Industry analyst firm NanoMarkets announced that will begin shipping its latest report on the transparent conductor (TC) market titles, "Transparent Conductor Markets - 2012" which includes the dominant indium tin oxide (ITO), along with other transparent conducting oxides (TCOs), conductive polymers, silver grids and coatings, copper, carbon nanotubes and graphene and nanocomposite materials of various kinds the week of August 6 of 2012.
Additional details about the report are available at: http://nanomarkets.net/market_reports/report/transparent_conductor_markets_2012 . The firm has extended its pre-publication pricing through Tuesday, August 7th.
About the Report
NanoMarkets has covered TCs for seven years and this 230-page report provides the most thorough analysis and granular forecasts available. In this report NanoMarkets provides in-depth analysis of the applications from which TC firms will be able to make money in the next few years including touch-screens, OLEDs, e-paper, thin-film and building-integrated PV (BIPV), organic/DSC PV, smart windows, etc. The report examines implications for TCs of the rise of flexible and transparent electronics and provides an in-depth discussion of how non-ITO TCs may be able to break into the LCD market. For each application the report contains separate eight-year forecasts in terms of value ($ millions) and volume (square meters). Each forecast is also broken out by material type.
Firms discussed in the report including 3M, Agfa, Asahi Glass, Atmel, Cambrios, Cima NanoTech, Corning, Dow Chemical, Evonik, Ferro, Fujitsu, Harima Chemicals, Heraeus, Hitachi, Idemitsu Kosan, Indium Corporation, Kodak, LG, Linde, Mitsubishi, Mitsui, Nippon Mining and Metals, Nitto Denko, PolyIC, Pilkington, Saint-Gobain, Samsung, Schott, SKC, Sony, Oike, Sumitomo, Teijin, Toray, Tosoh, Ulvac, Umicore, Unidym, and many others.
Findings from the Report
Today most firms offering alternatives to ITO focus on the touch-screen sensor market but this sector is too small for many of these firms to generate significant revenues. Instead, NanoMarkets believes that the current rapid development of the OLED display and lighting market looks as if it will give a big boost to the makers of non-ITO TCs. While ITO is widely used in OLEDs it is not well suited to this application and the OLED sector is already beginning to seek alternative TCs.
Likewise with flexible displays. ITO may not work well for high-throughput R2R processes and one could never use ITO in a rollable display. There are good reasons to suppose that flexible displays will become a sizable market so this could be a major factor in the mainstreaming of non-ITO TCs.
NanoMarkets expects resurgence in thin-film solar panels for use in BIPV. This will advantage firms selling tin oxide and zinc oxide materials and there is considerable research activity currently seeking the best dopants for these materials for TC applications.
Silver-based TCs seem to have taken off commercially and can now be found in a number of commercial cell phone models. By contrast, nanotube-based TCs have made little commercial progress. The best hope for them lies in the fact that a few firms with deep pockets -- Samsung, Linde and Toray, for example - still back this approach.
Meanwhile, Agfa, Heraeus and Kodak seem to be making progress with their low-cost conductive polymer TCs. The materials have considerable potential for growth in small displays for electronic labels and smartcards.