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BIPV Glass Markets 2015 2022 Slides

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Slides created from the n-tech Research report, BIPV Glass Markets 2015 2022 that the firm issued in Q4 2016. In the report n-tech Research forecasts the BIPV glass market Rto rise to $3.5 billion by 2020 - See more at: http://ntechresearch.com/news

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BIPV Glass Markets 2015 2022 Slides

  1. 1. BIPV Glass Markets: 2015-2022 Nano-859 Issued November 2015 n-tech Research PO Box 3840 Glen Allen, VA 23058 Phone: 804-938-0030 Email: info@ntechresearch.com Web: www.ntechresearch.com
  2. 2. About n-tech Research n-tech Research PO Box 3840 Glen Allen, VA 23058 Phone: 804-938-0030 Email: info@ntechresearch.com Web: www.ntechresearch.com • The rebrand of industry analyst firm NanoMarkets founded back in 2004 • Specialization in analyzing and forecasting market opportunities arising from advances in and application of advanced materials. Special focus on functional and smart materials and coatings and their impact on markets • Provide full length market reports, focused subject matter analysis and individualized consulting engagements with emphasis on providing customer focused analytical content solutions • Global client roster ranging from top tier multinational firms to start ups, research institutes and technology transfer offices • Founders have decades of experience in producing analysis of emerging technologies and markets
  3. 3. n-tech Research PO Box 3840 Glen Allen, VA 23058 Email: info@ntechresearch.com Web: www.ntechresearch.com BIPV Glass Markets: 2015-2022 In our view, BIPV overall is in a transition and must refine its messaging to an end-user base with shifting priorities. More than ever these products need to be sold, and technologically developed, with an emphasis on aesthetics and what can be called "smart" capabilities, creating more dimensions along which to compete such as color, transparency, and substrate conformability. Where we envision the next stage of "true" BIPV, and sooner rather than later, is in BIPV glass with truly multifunctional and monolithically integrated products. This future will rely heavily on thin-film, OPV, and DSC technologies with the promise of lower-cost fabrication to reduce overall costs. We also anticipate a reshaping of manufacturing strategies and supply chains to develop and deliver these products, building on partnerships already been forged between alternative PV materials companies and big glass companies. This report presents the latest trends in BIPV glass, analyzing the evolution of the technology and markets over the next eight years. We discuss the different types of BIPV glass technology, and the latest developments in PV technologies, substrates, and encapsulation. We also examine the strategies of the major BIPV glass companies and their key BIPV partners, and provide some thoughts as to potential changes in supply chains to improve odds of success. About the Report n-tech Research PO Box 3840 Glen Allen, VA 23058 Phone: 804-938-0030 Email: info@ntechresearch.com Web: www.ntechresearch.com
  4. 4. Profiles of Key Players n-tech Research PO Box 3840 Glen Allen, VA 23058 Email: info@ntechresearch.com Web: www.ntechresearch.com Coverage n-tech Research PO Box 3840 Glen Allen, VA 23058 Phone: 804-938-0030 Email: info@ntechresearch.com Web: www.ntechresearch.com • Asahi Glass • Belectric • BGT • Dyesol • Exeger • Glass2energy • Hanergy • Heliatek • IQ Glass • Issol • Lumos • Manz • Mitsubishi • NSG/Pilkington • Onyx Solar • Oxford PV • PolySolar • Prism Solar • Romag • Solar Frontier • Solaria • Strathcona Energy • Sunpreme • SwissInso • TULiPPs Plan of the Report • In the Executive Summary we present a summation of our forecasts and analysis and in Chapter One we set the stage for the report along with providing the scope, objectives of the report • In Chapter Two we discuss the progress of the various base PV technologies upon which BIPV products are built: conventional silicon-based PV technology which has historically dominated BIPV (as it has other solar PV applications), as well as the arising various alternatives of thin-film PV, OPV, and DSC, the specific advantages that they promise and how they are progressing toward those ends. This also includes discussion of substrates and encapsulation technologies, both on the market and still in the development phase. • This leads into Chapter Three where we analyze the latest BIPV glass product trends, including what is happening on the research side as well, with collaborations and university-based efforts. We also examine the latest BIPV glass installations to showcase what's new and what's resonating from architects down to building owners. • In Chapter Four we shift the discussion to the marketplace, and how the evolution of BIPV creates a need to "think different" for companies to make money. We explore the balance as it exists, and is changing, between the selling factors of aesthetics and energy, and the external factors that are forcing such changes in strategy—mainly the changing landscape of subsidies. • Chapter Five outlines our forecasts for BIPV markets over the next eight years (through 2022), delivered in multiple formats: by region, by product, by PV technology and substrates, and by type of building markets. In this chapter we include our forecasting methodology, which includes assumptions about macroeconomics, pricing, policies and regulatory factors, etc.
