Organic Electronics: A Market & Technology Assessment

Table of Contents

Executive Summary

• E.1 Organic Electronics: Old and New
• E.2 Opportunities in OLED Displays and Lighting
  • E.2.1 OLED Firms to Watch
• E.3 Opportunities in Organic Backplanes
  • E.3.1 Organic Backplane Firms to Watch
• E.4 Opportunities in Organic RFID
  • E.4.1 Organic RFID Firms to Watch
• E.5 Opportunities in Organic Photovoltaics
  • E.5.1 Organic PV Firms to Watch
• E.6 Other Opportunities in Organic Electronics
  • E.6.1 Still in the Lab
  • E.6.2 Toys, Greeting Cards, and Other Disposable Electronics
• E.7 Opportunities and Challenges for Organic Materials
  • E.7.1 Factors Pushing Down the Price of Organic Materials
  • E.7.2 New OE Materials
• E.8 Alliances and Investments
• E.9 Summary of Eight-Year Projections of the OE Market

Chapter One: Introduction

• 1.1 Objectives of this Report
• 1.2 Scope of this Report
• 1.3 Methodology of this Report
• 1.4 Plan of this Report

Chapter Two: Technology Assessment of Organic Electronics

• 2.1 Organic Electronics: Current State of Technology
  • 2.1.1 Organic Transistors
  • 2.1.2 OLEDs
  • 2.1.3 Organic Photovoltaics
• 2.2 Materials for Organic Electronics
  • 2.2.1 The Small Molecule Paradigm
  • 2.2.2 Polymer Electronics
  • 2.2.3 Oligomers
  • 2.2.4 Hybrid Materials
  • 2.2.5 Flexible Substrates
• 2.3 Production Processes for Organic Electronics
  • 2.3.1 Ink-Jet and Organic Electronics
  • 2.3.2 Can Small Molecules be Printed?
  • 2.3.3 Current Manufacturing Processes for Small-Molecule Electronics
  • 2.3.4 Organic Electronics and Other Types of Production Technology
• 2.4 Organic Electronics and Molecular Electronics

Chapter Three: Applications, Markets and Opportunities

• 3.1 Advantages of OE
• 3.2 The OE Value Chain
• 3.3 The Future of OLED Displays
  • 3.3.1 OLEDs and the State of the Display Industry
  • 3.3.2 Markets, Prices and the Revenue Challenge for OLED Displays
  • 3.3.3 OLEDs and Mobile Displays
  • 3.3.4 OLEDs and the Television Market
  • 3.3.5 OLEDs, the Computer Market and Flexible Displays
  • 3.3.6 OLEDs and Signage
  • 3.3.7 Evolution and Structure of the OLED Display industry
  • 3.3.8 Current Costs and Capacity for OLED Production Facilities
• 3.4 OLED Lighting: Can OLEDs Compete with HB-LEDs?
  • 3.4.1 Potential Applications for OLED Lighting
  • 3.4.2 Hidden Market Drivers for OLED Lighting
  • 3.4.3 Technology and Market Requirements for OLED Lighting
  • 3.4.4 Activities of Leading Firms in OLED Lighting
• 3.5 Organic Photovoltaics Markets
  • 3.5.1 Markets for Organic Thin-Film PV
  • 3.5.2 Firms Active in the OPV Business
• 3.6 Other Optical Products Using OE
  • 3.6.1 Electrochromic and Other Small Displays
  • 3.6.2 Organics-Based Optoelectronic Devices
• 3.7 Organic Backplanes for LCD, OLED and E-Paper Displays
  • 3.7.1 OTFT Backplane Markets
  • 3.7.2 Competing Technologies: a-Si and LTPS
  • 3.7.3 Firms Active in the OTFT Backplane Space
  • 3.7.4 Current Costs and Capacity for OTFT Backplane Production Facilities
• 3.8 Organic RFIDs
  • 3.8.1 Uses of RFID
  • 3.8.2 Market Penetration of RFIDs
  • 3.8.3 OE + RFID = ?
  • 3.8.4 A Roadmap for Organic RFIDs
  • 3.8.5 Firms to Watch and Organic RFIDs
• 3.9 Organic Sensor Markets and Niches
  • 3.9.1 Technical Aspects of Organic Sensors
  • 3.9.2 Types of Organic Sensors
• 3.10 Toys, Games and Other Disposable Electronics
  • 3.10.1 Could the Novelty Business Jump Start OE?
• 3.11 Organic Memories
  • 3.11.1 Materials for Organic Memories
  • 3.11.2 Markets for Organic Memories
• 3.12 OE and Batteries

