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CIGS Photovoltaics Markets-2014 and Beyond

発行 n-tech Research, a NanoMarkets company 商品コード 227796
出版日 ページ情報 英文 78 Pages
納期: 即日から翌営業日
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CIGS太陽電池市場:2014年以降の展望 CIGS Photovoltaics Markets-2014 and Beyond
出版日: 2014年04月30日 ページ情報: 英文 78 Pages

CIGS PV業界は厳しい局面に立たされています。2010年には1GWを超える発電容量を計画した企業が25社以上ありました。しかし現在までにこの目標を達成しているのはSolar Frontierただ1社だけです。この厳しい状況が続く中で、シリコンベースのPVの低価格化が進み、価格面で大きな圧力に直面しているのに、果たして3GWを超えるような新たなキャパシティが新たに追加されることなどあるのか、という疑問も湧き上がっています。これまでに複数の新興企業が解散、買収などされています。しかしCIGS大手の数社はいくらかの発電容量を追加できるとも予測されています。



第1章 イントロダクション

第2章 CIGS PV:サプライサイド分析

  • 結晶シリコンと勝負する二つの鍵:高い歩留りと低い生産コスト
  • CIGS材料:インジウムの課題 - 価格の安定化はあるか?
  • 製造プロセス
    • 従来型真空蒸着
    • 電着
    • プリンティング:本格化の見通しは?
    • ロールツーロール:メリットの信憑性
  • その他のCIGS固有の材料
    • 電極:材料の変化
    • CIGSの特殊な封止のニーズ
  • CIGS開発の環境の変化
  • 本章の要点

第3章 CIGS市場の機会

  • シリコン主流の市場におけるCIGSのシェア獲得方法
  • フレキシブルCIGS:結晶シリコンが太刀打ちできない高成長市場への鍵
    • フレキシブルBIPVの市場機会
    • その他の用途への市場機会
    • フレキシブルCIGSの長期的信頼性
  • 現在の市場と資金調達環境
    • 小規模新興企業から資金力のある企業への成長
    • 中国・台湾へのシフト
    • リーダー企業と戦略
  • 本章の要点

第4章 CIGS PVおよび材料の8ヵ年予測

  • 予測手法
    • データソース
    • 前回レポートからの変更点
    • 予測範囲
    • 複数のシナリオ
  • CIGS PV予測:製品タイプ別
    • 従来型パネル
    • BIPV
    • その他
  • CIGS PV予測:製造技術別
    • 剛性・フレキシブル別
    • CIGS堆積手法別
  • 予測サマリー
Product Code: Nano-717

The industry shakeout in CIGS PV has been brutal. In 2010 there were more than 25 companies with plans for over 1 GW of capacity, but to date only Solar Frontier has achieved the goal. As the shakeout continued, there were even questions whether any new capacity would be added beyond the approximately 3 GW that was in place as the CIGS sector faced extreme price pressure from falling silicon based PV. Nonetheless, NanoMarkets believes that while multiple start-ups have either been liquidated or acquired, the remaining few large CIGS players are poised to add significant capacity.

This report will analyze the opportunities that are emerging for CIGS in this very new phase of the solar industry. The report takes a detailed look into the technical evolution of CIGs fabrication and encapsulation and show how this will impact CIGS market expansion and cost reduction. Much of the report is devoted to the opportunities for CIGS in building-integrated PV (BIPV market) and how CIGS flexible modules and price parity with silicon solar panels could considerably improve the revenues generated by CIGS technology in the near future.

This report also includes NanoMarkets' eight-year forecasts of the market for CIGS PV. These forecasts are broken down by type of application-BIPV, flexible devices, etc.-and by the manufacturing technology used, including deposition technology and flexible vs. rigid manufacturing. This report is essential reading for firms that manufacture or develop CIGS PV and for everyone interested in future of the PV industry.

NanoMarkets has been following the CIGS space since its earliest days and this report provides the latest and most up to date information on the current state of the CIGS and guidance with regard to its future development and growth.

Table of Contents

Executive Summary

  • E.1 CIGS: Finally Poised to be a Major Force in PV?
  • E.2 Opportunities for CIGS Firms:
    • E2.1 CIGS in the Conventional Panel Market
    • E2.2 BIPV Opportunities for CIGS
    • E2.3 CIGS Opportunities in Portable Electronics
  • E.3 The Business Case for CIGS in a Technology Agnostic PV Environment
  • E.4 Will There Ever Be High-Volume Printed CIGS?
  • E.5 CIGS Supply Structure
    • E5.1 The Death March for Startups Continues. Who's Left?
    • E5.2 The Transition from Startups to Asian Multinationals
  • E.6 Summary of Eight-Year Forecasts for CIGS PV

Chapter 1: Introduction

  • 1.1 Background to this Report
    • 1.1.1 Industry Consolidation and Shake Out. Are we Done Yet?
    • 1.1.2 Enter Fresh Capital. TSMC and Hanergy
    • 1.1.3 Higher Efficiency and Flexible Modules. The Path to Market Share for CIGS?
    • 1.1.4 BIPV: A Match Made for Rooftops?
    • 1.1.5 Reliability and Encapsulation. CIGS' Achilles Heel?
  • 1.2 Objectives and Scope of this Report
  • 1.3 Methodology of this Report
  • 1.4 Plan of this Report

Chapter Two: The Supply side of CIGS

  • 2.1 Two Keys to Compete with Crystalline silicon: Higher Yield and Lower Production Costs
  • 2.2 CIGS Materials: The Indium issue. Will There Ever be Price Stability?
  • 2.3 Manufacturing Processes
    • 2.3.1 Conventional Vacuum Deposition
    • 2.3.2 Electrodeposition
    • 2.3.3 Printing. Will it Always be the "Next Big Thing?"
    • 2.3.4 Roll to Roll: Is it Really an Advantage?
  • 2.4 Other CIGS Specific Materials
    • 2.4.1 Electrodes: Changing Materials
    • 2.4.2 The Special Encapsulation Needs for CIGS
  • 2.5 The Changing Capital Landscape for CIGS Development
  • 2.6 Key Points Made in this Chapter

Chapter Three: CIGS Market Opportunities

  • 3.1 How Does CIGS Gain Market Share in a PV Technology Agnostic World Dominated by Silicon?
  • 3.2 Flexible CIGS: A High Growth Market where Crystalline Silicon cannot Compete
    • 3.2.1 Flexible BIPV Opportunities
    • 3.2.2 Other Flexible Application Opportunities
    • 3.2.3 Long Term Reliability of Flexible CIGS
  • 3.3 Current Market and Capital Funding Situation
    • 3.3.1 The Shift from Small Startup Companies to Deep Pocketed Corporations
    • 3.3.2 The Shift to China and Taiwan
    • 3.3.3 Leaders and Strategies
  • 3.4 Key Points Made in this Chapter

Chapter Four: Eight-Year Forecasts for CIGS PV and its Materials

  • 4.1 Forecasting Methodology
    • 4.1.1 Data Sources
    • 4.1.2 Changes from Previous Reports
    • 4.1.3 Scope of Forecast
    • 4.1.4 Alternative Scenarios
  • 4.2 Forecasts of CIGS PV by Product Type
    • 4.2.1 Conventional Panels
    • 4.2.2 BIPV
    • 4.2.3 Other Products
  • 4.3 Forecasts of CIGS PV by Manufacturing Technology
    • 4.3.1 Forecasts by Rigid vs. Flexible Manufacturing
    • 4.3.2 Forecasts by CIGS Deposition Method
  • 4.4 Summary of Forecasts
  • Acronyms and Abbreviations Used in this Report
  • About the Author
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