Summary
Unique new report giving the big picture
This report includes forecasts of markets by geographical region, component, organics versus inorganic, flexible/conformal and many other parameters. Realistic timescales and the emergence of new products are given, as are impediments and opportunities for the years to come. Statistics for activity in East Asia is given. What will be the split between organic, inorganic and composite solutions by year? It is all here, with activities of over 600 companies listed.
2008 to 2028 market size
We expect the spend on printed and thin film electronics beyond conventional silicon to be $1.58 Billion this year. The majority of this is for OLED display panels ($0.69 Billion) which is the value of the panel and not the final device. Virtually all of this is non printed and on glass. Second largest by value is photovoltaics (PV) beyond conventional crystalline and amorphous silicon, accounting for $0.4 Billion. This is not organic PV however, which is still some time away from commercialization, but inorganic technologies such as CIGS and CdTe devices. For example, First Solar has an order book exceeding $2 Billion for CdTe PV devices which they will be delivering over several years. Third largest is not a specific product, but a value for inks for $0.21 Billion, which are used for multiple different applications such as interconnects for switches, membrane keyboards, windscreen heaters. We give the ink value only here rather than the value of the product because the products are so diverse in scope. Then we have the market for sensors, at $0.11 Billion, which are printed sensors used for glucose meters-approximately 2.2 billion are sold each year. $50 Million will be spend on electroluminescent displays and $48 Million on electrophoretic displays (the value of the front plane of the display itself rather than the end device).
On the other hand, we see the market for logic and memory beyond conventional silicon to be just $10 Million this year-and virtually all of that is Most comprehensive quantative assessment of the industry
This report provides the most comprehensive view of the topic, giving detailed ten year forecasts by device type and a 20 year outlook. The market is analyzed by territory, printed vs non printed, rigid vs flexible, inorganic vs organic, cost of materials vs process cost and much more, with over 200 tables and figures. Activities of over 700 leading companies are given.
The report specifically addresses the big picture-including all thin film photovoltaics, relevant display technologies and much more. Importantly, it includes not only electronics which are printed, organic and/or flexible now, but it also covers those that will be. Realistic timescales, case studies, existing products and the emergence of new products are given, as are impediments and opportunities for the years to come. It is all here.
2009 to 2029 market size
The market for printed and potentially printed electronics, including organics, inorganics and composites, will rise from $1.92 billion in 2009 to $57.16 billion in 2019. The majority of the market in 2009-71%-is for electronics which are relatively mature-conductive inks (for membrane keyboards, Printed Circuit Boards (PCBs), flex connectors, membrane keyboards), sensors (e.g. disposable blood glucose sensors for those with diabetes) and Organic Light Emitting Displays (OLEDs) which are on glass substrates and not printed as yet. These three products will be overtaken in terms of market value as hundreds of companies develop, for example, OLEDs on flexible substrates which are printed, Thin Film Transistor Circuits (TFTCs) etc.
Photovoltaics such as CIGS account for a market of $0.41 Billion in 2009, but even this is not the full picture. CdTe and aSi photovoltaics, which are not printed today and are not included in the above figures, are now a substantial markets and both have been demonstrated to be printed and/or flexible. Over the coming years they will also make an impact in this topic. In 2009, those two technologies result in $2.8 Billion of sales and in this report we look at their future impact in printed electronics too. We bring you the big picture.
$80 million will be spent on e-paper displays and $60 million on electroluminescent displays. On the other hand, most effort is going into technologies that are barely commercial today. For example, over 500 companies are developing thin film transistor circuits, and revenues this year will be only $10 million. Most of these companies are working on organic semiconductors but that is changing-printed inorganic semiconductors have leapfrogged organics in terms of performance.
In particular, the following components are addressed, and for each one twenty year forecasts are given, along with companies and their activities, case studies, impediments to commercialization and timescales.
Logic
Memory
OLED display
OLED light
Electrophoretic display
Electrochromic display
Electroluminescent display
Other displays
Batteries
Photovoltaics
This report provides the most comprehensive view of the topic, giving detailed ten year forecasts by device type. The market is analyzed by territory, printed vs non printed, rigid vs flexible, inorganic vs organic, cost of materials vs process cost and much more, with over 200 tables and figures. Activities of over 1000 leading companies are given.
The report specifically addresses the big picture-including all thin film photovoltaics, relevant display technologies and much more. Importantly, it includes not only electronics which are printed, organic and/or flexible now, but it also covers those that will be. Realistic timescales, case studies, existing products and the emergence of new products are given, as are impediments and opportunities for the years to come.
