An Opportunity Analysis for OLED Lighting: 2009 to 2016

Table of Contents

Executive Summary

• E.1 Introduction
  • E.1.1 OLED Lighting in Recession
  • E.1.2 OLED Lighting: First Products
  • E.1.3 Decoupling OLED Lighting from the Display Industry
  • E.1.4 OLEDs vs. HB-LEDs in the Lighting Market
• E.2 Summary of Opportunities for OLED Lighting
  • E.2.1 Backlighting
  • E.2.2 General-Purpose Lighting
  • E.2.3 Architectural Lighting
  • E.2.4 Vehicular Lighting
  • E.2.5 Other Markets
• E.3 Firms to Watch in OLED Lighting
  • E.3.1 United States
  • E.3.2 Europe
  • E.3.3 Asia
• E.4 Summary of Market Forecasts

Chapter One: Introduction

• 1.1 Background to This Report
  • 1.1.1 OLED Lighting Products in 2009: Expensive but Available
  • 1.1.2 Towards the General Illumination Market: Improving Performance and Economics
  • 1.1.3 OLED Lighting: Birth of an Industry
  • 1.1.4 Opportunities and Challenges
• 1.2 Objectives and Scope of this Report
• 1.3 Methodology of this Report
• 1.4 Plan of this Report

Chapter Two: Technology Trends and Developments

• 2.1 OLEDs vs. Other Forms of Lighting
  • 2.1.1 From OLED Displays to OLED Lighting: Reasons for the Shift?
  • 2.1.2 How Good Can OLED Lighting Be? Six Ways They Can Win in the Marketplace
  • 2.1.3 Today' s Options: Incandescent Lights
  • 2.1.4 OLEDs and HB-LEDs
  • 2.1.5 OLEDs and EL
  • 2.1.6 OLEDs and Lighting Options of the Future: FEDs, Quantum Dots and So On
• 2.2 Market Impact Assessment of Efficiency Improvements Trends
• 2.3 Market Impact Assessment of Brightness and Color Quality Trends
• 2.4 OLED Lifetimes, Markets and Total Cost of Ownership
• 2.5 Market Impact on Lighting of New Developments in Materials
  • 2.5.1 Light-Emitting Material Trends
  • 2.5.2 How Much Will the OLED Market Benefit from New Encapsulation Materials?
  • 2.5.3 Electrode Material Trends
• 2.6 Manufacturing Trends and their Impact on the OLED Lighting Market
  • 2.6.1 Will R2R Bring Down the Cost of OLED Lighting?
  • 2.6.2 What is the Potential for Making Lighting Flexible?
• 2.7 Key Points Made in This Chapter

Chapter Three: OLED Lighting Markets and Roadmap

• 3.1 Introduction: Early-, Middle- and Late-Stage Markets
• 3.2 OLEDs for Display Backlighting
  • 3.2.1 How Could OLEDs Compete with HB-LEDs in Backlighting?
  • 3.2.2 A Roadmap for OLED Backlighting
• 3.3 General Illumination and Architectural Lighting Opportunities for OLEDs
  • 3.3.1 OLEDs as Light Bulb Replacements
  • 3.3.2 The Grand Prize: OLEDs and the General Illumination Market
  • 3.3.3 First Products and Demos
• 3.4 Signage Applications for OLED Lighting
• 3.5 Vehicular Lighting
• 3.6 Other Lighting Applications for OLEDs
  • 3.6.1 Healthcare Lighting
  • 3.6.2 Specialized Industrial Lighting
  • 3.6.3 Novelty Applications
• 3.7 Key Points Made in this Chapter

Chapter Four: Development and Commercialization of OLED Lighting in the U.S.

