The government has formally announced plans to launch the domestic market for perovskite solar cells in fiscal 2025 and expand adoption to 20 gigawatts by 2040. Sekisui Chemical is scheduled to put its film-based solar cells into full-scale operation at the Expo site, and coverage of related stocks is expected to continue.
The government has formally announced a target of launching the domestic market in fiscal 2025 and expanding adoption to 20 GW by 2040, equivalent to the output of 20 nuclear reactors. Against this backdrop, interest in perovskite solar cell stocks is reviving. It has been reported that, in 2025, when the Expo is held, Sekisui Chemical will begin full-scale operation of the film-based perovskite solar cells it developed at the Osaka Expo site, with the technology expected to be promoted internationally as a first for Japan.
This article compiles a list of the leading and lagging perovskite solar cell stocks and introduces initiatives by several companies, including Sekisui Chemical, Panasonic Holdings, FUJIPREAM Corporation, KANEKA CORPORATION, SHARP CORPORATION and Nissan Chemical Corporation. The companies are pursuing collaboration and investment in areas including mass production, large-area coating, new materials development, encapsulation technology and the supply of raw materials such as iodine, and the status of their technology validation and demonstration projects is also covered.
This material primarily consists of a list of companies and developments and does not suggest a long-term investment decision. The circumstances of companies identified as lagging names may also change depending on progress in their respective technology development and demonstration projects.