Printed & Organic Electronics Forecasts, Players & Opportunities 2008-2028

Table of Contents

EXECUTIVE SUMMARY AND CONCLUSIONS

1. INTRODUCTION

• 1.2. Twenty year forecasts of unusual breadth
• 1.3. Terminology and definitions
• 1.4. The global electronics industry and GDP
• 1.5. Geographical differences
• 1.6. Importance of China
• 1.7. The electronics industry
• 1.8. Scope for printed electronics and electrics
• 1.9. There is a bigger picture
• 1.10. Statistics for materials running out
• 1.11. Displays are the main sector for now
• 1.12. Surprisingly poor progress with low cost electronics so far
• 1.13. Silicon chips hit the buffers, printed electronics has a clear run?
• 1.14. Printed electronics for smart packaging
• 1.15. Driving forces for disposable electronics
• 1.16. Balance of reporting on printed and organic electronics
• 1.17. Inorganic patterning shows the way
• 1.18. Great uncertainty
• 1.19. Challenging conventional electronics
• 1.20. Flexible is a Big Market - Bendable is Not
• 1.21. Assumptions for our forecasts

2. LOGIC AND MEMORY

• 2.1. Logic and Memory Market Forecasts 2008-2028
  • 2.1.1. Rigid and flexible substrate forecasts
• 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. Breakthrough in printed inorganic performance in 2007 from Kovio
  • 2.3.9. Choice of printing technologies
  • 2.3.10. Company strategy and value chain
• 2.4. Memory
• 2.5. RFID
  • 2.5.1. Market for RFID
  • 2.5.2. Ultimate potential for highest volume RFID
  • 2.5.3. Penetration of chipless/printed RFID

3. DISPLAYS

• 3.1. Market drivers
• 3.2. OLEDs as displays for electronic products
  • 3.2.2. Main uses
  • 3.2.3. OLED market forecasts 2008-2028
• 3.3. OLEDs for billboard, posters, signage
  • 3.3.1. Areas of signage etc
  • 3.3.2. Main investment in East Asia
  • 3.3.3. Unique problems mean delayed takeoff
  • 3.3.4. Different competition vs electronic displays
  • 3.3.5. Challenges outdoors
  • 3.3.6. Market forecast for OLED billboard displays
• 3.4. Electrophoretic
  • 3.4.2. Electrophoretic displays market forecasts 2008-2028
• 3.5. Electrochromic
  • 3.5.2. Electrochromic displays market forecasts 2008-2028
• 3.6. AC Electroluminescent
  • 3.6.2. Electroluminescent displays market forecasts 2008 2028
• 3.7. Other display technologies
  • 3.7.1. Thermochromic
  • 3.7.2. Electrowetted displays
  • 3.7.3. Electrochemical displays on paper
  • 3.7.4. Other displays market size 2008-2028

4. LIGHTING

• 4.1. Significance of Lighting and challenges
• 4.2. Lighting forecasts and timeline
• 4.3. General illumination market
• 4.4. Value Chain and examples of OLED lighting
• 4.5. Stand alone equipment
• 4.6. Primary categories of lighting compared with emerging OLED capability
• 4.7. LEDs
• 4.8. AC electroluminescent lighting
• 4.9. Where OLED lighting will be used - building and vehicle statistics

5. POWER

• 5.1. Photovoltaics
  • 5.1.1. Photovoltaics beyond silicon
  • 5.1.2. Comparison of technologies
  • 5.1.3. Trends by territory
• 5.2. Photovoltaics Forecasts
• 5.3. Recent company progress in photovoltaics
  • 5.3.1. Investing in the metals that will be needed
  • 5.3.2. Progress with non silicon photovoltaics in Europe
• 5.4. Batteries
  • 5.4.1. Importance of laminar batteries
  • 5.4.2. Button batteries vs laminar batteries
  • 5.4.3. Choices of laminar battery
  • 5.4.4. Applications of laminar batteries
  • 5.4.5. Leeds Lithium Power
  • 5.4.6. Infinite Power Solutions
  • 5.4.7. Solicore, USA
  • 5.4.8. SCI Engineered Materials, USA
  • 5.4.9. Power Paper
  • 5.4.10. Thin Battery Technologies
  • 5.4.11. Example - VoltaFlex
  • 5.4.12. Printed battery research
• 5.5. Printed batteries forecasts 2008-2028
• 5.6. Fuel cells

