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市場調査レポート

透明導電体市場

Transparent Conductor Markets 2014-2021

発行 n-tech Research, a NanoMarkets company 商品コード 203896
出版日 ページ情報 英文 174 Pages
納期: 即日から翌営業日
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透明導電体市場 Transparent Conductor Markets 2014-2021
出版日: 2014年08月20日 ページ情報: 英文 174 Pages
概要

当レポートでは、透明導電体市場の発展の見通しについて用途別に調査分析し、透明導電体の新技術、ディスプレイ・照明・ソーラーパネルなど各種用途における透明導電体の市場動向と市場機会、ITOの問題と代替品のメリット、用途・材料別の8ヵ年予測などをまとめ、概略以下の構成でお届けいたします。

エグゼクティブサマリー

第1章 イントロダクション

第2章 透明導電体(ITO)の最新技術および市場動向

  • ITO市場における発展
  • ITOの価格決定および価値命題
  • ロータリースパッタリングへの移行
  • 競争に対応できる新たなITO素材
  • ITOのサプラーチェーンおよび製品提供の変化
  • ITO市場の8カ年予測
  • 本章の要点

第3章 その他の透明伝導性酸化物:新規R&D、新規利用

  • 非ITO TCOに対する議論
  • 将来のための更なるTCO?
  • その他のTCOは本当に一時的な代用か?
  • PVのTCO:2014年以降の市場
  • 非ITO市場の8カ年予測
  • 本章の要点

第4章 透明導電体としての金属ベース素材市場

  • 金属を用いた透明導電体の進化
  • 金網
  • ナノワイヤーソリューション
  • 透明導電体市場における銅の機会は存在するか?
  • 金属透明導電体市場の8カ年予測
  • 本章の要点

第5章 その他の透明導電材料市場

  • その他の材料
  • 透明導電体としての導電ポリマー:近年の成功
  • 透明導電体としてのカーボンナノチューブ:敗者?
  • グラフェン:透明導電体市場における可能性はあるか?
  • その他の発展:「第4世代」の導電体
  • その他の透明導電体市場の8カ年予測
  • 本章の要点

第6章 透明導電体の新興市場

  • タッチスクリーンセンサー
  • 透明導電体およびOLED産業の大躍進
  • Eペーパー向け透明導電体
  • 既存のフラットパネルディスプレイ:永遠にITOに行き詰る?
  • 透明導電体と将来のソーラーパネル
  • 透明導電体向けIRおよびUV保護の機会
  • 透明導電体向け静電防止アプリケーション
  • EMI/RFIシールドにおける透明導電体
  • 透明導電体向けスマートウィンドウアプリケーション
  • その他の透明導電体向け市場
  • 本章の要点

図表

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目次
Product Code: Nano-735

During the past year the transparent conductor (TCs) market has continued to evolve. It seems that all the focus remains on the touch panel sector, where alternatives to ITO have genuinely established themselves. As a result, this latestreport in NanoMarkets' seven years of coverage of the transparent conductor market focuses heavily on the realities of the touch-sensor market for alternative TCs. Acknowledging that this is where the money is for now, we also discuss how some industry estimates of touch opportunities appear to be exaggerated and how there are serious technology challenges for touch down the road - challenges such as gestural control - that could hurt the current TC boomlet.

We also examine what other big changes are appearing in the TC opportunity space. The solar panel business is back, but with a new mix of PV technologies. What will this mean for the TC space? OLED lighting, which looked like might go into decline in our previous report, now looks like it is back on the board as a possible mass consumer of TCs. At the same time some the great hopes for alternative TCs, such as OLED TVs and flexible displays seem increasingly fanciful and may be areas that alternative TC firms pursue at their peril.

The interest in the various alternative transparent conductors is also shifting. Metal meshes are no longer quite the "flavor of the month," that they were last year. And carbon nanotube-based TCs seem to be making a quiet comeback in Asia

In this dynamic market environment, NanoMarkets believes that this new report provides the necessary strategic insight into how TC firms can best generate new business revenues in the in the display, solar panel and other sectors. This report also analyzes important developments on the TC materials front and it takes a look at what the next generation of transparent conductors will be like and how these materials will extend addressable markets.

This study also contains detailed eight-year forecasts in volume (square meters) and value terms. For each of the applications covered there are breakouts of demand for ITO, other TCOs, ITO/TCO inks, carbon nanotube films, nanosilver-based TCs, metal grids and conductive polymers. We have also included a forecast of ITO products by type (sputtering targets, films, coated glass, etc.). Finally, the strategies of the leading TC firms are also assessed in the context of the latest market developments.

NanoMarkets has been covering the TC market for seven years and its studies in this area are widely regarded as the most reliable insider analysis publicly available.

