Smart Windows Webinar Slides

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www.ecisolutions.com

WORLDWIDE SMART WINDOWS MARKETS: 2013-2020

A NanoMarkets-FlexTech Alliance Webinar Wednesday June 26, 2013

2013 NanoMarkets, LC www.nanomarkets.net


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2ABOUT NANOMARKETS LC

NanoMarkets provides industry analysis of advanced materials markets inthe energy and electronics sectors. We have been covering theseactivities for a decade

Our work includes market, company and technology analysis, marketforecasting and due diligence. NanoMarkets provides forecasts of allmajor thin-film/printed markets

Offerings include reports, custom consulting, seminars/webinars and in-house training. NanoMarkets is based in U.S., with extensivecontacts all over the world

NanoMarkets has issued many reports on the business opportunities for smart glass technologies . This Webinar is based on WorldwideSmart Windows Markets: 2013-2020 published by NanoMarkets


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WORLDWIDE SMART WINDOWS MARKETS 2013-2020

Published in June of 2013

150 pagesDetailed industry forecasts80 tablesGlobal perspective

Link to the report :

www.nanomarkets.net 2013 NanoMarkets, LC

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http://nanomarkets.net/market_reports/report/worldwide_smart_windows_markets_2013_2020http://nanomarkets.net/market_reports/report/worldwide_smart_windows_markets_2013_2020


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WHAT ARE SMART WINDOWS?

Self-dimming windows

Self-cleaning windows Self-repairing windows

BIPV glass OLED glass Transparent displays Low-e glass


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WORLDWIDE SMART WINDOWS MARKETS ($ Million)

2013 2016 2020

RESIDENTIAL 458 605 896

COMMERCIAL 319 421 646

TRANSPORT 1,555 2,565 3,726

TOTAL 2,332 3,591 5,268


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SIX FACTORS SHAPING SMART WINDOWS MARKET

Rising real energy prices Adding value to commodity glass Real estate and automotive market recovery? Specifier skepticism Regulatory factors Comfort factors


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No technology breakthroughs in past year


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SPECIAL FACTORS IN TRANSPORTATION

Lowering cost of A/C

Privacy based on the tint level of the film

The "cool" factor when they buy a new car

Aerospace as trend leader


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SPECIFIER SKEPTICISM PERCEPTION PROBLEM TOOVERCOME

Cost too high? Consider price delta

Performance not good enough?

Opportunities for pioneering architects andconstruction firms

Smart windows firms need to spread influencein the specifier community


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REGULATORY FACTORS

LEED and zero energy in building codes

Consumer labeling

Financial incentives including tax incentives


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COMFORT FACTORS

Advantages of natural light

Right amount of light for all seasons

Privacy

More glass means smart glass


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STATE OF THE SW MARKET BY REGION

Plusses Minuses SmartWindowsMarket in 2016

US Housing market growing again May just be a bubble $1.1 billion

Europe Focus on sustainable construction

Good real estate prospects in Germany

Bad economy in manycountries

$0.9 billion

China Specifiers are often Western or Japanese

Emerging domestic SW firms

Unoccupied buildings $0.6 billion

Japan Consumers fond of new technology

Undervalued real estate market?

Deflating economy


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PASSIVE SMART WINDOWS TECHNOLOGIES

Pros Cons Opportunities

Window films Cost effectiveresponse to energyprice rises

Passive tunability

Acceptance issues Mature product

PassiveThermochromic

PerformanceLimited suppliers

Improvedresponse times

PassivePhotochromic

Mature technology Limited suppliers Broader rangeof dimability


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ACTIVE SMART WINDOWS TECHNOLOGIES

Pros Cons Opportunities

PDLC Privacy glassmarket issubstantial

Opaque in off stateMostly smallsuppliers

Improvedmanufacturing costs

SPD Clear to tinted;broad spectrumof applications

Growing in theauto sector

Bad at blocking IROne major supplier

Cost reductions

Electrochromic Electrochromicglass widelyused inautomotive

Electrochromic filmseems likely to beconfined to niches

More cost effectivesolutions

Broad tunability


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BENCHMARKING OF ACTIVE SMART WINDOWSTECHNOLOGIES

PDLC Active On-DemandSmart Windows

SPD Active On-Demand Smart Windows Electrochromic Active On-Demand Smart Windows

Key advantages PDLC chemistry is relativelyeasy to produce in a filmform

Can achieve a highly dark state thatblocks 99.5 percent of the enteringlight, SPD technology does not create ahazy appearance, and the degree ofclarity/opacity can be controlled bychanging the applied voltage

Faster switching timecompared to any other technology

Key disadvantages It does not completely block

the light in the "off" state,and in the "on" state, it has ahazy appearance

Not as effective as electrochromic smart

windows in blocking IR radiation

Cost of manufacturing

electrochromic glass ishigh and is limited toapplications that have flatsurfaces

Cost Moderate Highest High

Likely marketevolution

PDLC will continue to be aniche product for providingprivacy in commercialbuildings

SPD will continue to grow and will havebroad adoption in residential andcommercial buildings, as well astransportation.

Reduction ofmanufacturing costs andthe development ofalternative low costproducts


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ACTIVE RESIDENTIAL SMART WINDOWS MARKETS($ Million)

2013 2016 2020PDLC 42 70 132

SPD 198 239 271

Electrochromic glass 14 36 123

Electrochromic film 6 13 40

Total 259 357 566


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FACTORS FOR SUCCESS IN THE SMART WINDOWSBUSINESS

Technology improvements

Global manufacturing and distribution

Advanced manufacturing technologies for economies of scale

Using established marketing, sales, and servicenetworks

Branding


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SUMMING UP

Smart windows are driven by rising real energy costs

Shift from passive to active

Limited opportunities for technology breakthroughsand some niche technologies

Strongly dependent on economy

$2.3 billion market in 2013


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LAWRENCE GASMAN

Mr. Gasman's is the principal analyst and co-founder of

NanoMarkets. He is the author of recent studies related to smartglass and windows technologies and market and his consultingclients have included multinationals, start-ups and investors andhe has advised them on new product introduction, marketpositioning and strategy, and sales potential. He has alsoprovided due diligence on mergers and acquisitions for hisfinancial clients and serves on the technology advisory board of a

major specialty chemicals firm.

Mr. Gasman has also spoken and written widely on the subject of new materials markets. His recent appearances have includedtalks at Semicon West, 2011Flex, SVC TechCon, and LED/OLEDLighting Japan. Mr. Gasman's latest book is on thecommercialization of nanotechnology for Artech House.

Mr. Gasman was educated at Manchester University, The LondonSchool of Economics and London Business School.


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3CONTACT US


twitter.com/nanomarkets

linkedin.com/in/nanomarkets

nanomarkets.net/rssfeeds

Address:NanoMarkets, LCPO Box 3840Glen Allen, VA 23058

Telephone / Fax804-270-1718804-360-7259

Email / [email protected]

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THANK YOUFOR YOUR TIME!


Documents

Smart Windows Webinar Slides