Organic Photovoltaic Markets 2016-2025
This report pinpoints the opportunities that n-tech sees emerging in the OPV space over the next ten years. In this case, n-tech’s assessment is based on its insider view of the area, since n-tech has been covering this market since inception.
Although major firms have dropped out of this market in the past few years or so, n-tech believes that the business case around OPV will become increasingly compelling as the conversion efficiencies and lifetimes of OPV increase. What n-tech is seeing for the future of the OPV is some early – somewhat niche – applications for solar charging and off-the-grid use. A much more lucrative market for OPV, we believe, lies in BIPV and this will begin in earnest in just a few years when OPV starts to exceed 10 percent or so in energy efficiency for production cells.
This report shows how the latest development in OPV materials and cell/module innovation in cell and module design is moving OPV to these goals. It also discusses how OPV will compete against DSC/perovskite and CIGS. In addition, the report contains strategic profiles of the leading firms in the OPV space including an assessment of their marketing and manufacturing segment.
Finally, the report contains volume and value forecasts of OPV markets with breakouts by applications and materials used.
Although major firms have dropped out of this market in the past few years or so, n-tech believes that the business case around OPV will become increasingly compelling as the conversion efficiencies and lifetimes of OPV increase. What n-tech is seeing for the future of the OPV is some early – somewhat niche – applications for solar charging and off-the-grid use. A much more lucrative market for OPV, we believe, lies in BIPV and this will begin in earnest in just a few years when OPV starts to exceed 10 percent or so in energy efficiency for production cells.
This report shows how the latest development in OPV materials and cell/module innovation in cell and module design is moving OPV to these goals. It also discusses how OPV will compete against DSC/perovskite and CIGS. In addition, the report contains strategic profiles of the leading firms in the OPV space including an assessment of their marketing and manufacturing segment.
Finally, the report contains volume and value forecasts of OPV markets with breakouts by applications and materials used.
EXECUTIVE SUMMARY
E.1 OPV as Never-ending Story
E.1.1 Towards Realistic Expectations for OPV Conversion Efficiencies
E.2 Next Steps toward Commercial Readiness: Technology-Enabled Opportunities
E.2.1 New Efficiency Records Being Achieved
E.2.2 Paths to Improved Lifetimes
E.2.3 Towards Production
E.2.4 Materials Trends
E.2.5 Trends in Device Structures.
E.3 Competition and Material Threats
E.3.1 The Threat of DSC and Perovskites
E.3.2 CIGS versus OPV
E.4 Application Update: Entering the Promised Land?
E.4.1 Outstanding Issues for OPV
E.4.2 BIPV Beckons: OPV is a Great Fit
E.4.3 Solar Chargers and OPV: A Future?
E.5 A Future Roadmap for OPV: A Summary of Needs
E.5.1 Opportunities for Materials and Specialty Chemical Suppliers
E.6 Companies to Watch
E.7 Which Market Strategy Is Right for OPV Right Now?
