Transparent electronics is a market full of ironies in many ways. The dual nature of this market starts right with the name, which combines the unreal sounding attribute of transparency with electronics. This, unfortunately, is the least of the ironies.  Most of the hype surrounding transparent electronics is fueled by the exotic usage scenarios that it will engender: The idea of having electronic circuitry that is invisible to the human eye has few parallels in its appeal. There is an overwhelming popular discourse that this technology is being developed from scratch, when the reality is more mundane and humbling. Transparent electronics has been with U.S. for at least half a century. The core of transparent electronics, the transparent conductor, is neither a recent discovery nor is it unexplored vis–à–vis applications. Transparent conducting oxides (TCO), in general, and indium tin oxide (ITO), in particular, have a long history of usage in consumer electronics as well optical devices. They have been used for low profile applications such as cathode–ray tubes, electromagnetic shielding and other applications. The demand for these requirements was steady but limited and there were seemingly no supply side constraints.
 
The industry, however, was thrown for a loop when the world was confronted with the prospect of developing alternative energy sources. In came solar cells. The demand for solar cells is on the perennial ascendancy. These cells also use ITO and the industry began to feel the pinch on the supply side. The replacement of cathode–ray tubes (CRT) by liquid–crystal displays (LCD) put added strain on ITO availability. The touch surface revolution fueled by consumer electronics and telecommunication devices also had ITO as its material of choice. These seemingly different user scenarios gained traction in roughly the same short span of 4 to 5 years and suddenly, ITO became a scarce commodity. The final push to develop alternative material came from unconventional substrates, which will be discussed in this report.
 
This report analyzes the transparent electronics industry against this backdrop in regard to materials, stakeholder initiatives, patent activities, end application devices, usage scenarios and geographical regions.
 

 This study has the following goals and objectives:

• Forecasting the market size for overall transparent electronics components based on inorganic material in value and volume terms.
• Forecasting the market size for overall transparent electronics components based on organic material in value and volume terms. 
• Breaking down the overall transparent electronics components based on the inorganic material market, on the basis of indium tin oxide (ITO) and other inorganic material.
• Breaking down the overall transparent electronics components based on the organic material market, on the basis of conducting polymers and carbon nanotubes (CNT) and other nanomaterial.
• Breaking down the overall transparent electronics components based on the organic and inorganic material market, on the basis of usage scenarios such solar and photovoltaic (PV) cells, touch surfaces, mainstream displays and unconventional substrates.
• Breaking down the overall transparent electronics components based on the organic and inorganic material market, on the basis of end user device categories such as personal computing (PC), consumer electronics (CE), telecommunications, automotive, as well as scientific, industrial and other applications.
• Breaking down the overall transparent electronics components based on the organic and inorganic material market, on the basis of geographical regions such as the Americas; Europe, Middle East, and Africa (EMEA); and Asia–Pacific (APAC).
• Breaking down the overall transparent electronics components market based on usage scenarios, on the basis of end user device categories such as personal computing (PC), consumer electronics (CE), telecommunications, automotive, as well as scientific, industrial and other applications.
• Breaking down the overall transparent electronics components market based on usage scenarios, on the basis of geographical regions such as Americas; Europe, Middle East, and Africa (EMEA); and Asia–Pacific (APAC).
• Analyzing the applications, drivers and prospects for the overall transparent electronics components market with respect to different organic and inorganic material.
• Analyzing the applications, drivers and prospects for the overall transparent electronics components market with respect to different usage scenarios.
• Analyzing the stakeholder value chain in the transparent electronics market.
• Analyzing the patenting activity involving transparent conductors.

  

SCOPE OF THE REPORT
 
The report forecasts the size of the market for transparent electronics components from 2010 through 2015.
 
The Executive Summary provides a snapshot of key findings of the report.
 
The chapter Introduction to Transparent Electronics assesses the technologies critical to understanding transparent electronics and clarifies key terms in the report.
The chapter on materials touches the single most important variable in the transparent electronics industry and discusses the technical and commercial dynamics governing different organic and inorganic materials.
 
The chapter on usage scenarios sheds light on the traditional and new–age drivers of transparent electronics and explains their implications for the different material types.
 
The chapter on vendor analysis explains the criterion for classification of stakeholder – mining experts, film fabricators, semiconductor majors, device original equipment manufacturers (OEMs), material and process innovators and research institutes. It also provides the latest information on the transparent electronics related initiatives of key companies in each category.
 
The U.S. Patent Analysis chapter highlights the patenting activity underway in the area of transparent conductors. The chapter classifies the patents awarded according to the activities involved in the synthesis, operations, applications and usage scenarios of transparent electronics components. It also provides a yearly, geographic, and distribution breakdown of these patents.
 