  5. 5. n-tech Research PO Box 3840 Glen Allen, VA 23058 Email: info@ntechresearch.com Web: www.ntechresearch.com Chapter Three: Market Trends for BIPV Glass 3.1 The Road to Monolithic Integration 3.2 Installation Trends 3.3 Noteworthy New BIPV Installations 3.4 Key Points from This Chapter Chapter Four: Market and Marketing Considerations for BIPV Glass 4.1 How to Sell Next-Generation BIPV 4.2 The Importance of Local Presence: Building a BIPV Supply Chain 4.3 What a Successful BIPV Glass Supply Chain Will Look Like 4.4 Key Points from This Chapter Chapter Five: Eight Year Forecasts for BIPV Glass 5.1 Forecasting Methodology and Assumptions 5.2 Eight-Year Forecasts of Demand in Key BIPV Glass Regions/Countries 5.2.1 U.S. 5.2.2 Europe 5.2.3 Japan 5.2.4 China 5.3 Eight-year Forecast of BIPV Glass by Product Type 5.4 Eight-year Forecast of BIPV Glass by Technology/Material 5.5 Eight-Year Forecast of BIPV Glass by Type of Substrate 5.6 Eight-Year Forecast of BIPV Glass by Type of Building Top Level Table of Contents n-tech Research PO Box 3840 Glen Allen, VA 23058 Phone: 804-938-0030 Email: info@ntechresearch.com Web: www.ntechresearch.com Executive Summary E.1 Changes in BIPV Glass: Moving Toward Monolithic Integration E.2 Where and How BIPV Glass Markets Will Expand E.3 Market Challenges for BIPV glass E.4 Companies to Watch in BIPV Glass Development E.5 Summary of Eight-Year Forecasts for BIPV Glass Chapter One: Introduction 1.1 Background to this Report 1.2 Changing Strategies for BIPV Glass 1.3 Objectives and Scope of this Report 1.4 Methodology of this Report 1.5 Plan of this Report Chapter Two Technology Trends in BIPV 2.1 Silicon-based BIPV: Small Improvements That Matter 2.2 Thin-Film PV and BIPV: Stirring the Pot 2.3 OPV: BIPV as a Market-of-Choice 2.4 DSC: A Head Start, but Reason to Wait? 2.5 Encapsulation Developments and their Importance for BIPV glass 2.6 The Role of Flexible Substrates in BIPV 2.7 Key Points from This Chapter
  6. 6. n-tech Research PO Box 3840 Glen Allen, VA 23058 Email: info@ntechresearch.com Web: www.ntechresearch.com Table of Figures n-tech Research PO Box 3840 Glen Allen, VA 23058 Phone: 804-938-0030 Email: info@ntechresearch.com Web: www.ntechresearch.com Exhibit E-1: BIPV Glass Applications and Opportunities Exhibit E-2: BIPV Market Scenarios Exhibit E-3: Companies Key to BIPV Glass Success Exhibit 1-1: The Four Stages of BIPV Market Evolution Exhibit 2-1: c-Si based BIPV Glass Products Exhibit 3-1: BIPV Glass Applications and Opportunities Exhibit 4-1: Selling BIPV as a “Green Technology” Exhibit 4-2: Net-Zero-Energy Building Regulations Exhibit 5-1: Overall PV Shipments and Share of BIPV Glass Products Exhibit 5-2: Eight-year Forecast of BIPV Glass by Country/Region ($ Millions) Exhibit 5-3: Eight-year Forecast of BIPV Glass by Product Type, % of MW Market Share Exhibit 5-4: Eight-year Forecast of BIPV Glass Area Shipped (Million sq. meter) Exhibit 5-5: Eight-year Forecast of BIPV Glass by MW Shipped (MWs) Exhibit 5-6: Eight-year Forecast of BIPV Glass by Type of Product ($ Millions) Exhibit 5-7: Eight-year Forecast of BIPV Glass by Technology/Material Share (MW %) Exhibit 5-8: Eight-year Forecast of BIPV Glass by MW Shipped (MWs) Exhibit 5-9: Eight-year Forecast of BIPV Glass by Area Shipped (Million sq. meter) Exhibit 5-10: Eight-year Forecast of BIPV Glass by Type of Material ($ Millions) Exhibit 5-11: Total BIPV Substrate and Encapsulation Revenue by BIPV Module Type Exhibit 5-12: Eight-year Forecast of BIPV Glass by Type of Building ($ Millions)
