Table of Contents

Executive Summary

E.1 Key Issues in the Touch-Screen Industry
E.2 The Growing Importance of Multi-Touch
E.3 Opportunities by Technology
E.3.1 Analog Resistive Technology
E.3.2 Surface Capacitive Technology
E.3.3 Acoustic Pulse Recognition
E.3.4 Dispersive Signal Technology
E.3.5 Force Sensing
E.3.6 Projected Capacitive Touch Screens
E.3.7 Infrared Technology
E.3.8 Surface Acoustic Wave Technology
E.3.9 Optical Touch Screens
E.3.10 Vision-Based Optical
E.3.11 Digital Resistive Technology
E.3.12 Waveguide InfraredRPO
E.3.13 LCD-Based Touch-in-Pixel
E.4 Market Segments: Multi-Touch and Display Size
E.5 Structure of the Industry: Firms to Watch
E.5.1 Can LCD Display Makers Get into the Touch-Display Business?
E.6 Summary of Eight-Year Forecasts of the Touch-Screen Market
E.7 Opportunities for Materials and Component Manufacturers
E.7.1 Opportunities for Optoelectronic Devices
E.7.2 Opportunities for Touch-Screen Controllers
E.7.3 Opportunities for Optical Coatings, Films and Adhesives
E.7.4 Opportunities for Transparent Conductors in Touch Screens

Chapter One: Introduction

1.1 Background to this Report
1.1.1 Touch Screens: Why Now?
1.1.2 Patents and Technology Proliferation: The Supply Side
1.1.3 The Supply Side: Meeting Market Needs
1.1.4 New Applications: Beyond Kiosks, ATMs and Mobile Phones
1.1.5 Changing Industry Structure: The Rise of the Display Manufacturers
1.2 Objective and Scope of this Report
1.3 Methodology and Information Sources for this Report
1.4 Plan of this Report

Chapter Two: Touch-Screen Technologies

2.1 Introduction
2.1.1 Mature and Emerging Technologies
2.1.2 The Importance of Multi-Touch
2.1.3 The Role that Patents Play
2.1.4 Classifications of Touch-Screen Technologies
2.2 Analog Resistive Touch Screens
2.2.1 Current Technology, Materials, Limitations and Applications
2.2.2 Future Development of Analog Resistive Touch-Screen Technologies
2.3 Surface Capacitive Touch Screens
2.3.1 Current Technology, Limitations and Applications
2.3.2 Wacoms Variation on the Surface Capacitive Theme
2.3.3 Future Development and Potential for Surface Capacitive Touch-Screen Technologies
2.3.4 Expected Improvements in Manufacturing and Materials for Surface Capacitive Touch Screens
2.4 Acoustic Pulse Recognition Touch Screens: Elo
2.4.1 Current Technology, Limitations and Applications
2.5 Dispersive Signal Technology Touch Screens: 3M
2.5.1 Current Technology, Limitations and Applications
2.5.2 DST vs. APR
2.6 Force Sensing Touch Screens: Vissumo
2.6.1 Current Technology, Limitations and Applications
2.7 Projected Capacitive Touch Screens
2.7.1 Current Technology, Limitations and Applications
2.7.2 Multi-Touch Capabilities
2.7.3 Future Development and Potential for Projected Capacitive Touch-Screen Technologies
2.7.4 Expected Improvements in Manufacturing and Materials for Projected Capacitive Touch Screens
2.8 Infrared Technology Touch Screens
2.8.1 Current Technology, Limitations and Applications
2.9 Surface Acoustic Wave Touch Screens (SAW)
2.9.1 Current Technology, Limitations and Applications
2.9.2 Expected Improvements in Manufacturing and Materials for SAW Technologies
2.10 Optical Touch Screens
2.10.1 Current Technology and Limitations
2.11 Vision-Based Optical
2.11.1 Microsoft Surface
2.12 Digital Resistive
2.12.1 Current Technology, Limitations and Applications
2.13 Waveguide Infrared--RPO
2.14 LCD-Based Touch-in-Pixel
2.14.1 Optical Technologies
2.14.2 Switched-Based Technologies
2.14.3 Capacitive-Based Technologies
2.15 Other Touch-Screen Technologies
2.15.1 Touchco
2.15.2 FlatFrog
2.16 Beyond Touch Screen: The Relationship to Haptics and Other Touch Technology
2.17 Materials and Components for Touch-Screens
2.17.1 Optical Films and Coatings in Touch Screens
2.17.2 ITO, Other Transparent Conductors and Touch Screens
2.17.3 Substrates and Encapsulation for Touch Screens
2.18 Key Points Made in this Chapter

