투명 전도성 필름 시장 예측(-2030년) : 재료별, 형상별, 기술별, 용도별, 최종사용자별, 지역별 세계 분석

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.

Market Dynamics:

Driver:

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).

Restraint:

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

Opportunity:

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.

Threat:

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.

Covid-19 Impact:

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

Region with largest share:

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

Region with highest CAGR:

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.

Key Developments:

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.

Materials Covered:

• Indium Tin Oxide (ITO) on PET
• Indium Tin Oxide (ITO) on Glass
• Silver Nanowire
• Carbon Nanotubes
• Conductive Polymers
• Metal Mesh
• Other Materials

Forms Covered:

• Rigid Films
• Flexible Films

Technologies Covered:

• Roll-to-Roll Processing
• Sputtering
• Chemical Vapor Deposition (CVD)
• Other Technologies

Applications Covered:

• Smartphones
• Tablets
• Laptops & Notebooks
• LCD & LED Monitors and TVs
• Wearable Devices
• OLED Lighting
• Solar Photovoltaic
• Other Applications

End Users Covered:

• Consumer Electronics
• Automotive
• Energy
• Healthcare
• Retail
• Other End Users

Regions Covered:

• North America
  • US
  • Canada
  • Mexico
• Europe
  • Germany
  • UK
  • Italy
  • France
  • Spain
  • Rest of Europe
• Asia Pacific
  • Japan
  • China
  • India
  • Australia
  • New Zealand
  • South Korea
  • Rest of Asia Pacific
• South America
  • Argentina
  • Brazil
  • Chile
  • Rest of South America
• Middle East & Africa
  • Saudi Arabia
  • UAE
  • Qatar
  • South Africa
  • Rest of Middle East & Africa

What our report offers:

• Market share assessments for the regional and country-level segments
• Strategic recommendations for the new entrants
• Covers Market data for the years 2022, 2023, 2024, 2026, and 2030
• Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
• Strategic recommendations in key business segments based on the market estimations
• Competitive landscaping mapping the key common trends
• Company profiling with detailed strategies, financials, and recent developments
• Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

• Company Profiling
  • Comprehensive profiling of additional market players (up to 3)
  • SWOT Analysis of key players (up to 3)
• Regional Segmentation
  • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
• Competitive Benchmarking
  • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

2 Preface

• 2.1 Abstract
• 2.2 Stake Holders
• 2.3 Research Scope
• 2.4 Research Methodology
  • 2.4.1 Data Mining
  • 2.4.2 Data Analysis
  • 2.4.3 Data Validation
  • 2.4.4 Research Approach
• 2.5 Research Sources
  • 2.5.1 Primary Research Sources
  • 2.5.2 Secondary Research Sources
  • 2.5.3 Assumptions

3 Market Trend Analysis

• 3.1 Introduction
• 3.2 Drivers
• 3.3 Restraints
• 3.4 Opportunities
• 3.5 Threats
• 3.6 Technology Analysis
• 3.7 Application Analysis
• 3.8 End User Analysis
• 3.9 Emerging Markets
• 3.10 Impact of Covid-19

4 Porters Five Force Analysis

• 4.1 Bargaining power of suppliers
• 4.2 Bargaining power of buyers
• 4.3 Threat of substitutes
• 4.4 Threat of new entrants
• 4.5 Competitive rivalry

5 Global Transparent Conductive Films Market, By Material

• 5.1 Introduction
• 5.2 Indium Tin Oxide (ITO) on PET
• 5.3 Indium Tin Oxide (ITO) on Glass
• 5.4 Silver Nanowire
• 5.5 Carbon Nanotubes
• 5.6 Conductive Polymers
• 5.7 Metal Mesh
• 5.8 Other Materials

6 Global Transparent Conductive Films Market, By Form

• 6.1 Introduction
• 6.2 Rigid Films
• 6.3 Flexible Films

7 Global Transparent Conductive Films Market, By Technology

• 7.1 Introduction
• 7.2 Roll-to-Roll Processing
• 7.3 Sputtering
• 7.4 Chemical Vapor Deposition (CVD)
• 7.5 Other Technologies

8 Global Transparent Conductive Films Market, By Application

• 8.1 Introduction
• 8.2 Smartphones
• 8.3 Tablets
• 8.4 Laptops & Notebooks
• 8.5 LCD & LED Monitors and TVs
• 8.6 Wearable Devices
• 8.7 OLED Lighting
• 8.8 Solar Photovoltaic
• 8.9 Other Applications

9 Global Transparent Conductive Films Market, By End User

• 9.1 Introduction
• 9.2 Consumer Electronics
• 9.3 Automotive
• 9.4 Energy
• 9.5 Healthcare
• 9.6 Retail
• 9.7 Other End Users

10 Global Transparent Conductive Films Market, By Geography

• 10.1 Introduction
• 10.2 North America
  • 10.2.1 US
  • 10.2.2 Canada
  • 10.2.3 Mexico
• 10.3 Europe
  • 10.3.1 Germany
  • 10.3.2 UK
  • 10.3.3 Italy
  • 10.3.4 France
  • 10.3.5 Spain
  • 10.3.6 Rest of Europe
• 10.4 Asia Pacific
  • 10.4.1 Japan
  • 10.4.2 China
  • 10.4.3 India
  • 10.4.4 Australia
  • 10.4.5 New Zealand
  • 10.4.6 South Korea
  • 10.4.7 Rest of Asia Pacific
• 10.5 South America
  • 10.5.1 Argentina
  • 10.5.2 Brazil
  • 10.5.3 Chile
  • 10.5.4 Rest of South America
• 10.6 Middle East & Africa
  • 10.6.1 Saudi Arabia
  • 10.6.2 UAE
  • 10.6.3 Qatar
  • 10.6.4 South Africa
  • 10.6.5 Rest of Middle East & Africa

11 Key Developments

• 11.1 Agreements, Partnerships, Collaborations and Joint Ventures
• 11.2 Acquisitions & Mergers
• 11.3 New Product Launch
• 11.4 Expansions
• 11.5 Other Key Strategies

12 Company Profiling

• 12.1 3M
• 12.2 Abrisa Technologies
• 12.3 C3Nano
• 12.4 Cambrios Technologies Corporation
• 12.5 Canatu Oy
• 12.6 DONTECH Inc.
• 12.7 Dupont Teijin Films
• 12.8 Eastman Kodak Company
• 12.9 Fujifilm Holdings Corporation
• 12.10 Gunze
• 12.11 Hitachi Chemical Co. Ltd
• 12.12 MNTech
• 12.13 Nano-C
• 12.14 Nitto Denko Corporation
• 12.15 Oike & Co., Ltd.
• 12.16 TDK Corporation
• 12.17 Toray Advanced Film Co Ltd
• 12.18 TOYOBO Co., Ltd.