NanoMarkets provides market research and industry analysis of opportunities within advanced materials and emerging energy and electronics markets
REPORT # Nano-433
PUBLISHED November 07, 2011
OLED Lighting Materials Markets 2012
CATEGORIES :
- Advanced Materials
- OLEDs
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SUMMARY
The OLED lighting industry has taken great strides in the past two years. OLED luminaires are available to consumers for the first time and new firms are entering into the OLED business on a regular basis. However, OLED lighting fabrication remains concentrated in a small number of pilot lines whose future is uncertain.
Still, these pioneer facilities are beginning to shape which materials will be used in the next few years and beyond. And the firms that are now supplying relatively small amounts of OLED materials to these first OLED lighting manufacturing plants may well emerge as the materials market leaders later in the decade. Through examination of the types of materials in use today by the early-to-market OLED lighting firms, this report identifies from where the opportunities will come for the OLED lighting materials industry. It also discusses what has been working – and what has not – in the materials suppliers’ current efforts to break into the OLED lighting market.
NanoMarkets has been providing industry analysis for the OLED lighting community for six years, and this report builds on our well-respected forecasts of both OLED shipments and OLED lighting manufacturing capacity. It is also utilizes our insider’s understanding of what the major OLED lighting firms are likely to need from their materials suppliers. Although we show how OLED lighting could represent major potential for the materials and specialty chemical industry over the next decade, we pay special attention to how the opportunities for OLED lighting materials will develop over the next 18 months or so.
Among the important issues that this report discusses are the continuing dominance of UDC in important sectors of the OLED lighting market and the increasingly important role of Chinese OLED materials suppliers. It also evaluates the significance of the emergence of solution-processed small molecules and the continuing failure of polymer OLEDs to catch on the marketplace.
In the long run, NanoMarkets believes that OLED lighting will eventually emerge as the largest addressable market for OLED materials. However, there is still a long road ahead before the OLED materials market reaches this point. In the meantime, this report is an essential guide for firms seeking to gain a competitive edge with their materials to improve OLED lighting efficiency, lifetime, and reduction in total cost of ownership. Finally, the report contains detailed volume and revenue forecasts for materials used for OLED lighting broken out by material type and functionality.
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TABLE OF CONTENTS
Executive Summary
E.1 How Do OLED Lighting Materials Suppliers See the Next 18 Months
E.1.1 Overview of Key Materials Needs of the OLED Lighting Market
E.1.2 What Does the Emergence of the First OLED Lighting Products Mean to Materials Suppliers?
E.2 Changes in the OLED Lighting Materials Business Since 2010
E.2.1 Important Technical Developments in OLED Lighting Materials
E.2.2 Recent Changes in the OLED Materials Supply Structure
E.3 Opportunities for OLED Lighting Materials Suppliers Considered by Fabrication Process
E.3.1 Vacuum Evaporation: The Once and Future King?
E.3.2 DuPont and the Future of Solution-Processed Small Molecules for Lighting Applications
E.3.3 Is There Still a Role for Polymers in the OLED Lighting Business?
E.4 Investment and Partnering Opportunities OLED Lighting Materials Space
E.5 The Role of IP in the OLED Materials Space: Will UDC Maintain Its Dominance as a Materials Supplier?
E.6 Geographical Considerations
E.6.1 The Emergence of Chinese Firms in the OLED Lighting Materials Business
E.6.2 The Future of Japanese OLED Lighting: OLED Materials Suppliers in the Worldwide OLED Lighting Market
E.7 Opportunities for the Manufacturing Equipment Business
E.8 Summary of Seven-Year Forecasts of OLED Lighting MaterialsChapter One: Introduction
