OLED Lighting Materials Markets 2012
The OLED lighting industry has taken great strides in the past two years. OLED luminaires are available to consumers for the first time and new firms are entering into the OLED business on a regular basis. However, OLED lighting fabrication remains concentrated in a small number of pilot lines whose future is uncertain.
Still, these pioneer facilities are beginning to shape which materials will be used in the next few years and beyond. And the firms that are now supplying relatively small amounts of OLED materials to these first OLED lighting manufacturing plants may well emerge as the materials market leaders later in the decade. Through examination of the types of materials in use today by the early-to-market OLED lighting firms, this report identifies from where the opportunities will come for the OLED lighting materials industry. It also discusses what has been working – and what has not – in the materials suppliers’ current efforts to break into the OLED lighting market.
NanoMarkets has been providing industry analysis for the OLED lighting community for six years, and this report builds on our well-respected forecasts of both OLED shipments and OLED lighting manufacturing capacity. It is also utilizes our insider’s understanding of what the major OLED lighting firms are likely to need from their materials suppliers. Although we show how OLED lighting could represent major potential for the materials and specialty chemical industry over the next decade, we pay special attention to how the opportunities for OLED lighting materials will develop over the next 18 months or so.
Among the important issues that this report discusses are the continuing dominance of UDC in important sectors of the OLED lighting market and the increasingly important role of Chinese OLED materials suppliers. It also evaluates the significance of the emergence of solution-processed small molecules and the continuing failure of polymer OLEDs to catch on the marketplace.
In the long run, NanoMarkets believes that OLED lighting will eventually emerge as the largest addressable market for OLED materials. However, there is still a long road ahead before the OLED materials market reaches this point. In the meantime, this report is an essential guide for firms seeking to gain a competitive edge with their materials to improve OLED lighting efficiency, lifetime, and reduction in total cost of ownership. Finally, the report contains detailed volume and revenue forecasts for materials used for OLED lighting broken out by material type and functionality.
Still, these pioneer facilities are beginning to shape which materials will be used in the next few years and beyond. And the firms that are now supplying relatively small amounts of OLED materials to these first OLED lighting manufacturing plants may well emerge as the materials market leaders later in the decade. Through examination of the types of materials in use today by the early-to-market OLED lighting firms, this report identifies from where the opportunities will come for the OLED lighting materials industry. It also discusses what has been working – and what has not – in the materials suppliers’ current efforts to break into the OLED lighting market.
NanoMarkets has been providing industry analysis for the OLED lighting community for six years, and this report builds on our well-respected forecasts of both OLED shipments and OLED lighting manufacturing capacity. It is also utilizes our insider’s understanding of what the major OLED lighting firms are likely to need from their materials suppliers. Although we show how OLED lighting could represent major potential for the materials and specialty chemical industry over the next decade, we pay special attention to how the opportunities for OLED lighting materials will develop over the next 18 months or so.
Among the important issues that this report discusses are the continuing dominance of UDC in important sectors of the OLED lighting market and the increasingly important role of Chinese OLED materials suppliers. It also evaluates the significance of the emergence of solution-processed small molecules and the continuing failure of polymer OLEDs to catch on the marketplace.
In the long run, NanoMarkets believes that OLED lighting will eventually emerge as the largest addressable market for OLED materials. However, there is still a long road ahead before the OLED materials market reaches this point. In the meantime, this report is an essential guide for firms seeking to gain a competitive edge with their materials to improve OLED lighting efficiency, lifetime, and reduction in total cost of ownership. Finally, the report contains detailed volume and revenue forecasts for materials used for OLED lighting broken out by material type and functionality.
EXECUTIVE SUMMARY
E.1 How do OLED lighting materials suppliers see the OLED next 18 months
E.2 Changes in the OLED lighting materials business since 2010
E.2.1 Important technical developments in OLED lighting materials
E.2.2 What does the emergence of the first OLED lighting products mean to materials suppliers?
E.2.3 Recent changes in the OLED materials supply structure
E.3 Current opportunities for OLED lighting materials suppliers
E.3.1 Materials for vacuum deposition: what opportunities are left?
E.3.2 DuPont and the future of solution-processed small molecules for lighting applications
E.3.3 Is there still a role for polymers in the OLED lighting business?