Chapter Three: Market Requirements for Touch-Screen Technologies

3.1 Current Drivers for Touch-Screen Technology
3.1.1 Proliferation of Displays
3.1.2 Growing Sophistication of Touch-Screen Technology
3.1.3 Need to Provide Simple Interfaces in a High-Tech Product Environment
3.1.4 Cost Improvements for Touch-Screen Technology
3.2 Factors Retarding the Touch-Screen Technology Market
3.2.1 Touch-Screen and the Macroeconomic Environment
3.2.2 Over-reaching with the Technology
3.2.3 Creative Destruction in the Touch-Technology Industry
3.3 Important Performance Metrics for Touch Screens
3.3.1 Factors Related to the Touch Device
3.3.2 Durability and Stability
3.2.3 Flush Surfaces
3.4 Touch Screens and Non-LCD Displays: OLEDs and E-paper
3.5 Key Points Made in this Chapter

Chapter Four: Eight-Year Forecasts of Touch-Screen Technologies and Applications

4.1 Forecasting Methodology
4.1.1 Which Applications and Technologies Should We Forecast?
4.1.2 Pricing Assumptions
4.2 Eight-Year Forecasts of Touch-Screen Technology in Kiosks
4.2.1 Information Kiosks
4.2.2 Commerce Kiosks
4.2.3 Kiosk Industry Trends and the Need for Touch-Screen Technology
4.2.4 Touch-Screen Technologies Used in Kiosks
4.3 Eight-Year Forecasts of Touch-Screen Technology in ATMs
4.3.1 The Need for Touch-Screen Technologies in ATMs
4.3.2 Touch-Screen Technologies Used in ATMs
4.4 Eight-Year Forecasts of Touch-Screen Technology in POS Terminals
4.4.1 The Need and Use of Touch-Screen Technologies in POS Terminals
4.5 Eight-Year Forecasts of Touch-Screen Technology in Handheld Mobile Devices
4.5.1 Mobile Industry Trends
4.5.2 The Need and Use of Touch Screens in Mobile Devices
4.6 Eight-Year Forecasts for Touch Screens in Office Automation and PCs
4.6.1 The Need and Use of Touch Screens in Office Automation and PCs
4.7 Eight-Year Forecasts for Touch Screens in Gaming Systems
4.7.1 The Need and Use of Touch Screens in Large Gaming Systems
4.7.2 Touch-Screen Technology Used in Large Gaming Systems
4.8 Eight-Year Forecasts of Touch-Screen Technology in Digital Signage
4.8.1 Touch-Screen Technology for the Digital Signage Market
4.9 Eight-Year Forecasts of Touch-Screen Technology in Vehicular Displays
4.9.1 The Automobile/Truck Market for Touch-Screen Displays
4.10 Other Touch-Screen Applications in Specific Industries
4.10.1 Factory Automation
4.10.2 Medical and Healthcare Equipment Applications
4.10.3 Educational and Training Applications
4.10.4 Household Appliances
4.11 A Note on Architectural Applications
4.12 Summary of Eight-Year Forecasts of Touch-Screen Displays
4.13 Eight-Year Forecasts of Coatings, Components and Other Materials Used in Touch-Screen Displays
Abbreviations and Acronyms Used In this Report
About the Author

List of Exhibits

Exhibit E-1: Touch-Screen Technologies by Size and Multi-Touch Functionality
Exhibit E-2: Touch-Screen Technology Suppliers by Technology
Exhibit E-3: Eight-Year Forecasts of Revenues from Touch-Screen Displays ($ Millions)
Exhibit E-4: Coatings, Films and Adhesives for Touch-Screen Display Technologies
Exhibit 1-1: Major Touch-Screen Technologies
Exhibit 2-1: Touch-Screen Technologies: By Maturity and Multi-Touch Support
Exhibit 2-2: Touch-in-Pixel Technologies
Exhibit 4-1: Pricing for Touch-Screen Technology
Exhibit 4-2: Worldwide Market for Kiosk Touch Screens
Exhibit 4-3: Worldwide Market for ATM Touch Screens
Exhibit 4-4: Worldwide Market for POS Terminal Touch Screens
Exhibit 4-5: Worldwide Market for Mobile Touch Screens
Exhibit 4-6: Worldwide Market for PCs and Office Automation Equipment
Exhibit 4-7: Worldwide Market for Casino and Large Amusement Gaming Touch Screens
Exhibit 4-8: Worldwide Market for Touch Screens in Digital Signage
Exhibit 4-9: Worldwide Market for Touch Screens in Vehicular Applications
Exhibit 4-10: Worldwide Market for Touch Screens Used for Control Panels for Appliances, Medical Devices and Industrial Equipment
Exhibit 4-11: Eight-Year Forecasts of Revenues from Touch-Screen Displays by Technology ($ Millions)
Exhibit 4-12: Eight-Year Forecasts of Revenues from Touch-Screen Displays by Application ($ Millions)
Exhibit 4-13: Forecast of Volume Demand for Materials Requirements in Touch-Screen Displays
Exhibit 4-14: Forecast of Transparent Conductive Materials Use by Type in Touch-Screen Displays