6. SENSORS AND OTHER ELECTRONIC COMPONENTS

• 6.1. General situation and examples
• 6.2. Photodetector arrays
  • 6.2.1. Printed flexible scanners
  • 6.2.2. Nanoident - world' s first printed semiconductor factory
• 6.3. Co-deposited components
• 6.4. Sensor Forecasts 2008-2028

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
  • 7.1.3. Progress in East Asia
  • 7.1.4. Giant corporations - activity in North America vs rest of world
  • 7.1.5. North America, East Asia and Europe - different priorities
• 7.2. The total market opportunity
• 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 2008-2028
• 7.7. Impact of printed electronics on conventional markets
  • 7.7.2. Impact on end-use markets
  • 7.7.3. Potential markets
• 7.8. Statistics for materials running out

8. COMPANY PROFILES

• 8.1.1. ACREO
• 8.1.2. Asahi Kasei
• 8.1.3. Asahi Glass
• 8.1.4. BASF
• 8.1.5. DaiNippon Printing
• 8.1.6. Fujifilm Dimatix
• 8.1.7. Fujitsu
• 8.1.8. HC Starck
• 8.1.9. Hewlett Packard
• 8.1.10. Holst Centre
• 8.1.11. InkTec
• 8.1.12. Kovio Inc
• 8.1.13. Merck Chemicals
• 8.1.14. Motorola
• 8.1.15. National Information Society Agency
• 8.1.16. Optomec
• 8.1.17. ORFID
• 8.1.18. Organic ID
• 8.1.19. Philips
• 8.1.20. Plastic E Print
• 8.1.21. Plastic Logic
• 8.1.22. Plextronics
• 8.1.23. PolyIC
• 8.1.24. Samsung
• 8.1.25. Semiconductor Energy Laboratory
• 8.1.26. Thin Film Electronics
• 8.1.27. Tokyo Institute of Technology
• 8.1.28. Toppan Printing
• 8.1.29. Xerox
• 8.1.30. University of Tokyo
• 8.1.31. Waseda University

APPENDIX 1: IDTECHEX PUBLICATIONS AND CONSULTANCY

APPENDIX 2: GLOSSARY

TABLES

• 1.2. Global GDP and electronics growth % by value 2003 and 2004
• 1.3. GDP growth % by territory
• 1.4. Global electronics industry by application
• 1.5. End user markets relevant to printed electronics
• 1.6. Output of indium
• 1.7. Time to run out for scarce elements used in printed electronics
• 1.8. Some of today' s disposable electronics and why inorganic technology is needed to make it more saleable and useful
• 1.9. 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
• 1.10. Primary assumptions of organic electronics in full production 2008 to 2028
• 2.1. Global market for printed electronics logic and memory 2008-2028 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. Overall choices of semiconductor
• 2.7. Typical carrier mobility in different potential TFTC semiconductors (actual and envisaged) vs higher mobility silicon, not printable.
• 2.8. Objectives and challenges of organisations developing printed and potentially printed transistor and/ or memory circuits and/or their materials
• 2.9. Some of the small group of contestants for large capacity printed memory.
• 2.11. Total value of tags by application 2008-2018 (US Dollar Millions)
• 2.12. Prototype 13.56 MHz RFID smart labels from reel to reel production of organic TFTCs by PolyIC
• 2.13. Choices of digital chipless RFID technologies
• 2.14. Chipless versus Chip RFID, in numbers of units (billions)
• 2.15. Market size of various chipless solutions, 2008-2018
• 3.1. Some new and established display technologies compared
• 3.2. Examples of companies developing OLEDs
• 3.3. Advantages and disadvantages of ink jet printing of OLEDs
• 3.4. Market forecasts for OLED panel displays 2008-2028
• 3.5. Comparison of the features of various technologies for advertising and signage
• 3.6. Market forecast for OLED billboard displays 2008-2028
• 3.7. Advantages and disadvantages of electrophoretic displays
• 3.8. Comparison between OLEDs and E-Ink of various parameters
• 3.9. Electrophoretic displays market forecasts 2008-2028
• 3.10. Electrochromic displays market forecasts 2008-2028
• 3.11. Electroluminescent displays market forecasts 2008-2028
• 3.12. Other displays market size 2008-2028
• 4.1. Lighting forecasts 2008-2028
• 4.2. Incandescent, fluorescent, inorganic LED and the potential performance of OLED lighting compared
• 4.3. Historical and projected sales of inorganic LED lighting 2002-2008 in billions of units
• 4.4. Dwelling stock: stock and house building, European Union, 2002
• 4.5. Global population of vehicles 1997, 2005, 2030 in millions
• 5.1. The leading photovoltaic technologies compared
• 5.2. Efficiency and commercialization dates of laminar organic, CdTe and DSSC photovoltaics
• 5.3. Performance of various types of photovoltaic cell compared
• 5.4. Some recent results for inorganic and organic-fullerine photovoltaic cells and commercialisation
• 5.5. Photovoltaics forecasts 2008-2028
• 5.6. Shapes of battery for small RFID tags advantages and disadvantages
• 5.7. Examples of suppliers of button batteries by country
• 5.8. The spectrum of choice of technologies for laminar batteries
• 5.9. Examples of potential sources of flexible thin film batteries
• 5.10. Some examples of marketing thrust for laminar batteries
• 5.11. Examples of universities and research centres developing laminar batteries
• 5.12. Batteries forecasts 2008-2028
• 6.1. Examples of companies developing organic sensors and other components and their main emphasis
• 6.2. Sensor forecasts 2008-2028
• 7.1. The market for printed and potentially printed electronics by territory in $ billion
• 7.1. Examples of giant corporations intending to make the printed and potentially printed devices with the largest market potential
• 7.2. Market forecast by component type for 2008 to 2028 in US $ billions, for printed and potentially printed electronics including organic, inorganic and composites
• 7.2. Organisations active in printed electronics in East Asia
• 7.3. Market forecasts for 2028
• 7.4. Spend on organic versus inorganic materials 2008-2028
• 7.5. Split of material types by component
• 7.6. Market value $ billions of printed versus non printed electronics 2008-2028
• 7.7. Market value $ billions of flexible/conformal versus non flexible printed electronics 2008-2028
• 7.8. Materials market forecasts 2008-2028
• 7.9. End user markets relevant to printed and potentially printed electronics
• 7.10. Output of indium
• 7.11. Time to run out for scarce elements used in printed electronics
• 8.1. Other players in the value chain