E.4 The role of IP in the OLED materials space
E.4.1 Will UDC maintain its dominance as a materials supplier?
E.5 Geographical considerations
E.5.1 The emergence of Chinese firms in the OLED lighting materials business
E.5.2 The future of Japanese OLED lighting materials suppliers in the worldwide OLED lighting market
E.6 Opportunities for the manufacturing equipment business
E.7 The prospects for startups and venture capital in the OLED lighting materials space
E.8 Summary of eight-year forecasts of OLED lighting materials
CHAPTER ONE: INTRODUCTION
1.1 Background to this report
1.2 Objectives and scope of this report
1.3 Methodology and information sources for this report
1.4 Plan of this report
CHAPTER TWO: THE MAJOR (ACTUAL AND POTENTIAL) USERS OF OLED LIGHTING MATERIALS
2.1 AUO: A likely market entrant from Taiwan
2.1.1 Will AUO use the same materials and suppliers for its lighting as for its displays?
2.2 GE and Its R2R OLED Lighting Production Line
2.2.1 The GE/DuPont alliance and beyond
2.2.2 What GE’s OLED lighting says about solution processing of small molecules
2.3 Kaneka: How will it participate in the OLED market and what materials is it likely to use?
2.4 Konica Minolta
2.4.1 Likely suppliers and materials used – if it builds its own plant
2.5 LG Chem and its future in OLED lighting
2.5.1 Suppliers and materials used by LG
2.6 Lumiotec: an early entrant with established connections
2.6.1 Suppliers and materials used by Lumiotec
2.7 Moser Baer
2.7.1 Test bed for UDC in the OLED lighting space
2.7.2 Other materials suppliers used by the Moser Baer line
2.8 NEC Lighting
2.8.1 Likely materials suppliers and materials used
2.9 Osram: A major early entrant
2.9.1 Likely materials suppliers and materials used
2.10 Panasonic Idemitsu Lighting
2.10.1 The role of Idemitsu Kosan
2.10.2 Other suppliers
2.11 Philips: An OLED lighting pioneer
2.11.1 OLED materials and suppliers currently used
2.11.2 Evolution of OLED lighting materials used at Philips
2.11 Pioneer: The first ever supplier of OLEDs
2.11.1 The role of Mitsubishi as a materials supplier
2.11.2 Other suppliers
2.12 Samsung: The dominant factor in OLED displays
2.12.1 Impact of Samsung’s dominance in OLED displays on its choice of materials and suppliers
2.13 Visionox
2.13.1 Materials suppliers for Visionox’s OLED lighting products
2.14 Other potentially important OLED lighting firms
CHAPTER THREE: EIGHT-YEAR MARKET FORECASTS FOR OLED LIGHTING MATERIALS
3.1 Forecasting methodology and assumptions about material content
3.1.1 Changes in assumptions and methodology since the last report
3.1.2 Assumptions about the OLED stack structure
3.1.3 Materials pricing assumptions
3.2 Eight-year forecasts of OLED lighting shipments
3.2.1 Forecast of OLED lighting by total area
3.2.2 Forecast of OLED lighting shipments by application
3.3 Eight-year forecasts of OLED lighting materials demand for each layer by material type
3.3.1 Cathode materials
3.3.2 EML materials
3.3.3 ETL materials
3.3.4 HTL/EBL materials
3.3.5 HIL materials
3.3.6 Anode materials
3.3.7 Encapsulation
3.5 Summaries of eight-year forecasts of OLED lighting materials
3.5.1 Breakout of small molecule OLED lighting materials: solution-processing vs. vapor deposition materials
3.5.2 Breakout of eight-year forecasts by material type: small molecule vs. polymer
3.5.3 Grand total summary of eight-year forecasts of OLED lighting materials
3.6 Eight-year forecast of OLED lighting substrates
3.7 Alternative scenarios
3.7.1 OLED lighting achieves minimal penetration in the general lighting market: materials implications
3.7.2 OLED lighting for luxury lighting only: materials implications
E.1 How do OLED lighting materials suppliers see the OLED next 18 months
E.2 Changes in the OLED lighting materials business since 2010
E.2.1 Important technical developments in OLED lighting materials
E.2.2 What does the emergence of the first OLED lighting products mean to materials suppliers?
