David Kirkpatrick

March 9, 2009

NanoMarkets report on organic photovoltaics sector

News from the inbox today.

The release:

NanoMarkets Issues New Report on Materials for Organic Photovoltaics Sector

GLEN ALLEN, Va., March 9 /PRNewswire/ — NanoMarkets, a leading industry analyst firm based here, today announced the release of its newest report, “Organic Photovoltaic Materials Markets: 2009 – 2016”.  The report projects that sales of materials for both “pure” organic solar cells (OPV) and hybrid organic/inorganic dye-sensitized solar cells (DSC), are expected to reach almost $600 million ($US) by 2016. The report goes on to note that the willingness of materials firms to meet the small demands from organic PV manufacturers today stands a good chance of being rewarded with substantial orders today. Details about the report are available at www.nanomarkets.net.

The firm will also be holding a webinar to present findings from the report on Tuesday, March 17th at 10:00 EDT.  See the NanoMarkets website for details.

Other Findings from the Report:

As there are no settled architectures or materials structures for organic PV there is considerable potential for materials firms of all sizes to set industry standards. According to NanoMarkets’ new report, three areas of special opportunity are (1) more efficient organic absorber materials, (2) improved electrode materials, (3) new layers for OPV cells that enable these cells to leap to greater energy conversion efficiencies. With regard to new materials, the new NanoMarkets report discusses in depth the role of nanomaterials and new dye types for DSCs. It notes in the latter case that today’s DSCs use ruthenium, one of the rarest metals on the planet.

New materials and architectures will similarly spell opportunities for equipment makers. Today, OPV/DSC cell manufacturers require production equipment that is good enough for prototype production. The next step will be to create production equipment that is optimized for production runs of working devices.  NanoMarkets believes that OPV may eventually be helped from the development of large scale manufacturing of OLED lighting applications, which are likely to be very similar to those required for OPV and DSC fabrication, so there may be some synergistic opportunities in providing R2R production equipment for both applications.

About the Report:

Organic Photovoltaic Materials Markets: 2009 – 2016 analyzes and quantifies the markets for OPV/DSC materials of all kinds. Coverage includes the latest R&D and commercialization efforts in the area of the core absorber layers for pure OPV and DSC solar cells, as well as the materials used for electrodes, encapsulation and substrates. The report discusses the materials products and strategies of the key players and companies, including both firms that are specifically focused on OPV materials (e.g., Plextronics) and those that develop materials for their own solar panels (e.g., Konarka). The new NanoMarkets study also provides a roadmap for improvements in OPV lifetimes, materials prices, efficiencies and other factors, along with a detailed eight-year forecast of OPV/DSC materials in both volume and value terms.

This report focuses on developments at the materials level that are impacting the commercialization of OPV/DSC and will be invaluable to strategic planners and marketing managers at materials and solar panel firms of all kinds, as well as electronics companies and investors.

About NanoMarkets:

NanoMarkets tracks and analyzes emerging market opportunities in electronics created by developments in advanced materials. The firm has published numerous reports related to organic, thin film and printable electronics materials and applications and maintains a blog at www.nanotopblog.com that comments on industry trends and events. NanoMarkets research database is the industry’s most extensive source of information on thin film, organic and printable (TOP) electronics. Visit www.nanomarkets.net for a full listing of NanoMarkets’ reports and other services.

Source: NanoMarkets

Web Site:  http://www.nanomarkets.net/

December 10, 2008

Thin film solar cell market heading toward $5B by 2011

The release:

Revised NanoMarkets Numbers Show Thin Film Photovoltaic Cell Market at $4.6 Billion by 2011

GLEN ALLEN, Va., Dec. 10 /PRNewswire-FirstCall/ — NanoMarkets, a leading industry analyst firm based here, today announced it has released an updated analysis of the thin-film photovoltaics (TFPV) markets.  The firm projects that after a few lean years in 2009 and 2010 for the TFPV business higher growth rates will return in 2011.  The firm’s new analysis and forecast projects revenues of $4.6 billion in 2011 that will grow to just over $14 billion in 2015.  Additional details about the report are available at www.nanomarkets.net.

Key Insights:

According to NanoMarkets, several factors are combining to make the near-term prospects for TFPV less rosy than had once been hoped.  The global economic situation is having wide ranging impacts on the thin-film solar business.  The recession in the construction industry will dampen demand for solar panels in 2009 and 2010,  depressed oil prices will make it harder to make the case for solar and other forms of alternative energies and competition for capital will limit funding for R&D.  Furthermore, the shortage of crystalline silicon that was one of the initial drivers for TFPV has been resolved.  Add in the capacity that is coming on line to meet expected demand and the market certainly has factors to overcome.

Nonetheless, NanoMarkets does not believe that the thin-film solar business will evaporate.  The unique combination of flexibility, low weight and low cost promised by TFPV will enable the technology to continue to penetrate the solar market as a whole.   First Solar has already demonstrated how commercially successful its thin-film CdTe cell technology can be and NanoMarkets also expects to see a major ramp up in CIGS solar panels in the early 2011 timeframe.   Indeed, as CIGS begins to fulfill its mission of combining high efficiencies with all the advantages of TFPV, NanoMarkets expects firms that are now focused on other materials platforms to switch to CIGS.

