Executive Summary
E.1 What Will it Take for Display Makers to Give Up Their ITO Habit?
E.1.1 LCD, ITO, and the Future
E.1.2 Will Next-Gen Display Makers Love ITO Alternatives?
E.2 Opportunities and Threats for ITO Suppliers in the Display Industry
E.3 Opportunities for Other TCOs
E.4 Opportunities for Nanomaterials and Conductive Polymer Firms
E.4.1 Nanosilver Films
E.4.2 Carbon Nanotube Films
E.4.3 Conductive Polymers
E.5 The New Prospects for OLEDs, Touch Screens, and Flexible Displays—and Their Transparent Conductor Needs
E.6 Summary of Eight-Year Forecasts of Transparent Conductors for Displays
Chapter One: Introduction
1.1 Background to this Report
1.1.1 Conventional Flat-Panel Displays: How Long Can They Tolerate ITO’s High Cost?
1.1.2 Other Display Technologies: When Will They Pull the Trigger?
1.2 Objectives and Scope of this Report
1.3 Methodology of this Report
1.4 Plan of this Report
Chapter Two: Transparent Conductors and How They Impact the Display Market
2.1 The New Indium Scare: China and Its Price Expectations for Indium
2.1.1 Impact on Mainstream Display Makers
2.2 Other TCOs: Can They Provide a Lower-Cost Alternative to ITO?
2.2.1 Tin Oxide and Plasma Displays
2.2.2 Are Other TCOs Really a Drop-In Replacement?
2.3 Other Types of Transparent Conductors for Displays
2.3.1 Transparent Conductive Polymers: Can They Match ITO in Performance?
2.3.2 Nanosilver-Based Materials: Can They Beat ITO in Performance?
2.3.3 Carbon Nanotube Films: When Will They Be a Realistic Alternative?
2.4 Key Points Made in this Chapter
Chapter Three: Display Markets and Opportunities for Transparent Conductors
3.1 Conventional FPDs
3.1.1 Impact of LCD Economies of Scale on Transparent Conductor Choice
3.1.2 Plasma Displays: Do they Have a Future? Should Transparent Conductor Firms Care?
3.2 OLED Displays and Transparent Conductors
3.2.1 Transparent Conductors in Passive Matrix OLED Displays
3.2.2 Transparent Conductors in Active Matrix OLED Displays
3.2.3 The Quest to Get Rid of ITO in OLEDs
3.3 Touch-Screen Displays
3.3.1 Analog Resistive Touch Screens: ITO’s Brittleness and Cost Issues
3.3.2 Projected-Capacitive, No-Flex Touch-Screens: A Better Fit for ITO?
3.3.3 Transparent Conductors for In-Pixel Touch Panels
3.4 Electrophoretic Displays: A New Growth Market for Transparent Conductors
3.5 Flexible Displays: What Kind of Transparent Conductor Will They Need and When Will They Need It?
3.6 Key Points Made in this Chapter
Chapter Four: Eight-Year Forecasts for Transparent Conductors in Displays
4.1 Forecasting Methodology
4.1.1 Data Sources
4.1.2 Scope of Forecast
4.1.3 Alternative Scenarios
4.2 Forecasts of Transparent Conductor Use by Display Type
4.2.1 LCD and Plasma Displays
4.2.2 OLED Displays
4.2.3 Touch Screens
4.2.4 Electrophoretic Displays
4.2.5 Flexible Displays
4.3 Forecasts of Transparent Conductor Use by Material Type
4.3.1 ITO
4.3.2 Other TCOs
4.3.3 Conductive Polymers
4.3.4 Nanosilver-Based Materials
4.3.5 Carbon Nanotube-Based Materials
4.4 Summary of Forecasts
Acronyms and Abbreviations Used In this Report
About the Author
List of Exhibits
Exhibit E-1: Summary of Transparent Conductor Markets in Displays.
Exhibit 4-1: Transparent Conductor Use in Small LCD Displays.
Exhibit 4-2: Transparent Conductor Use in Large LCD Displays.
Exhibit 4-3: Transparent Conductor Use in Plasma Displays.
Exhibit 4-4: Transparent Conductor Use in OLED Displays.
Exhibit 4-5: Transparent Conductor Use in Touch Screens.
Exhibit 4-6: Transparent Conductor Use in Electrophoretic Displays.
Exhibit 4-7: Transparent Conductor Use in Flexible Displays.
Exhibit 4-8: ITO Use in Displays.
Exhibit 4-9: Other TCO Use in Displays.
Exhibit 4-10: Transparent Conductive Polymer Use in Displays.
Exhibit 4-11: Transparent Nanosilver-Based Conductor Use in Displays.
Exhibit 4-12: Transparent Carbon Nanotube Film Use in Displays.
Exhibit 4-13: Summary of Transparent Conductor Use in Displays by Material Type.
Exhibit 4-14: Summary of Transparent Conductor Use in Displays by Display Type.
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