Printed Organic and Flexible Electronics Forecasts Players and Opportunities

Unique new report giving the big picture
This report includes forecasts of markets by geographical region, component, organics versus inorganic, flexible/conformal and many other parameters. Realistic timescales and the emergence of new products are given, as are impediments and opportunities for the years to come. Statistics for activity in East Asia is given. What will be the split between organic, inorganic and composite solutions by year? It is all here, with activities of over 600 companies listed.

2008 to 2028 market size
IDTechEx expect the spend on printed and thin film electronics beyond conventional silicon to be $1.58 Billion this year. The majority of this is for OLED display panels ($0.69 Billion) which is the value of the panel and not the final device. Virtually all of this is non printed and on glass. Second largest by value is photovoltaics (PV) beyond conventional crystalline and amorphous silicon, accounting for $0.4 Billion. This is not organic PV however, which is still some time away from commercialization, but inorganic technologies such as CIGS and CdTe devices. For example, First Solar has an order book exceeding $2 Billion for CdTe PV devices which they will be delivering over several years. Third largest is not a specific product, but a value for inks for $0.21 Billion, which are used for multiple different applications such as interconnects for switches, membrane keyboards, windscreen heaters. We give the ink value only here rather than the value of the product because the products are so diverse in scope. Then we have the market for sensors, at $0.11 Billion, which are printed sensors used for glucose meters - approximately 2.2 billion are sold each year. $50 Million will be spend on electroluminescent displays and $48 Million on electrophoretic displays (the value of the front plane of the display itself rather than the end device).

On the other hand, we see the market for logic and memory beyond conventional silicon to be just $10 Million this year - and virtually all of that is Most comprehensive quantative assessment of the industry

This report provides the most comprehensive view of the topic, giving detailed ten year forecasts by device type and a 20 year outlook. The market is analyzed by territory, printed vs non printed, rigid vs flexible, inorganic vs organic, cost of materials vs process cost and much more, with over 200 tables and figures. Activities of over 700 leading companies are given.

The report specifically addresses the big picture - including all thin film photovoltaics, relevant display technologies and much more. Importantly, it includes not only electronics which are printed, organic and/or flexible now, but it also covers those that will be. Realistic timescales, case studies, existing products and the emergence of new products are given, as are impediments and opportunities for the years to come. It is all here.

2009 to 2029 market size
The market for printed and potentially printed electronics, including organics, inorganics and composites, will rise from $1.92 billion in 2009 to $57.16 billion in 2019. The majority of the market in 2009 - 71% - is for electronics which are relatively mature - conductive inks (for membrane keyboards, Printed Circuit Boards (PCBs), flex connectors, membrane keyboards), sensors (e.g. disposable blood glucose sensors for those with diabetes) and Organic Light Emitting Displays (OLEDs) which are on glass substrates and not printed as yet. These three products will be overtaken in terms of market value as hundreds of companies develop, for example, OLEDs on flexible substrates which are printed, Thin Film Transistor Circuits (TFTCs) etc.

Photovoltaics such as CIGS account for a market of $0.41 Billion in 2009, but even this is not the full picture. CdTe and aSi photovoltaics, which are not printed today and are not included in the above figures, are now a substantial markets and both have been demonstrated to be printed and/or flexible. Over the coming years they will also make an impact in this topic. In 2009, those two technologies result in $2.8 Billion of sales and in this report we look at their future impact in printed electronics too. IDTechEx bring you the big picture.

$80 million will be spent on e-paper displays and $60 million on electroluminescent displays. On the other hand, most effort is going into technologies that are barely commercial today. For example, over 500 companies are developing thin film transistor circuits, and revenues this year will be only $10 million. Most of these companies are working on organic semiconductors but that is changing - printed inorganic semiconductors have leapfrogged organics in terms of performance.

In particular, the following components are addressed, and for each one twenty year forecasts are given, along with companies and their activities, case studies, impediments to commercialization and timescales.