The report is punctuated with numerical findings and projections that substantiate and drive the theoretical discussion.
 

INTENDED AUDIENCE
 
This report will be relevant to the following:

• Material and component suppliers of ITO
• Semiconductor companies that need to keep tabs on, not just the market size for different materials and usage scenarios, but also on the latest in process and material innovation
• Material and process innovators for market size assessments of the components embedding their materials and the primary users of their products
• Device original equipment manufacturers for analyses of the technology and business strengths and weaknesses of components banking on a diverse material base
• Universities and research institutes that wish to keep abreast of the activities of varied innovators in this domain
• Foundries, fabless companies, engineering manufacturing service providers and other stakeholders in the mainstream electronics industry who wish to involve themselves in the transparent electronics network.

TABLE OF CONTENTS

CHAPTER ONE INTRODUCTION  
    DEFINITION
    STUDY GOALS AND OBJECTIVES
    REASONS FOR DOING THE STUDY 
    SCOPE OF THE REPORT
    INTENDED AUDIENCE 
    METHODOLOGY AND INFORMATION SOURCES
    ABOUT THE AUTHOR
    RELATED REPORTS
    DISCLAIMER

CHAPTER TWO: EXECUTIVE SUMMARY
  SUMMARY TABLE DOLLAR SALES OF TRANSPARENT
    ELECTRONICS COMPONENTS TO SEMICONDUCTOR DEVICE
    MANUFACTURERS, BY MATERIAL, THROUGH 2015 ($
    MILLIONS)
  SUMMARY FIGURE DOLLAR SALES OF TRANSPARENT
    ELECTRONICS COMPONENTS TO SEMICONDUCTOR DEVICE
    MANUFACTURERS, BY MATERIAL, 2008-2015 ($ MILLIONS) 

CHAPTER THREE: INTRODUCTION TO TRANSPARENT ELECTRONICS 
     KEY ENTITIES IN THE TRANSPARENT ELECTRONICS VALUE
        CHAIN
          CONDUCTING MATERIALS
          SUBSTRATES 
          PROCESSES  
     MARKET OVERVIEW
  TABLE 1 SHIPMENT SALES OF TRANSPARENT ELECTRONICS
     COMPONENTS TO SEMICONDUCTOR DEVICE
     MANUFACTURERS, BY MATERIAL, THROUGH 2015 (UNIT
     MILLIONS) 
  FIGURE 1 SHIPMENT SALES OF TRANSPARENT ELECTRONICS
     COMPONENTS TO SEMICONDUCTOR DEVICE
     MANUFACTURERS, BY MATERIAL, 2008-2015 (UNIT MILLIONS)
  TABLE 2 SALES OF TRANSPARENT ELECTRONICS COMPONENTS
     TO SEMICONDUCTOR DEVICE MANUFACTURERS, BY END
     APPLICATION, THROUGH 2015 ($ MILLIONS)
  FIGURE 2 SALES OF TRANSPARENT ELECTRONICS COMPONENTS
     TO SEMICONDUCTOR DEVICE MANUFACTURERS, BY END
     APPLICATION, 2008-2015 ($ MILLIONS)
   TABLE 3 SHIPMENTS OF TRANSPARENT ELECTRONICS
      COMPONENTS TO SEMICONDUCTOR DEVICE
      MANUFACTURERS, BY END APPLICATION, THROUGH 2015
      (MILLIONS)
   FIGURE 3 SHIPMENTS OF TRANSPARENT ELECTRONICS
      COMPONENTS TO SEMICONDUCTOR DEVICE
      MANUFACTURERS, BY END APPLICATION, 2008-2015
      (MILLIONS)
   TABLE 4 SALES OF TRANSPARENT ELECTRONICS COMPONENTS
      TO SEMICONDUCTOR DEVICE MANUFACTURERS, BY REGION,
      THROUGH 2015 ($ MILLIONS)
   FIGURE 4 SALES OF TRANSPARENT ELECTRONICS COMPONENTS
      TO SEMICONDUCTOR DEVICE MANUFACTURERS, BY REGION,
      2008-2015 ($ MILLIONS) 
   TABLE 5 SHIPMENTS OF TRANSPARENT ELECTRONICS
      COMPONENTS TO SEMICONDUCTOR DEVICE
      MANUFACTURERS, BY REGION, THROUGH 2015 (MILLIONS)
   FIGURE 5 SHIPMENTS OF TRANSPARENT ELECTRONICS
      COMPONENTS TO SEMICONDUCTOR DEVICE
      MANUFACTURERS, BY REGION, 2008-2015 (MILLIONS) 