Table of Contents

Executive Summary

  • E.1 What Has Changed Since Last Year?
  • E.2 Alternative TCs Making a Difference: Part I-The ITO Industry Strikes Back
  • E.3 Alternative TCs Making A Difference: Part II-Touch and Beyond
    • E.3.1 Alternative TCs in Touch
    • E.3.2 OLEDs, Transparent Conductors and Market Realities
    • E.3.3 PV Resurgent: Who Cares?
    • E.3.4 Will the LCD Industry Ever Open Up to Alternative Transparent Conductors?
    • E.3.5 Flexible Panels: Still Waiting for Godot?
  • E.4 TC Materials and Companies to Watch: Heavy Metal
    • E.4.1 Silver Nanomaterial Coatings and Metal Meshes: Becoming a Standard for an ITO Alternative
    • E.4.2 Other Alternative TCs
  • E.5 The China Situation
  • E.6 Summary of Eight-Year Market Forecasts for Transparent Conductor Markets

Chapter One: Introduction

  • 1.1 Background to this Report
    • 1.1.1 Alternative TCs: Flavors of the Month
    • 1.1.2 Beyond the Touch Screen: Solar, OLEDs, etc.
    • 1.1.3 China Looming
  • 1.2 Objectives and Scope of this Report
    • 1.2.1 Materials Covered in this Report
    • 1.2.2 Sectors Covered in this Report
  • 1.3 Methodology of this Report
    • 1.3.1 Forecasting Methodology
    • 1.3.2 Assumptions About Materials Utilization, Wastage and Yields
    • 1.3.3 Cost Assumptions
    • 1.3.4 General Economic Assumptions
    • 1.3.5 Sources of Data
  • 1.4 Plan of this Report

Chapter Two: Recent Technology and Market Trends for ITO

  • 2.1 Current Developments in the ITO Sector
  • 2.2 ITO Pricing and the ITO Value Proposition
    • 2.2.1 The Chinese Pricing Threat Fails
    • 2.2.2 "Specmanship" and the ITO Value Proposition
  • 2.3 The Transition to Rotary Sputtering
    • 2.3.1 Alternatives to Sputtering
  • 2.4 New ITO Materials as a Response to Competition
    • 2.4.1 Resistivity Issues and the Market
    • 2.4.2 ITO and Flexibility Redux
    • 2.4.3 Thermal Issues
  • 2.5 Changes in the ITO Supply Chain and Product Offerings
    • 2.5.1 ITO Glass
    • 2.5.2 Prospects for ITO Film Markets
    • 2.5.3 Any Hope for ITO Inks?
    • 2.5.4 ITO Sputtering Target Markets
  • 2.6 Eight-Year Forecast of ITO Markets
    • 2.6.1 Forecast of ITO Inks
    • 2.6.2 Summary of ITO Forecasts by Type of ITO Product: Targets, Film and Coated Glass
  • 2.7 Key Points Made in this Chapter

Chapter Three: Other Transparent Conducting Oxides: A Commercial Future

  • 3.1 Non-ITO TCOs: Have they Had their Day?
    • 3.1.1 Tin Oxide and its Variants
    • 3.1.2 Zinc Oxide and its Variants
  • 3.2 More TCOs for the Future?
    • 3.2.1 Other Possibilities
  • 3.3 Are Other TCOs Really a Drop-In Replacement?
  • 3.4 TCOs in PV: The Market in 2014 and Beyond
  • 3.5 Eight-Year Forecast of Non-ITO Markets
  • 3.6 Key Points from this Chapter

Chapter Four: Markets for Metal-Based Materials as Transparent Conductors

  • 4.1 Evolution of Transparent Conductors Using Metals
  • 4.2 Metal Meshes: Changes in the Market Since Last Year
    • 4.2.1 Advantages, Applications and Competition in the Metal Mesh Business
    • 4.2.2 Metal Mesh Suppliers
  • 4.3 Nanowire Solutions: Cambrios, Carestream and 3M
    • 4.3.1 Suppliers of Ag NW Transparent Conductors
  • 4.4 Suppliers of Metal-Based Transparent Conductors: Cima NanoTech and the Others
    • 4.4.1 Metallic Films: A Material for Future Transparent Conductors?
    • 4.4.2 Cima NanoTech
  • 4.5 Are there Opportunities for Copper in the Transparent Conductor Market?
  • 4.6 Eight-Year Forecast of Metal Transparent Conductor Markets
    • 4.6.1 Metal Meshes
    • 4.6.2 Silver Nanowires
  • 4.6 Key Points from this Chapter