FIGURES

• 1.1. Market volume in Eur billions
• 1.2. Global electronics industry by application percentage
• 1.3. Indium price 2001-2006
• 1.4. Active Matrix OLED Fab ramp-up in 2006/07 - most in East Asia
• 1.5. Global semiconductor shipments monthly and three month average 1983 to 2005
• 1.6. Typical price breaks for high volume electronics and examples of potential advances.
• 2.1. Traditional geometry for a field effect transistor
• 2.2. Performance of Kovio' s ink versus others by mobility
• 2.3. Road map
• 2.4. Options for high speed, low-cost printing of TFTCs
• 2.5. Example of ZnO based transistor circuit.
• 2.6. Value chain for TFTCs and examples of migration of activity for players
• 2.7. An all-organic permanent memory transistor
• 2.8. TFE memory compared with the much more complex DRAM in silicon
• 2.9. Structure of TFE memory
• 2.10. TFE priorities for commercialisation of mega memory
• 2.11. Potential, in billions yearly, for global sales of RFID labels and circuits printed directly onto products or packaging. Item level is shown in red. These are examples.
• 3.1. Basic structure of an OLED
• 3.2. Samsung OLED television, Philips OLED shaver and Eastman Kodak OLED camera.
• 3.3. A 14 inch CDT flexible, ink jet printed phosphorescent OLED (P-OLED) display
• 3.4. LEP process flow
• 3.5. Some Add-Vision development P-OLEDs
• 3.6. A Sony OLED display illustrating its remarkable thinness
• 3.7. Concept of apparel that illuminates with flexible OLED displays
• 3.8. Concepts of OLED street signage and advertising
• 3.9. A concept of "wallpaper television" based on OLEDs.
• 3.10. US outdoor advertising spend 1993 - 2004
• 3.11. Outdoor advertising split by four major product categories
• 3.12. Breakdown of locations of outdoor advertising.
• 3.13. Principle of operation of electrophoretic displays
• 3.14. Sony E-Ink reader
• 3.15. E-Ink and Episys electrophoretic displays
• 3.16. Motorola mobile phone with electrophoretic display
• 3.17. Electrophoretic display on a commercially sold financial card
• 3.18. A Polymer Vision display
• 3.19. Electrochromic display on a Valentine' s card sold by Marks and Spencer in the UK in 2004 and electrochromic display with drive circuits in a laminate for smart cards..
• 3.20. Boardroom lighting in Alcatel France that switches to various modes
• 3.21. EL décor, signage and instrumentation in the new Jaguar concept model
• 3.22. Signage for jump jets
• 3.23. Animated EL artwork in a two meter suspended ball for event lighting
• 3.24. Educational AC electroluminescent floor covering
• 3.25. Coyopa rum with four segment sequentially switched pictures
• 3.26. TV controller
• 3.27. Switched image on face of Fossil watch
• 3.28. The new Pelikon display tolerant of bright sunlight is shown left with the old display right.
• 3.29. A promotional display with sequentially switching images used at DeBeers in London
• 3.30. Car instrument illumination by electroluminescent display
• 3.31. Example of Quantum Paper light emitting paper displaying an advertisement
• 3.32. Duracell battery tester
• 3.33. Interactive game on a beer package by VTT Technologies in Finland
• 3.34. The dollhouse. When energy is added to the system the colour of the wallpaper changes and a picture appears on the wall
• 3.35. Two state electrolytic display on paper
• 3.36. Seven segment display printed with bi-stable inks
• 4.1. Timeframe for creation of improved, flexible OLED lighting.
