NanoMarkets provides market research and industry analysis of opportunities within advanced materials and emerging energy and electronics markets
REPORT # Nano-553
PUBLISHED July 05, 2012
OLED Materials Markets 2012
CATEGORIES :
- Advanced Materials
- OLEDs
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SUMMARY
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NanoMarkets has been providing industry analysis of the OLED community for six years, and is the leading supplier of analysis in the OLED lighting space. The goal of this report is to analyze and forecast the prospects for OLED materials in the coming eight years. Specifically, the objective is to examine the OLED materials sector and analyze what we see as the new directions that OLED materials will be taking in the coming years for both displays and lighting. It is also to identify and quantify the opportunities that are emerging in this space.
This report is the latest update from NanoMarkets on the OLED materials markets. In it, we quantify the opportunities that are emerging from the booming OLED display industry and in the nascent OLED lighting market, where the key determinants of success will be device efficiency, lifetime, and reduction in total cost of ownership. Finally, the report contains detailed volume and revenue forecasts for materials used for OLEDs broken out by material type and functionality, as well as by application and by deposition method, wherever possible.
The materials discussed include all of the major materials used in the OLED stack, as well as the substrates and encapsulants. Materials are discussed in the report from the perspective of the pioneer OLED panel manufacturers—Samsung, Sony, Osram, AUO, etc—to the smaller and nontraditional firms making a play in OLEDs, such as Kaneka, Lumiotec, Visionox, and others.
In addition, the report contains detailed forecasts of materials used for major OLED categories—displays and lighting—in both revenues and volume terms. The forecasts are developed from our forecasts of both OLED shipments and OLED manufacturing capacity, and we utilize our insider's understanding of what the major OLED firms are likely to need from their materials suppliers. -
TABLE OF CONTENTS
Executive Summary
E.1 OLED Materials: What Has Changed Since 2011?
E.1.1 Growing Demand for OLED Panels
E.1.2 Factors That Could Challenge the Growing OLED Market
E.2 The Latest Advances Changing the Prospects for OLED Materials
E.2.1 The Need for Better Blue Emitters
E.2.2 The Need for Bigger Panel Sizes and the Importance of Solution-Processing
E.2.3 What Ever Happened to Polymer OLEDs?
E.3 Firms to Watch and Recent Changes in the Supply Structure
E.3.1 Influential OLED Panel Makers
E.3.2 Key Materials Suppliers to Watch
E.4 Summary of Eight-Year Forecasts of OLED MaterialsChapter One: Introduction
1.1 Background to this Report
1.1.1 Escalating Demand
1.1.2 Technology Gaps and Recent Developments
1.2 Objectives and Scope of this Report
1.3 Methodology and Information Sources for this Report
1.4 Plan of This ReportChapter Two: Addressable Markets for OLED Materials
2.1 How the OLED Industry Has Changed in the Past Year
2.2 OLED Displays
2.2.1 Small Displays for Mobile Computing Applications: Phones, Tablets, and Related Products
2.2.2 The Emergence of OLED TVs: The Next Big Thing in Displays?
2.2.3 Other OLED Display Markets
2.2.4 Key Display Firms that Influence the OLED Materials Market
2.2.5 OLED Display Panel Area Forecasts
2.3 How OLED Lighting Is Expanding the Addressable Market for Materials
2.3.1 OLED Lighting Markets
2.3.2 Influential OLED Lighting Firms
2.3.3 OLED Lighting Materials Supply Issues and Panel Area Forecasts
2.3.4 Challenges to the OLED Lighting Revolution
2.4 Summing Up: OLED Materials Requirements by Area 2012-2019
2.4.1 By Material Type: Vapor-Deposited Small Molecules vs. Solution-Processed Small Molecules vs. Polymer OLEDs
2.4.2 By Panel Type: The Importance of Rigid vs. Flexible and Conformable OLEDsChapter Three: Key Suppliers of OLED Materials