  7. 7. Market Forecast • n-tech Research projects that the market for BIPV glass at just over $1 billion today will grow to $3.5 billion by 2020 and $6.3 billion by 2022 • The presence and influence of large glass companies (AGC, NSG/Pilkington, and BGT as examples) will only intensify, through aforementioned partnerships with PV companies as well as with building product firms and installers. • A central question for BIPV glass is whether key PV vendors (notably Heliatek in OPV, and Dyesol and Oxford in DSC) stay on target with planned production volumes around 2017-2018. There is much ado over the new wonder-material perovskite, but the storyline is the same: whether it too can achieve volume scales and deliver products to the market in a reasonable timeframe. • We think selling BIPV glass as part of a "green" theme is broadly losing steam with increased scrutiny of regional and national PV policies. That said, two specific areas seem to be robust: zero- energy buildings, and highly urban areas. We see revenues for BIPV glass in zero-energy buildings surging past $800 million in 2018 and more than $2.5 billion by 2022. • n-tech expects BIPV glass will unlock residential building demand in a more medium-term timeframe, approaching $200 million by 2018 and surpassing $1.3 billion by 2022 n-tech Research PO Box 3840 Glen Allen, VA 23058 Email: info@ntechresearch.com Web: www.ntechresearch.com n-tech Research PO Box 3840 Glen Allen, VA 23058 Phone: 804-938-0030 Email: info@ntechresearch.com Web: www.ntechresearch.com $0 $1,000 $2,000 $3,000 $4,000 $5,000 $6,000 2015 2016 2017 2018 2019 2020 2021 Eight-year Forecast of BIPV Glass by Type of Material ($ Millions) Crystalline silicon Amorphous silicon CdTe CIGS Organic PV Dye sensitized cells
  8. 8. n-tech Research PO Box 3840 Glen Allen, VA 23058 Email: info@ntechresearch.com Web: www.ntechresearch.com Opportunities & Challenges n-tech Research PO Box 3840 Glen Allen, VA 23058 Phone: 804-938-0030 Email: info@ntechresearch.com Web: www.ntechresearch.com BIPV Glass Applications and Opportunities Application Architectural benefits Drawbacks Opportunities Skylights Stimulate architectural design of light and shadow Generate greater heat within buildings in summer as compared to other PV surfaces such as facades At present, skylights constitute the biggest market for BIPV glass. Ongoing projects indicate that they still contribute a significant portion of the revenue Facades BIPV glass in different colors allows the architect to come up with innovative glass facades for buildings. Vertical orientation and hence lower incident of solar radiation compared to skylights Possibly the biggest market for BIPV glass in the future Atrium and canopies Ideal for applications where the building's rooftop area is limited or shading obstructions limit solar radiation Not preferred in bigger commercial and prestige buildings as of now A smaller market and should remain so in the near future