CHAPTER FOUR: TRANSPARENT ELECTRONICS MATERIAL
      INORGANIC MATERIAL 
           MARKET ANALYSIS 
  TABLE 6 SALES OF INORGANIC MATERIAL ­BASED
     TRANSPARENT ELECTRONICS COMPONENTS TO
     SEMICONDUCTOR DEVICE MANUFACTURERS, BY MATERIAL,
     THROUGH 2015 ($ MILLIONS)
  FIGURE 6 SALES OF INORGANIC MATERIAL ­BASED
     TRANSPARENT ELECTRONICS COMPONENTS TO
     SEMICONDUCTOR DEVICE MANUFACTURERS, BY MATERIAL,
     2008-2015 ($ MILLIONS)
  TABLE 7 SHIPMENTS OF INORGANIC MATERIAL­BASED
     TRANSPARENT ELECTRONICS COMPONENTS TO
     SEMICONDUCTOR DEVICE MANUFACTURERS, BY MATERIAL,
     THROUGH 2015 (UNIT MILLIONS)
  TABLE 8 SALES OF INORGANIC MATERIAL­BASED TRANSPARENT
     ELECTRONICS COMPONENTS TO SEMICONDUCTOR DEVICE
     MANUFACTURERS, BY END APPLICATION, THROUGH 2015 ($
     MILLIONS) 
  TABLE 9 SHIPMENTS OF INORGANIC MATERIAL­BASED
     TRANSPARENT ELECTRONICS COMPONENTS TO
     SEMICONDUCTOR DEVICE MANUFACTURERS, BY END
     APPLICATION, THROUGH 2015 (UNIT MILLIONS)
TABLE 10 SALES OF INORGANIC MATERIAL­BASED
   TRANSPARENT ELECTRONICS COMPONENTS TO
   SEMICONDUCTOR DEVICE MANUFACTURERS, BY REGION,
   THROUGH 2015 ($ MILLIONS)
TABLE 11 SHIPMENTS OF INORGANIC MATERIAL­BASED
   TRANSPARENT ELECTRONICS COMPONENTS TO
   SEMICONDUCTOR DEVICE MANUFACTURERS, BY REGION,
   THROUGH 2015 (UNIT MILLIONS)
   ORGANIC MATERIAL 
        MARKET ANALYSIS  
TABLE 12 SALES OF ORGANIC MATERIAL­BASED TRANSPARENT
   ELECTRONICS COMPONENTS TO SEMICONDUCTOR DEVICE
   MANUFACTURERS, BY MATERIAL, THROUGH 2015 ($
   MILLIONS) 
FIGURE 7 SALES OF ORGANIC MATERIAL­BASED TRANSPARENT
   ELECTRONICS COMPONENTS TO SEMICONDUCTOR DEVICE
   MANUFACTURERS, BY MATERIAL, 2008-2015 ($ MILLIONS)
TABLE 13 SHIPMENTS OF ORGANIC MATERIAL­BASED
   TRANSPARENT ELECTRONICS COMPONENTS TO
   SEMICONDUCTOR DEVICE MANUFACTURERS, BY MATERIAL,
   THROUGH 2015 (UNIT MILLIONS)
TABLE 14 SALES OF ORGANIC MATERIAL­BASED TRANSPARENT
   ELECTRONICS COMPONENTS TO SEMICONDUCTOR DEVICE
   MANUFACTURERS, BY END APPLICATION, THROUGH 2015 ($
   MILLIONS) 
TABLE 15 SHIPMENTS OF ORGANIC MATERIAL­BASED
   TRANSPARENT ELECTRONICS COMPONENTS TO
   SEMICONDUCTOR DEVICE MANUFACTURERS, BY END
   APPLICATION, THROUGH 2015 (UNIT MILLIONS) 
TABLE 16 SALES OF ORGANIC MATERIAL­BASED TRANSPARENT
   ELECTRONICS COMPONENTS TO SEMICONDUCTOR DEVICE
   MANUFACTURERS, BY REGION, THROUGH 2015 ($ MILLIONS)
TABLE 17 SHIPMENTS OF ORGANIC MATERIAL­BASED
   TRANSPARENT ELECTRONICS COMPONENTS TO
   SEMICONDUCTOR DEVICE MANUFACTURERS, BY REGION,
   THROUGH 2015 (UNIT MILLIONS) 
   INDIVIDUAL MATERIAL ANALYSIS ­ INDIUM TIN OXIDE
        MARKET ANALYSIS 
TABLE 18 SALES OF ITO­BASED TRANSPARENT ELECTRONICS
   COMPONENTS TO SEMICONDUCTOR DEVICE
   MANUFACTURERS BY END APPLICATION, THROUGH 2015 ($
   MILLIONS)
FIGURE 8 SALES OF ITO­BASED TRANSPARENT ELECTRONICS
   COMPONENTS TO SEMICONDUCTOR DEVICE
   MANUFACTURERS BY END APPLICATION, 2008-2015 ($
   MILLIONS) 
TABLE 19 SHIPMENTS OF ITO­BASED TRANSPARENT
   ELECTRONICS COMPONENTS TO SEMICONDUCTOR DEVICE
   MANUFACTURERS BY END APPLICATION, THROUGH 2015
   (UNIT MILLIONS) 
TABLE 20 SALES OF ITO­BASED TRANSPARENT ELECTRONICS
   COMPONENTS TO SEMICONDUCTOR DEVICE
   MANUFACTURERS BY REGION, THROUGH 2015 ($ MILLIONS)
TABLE 21 SHIPMENTS OF ITO­BASED TRANSPARENT
   ELECTRONICS COMPONENTS TO SEMICONDUCTOR DEVICE
   MANUFACTURERS BY REGION, THROUGH 2015 (UNIT
   MILLIONS)  
         INTRODUCTION TO INDIUM TIN OXIDE (ITO) 
         INDIUM­THE BASE METAL. 33
         ITO FABRICATION TECHNIQUE 
    INDIVIDUAL MATERIAL ANALYSIS ­ OTHER INORGANIC
      MATERIAL 
         MARKET ANALYSIS  
TABLE 22 SALES OF OTHER INORGANIC MATERIAL­BASED
   TRANSPARENT ELECTRONICS COMPONENTS TO
   SEMICONDUCTOR DEVICE MANUFACTURERS, BY END
   APPLICATION, THROUGH 2015 ($ MILLIONS)  
FIGURE 9 SALES OF OTHER INORGANIC MATERIAL­BASED
   TRANSPARENT ELECTRONICS COMPONENTS TO
   SEMICONDUCTOR DEVICE MANUFACTURERS, BY END
   APPLICATION, 2008-2015 ($ MILLIONS) 
TABLE 23 SHIPMENTS OF OTHER INORGANIC MATERIAL­BASED
   TRANSPARENT ELECTRONICS COMPONENTS TO
   SEMICONDUCTOR DEVICE MANUFACTURERS, BY END
   APPLICATION, THROUGH 2015 (UNIT MILLIONS)
TABLE 24 SALES OF OTHER INORGANIC MATERIAL­BASED
   TRANSPARENT ELECTRONICS COMPONENTS TO
   SEMICONDUCTOR DEVICE MANUFACTURERS, BY REGION,
   THROUGH 2015 ($ MILLIONS)
TABLE 25 SHIPMENTS OF OTHER INORGANIC MATERIAL­BASED
   TRANSPARENT ELECTRONICS COMPONENTS TO
   SEMICONDUCTOR DEVICE MANUFACTURERS, BY REGION,
   THROUGH 2015 (UNIT MILLIONS) 
         INTRODUCTION . 38
         TRANSPARENT CONDUCTING OXIDES 
               Aluminum Zinc Oxide
         TRANSPARENT TRANSISTORS ­ THE NEXT FRONTIER

