Table of Contents

Executive Summary

E.1 Introduction: Innovation in Thin-Film Silicon PV
E.1.1 Current Amorphous Silicon Cells and Near-Term Innovations
E.1.2 Nanocrystalline Silicon, Silicon Nanowires, Silicon Quantum Dots and Silicon Inks
E.2 Opportunities for Materials Firms in Thin-Film Silicon PV
E.3 Opportunities for Manufacturing Firms in Thin-Film Silicon PV
E.3.1 Opportunities for Amorphous Silicon Manufacturing Firms
E.4 Key Firms to Watch in the Thin-Film Silicon Materials Business
E.4.1 Amorphous Silicon Manufacturing Firms using Established Technology
E.4.2 Start-up Companies Leveraging Next-Generation Silicon PV Technology (Silicon Inks, Si Nanoparticles, Si Quantum Dots and Si Nanowires)
E.5 Summary of Forecasts
E.5.1 Alternative Scenarios

Chapter One: Introduction

1.1 Background to This Report
1.1.1 Amorphous Silicon's Opportunity in the PV Landscape
1.1.2 Cost Sensitive Application Advantages of Thin-Film Silicon PV
1.1.3 Future Advantages of a-Si
1.2 Objectives and Scope of this Report
1.3 Methodology of this Report
1.4 Plan of this Report

Chapter Two: Materials and Technology for Thin-Film Silicon PV

2.1 Introduction: Current Position of Thin-Film Silicon PV Solutions
2.1.1 Manufacturing Lessons from the Semiconductor Industry
2.1.2 Manufacturing Lessons from the Display Industry
2.1.3 Roll-to-Roll Manufacturing Roadmap
2.1.4 Is There Still a Silicon Shortage?
2.1.5 Off-the-Shelf Equipment vs. Internally Developed Equipment
2.2 Amorphous Silicon PV Materials Roadmap
2.2.1 Trends in Cell Architectures
2.2.2 Materials Used in a-Si Cells: Current Materials and Future Innovations
2.3 Micro-Crystalline Silicon PV Materials Roadmap
2.3.1 Trends in Cell Architectures
2.3.2 Materials Used in µc-Si Cells: Current Materials and Future Innovations
2.4 Nano-Crystalline Silicon PV Materials Roadmap
2.4.1 Trends in Cell Architectures
2.4.2 Materials Used in nc-Si Cells: Current Materials and Future Innovations
2.5 Nanostructured Silicon PV Materials Roadmap
2.5.1 Nanowires
2.5.2 Si Quantum Dot-Based Devices
2.5.3 Other CVD Deposited Silicon Devices
2.6 Other Materials-Related Innovations and Developments
2.6.1 Silicon Inks
2.6.2 Silicon Film Solutions
2.6.3 Silicon Slivers
2.7 Conductors for Contacts and Reflectors
2.7.1 Transparent Conductors
2.7.2 The Role of Silver
2.8 Substrate Materials
2.8.1 Glass
2.8.2 Flexible Substrates
2.9 Key Points from this Chapter

Chapter Three: Company Profiles

3.1 Amorphous Silicon PV Manufacturers
3.1.1 Energy Conversion Devices
3.1.2 Fuji Electric Systems
3.1.3 Kaneka
3.1.4 Mitsubishi Electric
3.1.5 Sanyo
3.1.6 Sharp
3.1.7 United Solar Ovonic
3.1.8 XsunX
3.1.9 PowerFilm
3.1.10 EPV SOLAR
3.1.11 General Electric
3.1.12 RWE Schott Solar
3.1.13 Sunfilm
3.1.14 Auria Solar
3.1.15 NexPower
3.1.16 Inventux
3.1.17 ersol
3.2 Vendors of a-Si Manufacturing Equipment and Chemical Suppliers
3.2.1 Applied Materials
3.2.2 Oerlikon Solar
3.2.3 Ulvac
3.2.4 Leybold Optics
3.2.5 Tokyo Electron
3.2.6 EnergoSolar
3.2.7 Spire Global Solar
3.2.8 Dow Corning
3.2.9 Air Liquide
3.2.10 Evonik Degussa
3.2.11 Linde Group
3.2.12 DuPont
3.2.13 Voltaix
3.2.14 Praxair
3.2.15 REC Group
3.3 Companies with PV Materials Innovations
3.3.1 Innovalight
3.3.2 NanoPV
3.3.3 NanoGram
3.3.4 SunFlake
3.3.5 Solexant
3.3.6 VHF Technologies
3.3.7 Nuon Helianthos
3.3.8 Solasta
3.3.9 Solexel

Chapter Four: Eight-Year Forecasts of a-Si Materials Markets

4.1 Forecasting Methodology
4.1.1 Data Sources
4.1.2 High Growth vs. Economic Stagnation scenarios
4.1.3 Abundant vs. Scarce Fossil Fuel Scenarios
4.1.4 Effects of Subsidies
4.2 Eight-Year Forecast of Materials Used in Thin-Film Silicon PV
4.2.1 Amorphous Silicon
4.2.2 Absorber Layer
4.2.3 Substrates
4.2.4 Contact Layers
4.2.5 Nanosilicon Materials
4.2.6 Nanostructured Materials
4.2.7 Forecast Summary
Acronyms and Abbreviations Used In this Report
About the Author

List of Exhibits

Exhibit E-1 Impact on TFPV Market of Current Financial Environment
Exhibit E-2 Worldwide Market for Thin-Film Si TFPV Cells
Exhibit E-3 Worldwide Revenue from a-Si PV Materials ($ Millions)
Exhibit 2-1 Substrate Type PIN Cell
Exhibit 2-2 Superstrate Type PIN Cell
Exhibit 2-3 Phase Diagram of a-Si
Exhibit 4-1 Worldwide Market for a-Si TFPV Cells
Exhibit 4-2 Bill of Materials for a-Si TFPV (Percent)
Exhibit 4-3 Revenue from Materials ($ Millions)
Exhibit 4-4 Substrate Materials Used for a-Si TFPV
Exhibit 4-5 Top Contact by Material Type
Exhibit 4-6 Worldwide Market for Back Contact of a-Si TFPV by Material Type
Exhibit 4-7 Worldwide Market for nc-Si TFPV Cells
Exhibit 4-8 Worldwide Market for Nanostructured Si TFPV Cells
Exhibit 4-9 Worldwide Market for Thin-Film Si TFPV Cells