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The latest thin film technology is creating new revenue opportunities for the electronics and semiconductor industries. The most exciting of these opportunities is "large area electronics," which addresses novel applications in displays, photovoltaics, lighting, sensor arrays and other markets where there are benefits to creating circuitry over areas measured in terms of several square feet. At the other end of the scale, thin film technology is critical to the prospects for extending CMOS chips to smaller nodes as well as to creating new kinds of memory and storage devices. Additional opportunities for thin-film technologies in batteries, imaging and military/aerospace are also emerging.

This report analyzes and quantifies all these segments and shows that there are considerable synergies between them, creating paths for firms in one thin-film enabled segment to diversify into another. The report also examines the latest generation of production technology for thin film (including atomic layer deposition, ink-jet and self-assembly), as well as how nanotechnology is creating new kinds of thin film materials for use in electronics. In addition, this new NanoMarkets offering identifies today's main players in thin-film electronics and provides eight-year forecasts of all thin film electronics applications.

The core focus of this report will be to quantify and analyze the impact of these technology trends, and to discuss their consequences. It will be vital reading for firms in the display business seeking to broaden their product range into new areas of large area electronics and for other electronics firms who need to understand how the budding area of large area electronics will produce new revenues for them. Others that will benefit from this report will be semiconductor firms seeking to gain insight into how thin-film technology is enabling next-generation chips; disk drive and memory firms with an interest in how the latest TF materials are improving the prospects for information storage and energy companies examining some of the latest directions for batteries and photovoltaics.

Table of Contents

Executive Summary

E.1 The Potential of Thin Film Electronics: TFE as GPT
E.2 Applications and Opportunities for TF Electronics: Ways of Slicing and Dicing TF Electronics Markets
E.2.1 Opportunity Analysis by Production Mode
E.2.2 Opportunity Analysis by "Application Sector"
E.4 TF Old and New and the Inter-relationship between Applications
E.5 Firms to Watch
E.6 Summary of Forecasts

Chapter One: Introduction

1.1 Background to Report: Why is Thin-Film Technology Creating New Opportunities? And Why Now?
1.2 A Classification of TF Electronics Opportunities
1.3 Objective of this Report
1.4 Scope of this Report
1.5 Methodology of this Report
1.6 Plan of this Report

Chapter Two: Enabling Technologies and Materials

2.1 Introduction
2.1.1 Classic TF Production Method #1--CVD
2.1.2 Classic TF Production Method #2 -- PVD
2.2 Emerging Production Modalities
2.2.1 Atomic Layer Deposition
2.2.2 Inkjet Printing
2.2.5 Self Assembly
2.3 Materials Used in Thin Film Production
2.3.1 Thin Film Coatings
2.3.2 Substrate Materials for Thin Film

Chapter Three: Applications and Markets

3.1 Introduction
3.2 Large Area Electronics Applications
3.2.1 Displays
3.2.2 TFTs and Display Backplanes
3.2.3 Lighting
3.2.4 Photovoltaics
3.2.5 Sensor Arrays
3.3 Semiconductor Industry Opportunities for Thin-Film Technology
3.3.1 High-k Materials and Gate Insulators
3.3.2 Low-k Materials and Insulators
3.3.4 Sensors and Semiconductors
3.3.4 New Forms of Non-Volatile Memories
3.4 Disk Drives
3.5 Thin Film Batteries and Fuel Cells
3.2.6 Batteries/Fuel Cells
3.6 Some Aerospace and Military Applications

Chapter Four: Eight-Year Forecasts

4.1 Eight-Year Forecasts of Thin Film Electronics Technology
4.2 A Justification for Forecasting and Sources of Error
4.3 Large Area Electronics Forecasts
4.3.1 Displays
4.3.2 Backplanes
4.3.3 OLED and other Solid State Lighting
4.3.4 TF Photovoltaics
4.3.5 TF Sensor Arrays
4.4 Disk-Drive Applications
4.5 Thin-Film Batteries
4.6 Forecast Summary
4.7 Impact of TF in the Semiconductor Sector
About the Author

List of Exhibits

Exhibit E-1: Opportunities for TF in Large Area Electronics
Exhibit E-2: Emerging Opportunities in TF Electronics
Exhibit E-3: Leading OLED Display Suppliers
Table E-4: Summary of TF Electronics Markets ($ Millions)
Exhibit 1-1: New Directions for Electronics and their Impact on Thin Films
Exhibit 2-1: Still Useful After All These Years: How Older TF Production Technology is Creating New Applications
Exhibit 2-2: TF Electronics Applications for ALD
Exhibit 2-3: Ink-Jet's Contribution to TF Electronics
Exhibit 2-4: Substrates for TF Electronics
Exhibit 3-1: OLEDs: Still Some Way to Go
Exhibit 3-2: Impact of OLEDs and FEDs on Existing Display Technology
Exhibit 3-3: LCD Display Layers
Exhibit 4-1: Thin-Film Display Markets: 2006-2013 ($ Millions)
Exhibit 4-2: OLED Display Markets by Application: 2006-2013 ($ Millions)
Exhibit 4-3: OLED Display Markets by Production Mode: 2006-2013 ($ Millions)
Exhibit 4-4: TFT Display Backplane Markets by Application: 2006-2013 ($ Millions)
Exhibit 4-5: TF Lighting Markets: 2006-2013 ($ Millions)
Exhibit 4-6: TF Photovoltaic Markets: 2006-2013 ($ Millions)
Exhibit 4-7: TF Sensor Array Markets ($ Millions)
Exhibit 4-8: Novel TF Disk-drive Markets: 2006-2013
Exhibit 4-9: TF Battery Markets 2006-2013 ($ Millions)
Exhibit 4-1: Summary of TF Electronics Markets ($ Millions)