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The Business Case for Indium Tin Oxide and Alternative Transparent Conductors Product Image

The Business Case for Indium Tin Oxide and Alternative Transparent Conductors

  • ID: 1842675
  • February 2011
  • 67 Pages
  • NanoMarkets

This report examines the business case for using alternative transparent conductors - that is transparent conductors other than ITO - in key applications including displays, lighting and photovoltaics. The materials that we consider in this report are primarily other TCOs, conductive polymers, nanosilver coatings, and nanocarbon coatings.

We begin by taking a look at the current and future performance factors of the major alternatives to ITO and comparing them in quantitative terms with ITO. We then go on to consider how these comparisons are likely to change over time, especially given the early technology stage at which transparent conducting nanomaterials find themselves. The principal ways in which we make these comparisons is in terms of transparency, conductivity, flexibility/resiliency and cost, although we also cover other factors too.

In the second part of this report, we examine the business cases that have been made in all the applications areas in which transparent conductors are used and how these are likely to evolve over the next few years as materials and end user technologies change. In particular, we look at how the arrival of next-generation displays, READ MORE >

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Executive Summary
E.1 Why the Old Business Cases for ITO Alternatives are Not Enough
E.1.1 ITO and Costs: The Real Story
E.1.2 Why ITO Alternatives Have Never Made Money
E.2 Components of the New Business Case for ITO Alternatives
E.2.1 Business Cases for Mature Alternatives: TCOs and Polymers
E.2.2 Business Cases for Transparent Conductive Nanomaterials
E.3 Who Will Be the Early Adopters of Nanomaterial-Based Transparent Conductors?
E.4 Selling Manufacturers on the Benefits of Alternative Transparent Conductors

Chapter One: Introduction
1.1 Background to this Report
1.1.1 Why Alternative Transparent Conductors May Not Take Off
1.1.2 Making the Business Case for ITO Alternatives
1.1.3 Footholds: Alternative TCOs and Conductive Polymers
1.2 Objectives and Scope of this Report
1.3 Methodology of this Report
1.4 Plan of this Report

Chapter Two: Technical and Cost Components of Transparent Conductor Business Cases
2.1 Current Material Choices for Transparent Conductors: From ITO to Nanomaterials
2.1.1 ITO
2.1.2 Other TCOs
2.1.3 Conductive Polymers
2.1.4 Nanosilver Films
2.1.5 Carbon Nanotube Films
2.2 Comparison of Transparent Conductors as Transparent Materials
2.2.1 Likelihood of Transparency Improvements: From Where Will They Emerge?
2.3 How Conductive are Transparent Conductors?
2.3.1 Likelihood of Improved Conductivity: From Where Will It Emerge?
2.4 The Flexibility and Resiliency Issue
2.4.1 How Fragile is ITO Really?
2.4.2 How Resilient are ITO Alternatives?
2.5 Cost Issues
2.5.1 Likely Cost Trends for ITO
2.5.2 Polymers and TCOs as Low-Cost Alternatives to ITO
2.5.3 Price Expectations for Nanomaterials Used as Transparent Conductors
2.4 Key Points Made in this Chapter

Chapter Three: Transparent Conductor Business Cases: Application by Application
3.1 The Ongoing Case for ITO in LCD Displays
3.1.1 Can ITO Ever be Dislodged from its Throne in the LCD Business?
3.1.2 Where a Case Has Been Made for an Alternative Transparent Conductor: The Case of the Plasma Display
3.2 Making the Case for ITO Replacement in Touch-Screen Displays
3.2.1 Analog Resistive
3.2.2 Projected Capacitive
3.3 Likely Trends for Transparent Conductors in the OLED Space
3.3.1 How the New AMOLED Makers are Likely to View Transparent Conductors
3.3.2 How Will the New OLED Lighting Business Look at Transparent Conductors?
3.4 Making the Business Case for Transparent Conductors in EPDs and Flexible Displays
3.5 How the Business Case for Transparent Conductors is Made in the PV Sector
3.5.1 Differences by Absorber Materials
3.5.2 Likely Impact of PV Industry Thinking on the Display Industry
3.6 The Business Case for Transparent Conductors in Antistatic Coatings and EMC Applications
3.7 Key Points Made in this Chapter

Acronyms and Abbreviations Used In this Report

About the Author

List of Exhibits:

Exhibit E-1: Summary of Transparent Conductor Markets ($ Millions)
Exhibit 2-1: Transparent Conductor Material Types, Advantages, and Disadvantages
Exhibit 2-2: Transparency of Transparent Conductive Material Types
Exhibit 2-3: Sheet Resistance of Transparent Conductive Material Types
Exhibit 2-4: Flexibility of Transparent Conductive Material Types
Exhibit 2-5: Cost of Transparent Conductive Material Types
Exhibit 3-1: Important Parameters for Transparent Conductors Used for LCD Displays
Exhibit 3-2: Important Parameters for Transparent Conductors Used for Plasma Displays
Exhibit 3-3: Important Parameters for Transparent Conductors Used for Touch-Screen Displays
Exhibit 3-4: Important Parameters for Transparent Conductors Used for OLED Display Electrodes
Exhibit 3-5: Important Parameters for Transparent Conductors Used for OLED Lighting Electrodes
Exhibit 3-6: Important Parameters for Transparent Conductors Used for EPDs
Exhibit 3-7: Important Parameters for Transparent Conductors Used for PV Electrodes
Exhibit 3-8: Important Parameters for Transparent Conductors Used for ESD and EMC Applications

Note: Product cover images may vary from those shown
Note: Product cover images may vary from those shown

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