The OLED materials space has been covered for eight years, and expectations for this market have swung backwards and forwards. For the moment there seems to be rising demand for OLED phones and tablets, but the short-term picture remains uncertain for OLED lighting and OLED TV panels. An old debate that shows no sign of going away is whether OLED materials can be effectively solution-processed. New issues are emerging and will help shape the OLED materials business, such as being “green” and avoiding rare and costly materials in what are often price-sensitive markets.
Perhaps the most interesting aspect of the OLED materials market is how the structure of the industry is changing. With all the uncertainties and captive markets, do newer companies in this space stand a chance? What will happen to the established suppliers in Japan who have been around since the days when “OLED” meant PM OLED?
This report provides answers to all these questions. The report includes detailed volume and revenue forecasts, broken out by application, material type, functionality, and deposition method. It also examines the core strategies of leading players in the OLED materials space.
E.1 Changes in the OLED Materials Market in the Past Year
E.1.1 Technology Changes and Issues to Solve
E.1.2 Market and Supply Chain Changes
E.2 Are There Still Market Opportunities in the OLED Materials Space?
E.3 Key Companies to Watch
E.4 Summary of Eight-Year Forecasts for OLED Materials
Chapter One: Introduction
1.1 Background to this Report
1.2 Objective and Scope of this Report
1.5 Plan of this Report
Chapter Two: Markets for OLED Materials: Awaiting News on TVs and Lighting
2.1 Small and Medium Displays: A Reliable Market for OLED Materials
2.2 What OLED TV’s Success Would Mean for the OLED Materials Business
2.3 OLED Materials and the Future of OLED Lighting
2.4 Automotive OLED Lighting: What Materials Should Expect
2.5 Will Wearables be the Next Market for OLEDs? Implications for OLED Materials
2.6 Key Points from this Chapter
Chapter Three: Trends Shaping the OLED Materials Market
3.1 New Trends in the Emissive Layer: Commercial Implications
3.1.1 Blue: The Neverending Story
3.2 Other Trends in the OLED Stack: Commercial Implications for Materials
3.3 Eliminating Iridium and Other Environmental Issues
3.4 Flexible OLEDs are Real: So What is the Future of Encapsulation?
3.5 Will Ever OLEDs Move Past ITO?
3.6 Solution Processing for OLEDs: If Not Now When?
3.7 Key Points from this Chapter
Chapter Four: Evolution of the OLED Supply Chain
4.1 The Future of Traditional Japanese OLED Materials Suppliers
4.2 UDC in Next Decade
4.3 The Samsung Materials Supply Chain
4.3.1 A New Role for Novaled
4.4 The LG Materials Supply Chain
4.5 If Apple Goes OLED Who Will Supply Its Materials?
4.6 Can OLED Materials Startups Succeed?
4.7 China Changes Everything
4.8 Key Points from this Chapter
Chapter Five: OLED Materials and Market Forecasts
5.1 Forecasting Methodology and Assumptions
5.1.1 Changes from Last Year's Forecast
5.1.2 Pricing Assumptions
5.1.3 General Economic Assumptions
5.2 Panel Area Forecasts for OLED Panels by Application: Displays and Lighting
5.3 Eight-Year Forecasts of OLED Emissive Layer Materials
5.4 Eight-Year Forecasts of Electron Transport Materials
5.5 Eight-Year Forecasts of Hole Transport, Hole Blocking, and Electron Blocking Materials
5.6 Eight-Year Forecasts of Hole Injection Layer Materials
5.7 Eight-Year Forecasts of Electrode Materials in OLEDs
5.8 Eight-Year Forecasts of OLED Encapsulation
5.9 Eight-Year Forecasts of Substrates in OLEDs
5.10 Summary of Eight-Year Forecasts of OLED Materials
5.10.1 Breakout by type of manufacturing
Acronyms and Abbreviations
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