An Opportunity Analysis for OLED Lighting

2009 to 2016

Publication Date	September 2009
Publisher	NanoMarkets
Product Type	Report
Pages	144
ISBN Number	not applicable
Product Code	NAN00085

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Summary

NanoMarkets has been covering the emerging OLED lighting market for three years and we are now seeing the first signs of commercialization. This report provides our latest analysis of this market and where it will generate its first revenues. Among the many segments of the organic and printed electronics market, we believe OLED lighting is especially exciting because there may be more of a compelling business case for OLED technology as a lighting technology than as a display technology and also because OLED lighting will continue to be the recipient of extensive funding as an energy efficient lighting technology from both government and private sources.

In addition to showing how the OLED lighting market and productization will evolve, in this report we also compare how OLED lighting competes with other solid-state and energy-efficient lighting technologies. This report also discusses the technical progress that has been made in the field since NanoMarkets last report on this topic in 2008. We examine how lifetimes, luminance, efficiency and size scalability is getting better and identify what the latest developments in manufacturing and materials are. We also take a look at R&D programs around the world and analyze how they are driving OLED lighting into the market place.

Detailed forecasts in volume and value terms of the OLED lighting market are included in this report, with break downs by market segment and the product and market strategies of major players (and would be players) are assessed.

Content

Executive Summary
- 0.1 Introduction
- 0.1.1 OLED Lighting in Recession
- 0.1.2 OLED Lighting: First Products
- 0.1.3 Decoupling OLED Lighting from the Display Industry
- 0.1.4 OLEDs vs. HB-LEDs in the Lighting Market
- 0.2 Summary of Opportunities for OLED Lighting
- 0.2.1 Backlighting
- 0.2.2 General-Purpose Lighting
- 0.2.3 Architectural Lighting
- 0.2.4 Vehicular Lighting
- 0.2.5 Other Markets
- 0.3 Firms to Watch in OLED Lighting
- 0.3.1 United States
- 0.3.2 Europe
- 0.3.3 Asia
- 0.4 Summary of Market Forecasts
Chapter One: Introduction
- 1.1 Background to This Report
- 1.1.1 OLED Lighting Products in 2009: Expensive but Available
- 1.1.2 Towards the General Illumination Market: Improving Performance and Economics
- 1.1.3 OLED Lighting: Birth of an Industry
- 1.1.4 Opportunities and Challenges
- 1.2 Objectives and Scope of this Report
- 1.3 Methodology of this Report
- 1.4 Plan of this Report
Chapter Two: Technology Trends and Developments
- 2.1 OLEDs vs. Other Forms of Lighting
- 2.1.1 From OLED Displays to OLED Lighting: Reasons for the Shift?
- 2.1.2 How Good Can OLED Lighting Be? Six Ways They Can Win in the Marketplace
- 2.1.3 Today's Options: Incandescent Lights
- 2.1.4 OLEDs and HB-LEDs
- 2.1.5 OLEDs and EL
- 2.1.6 OLEDs and Lighting Options of the Future: FEDs, Quantum Dots and So On
- 2.2 Market Impact Assessment of Efficiency Improvements Trends
- 2.3 Market Impact Assessment of Brightness and Color Quality Trends
- 2.4 OLED Lifetimes, Markets and Total Cost of Ownership
- 2.5 Market Impact on Lighting of New Developments in Materials
- 2.5.1 Light-Emitting Material Trends
- 2.5.2 How Much Will the OLED Market Benefit from New Encapsulation Materials?
- 2.5.3 Electrode Material Trends
- 2.6 Manufacturing Trends and their Impact on the OLED Lighting Market
- 2.6.1 Will R2R Bring Down the Cost of OLED Lighting?
- 2.6.2 What is the Potential for Making Lighting Flexible?
- 2.7 Key Points Made in This Chapter
Chapter Three: OLED Lighting Markets and Roadmap
- 3.1 Introduction: Early-, Middle- and Late-Stage Markets
- 3.2 OLEDs for Display Backlighting
- 3.2.1 How Could OLEDs Compete with HB-LEDs in Backlighting?
- 3.2.2 A Roadmap for OLED Backlighting
