Workshop Flexible Electronics IITC / MAM …

1 Workshop Flexible ElectronicsIITC / MAM conferenceClaire Technologies to Market 2015 20152 FIELDS OF EXPERTISEYole D veloppement s 30 analysts operate in the following areasMEMS & SensorsLEDC ompound PackagingPVPower Electronics 2015 | | IITC/MAM Workshop Flexible Electronics34 BUSINESS MODELS ConsultingandAnalysis Market data & research, marketing analysis Technologyanalysis Strategyconsulting Reverseengineering&costing Patentanalysis Reports Market & Technology reports Patent Investigation and patent infringement risk analysis Teardowns & Reverse Costing Analysis CostSimulationTool Financialservices M&A(buyingandselling) Due diligence Fundraising Maturation of companies IP portfolio management & optimization Media @Micronews e-newsletter Technology magazines Communication & webcast services Events 2015 | | IITC/MAM Workshop Flexible ElectronicsA short introduction on Flexible /PrintedElectronics5 MARKET DRIVERS DIFFERENCES FOR Flexible AND PRINTED though manufacturing processes and end applications share similaritiesMainmarketdriversforflexible electronicsare:Thepossibilitytoaddnewfun ctionalities:Conformability for OLED lighting (for the automotive industry),Conformability for OPV (energy harvesting),Robustness for small OLED displays (for smart phones & tablets)Thepossibilitytocreatenewapplica tions:Wearable electronicsFlexibleelectronicsisNOTmeant tobelow-cost,andusuallyusesexpensiveproc esses(MOCVD,evaporation)Themainmarketdri verforprintedelectronicsis.

2 Costreductionduetohighvolume(roll-to-rol l)manufacturingorbyusingfewerexpensivema nufacturingprocesses(MOCVD,evaporation): Potentially lower cost OLED TVs could be built if solution-based manufacturing is mastered and potentially low cost OPV could appear if technical challenges are leveragedUp to 30% cost reduction 2015 | | IITC/MAM Workshop Flexible Electronics6 MAIN Flexible /PRINTED Electronics APPLICATIONS5 main application familiesDisplayingSensingLightingEnergyg eneration Smart systems 2015 | | IITC/MAM Workshop Flexible Electronics7 FUNCTIONS VS FLEXIBILITY DEGREE OF FREEDOMA pplications listed by functions and Flexibility DoF 2015 | | IITC/MAM Workshop Flexible Electronics8 FUNCTIONS VS FLEXIBILITY DEGREE OF FREEDOMT echno Push vs. Market Pull applications 2015 | | IITC/MAM Workshop Flexible Electronics9 APPLICATION LANDSCAPE 2014 -2020+In the next several years, the number of applications using printing processes for Flexible Electronics will 2015 | | IITC/MAM Workshop Flexible Electronics2014 Flexible ElectronicsApplication enabling / Function enablingFlexible PVElectronic PaperNon printedPrintedSmall OLED displaysLarge OLED displaysSmall OLED DisplaysFlexible PVElectronic PaperLarge OLED DisplaysOLED General LightingConformable OLED LightingSensors2020+Systems on FoilTouch screensFlexible ElectronicsApplication enabling /Function enabling10 Either the deposition technique causes material waste (coating then etching for example), or they have slow throughput (inkjet printing).

3 In any case, equipment dedicated to large volume printed Electronics is still expensiveand not completely adapted (nozzle clogging in inkjet, low resolution in screen printing etc.). SOLUTION PRINTING DEPOSITION METHODSMost common deposition but none yet fits low-cost large volume productionDescription of various solution deposition methodsSource: Chem. Soc. Rev., 2011, 40, 5406 5441 2015 | | IITC/MAM Workshop Flexible Electronics11 PRODUCTION PROCESS THROUGHPUT & RESOLUTIONNo clear winning technology (m /s)Maximum Resolution ( m)1 m10 m100 m> 500 mLow (< )Medium ( )High (>1)FlexographyInk viscosity: thickness: m GravureInk viscosity: thickness: m Screen printingInk viscosity: thickness: 3-100 mSlot coatingLayer thickness: Down to mSource: CEA Liten / OE-A / Yole D veloppementInkjetInk viscosity: thickness: mNano ImprintUltrasonic sprayR2R PhotolithographyLaser ablation 2015 | | IITC/MAM Workshop Flexible Electronics12 MAIN PLAYERSIN MATERIALSW orldwide players 2015 | | IITC/MAM Workshop Flexible Electronics13 MAIN PLAYERSIN EQUIPMENTW orldwide players 2015 | | IITC/MAM Workshop Flexible Electronics14 FLEXIBLEA pplication enabling / Function enablingSmall OLED DisplaysConformable Organic PVConformable OLED LightingPRINTED(Potentially) Large volume / Low costLarge OLED DisplaysLarge / high volume Organic PVOLED LightingSensorsPLAYERS LANDSCAPE -EXAMPLES (NON EXHAUSTIVE LIST)Examples of industrial players developing Flexible and/or Printed productsSystems on foil / polytronicsElectronic paper 2015 | | IITC/MAM Workshop Flexible Electronics15 Flexible AND PRINTED MARKET FOR THE DIFFERENT FUNCTIONS (IN US $M)

