Printable Electronics: From R&D to Revenues

Abstract

NanoMarkets continues its coverage of the printed electronics market in this new report that the firm will publish in September of 2006. The analysis in the report builds upon the work contained in two previously released studies that examined and forecasted the opportunities for applications providers and suppliers of inks, materials and substrates for printed electronic circuits. In this new report NanoMarkets will provide detailed unit and revenue forecasts of PE application areas along with materials requirements.

The report will answer important questions about the commercial future of inks and substrate materials, it will address key issues surrounding production and manufacturing processes and it will also discuss company strategies, market drivers and key trends. This report will be of great value to applications providers, suppliers of inks and substrates, manufacturers of production equipment, specialty chemical companies, electronics manufacturers and investors. The report will address issues important to senior executives and managers of R&D, sales and marketing, technology planning and finance.

Executive Summary:

This chapter summarizes the main new business opportunities that NanoMarkets believes are emerging in the PE field and looks at the strategies that both large corporations and interesting start-ups are pursuing. It discusses key strategic and tactical issues facing the various elements of the value chain and provides NanoMarkets' perspectives on the future of the PE business.

Chapter One: Introduction

This chapter sets the context for the report and sets out its methodology, scope and objectives.

Chapter Two: Current and Future Applications for Printable Electronics

This chapter analyzes the commercial prospects for a wide range of PE applications including displays, color filters, backplanes, logic and memory, sensors, RFIDs, photovoltaics, lighting, batteries, PCBs, and more. It also examines the important drivers for these applications such as the rise of ubiquitous computing, smart packaging and how PE can lower cost throughout the value chain in several different industries

Chapter Three: The Supply Side of PE

This chapter examines the latest developments in inks, such as those involving silicon and small molecules, as well as the prospects for printing electronics on novel substrates such as paper, textiles, etc. It reviews the current state of the art in printing technology for electronics discussing what kind of printing is most likely to be used with what type of application and what type of printing machinery will be needed for full-scale production of PE products. Finally it looks at the plans of major firms to build PE plants, the costs and timeframes involved and who will supply the finance.

Chapter Four: Eight-Year Forecasts

This provides volume and value projections of PE markets by type of device, by application area, and by printing technology/materials platform. It discusses in great detail the assumptions behind the projections and the sources used to create them.

Table of Contents

Executive Summary

• E.1 Printable Electronics: Old and New
• E.2 Printable Electronics Opportunities
• E.3 Summary of Forecasts

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: The Supply Side of PE

• 2.1 Advantages of Printing for Electronics Manufacturing
• 2.2 Analysis for Printing Technologies Currently in Use for Electronics
• 2.3 Materials: Substrates

Chapter Three: New Products Enabled by Printable Electronics

• 3.1 Displays
• 3.2 Signage
• 3.3 Lighting
• 3.4 Sensors
• 3.5 RFIDs and Smart Packaging
• 3.6 Smart Textiles
• 3.7 Smart Cards and Tickets
• 3.8 Keyboards
• 3.9 Games, Gags, and Gimmicks
• 3.10 Printable Power Sources: PV and Batteries
  • 3.10.1 Batteries and Fuel Cells
  • 3.10.2 Photovoltaics
• 3.11 Memory
• 3.12 Logic and Processors

Chapter Four: Eight-Year Forecasts

• 4.1 Introduction
• 4.2 Displays
• 4.3 Signage
• 4.4 Lighting
• 4.5 Backplanes
• 4.6 Sensors
• 4.7 Batteries
• 4.8 Photovoltaics
• 4.9 Memory
• 4.10 Other Products
• 4.11 Summary
• 4.12 Materials

List of Exhibits

• Exhibit E-1: Printable Electronics Markets ($ Millions)
• Exhibit 1-1: Eight Key Commercial Benefits of Printed Electronics
• Exhibit 1-2: Printable Electronic Segments Discussed in this Reports
• Exhibit 2-1: Printing Processes Available for Electronic Device Manufacture
• Exhibit 2-2: Printing Process Parameter Comparison for Selected Printing Technologies
• Exhibit 2-3: Selected Conductive Polymer Chemistries
• Exhibit 2-4: Summary of R&D Directions for Substrates
• Exhibit 3-1: Market Opportunities for Printable Displays
• Exhibit 3-2: CDT's Licensee's and Technology Partners
• Exhibit 3-3: Performance Requirements for Printed Electronic Signage
• Exhibit 3-4: The Pros and Cons of OLEDs and E-paper in Signage
• Exhibit 3-4: How Printable Electronics Can Enhance Smart Packaging
• Exhibit 3-5: Performance Criteria for Printable Electronics Used in Smart Packaging
• Exhibit 3-6: Electronics in Smart Textiles
• Exhibit 3-7: Commercial Firms and Other Organizations Targeting Electronics Used in Smart Textiles
• Exhibit 3-8: Uses for Smart Cards with Printable Displays
• Exhibit 3-9: Alternatives for Mobile Power
• Exhibit 4-1: Printed OLED Display Markets
• Exhibit 4-2: Printed E-Paper Display Markets
• Exhibit 4-3: Printed Display Markets ($ Millions)
• Exhibit 4-4: Printed OLED Signage Markets
• Exhibit 4-5: Printed E-Paper Signage Markets
• Exhibit 4-6: Printed Signage Markets ($ Millions)
• Exhibit 4-7: Printed Lighting Markets ($ Millions)
• Exhibit 4-8: Printed Backplane Markets ($ Millions)
• Exhibit 4-9: Printed Sensor Markets ($ Millions)
• Exhibit 4-10: The Market for Printable RFIDs
• Exhibit 4-11: Printed Batteries Markets ($ Millions)
• Exhibit 4-12: Printed PV Markets ($ Millions)
• Exhibit 4-13: Memory Markets ($ Millions)
• Exhibit 4-14: Smart Cards and Other Disposables Markets ($ Millions)
• Exhibit 4-15: PE Markets ($ Millions)
• Exhibit 4-16: Printable Electronics Materials Markets ($ Millions)

Acronyms and Abbreviations Used in this Report

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