June 15, 2016
Touch screen with ITO-replacement is gaining momentum for >50-inch sizes category. We can see this trend at SID 2016 DisplayWeek.
3M showed 55-inch touch table with metal mesh touch screen.
C3Nano demonstrated 55-inch silver nanowire transparent conductor touch display.
Microsoft’s keynote discussed their 55-inch and 84-inch interactive Surface Hub that can sense both finger touch and active pen.
In the ITO Replacement—Non-ITO Transparent Conductor Technologies, Supply Chain and Market Forecast 2016 Report, sixth edition, Touch Display Research analyzed over 240 companies and research institutes working on advanced transparent conductive (TC) materials. The report provides a detailed analysis of metal mesh, silver nanowire, carbon nano tube (CNT), conductive polymer, graphene, and other technologies.
Touch Display Research forecasts that the ITO-replacement market will reach $13 billion by 2023.
Figure: ITO replacement comparison chart
Source: Touch Display Research Inc., ITO-Replacement Report, 2016
The ITO-replacement industry has made good progress in the touch panel and other applications in the past two years. However, not all companies are growing and you need to be very selective. The specifications of over thirty metal mesh suppliers are compared side-by-side in one chart in the Excel database.
We forecast that ITO-replacement will become the major transparent conductor for touch panels after 2021. ITO will be the minor transparent conductor for touch panels.
Thanks for reading,
Dr. Jennifer Colegrove and team