Chapter Five: Markets for Other Transparent Conducting Materials

  • 5.1 Other Materials
  • 5.2 Conductive Polymers as Transparent Conductors: Continuing to Move Forward
    • 5.2.1 PEDOT
    • 5.2.2 Conductive Polymers in OLEDs
    • 5.2.3 Other Applications
    • 5.2.4 Eight-Year Forecast of Transparent Conductive Polymer Markets
    • 5.2.5 Cost Trends for PEDOT
    • 5.2.6 PEDOT Suppliers for Transparent Conductor Applications
    • 5.2.7 Possible Technology Developments in Conductive Polymers
  • 5.3 Carbon Nanotubes as Transparent Conductors: Loser or Gaining New Ground?
    • 5.3.1 Suppliers of CNT TCs
    • 5.3.2 The Advantages and Disadvantages of Carbon Nanotubes for Transparent Conductors
    • 5.3.3 Limiting the Carbon Nanotube: Making Them "Just Conductors"
    • 5.3.4 Derivatization of Carbon Nanotubes
    • 5.3.5 Eight-Year Forecast of Carbon Nanotube Transparent Conductor Markets
  • 5.4 Graphene: Does it Stand a Chance in the Transparent Conductor Market?
  • 5.5 Other Developments: "Fourth-Generation" Transparent Conductors
  • 5.6 Eight-Year Forecast of Other Transparent Conductor Materials Markets
  • 5.7 Key Points Made in this Chapter

Chapter Six: Emerging Markets for Transparent Conductors

  • 6.1 Touch-Screen Sensors: The TC Industry's Favorite Opportunity
    • 6.1.1 TCs, Sensor Substrates and Sensor Architectures
    • 6.1.2 Projected-Capacitive Touch Sensors as a Market for Transparent Conductors
    • 6.1.3 The Shift to New Touch Module: Prospects for Transparent Conductor Makers
    • 6.1.4 The Analog-Resistive Touch Sensors as a Market for Transparent Conductors
    • 6.1.5 Eight-Year Forecasts of Transparent Conductors in the Touch-Screen Sensor Industry
  • 6.2 Transparent Conductors and the OLED Industry's Great Leaps Forward
    • 6.2.1 The OLED Market Explodes Slowly
    • 6.2.2 How OLEDs Potentially Shrink the TC Market
    • 6.2.3 The Quest to Get Rid of ITO in OLEDs
    • 6.2.4 Eight-Year Forecasts of Transparent Conductors in the OLED Display and Lighting Market
  • 6.3 Transparent Conductors for E-paper
    • 6.3.1 Varieties of E-Paper Displays and their TC Requirements
    • 6.3.2 Shifts from ITO in the E-Paper Space
    • 6.3.3 Eight-Year Forecasts of Transparent Conductors in the E-Paper Display and Lighting Market
  • 6.4 Conventional Flat-Panel Displays: Stuck On ITO Forever?
    • 6.4.1 Strategies for non-ITO Transparent Conductor Firms in the LCD Market
    • 6.4.2 Eight-Year Forecasts of Transparent Conductors in the Flat-Panel Display Industry
    • 6.4.3 Notes on Transparent Conductors in Plasma Displays
    • 6.4.4 A Note on the Impact of Transparent Displays on the Transparent Conductor Market
    • 6.4.5 Flexible Electronics Mythologies and Realities: Their Impact on the Transparent Conductor Market
  • 6.5 Transparent Conductors and the Future of Solar Panels
    • 6.5.1 Transparent Conductor Usage for the Thin-Film Silicon PV Sector
    • 6.5.2 Transparent Conductor Usage for CdTe PV
    • 6.5.3 Transparent Conductors in CIGS PV Market
    • 6.5.4 Eight-Year Forecasts of Transparent Conductors in the Thin-Film PV Market
    • 6.5.5 Organic PV and Dye Sensitized Cells: A Worthwhile Market for Transparent Conductor Suppliers
    • 6.5.6 Eight-Year Forecasts of Transparent Conductors in the OPV/DSC Market
  • 6.6 IR and UV Protection Opportunities for Transparent Conductors
  • 6.7 Antistatic Applications for Transparent Conductors
    • 6.7.1 Antistatic Markets in the Building Products Industry
    • 6.7.2 ESD Applications for the Electronics Market
    • 6.7.3 Tin Oxide as an Antistatic Coating
    • 6.7.4 Zinc Oxide as an Antistatic Coating
    • 6.7.5 Eight-Year Forecast of Transparent Conductors for Antistatic Coatings
  • 6.8 Transparent Conductors in EMI/RFI Shielding
    • 6.8.1 Eight-Year Forecast of Transparent Conductors for EMI Shielding
  • 6.9 Smart Windows Applications for Transparent Conductors
    • 6.9.1 Low-E Windows
    • 6.9.2 Solar Control Films
    • 6.9.3 Electrochromic (EC) and Suspended Particle Device (SPD) Technologies
    • 6.9.4 PDLC Active On-Demand Smart Windows
    • 6.9.5 Thermochromic Smart Glass
    • 6.9.6 Self-Cleaning Windows
  • 6.10 Yet Other Markets for Transparent Conductors
  • 6.11 Key Points Made in this Chapter

