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How Printed and Large
Area Electronics Enables
Opportunities for Growth
Arising from Global
Megatrends
Raghu Das, CEO
IDTechEx.com / [email protected]
Copyright © IDTechEx | www.IDTechEx.com
About IDTechEx
Areas of coverage:
• 3D Printing
• Advanced Materials
• Emerging Devices
• Energy Harvesting
• Energy Storage
• Electric Vehicles
• Internet of Things
• Photovoltaics
• Printed Electronics
• RFID
• Wearable Technology
IDTechEx provides insight, intelligence and networking services on Emerging
Technologies, helping clients with their critical strategic business decisions.
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With bases in the US, UK, Germany and Japan, IDTechEx has served clients in
80 countries since 1999.
Nov 18-19 2015.
World’s largest
on the topic
www.PrintedElectronicsUSA.com
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Fast Moving Consumer Goods (FMCG) brands are loosing market share to
supermarket own brands which legally copy without much development or marketing
costs.
Brands seek differentiation, customer loyalty and protected uniques that are valued by
customers.
Problems in the Retail Industry
Reported by the BBC in
2009: Drinks giant Diageo
says it will take legal action
against retailer. In the same
release, Diageo says
"Sainsbury's is a valued
customer of Diageo.”
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Consumers and regulators increasingly demand more information printed on the
package – which instead needs to sell the product.
Packaging has to be recyclable, easier to dispense yet remain safe, multipurpose
“Consumer Packaged Goods (CPG) shrinkage is $60 billion yearly of $3 trillion
turnover.” ECR Europe
Stockouts at retailers cost six percent of sales. One third of these are items in the
retailer’s store.
Procter & Gamble
“Up to 20% of foods are discarded due to spoilage through the supply chain.” Food
and Drug Administration
And… it has to sell the product! – be entertaining, catch your eye, make you want to
tell others about it
Problems in the Retail Industry (2)
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A glimpse as to how printed, flexible and large area
electronics is addressing these challenges
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Two thirds of the people who have ever reached the age of 65 are alive today
You will need to diagnose and treat yourself – not enough carers, doctors or nurses
Problems in Healthcare
Source : National Statistics
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“Medication non-compliance costs the US alone approximately $100 billion and
125,000 deaths yearly”
It is responsible for 10% of US hospital admissions - $31 billion yearly/ 380,000
patients. US National Pharmaceutical Council
In the third world, 32 million children under the age of five die every year from food
related illness. 20 million die yearly of preventable diseases. UN
“A high proportion of drugs in the US military are unnecessarily trashed because
handling/ storage is not monitored” US Military DOD Shelf Life Extension Program
SLEP
Problems in Healthcare (2)
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A glimpse as to how printed, flexible and large area
electronics is addressing these challenges
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Today wearable technology is
usually bulky, rigid devices where
the user conforms to the device,
rather than the device conforms to
the user
Many sectors will suffer from heavy
commoditization with lots of “me-
too”
Largest challenges are in
increasing sensor reliability,
developing efficient energy
harvesting and storage systems for
power-hungry components and
making devices increasingly
invisible to the wearer.
Problems with Wearable Technology
0
10
20
30
40
50
60
70
2015 2018 2021 2024
Ma
rke
t V
alu
e (
In b
illi
on
US
D)
Fashion andother
Industrial,commercial,military
AdvancedInfotainmentDevices
BasicInfotainmentAccessories
BasicInfotainmentDevices
Healthcare &Medical +Fitness &Wellness
Source: IDTechEx report “Wearable Technology 2015-2025” www.IDTechEx.com
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A glimpse as to how printed, flexible and large area
electronics is addressing these challenges
Respiration sensors detecting changes in dimensions of
the conductive track induced by breathing
Impact sensor by BeBop. Here 6
layers of various stretchable inks are
printed
Activity tracking functionality
(HRM etc) by Clothing+ and
DuPont
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Weight of wiring, components etc which effects the fuel efficiency – and these parts
cover relatively large areas
Moving from petrol to electric, requiring improvements in big batteries, supercapacitors,
thermal interface materials, sensors and new vehicle designs
Distributed sensors needed for autonomous vehicles
Ultimate need for Energy Independent Vehicles
Problems with Vehicles
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A glimpse how printed, flexible and large area
electronics is addressing these challenges
Boeing use a printed
electronics system for bird
strike detection
Increasingly,
supercapacitors are
being made by printing
to reduce cost
Mechanical
switches and
copper wiring
replaced by a
molded one
piece printed
system
Structural
electronics – the
boot lid is the
supercapacitor
(Volvo working
with Imperial
College)
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Large investments in China, often supported by the Chinese government, can disrupt
industries globally, collapsing margin for incumbents, such as the PV industry and LCD
panel industry. Companies have to innovate to differentiate products
Smart phones and tablets are beginning to saturate. Cash rich companies seek new
things
Consumers want higher degrees of customization. Smaller batches of a higher number
of product lines are being made and this trend will continue
Incremental desirable improvements are for thinner devices, more robust devices,
smaller/no edge bezels around screens, longer battery life, ease of charging…
Problems in Consumer Electronics, IoT etc
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A glimpse how printed, flexible and large area
electronics is addressing these challenges
Apple watch has
an OLED
display in plastic
to be thinner,
and more robust
Samsung Galaxy Note Edge:
has a wrap-around OLED
display (rigid plastic) with a 7
mm bending radius at the
sharpest point.
KENT Displays
launch the
Boogie Board
enabling a
completely new
product
category
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Leading market drivers for printed electronics
Flexible, conformal, rollable,
large area
From electronics on rigid or
stiff substrates to cheap
substrates. This usually means
lowering process
temperatures, improving inks
60%
Cost & performance
Better performance in some
cases (e.g. OLED vs LCD or
electroactive polymers versus
rotor or piezoelectric haptic
touch feedback). Reduction in
cost (e.g. RFID)
35%
Other – (Transparency, etc…) 5%
A market of over $20 Billion in 2015 growing to almost $70 Billion in 2025 at a
component level alone
Source: IDTechEx report “Printed Electronics 2015-2025” www.IDTechEx.com
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Raghu Das