E.2.3 Recent changes in the OLED materials supply structure
E.3 Current opportunities for OLED lighting materials suppliers
E.3.1 Materials for vacuum deposition: what opportunities are left?
E.3.2 DuPont and the future of solution-processed small molecules for lighting applications
E.3.3 Is there still a role for polymers in the OLED lighting business?
E.4 The role of IP in the OLED materials space
E.4.1 Will UDC maintain its dominance as a materials supplier?
E.5 Geographical considerations
E.5.1 The emergence of Chinese firms in the OLED lighting materials business
E.5.2 The future of Japanese OLED lighting materials suppliers in the worldwide OLED lighting market
E.6 Opportunities for the manufacturing equipment business
E.7 The prospects for startups and venture capital in the OLED lighting materials space
E.8 Summary of eight-year forecasts of OLED lighting materials
CHAPTER ONE: INTRODUCTION
1.1 Background to this report
1.2 Objectives and scope of this report
1.3 Methodology and information sources for this report
1.4 Plan of this report
CHAPTER TWO: THE MAJOR (ACTUAL AND POTENTIAL) USERS OF OLED LIGHTING MATERIALS
2.1 AUO: A likely market entrant from Taiwan
2.1.1 Will AUO use the same materials and suppliers for its lighting as for its displays?
2.2 GE and Its R2R OLED Lighting Production Line
2.2.1 The GE/DuPont alliance and beyond
2.2.2 What GE’s OLED lighting says about solution processing of small molecules
2.3 Kaneka: How will it participate in the OLED market and what materials is it likely to use?
2.4 Konica Minolta
2.4.1 Likely suppliers and materials used – if it builds its own plant
2.5 LG Chem and its future in OLED lighting
2.5.1 Suppliers and materials used by LG
2.6 Lumiotec: an early entrant with established connections
2.6.1 Suppliers and materials used by Lumiotec
2.7 Moser Baer
2.7.1 Test bed for UDC in the OLED lighting space
2.7.2 Other materials suppliers used by the Moser Baer line
2.8 NEC Lighting
2.8.1 Likely materials suppliers and materials used
2.9 Osram: A major early entrant
2.9.1 Likely materials suppliers and materials used
2.10 Panasonic Idemitsu Lighting
2.10.1 The role of Idemitsu Kosan
2.10.2 Other suppliers
2.11 Philips: An OLED lighting pioneer
2.11.1 OLED materials and suppliers currently used
2.11.2 Evolution of OLED lighting materials used at Philips
2.11 Pioneer: The first ever supplier of OLEDs
2.11.1 The role of Mitsubishi as a materials supplier
2.11.2 Other suppliers
2.12 Samsung: The dominant factor in OLED displays
2.12.1 Impact of Samsung’s dominance in OLED displays on its choice of materials and suppliers
2.13 Visionox
2.13.1 Materials suppliers for Visionox’s OLED lighting products
2.14 Other potentially important OLED lighting firms
CHAPTER THREE: EIGHT-YEAR MARKET FORECASTS FOR OLED LIGHTING MATERIALS
3.1 Forecasting methodology and assumptions about material content
3.1.1 Changes in assumptions and methodology since the last report
3.1.2 Assumptions about the OLED stack structure
3.1.3 Materials pricing assumptions
3.2 Eight-year forecasts of OLED lighting shipments
3.2.1 Forecast of OLED lighting by total area
3.2.2 Forecast of OLED lighting shipments by application
3.3 Eight-year forecasts of OLED lighting materials demand for each layer by material type
3.3.1 Cathode materials
3.3.2 EML materials
3.3.3 ETL materials
3.3.4 HTL/EBL materials
3.3.5 HIL materials
3.3.6 Anode materials
3.3.7 Encapsulation
3.5 Summaries of eight-year forecasts of OLED lighting materials
3.5.1 Breakout of small molecule OLED lighting materials: solution-processing vs. vapor deposition materials
3.5.2 Breakout of eight-year forecasts by material type: small molecule vs. polymer
3.5.3 Grand total summary of eight-year forecasts of OLED lighting materials
3.6 Eight-year forecast of OLED lighting substrates
3.7 Alternative scenarios
3.7.1 OLED lighting achieves minimal penetration in the general lighting market: materials implications
3.7.2 OLED lighting for luxury lighting only: materials implications
