The technologies seeking to unseat ITO (Indium Tin Oxide) are by now themselves old, at least in the sense that they have been around for a decade and a half. They seem to have been forever in the waiting mode, anticipating the arrival of their major breakthrough. A key differentiator has long been higher flexibility and foldability over ITO. The question now is how will different technology options fare given that the paradigm shift towards flexible displays is finally upon us despite the recent product launch delays?
Leading analysts at IDTechEx have been researching the technology and market landscape for the past eight years. The results of their ongoing research can be found here Transparent Conductive Films and Materials 2019-2029: Forecasts, Technologies, Players. This report provides a detailed analysis of all the key players and technologies and offers market forecasts segmented by more than 10 technologies and 20 application areas.
The roadmap towards flexible and/or foldable displays has been long. After years of development, the first milestone on the technology roadmap was the commercialization of plastic rigid displays around 2014-2015, i.e., PI-based backplane but without flexibility. From late 2018 to early 2019 a series of foldable displays products were announced and some are already in the customers' hands. These are first gen products and are certain to experience many iterations over the coming years. At the same, every display company is building up the capability to develop and manufacture flexible/foldable displays. We include some photos of prototyped mainly from 2019 (Photo Source IDTechEx and TCL). All of the flexible touch displays will require some type of flexible touch technology. Therefore, the market for flexible touch solutions has finally opened and will remain open unless and until disrupted by another user interface solution. To learn more please visit Transparent Conductive Films and Materials 2019-2029: Forecasts, Technologies, Players.
Film vs on-cell: a story of trade-offs
In general, two approaches have emerged: film and on-cell types. In the former case, a flexible film is bonded atop the OLED device. In the latter, the touch layers are deposited and patterned directly on, or perhaps later as part of, the thin film encapsulation (TFE).
The table below provides a comparison of the two approaches. Film-type is the simplest to implement. Crucially, it decouples the production yield of the touch layer from that of the display layer. Furthermore, the films could be manufactured using lower cost assets. The scalability to larger areas will also be simpler and production speeds likely higher as R2R film production techniques can be deployed. Therefore, the film-based approach is a more accessible technology that offers an easier and lower cost roadmap towards larger-area flexible displays.
However, this approach falls short on performance. Material choices are now available which offer high flexibility and foldability. Metal mesh films are likely to be good enough for medium levels of folding. The picture for higher bending degrees becomes hazier, however technology options such as silver nanowires have already demonstrated that they can sustain the technology roadmap towards high bending levels. Clearly, all technology choices require further improvement however current issues are unlikely to be a fundamental showstopper. As such, transparent conductive layer technology choice itself is not a performance bottleneck.
The real limitation of the film-based approach is that it requires an additional substrate plus an additional bonding layer. This increases overall thickness, which in turn lowers flexibility. In future, combining the touch with other layer functionalities may partially alleviate this shortcoming. This trend towards combinations will accelerate perhaps with wide availability of CPI films. Candidates for function combination include the hard coat layer, the polarizer, the barrier film (if film is used) and so on. The evolution of this trend can have important implications for the long-term viability of film-based solutions.
This is a comparative table. Therefore, 'low' means lower than the other in this comparison. The same applied to 'high'. Another key parameter is the ability to sustain ever tightening foldability requirements. A thinner solution will offer higher foldability but this may need to be balanced by mechanical robustness and lifetime. Further note that the material of choice could be different in each case. For more please refer to Transparent Conductive Films and Materials 2019-2029: Forecasts, Technologies, Players.
The other approach is on-cell. Here, the touch layers are deposited and photolithographically patterned inline directly on top of the OLED-TFT stack. In the future, it might be possible to weave the patterned touch electrodes as part of the TFT structure, although that can require a difficult manufacturing challenge.
The key advantage of this approach is that it eliminates the additional substrate, thus resulting in a thin and flexible solution. The challenge, however, is that it dramatically increases the cost of production defects in the touch layer as the entire stack- including the OLED and the TFT- will be thrown away. Success here, therefore, requires outstanding production know-how and optimization. Furthermore, this process ties up more expensive production assets on a usually low-cost item which is the touch layer. It is also likely to require slow and controlled deposition within the narrow parameter space limited by the already-deposited materials and layers. Importantly, it is not clear whether this approach can be readily scaled to larger areas or not. This is because one would require the inline TFE as well as the patterned touch electrode deposition processes to be scaled up without compromising quality or cost.
IDTechEx Research's assessment is shown in Transparent Conductive Films and Materials 2019-2029: Forecasts, Technologies, Players. In general, they consider all display makers will build some know-how for both just in case, but that no single approach will totally prevail in production soon. Those with sufficient technology know-how and IP protection will pursue the on-cell approach for the current display sizes. They will also continue to make progress on translating this technology to ever larger areas, often chasing a high-priced high-performance premium display positioning. Others will pursue a film-based strategy, giving them easier and low-cost access to touch technology for flexible displays. In the medium term, IDTechEx envisage that a more diverse range of flexible display products will emerge, each offering a different performance. This will further sustain the existence of multiple approaches in the market. Note that the battle between film-type vs on (or in)-cell type is also in force in rigid displays. Here too, both approaches are used although, trends can shift the balance one way or the other.
To learn more about these trends and the dynamics of the flexible touch industry please visit Transparent Conductive Films and Materials 2019-2029: Forecasts, Technologies, Players. This report is based upon years of research as IDTechEx Research have been tracking and analysing the TCF industry since 2008. It offers a detailed, data-driven and insightful analysis of all the existing and emerging transparent conducting layer technologies. It provides analysis of 20 end applications and includes granular ten-year market forecasts segmented by 20 applications and 10 technologies. The forecasts are provided in value and area (sqm).
Top image: Royole Corporation