Table of Contents
Executive Summary
E.1 Introduction
E.2 Outlook and Strategies for Materials Suppliers
E.2.1 Cost and Efficiency: The Two Key Competitive Factors for OLED Lighting Materials
E.2.2 Luminance, Lifetimes, CRI and Materials
E.2.3 Materials for Flexible Lighting
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 OLED Lighting: Today's Market Realities
1.1.2 Materials Matter in OLED Lighting
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: OLED Lighting Materials Strategies
2.1 Polymer and Small-Molecule OLEDs
2.1.1 Printing and Polymers: Add-Vision
2.1.2 New Directions for Polymers in OLED Lighting
2.1.3 Small Molecules Both Vacuum Deposited and Printed
2.1.4 Coating is the New Printing
2.1.5 Limits of R2R Manufacturing
2.2 Options for OLED Stacks and Doping in the Lighting Market
2.2.1 Top-Emitting vs. Bottom-Emitting Designs and the Potential for Transparent Lighting
2.2.2 Stacked Devices in the Lighting Context
2.2.3 Light Coupling Structures and Layers
2.3 OLED Materials for Lighting
2.3.1 Material Purity as a Competitive Factor
2.3.2 Materials Supplier Selection Issues
2.3.3 Emissive Layer (EML) Materials
2.3.4 Hole Injection Layer (HIL) Materials
2.3.5 Hole Transport Layer (HTL) Materials
2.3.6 Electron Blocking Layer (EBL) Materials
2.3.7 Hole Blocking Layer (HBL) Materials
2.3.8 Electron Transport Layer (ETL) Materials
2.3.9 Electron Injection Layer (EIL) Materials
2.3.10 Electrode Materials
2.3.11 Encapsulation and Barrier Coating Materials
2.4 Substrates for OLED Lighting
2.4.1 Glass
2.4.2 Plastic
2.4.3 Foil
2.5 Key Points in this Chapter
Chapter Three: OLED Lighting Materials Applications and Eight-Year Market Forecasts
3.1 Forecasting Methodology
3.1.1 NanoMarkets' OLED Lighting Forecasting Program
3.1.2 Forecasts-based on Material Content
3.2 Eight-Year Forecast of OLED Lighting Materials Demand by Application and Material Type
3.2.1 Forecast of Materials Shipments by Area Covered
3.2.2 Eight-Year Forecast of OLED Materials: Small Molecule vs. Polymer
3.3 Eight-Year Forecast of OLED Lighting Materials: Small Molecule
3.3.1 Cathode Materials
3.3.2 EML Materials
3.3.3 ETL Materials
3.3.4 HTL/EBL Materials
3.3.5 HIL Materials
3.3.6 Anode Materials
3.3.7 Encapsulation
3.3.8 Summary of Forecasts for Small Molecule OLED Lighting
3.4 Eight-Year Forecast of OLED Lighting Materials: Polymer
3.4.1 Cathode Materials
3.4.2 EML Materials
3.4.3 HTL/EBL Materials
3.4.4 HIL Materials
3.4.5 Anode Materials
3.4.6 Encapsulation
3.4.7 Summary of Forecasts for Polymer OLED Lighting
3.5 Summary of Eight-Year Forecasts of OLED Lighting Materials
3.6 Eight-Year Forecast of OLED Lighting Substrates
3.6.1 Glass
3.6.2 Plastic
3.6.3 Metal Foil
3.6.4 Summary of Substrate Revenue Forecasts for OLED Lighting
3.7 Alternative Scenarios and Forecasts for OLED Backlighting Materials
3.8 Some Pricing Changes from Earlier NanoMarkets Reports
Chapter Four: Suppliers and Supply Structure of OLED Materials
4.1 Introduction: The OLED Lighting Value Chain