1.1 Background to this Report
1.1.1 OLED Lighting Manufacturing Capacity Shaping the Need for Materials
1.1.2 OLED Lighting Materials: Risks and Uncertainties
1.1.3 How Materials Firms Can Win the OLED Lighting Battle
1.2 Goal and Scope of This Report
1.3 Methodology and Information Sources for This Report
1.4 Plan of This ReportChapter Two: The Major (Actual and Potential) Users of OLED Lighting Materials
2.1 AU Optronics (AUO, Taiwan): A Likely Market Entrant from Taiwan
2.1.1 Will AUO Use the Same Materials and Supplier for Its Lighting as for Its Displays?
2.2 GE (U.S.) and Its R2R OLED Lighting Production Line
2.2.1 The GE/DuPont Alliance and Beyond
2.2.2 What GE's OLED Lighting Says about the Solution Processing of Small Molecules—Or About R2R Encapsulation
2.3 Kaneka Corporation (Japan): How Will It Participate In the OLED Market and What Materials Is It Likely To Use?
2.4 Konica Minolta (Japan)
2.4.1 Likely Suppliers and Materials Used by KM
2.5 LG Chem (Korea) and Its Future in OLED Lighting
2.5.1 Suppliers and materials used by LG
2.6 Lumiotec (Japan): An Early Entrant with Established Connections
2.6.1 Suppliers and Materials Used by Lumiotec
2.7 Moser Baer Technologies (India/U.S.)
2.7.1 Test Bed for UDC in the OLED Lighting Space
2.8 NEC Lighting (Japan)
2.8.1 Likely Materials Used By NEC Lighting
2.9 Osram (Germany): A Major Early Entrant in OLED Lighting
2.9.1 Likely Materials Suppliers and Materials Used by Osram
2.10 Panasonic Idemitsu Lighting (Japan)
2.10.1 The Role of Idemitsu Kosan
2.10.2 Other Suppliers
2.11 Philips (The Netherlands): An OLED Lighting Pioneer
2.11.1 OLED Materials and Suppliers Currently Used
2.11.2 Evolution of OLED Lighting Materials Used at Philips
2.12 Pioneer (Japan): The First Ever Supplier of OLEDs Gets Into the Lighting Business
2.12.1 The Role of Mitsubishi as a Materials Supplier
2.12.2 Other Suppliers
2.13 Samsung (Korea): The Dominant Force in OLED Displays
2.13.1 Impact of Samsung's Dominance in OLED Displays on Its Choice of Materials and Suppliers
2.14 Visionox (China)
2.14.1 Materials Suppliers for Visionox's OLED lighting products
2.15 Other Potentially Important OLED Lighting FirmsChapter Three: Eight-Year Market Forecasts for OLED Lighting Materials
3.1 Forecasting Methodology and Assumptions About Material Content
3.1.1 Forecasts Based on Material Content
3.1.2 Changes in Assumptions and Methodology Since the Last Report
3.1.3 Assumptions About the OLED Stack Structure
3.1.4 Materials Pricing Assumptions
3.2 Seven-Year Forecasts of OLED Lighting Shipments
3.3 Seven-Year Forecasts of OLED Lighting Materials Demand for Each Layer By Material Type
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 Materials – Dominated by Glass
3.4 Seven-Year Forecasts of OLED Lighting Substrates
3.4.1 Glass Substrates
3.4.2 Plastic
3.4.3 Metal Foils As Substrates for OLED Lighting
3.4.4 Summary of Substrate Markets in OLED Lighting
3.5 Summaries of Seven-Year Forecasts of OLED Lighting Materials
3.5.1 Summaries of Forecasts for Functional Organic Materials in OLED Lighting by Layer
3.5.2 Breakout of Small-Molecule OLED Lighting Materials: Solution-Processing vs. Vapor-Deposition Materials and Small Molecule vs. Polymer
3.5.3 Grand Total Summary of Seven-Year Forecasts of OLED Lighting Materials by Layer
3.6 An Alternative Scenario: Materials Implications if OLED Lighting Achieves Minimal Penetration in the General Lighting Market and Is Relegated to Luxury LightingAcronyms and Abbreviations Used in This Report
About the AuthorList of Exhibits
Exhibit E-1: Grand Total Summary: Market Value of OLED Lighting Materials 2012-2018 ($ Millions)
Exhibit 3-1: Estimated Average Prices of Different Materials, 2012 – 2018 ($ per sq m)
Exhibit 3-2: OLED Shipments by Application, Material Type, and Panel Type and Application 2011-2018
Exhibit 3-3: Cathode Area and Value in OLED Lighting 2012-2018
Exhibit 3-4: EML Quantity and Value in OLED Lighting by Material Type 2012-2018
Exhibit 3-5: ETL Quantity and Value in OLED Lighting by Material Type 2012-2018
Exhibit 3-6: HTL/EBL/HBL Quantity and Value in OLED Lighting by Material Type 2012-2018
Exhibit 3-7: HIL Quantity and Value in OLED Lighting by Material Type 2012-2018
Exhibit 3-8: Anode Area and Value in OLED Lighting 2012-2018
Exhibit 3-9: Encapsulation Area and Value in OLED Lighting 2012-2018
Exhibit 3-10: Glass Substrate Area and Value in OLED Lighting 2012-2018
Exhibit 3-11: Plastic Substrate Area and Value in OLED Lighting 2012-2018
Exhibit 3-12: Metal Foil Substrate Area and Value in OLED Lighting 2012-2018
Exhibit 3-13: Summary of Substrate Area and Value in OLED Lighting 2012-2018
Exhibit 3-14: Summary: Market Value of Selected Functional OLED Lighting Materials, Small Molecule (Vapor and Solution) and Polymer Combined, 2012-2018 ($ Millions)
Exhibit 3-15: Summary: Market Value of Selected Functional OLED Lighting Materials for Small Molecule (Vapor and Solution) OLED panels 2012-2018 ($ Millions)
Exhibit 3-16: Summary of Value of Selected Functional OLED Lighting Materials for Polymer OLED Panels 2012-2018 ($ Millions)
Exhibit 3-17: Market Value of Functional OLED Lighting Materials in OLEDs by Material Type and by Fabrication Method – A Comparison of Small Molecule vs. Polymer and Vapor-Deposition vs. Solution-Processing 2012-2018 ($ Millions)
Exhibit 3-18: Grand Total Summary: Market Value of OLED Lighting Materials by Layer 2012-2018