Logic
Memory
OLED display
OLED light
Electrophoretic display
Electrochromic display
Electroluminescent display
Other displays
Batteries
Photovoltaics
Sensors
Conductors (ink only)
Other

Market value by component type to 2029

Printed and conformal/flexible analyzed
Of all the technologies covered in the $1.92 Billion market in 2009, only 35% of the components will be predominately printed in 2009, rising to 76% in 2019. Similarly, in 2009 only 18% of the components are on a non rigid substrate (such as sensors and EL displays), rising to 73% in 2019. The greatest opportunity is for devices which can be printed and are flexible.

Market by territory
If we look at the market size by territory, IDTechEx find that most work is taking place in Europe, the USA and Japan. In many respects Europe is in the lead. For instance, the first printed electronics factories are appearing there. However, we note that the creation of new companies is low given the huge academic effort going on there. The USA is proving better at creating new companies. In East Asia while the number of organizations working on the topic is slightly less than the other two continents, it disguises the fact that those companies tend to be huge conglomerates. By spend, we see that in 2009 53% of the market spend is in East Asia. This is because the biggest component - OLED display modules - are made there and bought by companies making devices, such as MP3 players. However, it disguises the fact that many of the devices are then sold to North America and Europe. Indeed some manufacturing will be moving to East Asia in due course but we also see a higher than expected market in Europe and USA given the dispersed manufacture capability of this new electronics.

Organic, inorganic, composite covered
In assessing the market size over the next few years, this report looks at the big picture - organic electronics and printed inorganics and the majority of devices which are combinations of both. Similarly, while most agree that printing of these electronics and electrics is the end game, many are created today by non printing techniques such as spin coating, and many use combinations of manufacturing techniques, such as inkjet printing and laser ablation. All these manufacturing techniques will be employed to some extent.

It is important, therefore to recognise that companies will focus on the end product, its cost, performance and suitability for the application, and if these criteria are met the end user will not be concerned about how it was made or using what materials. We therefore cover printing and non-printing technologies that form a route to products that will be primarily printed in due course.

Lessons, Successes and Opportunities
The report covers case studies of where printed electronics has been used, why and the results. It looks at new products that are imminently emerging and their prospects for success. The technical barriers and commercial barriers are listed and prioritised, as well as progress to overcome these
.
Currently there are three main ways the technology is being applied, as shown in the following image. There are applications where companies intend to compete on cost, such as replacing the silicon chip in an RFID tag to reach lower price points enabling much higher numbers of items that can be tagged; those that compete on other benefits such as flexibility or robustness, such as those involved in flexible e-book readers that intend to sell these as a premium over rigid versions. In both cases, creative product design is needed. We also see that printed electronics know how is being used in conventional electronics manufacture to reduce the cost, such as the move to inkjet printing of conductors enabling smaller circuits compared to etched versions.

How printed electronics is being applied to products

Exclusive matrix of over 700 companies and research organizations
The report contains a list of over 700 companies and research organizations involved in printed electronics and what aspects they are involved in. No one else has compiled such a comprehensive survey.

How IDTechEx researched this report
The report is the summation of extensive global research by IDTechEx since 1999. IDTechEx has profiled hundreds of companies in this field, and has visited companies and attended relevant events in Japan, Korea, China, Australia, Europe, North America and Canada. Users/potential users have been interviewed. Forecasts have been devised by looking at existing sales and assessing roadmaps to commercialisation taking into account technology and market challenges based on interviews with those in the industry. All stages of the value chain are looked at - and gaps identified and reported. Other important factors are addressed and interpreted in our forecasts, such as key materials running out, market needs and progress in East Asia. Please do not hesitate to speak to the authors for more detail about our methodology.



