Opportunities For Transparent Displays

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Opportunities for Transparent Displays
NanoMarkets, LC January 2014
2014 NanoMarkets, LC
www.nanomarkets.net
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ABOUT NANOMARKETS

• NanoMarkets provides industry analysis of
  advanced materials markets in the energy and
  electronics sectors. We have been covering these
  activities for a decade
• Our work includes market, company and technology
  analysis, market forecasting and due diligence.
• Offerings include reports, custom consulting,
  seminars/webinars and in-house training.
  NanoMarkets is based in US, with extensive
  contacts all over the world

2014 NanoMarkets, LC
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ABOUT THE REPORT
NanoMarkets believes that the market for
transparent displays is about to expand
dramatically. Smart glasses, such as Google
Glass and augmented reality (AR) applications
have focused attention on displays that can
simultaneously display information and function
as windows on the real world.   Display firms
have begun to respond to these major trends with
novel types of transparent displays. To do so
they have had to invent new technologies.
Transparent TFTs are especially challenging, with
the most likely material solution being ZnO,
though other options are possible.  Hiding
backlighting in transparent LCDs is also an
issue, creating opportunities for transparent
OLED displays but these have their own
challenges too.   In this report, NanoMarkets
identifies where the revenues will be generated
by transparent displays over the next eight
years.  In addition to leading edge applications
such as smart glasses and AR, this report also
considers near-term applications for transparent
displays in more mundane applications such as
retail and automotive.   And in addition to
granular eight-year forecasts of the transparent
display market, this report also discusses the
product/market strategies of transparent display
makers, both large and small.
2014 NanoMarkets, LC
www.nanomarkets.net
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RELATED REPORTS

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• Markets and Opportunities for Transparent
  Displays 2014 to 2021

2014 NanoMarkets, LC
www.nanomarkets.net
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Transparent displays IS This a New mass market?

• The display industry looking for the next thing
  that will allow it to stave off slow growth and
  maturity
• High level of interest in wearable computing and
  augmented reality likely to open a new market for
  transparent displays
• Mobile applications, a vanguard for transparent
  displays
• Scope for transparent displays in retail and
  marketing applications is small yet certain
• Other potential opportunities exist in automotive
  display, military HUD, casino gaming space,
  museum displays, and smart appliances segments.

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Transparent displays a New mass market?
2014 NanoMarkets, LC
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Opportunities For technology providers
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2014 NanoMarkets, LC
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Opportunities for material firms

• Material firms are expected to augment the
  industrys move to transparent displays becoming
  mainstream
• UDC is a classic example of how a materials firm
  can capture new market opportunities in the
  transparent OLED space and leverage its existing
  knowhow to build a sustainable business model
• Metal oxide TFTs based transparent display
  products are expected to fare better than those
  based on silicon
• Opportunities also exist in the transparent
  displays segment for manufacturers of
  alternatives to ITO
• Longer term sustainable demand for materials once
  the transparent displays business takes off

2014 NanoMarkets, LC
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Opportunities for system integrators and resellers

• A number of markets exist where transparent
  displays will be used under special circumstances
  which will create opportunities for system
  integrators and resellers
• Retail and advertising space offer great
  opportunities to customize display solutions and
  offer these as a part of integrated system
• Crystal Display Solutions (UK) is one firm that
  has developed expertise in supplying various
  forms of transparent displays for a wide range of
  customers ranging from retail stores to museums
• Primary suppliers of transparent displays can
  move up the value chain by understanding the
  customization requirements of their end-users
• LG, Samsung and Planar offer open-frame
  transparent LCD architecture that can fit in a
  customized fixture

2014 NanoMarkets, LC
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firms to watch in transparent displays
Firms Description
Samsung (Korea) Leading developer and integrator of transparent LCD solutions for retail and advertising yet to make commercial debut with OLED based transparent displays.
Samsung (Korea) Currently working on transparent display panels for mobile application.
Samsung (Korea) Offers medium to large sized transparent display panels large sized panels targeted at advertising billboards and refrigerator door .
Samsung (Korea) Being the largest supplier of active matrix OLEDs, Samsung is likely to become a major player in the domain of transparent displays as well.
LG (Korea) Early mover in transparent display segment.
LG (Korea) Currently offers a complete range of LCD based transparent displays.
LG (Korea) Offers only LCD based transparent displays solutions at present however being a prominent player in the OLED lighting space and a part of consortium to develop large transparent OLEDs, LG is likely to grab a slice of the transparent OLED space as well in the future.
LG (Korea) Offers 26 to 47 inch transparent LCDs product range extended to offer transparent display solutions for digital signage .
AUO (Taiwan) Likely to address markets such as retail, advertising and the museum space.
AUO (Taiwan) Developer of a 65 inch P650HVF01.0, a highly transparent display, which is claimed to have an especially impressive color saturation.
2014 NanoMarkets, LC
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firms to watch in transparent displays
Firms Description
Planar (United States) Established supplier of large LCD displays for business and signage applications.
Planar (United States) One of the early firms to offer LCD based transparent displays for retail store cases.
Planar (United States) Offerings are based on propitiatory technologies such as ERO and UCIC.
Google (United States) High likelihood of transforming the entire transparent displays industry by creating an entirely new market for wearable devices reported alliance with Samsung for transparent OLED technology for Google Glass.
Google (United States) Acquisition of WMM Labs can prompt Google to offer transparent dials on its range of smart watches in the coming years.
Apple (United States) Apple can play a crucial role in revolutionizing the transparent displays industry if the firm adopts this type of display in one of the iterations of the much talked-about smart watch and iPhone.
UDC (United States) The only material firm to specifically target the transparent displays space and undertake active research in the transparent OLED space.
UDC (United States) Close ties with Samsung can enable both the firms to undertake strategic moves to develop commercial grade transparent display panels in substantial volume.
UDC (United States) Developed a proprietary transparent display panel name TOLED, which can achieve 70-85 of transparency when turned off.
2014 NanoMarkets, LC
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Transparent display material market ( Million)
Computing and Applications expected to be the
biggest market for TDs
Wearable and Retail likely to be next big markets
after Computing
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