Organic Electronics: A Market & Technology Assessment

Abstract

This report quantifies the markets for organic electronics in a wide variety of areas including displays, RFIDs, photovoltaics, computer memory, sensors, etc. We discuss where organic electronics is likely to have its greatest commercial impact and where and how it will compete with other electronics paradigms including traditional CMOS and printed metallic electronics. We also examine the state of play and future of organic electronics materials with regard to chemical and environmental stability and electrical performance. Forecasts are broken out by application, material and production modality.

Executive Summary

E.1 Organic Electronics: Old and New
E.2 Opportunities in OLED Displays and Lighting
- E.2.1 OLED Firms to Watch
E.3 Opportunities in Organic Backplanes
- E.3.1 Organic Backplane Firms to Watch
E.4 Opportunities in Organic RFID
- E.4.1 Organic RFID Firms to Watch
E.5 Opportunities in Organic Photovoltaics
- E.5.1 Organic PV Firms to Watch
E.6 Other Opportunities in Organic Electronics
- E.6.1 Still in the Lab
- E.6.2 Toys, Greeting Cards, and Other Disposable Electronics
E.7 Opportunities and Challenges for Organic Materials
- E.7.1 Factors Pushing Down the Price of Organic Materials
- E.7.2 New OE Materials
E.8 Alliances and Investments
E.9 Summary of Eight-Year Projections of the OE Market

Chapter One: Introduction

1.1 Objectives of this Report
1.2 Scope of this Report
1.3 Methodology of this Report
1.4 Plan of this Report

Chapter Two: Technology Assessment of Organic Electronics

2.1 Organic Electronics: Current State of Technology
- 2.1.1 Organic Transistors
- 2.1.2 OLEDs
- 2.1.3 Organic Photovoltaics
2.2 Materials for Organic Electronics
- 2.2.1 The Small Molecule Paradigm
- 2.2.2 Polymer Electronics
- 2.2.3 Oligomers
- 2.2.4 Hybrid Materials
- 2.2.5 Flexible Substrates
2.3 Production Processes for Organic Electronics
- 2.3.1 Ink-Jet and Organic Electronics
- 2.3.2 Can Small Molecules be Printed?
- 2.3.3 Current Manufacturing Processes for Small-Molecule Electronics
- 2.3.4 Organic Electronics and Other Types of Production Technology
2.4 Organic Electronics and Molecular Electronics

Chapter Three: Applications, Markets and Opportunities

3.1 Advantages of OE
3.2 The OE Value Chain
3.3 The Future of OLED Displays
- 3.3.1 OLEDs and the State of the Display Industry
- 3.3.2 Markets, Prices and the Revenue Challenge for OLED Displays
- 3.3.3 OLEDs and Mobile Displays
- 3.3.4 OLEDs and the Television Market
- 3.3.5 OLEDs, the Computer Market and Flexible Displays
- 3.3.6 OLEDs and Signage
- 3.3.7 Evolution and Structure of the OLED Display industry
- 3.3.8 Current Costs and Capacity for OLED Production Facilities
3.4 OLED Lighting: Can OLEDs Compete with HB-LEDs?
- 3.4.1 Potential Applications for OLED Lighting
- 3.4.2 Hidden Market Drivers for OLED Lighting
- 3.4.3 Technology and Market Requirements for OLED Lighting
- 3.4.4 Activities of Leading Firms in OLED Lighting
3.5 Organic Photovoltaics Markets
- 3.5.1 Markets for Organic Thin-Film PV
- 3.5.2 Firms Active in the OPV Business
3.6 Other Optical Products Using OE
- 3.6.1 Electrochromic and Other Small Displays
- 3.6.2 Organics-Based Optoelectronic Devices
3.7 Organic Backplanes for LCD, OLED and E-Paper Displays
- 3.7.1 OTFT Backplane Markets
- 3.7.2 Competing Technologies: a-Si and LTPS
- 3.7.3 Firms Active in the OTFT Backplane Space
- 3.7.4 Current Costs and Capacity for OTFT Backplane Production Facilities
3.8 Organic RFIDs
- 3.8.1 Uses of RFID
- 3.8.2 Market Penetration of RFIDs
- 3.8.3 OE + RFID = ?
- 3.8.4 A Roadmap for Organic RFIDs
- 3.8.5 Firms to Watch and Organic RFIDs
3.9 Organic Sensor Markets and Niches
- 3.9.1 Technical Aspects of Organic Sensors
- 3.9.2 Types of Organic Sensors
3.10 Toys, Games and Other Disposable Electronics
- 3.10.1 Could the Novelty Business Jump Start OE?
3.11 Organic Memories
- 3.11.1 Materials for Organic Memories
- 3.11.2 Markets for Organic Memories
3.12 OE and Batteries

