Table of Contents

Executive Summary

E.1 Introduction
E.2 Summary of Emerging Opportunities for Materials Suppliers
E.2.1 Materials in Widespread Use
E.2.2 Materials in Limited Demand
E.2.3 Effects of Progress on Materials Demand
E.3 Implications for Equipment Makers
E.4 Implications for OPV Panel Manufacturers
E.5 Key Firms Shaping the OPV Materials Market
E.6 Summary of Eight-Year Forecast of OPV Materials

Chapter One: Introduction

1.1 Background to This Report
1.1.1 Efficiency Alone Is Not Enough
1.1.2 The Solution Advantage
1.1.3 Parallel Universe
1.1.4 OPV Structure
1.1.5 DSC Structure
1.1.6 Stacked Structure
1.1.7 Mapping the Future
1.2 Goal and Scope of This Report
1.3 Methodology and Information Sources for This Report
1.4 Plan of This Report

Chapter Two: OPV Technology and Materials

2.1 Introduction: "Pure" OPV and Dye-Sensitized Cells
2.2 Evolution of Cell Architectures and Impact on Materials
2.2.1 Architectures for OPV
2.2.2 Architectures for DSC
2.2.3 Tandem Cells
2.3 OPV Device Materials
2.3.1 Anode Materials
2.3.2 Hole Transport/Electron Blocker Materials
2.3.3 Donor Materials (p-type)
2.3.4 Acceptor Materials (n-type)
2.3.5 Novel Active Layer Architectures and Materials
2.3.6 Cathode Materials
2.4 DSC Device Materials
2.4.1 Anode Materials
2.4.2 Host Materials
2.4.3 Dye Materials
2.4.4 Electrolyte Materials
2.4.5 Cathode Materials
2.5 Substrates
2.5.1 Glass
2.5.2 Plastic
2.5.3 Foil
2.5.4 Fiber-based Devices
2.5.5 Substrates for BIPV
2.6 Materials for Encapsulation and Barrier Coatings
2.7 Other Materials
2.7.1 Optical Layers
2.7.2 Fluorescent Concentrators
2.7.3 Adhesives
2.7.4 Materials for Tandem Cells
2.8 Key Points Made in this Chapter

Chapter Three: Applications and Forecasts

3.1 Analysis of Basic Demand for OPV and DSC
3.1.1 Consumer Electronics
3.1.2 BIPV
3.1.3 Power Plants and Other Potential Applications
3.1.4 Summary by Application
3.2 Forecasting Methodology
3.2.1 Forecasts Based on Material Content
3.2.2 How Much Confidence Should You Have in These Forecasts?
3.3 Eight-Year Forecast of OPV Materials by Function
3.4 Eight-Year Forecast of DSC Materials by Function
3.5 Eight-Year Forecast of OPV and DSC Substrates
3.6 Summary of Eight-Year Forecasts of OPV and DSC Materials
3.7 Key Points Made in this Chapter

Chapter Four: Supplier and Research Institute Profiles

4.1 Introduction
4.2 National Institute of Advanced Industrial Science and Technology (AIST)
4.3 BASF
4.3.1 Heliatek
4.4 DuPont Teijin Films (DTF)
4.4.1 DuPont
4.4.2 Agfa-Gevaert NV
4.5 Dyesol
4.5.1 Ecole Polytechnique Fédérale de Lausanne (EPFL)
4.5.2 G24 Innovations (G24i)
4.5.3 Sharp
4.5.4 Peccell Technologies
4.6 Global Photonic Energy Corporation (GPEC)
4.7 H.C. Starck
4.8 Merck/EMD
4.9 Mitsubishi Chemical Corporation
4.9.1 Frontier Carbon Corporation (FCC)
4.9.2 Mitsubishi Plastics
4.10 Konarka Technologies Inc
4.11 Plextronics
4.12 Solaronix
4.13 Vitex Systems
Acronyms and Abbreviations Used in this Report
About the Author

List of Exhibits

Exhibit E-1: OPV and DSC Materials Totals
Exhibit 1-1: A Bulk Heterojunction Stack
Exhibit 1-2: DSC Structure
Exhibit 1-3: Status and Target Goals for OPVit 1-3EE
Exhibit 1-4: Draft of Goals for DSC
Exhibit 2-1: Typical OPV Architecture
Exhibit 2-2: Typical DSC Architecture
Exhibit 2-3: Prototypical OPV Structure and Materials
Exhibit 2-4: Organic Semiconductors Available from Sigma-Aldrich
Exhibit 2-5: Prototypical DSC Structure and Materials
Exhibit 3-1: Worldwide Production Forecast for OPV and DSC Products
Exhibit 3-2: Worldwide Market for Mobile and Consumer Electronics Products
Exhibit 3-3: Worldwide Market for BIPV Products
Exhibit 3-4: Worldwide Market for Conventional Solar Panels
Exhibit 3-5: Worldwide Market for OPV Materials by Application
Exhibit 3-6: Worldwide Market for DSC Materials by Application
Exhibit 3-7: Weekly World Oil Prices Jan. 2007-2009
Exhibit 3-8: OPV Materials by Function
Exhibit 3-9: OPV Materials as Percentage of Total Cost (excludes substrate)
Exhibit 3-10: DSC Materials by Function
Exhibit 3-11: DSC Materials as Percentage of Total Cost (excludes substrate)
Exhibit 3-12: OPV and DSC Substrate Materials
Exhibit 3-13: OPV and DSC Materials Totals
Exhibit 4-1: Agfa's Orgacon Line
Exhibit 4-2: Dyesol DSC products
Exhibit 4-3: H.C. Starck PEDOT:PSS Materials
Exhibit 4-4: Isovolta Encapsulating Films