Acronyms and Abbreviations Used In this Report

About the Author

List of Exhibits

  • Exhibit E-1: Addressable Markets for non-ITO Transparent Conductors
  • Exhibit E-2: NanoMarkets' Perspective and Expectations of Penetration of Selected Transparent Conductor Materials
  • Exhibit E-3: Summary of Eight-Year Forecasts of Transparent Conductive Materials by Material Type ($ Millions)
  • Exhibit E-4: Summary of Eight-Year Forecasts of Transparent Conductive Materials by Application ($ Millions)
  • Exhibit 2-1: ITO Products in Current Use
  • Exhibit 2-2: Summary of Forecast of ITO by Application ($ Millions, except for final line)
  • Exhibit 2-3: Summary of Forecast of ITO and TCO Inks by Application ($ Millions, except for final line)
  • Exhibit 2-4: ITO Market by End-User Product Process (1) ($ Millions)
  • Exhibit 3-1: Summary of Forecast of non-ITO TCOs by Application ($ Millions, except for final line)
  • Exhibit 4-1: Metal Meshes and Ag Nanowires as TCs
  • Exhibit 4-2: Summary of Forecast of Metal Meshes by Application ($ Millions, except for final line)
  • Exhibit 4-3: Summary of Forecast of Silver Nanowires by Application ($ Millions, except for final line)
  • Exhibit 5-1: Summary of Forecast of Transparent Conductive Polymers by Application ($ Millions, except for final line)
  • Exhibit 5-2: Summary of Forecast of Carbon Nanotube Films by Application ($ Millions, except for final line)
  • Exhibit 5-3: Summary of Forecast of Other Transparent Conductive Materials by Application ($ Millions, except for final line)
  • Exhibit 6-1: Why the Touch Sensor Business is Attractive for Transparent Conductor Makers
  • Exhibit 6-2: Important Parameters for Transparent Conductors Used for Touch-Screen Sensors
  • Exhibit 6-3: Forecast of Transparent Conductive Materials Requirements in Touch-Screen Display Sensors
  • Exhibit 6-4: Forecast of Transparent Conductive Materials by Type in Touch-Screen Display Sensors
  • Exhibit 6-5: Long-Term Issues that ITO Faces in the OLED Market
  • Exhibit 6-6: Important Parameters for Transparent Conductors Used for OLED Display Electrodes
  • Exhibit 6-7: Forecast of Transparent Conductive Materials Requirement in OLED Displays (Excludes OLED Lighting)
  • Exhibit 6-8: Forecast of Transparent Conductive Materials Requirement by Type in OLED (Excludes OLED Lighting)
  • Exhibit 6-9: Forecast of Transparent Conductive Materials Requirement in OLED Lighting
  • Exhibit 6- 10: Forecast of Transparent Conductive Materials by Type in OLED Lighting
  • Exhibit 6-11: Important R for Transparent Conductors Used for EPDs
  • Exhibit 6-12: Forecast of Transparent Conductive Materials Requirement in E-Paper Displays
  • Exhibit 6-13: Forecast of Transparent Conductive Materials by Type in E-Paper Displays
  • Exhibit 6-14: Important Requirements for Transparent Conductors Used for LCD Displays
  • Exhibit 6-15: Forecast of Transparent Conductive Materials Requirement in Flat-Panel Displays (LCD and PDP)
  • Exhibit 6-16: Forecast of Transparent Conductive Materials by Type in LCDs and PDPs
  • Exhibit 6-17: Important Parameters for Transparent Conductors Used for Plasma Displays
  • Exhibit 6-18: Flexibility of Transparent Conductive Material Types
  • Exhibit 6-19: Selected Flexible Display Frontplane Technologies
  • Exhibit 6-20: Potential Opportunities for non-ITO Transparent Conductors in the Flexible Display Market
  • Exhibit 6-21: Important Parameters for Transparent Conductors Used for PV Electrodes
  • Exhibit 6-22: Forecast of Transparent Conductive Materials Requirement in Thin-Film Photovoltaics
  • Exhibit 6-23: Forecast of Transparent Conductive Materials by Type in Thin-Film Photovoltaics
  • Exhibit 6-24: Forecast of Transparent Conductive Materials Requirement in OPV/DSC
  • Exhibit 6-25: Forecast of Transparent Conductive Materials by Type in OPV/DSC
  • Exhibit 6-26: Forecast of Transparent Conductive Materials by Type in Antistatic Coatings
  • Exhibit 6-27: Forecast of Transparent Conductive Materials by Type in Electromagnetic Shielding
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