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Lux Solar Intelligence

Navigate Solar’s Shifting Value Chain to Find Innovation and Profit

Solar power has shown tremendous growth, but the shifting landscape makes it difficult to uncover promising opportunities and hidden risks among emerging technologies and rapidly evolving markets. Companies looking to succeed have a critical need to:

  • Stay on top of changing global innovation
  • Identify and monitor new disruptive technologies
  • Assess a wide variety of companies along the entire value chain
  • Maximize potential returns while minimizing technology risks
  • Understand an uncertain regulatory outlook
  • Evaluate the impact of solar innovation on rival energy solutions, incumbent leaders, and financial markets

Lux Research Difference

Lux Solar Intelligence service is unique because it is:

  • Proprietary — offers exclusive insights from primary interviews and site visits
  • Opinionated — makes decisive calls about companies and technologies
  • Unbiased — obtains objective/independent information and delivers impartial analysis
  • Confidential — allows clients to secure information about innovators without revealing their identities
  • Cost-effective — costs far less than expensive consultants or a resource-intense internal team
 

Deliverables

Lux Solar Intelligence helps companies make sense of the Solar landscape and make wise decisions by providing:

  1. Ongoing technology scouting reports and proprietary data points in the weekly Lux Solar Journal
  2. Technology and Market Overviews, Market Forecasts, Financing Outlook, and Key Technology and Adoption Issues delivered via a series of coordinated reports
  3. On-demand Custom Inquiry with Lux Research Analysts

Lux Solar Journal


Delivered by email each week, the Lux Solar Journal includes:

  • Briefings — Profiles of 3-5 key innovators each week — including start-ups, small-caps, large corporations, and labs — based on site visits and interviews with key executives
  • Tidbits — 3-5 items covering important solar developments and news items
  • Alerts — Notices about upcoming briefings with innovators and conferences
  • Archives — Clients also have access to archives of past briefings and tidbits via the Lux Research client portal, searchable by company, technology, products, process, and application

Solar State of the Market Reports

On a continuous basis, State of the Market reports include:

  • Technology overview — Description and analysis of the key technologies across the value chain
  • Market forecast — Estimate of current and past market size, and projections of future growth
  • Financing — Overview of funding and other key indicators of innovation
  • Key issues — Drill-downs and analysis on 3-5 key issues, with implications and recommendations for each
  • Outlook — Projections about key upcoming milestones, emerging opportunities

Custom Analyst Inquiry

Clients also have the ongoing opportunity to direct questions towards Lux Research Analysts, answered during conference calls or in email. Analyst inquiry can:

  • Provide additional depth on published research
  • Support ongoing efforts in technology scouting, screening, partnership search and market assessment
  • Allow clients to contact Lux Analysts on an ad-hoc basis

Lux Research designates a client services manager for each client available by phone or email, to facilitate analyst inquiry and provide ongoing client support.

Contact Us

For more information on this or our other intelligence services, please provide us with the information below.

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Sample technologies assessed:

  • Multi- and mono-crystalline silicon
  • Upgraded metallurgical grade silicon (UMG-Si)
  • Amorphous and micro-crystalline thin-film silicon
  • CdTe thin-film
  • CIS/CIGS thin-film
  • High concentrating PV (HCPV)
  • Low concentrating PV (LCPV)
  • Dye-sensitized solar cells (DSSC)
  • Organic photovoltaics (OPV)
  • Concentrating solar power (CSP)
  • Tracking systems, inverters, and other enabling technologies
  • Other novel technologies including nano-antennas, organic solar concentrators, and exotic thin-film approaches

Sample applications assessed:

  • Residential applications
  • Commercial applications
  • Utility applications
  • Off-grid and distributed generation
  • Building-integrated photovoltaics (BIPV)
  • Portable power generation
  • Device-integrated solar cells

Sample companies assessed:

  • Start-ups:
    • 6N Silicon
    • G24 Innovations
    • Heliatek
    • NanoGram
    • SolFocus
    • Stion
  • Mid-sized companies/subsidiaries:
    • Ausra
    • Evergreen Solar
    • PrimeStar Solar
    • SunEdison
    • Timminco
    • Uni-Solar
  • Large corporations:
    • Applied Materials
    • Oerlikon Solar
    • First Solar
    • LDK Solar
    • Q-Cells
    • Suntech Power
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