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A quarterly analysis of publicly available module datasheets from leading manufacturers and a subset of specialist manufacturers focussed on emerging technologies

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The report covers:

  • Module efficiency (including maximum and “production-weighted mean” based on forecast manufacturer production volumes) for key technologies
  • Temperature coefficient for key technologies
  • Efficiency forecasts by technology, including comparison to manufacturer and industry association roadmaps
  • Content analysis:
    • Wafer sizes and the transition to larger wafers
    • Module architecture
    • Glass thickness
    • And more…
  • Shipping density (kW/container)

Quarterly module tracker

Exawatt’s quarterly module tracker allows upstream manufacturers to benchmark their products against both the current market and our forecasts for the next five years. It also informs module buyers on the likely efficiencies, form factors and architectures that will be available to them, helping them to make informed decisions for both current and future projects

In 2023, Exawatt was acquired by CRU, a business intelligence company that helps users gain a unique perspective of different commodity markets and supports material input for our existing module tracking.

Meet the PV team

Alex Barrows

Head of PV

Alex Barrows

Alex heads up Exawatt’s solar PV research, with a particular focus on forecasting the efficiency and cost evolution of solar technologies in order to understand when and how new technologies will influence the PV market. He obtained his PhD in the physics of perovskite-based solar cells from the University of Sheffield.

Molly Morgan

Senior Research Analyst (PV)

Molly Morgan

Molly supports the PV team by tracking and forecasting evolutions in solar module efficiency and architecture, as well as providing analysis of capacity, production, and financial data for PV manufacturers. She has an undergraduate degree in Physics and a postgraduate degree in Solar Cell Technology, both from the University of Sheffield.

“During my stint as Head of Technology Trends at the Advanced Propulsion Centre (APC) we were desperately looking for proper bottom-up cost analysis for batteries. Exawatt was one of very few who could. Applying the approach and techniques perfected in PV and semiconductors to batteries provided great results fast. I have found Exawatt’s ability to address complex problems and willingness to challenge conventional thinking a great asset that I hope to use again in future.”

Dave OudeNijeweme
Senior Director for Battery Materials, Worley

“When developing solid-state pouch cells for EVs, design to cost is critical for Ilika. Our engineering team needed to select electrolytes, dopants and additives that would be affordable and available when deployed at giga scale. Running a program with Exawatt allowed us to make better material selections and gave us insights into the rates of learning necessary on all items in our bill of materials.”

John Tinson
VP Sales and Marketing, Ilika

“Exawatt has an outstanding and friendly team. During our collaborations, Exawatt has displayed deep technical insights into battery supply chain analysis, demand forecasting and cost modelling.”

Dr Robert Pell
Founder and CEO of Minviro

Can Exawatt help you chart a path to decarbonisation through electrification?

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