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MicroNanoSystems
The
that use indium are indium antimony oxide (IAO) that bore the flag in this sector, but it has been
and antimony-doped ITO (IATO). These materials very quiet in the past year. By exact contrast,
substitution
exhibit transparency and (especially for IATO) Cambrios, which was very quiet in its early years,
resistivity, but they both still contain at least 90 has begun announcing alliances. It has
of ITO with
percent indium oxide by weight. developed ClearOhm ink and film, containing
conductive metal nanowires, and has teamed up
organic
Key Firms to Watch with Sumitomo and Chisso to market it as an
At the level of basic ITO powder production, the ITO substitute, starting first in the conventional
transparent
industry is dominated by a handful of firms and LCD market.
all of them have almost certainly been hit by the Meanwhile, Unidym, a major developer of
conductors
worldwide economic downturn. Mitsui Mining CNT films and has demonstrated the films in e-
and Smelting, one of the world’s largest paper and LCD applications in cooperation with
has not
producers of ITO, appears to be suffering as a Samsung. Because of the company’s high level
result of the recent economic crash. According of activity, further partnerships leading to
taken off as
to reports, the company is considering commercial products may be coming. Silicon
eliminating a division (not the ITO-producing Display Technology is partnering with Unidym to
rapidly as
division) but claims that its ITO business is strong demonstrate applications for CNT coatings in
and not at risk. various display products. So far, two kinds of
expected
Higher up the value chain, there are many EPD e-paper (monochrome and color) and a
firms that produce TCOs. There are two firms, full-color conventional LCD have been
Agfa and H.C. Starck, that are advocates for an demonstrated. Using a conventional LCD display
organic substitute for ITO. These two firms may seem like an unusual choice, since much of
expect the flexibility of their PEDOT conductive the anticipated benefit of CNT conductive films
coating to provide an entry for them into the is their flexibility. But most of the flexible
ITO substitute business. There seems to be a applications are either as yet nonexistent or the
28
significant amount of work being done on using benefits of flexible conductors are not apparent
PEDOT in OLED displays and lighting. There is a on the time scale of a product demonstration.
www
natural fit between a plastic conductor and a
.eur plastic light, display or solar panel. Summary of Market Forecasts
oasiasemiconductor
Agfa recently announced a demonstration of As has been stressed, traditional ITO products
“the world’s first large-area OLED tile that does will dominate the markets considered here
not require ITO... and has printed shunting throughout the forecast period for all the
lines.” The OLED uses Agfa’s Orgacon reasons discussed above and in the main body
PEDOT:PSS formulation for the transparent of this report. Even by the end of this eight year
electrodes and has metal shunting lines that are period, ITO will account for 90 percent of the
.com
printed instead of photolithography. transparent conductor market. However, the
Nanomaterials have potential to beat remaining 10 percent is of a very large market,
ITO in the long run. For a long making the addressable market for nonclassic
square4
Issue V 2009
time, Eikos was the firm ITO solutions worth pursuing.
We see the key long-term opportunities
occurring in the nanomaterials sector and the
revenues from this type of technology might
start to arrive quite fast in 2010 and beyond. The
TCOs sector is likely to remain niche-like in
revenue terms for years to come, with TFPV
providing much of the opportunity for this type
of material. We have also shown low numbers
for the polymer sector, but we want to
emphasize that this is a real world solution and
one success with this technology could propel
the market forward to much higher numbers
than shown here. The jury is still out on this
material.
For further details of this report please contact
NanoMarkets directly.
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