 |
|
|
|
|
| Printed Electronics
| | 07/28/06, 120688 | | From ResearchConnect Analyst Reports - Technical | |
Printed electronics is a term that encompasses much more than the long awaited commercialisation of thin film transistor circuits (TFTCs) and organic light emitting diode displays (OLEDs). Both will have greatest potential when we can print them on common packaging material. TFTCs will be more robust and lower in cost than silicon chips so they will appear everywhere from singing gift cards to smart medical packaging and moving colour pictures in electronic books. However, those devices are only a part of what is going on. All significant developments in printed electronics are closely analysed in this report. Unusually, we also look at the many printed electronic devices and displays - electrochromic, electroluminescent, etc. - that are already a commercial reality even on flexible substrates. Today's successes also employ conductors, batteries, inductors, antennas, capacitors and electrically active materials that are printed. The moving colour billboard and gift card that are printed on flexible plastic are a reality today but rarely reported - there are lessons to be learned. Other advances are close behind, including printed thin film fuel cells and solar cells. Later will come self-adjusting 'use by' dates, printed microprocessors and other wonders. The report describes three waves of development and the range of new applications and new suppliers being spawned as a result. However, it is not a listing of technologies but a thorough review of the changes in society that are driving these developments, a description of the new products that are needed and the very low prices at which these, usually disposable devices will sell in the millions to trillions. The most exciting suppliers and users that are emerging are identified and eleven-year forecasts are made by product. Brands will be reinvented to fight off the supermarket clones. The increasing percentage of dependent elderly will achieve better health and freedom thanks to ubiquitous disposable electronics. Automated, error free, pain free drug delivery from smart skin patches with sensors is just one example. Those ignoring this revolution will miss the very rapid change in healthcare, consumer goods, military, postal and other sectors that results and the new legislation demanding the new levels of error prevention, safety and traceability that will become possible. They will not be among those creating major new companies and services from nowhere. They will be left behind. Table of Contents EXECUTIVE SUMMARY AND CONCLUSIONS 1. INTRODUCTION 1.1. 20 year forecasts of unusual breadth 1.2. The global electronics industry and GDP 1.3. Geographical differences 1.4. Importance of China 1.5. The electronics industry 1.6. Scope for organic electronics and electrics 1.7. There is a bigger picture 1.8. Displays are the main sector for now 1.9. Surprisingly poor progress with low cost electronics so far 1.10. Silicon chips hit the buffers, organics has a clear run? 1.11. Organics for smart packaging 1.12. Driving forces for disposable electronics 1.13. Balance of reporting on printed and organic electronics 1.14. Inorganic patterning shows the way 1.15. Great uncertainty 1.16. Categories breaking down 1.17. Challenging conventional electronics 1.18. Formidable new competition for organic electronics 1.19. Assumptions for our forecasts 2. LOGIC AND MEMORY 2.1. Market by region 2005-2025 2.2. Impact on silicon 2.3. Memory 2.4. RFID 2.4.1. Market for RFID 2.4.2. Ultimate potential for highest volume RFID 2.4.3. Penetration of chipless RFID 2.5. Plastic Logic prototype line 3. DISPLAYS 3.1. OLEDs as displays for electronic products 3.1.1. Market by region 2005-2025 3.1.2. Market drivers 3.1.3. Considerable optimism 3.1.4. Importance of flexible OLED displays 3.1.5. Profitable sales in 2007? 3.1.6. Examples 3.1.7. Main uses 3.1.8. Monochrome dying 3.2. OLEDs for billboard, poster, signage 3.2.1. Market by region 2005-2025 3.2.2. Areas of signage etc 3.2.3. Main investment in East Asia 3.2.4. Unique problems mean delayed takeoff 3.2.5. Different competition vs electronic displays 3.2.6. Challenges outdoors 3.2.7. Market forecast for dynamic signage 3.3. Non-emissive displays for all purposes 3.3.1. Market by region 2005-2025 3.3.2. Electrophoretic 3.3.3. Aveso forecasts of the market opportunity for low cost displays 3.3.4. Unusually broad applicability 3.3.5. Packaging and other disposables 4. LIGHTING 4.1. Market by region 2005-2025 4.2. General illumination market 4.3. Examples 