3.1 Key Developments in the OLED Materials Supply Chain
3.2 Influential OLED Materials Suppliers
3.2.1 Universal Display Corporation (U.S.): Key Holder of PHOLED IP
3.2.2 BASF (Germany)
3.2.3 Dow Chemical (U.S.)
3.2.4 DuPont Displays (U.S.) and the Future of Solution-Processed OLEDs
3.2.5 Idemitsu Kosan (Japan)
3.2.6 Merck/EMD (Germany)
3.2.7 Mitsubishi (Japan) and Its Partnerships
3.2.8 Novaled (Germany): Materials Supplier, Technology Developer, and Device Maker?
3.2.9 Sumitomo (Japan) and the Future of PLEDs
3.2.10 Other Notable Firms in the OLED Materials Supply ChainChapter Four: OLED Materials and Eight-Year Market Forecasts
4.1 Forecasting Methodology and Assumptions about Material Content
4.1.1 General Economic Assumptions
4.1.2 The Role of IP in the OLED Materials Market
4.1.3 Materials Pricing Assumptions
4.2 Eight-Year Forecasts of OLED Materials Demand for Each Layer by Material Type and Deposition Method
4.2.1 Cathode Materials
4.2.2 EML Materials: Emitters and Hosts
4.2.3 ETL Materials
4.2.4 HTL/EBL/HBL materials
4.2.5 HIL materials
4.2.6 Anode Materials
4.2.7 Encapsulation
4.3 OLED Substrates
4.3.1 Glass as the Dominant Material
4.3.2 Flexible Substrates for Enabling Future Devices – Plastic
4.3.3 Metal Foil Substrates in OLEDs
4.3.4 Summary of Eight-Year Forecasts of OLED Substrates
4.4 Summaries of Eight-Year Forecasts of OLED Materials
4.4.1 Summary of the Market Value of the Core OLED Functional Materials by OLED Type
4.4.2 Grand Total Summary of Eight-Year Forecasts of OLED Materials
4.5 Alternative Scenarios
Acronyms and Abbreviations Used In this ReportList of Exhibits
Exhibit E-1: Grand Total Summary: Market Value of OLED Materials 2012-2019 ($ Millions)
Exhibit 2-1: OLED Displays by Application 2012-2019 (OLED Panel Area, Millions m2)
Exhibit 2-2: OLED Displays by Material Type and Panel Type 2012-2019 (OLED Panel Area, Millions m2)
Exhibit 2-3: Overview of OLED Lighting “State-of-the-Art” Technical Characteristics
Exhibit 2-4: OLED Lighting Shipments by Application 2012-2019 (OLED Panel Area, Millions m2)
Exhibit 2-5: OLED Lighting Manufactured by Material Type and Panel Type 2012-2019 (OLED Panel Area, Millions m2)
Exhibit 2-6: OLED Panel Area Manufactured by Application Category 2012-2019 (OLED Panel Area, Million m2)
Exhibit 2-7: OLED Panel Area Manufactured by Material and Deposition Technology 2012-2019 (OLED Panel Area, Millions m2)
Exhibit 2-8: Overview of Flexible and Conformable Display Applications
Exhibit 2-9: OLED Panel Area Manufactured by Panel Type 2012-2019 (OLED Panel Area, Million m2)
Exhibit 3-1: Overview of Selected UDC OLED Materials
Exhibit 3-2: Selected UDC Licensees and Partners
Exhibit 3-3: Overview of Other Notable OLED Materials Firms By Region
Exhibit 4-1: Estimated Average OLED Functional Materials Prices, 2012 – 2019 ($/g)
Exhibit 4-2: Estimated Average Materials Costs of Different Layers, 2012 – 2019 ($/m2)
Exhibit 4-3: Cathode Area and Value in OLEDs 2012-2019
Exhibit 4-4: Quantity and Value of Vapor-Deposited Small Molecule Emitter and Host Materials in OLEDs 2012-2019
Exhibit 4-5: Quantity and Value of Solution-Processed Small Molecule Emitter and Host Materials in OLEDs 2012-2019
Exhibit 4-6: Quantity and Value of Light-Emitting Polymers (LEPs) in OLEDs 2012-2019
Exhibit 4-7: Summaries of Emitter and Host Materials in OLEDs 2012-2019
Exhibit 4-8: Quantity and Market Value of ETL Materials in Vapor-Deposited Small Molecule OLEDs 2012-2019
Exhibit 4-9: Quantity and Market Value of ETL Materials in Solution-Processed Small Molecule OLEDs 2012-2019
Exhibit 4-10: Summary of ETL Materials in OLEDs by Deposition Method 2012-2019
Exhibit 4-11: Quantity and Market Value of HTL/EBL/HBL Materials in Vapor-Deposited Small Molecule OLEDs 2012-2019
Exhibit 4-12: Quantity and Market Value of HTL/EBL/HBL Materials in Solution-Processed Small Molecule OLEDs 2012-2019
Exhibit 4-13: Quantity and Value of HTL/EBL/HBL Materials in Polymer OLEDs 2012-2019
Exhibit 4-14: Summary of HTL/EBL/HBL OLED Materials 2012-2019
Exhibit 4-15: Quantity and Market Value of HIL Materials in Vapor-Deposited Small Molecule OLEDs 2012-2019
Exhibit 4-16: Quantity and Market Value of HIL Materials1 in Solution-Processed Small Molecule OLEDs 2012-2019
Exhibit 4-17: Quantity and Market Value of HIL Materials in Polymer OLEDs 2012-2019
Exhibit 4-18: Summary of HIL OLED Materials 2012-2019
Exhibit 4-19: Anode1 Area and Value in OLEDs 2012-2019
Exhibit 4-20: Encapsulation1 Area and Value in OLEDs 2012-2019
Exhibit 4-21: Glass Substrate Area and Value in OLEDs 2012-2019
Exhibit 4-22: Plastic Substrate Area and Value in OLEDs 2012-2019
Exhibit 4-23: Metal Foil Substrate Area and Value in OLEDs 2012-2019
Exhibit 4-24: Summary of Substrate Area and Value in OLEDs 2012-2019
Exhibit 4-25: Comparison of Market Value of Core Functional OLED Materials in OLEDs Fabricated with Vapor-Deposition vs. Solution-Processing1 2012-2019 ($ Millions)
Exhibit 4-26: Grand Total Summary: Market Value of OLED Materials 2012-2019 ($ Millions)
Exhibit 4-27: Grand Total Summary: Market Value of OLED Materials by Material Category 2012-2019 ($ Millions)
