Executive Summary
E.1 Opportunity Analysis
E.1.1 The State of the ITO Market
E.1.2 ITO Classic
E.1.3 The Cracks in ITO: Five Opportunities for ITO Replacement
E.2 Key Firms, Products and Innovations to Watch For
E.2.1 Financial and Technical Innovations in the Indium Market
E.2.2 ITO Itself
E.2.3 Non-ITO Innovations
E.3 Summary of Market Forecasts
Chapter One: Introduction
1.1 Background to this Report
1.1.1 The Indium Scare
1.1.2 Beyond Indium: The New Transparent Conductors
1.1.3 ITO Replacements: The Options
1.1.4 ITO Replacements: First Apps
1.2 Objective and Scope of this Report
1.3 Methodology of this Report
1.4 Plan of this Report
Chapter Two: ITO and its Alternatives
2.1 Introduction
2.2 ITO Classic
2.2.1 The Indium Business: Extraction and Pricing of Indium
2.2.2 Indium and Reclamation of ITO
2.2.3 The ITO Business
2.3 Printed ITO and Other Innovations
2.3.1 ITO Inks
2.4 Other Metal Oxides as an Alternative to ITO
2.4.1 ITO, Dopants and Silver
2.4.2 Zinc Oxides as Transparent Conductors
2.4.3 Tin Oxides as Transparent Conductors
2.5 PEDOT as an Alternative to ITO
2.5.1 Advantages and Applications of PEDOT as an ITO Replacement
2.5.2 PEDOT, Printing and ITO
2.5.3 Disadvantages of PEDOT as an ITO Replacement
2.6 Transparent Conductors and Carbon Nanotubes
2.6.1 CNTs as an ITO Replacement
2.6.2 Research Directions and Likely Improvements in CNT Coatings
2.6.3 Eikos
2.6.4 Unidym
2.6.5 Regroupement québécois sur les matériaux de pointe (RQMP)
2.7 Other Nanotechnology Approaches to Transparent Conductors
2.7.2 Sony
2.7.3 University of Michigan
2.8 Key Points from this Chapter
Chapter Three: Applications for ITO and its Replacements
3.1 Introduction
3.2 Displays
3.2.1 Conventional Flat-Panel Displays
3.2.2 Touch Screen Displays
3.2.3 Flexible Displays
3.3 Photovoltaics (PV)
3.4 Lighting
3.5 Other Applications and Opportunities for ITO and its Replacements
3.6 Key Points in this Chapter
Chapter Four: Eight-Year Market Forecasts
4.1 Forecasting Methodology
4.1.1 What We Have Forecast and Why
4.1.2 Forecast of Novel Materials
4.1.3 Alternative Scenarios
4.2 Some Notes on Pricing
4.2.1 Basic ITO Products
4.2.2 ITO-Coated Substrates and ITO Inks
4.2.3 ITO-Replacement Products
4.3 Forecast of Basic ITO Products by Geographical Region
4.4 Eight-Year Forecasts by Application
4.4.1 Rigid LCDs and Other FPD Displays
4.4.2 Touch-Screen Displays
4.4.3 Flexible Displays
4.4.4 EL and OLED Lighting
4.4.5 Photovoltaics Market
4.4.6 Other Coatings
4.5 Summary of Eight-Year Forecasts of ITO and ITO Replacements
Acronyms and Abbreviations Used in this Report
About the Author
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