Table of Contents
Executive Summary
E.1 The TFPV Business: What Has Changed in the Last Year?
E.2 Key Opportunities for Suppliers of Absorber and Junction Materials
E.2.1 The Thin-Film Silicon Perspective
E.2.2 The CdTe Perspective
E.2.3 The CIGS Perspective
E.3 Key Opportunities for Suppliers of Non-Absorber Layer Materials Used in TFPV
E.3.1 Substrate Supplier Opportunities
E.3.2 Encapsulation Materials Opportunities
E.3.3 The Electrode and Antireflection Materials Supplier Perspective
E.4 Firms to Watch in the TFPV Materials Market
E.4.1 Thin-Film Silicon Materials Suppliers
E.4.2 CdTe Materials Suppliers
E.4.3 CIGS Materials Suppliers
E.5 Summary of Eight-Year Forecasts of TFPV Materials Markets
Chapter One: Introduction
1.1 Background to this Report
1.1.1 Thin-Film Silicon: Beyond Amorphous Silicon?
1.1.2 CdTe: Is There Life Beyond First Solar and What Does It Mean for Materials Suppliers?
1.1.3 CIGS: If Not Now, When?
1.1.4 BIPV, TFPV, Flexibility and Materials
1.2 Objectives and Scope of this Report
1.3 Methodology of this Report
1.4 Plan of this Report
Chapter Two: Thin-Film Silicon: Still in the Game
2.1 Changing Direction after the End of the Silicon Shortage
2.1.1 Impact on Materials Suppliers
2.2 Evolution of Cell Architectures
2.2.1 Impact on Materials Suppliers
2.3 Opportunities for Suppliers of Silicon Absorber Layer Materials
2.3.1 Amorphous Silicon
2.3.2 Microcrystalline Silicon
2.3.3 Nanocrystalline Silicon
2.3.4 SiGe
2.3.5 Printed Silicon PV and Silicon Inks: When Will Their Time Come Around?
2.4 Opportunities for Suppliers of Electrode Materials
2.4.1 Transparent Electrode Materials
2.4.2 Other Electrode and Reflector Materials
2.5 Opportunities for Suppliers of Substrates and Encapsulation Materials
2.6 Silane and Chemical Safety Issues and their Impact on Materials Suppliers
2.7 Key Suppliers of Thin-Film Silicon Materials
2.7.1 Air Liquide
2.7.2 Dow Corning
2.7.3 Linde Group
2.7.4 DuPont
2.7.5 Praxair
2.7.6 Voltaix
2.7.7 Evonik
2.7.8 Innovalight
2.7.9 NanoGram
2.7.10 Sixtron
2.7.11 Applied Materials
2.7.12 Oerlikon Solar
2.7.13 Ulvac
2.8 Key Points in this Report
Chapter Three: CdTe PV: Lowest Cost Option?
