Market Research Report
Transparent Conductive Films (TCF) 2016-2026: Forecasts, Markets, Technologies
|Published by||IDTechEx Ltd.||Product code||235007|
|Published||Content info||173 Slides
Delivery time: 1-2 business days
|Transparent Conductive Films (TCF) 2016-2026: Forecasts, Markets, Technologies|
|Published: November 1, 2016||Content info: 173 Slides||
ITO alternative films will reach a combined market value of $220m in 2026.
This report provides the most comprehensive and authoritative view of the transparent conductive film (TCF) industry. In particular, it provides:
This report is based upon years of research as we have been tracking and analysing TCF industry since 2008. Our team has interviewed and profiled all the key users and producers of various types of TCF technologies.
We have attended countless relevant events globally and organized our own sessions on the topic since 2008 in Europe, Asia, and the USA. Our team has also delivered around 20 masterclass on the topic in different continents.
We have also completed more than 10 major consulting projects helping our customers profit from changes in this sector. Our work has covered investment due diligence, custom market research, product positioning, customer development, and growth strategy.
This market study is the distilled and processed result of our continuous endeavours. Each year we have learned more about the market trends, the key questions, latest prices, etc, and fine-tuned our analysis, insight and forecasts to reflect the latest.
The TCF industry has recently experienced sluggish growth. The industry has transitioned from being supply-limited to being commoditized and demand-limited with supply currently outstripping demand.
Faced with the threat of alternatives and increased supply, the incumbents have decided to protect their market share by slashing their prices. This has upended the previously more-for-less value position of some alternative technologies.
This has triggered a consolidation period, adversely affected existing ITO film manufactures as well as alternative suppliers. This process has begun to take its high-profile victims but will have likely reached near the end of its usefulness as price falls are likely to have largely plateaued. We believe that the industry will have emerged from this phase by the end of the year.
The ITO alternative landscape has for long been too technologically crowded. Metal mesh and silver nanowires (despite the recent feedbacks) have emerged as the leading alternatives. They have raised the performance bar in the market. They are positioned as sustaining technologies in that they further the performance of TCFs along well-established figures-of-merit.
The challenge has been that the incumbent has proven good enough and thus hard to displace in most existing applications therefore alternatives are having to patiently wait for the emergence of new application areas such as large-area touch, flexible applications, etc. The value chain as well as the business case for many of these applications is finally coming together, opening the door for new TCF technologies.
Other alternatives now seek niche markets where their non-traditional figures-of-merit such as ultra-flexibility or stretchability count. In particular, 3D-shaped touch-sensing surfaces are emerging a market opportunity for TCF technologies that can be deposited flat and then thermoformed/moulded into a 3D shape.
Despite the recent setbacks, IDTechEx Research assesses that ITO alternatives are here to stay. They have matured as technologies and have already begun market penetration. Specific companies may come and go but the technologies will achieve market growth after a healthy period of valuation correction.
Indeed, we forecast that ITO alternatives will sell more than $220m in 2026 based on the latest and our projected film prices, thus achieving a 10-year CAGR for nearly 40%. We anticipate that nearly 65% of the growth will stem from applications which today make up only 3% of overall TCF/G sales.
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