E.8 Summary of Ten-Year Forecasts of OPV Markets
CHAPTER ONE: INTRODUCTION
1.1 Background to this Report
1.1.1 OPV: Struggling But Good Long-Term Potential
1.1.2 OPV versus, DSC and CIGS
1.1.3 OPV Key Technical Challenges and their Probable Solutions
1.1.4 Markets for OPV: Decisions to be Made
1.2 Objective and Scope of this Report
1.3 Methodology of this Report
1.4 Plan of this Report
CHAPTER TWO: TECHNOLOGY TRENDS IN ORGANIC PHOTOVOLTAICS
2.1 The Latest OPV Performance Improvements
2.1.1 Efficiency: Getting Closer to 15%-20%
2.1.2 Lifetimes: Still A Long Way to Go
2.1.3 Production Approaches: Some Progress for Printing
2.2 Materials Trends
2.2.1 Evolution of OPV at Merck
2.2.2 KIT and MatHero
2.2.3 Riken
2.2.4 Umea University
2.2.5 Heliatek
2.2.6 Belectric
2.2.7 Purdue University
2.2.8 Other Developments: China, Korea and Japan
2.2.9 Polymer vs. Small Molecules: New Directions
2.2.10 Finding the Right Transparent Conductor
2.2.11 Graphene as a Photoactive Layer
2.2.12 Fullerene-free Acceptor Materials
2.2.13 OPV Substrates: Not Much Change
2.3 Device Structure Trends
2.3.1 Improved Hole and Electron Extraction Layers
2.3.2 Electrodes
2.3.3 Interlayers
2.3.4 Moving toward Tunable Bandgap and Solubility
2.3.5 From Single to Tandem/Cascading Architectures
2.4 Collaborative Industry OPV Research Efforts
2.5 Key Points from this Chapter
CHAPTER THREE: MARKETS FOR OPV
3.1 The Case for OPV
3.2 BIPV
3.2.1 BIPV: Ready or Not?
3.2.2 Challenges for OPV in BIPV Glass
3.2.3 OPV-enabled BIPV on Non-Glass Substrates
3.2.3 Active Projects and Suppliers in OPV-enabled BIPV
3.3 Solar Chargers
3.3.1 Examples of Applications
3.3.2 Is Commercial Success Possible
3.4 Other Off-Grid Applications: Can the Case be Made for BIPV
3.4.1 Automotive
3.4.2 Textiles and Wearables
3.4 The Competition: OPV, DSC, and Thin-Film
3.4.1 OPV and DSC: Where Are They Now?
3.4.2 Thin-Film: CIGS and CdTe
3.4.3 Can OPV Compete on Energy Production?
3.5 Key Points from This Chapter
CHAPTER FOUR: OPV: SUPPLIERS AND STRATEGIES
4.1 Heliatek (Germany)
4.1.1 Technology Summary
4.1.2 Areas of Technology Improvements
4.1.3 Manufacturing Progress
4.1.4 Market Strategy
4.1.5 Key Partnership: AGC
4.1.6 Pilot Projects
4.1.7 Funding Picture
4.2 Armor Group (France)
4.2.1 Market Strategy
4.2.2 Technology Progress
4.2.3 Business Outlook
4.3 Belectric (Germany)
4.3.1 OPV Products
4.3.2 Key Partnerships
4.3.3 Business Outlook
4.4 AGC (Japan)
4.4.1 Market Strategy
4.4.2 Business Outlook
4.5 Mitsubishi Chemical (Japan)
4.5.1 Technology Progress
4.5.2 Pilot Project
4.6 Next Energy (United States)
4.6.1 Technology Summary
4.6.2 Market Strategy
4.6.3 Emphasis on Partnerships
4.6.4 Funding and Investors
4.7 Merck (Germany)
4.7.1 Technology Collaborations
4.8 CSEM Brasil (Switzerland/Brazil)
4.8.1 Market Strategy
4.8.2 Technology Progress
4.8.3 Business Outlook
4.9 Sumitomo Chemical (Japan)
4.9.1 Technology Progress
4.10 Toshiba (Japan)
4.10.1 Technical Progress
4.10.2 Business Outlook
4.11 BASF (Germany)
4.11.1 Key Partnerships
4.11.2 Market Strategy
4.12 Solarmer (United States)
4.12.1 Technical Progress
4.12.2 Market Strategy
4.12.3 Business Outlook
4.13 Heraeus (Germany)
4.13.1 Technical Progress
4.13.2 Market Strategy and Business Outlook
4.14 Eight19 (U.K.)
4.14.1 Technical Progress
4.14.2 Market Strategy
4.14.3 Business Outlook
4.15 DisaSolar (France)
4.15.1 Market Strategy
4.15.2 Technology Progress
4.15.3 Key Partnerships
4.16 No Longer in the Picture?
4.16.1 Konarka
4.16.2 Global Photonic Energy
4.16.3 New Energy Technologies
4.16.4 Polyera
CHAPTER FIVE: TEN-YEAR FORECASTS AND MARKET ANALYSIS FOR OPV
5.1 Key Factors Driving OPV
5.1.1 Forecasting Methodology
5.1.2 Assumptions and Scenarios
5.2 Ten-Year Forecasts for OPV
5.2.1 Off-Grid OPV Markets
5.2.2 Grid-Connected Markets
5.2.3 OPV Materials and Devices
5.2.4 Summaries of OPV Markets
Acronyms and Abbbreviations
E.1 OPV as Never-ending Story
E.1.1 Towards Realistic Expectations for OPV Conversion Efficiencies
E.2 Next Steps toward Commercial Readiness: Technology-Enabled Opportunities
E.2.1 New Efficiency Records Being Achieved
E.2.2 Paths to Improved Lifetimes
E.2.3 Towards Production
E.2.4 Materials Trends
E.2.5 Trends in Device Structures.