3.1 Can Other CdTe Firms Capture Market Share from First Solar?
3.1.1 Alternatives to First Solar's Manufacturing Strategy
3.1.2 Impact on Materials Suppliers
3.2 Evolution of Cell Architectures
3.2.1 Impact on Materials Suppliers
3.3 Opportunities for Suppliers of CdTe Absorber Layer Materials
3.3.1 Next-Generation Absorber Layer Materials
3.3.2 CdS Junction Layer Materials
3.4 Opportunities for Suppliers of Electrode Materials
3.4.1 Transparent Electrode Materials
3.4.2 Other Electrode and Reflector Materials
3.5 Opportunities for Suppliers of Substrates and Encapsulation Materials
3.6 Health and Safety Concerns: Cadmium and Tellurium
3.6.1 Cadmium
3.6.2 Tellurium
3.6.3 Impact on Suppliers
3.7 Key Suppliers of CdTe Materials
3.7.1 5N Plus
3.7.2 Apollo Solar Energy
3.7.3 Redlen Technologies
3.7.4 Other Firms
3.8 Key Points Made in this Chapter
Chapter Four: Materials for CIGS Thin-Film Photovoltaics
4.1 What are the Current Prospects for CIGS in the New PV Environment?
4.1.1 The Indium Question
4.2 Evolution of Cell Architectures
4.2.1 Impact on Materials and Suppliers
4.3 Opportunities for Suppliers of CIGS Absorber Layer Materials
4.3.1 Absorber Layer Composition: CIS vs. CIGS
4.3.2 Other Absorber Layer Compositional and Structural Features
4.4 Opportunities for Suppliers of Electrode Materials
4.4.1 Transparent Electrode Materials
4.4.2 Other Electrode, Reflector Materials
4.4.3 Antireflection Materials
4.5 CIGS Deposition and Raw Materials
4.5.1 Vacuum Deposition
4.5.2 Printing and CIGS Inks
4.5.3 Electrodeposition
4.5.4 Impact of Changing Prospects for CIG and CIGS Manufacturing Strategies on Materials Manufacturers
4.6 Opportunities for Suppliers of Substrates and Encapsulation Materials
4.7 Key Suppliers of Materials Unique to CIGS PV
4.7.1 Sputtering Materials
4.7.2 Indium Corporation
4.7.3 Umicore
4.7.4 American Elements
4.7.5 Nanoco
4.8 Key Points Made in this Chapter
Chapter Five: Emerging Market Opportunities for Non-Absorber Materials in Inorganic TFPV Markets—Substrates, Encapsulation and Electrodes
5.1 Substrates
5.1.1 Rigid Substrates
5.1.2 Flexible Substrates and BIPV Products
5.1.3 Key Suppliers of TFPV Substrates
5.2 Transparent Electrode Materials
5.2.1 New TCO's for TFPV: FTO, ITO, and AZO
5.2.2 Future Transparent Conductors: CNTs, other Nanomaterials, and Composites
5.2.3 Key Suppliers of Transparent Electrode Materials for TFPV
5.3 Nontransparent Electrode Materials
5.3.1 Key Suppliers of Nontransparent Electrode Materials for TFPV
5.4 Encapsulation and Antireflection Materials
Chapter Six: Eight-Year Forecasts of TFPV Materials Markets
6.1 Forecasting Methodology
6.1.1 Information Sources
6.1.2 Changes from Last Year's Forecasts and Scope of Forecasts
6.1.3 Alternative Scenarios and Other Factors Taken Into Consideration
6.2 Absorber Material Revenues by TFPV Technologies
6.3 Forecasts of Materials Specific to Thin-Film Silicon PV
6.3.1 Thin-Film Silicon PV Materials Overview
6.3.2 Major Thin-Film Silicon Absorber Materials
6.3.3 Thin-Film Silicon PV Substrate Materials
6.3.4 Back Electrode Materials for TF Si PV
6.2.5 Printed Silicon Hybrid Cells
6.2.6 Printing for Thin-Film Silicon Cells
6.4 Forecasts of Materials Specific to CdTe PV
6.4.1 CdTe PV Materials Overview
6.4.2 Tellurium and CdTe Absorber Materials
6.4.3 CdTe PV Deposition Methods
6.4.4 CdTe PV Substrate Materials
6.4.5 Back Electrode Materials for CdTe PV
6.5 Forecasts of Materials Specific to CIGS PV
6.5.1 CIGS PV Materials Overview
6.5.2 CIGS Absorber Layer Materials
6.5.3 CIGS Deposition Methods
6.4.4 CIGS PV Substrate Materials
6.5.5 Back Electrode Materials for CIGS PV
6.6 Forecasts of Materials Shared by the Thin-Film PV Technologies
6.6.1 Front Electrode Materials
6.6.2 Encapsulation and Antireflection Materials
6.7 Summary of Market Forecasts
Acronyms and Abbreviations Used In this Report
About the Author
List of Exhibits
Exhibit E-1
Summary of Worldwide Markets for TFPV Materials ($ Millions)
Exhibit 6-1
Absorber Material Revenues by TFPV Technology
Exhibit 6-2
Worldwide Market for Materials Used in Thin-Film Silicon PV Cells
Exhibit 6-3
Materials Used in the TF Si Absorber Layer
Exhibit 6-4
Substrate Materials for TF Si PV Cells
Exhibit 6-5
Back (Non-transparent) Electrode Materials for TF Si PV Cells
Exhibit 6-6
Materials Used in Printed Silicon Hybrid PV Cells
Exhibit 6-7
Materials Used in Printed Thin-Film Silicon PV Cells
Exhibit 6-8
Worldwide Market for Materials Used in CdTe PV Cells
Exhibit 6-9
Worldwide Market for Materials Used in the CdTe Absorber Layer
Exhibit 6-10
Worldwide Market for Materials for CdTe Absorber Layer by Deposition Method
Exhibit 6-11
Worldwide Market of Substrate Materials for CdTe PV Cells
Exhibit 6-12
Worldwide Market for Back (Non-transparent) Electrode Materials for CdTe PV Cells
Exhibit 6-13
Worldwide Market of the Materials Used in CIGS PV Cells
Exhibit 6-14
Worldwide Market for the Materials Used in the CIGS Absorber Layer
Exhibit 6-15
Worldwide Market of the Materials Used in CIGS Absorber Layer by Deposition Method
Exhibit 6-16
Worldwide Market of the Substrate Materials for CIGS PV Cells
Exhibit 6-17
Back (Nontransparent) Electrode Materials for CIGS PV Cells
(Cells with Back Electrode Separate from Substrate)
Exhibit 6-18
Worldwide Market of Front Electrode Materials for TFPV Cells
Exhibit 6-19
Encapsulation Materials Market for TFPV Cells
Exhibit 6-20
Summary of Worldwide Markets for TFPV Materials ($ Millions)
Exhibit 6-21
Summary of Absorber Materials by Commodity Type ($ Millions)
FollowNanomarkets on Twitter
JoinNanomarkets on Facebook
FollowNanomarkets on LinkedIN
Subscribeto the Reports Feed
