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Printable Electronics: Roadmaps, Markets and Opportunities

Printable electronics -- the use of low-cost, high-speed printing technologies to create electronic circuits and devices -- promises to change the economics of the electronics industry and to create new kinds of products. According to its backers, the emergence of high-resolution ink-jet printers and semiconductor inks will enable the some segments electronics industry to transition from an environment in which electronics manufacturing plants are escalating in cost at an exponential rate to one in which production costs are modest and small, highly customized runs are economically feasible. At the same time the expectations are that low production and material costs and the ability to print onto flexible substrates will lead to a new generation of electronics products ranging from throwaway RFID tags to wall coverings with embedded photovoltaic cells or sensors.

This report provides a critical analysis of this vision and an in-depth analysis of the value proposition that printable electronics brings to the table. It includes a segmentation and eight-year forecast of the market by application and technology, along with commentaries of how firms are succeeding in this space today. In addition, the report answers such questions as:

• Is ink-jet printed electronics ready for prime time? (There are significantly different opinions on this in the industry.) What have been its challenges and triumphs?
• Where will printable electronics generate new business revenues in the next eight years? What are the low-hanging fruit and where are sustainable profits to be found? Printable electronics experts talk about a wide variety of new products -- smart packaging, membrane keyboards, flexible displays, electronic signage, photovoltaic panels, etc. What is real and what is not? When will these products arrive on the market?
• Who are going to be the leaders in the printable electronics space? Giant firms such as 3M, DuPont and Dow are already strongly committed to this space. And several specialist firms have already done IPOs. Who will be ultimate winners and losers . . . and why?
• What type of equipment will be used? While the buzz is all about ink-jet there are a number of other printing technologies that will be used in the printable electronics arena. These include nanoimprint lithography, offset lithography and flexographic printing. This report will compare and contrast technologies.
• In what areas will printable electronics firms prove a threat to the existing electronics industry and how will traditional firms adapt?
• This report will be essential reading to business strategists, marketing and business development executives, product managers and technologists within electronics companies, specialty chemical and materials firms, printing and printing equipment companies, and electronic manufacturing eqiupment firms. It is also designed for investment banks, venture capitalists and internal investment teams that are looking at investments in printable electronics. The report will be based on an extensive interview program that will cover the entire value chain -- including manufacturers of printing equipment and inks and of the printed devices themselves.
  

TABLE OF CONTENTS

Executive Summary

E.1 Introduction

E.1.1 The Joys of Printability

E.1.2 Printable Electronics, I ts Limits and Moores Law

E.2 Summary of Main Opportunities and Strategies

E.2.1 Short-Term Opportunities

E.2.1.1 Printable Display Products

E.2.1.2 Printable RFID Cards

E.2.1.3 Other Near-Term Products

E.2.2 Emerging Products

E.2.3 Impact on the Printing Industry

E.2.4 Impact on the Existing Semiconductor and Electronics Industry

E.2.5 Leading Firms Active in the Printable Electronics Sector

E.3 Summary of Forecasts

E.4 Coda: Hype and Glory

Chapter One Introduction

1.1 Background

1.2 Objectives of this Report

1.3 Scope of this Report

1.3.1 Products and Technologies Covered

1.3.2 Printable, Flexible and Plastic Electronics They are Not All The Same

1.4 Methodology of this Report

1.5 Plan of this Report

Chapter Two The Technology of Printable Electronics

2.1 Introduction: Open Questions for Printable Electronics

2.1.1 The Limits of Printable Electronics

2.2 Conventional Printing Methods and Printable Electronics

2.2.1 New Opportunities for the Printing Industry

2.3 Ink-Jet Printing: Current Status and Future Directions

2.3.2 Other Firms

2.3.6 The Dearth and Price of Production Level Machines

2.4 Nano-Imprint Lithography

2.5 The Role of Laser Imaging

2.6 3-D Printing Technologies

2.7 Materials for Printable Electronics

Chapter Three New Products Enabled by Printable Electronics

3.1 Introduction

3.2 Displays, Flexibility and Electronic Paper

3.3 RFIDs

3.4 Photovoltaic Arrays, Batteries and Fuel Cells

3.4 Sensors

3.5 Smart Cards, Tickets and Other Disposables

3.6 Membrane Keyboards

3.7 Toys, Novelties and Greetings Cards

3.8 Lighting Products

3.9 Memory, Logic and Processors

3.9.1 Can We Make Faster Plastic Transistors?

3.9.2 Are Memories an Opportunity?

Chapter Four Market Forecasts for Printable Electronics

4.1 Forecasting Philosophy

4.2 A Roadmap for Printable Electronics

4.3 Eight-Year Forecasts

List of Exhibits

• Exhibit E-1 The Advantages and Disadvantages of Printable Electronics Exhbiit E-2 Paths to Success in Printed Electronics
• Exhibit E-3 Novel Products Enabled by Printable Electronics
• Exhibit E-4 Selected Firms Active in the Printable Electronics Segment
• Exhibit E-5 Summary of the Printable Electronics Market Forecasts ($ Millions)
• Exhibit E-6 NanoMarkets Informal Survey
• Exhibit 2-1 Printable Electronics: Opportunities and Challenges for the Printing Industry
• Exhibit 2-2 NanoMarkets Informal Survey: Percentage of Respondents Ranking the Following Issues as one of the Three Greatest Materials-Related Challenges Facing the Printable Electronics Industry
• Exhibit 3-1 Alternative Kinds of Printable Display Products
• Exhibit 3-2 Impact of Printable Electronics on Display Products
• Exhibit 3-3 CDTs Licensees and Technology Partner s
• Exhibit 3-4 Alternatives for Mobile Power
• Exhibit 3-5 Uses for Smartcards with Printable Displays
• Exhibit 4-1 A Roadmap For Printable Electronics
• Exhibit 4-2 The Market for Printable Displays: 2005-2012
• Exhibit 4-3 The Market for Printable RFIDs: 2005-2012
• Exhibit 4-4 The Market for Printable Photovoltaics
• Exhibit 4-5 Other Markets for Printable Electronics