  9. 9. n-tech Research PO Box 3840 Glen Allen, VA 23058 Email: info@ntechresearch.com Web: www.ntechresearch.com BIPV Market Scenarios n-tech Research PO Box 3840 Glen Allen, VA 23058 Phone: 804-938-0030 Email: info@ntechresearch.com Web: www.ntechresearch.com BIPV Market Scenarios Success Struggle Penetrate residential and commercial buildings Limited to prestige buildings Efficiency and reliability improves Reliability issues persist Cost reduction strategies successful Products still expensive OPV, DSC, thin-film CIGS increase share c-Si technologies dominate Multifunctional products arrive and resonate with designers, installers, and building owners Evolved products late to market, lack of buy-in across the value chain Flexible and rigid products resonate and dominate Markets can't appreciate value-added features; BAPV and expensive customization lingers
  10. 10. n-tech Research PO Box 3840 Glen Allen, VA 23058 Email: info@ntechresearch.com Web: www.ntechresearch.com Key Companies in BIPV Glass n-tech Research PO Box 3840 Glen Allen, VA 23058 Phone: 804-938-0030 Email: info@ntechresearch.com Web: www.ntechresearch.com Companies Key to BIPV Glass Success Company Role Success AGC, NSG/ Pilkington, BGT Partnering for BIPV panels using OPV (Heliatek, Belectric) and DSC (Dyesol) Represent how key are major glass companies for BIPV to establish solid supply chains Onyx Solar BIPV glass, including façades, skylights, and low-E PV windows; recent innovation in hexagonal PV glazing Works with c-Si, a-Si, and CIS/CIGS; distributors across Europe, the U.S., and newer projects in Asia and Latin America Heliatek OPV for building façades: glass, concrete, PVC shell Took over as OPV's champion after Konarka exit; aiming for commercialization probably in a three-year timeframe Dyesol Initially DSC leader; now fully shifting to perovskite technology Targeting utilities and rooftop PV first, then swing to BIPV "in later development stages" Next Energy Startup, using solution-processed polymer OPV; exploring integration into electrochromic windows Claims to have NDAs and "ongoing conversations" with global glass manufacturers; still several years away from pilot-line production Hanergy a-Si for BIPV panels; consolidator of CIGS technologies Hard to say, given lots of uncertainty: order and sales cancellations, and a lengthy regulatory investigation
  11. 11. n-tech Research PO Box 3840 Glen Allen, VA 23058 Email: info@ntechresearch.com Web: www.ntechresearch.com License Options • BASIC (1-2 USERS) $3,495.00 • ADVANCED (UP TO 10 USERS) $4,295.00 • CORPORATE (UNLIMITED) $4,995.00 Other Options • EXECUTIVE VERSION (SINGLE USER) $795.00 • EXECUTIVE VERSION (UNLIMITED) $1,295.00 • ACADEMIC/GOVERNMENT (CONTACT US) - See more at: www.ntechresearch.com Related Reports BIPV Technologies and Markets, 2015-2022 Organic Photovoltaics Markets 2016-2024 - See more at: www.ntechresearch.com Purchase Options n-tech Research PO Box 3840 Glen Allen, VA 23058 Phone: 804-938-0030 Email: info@ntechresearch.com Web: www.ntechresearch.com

Slides created from the n-tech Research report, BIPV Glass Markets 2015 2022 that the firm issued in Q4 2016. In the report n-tech Research forecasts the BIPV glass market Rto rise to $3.5 billion by 2020 - See more at: http://ntechresearch.com/news

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