   INDEPENDENT MATERIAL ANALYSIS ­ CONDUCTING
      POLYMERS
         MARKET ANALYSIS 
TABLE 26 SALES OF CONDUCTING POLYMER­BASED
   TRANSPARENT ELECTRONICS COMPONENTS TO
   SEMICONDUCTOR DEVICE MANUFACTURERS, BY END
   APPLICATION, THROUGH 2015 ($ MILLIONS)
FIGURE 10 SALES OF CONDUCTING POLYMER­BASED
   TRANSPARENT ELECTRONICS COMPONENTS TO
   SEMICONDUCTOR DEVICE MANUFACTURERS, BY END
   APPLICATION, 2008-2015 ($ MILLIONS)  
TABLE 27 SHIPMENTS OF CONDUCTING POLYMER­BASED
   TRANSPARENT ELECTRONICS COMPONENTS TO
   SEMICONDUCTOR DEVICE MANUFACTURERS, BY END
   APPLICATION, THROUGH 2015 (UNIT MILLIONS)
TABLE 28 SALES OF CONDUCTING POLYMER­BASED
   TRANSPARENT ELECTRONICS COMPONENTS TO
   SEMICONDUCTOR DEVICE MANUFACTURERS, BY REGION,
   THROUGH 2015 ($ MILLIONS)
TABLE 29 SHIPMENTS OF CONDUCTING POLYMER­BASED
   TRANSPARENT ELECTRONICS COMPONENTS TO
   SEMICONDUCTOR DEVICE MANUFACTURERS, BY REGION,
   THROUGH 2015 (UNIT MILLIONS) 
         INTRODUCTION TO POLYMERS 
         POLYMERS AND CONDUCTION 
         DRIVERS FOR CONDUCTING POLYMERS  
         CONJUGATED POLYMERS AND SOLAR CELLS
         CONDUCTING POLYMER­GRAPHENE 
         CONDUCTING POLYMER­PEDOT: PSS 
   INDEPENDENT MATERIAL ANALYSIS ­ CARBON NANOTUBE
      (CNT) AND OTHER NANOMATERIAL  
         MARKET ANALYSIS  
TABLE 30 SALES OF CNT AND OTHER NANOMATERIAL­BASED
   TRANSPARENT ELECTRONICS COMPONENTS TO
   SEMICONDUCTOR DEVICE MANUFACTURERS, BY END
   APPLICATION, THROUGH 2015 ($ MILLIONS)
FIGURE 11 SALES OF CNT AND OTHER NANOMATERIAL­BASED
   TRANSPARENT ELECTRONICS COMPONENTS TO
   SEMICONDUCTOR DEVICE MANUFACTURERS, BY END
   APPLICATION, 2008-2015 ($ MILLIONS)  
TABLE 31 SHIPMENTS OF CNT AND OTHER NANOMATERIAL­
   BASED TRANSPARENT ELECTRONICS COMPONENTS TO
   SEMICONDUCTOR DEVICE MANUFACTURERS, BY END
   APPLICATION, THROUGH 2015 (UNIT MILLIONS)
   TABLE 32 SALES OF CNT AND OTHER NANOMATERIAL­BASED
     TRANSPARENT ELECTRONICS COMPONENTS TO
     SEMICONDUCTOR DEVICE MANUFACTURERS, BY REGION,
     THROUGH 2015 ($ MILLIONS)
   TABLE 33 SHIPMENTS OF CNT AND OTHER NANOMATERIAL­
     BASED TRANSPARENT ELECTRONICS COMPONENTS TO
     SEMICONDUCTOR DEVICE MANUFACTURERS, BY REGION,
     THROUGH 2015 (UNIT MILLIONS) 
           INTRODUCTION TO CARBON NANOTUBES (CNTS) 
                CNT­ITO Alternative? 
                     SWNT Acts as a P­Type Semiconductor 
                CNT and PV Cells 
           SILVER NANOPARTICLES

