IDTechEx 研究宣布新报告对透明导电薄膜 (TCF)

透明导电膜 (TCF) 行业将会留下其多年的缓慢增长来实现快速增长，份量超过 6000 万平方米 （平方米） 每年 （根据玻璃层排除在外）。事实上，这个行业正进入一个新的阶段。一些 ITO 替代品已经成熟，接收市场越来越多地采用。在他们新的报告，透明导电薄膜 (TCF) 2017年 2027年︰ 预测，市场，技术 (www.IDTechEx.com/TCF)，IDTechEx 研究发现 ITO 替代 Tcf 将到 2027 年，成为 $400 + 市场，虽然并不是所有的替代品将同样受益。

新的市场机会是新兴、 改变各种技术的前景和未来几年整体需求的不断增加。事实上，IDTechEx 研究预测，这些新的市场机会的增长会在 2027 年，起从代表 TCF 市场总量的近 45%

Multiple technologies have been developed in the past 15 years to act as TCFs with mixed commercial results. This report provides a full, global and up-to-date picture of the industry dynamics and business landscape. Some TCF technologies have under-performed even compared to the incumbent solution and have thus faced an uphill battle to gain market acceptance, whilst others have established themselves as sustaining technologies to further the performance of TCFs in markets that require the same function but higher performance.

Leading ITO alternative technologies are however beginning to make commercial impact. Metal mesh, in particular, is leading the pack. The technology has improved, both in terms of performance and yield, whilst new methods of manufactures are continually developed. Silver nanowires have seen multiple false starts, often coming tantalising close to major success stories. The supplier base here has expanded as the business landscape has been re-drawn with recent acquisitions.

These two technologies have raised the performance bar for other ITO alternative technologies such as carbon nanotubes, PEDOT, graphene and so on. These technologies face dimmed market prospects in this sector, and are thus in the process of re-inventing themselves to offer what others cannot easily do, e.g. stretchability.

Rapid technology progress

There is sustained technology progress in developing better and cheaper TCFs. This report provides a detailed assessment of the existing and emerging technologies including ITO film/glass, various types of metal mesh, silver nanowires, PEDOT, carbon nanotubes, graphene, and so on.

New opportunities emerge

The consumer electronic touch screen market is the primary market driver for TCFs. Here, the trend has long been towards (1) lower resistance, (2) lower cost films, and (3) flexibility. The first is to enable larger sizes without compromising response time, the second to stay competitive in the consumer electronics industry, and the third to enable flexible displays and other touch surfaces. These long-standing trends continue to shape the technology and market development for TCFs.

All the same, new market opportunities are emerging. Touch surfaces are growing ultra large in the form of whiteboards, tablets, and other large-sized interactive surfaces. Automotive displays are also on rapid rise, creating new demand but also new requirements. Here, the displays will be large (e.g., 7inchs or higher), whilst automotive OEMs will follow the trends in consumer electronics to offer new form factors.