Table of Contents:

EXECUTIVE SUMMARY AND CONCLUSIONS
1. INTRODUCTION
1.2. Twenty year forecasts of unusual breadth
1.3. Terminology and definitions
1.4. Scope for printed electronics and electrics
1.5. There is a bigger picture
1.6. Printed electronics products today
1.6.1. New technologies, more opportunity
1.6.2. With or without a silicon chip
1.6.3. Highest volume products with no silicon chip
1.6.4. Printed electronics with silicon chips
1.6.5. Electronic apparel
1.6.6. Display and lighting
1.6.7. Photovoltaic power by the mile
1.6.8. Stretchable electronic products for sale
1.6.9. A view from Toppan Forms
1.7. Displays are the main sector for now
1.8. Photovoltaics beyond conventional silicon are the second largest market
1.9. How printed electronics is being applied
1.10. Surprisingly poor progress with low cost electronics so far
1.11. Threat - silicon chips keep getting cheaper
1.12. Printed electronics for smart packaging
1.13. Driving forces for disposable electronics
1.14. Balance of reporting on printed and organic electronics
1.15. Inorganic patterning shows the way
1.16. Great uncertainty
1.17. Challenging conventional electronics
1.18. Flexible is a Big Market
1.19. Assumptions for our forecasts
1.20. Despite recession, finance for printed electronics is not drying up
2. LOGIC AND MEMORY
2.1. Logic and Memory Market Forecasts 2009-2029
2.1.1. Logic and memory forecasts 2009-2019
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 from Kovio
2.3.9. Progress towards p-type metal oxide semiconductors
2.3.10. Do organic transistors have a future?
2.3.11. 3D printed silicon transistors - Japan
2.3.12. Choice of printing technologies
2.3.13. 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. Developers of OLEDs
3.2.3. Mobile phones and OLEDs
3.2.4. Digital Cameras and OLEDs
3.2.5. Audio/Visual players and OLEDs
3.2.6. TV sets and OLEDs
3.2.7. OLED market forecasts 2009-2029
3.2.8. Impediments to OLED adoption
3.2.9. Unmet technical needs for OLEDs
3.3. Electrophoretic
3.3.2. Applications of E-paper displays
3.3.3. The Killer Application
3.3.4. Electrophoretic displays market forecasts 2009-2029
3.4. Electrochromic
3.4.2. Electrochromic displays market forecasts 2009-2029
3.5. AC Electroluminescent
3.5.2. Electroluminescent displays market forecasts 2009 2029
3.6. Other display technologies
3.6.1. Thermochromic
3.6.2. Electrowetting displays
3.6.3. Electrochemical displays on paper
3.6.4. Other displays market size 2009-2029
4. LIGHTING
4.1. Significance of lighting and challenges
4.2. Comparisons of lighting technologies
4.3. General illumination market
4.4. Lighting forecasts 2009-2029
4.5. Value Chain and examples of OLED lighting
4.6. AC electroluminescent lighting
4.7. LEDs
5. POWER: PHOTOVOLTAICS AND BATTERIES
5.1. Photovoltaics
5.1.1. Thin film Photovoltaics
5.1.2. Comparison of technologies
5.1.3. Solar cell production by company
5.1.4. Trends by territory
5.1.5. Parameters for comparing Photovoltaic technologies
5.2. Photovoltaics Forecasts
5.2.2. Photovoltaic subsidies - should more be given?
5.2.3. The need for storage
5.2.4. Installation of photovoltaics
5.2.5. Hope for silicon photovoltaics to reach grid price parity
5.2.6. Strategies of market entry for new, potentially cheaper technologies
5.3. Batteries
5.3.1. Importance of laminar batteries
5.3.2. Button batteries vs laminar batteries
5.3.3. Choices of laminar battery
5.3.4. Applications of laminar batteries