CHAPTER FIVE: USAGE SCENARIOS 
      SOLAR AND PV CELLS
           MARKET ANALYSIS 
  TABLE 34 SALES OF SOLAR/PV ENERGY TRANSPARENT
     ELECTRONICS COMPONENTS, THROUGH 2015 ($
     MILLIONS/UNIT MILLIONS)
  FIGURE 12 SALES OF SOLAR/PV ENERGY TRANSPARENT
     ELECTRONICS COMPONENTS, 2008-2015 ($ MILLIONS 
  TABLE 35 SHARE OF DOLLAR SALES OF SOLAR/PV ENERGY
     TRANSPARENT ELECTRONICS COMPONENTS TO
     SEMICONDUCTOR DEVICE MANUFACTURERS, BY MATERIAL,
     2008-2015 (%)
  TABLE 36 SHARE OF UNIT SALES OF SOLAR/PV ENERGY
     TRANSPARENT ELECTRONICS COMPONENTS TO
     SEMICONDUCTOR DEVICE MANUFACTURERS, BY MATERIAL,
     2008-2015 (%) 
  TABLE 37 SHARE OF DOLLAR SALES OF SOLAR/PV ENERGY
     TRANSPARENT ELECTRONICS COMPONENTS TO
     SEMICONDUCTOR DEVICE MANUFACTURERS, BY END
     APPLICATION, 2008-2015 (%) 
  TABLE 38 SHARE OF SHIPMENT SALES OF SOLAR/PV ENERGY
     TRANSPARENT ELECTRONICS COMPONENTS TO
     SEMICONDUCTOR DEVICE MANUFACTURERS, BY END
     APPLICATION, 2008-2015 (%)
  TABLE 39 SHARE OF DOLLAR SALES OF SOLAR/PV ENERGY
     TRANSPARENT ELECTRONICS COMPONENTS TO
     SEMICONDUCTOR DEVICE MANUFACTURERS, BY REGION,
     2008-2015 (%)
  TABLE 40 SHARE OF SHIPMENT SALES OF SOLAR/PV ENERGY
     TRANSPARENT ELECTRONICS COMPONENTS TO
   SEMICONDUCTOR DEVICE MANUFACTURERS, BY REGION,
   2008-2015 (%)
         INTRODUCTION TO SOLAR CELLS  
         TRADITIONAL SOLAR CELLS 
         THIN FILM CELLS ­ THE PATH TOWARD ALTERNATIVES
            TO SILICON 
               CdTe­ Inorganic Alternative to Silicon
               Case Study ­ First Solar
         ORGANIC SOLAR AND PV CELLS 
         MATERIAL DYNAMICS
    TOUCH SURFACES
         MARKET ANALYSIS  
TABLE 41 SALES OF TOUCH SURFACE TRANSPARENT
   ELECTRONICS COMPONENTS, THROUGH 2015 ($
   MILLIONS/UNIT MILLIONS)  
FIGURE 13 SALES OF TOUCH SURFACE TRANSPARENT
   ELECTRONICS COMPONENTS, 2008-2015 ($ MILLIONS  
TABLE 42 SHARE OF DOLLAR SALES OF TOUCH SURFACE
   TRANSPARENT ELECTRONICS COMPONENTS TO
   SEMICONDUCTOR DEVICE MANUFACTURERS, BY MATERIAL,
   2008-2015 (%)
TABLE 43 SHARE OF UNIT SALES OF TOUCH SURFACE
   TRANSPARENT ELECTRONICS COMPONENTS TO
   SEMICONDUCTOR DEVICE MANUFACTURERS, BY MATERIAL,
   2008-2015 (%) 
TABLE 44 SHARE OF DOLLAR SALES OF TOUCH SURFACE
   TRANSPARENT ELECTRONICS COMPONENTS TO
   SEMICONDUCTOR DEVICE MANUFACTURERS, BY END
   APPLICATION, 2008-2015 (%) 
TABLE 45 SHARE OF SHIPMENT SALES OF TOUCH SURFACE
   TRANSPARENT ELECTRONICS COMPONENTS TO
   SEMICONDUCTOR DEVICE MANUFACTURERS, BY END
   APPLICATION, 2008-2015 (%) 
TABLE 46 SHARE OF DOLLAR SALES OF TOUCH SURFACE
   TRANSPARENT ELECTRONICS COMPONENTS TO
   SEMICONDUCTOR DEVICE MANUFACTURERS, BY REGION,
   2008-2015 (%)
TABLE 47 SHARE OF SHIPMENT SALES OF TOUCH SURFACE
   TRANSPARENT ELECTRONICS COMPONENTS TO
   SEMICONDUCTOR DEVICE MANUFACTURERS, BY REGION,
   2008-2015 (%)
         INTRODUCTION TO TOUCH SURFACES 
         RESISTIVE TOUCH SURFACE
         CAPACITIVE TOUCH SURFACE 
         MATERIAL DYNAMICS