4.2 OLED Lighting Materials and the Big Three Lighting Manufacturers: GE, Osram and Philips
4.2.1 GE and Materials
4.2.2 Osram and Materials
4.2.3 Philips and Materials
4.3 OLED Lighting and the European Specialty Chemical Industry: Agfa, BASF, Merck and "Clevios"
4.4 Two U.S. OLED Materials Firms: DuPont and Plextronics
4.4.1 DuPont
4.4.2 Plextronics
4.5 Japan and the OLED Materials Business: Sumitomo, Konica Minolta and the Others
4.5.1 Sumitomo Chemical
4.5.2 Konica Minolta
4.5.3 Lumiotec
4.5.4 Other Japanese Materials Firms with Potential for Selling into the OLED Lighting Space
4.6 Korean Firms: LG Chem and Doosan
4.6.1 LG Chem
4.6.2 Doosan
4.7 Other OLED Manufacturers and their Impact on OLED Lighting Materials: Influential Companies and Interesting Ideas
4.7.1 Lomox
4.7.2 Novaled
4.7.3 Polar OLED
4.7.4 Rohm
4.7.5 Universal Display Corporation (UDC)
4.8 Substrate and Encapsulation Firms
Abbreviations and Acronyms Used in this Report
About the Author
List of Tables and Exhibits:
Exhibit E-1
Summary of Eight-Year Forecasts of OLED Materials for Lighting Applications
Exhibit E-2
Summary of Eight-Year Forecasts of OLED Substrate Demand ($ Millions)
Exhibit 3-1
Eight-Year Forecasts of OLED Lighting
Exhibit 3-2
Summary of Eight-Year Forecasts of OLED Lighting Materials: Small Molecule Vs. Polymer
Exhibit 3-3
Eight-Year Forecasts of SM OLED Lighting Materials: Cathode
Exhibit 3-4
Eight-Year Forecasts of SM OLED Lighting Materials: EML
Exhibit 3-5
Eight-Year Forecasts of SM OLED Lighting Materials: ETL
Exhibit 3-6
Eight-Year Forecasts of SM OLED Lighting Materials: HTL/EBL
Exhibit 3-7
Eight-Year Forecasts of SM OLED Lighting Materials: HIL
Exhibit 3-8
Eight-Year Forecasts of SM OLED Lighting Materials: Anode
Exhibit 3-9
Eight-Year Forecasts of SM OLED Lighting Materials: Encapsulation
Exhibit 3-10
Summary of Eight-Year Forecasts of SM OLED Lighting Materials ($ Millions)
Exhibit 3-11
Eight-Year Forecasts of Polymer OLED Lighting Materials: Cathode
Exhibit 3-12
Eight-Year Forecasts of Polymer OLED Lighting Materials: EML
Exhibit 3-13
Eight-Year Forecasts of Polymer Lighting Materials: HTL/EBL
Exhibit 3-14
Eight-Year Forecasts of Polymer OLED Lighting Materials: HIL
Exhibit 3-15
Eight-Year Forecasts of Polymer OLED Lighting Materials: Anode
Exhibit 3-16
Eight-Year Forecasts of Polymer OLED Lighting Materials: Encapsulation
Exhibit 3-17
Summary of Eight-Year Forecasts of Polymer OLED Lighting Materials ($ Millions)
Exhibit 3-18
Summary of Eight-Year Forecasts of OLED Lighting Materials (SM and Polymer Combined)($ Millions)
Exhibit 3-19
Eight-Year Forecasts of OLED Lighting Substrate Demand: Glass
Exhibit 3-20
Eight-Year Forecasts of OLED Substrate Demand: Plastic
Exhibit 3-21
Eight-Year Forecasts of OLED Substrate Demand: Foil
Exhibit 3-22
Summary of Eight-Year Forecasts of OLED Substrate Demand ($ Millions)
Exhibit 3-23
OLED Backlighting Materials Markets ($ Millions)
Exhibit 4-1
OLED Lighting Players by Type
Exhibit 4-2
Novaled's Planned Products
Exhibit 4-3
DOE OLED Lighting Contracts Awarded to UDC