market reports

Electrochromic Glass and Film Markets 2016-2023

Electrochromic (EC) glass has built up an established niche market for automotive mirrors, but n-tech Research's latest analysis underscores the attractive revenue opportunities for EC glass in smart windows in both architecture and transportation.

Customers are becoming more receptive to messaging beyond energy efficiency, into more holistic cost comparisons tied to alternative glass systems with investments in shading, lighting, and heating and cooling. More customers also are "getting it" about connecting the dots from daylighting and interior building comfort to occupant productivity. Supporting these observations, project pipelines at Sage and View have doubled in the past year, which also provides more reference points and de-risking for future customers of EC glass.

Meanwhile, EC technology and production continues to incrementally improve as companies learn more about how to better work with and scale up familiar processes and technologies. One area of emphasis has been in system controls for the glass itself, which invokes favorable ties to the Internet-of-Things (IoT) meme, which we see as a needed future direction for smart materials in general.

n-tech has covered smart glass across various sectors for more than seven years, through which we have acquired a deep understanding of the dynamics of the various markets and technologies, including how the EC glass sector operates. We believe this report will be valuable for business strategists, market planners, and product management in the glass and specialty chemical industries, as well as at smart glass start-ups.

Applications and Markets

This report identifying and quantifying existing and evolving opportunities over the coming eight-year period in the following sectors:
-  Residential windows
-  Commercial windows
-  Automotive windows
-  Automotive mirrors
-  Aerospace

Eight-Year Forecasts for EC Glass and Film

This includes granular eight-year forecasts in both volume and value terms, with breakouts by:
-  End applications
-  Technology platforms, glass and film-based

We also discuss changing manufacturing patterns within the EC glass business, and why we continue to anticipate changes at the manufacturing level that eventually should prove critical to the commercial future of EC glass.

Profiles of Key Players

This report also evaluates the strategies of leading firms marketing EC glass and film, and shows how novel EC materials play into the total smart windows value chain. Companies discussed in this report include: 
-  Asahi Glass
-  Boeing
-  Chromogenics
-  Continental Automotive Systems
-  Corning
-  E-Chromic Technologies
-  EControl-Glas
-  Fuyao
-  Gentex
-  Gesimat
-  Guardian
-  HelioTrope Technologies
-  Magna International
-  Merck
-  Next Energy
-  NexTint
-  NSG/Pilkington
-  PPG
-  Sage Electrochromics
-  Saint-Gobain
-  SunPartner
-  Switch Materials
-  Tesla
-  View

Executive Summary
E.1 Electrochromic Glass: Changes in End Markets
E.1.1 Automotive Mirrors: Preserving the Legacy
E.1.2 Smart Windows: What’s Resonating with Customers
E.1.3 Bigger Project Pipelines: Two Reasons Why This Matters
E.2 Self-Dimming Options: Why EC is Still Winning
E.2.1 Searching for the Perfect Window
E.2.2 EC Technology Update: Still Sticking with What Works
E.3 Companies to Watch in Electrochromic Glass and Film
E.3.1 Sage Electrochromics (U.S.)
E.3.2 View (U.S.)
E.3.3 Gentex (U.S.)
E.3.4 E-Chromic Technologies (U.S.)
E.3.5 NexTint (U.S.)
E.3.6 Glass Companies: More than Just Partners?
E.3.7 Specialty Chemicals Companies: Still Early to Call
E.4 Summary of Forecasts for EC Glass

Chapter One: Introduction
1.1 Background to This Report
1.1.1 Electrochromic: Picking up Steam
1.1.2 Getting the Message Across: What's Resonating with Customers
1.1.3 Market Watch: Buildings, Cars, and Beyond
1.1.4 Technology Update: Slow and Steady
1.1.5 Reality Check: EC's Challenges
1.2 Objective and Scope of This Report
1.3 Methodology of this Report
1.4 Forecasting Methodology
1.4 Plan of this Report