Over 3,000 organizations are pursuing printed, organic, flexible electronics, including printing, electronics, materials and packaging companies. While some of these technologies are in use now, with substantial growth in thin film photovoltaics for example, others such as thin film transistors, developed by over 500 organizations, are only becoming commercially available now. The benefits of these new electronics are numerous-ranging from lower cost, improved performance, flexibility, transparency, reliability, better environmental credentials and much more. Many of the applications will be newly created, and where existing electronic and electrical products are impacted, the extent will be varied. This widely referenced report brings it all together, with particular focus on applications and quantative assessment of opportunities.
2010 to 2020 Market Size
We find that the market for printed and thin film electronics will be $1.92 Billion in 2010. 43% of that will be predominately organic electronics-such as OLED display modules. Of the total market in 2010, 35% will be printed. Initially photovoltaics, OLED and e-paper displays grow rapidly, followed by thin film transistor circuits, sensors and batteries. By 2020 the market will be worth $55.1 Billion, with 71% printed and 60% on flexible substrates.
However, the topic is even bigger than this with some conventional electronics such as conventional aSi Photovoltaics now migrating to being printed, to reduce cost, be available on flexible substrates and in larger areas. In addition to the above, forecasts for such markets are given, as is progress to print them.
Lessons, Successes and Opportunities
The report covers case studies of where printed electronics has been used, why and the results. It looks at new products that are imminently emerging and their prospects for success. The technical barriers and commercial barriers are listed and prioritised, as well as progress to overcome these.
In particular, the following components are addressed, and for each one ten year forecasts are given, along with companies and their activities, case studies, impediments to commercialization and timescales:
Logic and memory
OLED displays
OLED lighting
Electrophoretic displays
Electrochromic displays
Electroluminescent displays
Other displays
Batteries
Photovoltaics
Sensors
Conductors
Other
If you are looking to understand the big picture, the opportunity, the problems you can address, or how you can start to use these technologies and the implications involved, this report is a must. Researched by multilingual consultants based in four countries and three continents, this report builds on ten years of knowledge of the industry.
