CIGS Photovoltaics Markets - 2012 Market Research Report

Executive Summary

E.1 Opportunities for CIGS Panel Makers
E.1.1 Conventional Panel Opportunities
E.1.2 BIPV Opportunities for CIGS
E.1.3 Mobile and Portable Opportunities for CIGS

E.2 Opportunities for Firms Supplying Materials to the CIGS industry
E.3 CIGS Manufacturing Processes: Targeting Throughput and Cost
E.4 Firms to Watch
E.5 Summary of Eight-Year Forecasts of CIGS PV

Chapter One: Introduction

1.1 Background to this Report
1.1.1 CIGS in a World of Reduced Subsidies and Economic Uncertainty
1.1.2 What Does Low Cost Natural Gas Mean for CIGS Markets?
1.1.3 Is CIGS Ready for High-Volume Manufacturing?
1.1.4 Will Flexible CIGS Be an Advantage vs. Other PV Technologies?
1.1.5 CIGS and BIPV: A Match Made for Rooftops?
1.1.6 CIGS' Achilles Heel: Lifetimes and Encapsulation

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 PV

2.1 Solyndra: Poor Execution or Uncompetitive Technology?
2.2 What will Price Parity with Crystalline Silicon PV do to CIGS?
2.3 Will CIGS be Able to Surpass CdTe in Cost/Watt?
2.4 CIGS Materials: The Indium Issue

2.5 CIGS Manufacturing Processes: Targeting Throughput and Cost
2.5.1 Conventional Vacuum Deposition
2.5.2 Printing: What's the Holdup?
2.5.3 Electrodeposition: A Middle-of-the-Road Alternative
2.5.4 Roll-to-Roll: Is it Really an Advantage?

2.6 Other Components of CIGS PV
2.6.1 Electrodes: Changing Materials
2.6.2 Transparent Electrode Materials
2.6.3 Other Electrode and Reflector Materials
2.6.4 CIGS' Special Encapsulation Needs

2.7 The Future: New Architectures and Next Generation CIGS PV

2.8 Key Suppliers of Materials Unique to CIGS PV
2.8.1 Sputtering Materials
2.8.2 Indium Corporation
2.8.3 Umicore
2.8.4 American Elements
2.8.5 Nanoco

2.9 Key Points Made in this Chapter

Chapter Three: CIGS Market Opportunities

3.1 How do Changes in Subsidies Change the CIGS Landscape?
3.2 How Does Plentiful Natural Gas Change the CIGS Landscape?

3.3 High Performance. The CIGS Advantage in PV Applications
3.3.1 Conventional Module Market Opportunities
3.3.2 Rigid BIPV Market Opportunities
3.3.3 CIGS BIPV Semi-Transparent Glass

3.4 Flexible CIGS: The Key to a High-Growth Market?
3.4.1 Flexible BIPV Opportunities
3.4.2 Other Flexible Application Opportunities
3.4.3 Is Durability Still an Issue?

3.5 The Crowded CIGS Market and Longer-Term Trends
3.5.1 Industry shakeout soon?
3.5.2 CIGS Prospects in China

3.6 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

Abbreviations and Acronyms Used In this Report
About the Author

List of Exhibits

Exhibit E-1: Summary of CIGS PV Forecasts ($ Millions)
Exhibit 2-1: Printed CIGS Firms
Exhibit 2-2: Electrodeposited CIGS Firms
Exhibit 3-1: CIGS PV Competitors in 2011
Exhibit 3-2: CIGS PV Manufacturers by Geography: 2011 vs. 2009
Exhibit 4-1: Conventional CIGS PV Panels ($ Millions)
Exhibit 4-2: CIGS BIPV Products by BIPV Type ($ Millions)
Exhibit 4-3: Forecasts of CIGS "Other" Products
Exhibit 4-4: CIGS PV Revenues by Type of Manufacturing ($ Millions)
Exhibit 4-5: CIGS PV Revenues by CIGS Deposition Process ($ Millions)
Exhibit 4-6: Summary of CIGS PV Forecasts ($ Millions)