4.4. Stand alone equipment 4.5. Significance of OLEDs and challenges 4.6. Primary categories of lighting compared with emerging OLED capability 4.7. LEDs 4.8. Where OLED lighting will be used - building and vehicle statistics 5. ELECTROSTATIC AND RF SHIELDING 5.1. Market by region 2005-2025 5.2. Market drivers and examples 5.3. Technologies 6. POWER 6.1. Batteries 6.1.1. Market by region 2005-2025 6.1.2. Importance of laminar batteries 6.1.3. Competition from inorganics 6.1.4. Example - VoltaFlex 6.2. Photovoltaics and thermovoltaics 6.2.1. Market by region 2005-2025 6.2.2. Thermolife 6.2.3. Applications 6.2.4. Construction 6.2.5. Structure of the market by technology 6.2.6. Historical market growth 6.3. Fuel cell and other 6.3.1. Market by region 2005-2025 6.3.2. The Ceres and Toshiba laminar fuel cells 7. SENSORS AND OTHER ELECTRONIC COMPONENTS 7.1. Market by region 2005-2025 7.2. Sensors 7.3. A very broad subject - market drivers 7.4. Food supply chains 7.5. Other components 7.6. Conductors/ interconnects 7.6.1. Sensing intrusion 7.6.2. Main applications 7.6.3. Market size for laminar conductors 8. GLOBAL MARKETS AND TIMELINES 8.1. Market by applicational sector 8.1.1. Vision of 2020 and 2025 8.1.2. Varied impacts 8.1.3. Typical products incorporating organic electronics 8.1.4. Global market for organic electronics 2005-2025 8.2. Markets by region 8.2.1. North America 8.2.2. Europe 8.2.3. Asia Pacific 8.2.4. Rest of World 8.3. Market by technology 8.4. Timelines 2005-2025 8.4.1. Logic and memory for RFID 8.4.2. Logic for backplane display drivers 8.4.3. OLED displays 8.4.4. OLED lighting 8.5. Sensor driven closed systems 8.6. Conductive patterns 8.6.1. Conductive plastics 8.6.2. Applicability of organic conductors 8.6.3. Participants in the organic electronics business TABLES 1.1. Global GDP and electronics growth % by value 2003 and 2004 1.2. GDP growth % by territory 1.3. Global electronics industry by application 1.4. Global cellphone sales 1997 to 2005 in millions 1.5. Global camera phone sales in millions 2002 to 2005 1.6. Some of today's disposable electronics and why inorganic technology is needed to make it more saleable and useful 1.7. Some of the technical constraints of organic electronics and the exciting recent history of breakthroughs that give credibility to more being overcome in the next few years 1.8. Examples of formidable competition for organic electronics that is emerging. 1.9. Categories and assumptions used in our forecasts 1.10. Primary assumptions of organic electronics in full production 2005 to 2025 2.1. Global market for organic logic and memory 2005-2025 in billions of dollars 2.2. North America market for organic logic and memory 2005-2025 in billions of dollars 2.3. Europe market for organic logic and memory 2005-2025 in billions of dollars 2.4. Asia Pacific market for organic logic and memory 2005-2025 in billions of dollars 2.5. Rest of World market for organic logic and memory 2005-2025 in billions of dollars 2.6. Scope for organic TFTCs to create new markets or replace silicon chips 2.7. Volume sales of tags by application 2005-2015 2.8. Total value of tags in billions of US dollars per application 2005-2015 2.9. Prototype 13.56 MHz RFID smart labels from reel to reel production of organic TFTCs by PolyIC 2.10. Choices of digital chipless RFID technologies 2.11. Percentage penetration of chipless technologies into the RFID tag business by numbers of tags sold globally. 3.1. Global market for OLED displays for electronic products 2005-2025 in billions of dollars 3.2. Global market for OLED displays for electronic products 2005-2025 in numbers of units, million 3.3. North America market for OLED displays for electric products 2005-2025 in billions of dollars 3.4. Europe market for OLED displays for electric products 2005-2025 in billions of dollars 3.5. Asia Pacific market for OLED displays for electric products 2005-2025 in billions of dollars 3.6. Rest of World market for OLED displays for electric products 2005-2025 in billions of dollars 3.7. Optimism about OLED displays expressed by industry 3.8. Global market for OLED billboard, poster, signage 2005-2025 in billions of dollars 3.9. North America market for OLED billboard, poster, signage 2005-2025 in billions of dollars 3.10. Europe market for OLED billboard, poster, signage 2005-2025 in billions of dollars 3.11. Asia Pacific market for OLED billboard, poster, signage 2005-2025 in billions of dollars 3.12. Rest of World market for OLED billboard, poster, signage 2005-2025 in billions of dollars 3.13. Comparison of the features of various