• 4.2. Value chain for manufacture of OLEDs for lighting and signage
• 4.3. A small OLED light
• 4.4. The space saving of OLED lights and their exceptional colour tunability
• 4.5. Motion lighting concept
• 5.1. Some of the overlapping requirements for photovoltaics
• 5.2. Photovoltaic efficiencies compared
• 5.3. Operating principle of fullerine organic photovoltaics
• 5.4. Construction of a traditional bulk heterojunction organic photovoltaic cell
• 5.5. Module stack for photovoltaics
• 5.6. The 1500 organisations tackling printed and potentially printed devices and their materials
• 5.7. Konarka polymer photovoltaic technology
• 5.8. Estimated World Market Demand by region
• 5.9. Reel to reel process of Leeds Lithium Power
• 5.10. Infinite Power Solutions batteries.
• 5.11. Power Paper printed battery
• 5.12. Reel to reel screen printing of Thin Battery Technologies batteries
• 5.13. Voltaflex organic polymer lithium battery
• 6.1. The main options for organic sensors
• 6.2. Plastic film scanner with no moving parts
• 6.3. Example and construction of Nanoident photodetector arrays
• 6.4. World' s first high-resolution organic photodetector with 250 dpi resolution.
• 6.5. Concept of display with integrated biometric sensor
• 6.6. Nanoident technology roadmap
• 6.7. World' s first 7x21 wells Nanotiterplate with integrated readout. This lab on a chip can take blood to 300 antigens where the photodetector array detects ractions by colour change.
• 6.8. Experimental photodetectors with displays on them
• 7.1. Organisations involved in printed and potentially printed electronics across the world, by type of interest
• 7.2. Market by Territory 2008
• 7.3. Market by Territory 2013
• 7.4. Market by Territory 2018
• 7.5. East Asian organisations in 2007
• 7.6. East Asian organisations in 2017
• 7.7. Market forecast by component type for 2008 to 2028 in US $ billions, for printed and potentially printed electronics including organic, inorganic and composites
• 7.8. Market forecasts for 2028
• 7.9. Spend on organic versus inorganic materials 2008-2028
• 7.10. Market value $ billions of printed versus non printed electronics 2008-2018
• 7.11. Market value $ billions of flexible/conformal versus non flexible printed electronics 2008-2018
• 7.12. Materials market forecast 2008-2018
• 7.13. Examples of organic and inorganic electronics and electrics potentially tackling different technologies and applications.
• 7.14. Some of the potential markets
• 7.15. Indium price 2001-2006
• 8.1. DNP experimental flexible OLED
• 8.2. Objective and background
• 8.3. What is good for the good device?
• 8.4. A Fujitsu "electronic paper" display
• 8.5. Inks developed by InkTec
• 8.6. InkTec Printing methods
• 8.7. Ubiquitous Sensor Networks (USN)
• 8.8. Simple sensors used in initial trials
• 8.9. USN services and applications
• 8.10. USN timeline
• 8.11. Left is diode logic OR gate and the right is a bridge rectifier
• 8.12. Micrograph of an SSD array and the 110 GHz microwave measurement setup
• 8.13. Samsung OLED display
• 8.14. New electronics targets physical space
• 8.15. Large-area electronics
• 8.16. 32" pressure sensor matrix
• 8.17. Wireless power transmission sheet
• 8.18. Device structure
• 8.19. Organic transistors
• 8.20. Organic transistor 3D ICs
• 8.21. Scanner with no moving parts
• 8.22. Scanning a wine bottle label
• 8.23. Flexible battery that charges in one minute