E.3 Competition and Material Threats
E.3.1 The Threat of DSC and Perovskites
E.3.2 CIGS versus OPV
E.4 Application Update: Entering the Promised Land?
E.4.1 Outstanding Issues for OPV
E.4.2 BIPV Beckons: OPV is a Great Fit
E.4.3 Solar Chargers and OPV: A Future?
E.5 A Future Roadmap for OPV: A Summary of Needs
E.5.1 Opportunities for Materials and Specialty Chemical Suppliers
E.6 Companies to Watch
E.7 Which Market Strategy Is Right for OPV Right Now?
E.8 Summary of Ten-Year Forecasts of OPV Markets
CHAPTER ONE: INTRODUCTION
1.1 Background to this Report
1.1.1 OPV: Struggling But Good Long-Term Potential
1.1.2 OPV versus, DSC and CIGS
1.1.3 OPV Key Technical Challenges and their Probable Solutions
1.1.4 Markets for OPV: Decisions to be Made
1.2 Objective and Scope of this Report
1.3 Methodology of this Report
1.4 Plan of this Report
CHAPTER TWO: TECHNOLOGY TRENDS IN ORGANIC PHOTOVOLTAICS
2.1 The Latest OPV Performance Improvements
2.1.1 Efficiency: Getting Closer to 15%-20%
2.1.2 Lifetimes: Still A Long Way to Go
2.1.3 Production Approaches: Some Progress for Printing
2.2 Materials Trends
2.2.1 Evolution of OPV at Merck
2.2.2 KIT and MatHero
2.2.3 Riken
2.2.4 Umea University
2.2.5 Heliatek
2.2.6 Belectric
2.2.7 Purdue University
2.2.8 Other Developments: China, Korea and Japan
2.2.9 Polymer vs. Small Molecules: New Directions
2.2.10 Finding the Right Transparent Conductor
2.2.11 Graphene as a Photoactive Layer
2.2.12 Fullerene-free Acceptor Materials
2.2.13 OPV Substrates: Not Much Change
2.3 Device Structure Trends
2.3.1 Improved Hole and Electron Extraction Layers
2.3.2 Electrodes
2.3.3 Interlayers
2.3.4 Moving toward Tunable Bandgap and Solubility
2.3.5 From Single to Tandem/Cascading Architectures
2.4 Collaborative Industry OPV Research Efforts
2.5 Key Points from this Chapter
CHAPTER THREE: MARKETS FOR OPV
3.1 The Case for OPV
3.2 BIPV
3.2.1 BIPV: Ready or Not?
3.2.2 Challenges for OPV in BIPV Glass
3.2.3 OPV-enabled BIPV on Non-Glass Substrates
3.2.3 Active Projects and Suppliers in OPV-enabled BIPV
3.3 Solar Chargers
3.3.1 Examples of Applications
3.3.2 Is Commercial Success Possible
3.4 Other Off-Grid Applications: Can the Case be Made for BIPV
3.4.1 Automotive
3.4.2 Textiles and Wearables
3.4 The Competition: OPV, DSC, and Thin-Film
3.4.1 OPV and DSC: Where Are They Now?
3.4.2 Thin-Film: CIGS and CdTe
3.4.3 Can OPV Compete on Energy Production?
3.5 Key Points from This Chapter
CHAPTER FOUR: OPV: SUPPLIERS AND STRATEGIES
4.1 Heliatek (Germany)
4.1.1 Technology Summary
4.1.2 Areas of Technology Improvements
4.1.3 Manufacturing Progress
4.1.4 Market Strategy
4.1.5 Key Partnership: AGC
4.1.6 Pilot Projects
4.1.7 Funding Picture
4.2 Armor Group (France)
4.2.1 Market Strategy
4.2.2 Technology Progress
4.2.3 Business Outlook
4.3 Belectric (Germany)
4.3.1 OPV Products
4.3.2 Key Partnerships
4.3.3 Business Outlook
4.4 AGC (Japan)
4.4.1 Market Strategy
4.4.2 Business Outlook
4.5 Mitsubishi Chemical (Japan)
4.5.1 Technology Progress
4.5.2 Pilot Project
4.6 Next Energy (United States)
4.6.1 Technology Summary
4.6.2 Market Strategy
4.6.3 Emphasis on Partnerships
4.6.4 Funding and Investors
4.7 Merck (Germany)
4.7.1 Technology Collaborations
