Indium Tin Oxide and Alternative Transparent Conductor Markets

Table of Contents

Executive Summary

• E.1 Opportunity Analysis
  • E.1.1 The State of the ITO Market
  • E.1.2 ITO Classic
  • E.1.3 Variations on an ITO Theme: ITO Inks and Nanoparticles
  • E.1.4 Alternatives to ITO: TCOs, Polymers and Nanomaterials
  • E.1.5 Impact on End User Markets: Displays, Lighting and PV
• E.2 Key Firms to Watch
• E.3 Summary of Market Forecasts

Chapter One: Introduction

• 1.1 Background to this Report: ITO in a Time of Deflation
• 1.2 Drivers for ITO Replacement: Flexible and Touch Screens, PV and Lighting
• 1.3 ITO Alternatives: TCOs, Polymers and Nanomaterials
• 1.4 Objective and Scope of this Report
• 1.5 Methodology of this Report
• 1.6 Plan of this Report

Chapter Two: ITO and its Alternatives

• 2.1 Introduction
• 2.2 ITO Classic
  • 2.2.1 Extraction and Pricing of Indium: 2009 and Beyond
  • 2.2.2 Indium and Reclamation of ITO
  • 2.2.3 The ITO Business
• 2.3 Printed ITO, Sol-Gel and Other Manufacturing Innovations
• 2.4 The TCO Zoo
  • 2.4.1 ITO, Dopants and Silver
  • 2.4.2 Zinc Oxide as TCO
  • 2.4.3 Tin Oxide as TCO
• 2.5 PEDOT as ITO Replacement
  • 2.5.1 Advantages and Applications of PEDOT as an ITO Replacement
  • 2.5.2 PEDOT, Printing and ITO
  • 2.5.3 Disadvantages of PEDOT as an ITO Replacement
• 2.6 Transparent Conductors and Carbon Nanotubes
  • 2.6.1 CNT Coatings as an ITO Replacement
  • 2.6.2 Research Directions and Likely Improvements in CNT Coatings
  • 2.6.3 Eikos
  • 2.6.4 Unidym
  • 2.6.5 Regroupement quebecois sur les materiaux de pointe (RQMP)
• 2.7 Other Nanomaterial Approaches to Transparent Conductors
  • 2.7.1 Cambrios
  • 2.7.2 Sony
  • 2.7.3 University of Michigan
• 2.8 Key Points from this Chapter

Chapter Three: Applications for ITO and its Replacements

• 3.1 Introduction
• 3.2 Conventional LCD Displays: Will ITO Ever Disappear?
• 3.3 Touch Screen Displays
  • 3.3.1 ITO and Resistive Touch Screens
  • 3.3.2 ITO and Conductive Touch Screens
• 3.4 Flexible Displays
• 3.5 Photovoltaics and ITO
• 3.6 Lighting
  • 3.6.1. OLED Lighting and ITO
  • 3.6.2 EL Lighting
• 3.7 Applications for ITO in Conductive and Optical Coatings
• 3.8 Key Points in this Chapter

Chapter Four: Market Forecasts

• 4.1 Forecasting Methodology
  • 4.1.1 What We Have Forecast and Why
  • 4.1.2 Expected Impact of the Financial Meltdown on ITO and Related Markets
  • 4.1.3 Alternative Scenarios
• 4.2 Some Notes on Pricing
  • 4.2.1 Basic ITO Products
  • 4.2.2 ITO-Coated Substrates and ITO Inks
  • 4.2.3 ITO-Replacement Products
• 4.3 Forecast of Basic ITO Sales by Geographical Region
• 4.4 Forecasts by Application
  • 4.4.1 Rigid LCDs and Other FPD Displays
  • 4.4.2 Touch-Screen Displays
  • 4.4.3 Flexible Displays
  • 4.4.4 EL and OLED Lighting
  • 4.4.5 Photovoltaics Market
  • 4.4.6 Other Coatings
• 4.5 Summary of Forecasts of ITO and ITO Replacements