Forecasts of SM OLED Materials: HTL/EBL
Exhibit 2-18: Eight-Year Forecasts of SM OLED Materials: HIL
Exhibit 2-19: Eight-Year Forecasts of SM OLED Materials: Anode
Exhibit 2-20: Eight-Year Forecasts of SM OLED Materials: Encapsulation
Exhibit 2-21: Summary of Eight-Year Forecasts of SM OLED Materials ($ Millions)
Exhibit 2-22: Eight-Year Forecasts of Polymer OLED Materials: Cathode
Exhibit 2-23: Eight-Year Forecasts of Polymer OLED Materials: EML
Exhibit 2-24: Eight-Year Forecasts of SM Polymer Materials: HTL/EBL
Exhibit 2-25: Eight-Year Forecasts of Polymer OLED Materials: HIL
Exhibit 2-26: Eight-Year Forecasts of Polymer OLED Materials: Anode
Exhibit 2-27: Eight-Year Forecasts of Polymer OLED Materials: Encapsulation
Exhibit 2-28: Summary of Eight-Year Forecasts of Polymer OLED Materials ($ Millions)
Exhibit 2-29: Summary of Eight-Year Forecasts of OLED Materials (SM and Polymer Combined)
Exhibit 2-30: Eight-Year Forecasts of OLED Substrate Demand: Glass
Exhibit 2-31: Eight-Year Forecasts of OLED Substrate Demand: Plastic
Exhibit 2-32: Eight-Year Forecasts of OLED Substrate Demand: Foil
Exhibit 2-33: Summary of Eight-Year Forecasts of OLED Substrate Demand ($ Millions)
Exhibit 4-1: 3M Barrier Film
Exhibit 4-2: Add-Vision Printed P-OLED
Exhibit 4-3: White OLED Tile with Orgacon PEDOT:PSS
Exhibit 4-4: Corning's Vita Encapsulation System
Exhibit 4-5: Properties of the Teonix Film
Exhibit 4-6: Clevios Formulations
Exhibit 4-7: Merck's OLED Materials
Exhibit 4-8: Novaled's PIN Technology
Exhibit 4-9: Performance of Sumation Polymer OLED Materials (SID 2008)
Exhibit 4-10: Polymer OLED Materials Available from Sumation
Exhibit 4-11: Cross Section of Barix