5.3.5. Infinite Power Solutions
5.3.6. Solicore, USA
5.3.7. Power Paper
5.3.8. Blue Spark
5.3.9. VoltaFlex
5.3.10. Enfucell
5.4. Printed batteries forecasts 2009-2029
5.4.2. Laminar batteries - missing the big opportunity?
5.5. Fuel cells
6. SENSORS AND OTHER ELECTRONIC COMPONENTS
6.1. General situation and examples
6.2. Photodetector arrays
6.2.1. Printed flexible scanners
6.3. Successes and failures
6.4. Sensor Forecasts 2009-2029
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 2009-2029
7.1.3. Giant Corporations of the World and their progress with printed electronics
7.2. The total market opportunity by component
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 2009-2029
7.7. Impact of printed electronics on conventional markets
7.7.2. Impact on end-use markets
7.7.3. Potential markets
7.8. Printed electronics: fundraising, investors, list of companies
7.8.1. Printed Electronics Commercial Fund Raising Activities
7.8.2. Printed Electronics Government Funded Activities
8. UNMET NEEDS, OPPORTUNITIES AND PROGRESS
8.1. Statistics for materials running out
8.1.1. Indium
8.1.2. Rare Earths
8.1.3. Escape Routes
8.1.4. Selenium
8.1.5. Quantum dots, carbon nanotubes, common compounds
8.1.6. How many years are left?
8.1.7. Investing in the metals that will be needed for photovoltaics
8.1.8. Material supply and sustainability of thin film CIGS and CdTe Photovoltaics
8.2. Low temperature processes/curing
8.2.1. New ink formulations
8.2.2. Breakthrough in metal ink cure from Novacentrix: room temperature on cheap substrates
8.3. Backplane transistor arrays hold up AMOLED market penetration
8.4. Need for better flexible, transparent, low cost barriers
8.5. Lack of standardised benchmarking
8.6. Urgent need for creative product design
9. COMPANY PROFILES
9.1.1. ACREO
9.1.2. Asahi Kasei
9.1.3. Asahi Glass
9.1.4. BASF
9.1.5. DaiNippon Printing
9.1.6. Evonik
9.1.7. Fujifilm Dimatix
9.1.8. HC Starck
9.1.9. Hewlett Packard
9.1.10. Holst Centre
9.1.11. InkTec
9.1.12. Konarka
9.1.13. Kovio Inc
9.1.14. Merck Chemicals
9.1.15. National Information Society Agency
9.1.16. Optomec
9.1.17. ORFID
9.1.18. Organic ID
9.1.19. Philips
9.1.20. Plastic E Print
9.1.21. Plastic Logic
9.1.22. Plextronics
9.1.23. PolyIC
9.1.24. Samsung
9.1.25. Semiconductor Energy Laboratory
9.1.26. Seiko Epson
9.1.27. Soligie
9.1.28. Thin Film Electronics
9.1.29. Toppan Forms
9.1.30. Toppan Printing
9.1.31. University of Tokyo
9.1.32. Waseda University
9.1.33. Other players in this value chain
APPENDIX 1: MATRIX OF PRINTED ELECTRONICS SUPPLIERS AND ACTIVITIES
APPENDIX 2: IDTECHEX PUBLICATIONS AND CONSULTANCY
TABLES

9.1.10. Holst Centre
9.1.11. InkTec
9.1.12. Konarka
9.1.13. Kovio Inc
9.1.14. Merck Chemicals
9.1.15. National Information Society Agency
9.1.16. Optomec
9.1.17. ORFID
9.1.18. Organic ID
9.1.19. Philips
9.1.20. Plastic E Print
9.1.21. Plastic Logic
9.1.22. Plextronics
9.1.23. PolyIC
9.1.24. Samsung
9.1.25. Semiconductor Energy Laboratory
9.1.26. Seiko Epson
9.1.27. Soligie
9.1.28. Thin Film Electronics
9.1.29. Toppan Forms
9.1.30. Toppan Printing
9.1.31. University of Tokyo
9.1.32. Waseda University
9.1.33. Other players in this value chain
10 APPENDIX 1: MATRIX OF PRINTED ELECTRONICS SUPPLIERS AND ACTIVITIES
11 APPENDIX 2: IDTECHEX PUBLICATIONS AND CONSULTANCY
TABLES

For more information kindly visit
http://www.bharatbook.com/Market-Research-Reports/Printed-Organic-and-Flexible-Electronics-Forecasts-Players-and-Opportunities.html