The Future of ITO: Transparent Conductor & ITO Replacement Markets

Table of Contents

Executive Summary

• E.1 Opportunity analysis
  • E.1.1 ITO inks and pastes
  • E.1.2 ITO hybrids
  • E.1.3 How will substitutes for ITO get accepted in the market?
• E.2 Implications for the display industry, photovoltaics and other end user segments
• E.3 Key firms to watch
• E.4 Summary of market forecasts

Chapter One: Introduction

• 1.1 Background to this report
• 1.2 Objective and scope of this report
• 1.3 Methodology of this report
• 1.4 Plan of this report

Chapter Two: ITO and its Alternatives

• 2.1 Introduction
• 2.2 ITO classic
• 2.3 The trouble with ITO
  • 2.3.1 Cost trends
  • 2.3.2 Availability of Indium
  • 2.3.3 Lack of flexibility
• 2.4 Current and future manufacturing processes for classic ITO
• 2.5 Printed ITO
  • 2.5.1 Potential advantages of printed ITO
  • 2.5.2 Currently available ITO inks, pastes and powders
  • 2.5.3 Current R&D on ITO inks and likely commercialization efforts
  • 2.5.4 Why hasn' t printed ITO happened yet?
• 2.5 ITO "mixtures"
  • 2.5.1 ITO + silver
  • 2.5.2 ITO + carbon nanotubes
• 2.6 PEDOT as an alternative to ITO
  • 2.6.1 Advantages and disadvantages of ITO as a replacement for ITO
  • 2.6.2 Manufacturing alternatives for PEDOT
• 2.7 Other metal oxides as an alternative to ITO
  • 2.7.1 Aluminum-doped zinc oxide
  • 2.7.2 Indium oxide
  • 2.7.3 Tin oxide and antinomy tin oxide
  • 2.7.4 Metal oxide inks
• 2.8 Carbon nanotube coatings
  • 2.8.1 Advantages and disadvantages of carbon nanotube coatings as a replacement for ITO
  • 2.8.2 Emerging standards for carbon nanotubes in electronics
  • 2.8.3 Current and emerging formulations
  • 2.8.4 Carbon nanotube inks

Chapter Three Applications for ITO

• 3.1 Introduction
• 3.2 Displays
  • 3.2.1 Opportunities for printed ITO
  • 3.2.2 Opportunities for ITO alternatives
• 3.3 Photovoltaics
  • 3.3.1 Opportunities for printed ITO
  • 3.3.2 Opportunities for ITO alternatives
• 3.4 Lighting
  • 3.4.1 Opportunities for printed ITO
  • 3.4.2 Opportunities for ITO alternatives
• 3.5 Other Applications and Opportunities for Novel ITO Formulations and Replacements
  • 3.5.1 Antistatic coatings
  • 3.5.2 Optical coatings
  • 3.5.3 EMI Shielding
  • 3.5.4 Sensors
  • 3.5.5 Heaters
  • 3.5.6 Lasers

Chapter Four Eight-Year Market Forecasts

• 4.1 Forecasting methodology
• 4.2 Forecast of ITO Inks and ITO hybrid materials by application
• 4.3 Forecast of ITO replacements by type of material, manufacturing method and application
• 4.4 Summary of forecasts