Dr. Khasha Ghaffarzadeh, IDTechEx Research Director06.23.16
The TCF industry has recently experienced sluggish growth. The industry has transitioned from being supply-limited to being commoditized and demand-limited with supply currently outstripping demand. This is a commonplace characteristic of supply industry into consumer electronic devices: there is often a scramble for supplies as demand rapidly takes off, but the industry soon over-invests, the capacity overshoots demand and competition renders the component a commodity.
Faced with the threat of alternatives and increased supply, the incumbents decided to protect their market share by slashing their prices. There were willing to reduce prices every time they sensed they were about to lose business. This caused a precipitous fall in film price from $30-35/sqm only a few years ago to now $15-17/sqm. This has upended the previously more-for-less value proposition of some alternative technologies.
As we predicted in the IDTechEx Research report, Transparent Conductive Film
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