Transparent Conductor Markets 2014-2021 – Detail

During the past year the transparent conductor (TCs) market has continued to evolve.  The global market for transparent conductors (TCs) will generate $4.6 Billion (USD) in 2019, with non-ITO TCs accounting for $1.8 Billion in revenues in 2019 up from $640 million today.  ITO will account for just 60 percent of the TC market in 2019, with revenues from ITO having peaked.

It seems that all the focus remains on the touch panel sector, where alternatives to ITO have genuinely established themselves. As a result, this latest report in seven years of coverage of the transparent conductor market focuses heavily on the realities of the touch-sensor market for alternative TCs.  Acknowledging that this is where the money is for now, we also discuss how some industry estimates of touch opportunities appear to be exaggerated and how there are serious technology challenges for touch down the road – challenges such as gestural control – that could hurt the current TC boomlet.

We also examine what other big changes are appearing in the TC opportunity space.  The solar panel business is back, but with a new mix of PV technologies.  What will this mean for the TC space?  OLED lighting, which looked like might go into decline in our previous report, now looks like it is back on the board as a possible mass consumer of TCs.  At the same time some the great hopes for alternative TCs, such as OLED TVs and flexible displays seem increasingly fanciful and may be areas that alternative TC firms pursue at their peril.

The interest in the various alternative transparent conductors is also shifting.  Metal meshes are no longer quite the “flavor of the month,” that they were last year.  And carbon nanotube-based TCs seem to be making a quiet comeback in Asia.

In this dynamic market environment, this new report provides the necessary strategic insight into how TC firms can best generate new business revenues in the in the display, solar panel and other sectors. This report also analyzes important developments on the TC materials front and it takes a look at what the next generation of transparent conductors will be like and how these materials will extend addressable markets.

This study also contains:

  • Eight-year forecasts in volume by application
  • Break outs in each application by technology (ITO, other TCOs, ITO/TCO inks, carbon nanotube films, nanosilver-based TCs, metal grids and conductive polymers)
  • Forecast of ITO products by type (sputtering targets, films, coated glass, etc.)
  • Strategies of the leading TC firms are also assessed in the context of the latest market developments.

Nanomarkets ITO forecast

Nanomarkets TC application forecast

The strategies of the leading transparent conductor firms are also assessed in the context of the latest market developments. Among the firms discussed in this report are: 3M, Agfa, Apple, Applied Materials, Atmel, AUO, Bekaert Specialty Films, Brewer Science, Carestream, Chisso Corporation, Cima NanoTech, ClearJet, CNTouch, Corning, Deposition Sciences, DNP, Dyesol, Eastman Chemical, Evonik, FujiFilm, Fujimori Kogyo, Fujitsu, Google, Guangdong Zhengyang, Gunze, Heraeus, Hitachi, Innolux, Japan Display, JDSU, Kodak, Konica Minolta, Lenovo, LG, Linde, Merck, Mitsubishi, Microsoft, Mitsui Mining and Smelting, Nagaoka Sangyo, Nippon Mining & Metals, Nippon Soda, Nissan Chemical Industries, Nissha Printing, Nitto Denko, NSG, O-Film, Oike, Panasonic, Philips, Samsung, Sango Bo, Sanyo, Sony, Sumitomo, Synaptics, Teijin, Toray, Toshiba, Tosoh, Ulvac, Unidym, Uni-Pixel and many others.

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