Chapter Four: Market Forecasts

4.1 Forecasting Philosophy
- 4.1.1 Methodology
- 4.1.2 How Much Confidence Should You Have in These Forecasts?
- 4.1.3 Alternative Scenarios
4.2 OLED Display Markets
4.3 OLED Signage
4.4 OLED and Other Organic Lighting
4.5 Organic Backplanes
4.6 Organic Sensor Markets
4.7 Organic RFIDs
4.8 Organic Photovoltaics
4.9 Organic Memory Markets
4.10 Toys, Games and Other Markets
4.11 Summary of Forecasts
Acronyms and Abbreviations Used in this Report
About the Author

List of Exhibits

Exhibit E-1: Emerging Opportunities for OLEDs
Exhibit E-2: Activities of Selected Major Firms in the OE Market Through Strategic Investment and Partnerships
Exhibit E-3: Summary of Eight-Year Revenue Projections for Organic Electronics Markets
Exhibit 2-1: Current Lifetimes of OLEDs
Exhibit 2-2: Photovoltaic Conversion Efficiencies by Material
Exhibit 2-3: Characteristics of OE Materials
Exhibit 2-4: Organic Electronics: How Materials and Production Technologies are Matched
Exhibit 2-5: The Fabrication of Polymer ICs at PolyIC
Exhibit 2-6: OVPD versus Thermal Evaporation
Exhibit 3-1: Inherent Advantages of Organic Electronics
Exhibit 3-2: Performance Requirements for an Mobile Phone Display
Exhibit 3-3: Will Flexible OLED Displays Catch On?
Exhibit 3-4: OLED Display Makers by Technology
Exhibit 3-5: Selected Firms Supplying the OLED Industry
Exhibit 3-6: OLED Lighting Achievements
Exhibit 3-7: Organic PV Firms
Exhibit 3-8: Advantages of Polymer Over Inorganic Materials in Optoelectronics
Exhibit 3-9: A Roadmap for Organic RFIDs
Exhibit 3-10: Organic Materials Used in Memory Applications
Exhibit 4-1: Forecasting Assumptions for OLED Television Markets
Exhibit 4-2: Summary of Forecasts of OLED Televisions: 2006-2014
Exhibit 4-3: Forecasting Assumptions for OLED Computer Markets
Exhibit 4-4: Forecasts of OLED Displays for Computers: 2006-2014
Exhibit 4-5: Forecasting Assumptions for OLED Cell Phone/Handheld Markets
Exhibit 4-6: Forecasts of OLED Displays for Handheld Devices: 2006-2014
Exhibit 4-7: Forecasting Assumptions for OLED Signage
Exhibit 4-8: OLED Displays for Advertising and Signage: 2006-2014 ($ Millions)
Exhibit 4-9: Forecasting Assumptions for OLED and Other Organic Lighting
Exhibit 4-10: Forecasts of OLED and Other Organic Lighting Markets ($ Millions)
Exhibit 4-11: Forecasting Assumptions for Organic Backplanes
Exhibit 4-12: Forecasts of Organic Backplanes: 2007-2014
Exhibit 4-13: Forecasting Assumptions for Organic Sensors Markets
Exhibit 4-14: Forecasts of Organic Sensor Markets: 2007-2014 ($ Millions)
Exhibit 4-15: Forecasting Assumptions for Organic RFID Markets
Exhibit 4-16: Forecasts of Organic RFID Markets: 2007-2014
Exhibit 4-17: Forecasting Assumptions for Organic PV Markets
Exhibit 4-18: Forecasts of Organic Photovoltaics Markets: 2007-2014
Exhibit 4-19: Forecasting Assumptions for Organic Memory Markets
Exhibit 4-20: Forecasts of Organic Memory Markets ($ Millions)
Exhibit 4-21: Summary of Organic Electronics Forecasts: 2007-2014 ($ Millions)