Executive Summary
E.1 OLEDs and ITO: Will There Be a Falling Out?
E.1.1 AM OLED Products: Impact on the Transparent Conductor Market
E.1.2 What Would Flexible OLED Products Mean for Transparent Conductors?
E.2 Opportunities for Transparent Conductive Polymer Makers in the OLED Space
E.3 Opportunities for Selling Non-ITO Transparent Conducting Oxides In the OLED Space
E.4 Transparent Nanomaterial Coatings in the OLED Industry
E.5 Summary of Eight-Year Forecasts of Transparent Conductors for OLEDs
Chapter One: Introduction
1.1 Background to this Report
1.1.1 The Conductors: What they Have to Offer
1.1.2 Market Segments: Displays and Lighting and Their Unique Needs
1.2 Objectives and Scope of this Report
1.3 Methodology of this Report
1.4 Plan of this Report
Chapter Two: OLED Displays and Lighting: Their Unique Needs for Transparent Conductors
2.1 OLEDs, ITO and Price Sensitivity
2.1.1 Future Price Trends for ITO and Indium
2.1.2 Likely Impact on the OLED Industry
2.2 ITO, OLEDs, and Flexibility
2.2.1 Intrinsically Flexible Displays and Lighting
2.2.2 Impact of R2R Processing
2.3 Why ITO Continues to Win in the OLED Industry
2.4 The Quest to Get Rid of ITO in OLEDs
2.4.1 Other Transparent Conducting Oxides
2.4.2 Transparent Organic Polymers
2.4.3 Nanosilver and Other Nanometals
2.4.4 Carbon Nanotubes and Graphene: The Future is When?
2.5 How Transparent Conductors Will Fit into the OLED Manufacturing Landscape
2.6 Key Points Made in this Chapter
Chapter Three: OLED Lighting and Display Markets for Transparent Conductors
3.1 Passive Matrix OLED Displays
3.1.1 New Applications for PM OLEDs?
3.1.2 Current and Future Use of Transparent Conductors
3.2 Cell-Phone Main Displays and Other Small AM OLED Displays
3.2.1 Current and Future Use of Transparent Conductors
3.3 OLED TVs and Large AM OLED Displays
3.3.1 The Nail in the Coffin of Plasma TV?
3.3.2 Current and Future Use of Transparent Conductors
3.4 OLED Lighting
3.4.1 Current and Future Use of Transparent Conductors
3.5 Key Points Made in this Chapter
Chapter Four: Eight-Year Forecasts for ITO and Alternative Transparent Conductor Markets in the OLED Industry
4.1 Forecasting Methodology
4.1.1 Non-Electrode Applications in OLEDs for Transparent Conductors
4.1.2 Source of Underlying Addressable Market Data
4.1.3 Alternative Scenarios
4.2 Forecasts of Transparent Conductors for OLED Displays, by Material Type
4.2.1 Small PM Displays
4.2.2 Small AM Displays
4.2.3 Large AM Displays
4.3 Forecasts of Transparent Conductors for OLED Lighting, by Material Type
4.4 Forecast of Transparent Conductors as Hole Injection Layers
4.5 Summary of Forecasts
Acronyms and Abbreviations Used In this Report
About the Author
List of Exhibits
Exhibit E-1
Summary of Transparent Conductive Material Revenues by Type in OLED Industry
Exhibit 2-1
Indium Price and Production Trends (Values in Metric Tons Unless Noted)
Exhibit 4-1
Forecast of Transparent Conductive Materials Requirements in OLED Displays
Exhibit 4-2
Forecast of Transparent Electrode Materials by Type in PM OLED Displays
Exhibit 4-3
Forecast of Transparent Electrode Materials by Type in Small AM OLED Displays
Exhibit 4-4
Forecast of Transparent Electrode Materials by Type in Large AM OLED Displays
Exhibit 4-5
Forecast of Transparent Conductive Materials Requirements in OLED Lighting
Exhibit 4-6
Forecast of Transparent Electrode Materials by Type in OLED Lighting
Exhibit 4-7
Forecast of Conductive Polymers as HIL in OLED Lighting and Displays
Exhibit 4-8
Summary of Forecast of Transparent Conductive Materials by Type in OLED Industry
Exhibit 4-9
Summary of Forecast of Transparent Conductive Materials by Application in OLED Industry