Table of Contents
EXECUTIVE SUMMARY AND CONCLUSIONS
1. INTRODUCTION
1.2. Twenty year forecasts of unusual breadth
1.3. Terminology and definitions
1.4. Scope for printed electronics and electrics
1.5. There is a bigger picture
1.6. Printed electronics products today
1.6.1. New technologies, more opportunity
1.6.2. With or without a silicon chip
1.6.3. Highest volume products with no silicon chip
1.6.4. Printed electronics with silicon chips
1.6.5. Electronic apparel
1.6.6. Display and lighting
1.6.7. Photovoltaic power by the mile
1.6.8. Stretchable electronic products for sale
1.6.9. A view from Toppan Forms
1.7. Displays are the main sector for now
1.8. Photovoltaics beyond conventional silicon are the second largest market
1.9. How printed electronics is being applied
1.10. Surprisingly poor progress with low cost electronics so far
1.11. Threat-silicon chips keep getting cheaper
1.12. Printed electronics for smart packaging
1.13. Driving forces for disposable electronics
1.14. Balance of reporting on printed and organic electronics
1.15. Inorganic patterning shows the way
1.16. Great uncertainty
1.17. Challenging conventional electronics
1.18. Flexible is a Big Market
1.19. Assumptions for our forecasts
1.20. Despite recession, finance for printed electronics is not drying up
2. LOGIC AND MEMORY
2.1. Logic and Memory Market Forecasts 2010-2020
2.1.1. Logic and memory forecasts 2010-2020
2.2. Impact on silicon
2.3. Transistor design
2.3.2. New TFT geometry
2.3.3. Advantages of printed and thin film transistors and memory vs traditional silicon
2.3.4. The main options for the printed semiconductor
2.3.5. Benefits and applications envisaged for TFTCs in general
2.3.6. Development path
2.3.7. Obtaining higher frequency performance
2.3.8. Shakeout of organic transistor developers
2.3.9. Breakthrough in printed inorganic performance in from Kovio
2.3.10. NanoGram
2.3.11. Progress towards p-type metal oxide semiconductors
2.3.12. Do organic transistors have a future?
2.3.13. 3D printed silicon transistors-Japan
2.3.14. Choice of printing technologies
2.3.15. Company strategy and value chain
2.4. Memory
2.5. Flexible Memristor
2.6. RFID
2.6.1. Market for RFID
2.6.2. Ultimate potential for highest volume RFID
2.6.3. Penetration of chipless/printed RFID
3. DISPLAYS
3.1. Market drivers
3.2. OLEDs as displays for electronic products
3.2.2. Developers of OLEDs
3.2.3. Mobile phones and OLEDs
3.2.4. Digital Cameras and OLEDs
3.2.5. Audio/Visual players and OLEDs
3.2.6. TV sets and OLEDs
3.2.7. OLED market forecasts 2010-2020
3.2.8. Impediments to OLED adoption
3.2.9. Unmet technical needs for OLEDs
3.3. Electrophoretic
3.3.2. Applications of E-paper displays
3.3.3. The Killer Application
3.3.4. Electrophoretic displays market forecasts 2010-2020
3.4. Electrochromic
3.4.2. Electrochromic displays market forecasts 2010-2020
3.5. AC Electroluminescent
3.5.1. Applications
3.5.2. Electroluminescent displays market forecasts 2010 2020
3.6. Other display technologies
3.6.1. Thermochromic
3.6.2. Electrowetting displays
3.6.3. Liquavista, The Netherlands
3.6.4. ITRI, Taiwan and PVI, Taiwan
3.6.5. Electrochemical displays on paper
3.6.6. Flexible LCDs
3.6.7. Kent Displays
3.6.8. Other displays market size 2010-2020
4. LIGHTING
4.1. Significance of lighting and challenges
4.2. Comparisons of lighting technologies
4.3. General illumination market
4.4. Lighting forecasts 2010-2020
4.5. Value Chain and examples of OLED lighting
4.6. AC electroluminescent lighting
4.7. LEDs
5. POWER: PHOTOVOLTAICS AND BATTERIES
5.1. Photovoltaics
5.1.1. Thin film Photovoltaics
5.1.2. Comparison of technologies
5.1.3. Solar cell production by company
5.1.4. Trends by territory
5.1.5. Parameters for comparing Photovoltaic technologies
5.2. Photovoltaics Forecasts
5.2.1. Forecast analysis
5.2.2. Photovoltaic subsidies-should more be given?
5.2.3. The need for storage
5.2.4. Installation of photovoltaics
5.2.5. Hope for silicon photovoltaics to reach grid price parity
5.2.6. Strategies of market entry for new, potentially cheaper technologies
5.2.7. Photovoltaics in 2009/2010 after the mid 2008 peak
5.3. Batteries
5.3.1. Importance of laminar batteries
5.3.2. Button batteries vs laminar batteries
5.3.3. Choices of laminar battery
5.3.4. Applications of laminar batteries
5.3.5. Infinite Power Solutions
5.3.6. Solicore, USA
5.3.7. Power Paper
5.3.8. Blue Spark
5.3.9. VoltaFlex
5.3.10. Enfucell
5.4. Printed batteries forecasts 2010-2020
5.4.2. Laminar batteries-missing the big opportunity?
5.5. Fuel cells
6. SENSORS AND OTHER ELECTRONIC COMPONENTS
6.1. General situation and examples
6.2. Photodetector arrays
6.2.1. Printed flexible scanners
6.3. Touch screens
6.4. Successes and failures
6.5. Sensor Forecasts 2010-2020
7. MARKET BY TERRITORY, COMPONENTS, MATERIALS, OPPORTUNITIES
7.1. Market by territory
7.1.1. Number of active organisations globally in this field
7.1.2. Geographical split 2010-2020
7.1.3. Giant corporations of the world and their progress with printed electronics
7.2. The total market opportunity by component
7.3. Organic versus Inorganic
7.4. Printed versus non printed electronics
7.5. Flexible/conformal versus rigid electronics
7.6. Market forecasts for materials 2010-2020
7.7. Impact of printed electronics on conventional markets
7.7.2. Impact on end-use markets
7.7.3. Potential markets
7.8. Printed electronics: fundraising, investors, list of companies
7.8.1. Printed Electronics Commercial Fund Raising Activities
7.8.2. Printed Electronics Government Funded Activities
8. UNMET NEEDS, OPPORTUNITIES AND PROGRESS
8.1. Statistics for materials running out
8.1.1. Indium
8.1.2. Rare Earths
8.1.3. Escape Routes
