市場調査レポート

OLED(有機EL)照明素材市場:2012年

OLED Lighting Materials Markets 2012

発行 n-tech Research, a NanoMarkets company 商品コード 219262
出版日 ページ情報 英文 83 Pages
納期: 即日から翌営業日
価格
こちらの商品の販売は終了いたしました。
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OLED(有機EL)照明素材市場:2012年 OLED Lighting Materials Markets 2012
出版日: 2011年11月07日 ページ情報: 英文 83 Pages

当商品の販売は、2016年09月10日を持ちまして終了しました。

概要

OLED(有機EL)照明産業は、過去2年間で大幅に躍進しました。初めて消費者向けにOLED照明器具は発売されるようになり、OLED事業への新たな企業の参入が相次いでいます。しかし、OLED照明の生産は、依然として少数のパイロット生産ラインに集中しており、その将来性は不透明です。それでも、これらの先駆的な施設は、今後数年間およびそれ以降に使われる素材を形作りつつあります。そして、これらの初期的なOLED照明製造工場に、比較的少量のOLED素材を供給している企業各社は、10年後には素材市場におけるリーダーとして台頭してくる可能性があります。長期的には、OLED照明はOLED素材が対応できる最大の市場になるとNanoMarketsは考えていますが、OLED素材市場がこのレベルに達するまでにはまだ先は長いとも考えています。

当レポートでは、OLED(有機EL)照明素材市場の動向について調査分析し、現行および潜在的な主要ユーザー企業の動向を分析してまとめるとともに、OLED照明の出荷量、素材タイプ別の各層向けOLED照明素材需要、およびOLED照明用基板の7カ年予測を提示するなど、概略以下の構成でお届けします。

エグゼクティブサマリー

  • OLED照明素材サプライヤーにとっての今後18ヶ月の見通し
  • 2010年以降のOLED照明素材事業における変化
  • 製造工程を考慮したOLE照明素材サプライヤーの機会
  • OLED照明素材業界における投資および提携の機会
  • OLED素材分野におけるIPの役割:UDCは素材サプライヤーとしての優勢を維持するのか
  • 地域的考察
  • 製造機器事業にとっての機会
  • OLED照明素材の7カ年予測のサマリー

第1章 イントロダクション

  • 当レポートの背景
    • OLED照明の生産容量が素材のニーズを形成
    • OLED照明素材:リスクと不確定要素
    • OLED照明の戦いで素材企業が勝利を収め得る方法
  • 当レポートの目標と調査範囲
  • 当レポートの調査手法と情報源
  • 当レポートの構成

第2章 OLED照明素材の主要な(現行および潜在的な)ユーザー

  • AU Optronics(AUO、台湾):市場参入が予想される台湾企業
    • AUOは照明において、ディスプレイと同じ素材とサプライヤーを活用するのか
  • GE(米国)とそのR2R OLED照明生産ライン
    • GE/DuPontのアライアンスとそれ以降
    • GEのOLED照明部門による小分子のソリューションプロセスもしくはR2Rカプセル化に関する意見
  • カネカ(日本):OLED市場にどのように関与し、どの素材を利用する可能性が高いのか
  • コニカミノルタ(日本)
    • 予想されるサプライヤーおよび素材
  • LG Chem(韓国)とOLED照明におけるその将来性
    • LGが利用するサプライヤーおよび素材
  • ルミオテック(日本):確立された事業関係を持つ初期参入企業
    • ルミオテックが利用するサプライヤーおよび素材
  • Moser Baer Technologies(インド/米国)
    • OLED照明分野におけるUDCの試験台
  • NECライティング(日本)
    • NECライティングが使う可能性の高い素材
  • Osram(ドイツ):OLED照明における主要な初期参入企業
    • Osramが使う可能性の高い素材サプライヤーおよび素材
  • パナソニック出光OLED照明(日本)
    • 出光興産の役割
    • その他のサプライヤー
  • Philips(オランダ):OLED照明の先駆的企業
    • 現在利用しているOLED素材およびサプライヤー
    • Philipsが使っているOLED照明素材の発展
  • パイオニア(日本):史上初のOLEDサプライヤーが照明事業に参入
    • 素材サプライヤーとしての三菱の役割
    • その他のサプライヤー
  • Samsung(韓国):OLEDディスプレイの支配者
    • 素材およびサプライヤーの選定におけるOLEDディスプレイにおけるSamsungの支配的地位の影響
  • Visionox(中国)
    • VisionoxのOLED照明製品用素材サプライヤー
  • その他の潜在的に重要なOLED照明企業

第3章 OLED照明素材の8カ年市場予測

  • 予測手法および素材の内容に関する前提条件
    • 素材の内容に基づいた予測
    • 前回のレポートからの前提条件および手法における変化
    • OLED積層構造に関する前提条件
    • 素材価格の前提条件
  • OLED照明出荷の7カ年予測
  • 各層向けOLED照明素材需要の7カ年予測(素材タイプ別)
    • 陰極素材
    • EML(発光層)素材
    • ETL(電子輸送層)素材
    • HTL(正孔輸送層)/EBL(電子ブロッキング層)素材
    • HIL(正孔注入層)素材
    • 陽極素材
    • カプセル化素材:ガラスが主流
  • OLED照明用基板の7カ年予測
    • ガラス基板
    • プラスチック
    • OLED照明用基板としての金属箔
    • OLED照明用基板市場のサマリー
  • OLED照明素材の7カ年予測のサマリー
    • OLED照明における各層別機能性有機素材の予測のサマリー
    • 小分子OLED照明素材の発生:ソリューションプロセス vs 蒸着素材、ならびに小分子 vs ポリマー
    • 各層別OLED照明素材の7カ年予測の総合的サマリー
  • 代替シナリオ:OLED照明の一般照明市場における普及が最低水準となり、高級照明に追いやられた場合の素材への影響

当レポートで使用されている頭字語および略語

著者について

図表

目次
Product Code: NAN-433

Abstract

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.

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 Materials

Chapter 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 Report

Chapter 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 Firms

Chapter 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 Lighting

Acronyms and Abbreviations Used in This Report

About the Author

List 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
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