Efforts by Intel and especially Microsoft to bring touch to every laptop have suggested new opportunities for non-ITO TCs. Meanwhile, the continued rapid growth in tablet computing can only be regarded as a positive sign for TCs.
On the other hand, new ways of producing both touch panels and displays suggest that display OEMs may be using less TC material in the future. This report also analyzes important developments on the TC materials front and it takes a peek at what the next generation of transparent conductors will look like and how these materials will extend addressable markets.
For each of the applications covered there are breakouts of demand for ITO, other TCOs, ITO/TCO inks, carbon nanotube films, silver-based and cooper-based transparent conductors, other nanometallic transparent conductors and conductive polymers. Finally, the strategies of the leading TC firms are also assessed in the context of the latest market developments.