Chapter Two: Update and Review of Electrochromic Glass Technology
2.1 A Generic Materials Platform
2.2 Electrochromic Glass and Film
2.2.1 A Note on Switching Speeds
2.3 Manufacturing Developments: Still Waiting in the Wings
2.4 Electrochromic Materials for Smart Windows
2.4.1 Transition Metal Oxides (TMOs)
2.4.2 Polymers
2.4.3 Reflective Hydride
2.4.4 Nanocrystals
2.4.5 Violegens
2.4.5 Transparent Conductors
2.4.5 Hybrid Photochromic/Electrochromic Smart Windows
2.5 Latest Research into EC Glass and Films
2.5.1 Tapping Triboelectrics
2.5.2 Prussian Blue for "Zero-Sum-Consumption" Windows
2.5.3 Cross-Linkable Fluorene-diphenylamine Derivatives
2.6 Key Points Made in this Chapter

Chapter Three: Status of Electrochromic Glass Markets
3.1 EC Commercialization: Who Needs What
3.2 EC Windows in Buildings and Construction
3.2.1 Energy Efficiency Emphasis: Where Does It Still Make Sense?
3.2.2 Raising the Bar: A Holistic Energy Argument
3.2.3: Connecting the Dots: Comfort, Style, and Productivity
3.2.4 Project Pipelines: Where Resonance Meets Results
3.2.6 Hurdles to EC Glass Windows in Buildings
3.2.7 Analyzing the Smart Windows Supply Chain in Buildings
3.3 Eight-Year Forecasts of Electrochromic Materials in Smart Windows
3.3.1 Overall Addressable Market
3.3.2 Overall Addressable Market for Building Glass
3.3.3 Eight-Year Market Forecast of EC Smart Windows for Residential Buildings
3.3.4 Eight-Year Market Forecast of EC Smart Windows for Commercial Buildings
3.3.5 Eight-Year Forecast of EC Glass Windows by Major Geographical Regions
3.4 EC Glass and Automotive Markets
3.4.1 Factors in Promoting Smart Glass in Automotive
3.4.2 Self-Dimming Windows: Can This Become More than a Niche?
3.4.3 Self-Dimming EC Mirrors:  Where's the Real Opportunity?
3.4.4 Other examples of EC in Automotive
3.5 Eight-Year Market Forecast of EC Glass Smart Windows and Smart Mirrors for Automotive and Public Transportation
3.5.1 Regulatory Uncertainty
3.5.2 Total Addressable Markets for Automotive Smart Windows
3.5.3 Eight-Year Active Smart Windows Forecast: By Vehicle Type and Share of EC Glass
3.5.4 Eight-Year Forecast of Smart Auto Windows Market by Major Geographical Regions
3.5.5 Eight-Year Forecast of EC Glass Auto Glass Mirrors
3.6 Smart Windows in Aerospace: Extending the Automotive Model
3.6.2 Forecasts for EC Windows in the Aerospace Market
3.7 Electrochromic Glass in Consumer Electronics
3.7.1 Camera Lenses for Mobile Devices
3.7.2 Electrochromic Displays: Not Much Left to Say
3.7.3 Eight-Year Forecast by Substrate Technology
3.8 Key Points Made in this Chapter

Chapter Four: Update on EC Glass & Film Suppliers
4.1 Structure of the EC Glass Products Industry
4.1.1 Role of Basic EC Materials and Major Glass Firms
4.2 Sage Electrochromics (U.S.)
4.2.1 Products
4.2.2 Technology and Manufacturing
4.2.3 Customers and Project Pipeline
4.2.4 Investors, and Saint Gobain
4.2.5 Partnerships
4.3 View (U.S.)
4.3.1 Funding Update
4.3.3 Technology and Manufacturing
4.3.4 Projects
4.4 Gentex (US)
4.4.1 Products and Technology
4.4.2 Markets
4.5 ChromoGenics (Sweden)
4.5.1 Technology and Manufacturing
4.5.2 Products and Market Plans
4.6 EControl-Glas (Germany)
4.6.1 Market Update
4.7 Gesimat (Germany)
4.7.1 Manufacturing Capabilities and Products
4.8 Merck (Germany)
4.9 E-Chromic Technologies (U.S.)
4.9.1 Technology Development and Product
4.9.2 End Markets: Buildings, Cars, and Homes
4.9.3 Funding
4.10 NexTint (U.S.)
4.10.1 Technology
4.10.2 Funding and Leadership
Acronyms and Abbreviations Used In this Report
About the Authors

