Market trends in printed and flexible electronicssemieurope.omnibooksonline.com/2016/semicon_europa/2016FLEX Eur… · Flexible OLED displays are on their way Plastic OLED displays

Copyright © 2016 IDTechEx

Market trends

in printed and flexible

electronics

SEMICON Europa 2016

Dr Guillaume Chansin

[email protected]

mailto:[email protected]


Technology landscape

Company profiles

Market forecasts

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Helping you profit from Emerging Technologies


Different points of maturity, revenue, profitability and growth

Printed, Flexible & Organic Electronics Status

Source: IDTechEx report “Printed, Organic, Flexible Electronics 2016-2026”

OLED

Displays

$16 Billion

Sensors

$6 Billion

Conductive

Ink

$1.3 Billion

not printed

printed

• Organic, but not printed

• Progression to flexible displays

• Now in laptops and VR headsets

• Glucose test strips are the

majority of the market (20bn units)

• Emerging sensors with strong

growth potential

• PV is main market, followed by

touch panel electrodes

• New applications in e-textiles

and in-mold electronics

Displays & Lighting

E-paper displays $400Mn

AC EL displays $80Mn

OLED Lighting $50Mn

Electrochromic

displays

<$2Mn

Logic & memory $8Mn

Power

Printed/thin film

batteries

$2Mn

OPV, DSSC <$1Mn

printed


Heliatek has secured €80m in additional funding for OPV manufacturing in Dresden

PragmatIC has raised ~ €20m from investors including Avery Dennison

Thinfilm invests in new production site in Silicon Valley (formerly owned by Qualcomm)

Cambrios back in business after acquisition by TPK

Sharp (Foxconn) will invest $570m in pilot line for OLED displays

Recent investment / acquisitions


2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025Beyond

10 years

R & DModule

Prototype

Demonstration Projects

& Technology licensingLimited Production Mass Production

Tandem solar cells

Smart window and glass

BIPV, Street furniture

Utility power generation (Roof top, ground mounted,

etc.)

Automotiv

e

Third

world

application

Portable

electronics

Market forecasts for perovskites solar cells

Perovskite plus tandem cell

Source: IDTechEx


Flexible OLED displays are on their way

Plastic OLED displays are already mass produced for mobile phones and smart

watches

Main advantages are thinner and lightweight displays

Samsung Display plans to invest 4 trillion won ($3.6 billion) to expand OLED

production. LG Display said it will invest more than 10 trillion won ($8.71 billion) to

build a large plant to make OLED panels, including flexible OLED


The rise of plastic and flexible displays

Source: report “OLED display forecasts 2016-2026”


For mass production of

flexible OLED, it is essential

to minimize the time and

cost of depositing the

encapsulation layers

Inkjet allows fast deposition

of the organic materials

without the need for further

patterning

The printer coats each

display on the carrier

motherglass but does not

obstruct the edge contacts

Inkjet printing could also be

used to manufacture OLED

TVs in the future

How inkjet has enabled mass production

Source: Kateeva


Mass production in roll to roll (case study of glucose sensors)

Scale up to large areas. Examples: touch interface, aircraft wings

Manufacturing on plastic substrates (flexible electronics, wearable device)

Main benefits of printing sensors

Source: ISORG Source: GSI Technologies


CleanSpace tag combines low-

power chemical sensor with

energy harvester

Does not require charging

Growth in environmental sensors


Market segments:

o Mobile devices

o Wearables

o Air purifiers

o Smart cities

o Smart homes

o Automotive

o Others

Roll to roll printing would

enable $400m revenues

by 2025

Opportunities for printed gas sensors

Source: report “Environmental gas sensors 2017-2027”


Demonstration at IDTechEx event

Progress on flexible X-ray sensors

X-ray detection remains the main sensor application for large area TFT array

Addressable market size of $150m

Latest result with organic TFT shows better performance than amorphous silicon

Source: FlexEnable


Wearable is driving innovation

The first wave of wearable sensors has been mostly MEMS technology

Current innovation is driving a second wave, with sensors designed from scratch to be

wearable

0

500

1000

1500

2000

2500

3000

3500

2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025

Adapted from another industry Designed for wearable products

Examples:

• Dry, smart electrode

systems for monitoring

potential

• Fully conformable sensors

for stretch/motion/impact

sensing

• Implantable sensors

• Incorporation of multi-

functional skin patches

• Textile-based sensors and

electrodes

Wearable Sensor units sold /millions


Wearable sensors with printed electronics


Opportunities for flexible displays/lighting

Source: The Verge Photo: IDTechEx

Photo: IDTechEx Photo: IDTechEx


Flexibility and performance: hybrid systems

Source: Bainisha

Source: MC10

Source: Google


Mouthguard with biosensor

Use saliva as sample

Lactate is a physical stress marker

Example of flexible hybrid sensor

Source: PARC and UCSD


Example of acquisitions:

o Textronics by Adidas (2008)

o Clothing+ by Jabil (2015)

Recent funding:

Significant investment in e-textile

$35.5m in 2015

$16.1m in 2012-14

$3.4m in 2015 $6m in 2015

$5m in 2014

$0.6m in 2013

Source: IDTechEx report “E-Textiles 2016-2026”

“The market for e-textiles will reach over

$3bn by 2026, from around $100m in 2015”


In the last 1-2 years, the use of specially formulated inks with TPU encapsulation on

clothing has been used to create a range of new products

New ink formulations have been developed and released by companies like Nagase

(EMS) and DuPont and developed alongside companies like Clothing+, Flex,

BeBop Sensors and others

Inks for smart clothing applications


New inks enable new products

Mimo baby monitor Smart clothing Impact sensors

• Washable (typically 100 cycles, but varies)

• Stable through repeated elongation (again, limits vary)

• Works well on TPU and synthetic fabrics, but increasingly on a wider range of substrates

• Main use a circuit interconnects between other components, but also in sensor

structures, including stretch/impact sensors, and electrodes

TYPICAL PROPERTIES


Standard LED (off the

shelf components)

Lack of mass production

or automation

Attracts media attention

No big brand yet

Not just for fitness or healthcare

Photos: IDTechEx


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business decisions on emerging

technologies

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Documents

Market trends in printed and flexible electronicssemieurope.omnibooksonline.com/2016/semicon_europa/2016FLEX Eur… · Flexible OLED displays are on their way Plastic OLED displays