    MAINSTREAM DISPLAYS 
         MARKET ANALYSIS  
TABLE 48 SALES OF MAINSTREAM DISPLAY TRANSPARENT
   ELECTRONICS COMPONENTS, THROUGH 2015 ($
   MILLIONS/UNIT MILLIONS) 
FIGURE 14 SALES OF MAINSTREAM DISPLAY TRANSPARENT
   ELECTRONICS COMPONENTS, 2008-2015 ($ MILLIONS) 
TABLE 49 SHARE OF DOLLAR SALES OF MAINSTREAM DISPLAY
   TRANSPARENT ELECTRONICS COMPONENTS TO
   SEMICONDUCTOR DEVICE MANUFACTURERS, BY MATERIAL,
   2008-2015 (%)
TABLE 50 SHARE OF UNIT SALES OF MAINSTREAM DISPLAY
   TRANSPARENT ELECTRONICS COMPONENTS TO
   SEMICONDUCTOR DEVICE MANUFACTURERS, BY MATERIAL,
   2008-2015 (%)
TABLE 51 SHARE OF DOLLAR SALES OF MAINSTREAM DISPLAY
   TRANSPARENT ELECTRONICS COMPONENTS TO
   SEMICONDUCTOR DEVICE MANUFACTURERS, BY END
   APPLICATION, 2008-2015 (%) 
TABLE 52 SHARE OF SHIPMENT SALES OF MAINSTREAM DISPLAY
   TRANSPARENT ELECTRONICS COMPONENTS TO
   SEMICONDUCTOR DEVICE MANUFACTURERS, BY END
   APPLICATION, 2008-2015 (%) 
TABLE 53 SHARE OF DOLLAR SALES OF MAINSTREAM DISPLAY
   TRANSPARENT ELECTRONICS COMPONENTS TO
   SEMICONDUCTOR DEVICE MANUFACTURERS, BY REGION,
   2008-2015 (%)
TABLE 54 SHARE OF SHIPMENT SALES OF MAINSTREAM DISPLAY
   TRANSPARENT ELECTRONICS COMPONENTS TO
   SEMICONDUCTOR DEVICE MANUFACTURERS, BY REGION,
   2008-2015 (%)
         INTRODUCTION TO DISPLAYS
         LCD
         ORGANIC LIGHT­EMITTING DIODE (OLED) 
                Shadow Masking Process of OLEDs Deposition 
                Other Methods of OLED Deposition
         MATERIAL DYNAMICS 
    UNCONVENTIONAL SURFACES
         MARKET ANALYSIS 
   TABLE 55 SALES OF UNCONVENTIONAL SUBSTRATE­BASED
      TRANSPARENT ELECTRONICS COMPONENTS, THROUGH 2015
      ($ MILLIONS/UNIT MILLIONS) 
   FIGURE 15 SALES OF UNCONVENTIONAL SUBSTRATE­BASED
      TRANSPARENT ELECTRONICS COMPONENTS ($ MILLIONS/ 
   TABLE 56 SHARE OF DOLLAR SALES OF UNCONVENTIONAL
      SUBSTRATE­BASED TRANSPARENT ELECTRONICS
      COMPONENTS TO SEMICONDUCTOR DEVICE
      MANUFACTURERS, BY MATERIAL, 2008-2015 (%) 
   TABLE 57 SHARE OF UNIT SALES OF UNCONVENTIONAL
      SUBSTRATE­BASED TRANSPARENT ELECTRONICS
      COMPONENTS TO SEMICONDUCTOR DEVICE
      MANUFACTURERS, BY MATERIAL, 2008-2015 (%)  
   TABLE 58 SHARE OF DOLLAR SALES UNCONVENTIONAL
      SUBSTRATE­BASED TRANSPARENT ELECTRONICS
      COMPONENTS TO SEMICONDUCTOR DEVICE
      MANUFACTURERS BY END APPLICATION, 2008-2015 (%) 
   TABLE 59 SHARE OF SHIPMENT SALES OF UNCONVENTIONAL
      SUBSTRATE­BASED TRANSPARENT ELECTRONICS
      COMPONENTS TO SEMICONDUCTOR DEVICE
      MANUFACTURERS, BY END APPLICATION, 2008-2015 (%) 
   TABLE 60 SHARE OF DOLLAR SALES OF UNCONVENTIONAL
      SUBSTRATE­BASED TRANSPARENT ELECTRONICS
      COMPONENTS TO SEMICONDUCTOR DEVICE
      MANUFACTURERS, BY REGION, 2008-2015 (%) 
   TABLE 61 SHARE OF SHIPMENT SALES OF UNCONVENTIONAL
      SUBSTRATE­BASED TRANSPARENT ELECTRONICS
      COMPONENTS TO SEMICONDUCTOR DEVICE
      MANUFACTURERS, BY REGION, 2008-2015 (%) 
            INTRODUCTION TO UNCOVENTIONAL SURFACES
            PRINTING: THE VITAL STRAND
                 Gravure 
                 Flexographic Printing (Flexo)
                       Comco C1 Flexo Printing Equipment from Mark
                           Andy
                 Case Study: Electronic Paper (E­paper)
            MATERIAL DYNAMICS