Electrochromic Glass and FilmMarkets 2016-2023

Electrochromic Glass Becoming A $3 Billion Market by 2020, says n-tech Research

Glen Allen, VA: A new report from industry analyst firm n-tech Research indicates the market for electrochromic (EC) glass and film systems will approach $3.0 billion in revenue by 2020, and keep growing to nearly $4.2 billion by 2023. Much of the revenue generation will come from the mature sector of self-dimming auto mirrors, but the real growth opportunities will be in smart windows for buildings and vehicles, as well as potentially new applications such as lenses for mobile devices. Details of the new report, “Electrochromic Glass and Film Markets 2016-2023” are available at:  http://ntechresearch.com/market_reports/electrochromic-glass-and-film-markets-2016-2023
 
About the Report:
 
This report updates n-tech's evaluation of the electrochromic glass market, identifying and quantifying opportunities that have emerged and which we see emerging over the coming eight-year period. This includes granular eight-year forecasts in both volume and value terms.
 
The scope of our analysis, and to some extent the forecasts, also includes the electrode materials used for EC windows. We also cover substrate materials for smart windows, both plastic and glass. We also discuss changing manufacturing patterns within the EC glass business, and why we continue to anticipate changes at the manufacturing level that eventually should prove critical to the commercial future of EC glass.
 
We also analyze examine the strategies of leading firms marketing EC glass and film, and show how novel EC materials play into the total smart windows value chain. Companies discussed in this report include:  Asahi Glass, Boeing, Chromogenics, Continental Automotive Systems, Corning, E-Chromic Technologies, EControl-Glas, Fuyao, Gentex, Gesimat, Guardian, HelioTrope Technologies, Magna International, Merck, Next Energy, NexTint, NSG/Pilkington, PPG, Sage Electrochromics, Saint-Gobain, SunPartner, Switch Materials, Tesla, and View.
 
Highlights from the Report:
 
• n-tech continues to see the brightest future for EC technology in smart windows. This sector is still relatively tiny today, but we see it growing substantially over the next several years. We see smart windows in buildings surging from barely $40 million today to nearly $500 million by 2019. Automotive smart windows will come along more slowly but we see this sector approaching $500 million as well, by the end of our eight-year forecast period. More novel applications are still being evaluated, such as for camera assemblies in mobile devices, where potential addressable markets could be massive with billions of annual shipments.
 
• Customers evaluating smart windows have become more receptive over the past year or two to understanding a broader cost-comparison of not just glass but at avoided up-front costs, such as shading systems, interior lighting, and downsized HVAC investments. Compared on that level, EC firms say they are now matching or even winning the business case.
 
• Another message that is resonating with EC glass customers, especially for owner-occupied buildings, is connecting the dots between daylighting, more comfortable interior working spaces, and occupant productivity. Overstock.com, which will have 40,000 ft2 of EC glass in its new headquarters in Salt Lake City, calculates every 1 percent more productivity for its $100 million payroll is worth $1 million.
 
• ROI of the glass itself is still something of a touchy subject; costs are still far higher for EC (we're hearing 2x vs. low-end static glass). Nevertheless, there are incremental improvements here as companies get more comfortable with and keep scaling up their production efforts. At the same time, we still think newer manufacturing and technology approaches will be needed for major cost improvements; these would include wet processing and printing, and more use of EC on plastic films.
 
• Projects in the pipeline are growing not just in number (Sage and View have doubled their pipelines in the past year), but in size and scope as well. Many are now in the tens of thousands of ft2, instead of measured mostly in hundreds or a thousand ft2. This not only speaks to market success, but it helps de-risk the technology and provide reference points for many new customers evaluating dynamic glass.
 
• On the technology front, we're not seeing or hearing of any real game-changing updates to change our previous thinking about where they all stand relative to each other seeking market inroads. We continue to hear strong support for existing processes (sputtering and deposition) and commitment to achieving incremental improvements in productivity and cost. Nevertheless, we continue to believe that major improvements in both areas eventually will usher in newer and simpler lower-cost options: plastic or film substrates, and wet coating and even printing technologies.
 
About n-tech Research:
 
n-tech Research is the leading provider of market research and industry analysis for the advanced materials sector, with a special focus on the latest functional and smart materials. Visit http://www.ntechresearch.com for a full listing of the firm’s services.
 
Contact:
 
Robert Nolan
n-tech Research
(804) 938-0030

posted Dec 08, 2015

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