Great Things from Small Things

Inking Money: The Prospects for Materials in Printed Electronics “Timely Topics, News, Reviews and Events for All Things Nano”
November 25, 2012 “Opportunity, indeed Life itself is often discovered and defined in the smallest of details.”
Lux Research analyzed every dollar by the technology into which it was invested to understand how investors’ views on these areas have evolved, and further analyzed $4.9 billion in exits to see where VCs are profiting. Based on this data, we identified three specific technologies which now offer the strongest opportunity for investors, and filtered out those which have been overfunded. Finally, we identified which investors are trendsetters, shaping the future of the industry, and which have mis-allocated their portfolios. This webinar will examine:

Note To Readers: The Full Report is available to subscription holders of "LuxReserch": In an additional note: We have learned that Lux will be interviewing one of the presenters at the "International Printed Electronics Conference (December 5, 2012) an Advanced Materials/ Emerging Nano-Technology company we have been following for the last 3 years. Please see LuxResearch's remarks, quote "Lux Research analyzed every dollar by the technology into which it was invested to understand how investors’ views on these areas have evolved, and further analyzed $4.9 billion in exits to see where VCs are profiting" at the end of this article. Cheers! - BWH – Printed electronics promises the ability to manufacture devices through low-cost, high-throughput manufacturing. However, to realize this potential, it requires the right materials and inks. We focus on three materials areas – opaque conductive inks and pastes, transparent conductors, and semiconductors, presenting a total opportunity of $2.6 billion in 2017. Opaque conductive inks will grow to $2.4 billion in 2017, with medical and RFID among the fastest-growing segments. However, silver paste will still dominate, and other materials will only find traction in solar applications. ITO replacement transparent conductive films will grow to $705 million, with $112 million coming from the inks, but the majority of this market will come from a single application, smartphone touch screens, leading to a wide range of potential growth scenarios. Printed semiconductors will grow to $68 million in 2017 with display applications leading the way. LANDSCAPE Emerging conductive ink and paste technologies face entrenched material platforms and must use technical limitations of the incumbents to grow in early markets ANALYSIS Conductive inks and pastes will grow to $2.5 billion, but silver alternatives will stumble outside of solar; ITO replacements will hit $705 million and semiconductors lag at $68 million. OUTLOOK ENDNOTES Lead Analyst: Jonathan Melnick, Ph.D.
Contributors Michael Holman, Ph.D. Venture capitalists have invested $7.4 billion in printed, flexible, and organic electronics technologies. However, the investment landscape and guiding principles by which VCs direct their investments are shifting as some technologies become overfunded while others become gold mines.

Investment in printed, flexible, and organic electronics technologies including displays, transparent conductive films, smart packaging, thin film batteries, and organic photovoltaics

Which technology families and specific technologies within those families have received the most investment, and how that investment has trended in recent years

Which investment strategies have been the most successful, ranking investors to determine which have allocated their investments to technologies offering the greatest opportunity

GenesisNanoTechnology and Trinity Alliance, LLP have formed a Joint Venture Partnership for the evaluation and commercialization of opportunities in the broad sector of Nanotechnology. The Alliance will seek Joint Venture Partners and Strategic Alliances that will create ‘enterprise value’ by identifying, developing and investing in, nanotechnologies that demonstrate significant new disruptive capabilities, enhance new or existing product performance, beneficially impact input cost reductions and efficiency and therefore will achieve a sustainable and competitive advantage. “Great Things from Small Things”. All Rights Reserved. Volume I: Issue: