Companies chase promising and not-so-promising applications alike.
Jonathan Melnick, Ph.D., Lux Research08.31.15
Silver nanowires offer good electrical conductivity, optical transparency, and flexibility, making it currently the major ITO replacement materials. However, the market progress varies a lot from application to application. Cambrios, a leading company in this area, can serve as a good case study to understand the current situation.
For Cambrios, more than half of its revenue comes from computer monitor touch screens; mobile phone touch screens are second, and there is minor revenue contribution from e-readers, tablets and laptop touch screens. Lenovo is one of its biggest customers in monitors, along with Dell and HP, while BenQ, Karbonn and HTC are some of its biggest mobile phone users.
The mobile phones use 100 Ω/sq films, where Cambrios’ current Jupiter films have 0.5% haze (the next generation, Mercury, will have 0.4% haze) and monitors 30 Ω/sq to 50 Ω/sq films, which have 0.8% haze for Jupiter (compared to 0.6% for Mercury). The company claims silver
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