- 3.3 General Illumination and Architectural Lighting Opportunities for OLEDs
- 3.3.1 OLEDs as Light Bulb Replacements
- 3.3.2 The Grand Prize: OLEDs and the General Illumination Market
- 3.3.3 First Products and Demos
- 3.4 Signage Applications for OLED Lighting
- 3.5 Vehicular Lighting
- 3.6 Other Lighting Applications for OLEDs
- 3.6.1 Healthcare Lighting
- 3.6.2 Specialized Industrial Lighting
- 3.6.3 Novelty Applications
- 3.7 Key Points Made in this Chapter
Chapter Four: Development and Commercialization of OLED Lighting in the U.S.
- 4.1 Market and Industry Environment for OLED Lighting in the U.S.
- 4.2 Current and Future OLED Lighting Strategies of Major Players
- 4.2.1 DuPont
- 4.2.2 General Electric
- 4.2.3 Kodak
- 4.2.4 Universal Display
- 4.2.5 Add-Vision
- 4.2.6 Other U.S. Firms
- 4.3 Business and Funding Environment for OLED Lighting in the U.S.
- 4.3.1 U.S. Department of Energy Support
Chapter Five: Development and Commercialization of OLED Lighting in Europe
- 5.1 Market Environment for OLED Lighting in Europe
- 5.2 Current and Future OLED Lighting Strategies of Major Players
- 5.2.1 Novaled
- 5.2.2 Osram/Siemens
- 5.2.3 Philips
- 5.2.4 Thorn Lighting
- 5.2.5 Other European OLED Lighting Companies
- 5.3 Research Institute and Government Funded Projects
- 5.3.1 Fraunhofer Institute
- 5.3.2 Holst Center
- 5.3.3 Pan European Projects and Their Likely Commercial Impact
- 5.3.4 OLED Lighting Development Consortia in Germany
- 5.3.5 OLED Lighting Development Consortia in the U.K.
Chapter Six: Development and Commercialization of OLED Lighting in Asia
- 6.1 Market Environment for OLED Lighting in Asia
- 6.2 Current and Future OLED Lighting Strategies of Notable Players
- 6.2.1 Dai Nippon Printing
- 6.2.2 Kenwood
- 6.2.3 Konica Minolta
- 6.2.4 Koizumi Lighting Technology
- 6.2.5 Lumiotec
- 6.2.6 Modistech
- 6.2.7 NEC
- 6.2.8 Organic Lighting
- 6.2.9 Panasonic
- 6.2.10 RIOE
- 6.2.11 Rohm
- 6.2.12 Samsung
- 6.2.13 Sumitomo/CDT/Sumation
- 6.2.14 Toppan Forms
- 6.2.15 Toppan Printing
- 6.3 Asian Government-Funded Programs
Chapter Seven: Eight Year-Forecasts of OLED Lighting
- 7.1 Forecasting Methodology
- 7.1.1 Comparison with Previous NanoMarkets Forecasts
- 7.1.2 Pricing: Issues and Assumptions
- 7.1.3 Penetration: Issues and Assumptions
- 7.1.4 Sources of Information and Scope of Forecast
- 7.1.5 How Much Confidence Should You Have in These Forecasts?
- 7.2 Backlighting
- 7.3 General-Purpose Lighting
- 7.4 Architectural and Specialized Industrial Lighting
- 7.5 Vehicular Lighting
- 7.6 Signage
- 7.7 Summary of Market Forecasts
- 7.8 Printing, Manufacturing and Materials
List of Exhibits
- Exhibit 0-1: Summary of OLED Lighting Markets ($ Millions)
- Exhibit 2-1: Power Drain by Lighting Technology (at 700-900 lumen brightness)
- Exhibit 2-2: Inorganic LEDs vs. Conventional Lighting Technologies
- Exhibit 2-3: OLED Efficiency Evolves: White Polymer Example
- Exhibit 2-4: OLED Brightness vs. Lifetime*
- Exhibit 2-5: Red+ Green+ Blue= White
- Exhibit 3-1: Backlight Technologies Compared
- Exhibit 3-2: Selected OLED Lighting Products, Demos and Product Launch Plans
- Exhibit 4-1: DuPont's OLED Manufacturing Process
- Exhibit 4-2: DuPont Solution-Processed OLED Materials
- Exhibit 4-3: DOE SSL Goals: A Twenty-Year Trek?
- Exhibit 4-4: Current DOE-Funded SSL R&D Projects
- Exhibit 5-1: OLED100.EU Members
- Exhibit 5-2: NEDO OLED Partners
- Exhibit 7-1: Eight-Year Forecasts of OLED Backlights for LCD Displays
- Exhibit 7-2: Summary of OLED Backlight Markets ($ Millions)
- Exhibit 7-3: Eight-Year Forecasts of OLED Lighting for General Illumination
- Exhibit 7-4: Eight-Year Forecasts of OLED Lighting for Architectural and Specialized Industrial Lighting
- Exhibit 7-5: Eight-Year Forecasts of OLED Lighting for Vehicular Lighting
- Exhibit 7-6: Eight-Year Forecasts of OLED Signage
- Exhibit 7-7: Summary of OLED Lighting Markets by Application ($ Millions)
- Exhibit 7-8: Summary of OLED Lighting Markets by Manufacturing and Material ($ Millions)