CHAPTER SIX: VENDOR ANALYSIS
    THE CONVENTIONALISTS
    THE EXPLORERS
    SPECIFIC FUNCTIONAL PROFILES 
         MINING EXPERTS
     FILM FABRICATORS
     SEMICONDUCTOR MAJORS  
     DEVICE ORIGINAL EQUIPMENT MANUFACTURERS
     MATERIAL AND PROCESS INNOVATORS
     RESEARCH INSTITUTES AND UNIVERSITIES  
KEY VENDOR PROFILES
     ACREO 
          General Background  
          Initiatives Related to Transparent Electronics
          Outlook and Analysis
     AGFA MATERIALS­GEVAERT N.V.
          General Background 
          Initiatives Related to Transparent Electronics
          Outlook and Analysis 
     CAMBRIOS TECHNOLOGIES CORP.
          General Background 
          Initiatives Related to Transparent Electronics
          Outlook and Analysis 
     CHISSO CORP.  
          General Background 
          Initiatives Related to Transparent Electronics
          Outlook and Analysis 
     DAETWYLER R&D 
          General Background 
          Initiatives Related to Transparent Electronics 
          Outlook and Analysis 
     DONTECH INC.
          General Background 
          Initiatives Related to Transparent Electronics 
          Outlook and Analysis 
     E­INK 
          General Background 
          Initiatives Related to Transparent Electronics 
          Outlook and Analysis 
     EIKOS INC. 
          General Background  
          Initiatives Related to Transparent Electronics
          Outlook and Analysis
     EVAPORATED COATINGS, INC.
          General Background 
          Initiatives Related to Transparent Electronics
          Outlook and Analysis
     EVONIK
          General Background  
       Initiatives Related to Transparent Electronics
       Outlook and Analysis
FIRST SOLAR 
       General Background 
       Initiatives Related to Transparent Electronics
       Outlook and Analysis
FUJIFILM DIMATIX LTD 
       General Background 
       Initiatives Related to Transparent Electronics
       Outlook and Analysis 
H.C. STARCK CLEVIOS 
       General Background 
       Initiatives Related to Transparent Electronics
       Outlook and Analysis 
IBM 
       General Background 
       Initiatives Related to Transparent Electronics  
       Outlook and Analysis 
INDIUM CORPORATION
       General Background 
       Initiatives Related Transparent Electronics 
       Outlook and Analysis 
MARK ANDY
       General Background
       Initiatives Related to Transparent Electronics
       Outlook and Analysis
MIANYANG PROCHEMA PLASTICS CO., LTD.
       General Background 
       Initiatives Related to Transparent Electronics
       Outlook and Analysis
MITSUI MINING AND SMELTING.
       General Background 
       Initiatives Related to Transparent Electronics 
       Outlook and Analysis 
NEC GLOBAL 
       General Background 
       Initiatives Related to Transparent Electronics 
       Outlook and Analysis
NITTO DENKO 
       General Background  
       Initiatives Related Transparent Electronics 
       Outlook and Analysis 
NTERA
       General Background
       Initiatives Related to Transparent Electronics
       Outlook and Analysis
OIKE & CO., LTD.
       General Background 
       Initiatives Related to Transparent Electronics 
       Outlook and Analysis 
PANIPOL LTD
       General Background
       Initiatives Related Transparent Electronics 
       Outlook and Analysis 
SAMSUNG ELECTRONICS
       General Background 
       Initiatives Related to Transparent Electronics 
       Outlook and Analysis 
SHARP 
       General Background  
       Initiatives Related to Transparent Electronics
       Outlook and Analysis
SHELDAHL 
       General Background
       Initiatives Related to Transparent Electronics
       Outlook and Analysis 
SIPIX
       General Background 
       Initiatives Related to Transparent Electronics
       Outlook and Analysis
SUMITOMO METAL MINING CO., INC.
       General Background  
       Initiatives Related to Transparent Electronics
       Outlook and Analysis 
TOP NANOSYS 
       General Background  
       Initiatives Related to Transparent Electronics
       Outlook and Analysis  
TOPPAN PRINTING
       General Background 
       Initiatives Related to Transparent Electronics
       Outlook and Analysis
TOYOBO 
       General Background 
       Initiatives Related to Transparent Electronics
       Outlook and Analysis 
UNIDYM
       General Background
       Initiatives Related to Transparent Electronics 
       Outlook and Analysis 
XTREME ENERGETICS
       General Background
       Initiatives Related to Transparent Electronics 
       Outlook and Analysis 