Chapter Four: Market Forecasts

• 4.1 Forecasting Philosophy
  • 4.1.1 Methodology
  • 4.1.2 How Much Confidence Should You Have in These Forecasts?
  • 4.1.3 Alternative Scenarios
• 4.2 OLED Display Markets
• 4.3 OLED Signage
• 4.4 OLED and Other Organic Lighting
• 4.5 Organic Backplanes
• 4.6 Organic Sensor Markets
• 4.7 Organic RFIDs
• 4.8 Organic Photovoltaics
• 4.9 Organic Memory Markets
• 4.10 Toys, Games and Other Markets
• 4.11 Summary of Forecasts
• Acronyms and Abbreviations Used in this Report
• About the Author

List of Exhibits

• Exhibit E-1: Emerging Opportunities for OLEDs
• Exhibit E-2: Activities of Selected Major Firms in the OE Market Through Strategic Investment and Partnerships
• Exhibit E-3: Summary of Eight-Year Revenue Projections for Organic Electronics Markets
• Exhibit 2-1: Current Lifetimes of OLEDs
• Exhibit 2-2: Photovoltaic Conversion Efficiencies by Material
• Exhibit 2-3: Characteristics of OE Materials
• Exhibit 2-4: Organic Electronics: How Materials and Production Technologies are Matched
• Exhibit 2-5: The Fabrication of Polymer ICs at PolyIC
• Exhibit 2-6: OVPD versus Thermal Evaporation
• Exhibit 3-1: Inherent Advantages of Organic Electronics
• Exhibit 3-2: Performance Requirements for an Mobile Phone Display
• Exhibit 3-3: Will Flexible OLED Displays Catch On?
• Exhibit 3-4: OLED Display Makers by Technology
• Exhibit 3-5: Selected Firms Supplying the OLED Industry
• Exhibit 3-6: OLED Lighting Achievements
• Exhibit 3-7: Organic PV Firms
• Exhibit 3-8: Advantages of Polymer Over Inorganic Materials in Optoelectronics
• Exhibit 3-9: A Roadmap for Organic RFIDs
• Exhibit 3-10: Organic Materials Used in Memory Applications
• Exhibit 4-1: Forecasting Assumptions for OLED Television Markets
• Exhibit 4-2: Summary of Forecasts of OLED Televisions: 2006-2014
• Exhibit 4-3: Forecasting Assumptions for OLED Computer Markets
• Exhibit 4-4: Forecasts of OLED Displays for Computers: 2006-2014
• Exhibit 4-5: Forecasting Assumptions for OLED Cell Phone/Handheld Markets
• Exhibit 4-6: Forecasts of OLED Displays for Handheld Devices: 2006-2014
• Exhibit 4-7: Forecasting Assumptions for OLED Signage
• Exhibit 4-8: OLED Displays for Advertising and Signage: 2006-2014 ($ Millions)
• Exhibit 4-9: Forecasting Assumptions for OLED and Other Organic Lighting
• Exhibit 4-10: Forecasts of OLED and Other Organic Lighting Markets ($ Millions)
• Exhibit 4-11: Forecasting Assumptions for Organic Backplanes
• Exhibit 4-12: Forecasts of Organic Backplanes: 2007-2014
• Exhibit 4-13: Forecasting Assumptions for Organic Sensors Markets
• Exhibit 4-14: Forecasts of Organic Sensor Markets: 2007-2014 ($ Millions)
• Exhibit 4-15: Forecasting Assumptions for Organic RFID Markets
• Exhibit 4-16: Forecasts of Organic RFID Markets: 2007-2014
• Exhibit 4-17: Forecasting Assumptions for Organic PV Markets
• Exhibit 4-18: Forecasts of Organic Photovoltaics Markets: 2007-2014
• Exhibit 4-19: Forecasting Assumptions for Organic Memory Markets
• Exhibit 4-20: Forecasts of Organic Memory Markets ($ Millions)
• Exhibit 4-21: Summary of Organic Electronics Forecasts: 2007-2014 ($ Millions)