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市场调查报告书
商品编码
1551271
到 2030 年透明导电薄膜的市场预测:按材料、形状、技术、应用、最终用户和地区进行全球分析Transparent Conductive Films Market Forecasts to 2030 - Global Analysis By Material, Form, Technology, Application, End User and By Geography |
根据Stratistics MRC预测,2024年全球透明导电薄膜市场规模将达79亿美元,预计2030年将达到163亿美元,预测期内复合年增长率为12.8%。
透明导电膜(TCF)是一种对可见光透明同时导电的材料。这些薄膜通常是导电材料的薄层,可以让光和电通过。 TCF 通常由氧化铟锡 (ITO)、奈米银线、奈米碳管、石墨烯和导电聚合物等材料製成。广泛应用于触控萤幕、OLED显示器、太阳能电池、柔性电子和各种感测器。 TCF 能够生产透明电子设备,从而实现软性显示器和折迭式显示器等创新,并透过减少光反射来提高太阳能电池的效率。
根据电子情报技术产业协会(JEITA)预测,2022年全球电子资讯科技产业产值预估为34,368亿美元,较与前一年同期比较%。
智慧型手机、平板电脑和其他触控萤幕装置的普及
5G和人工智慧等先进技术融入行动装置正在改善用户体验并增加对更好显示技术的需求。 TCF 在这些进步中发挥着重要作用,特别是当智慧型手机和平板电脑设备需要高度透明、导电、柔性和可折迭的萤幕时,需要开发 TCF。这种转变刺激了 TCF 市场的创新,引发了对石墨烯和银奈米结构等替代材料的探索,这些材料比氧化铟锡 (ITO) 等传统材料具有更好的性能。
原物料价格上涨
原物料价格上涨,尤其是铟等稀有金属价格上涨,导致TCF製造商的生产成本上升。由于ITO是TCF的传统材料,其成本增加将直接影响透明导电薄膜的整体定价。这可能会限制製造商的利润率并导致消费者的价格上涨,从而可能减少价格敏感市场对 TCF 的需求。
显示技术的进步
显示技术(尤其是智慧型手机、平板电脑和电视)的快速发展正在推动对 TCF 的需求。随着越来越多的设备配备先进的触控萤幕和OLED显示器,对高性能透明导电材料的需求不断增加。对提高显示性能的需求促使製造商探索传统氧化铟锡 (ITO) 以外的创新材料。奈米银线、金属网和导电聚合物等替代材料正在开发中,以满足灵活性、透明度和导电性要求。
与替代技术的竞争
随着製造商和新兴市场寻求 ITO 的替代品,传统 TCF 的市场占有率受到威胁。例如,奈米银线和金属网可以以潜在较低的成本提供类似或更好的导电性和灵活性。这项变更可能导致对基于 ITO 的 TCF 的需求下降,从而影响大量投资于传统材料的公司的收益。因此,随着新材料的出现,TCF 的价格可能会下降,这可能会迫使传统製造商降低价格以保持竞争力。
COVID-19的爆发对透明导电薄膜(TCF)市场产生了重大影响。由于製造工厂关闭和供应链中断,对 TCF 的需求下降,尤其是在电子行业。铟等原材料的短缺正在推高成本,而景气衰退正在减少消费者在依赖 TCF 的智慧型手机和平板电脑等设备上的支出。然而,疫情也加速了利用 TCF 的技术的采用,例如用于医疗保健应用的触控萤幕和软性显示器。
奈米碳管领域预计将在预测期内成为最大的领域
奈米碳管预计在预测期内增长最快,因为它们具有优异的导电性和机械强度,使其成为氧化铟锡(ITO)等传统材料的理想替代品。其独特的性能使得生产的 TCF 不仅具有高导电性,而且还具有柔性和轻质的特性,这对于柔性显示器和可穿戴技术等现代应用至关重要。
预计柔性薄膜产业在预测期内复合年增长率最高。
预计柔性薄膜产业在预测期内将呈现最高的复合年增长率。与 ITO 相比,奈米银线、金属网和导电聚合物等材料具有卓越的灵活性和耐用性。例如,奈米碳管具有优异的电气和机械性能,使其成为柔性TCF的理想材料。
尤其是智慧型手机、平板电脑和穿戴式装置等家用电子电器的激增是主要推动力。由于这些设备配备了触控萤幕和 OLED 等先进显示技术,对高效能 TCF 的需求显着增加。
由于透明导电薄膜生产技术的进步为製造商创造了新的机会,预计亚太地区在预测期内将保持最高的复合年增长率。材料创新,例如奈米银线和奈米碳管的开发,提高了TCF的性能和灵活性,使其适用于更广泛的应用,例如软性显示器和可穿戴设备。
According to Stratistics MRC, the Global Transparent Conductive Films Market is accounted for $7.9 billion in 2024 and is expected to reach $16.3 billion by 2030 growing at a CAGR of 12.8% during the forecast period. Transparent Conductive Films (TCFs) are materials that are both transparent to visible light and electrically conductive. These films are typically thin layers of conductive materials that allow light to pass through while also conducting electricity. TCFs are commonly made from materials like indium tin oxide (ITO), silver nanowires, carbon nanotubes, graphene, and conductive polymers. They are widely used in touchscreens, OLED displays, solar cells, flexible electronics, and various sensors. TCFs enable the production of transparent electronic devices, allowing for innovations like flexible and foldable displays, as well as improving the efficiency of solar cells by reducing light reflection.