About the Report:

NanoMarkets’ report, Thin Film Photovoltaics Markets: 2008 and Beyond (Revised Edition) quantifies the opportunities for PV based on amorphous and other forms of thin-film silicon, CdTe, CIS/CIGS, GaAs as well as novel thin-film materials such as nanomaterials.  Applications for TFPV discussed in this report include electric utilities, commercial and industrial buildings, residential buildings, and military and emergency applications.

Detailed volume and value forecasts are provided for each application.  In addition, the report includes possible high-end and low-end scenarios for TFPV markets. These scenarios enable the TFPV community to plan successfully for the highly uncertain future that they now face. We have also included revised discussions of influential suppliers of TFPV products taking into account announcements and developments since the original version of this report. This new analysis shows the latest thinking on TFPV product development and R&D.

About NanoMarkets:

NanoMarkets tracks and analyzes emerging market opportunities in electronics created by developments in advanced materials. The firm has published numerous reports related to organic, thin film and printable electronics materials and applications and maintains a blog at www.nanotopblog.com that comments on industry trends and events. NanoMarkets research database is the industry’s most extensive source of information on thin film, organic and printable (TOP) electronics. Visit www.nanomarkets.net for a full listing of NanoMarkets’ reports and other services.

Source: NanoMarkets
   Web site:  http://www.nanomarkets.net/
http://www.nanotopblog.com/

October 16, 2008

NanoMarkets news

I know, another release dump. There’s just a lot of good stuff out there and I’d rather give it to you raw than recraft the info. Plus I’m a lazy blogger half the time.

The release:

NanoMarkets Releases New Report on Dielectric Materials for Thin-Film, Organic and Printable Electronics

GLEN ALLEN, Va., Oct. 16 /PRNewswire/ — According to a new report from NanoMarkets LC, an industry analyst firm based here, the market for dielectric materials for thin-film, organic and printable (TOP) electronics will reach more than US $635 million by 2015.  The firm claims that offering the right dielectric materials will be critical to the future success of materials firms supplying the TOP electronics sector.  Additional details about the report can be found on the firm’s website at www.nanomarkets.net.

Key Findings:

— NanoMarkets predicts that 2010 is when the TOP dielectrics business will begin to take shape.  The firm believes that in order for TOP electronics to reach its full commercial potential, materials firm will need to deliver novel dielectrics.  These dielectrics will play a key role in enabling flexible backplanes to support more than just low-refresh rate e-paper displays and will also be critical to creating thin-film solar on metal foil substrates.  In the future, OTFT-based UHF RFID may also depend on a better match between the semiconductor and dielectric materials used.

— Dielectrics are more than just a revenue source; they also provide leverage for sales of other types of materials.  NanoMarkets believes that those firms which plan to offer dielectrics matched to the conductor and semiconductor materials in their portfolio will have a distinct market advantage over those that do not.  BASF, Evonik, Merck/EMD and Polyera are well positioned in this regard.  Customers will come to companies such as these to buy complete materials sets to ensure high performance of new thin-film transistor (TFT), memory and sensor devices.

— Today’s most common dielectrics require high temperature deposition and are therefore not well matched with next-generation TOP electronics with its emphasis on solution processing on flexible substrates.  As a result, there are intense development efforts for solution-processable dielectrics.  This work involves highly novel materials such as water-based silicon oxides, barium titanate nanocomposites, and “hybrimers,” and its importance is emphasized by the involvement of major firms such as DuPont, Dow Corning, and Honeywell.

About the Report:

The new NanoMarkets report, “Thin-Film, Organic and Printable Dielectrics” provides a complete analysis of the commercial opportunities for dielectric materials in TOP electronics.  Materials covered include silicon dioxide, silicon nitride, metal oxides, organic materials, and a wide range of hybrid materials, nanomaterials and self-assembled materials.  Applications covered include conventional TFT backplanes, various OTFT products (backplanes, RFID and smartcards), printed silicon devices, OLEDs, sensors and thin-film solar panels. In addition to the companies mentioned above other firms mentioned in this report include Dow Chemical, Elantas Beck, Fuji Electric, Hewlett Packard, Hitachi Chemical, Infineon, Kovio, Nanoident, NanoMas, Novaled, OrganicID, Philips, Plastic Logic, PolyIC, Polymer Vision, Samsung, ScanDisk, Siemens, Sigma-Aldrich, Sun Chemical, Thin Film Electronics.  The activities of private and university research institutes are also discussed. This worldwide study also includes detailed eight-year forecasts of dielectric markets broken out by material type and application.

About NanoMarkets:

NanoMarkets tracks and analyzes emerging market opportunities in electronics created by developments in advanced materials. The firm has published numerous reports related to organic, thin film and printable electronics materials and applications. The firm also publishes a blog found at www.nanotopblog.com.

Source: NanoMarkets LC
  

Web site:  http://www.nanotopblog.com/
http://www.nanomarkets.net/