• 4.1 Market and Industry Environment for OLED Lighting in the U.S.
• 4.2 Current and Future OLED Lighting Strategies of Major Players
  • 4.2.1 DuPont
  • 4.2.2 General Electric
  • 4.2.3 Kodak
  • 4.2.4 Universal Display
  • 4.2.5 Add-Vision
  • 4.2.6 Other U.S. Firms
• 4.3 Business and Funding Environment for OLED Lighting in the U.S.
  • 4.3.1 U.S. Department of Energy Support

Chapter Five: Development and Commercialization of OLED Lighting in Europe

• 5.1 Market Environment for OLED Lighting in Europe
• 5.2 Current and Future OLED Lighting Strategies of Major Players
  • 5.2.1 Novaled
  • 5.2.2 Osram/Siemens
  • 5.2.3 Philips
  • 5.2.4 Thorn Lighting
  • 5.2.5 Other European OLED Lighting Companies
• 5.3 Research Institute and Government Funded Projects
  • 5.3.1 Fraunhofer Institute
  • 5.3.2 Holst Center
  • 5.3.3 Pan European Projects and Their Likely Commercial Impact
  • 5.3.4 OLED Lighting Development Consortia in Germany
  • 5.3.5 OLED Lighting Development Consortia in the U.K.

Chapter Six: Development and Commercialization of OLED Lighting in Asia

• 6.1 Market Environment for OLED Lighting in Asia
• 6.2 Current and Future OLED Lighting Strategies of Notable Players
  • 6.2.1 Dai Nippon Printing
  • 6.2.2 Kenwood
  • 6.2.3 Konica Minolta
  • 6.2.4 Koizumi Lighting Technology
  • 6.2.5 Lumiotec
  • 6.2.6 Modistech
  • 6.2.7 NEC
  • 6.2.8 Organic Lighting
  • 6.2.9 Panasonic
  • 6.2.10 RIOE
  • 6.2.11 Rohm
  • 6.2.12 Samsung
  • 6.2.13 Sumitomo/CDT/Sumation
  • 6.2.14 Toppan Forms
  • 6.2.15 Toppan Printing
• 6.3 Asian Government-Funded Programs

Chapter Seven: Eight Year-Forecasts of OLED Lighting

• 7.1 Forecasting Methodology
  • 7.1.1 Comparison with Previous NanoMarkets Forecasts
  • 7.1.2 Pricing: Issues and Assumptions
  • 7.1.3 Penetration: Issues and Assumptions
  • 7.1.4 Sources of Information and Scope of Forecast
  • 7.1.5 How Much Confidence Should You Have in These Forecasts?
• 7.2 Backlighting
• 7.3 General-Purpose Lighting
• 7.4 Architectural and Specialized Industrial Lighting
• 7.5 Vehicular Lighting
• 7.6 Signage
• 7.7 Summary of Market Forecasts
• 7.8 Printing, Manufacturing and Materials

List of Exhibits

• Exhibit E-1: Summary of OLED Lighting Markets ($ Millions)
• Exhibit 2-1: Power Drain by Lighting Technology (at 700-900 lumen brightness)
• Exhibit 2-2: Inorganic LEDs vs. Conventional Lighting Technologies
• Exhibit 2-3: OLED Efficiency Evolves: White Polymer Example
• Exhibit 2-4: OLED Brightness vs. Lifetime*
• Exhibit 2-5: Red+ Green+ Blue= White
• Exhibit 3-1: Backlight Technologies Compared
• Exhibit 3-2: Selected OLED Lighting Products, Demos and Product Launch Plans
• Exhibit 4-1: DuPont' s OLED Manufacturing Process
• Exhibit 4-2: DuPont Solution-Processed OLED Materials
• Exhibit 4-3: DOE SSL Goals: A Twenty-Year Trek?
• Exhibit 4-4: Current DOE-Funded SSL R&D Projects
• Exhibit 5-1: OLED100.EU Members
• Exhibit 5-2: NEDO OLED Partners
• Exhibit 7-1: Eight-Year Forecasts of OLED Backlights for LCD Displays
• Exhibit 7-2: Summary of OLED Backlight Markets ($ Millions)
• Exhibit 7-3: Eight-Year Forecasts of OLED Lighting for General Illumination
• Exhibit 7-4: Eight-Year Forecasts of OLED Lighting for Architectural and Specialized Industrial Lighting
• Exhibit 7-5: Eight-Year Forecasts of OLED Lighting for Vehicular Lighting
• Exhibit 7-6: Eight-Year Forecasts of OLED Signage
• Exhibit 7-7: Summary of OLED Lighting Markets by Application ($ Millions)
• Exhibit 7-8: Summary of OLED Lighting Markets by Manufacturing and Material ($ Millions)