CHAPTER SEVEN: U.S. PATENT ANALYSIS 
     INTRODUCTION
     TRENDS BY FUNCTIONAL CATEGORIES
  TABLE 62 U.S. PATENTS IN PROCESSES, MATERIALS,
    APPLICATIONS AND TECHNOLOGIES ASSOCIATED WITH
    TRANSPARENT ELECTRONICS BY PATENT CATEGORY, 1976 TO
    JUNE 2010
     TRENDS BY YEAR
  TABLE 63 U.S. PATENT TRENDS IN PROCESSES, MATERIALS,
    APPLICATIONS AND TECHNOLOGIES ASSOCIATED WITH
    TRANSPARENT ELECTRONICS BY YEAR OF GRANT, 1976 TO
    JUNE 2010 (NUMBER OF PATENTS AWARDED)
     TRENDS BY COUNTRY
  TABLE 64 SHARES OF U.S. PATENTS IN PROCESSES, MATERIALS,
    APPLICATIONS AND TECHNOLOGIES ASSOCIATED WITH
    TRANSPARENT ELECTRONICS BY YEAR OF GRANT, 1976 TO
    JUNE 2010
     TRENDS BY ASSIGNEE
  TABLE 65 LIST OF ASSIGNEES FOR U.S. PATENTS IN PROCESSES,
    MATERIALS, APPLICATIONS AND TECHNOLOGIES ASSOCIATED
    WITH TRANSPARENT ELECTRONICS BY YEAR OF GRANT, 1976
    TO JUNE 2010
  TABLE 66 ASSIGNEES OF FOUR OR MORE U.S. PATENTS IN
    PROCESSES, MATERIALS, APPLICATIONS AND TECHNOLOGIES
    ASSOCIATED WITH TRANSPARENT ELECTRONICS BY YEAR OF
    GRANT, 1976 TO JUNE 2010