technologies for advertising and signage 3.14. Global market for organic non-emissive displays 2005-2025 in billions of dollars 3.15. North America market for non-emissive displays 2005-2025 in billions of dollars 3.16. Europe market for non-emissive displays 2005-2025 in billions of dollars 3.17. Asia Pacific market for non-emissive displays 2005-2025 in billions of dollars 3.18. Rest of World market for non-emissive displays 2005-2025 in billions of dollars 4.1. Global market for OLED lighting 2005-2025 in billions of dollars 4.2. North America market for OLED lighting 2005-2025 in billions of dollars 4.3. Europe market for OLED lighting 2005-2025 in billions of dollars 4.4. Asia Pacific market for OLED lighting 2005-2025 in billions of dollars 4.5. Rest of World market for OLED lighting 2005-2025 in billions of dollars 4.6. Incandescent, fluorescent, inorganic LED and the potential performance of OLED lighting compared 4.7. Historical and projected sales of inorganic LED lighting 2002-2008 in billions of units 4.8. Dwelling stock: stock and housebuilding, European Union, 2002 4.9. Global population of vehicles 1997, 2005, 2030 in millions 5.1. Global market for organic electrostatic and RF shielding 2005-2025 in billions of dollars 5.2. North America market for electrostatic and RF shielding 2005-2025 in billions of dollars 5.3. Europe market for electrostatic and RF shielding 2005-2025 in billions of dollars 5.4. Asia Pacific market for electrostatic and RF shielding 2005-2025 in billions of dollars 5.5. Rest of World market for electrostatic and RF shielding 2005-2025 in billions of dollars 6.1. Global market for laminar batteries that use organic electrolytes 2005-2025 $ billion 6.2. North America market for laminar batteries 2005-2025 in billions of dollars 6.3. Europe market for laminar batteries that use organic electrolytes 2005-2025 in billions of dollars 6.4. Asia Pacific market for laminar batteries that use organic electrolytes 2005-2025 in billions of dollars 6.5. Rest of World market for laminar batteries that use organic electrolytes 2005-2025 in billions of dollars 6.6. Market for complete active RFID tags 2005-2025 $ million 6.7. RFID market for printed organic batteries 2005-2025 $ million 6.8. Global market for organic photovoltaics 2005-2025 $ billion 6.9. North America market for organic photovoltaics 2005-2025 $ billion 6.10. Europe market for organic photovoltaics 2005-2025 $ billion 6.11. Asia Pacific market for organic photovoltaics 2005-2025 $ billion 6.12. Rest of World market for organic photovoltaics 2005-2025 $ billion 6.13. US spend on camping, hiking, backpacking 2002 $ billion 6.14. Structure of the global photovoltaic market by technology in 2005 and the potential for organic photovoltaics 6.15. The global photovoltaic market in megawatts 1994 and 2002 6.16. Market for organic photovoltaics by application 2005-2025 $ million 6.17. Global market for organic fuel cells and other forms of organic power 2005-2025 in billions of dollars 6.18. North America market for organic fuel cells and other forms of organic power 2005-2025 in billions of dollars 6.19. Europe market for organic fuel cells and other forms of organic power 2005-2025 in billions of dollars 6.20. Asia Pacific market for organic fuel cells and other forms of organic power 2005-2025 in billions of dollars 6.21. Rest of World market for organic fuel cells and other forms of organic power 2005-2025 in billions of dollars 7.1. Global market for organic sensors and other components 2005-2025 in billions of dollars 7.2. North America market for organic sensors and other components 2005-2025 in billions of dollars 7.3. Europe market for organic sensors and other components 2005-2025 in billions of dollars 7.4. Asia Pacific market for organic sensors and other components 2005-2025 in billions of dollars 7.5. Rest of World market for organic sensors and other components 2005-2025 in billions of dollars 7.6. Main applications of conductive inks and some major suppliers today 7.7. Market size for polymer thick film inks and ceramic thick film inks 7.8. Market share by application of metallic/carbon Polymer Thick Film PTF ink 7.9. Market size for carbon conductive inks 8.1. Possible breakdown of the market for organic electronics in 2025 by numbers and value. 8.2. Some constituents of the market for organic electronics in 2015 by numbers and value. 