This sourcebook is for those wishing to find customers and create a
profitable, fast growing business in printed electronics wherever they choose
to be in the value chain. Of course, one can search printed electronics on the
web but the result is a blizzard of activities and misinformation. Help is
needed to make sense of all this and identify the best customers and
strategies for success. There are many profitable businesses in this sector
already and a pattern to where they are in the value chain and in their
business structure. There are lessons to learn from success but also from
failure because every year several players exit the business and even face
insolvency. IDTechEx is uniquely positioned to make sense of all this, because
it researches more reports, runs larger conferences and is much better
connected than any other organisation in this space. IDTechEx has carried out
consultancy projects on printed electronics strategy, technology and financial
performance for Hewlett Packard, ICI and many of the largest Japanese chemical
and electronics companies and others. It has the inside track. It has never
traded at a loss and, earlier in his career, its chairman Dr Peter Harrop took
startup Mars Electronics to $260 million after which it was sold for $500
million. He shares this hands-on experience of success in electronics in the
pages of this Sourcebook. It explains the emerging printed electronics value
chain, with a glossary at the end to help those unfamiliar with the jargon.
This sourcebook is replete with diagrams and tables clarifying the printed
electronics value chain and the dynamics of how to create profitable fast
growing businesses within it. Equally important are the lessons of failure.
For example, every year several organisations leave the Organic Light Emitting
Diode or the organic transistor business and the lessons of this are clarified
together with profiles of the businesses that continue to address organics but
with more robust support and positioning. Every year many companies and
research organisations join the business, more than compensating for the
exits, but they tend to use different materials, machinery and/or device
structures and many target new applications, puncturing the old certainties.
For instance it is no longer primarily about OLEDs and RFID, screen printing
and improving existing forms of electronics such as television and phones.
What are they adding? Will it succeed? After all, this business is in ferment
throughout the value chain. Yesterday's view that it all ends up as organic
electronics has given way to a realisation that inorganic elements and
compounds will remain in the lead for some time and composites and organic/
inorganic layering have a huge future creating huge opportunities for all
forms of material supplier for example, including those providing the organic
chemicals ideal for certain devices. Which organisations and products? Where?
Why? It is all here.
This Sourcebook is all about companies in printed and potentially printed
electronics and every chapter cites large number of companies to explain what
is happening and will happen. The introduction lays out the printed
electronics business and value chain in detail. There is the number of
participants by global region and device type and a detailed table giving
sectors of over and under supply in 2009/10 with many examples of
participants. The Sourcebook then looks at market size and which organisations
will spend heavily on printed electronics devices and why. The following
chapters take the reader through the value chain, specifically Chemicals and
Prepared Materials, Equipment and then Modules and Finished Products. Each
chapter cites a large number of players, profiles interesting ones and
explains the technical trends in the sector. The Routes to Enduring Profit and
Growth are explained next, using the rules of the marketplace pioneered by
Boston Consulting Group, PIMS, IDTechEx and others. That includes profit V
curves, experience curves and other tests and forecasts which are here applied
to printed electronics by IDTechEx with many examples. The next chapter
provides Analysis of Fund Raising and Government Investments in Printed
Electronics and the final chapter concerns Routes to Market and Case Studies -
Printed Electronics in Action. Here, this unique Sourcebook lists over 1000
players by activity, including research institutions, out of the 2250 or so
out there. Most of the rest are academic. This database is constantly updated
and it extends to slide shows and reports not just contact details.