8.1.4. Selenium
8.1.5. Quantum dots, carbon nanotubes, common compounds
8.1.6. Material supply and sustainability of thin film CIGS and CdTe Photovoltaics
8.2. Low temperature processes/curing
8.2.1. New ink formulations
8.2.2. Breakthrough in metal ink cure from Novacentrix: room temperature on cheap substrates
8.2.3. New Copper ink
8.3. Backplane transistor arrays hold up AMOLED market penetration
8.4. Need for better flexible, transparent, low cost barriers
8.5. Lack of standardised benchmarking
8.6. Urgent need for creative product design
9. COMPANY PROFILES
9.1.1. ACREO
9.1.2. Asahi Kasei
9.1.3. Asahi Glass
9.1.4. BASF
9.1.5. DaiNippon Printing
9.1.6. Evonik
9.1.7. Fujifilm Dimatix
9.1.8. G24i
9.1.9. HC Starck
9.1.10. Hewlett Packard
9.1.11. Holst Centre
9.1.12. InkTec
9.1.13. ITRI Taiwan
9.1.14. Konarka
9.1.15. Kovio Inc
9.1.16. Merck Chemicals
9.1.17. National Information Society Agency
9.1.18. Optomec
9.1.19. Organic ID
9.1.20. Philips
9.1.21. Plastic E Print
9.1.22. Plastic Logic
9.1.23. Plextronics
9.1.24. PolyIC
9.1.25. PVI
9.1.26. Samsung
9.1.27. Semiconductor Energy Laboratory
9.1.28. Seiko Epson
9.1.29. Soligie
9.1.30. Thin Film Electronics
9.1.31. Toppan Forms
9.1.32. Toppan Printing
9.1.33. University of Tokyo
9.1.34. Waseda University
9.1.35. Other players in this value chain
APPENDIX 1: MATRIX OF PRINTED ELECTRONICS SUPPLIERS AND ACTIVITIES
APPENDIX 2: PUBLICATIONS AND CONSULTANCY
TABLES
1.3. Some of today's disposable electronics and why inorganic technology is needed to make it more saleable and useful
1.4. Some of the technical constraints of printed electronics and the exciting recent history of breakthroughs that give credibility to more being overcome in the next few years
1.5. Primary assumptions of organic electronics in full production 2010 to 2020
2.1. Global market for printed electronics logic and memory 2010-2020 in billions of dollars, with % printed and % flexible
2.2. Scope for printed TFTCs to create new markets or replace silicon chips
2.3. Advantages of printed and thin film transistors and memory vs traditional silicon
2.4. Comparison of some of the main options for the semiconductors in printed and potentially printed transistors
2.5. Envisaged benefits of TFTCs in RFID and other low-cost applications when compared with envisaged silicon chips
2.6. Typical carrier mobility in different potential TFTC semiconductors (actual and envisaged) vs higher mobility silicon, not printable.
2.7. Objectives and challenges of organisations developing printed and potentially printed transistor and/ or memory circuits and/or their materials
2.8. Some of the small group of contestants for large capacity printed memory.
2.10. Total value of tags by application 2010-2020 (US Dollar Millions)
2.11. Chipless versus Chip RFID, in numbers of units (billions) (Chip includes Active RFID tags)
2.12. Market size of various chipless solutions, 2010-2020
3.1. Some new and established display technologies compared
3.2. Comparison of the features of various technologies for advertising and signage
3.3. Examples of OLED materials and displays investment until the beginning of 2009
3.4. Examples of companies developing OLEDs
3.5. Market forecasts for OLED panel displays 2010-2020
3.6. Advantages and disadvantages of electrophoretic displays
3.7. Comparison between OLEDs and E-Ink of various parameters
3.8. Electrophoretic displays market forecasts 2010-2020
3.9. Electrochromic displays market forecasts 2010-2020
3.10. Electroluminescent displays market forecasts 2010-2020
3.11. Other displays market size 2010-2020
4.1. Incandescent, fluorescent, inorganic LED and the potential performance of OLED lighting compared
4.2. Some relevant statistics in millions of units sold worldwide in 2008
4.3. Lighting forecasts 2010-2020
4.4. Sales of inorganic LED lighting 2002-2008 in billions of units
5.1. The leading photovoltaic technologies compared
5.2. Comparison of the typical power conversion technologies of different types of solar cell technologies
5.3. Efficiency and commercialization dates of laminar organic, CdTe and DSSC photovoltaics
5.4. Performance of various types of photovoltaic cell compared
5.5. Photovoltaics forecasts 2010-2020
5.6. Shapes of battery for small RFID tags advantages and disadvantages
5.7. The spectrum of choice of technologies for laminar batteries
5.8. Examples of potential sources of flexible thin film batteries
5.9. Some examples of marketing thrust for laminar batteries
5.10. Batteries forecasts 2010-2020
6.1. Examples of companies developing organic sensors and other components and their main emphasis
6.2. Sensor forecasts 2010-2020
7.1. The market for printed and potentially printed electronics by territory in $ billion
7.2. Examples of giant corporations intending to make the printed and potentially printed devices with the largest market potential, showing East Asia dominant.
7.3. Examples of giant corporations, making or intending to make materials for printed and potentially printed electronics
7.4. Most supported technology by number of organisations identified in North America, East Asia and Europe
7.5. Summary of the trends by territory
7.6. Market forecast by component type for 2010-2020 in US $ billions, for printed and potentially printed electronics including organic, inorganic and composites
7.7. Market forecasts for 2030 $ Billions
7.8. Spend on organic versus inorganic materials 2010-2020
7.9. Split of material types by component
7.10. Market value $ billions of only printed electronics 2010-2020
7.11. Market value $ billions of only flexible/conformal electronics 2010-2020
7.12. Materials market forecasts 2010-