4.8 CSEM Brasil (Switzerland/Brazil)
4.8.1 Market Strategy
4.8.2 Technology Progress
4.8.3 Business Outlook
4.9 Sumitomo Chemical (Japan)
4.9.1 Technology Progress
4.10 Toshiba (Japan)
4.10.1 Technical Progress
4.10.2 Business Outlook
4.11 BASF (Germany)
4.11.1 Key Partnerships
4.11.2 Market Strategy
4.12 Solarmer (United States)
4.12.1 Technical Progress
4.12.2 Market Strategy
4.12.3 Business Outlook
4.13 Heraeus (Germany)
4.13.1 Technical Progress
4.13.2 Market Strategy and Business Outlook
4.14 Eight19 (U.K.)
4.14.1 Technical Progress
4.14.2 Market Strategy
4.14.3 Business Outlook
4.15 DisaSolar (France)
4.15.1 Market Strategy
4.15.2 Technology Progress
4.15.3 Key Partnerships
4.16 No Longer in the Picture?
4.16.1 Konarka
4.16.2 Global Photonic Energy
4.16.3 New Energy Technologies
4.16.4 Polyera
CHAPTER FIVE: TEN-YEAR FORECASTS AND MARKET ANALYSIS FOR OPV
5.1 Key Factors Driving OPV
5.1.1 Forecasting Methodology
5.1.2 Assumptions and Scenarios
5.2 Ten-Year Forecasts for OPV
5.2.1 Off-Grid OPV Markets
5.2.2 Grid-Connected Markets
5.2.3 OPV Materials and Devices
5.2.4 Summaries of OPV Markets
Acronyms and Abbbreviations
ABOUT THE AUTHORS
LIST OF EXHIBITS
Exhibit E-1 Recent BIPV Pilot Projects for OPV
Exhibit E-2 OE-A Expectations for OPV Market Penetration
Exhibit E-3 Ten-Year Market Forecast of OPV Market by Application
Exhibit 2-1 OPV Efficiency-Related Improvements
Exhibit 2-2 Polymer vs. Small Molecules: OPV Pros and Cons
Exhibit 2-3 Ten-Year Forecast of Transparent Conductor Material Demand for OPV
Exhibit 2-4 Important Parameters for Transparent Conductors Used for PV Electrodes
Exhibit 2-5 Structure of a Bulk Heterojunction OPV Cell Architecture
Exhibit 2-6 Industry Collaborative OPV Research Projects
Exhibit 3-1 OPV Firms and Market Goals
Exhibit 3-2 BIPV Glass in Various Applications
Exhibit 4-1 Heliatek’s Pilot Projects
Exhibit 5-1 Efficiency Improvements Over Time in The OPV Market 2016-2025
Exhibit 5-2 Off-Grid OPV Market by Applications 2016-2025
Exhibit 5-3 Grid Connected OPV Applications 2016-2025
Exhibit 5-4 BIPV Market Scenarios
Exhibit 5-5 The OPV Materials Market 2016-2025
Exhibit 5-6 Summary of OPV Market by Application 2016-2025
Exhibit E-1 Recent BIPV Pilot Projects for OPV
Exhibit E-2 OE-A Expectations for OPV Market Penetration
Exhibit E-3 Ten-Year Market Forecast of OPV Market by Application
Exhibit 2-1 OPV Efficiency-Related Improvements
Exhibit 2-2 Polymer vs. Small Molecules: OPV Pros and Cons
Exhibit 2-3 Ten-Year Forecast of Transparent Conductor Material Demand for OPV
Exhibit 2-4 Important Parameters for Transparent Conductors Used for PV Electrodes
Exhibit 2-5 Structure of a Bulk Heterojunction OPV Cell Architecture
Exhibit 2-6 Industry Collaborative OPV Research Projects
Exhibit 3-1 OPV Firms and Market Goals
Exhibit 3-2 BIPV Glass in Various Applications
Exhibit 4-1 Heliatek’s Pilot Projects
Exhibit 5-1 Efficiency Improvements Over Time in The OPV Market 2016-2025
Exhibit 5-2 Off-Grid OPV Market by Applications 2016-2025
Exhibit 5-3 Grid Connected OPV Applications 2016-2025
Exhibit 5-4 BIPV Market Scenarios
Exhibit 5-5 The OPV Materials Market 2016-2025
Exhibit 5-6 Summary of OPV Market by Application 2016-2025