According to the Japan Electronics and Information Technology Industries Association (JEITA), the production by the global electronics and IT industry was estimated at USD 3,436.8 billion in 2022, registering a growth rate of 1% year on year, compared to USD 3,360.2 billion in 2021.
Proliferation of smartphones, tablets, and other touchscreen devices
The integration of advanced technologies such as 5G and artificial intelligence in mobile devices enhances user experiences, increasing the need for better display technologies. TCFs play a crucial role in these advancements, particularly in devices that require high transparency, conductivity and trend towards flexible and foldable screens in smartphones and tablets necessitates the development of new types of TCFs that can maintain performance while being flexible. This shift is prompting innovation within the TCF market, leading to the exploration of alternative materials like graphene and silver nanostructures, which offer better performance than traditional materials like indium tin oxide (ITO).
High cost of raw materials
The increasing prices of raw materials, especially rare metals like indium, lead to higher production costs for TCF manufacturers. As ITO is the traditional material for TCFs, its rising costs directly affect the overall pricing of transparent conductive films. This can limit profit margins for manufacturers and may lead to increased prices for consumers, potentially reducing demand for TCFs in price-sensitive markets
Advancements in display technology
The rapid evolution of display technologies, particularly in smartphones, tablets, and televisions, is driving the demand for TCFs. As more devices incorporate advanced touchscreens and OLED displays, the need for high-performance transparent conductive materials is growing. With the push for better display performance, manufacturers are exploring innovative materials beyond traditional indium tin oxide (ITO). Alternatives like silver nanowires, metal meshes, and conductive polymers are being developed to meet the requirements for flexibility, transparency, and conductivity.
Competition from alternative technologies
As manufacturers and developers explore alternatives to ITO, the market share of traditional TCFs is threatened. For instance, silver nanowires and metal meshes can offer comparable or even superior conductivity and flexibility at potentially lower costs. This shift can lead to a reduction in demand for ITO-based TCFs, impacting revenues for companies heavily invested in traditional materials. Thus as new materials become available; they can drive down prices for TCFs, which may force traditional manufacturers to lower their prices to remain competitive.
The COVID-19 pandemic has significantly impacted the Transparent Conductive Films (TCFs) market. With manufacturing plants shut down and supply chains disrupted, demand for TCFs has declined, particularly in the electronics sector. The shortage of raw materials like indium has driven up costs, while the economic downturn has reduced consumer spending on devices like smartphones and tablets that rely on TCFs. However, the pandemic has also accelerated the adoption of technologies that utilize TCFs, such as touchscreens and flexible displays in healthcare applications.
The carbon nanotubes segment is expected to be the largest during the forecast period
The carbon nanotubes is expected to be the largest during the forecast period as they offer exceptional electrical conductivity and mechanical strength, making them a desirable alternative to traditional materials like indium tin oxide (ITO). Their unique properties enable the production of TCFs that are not only highly conductive but also flexible and lightweight, which is crucial for modern applications such as flexible displays and wearable technology.
The flexible films segment is expected to have the highest CAGR during the forecast period
The flexible films segment is expected to have the highest CAGR during the forecast period manufacturers are exploring alternative materials beyond traditional indium tin oxide (ITO). Materials like silver nanowires, metal meshes, and conductive polymers offer better flexibility and durability compared to ITO. For example, carbon nanotubes have excellent electrical and mechanical properties, making them an ideal material for flexible TCFs
North America is projected to hold the largest market share during the forecast period owing to the surge in the consumer electronics sector, particularly for smartphones, tablets, and wearables, is a primary driver. As these devices increasingly incorporate touchscreens and advanced display technologies like OLED, the demand for high-performance TCFs has risen significantly
Asia Pacific is projected to hold the highest CAGR over the forecast period owing to advancements in production technologies for transparent conductive films are creating new opportunities for manufacturers. Innovations in materials, such as the development of silver nanowires and carbon nanotubes, are improving the performance and flexibility of TCFs, making them suitable for a wider range of applications, including flexible displays and wearable devices
Key players in the market
Some of the key players in Transparent Conductive Films market include 3M, Abrisa Technologies, C3Nano, Cambrios Technologies Corporation, Canatu Oy, DONTECH Inc., Dupont Teijin Films, Eastman Kodak Company, Fujifilm Holdings Corporation, Gunze, Hitachi Chemical Co. Ltd, MNTech, Nano-C, Nitto Denko Corporation, Oike & Co., Ltd., TDK Corporation, Toray Advanced Film Co Ltd and TOYOBO Co., Ltd.
In August 2024, Hitachi High-Tech Launches New Tabletop Microscopes with Enhanced Usability: TM4000PlusIII and TM4000III. These new models are part of Hitachi's ongoing efforts to provide cutting-edge technology in a compact, easy-to-use format, making advanced microscopy more accessible to users across various fields.
In July 2024, 3M invests in green hydrogen leader Ohmium in continuing effort to advance breakthrough climate technologies. The investment is part of 3M's commitment to advancing technologies that support the transition to a low-carbon economy and may help the company explore further decarbonizing its own operations.
In April 2024, 3M launches new Verify app to help tackle counterfeit personal protective equipment. Instead they are made by fraudsters using unknown processes and materials without quality control. Depending on the type of product, using a counterfeit product could put a person's safety at risk.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.