Table of Contents
Table of Contents
1. EXECUTIVE SUMMARY AND CONCLUSIONS
1.1. Materials will dominate
1.2. The printed electronics value chain
1.3. Over and under supply
1.4. New paradigms need more attention
1.5. Rapid change
1.6. Transistor and memory logjam
1.7. Mismatch of effort and market need
1.8. Which end users will spend heavily on printed electronics?
1.8.1. Consumer packaged goods
1.8.2. Healthcare consumables
1.8.3. Industrial labelling
1.8.4. Toys, gifts and games
1.8.5. Publishing
1.8.6. Advertising and Signage
1.9. Laggards
1.9.1. Lack of awareness
1.10. The universal shakeout
1.11. Vertical integration
1.12. Market Development
1.13. Expert advice
2. INTRODUCTION
2.1. Ambitious giants
2.2. Number of organisations involved
2.3. The printed electronics value chain
2.4. Hybrid printed/ non-printed electronics
2.5. Shortage of informed creative design
3. CHEMICALS AND PREPARED MATERIALS
3.1. Raw materials vs formulations
3.2. The big picture
3.3. Printing technology and applications
3.4. Many chemicals, morphologies and processes
3.5. Huge increase in elements employed
3.6. Fragile OLED chemistry
3.7. Versatile new materials
3.8. Barrier layers
3.9. Relevance to photovoltaics and batteries
3.10. The rapidly changing world of conductive patterns
3.11. Materials will attract the most money - market size
4. EQUIPMENT
4.1. Printing versus not printing
4.2. Printing
4.3. Opportunities for conventional electronic manufacture equipment makers
4.4. Printed electronics largely ignored by silicon chip makers
5. INTEGRATING THE EXPANDING TOOLKIT OF PRINTED COMPONENTS
5.1. Modules/components
5.2. Finished Products
5.3. Packaging/Labeling companies enter Printed Electronics
5.4. Creative design is badly needed
6. ROUTES TO ENDURING PROFIT AND GROWTH
6.1. The breakeven curve
6.2. Type of business
6.3. Methodology of the Strategic Planning Institute
6.3.1. Product positioning is more important than anything
6.3.2. Detailed SRI findings
6.4. Redefining the battleground
6.5. V curve of sustainable profitability with size
6.5.1. Minimum size for enduring profitability
6.6. Setting up a service business is easier
6.6.1. Riding the V
6.7. Experience curves
6.7.1. Care needed
6.7.2. Racing down the experience curve
6.7.3. No guarantees
6.8. Disruptive products?
6.8.1. Case study: A rigid OLED display is not disruptive, flexible
OLEDs are
6.9. Effect of competition and market growth rate
6.10. Methodology of Boston Consulting Group
6.11. Optimum position in the value chain
6.12. Lessons of failure
6.13. Lessons of success
7. ANALYSIS OF FUND RAISING AND GOVERNMENT INVESTMENTS IN PRINTED ELECTRONICS
7.1. Private fund raising
7.2. Government investments
8. ROUTES TO MARKET AND CASE STUDIES - PRINTED ELECTRONICS IN ACTION
8.1. Printed electronics products today
8.1.1. With or without a silicon chip
8.1.2. Highest volume products with no silicon chip
8.1.3. Printed electronics with silicon chips
8.1.4. Electronic apparel
8.1.5. Display and lighting
8.1.6. Photovoltaic power by the mile
8.1.7. Stretchable electronic products for sale
8.1.8. A view from Toppan Forms
8.2. Displays are the main sector for now
8.3. Photovoltaics beyond conventional silicon are the second largest
market
9. OVER 1000 ORGANISATIONS BY COUNTRY AND ACTIVITY
APPENDIX 1: GLOSSARY
APPENDIX 2: IDTECHEX PUBLICATIONS AND CONSULTANCY
TABLES
1.1. Organisations covered in this report
1.2. Global market for printed and potentially printed electronics $
billion for materials, other and total
1.3. Some areas of over and undersupply in printed electronics in 2009-10
1.4. Success and Failures
3.1. Requirements of barrier materials
3.2. Global market for printed & potentially printed electronics $ billion
for materials, other and total
5.1. Suppliers of printed electronics modules/components
6.1. Correlations between profit, cash and other business variables.
6.2. Some areas of over and undersupply in printed electronics in 2009-10
6.3. Success and Failures
7.1. Europe leads the US in government investment in printed electronics
7.2. Investments in Printed Electronics
7.3. Examples of government funded programs for printed electronics
8.1. Types of printed/thin film photovoltaics beyond silicon compared,
with examples of suppliers
9.1. Organisation breakdown by country
9.2. Organisation breakdown by activity
9.3. Over 1,000 organisations by country and activity
FIGURES
1.1. Global market for printed and potentially printed electronics $
billion for materials, other and total
1.2. Printed electronics value chain
1.3. The largest value markets by component in 2022 out of the $63 billion
global market at that time
1.4. Examples of printed electronics creating new products
2.1. The 3000 organisations tackling printed and potentially printed
devices and their materials
2.2. Printed electronics value chain
2.3. Some technologies becoming applicable to e-labels
3.1. Some of the most promising elements now employed for printed
electronics and their purpose
3.2. Resistance in ohms per square of different printed materials
3.3. Global market for printed & potentially printed electronics $ billion
for materials, other and total
4.1. Relative speed of different printing processes
5.1. The main types of printed electronic and electric components
5.2. Soligie has the printing and electronics capability
5.3. Capabilities to products
5.4. Soligie is focussing on new products
5.5. In June 2007 Soligie installed its roll to roll production line
5.6. The data is stored in the Pharma DDSi carton
6.1. Basic breakeven curve
6.2. A more realistic breakeven curve
6.3. V curve of maximum enduring profitability with size of business
6.4. The steepening of the V curve as markets mature
6.5. Steep V curve for dairy companies in 1974
6.6. V curve for some airports
6.7. V curve for semiconducting inks
6.8. Experience curve for crushed limestone
6.9. An experience curve for integrated circuit manufacture plotted by BCG
6.10. Extrapolation of historical integrated circuit experience curves
showing the unlikelihood of RFID chips at less than one cent selling price at
realistic volumes.
6.11. Market growth rate against size vs nearest competitor
6.12. Boston matrix for innovators creating a new market
6.13. Boston matrix for followers
6.14. Boston matrix for printed electronics
6.15. Extent of vertical integration in the printed electronics value
chain by giant corporations
6.16. An example of a Bayer printed ac electroluminescent display
6.17. Bayer electroluminescent polycarbonate film
6.18. An innovative luminescent film technology developed by Bayer
MaterialScience and the Swiss electronics specialist Lumitec bathes the
cockpit of the Rinspeed concept car "Senso" in a dazzle-free ambient light
6.19. The first series production of the special electroluminescent film
was for illuminating the inside of ladies' handbags
7.1. Fund raisings distributed to Printed Electronics sectors since 2008
(in USD million)
8.1. How printed electronics is being applied to products
8.2. Printed Electronics Applications
8.3. Smart iontophoretic skin patches
8.4. Esquire magazine with animated display September 2008
8.5. Plastic Logic E-reader
8.6. T-equaliser animated t-shirt
8.7. OLED TV from LG
9.1. Organisation breakdown by country (number)
9.2. Organisation breakdown by country (percentage)
9.3. Organisation breakdown by activity (number)
9.4. Organisation breakdown by activity (percentage)
Printed Electronics - Customer Sourcebook & Routes to Profit published by IDTechEx Ltd. in July 5, 2012. This report consists of 199 Pages and the price starts from US $ 2995.
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