8.3. Global market for organic electronics 2005-2025 in billions of dollars 8.4. Markets by technology in North America $ billions 8.5. Markets by technology in Europe $ billions 8.6. Markets by technology in Asia Pacific $ billions 8.7. Markets by technology in the Rest of The World $ billions 8.8. Global market for organic electronics and the OLED part 2005-2025 in billions of dollars 8.9. Percentage of the organic electronics and electrics market represented by OLEDs by value 2005 to 2025 8.10. Organic TFTC timelines as display drivers 8.11. Timelines for OLED active matrix displays 8.12. Some timelines for OLED lighting 8.13. Progress in the conductance and therefore the usefulness of organic conductive patterns 2005, 2015, 2025 8.14. The most popular printing equipment for production of conductive patterns as electrodes, interconnects etc 2005, 2008, 2025 8.15. Examples of companies developing organic logic and/or memory and their main emphasis 8.16. Examples of companies developing organic logic and/or memory and their main emphasis 8.17. Examples of companies developing organic non-emitting displays and their main emphasis 8.18. Companies developing organic electrostatic and RF protection 8.19. Examples of companies developing organic laminar batteries and their main emphasis 8.20. Examples of companies developing organic photovoltaics and their main emphasis 8.21. Examples of companies developing organic laminar fuel cells and their main emphasis 8.22. Examples of companies developing organic sensors and other components and their main emphasis FIGURES 1.1. Global semiconductor shipments monthly and three month average 1983 to 2005 1.2. Fujitsu eight chip stacked package 1.3. Typical price breaks for high volume electronics and examples of potential advances. 2.1. Experimental gigabit level organic ferroelectric non-volatile memory on a flexible substrate from Thin Film Electronics of Sweden. 2.2. Potential, in billions yearly, for global sales of RFID labels and circuits printed directly onto products or packaging. Item level is shown in red. These are examples. 2.3. Chipless RFID benefits and potential benefits 2.4. Chipless RFID technologies - limitations 2.5. The Plastic Logic preproduction line for organic thin film transistor circuits, new mid 2005 3.1. A Sony OLED display illustrating its remarkable thinness 3.2. Concept of apparel that illuminates with flexible OLED displays 3.3. An OLED display in a Kodak camera 3.4. Concepts of OLED street signage and advertising 3.5. A concept of "wallpaper television" based on OLEDs. 3.6. US outdoor advertising spend 1993 - 2004 3.7. Outdoor advertising split by four major product categories 3.8. Breakdown of locations of outdoor advertising. 3.9. Large area display units 2002-2009 3.10. Gyricon electrically reprogrammable black and white signage 3.11. The potential for low cost printed displays i.e. below the costs obtainable with emissive technology. 3.12. Aveso alphanumeric displays can be produced in millions at low cost 3.13. Aveso low cost flexible displays with silicon chip drive circuits 4.1. A small OLED light 4.2. The space saving of OLED lights and their exceptional colour tunability 5.1. Panipol polyaniline-based electrostatic shielding 6.1. Structure of an organic battery suitable for fast reel to reel assembly 6.2. Voltaflex organic polymer lithium battery 6.3. Inorganic solid state lithium miniature batteries a few centimeters across. 6.4. Infinite Power Solutions lithium batteries a few millimeters across 6.5. The flexible organic solar cells 6.6. The Ceres UK laminar fuel cell 6.7. Construction of Ceres UK fuel cell 6.8. A Toshiba Japan fuel cell for MP3 players etc being refuelled with methanol 6.9. Miniature aluminium air fuel cell 7.1. The main options for organic sensors 7.2. Dependent elderly as a percent of population for Italy, Japan, France, Sweden, UK and US 1970 to 2040 7.3. Bioett of Sweden electronic label consisting of a printed organic biosensor, capacitor and inductor used for monitoring the temperature history of food. 7.4. An inorganic ac electroluminescent smart window that reveals a pattern on sensing sunlight 7.5. Cypak intelligent package showing printed graphite sensors and the silicon microchip. 8.1. The potential annual global sales of each type by 2020 8.2. Examples of organic electronics and electrics tackling different technologies and applications. 8.3. Value of barcode and RFID labels sales 1970 to 2025 and the growth of sale of electronic inks for the direct printing of organic RFID circuits onto products and packaging 8.4. OLED display roadmap 8.5. Probable timeline for a closed system based on organic sensors. 8.6. Actual and potential choices of conductive patterning technology with some dates for production | |
| | |
|
|
|
|
|
|
|