4 2015 | | IITC/MAM Workshop Flexible Electronics $$100$200$300$400$500$600$700 $800$900$1000201220132014201520162017201 820192020 Flexible Applications based on PE Technologies ForecastSmart SystemsSensingDisplayLightingEnergy generationIn US $MIf weconsiderthe sensorsand smart systemsto befullymanufacturedwitha ~$1B in 2020 !16 Flexible AND PRINTED MARKET FOR THE DIFFERENT FUNCTIONSP icture differ if we consider that part of the manufacturing process is done with printed Electronics Ifweconsiderthefewdedicatedprocessstepsp erformedbyprintedelectronicstechnologywi thinacompletedevicemanufacturingprocess, thepictureisdifferent: Glucosesensorsalreadyonthemarketwheremor ethan50%haveprintedelectrodes RFID tagscouldpotentiallyhaveprintedantennas thiscouldrepresentbillion sofunits 2015 | | IITC/MAM Workshop Flexible ElectronicsCourtesy of DropSens17 THE INTERNET OF THINGS ROADMAP: SENSORS Electronics as a possible low cost solution to achieve GEN7 2015 | | IITC/MAM Workshop Flexible Electronics18 PRINTED AND Flexible Electronics MAIN CHALLENGESC hallenges are mainly present at material ,encapsulationandanodecompatiblewithproc essingconditionsCost-effectivebarriermat erialforencapsulationLow-costR2 RmanufacturingScalabilitytolargesize(PV, largeOLEDs)Adhesiononsubstrate(thermalcy cling,roll/unroll, )Reliabilityovertime 2015 | | IITC/MAM Workshop Flexible ElectronicsDevelopment of Novel Materials (Absorber, )InkformulationInterfacialengineeringLow -costR2R manufacturing All-by-printing manufacturing process is hard to achieve to date (vacuum process steps are sometimes a must).

5 The advantages of printing process are often less pronounced, because of the need for subsequent heat treatment and other non-printing Large SizeLifetimeand stabilityLow efficiency(for OPV modules: 15-20% lab results)Improvement in the amount of wasted ink during printing processesShorten production line processesSmaller dosage systemsEffective filter before the diesFLEXIBILITYPRINTABILITY19 PRINTED AND Flexible Electronics CONCLUSIONSB reakthrough expected within the next 3 $1 Bby2020witha27%CAGR ifweconsidersensorsandsmartsystemsfullym anufacturedbyprintedelectronicprocessOnt heequipmentside, ,highresolutiondepositiontechniquestolow ercostsOnthematerialside, (Material/Depositionprocess)hastakenanad vantageoverotherssofarandabreakthroughis expectedwithinthenext3years(massproducti onforcostdecrease) 2015 | | IITC/MAM Workshop Flexible Electronics20 RELATED REPORTI nformation in this presentation is extracted from the following reports: Flexible Applications based on Printed Electronics TechnologiesReleased in May 2013 and Equipment for Printed & Flexible ElectronicsReleased in Feb.

6 2014 2015 | | IITC/MAM Workshop Flexible ElectronicsAnnexes 2015 | | IITC/MAM Workshop Flexible Electronics22A GROUP OF COMPANIESM arket, technology and strategy operationsDue Maturation of companiesIP portfolio management & costs analysisTeardown and reverse engineeringCost simulation analysisPatent 2015 | | IITC/MAM Workshop Flexible Electronics23 OUR GLOBAL ACTIVITY 2015 | | IITC/MAM Workshop Flexible Electronics