In general, the roadmap in lighting is clear: first, bring in QDs in low-power high-CRI high-efficacy LEDs before expanding it into higher power high-CRI segments. As such, it will diffuse from a niche of the premium into the general premium market. General display QDs are a factor of 10 more expensive than yellow YAG, but the price differential vs red fluorides, which would be needed to boost CRI, is small. The highly engineered resilient on-chip QDs will, of course, command higher per Kg prices than many other QDs. Despite the low amount per mm2 of LED, IDTechEx forecast this market to become substantial.
In parallel, the display on-chip QD market is also promising. The global market research company estimate the early market penetration to start from late 2020 or early 2023. In LED-lit LCDs, stiff competition from the highly successful and ultra-narrowband PSF red phosphor can be expected.
This article draws from the research firms report "Quantum Dot Materials and Technologies 2020-2030: Trends, Markets, Players" which offers a detailed analysis of the QD technology value chain, and application (display, sensors, lighting, agricultural films, etc.).
To connect with others on this topic, register for The IDTechEx Show! USA 2020, November 18-19 2020, Santa Clara, USA at www.IDTechEx.com/USA
About the author:
Dr Khasha Ghaffarzadeh is Research Director at IDTechEx - www.IDTechEx.com