Research Schedule

Solar Components 2012: State of the Market Reports

Title	Date	Description
Searching for Game Changers in Photovoltaic Materials Innovations: Next-Generation Technologies that Drive Down $/W	Q1 2012	With the current PV market conditions it may seem counter-intuitive to invest in PV innovation. But since not much more can be squeezed from the cost structure of incumbent PV manufacturing techniques, innovations in materials and cell designs are needed to retrieve profit margins. Disruptive PV technologies that are easy to scale, result in module efficiency gains, and reduce capital and materials costs will be the likely game changers.
Market Size Update 2012: The Push to a Post-Subsidy Solar Industry	Q1 2012	Massive, misguided expenditures on capacity expansions and fruitful installation incentives led to explosive growth in the solar industry in recent years. However, intense reductions of those incentives in key markets and egregious oversupply have revealed a volatile demand market, forcing most suppliers to re-think their business models and adjust priorities. As speculation and uncertainty reached a peak in late 2011, with the 1603 Cash Grant set to expire in the U.S. and higher-than-expected cuts to incentives across the board set for Europe, installations globally surged to a surprising 26.5 GW for the calendar year. But the fears of the solar industry are set to become an immediate reality, as demand stalls, growing to only 26.9 GW in 2012, before rising to 38.3 GW in 2017. Still, sustainable success is not a mythical concept – provided that stakeholders awaken to the need for dynamic, regionally-focused business models and sound technology investments, and reject the commodity façade the industry has worn to date.
Key Issues and Innovations in Photovoltaic Metallization	Q2 2012	As pricing pressures tighten margins and strengthen demand for high efficiency modules, commercial manufacturers are pushing the technical and economic limits of today’s non-active materials set. This report will provide information on innovative inks, pastes, adhesives and barrier films that are needed for the new cell designs, thinner wafers and flexible substrates. It will determine the structural and electrical benefits these materials provide and dissect the various chemicals and plastics companies actively involved in their development.
Trends in Solar PV Equipment: New Technologies and Geographies	Q3 2012	Even as cell and module production has shifted to Asia, equipment manufacturers in developed countries have continued to grow and thrive, but this may be about to change. Some of the price pressures are being transferred by module makers to equipment manufacturers. This report will examine the possibility of equipment manufacturing in low-cost countries such China, with new technologies such as IBC, HET, MWT, EWT designs, and explain what changes will be needed to current solar lines and vertical integration of equipment manufacturers as the next logical stages in module cost reduction.
Unearthing Drivers for Changes in Active Materials Supply Chain	Q4 2012	While the polysilicon oversupply continues to drive prices south of $40/kg, the rapid growth of technologies like CdTe and CIGS are raising the specter of shortages in other upstream raw materials. This report will examine the various active materials components of the different PV technologies to highlight key suppliers and buyers as well as provide a detailed analysis of material supply and availability relative to demand as the solar market continues to grow. The report will cover polysilicon produced by Siemens, FBR, and UMG; as well as Cadmium, Tellurium, Indium, Gallium and Selenium.

Solar Systems 2012: State of the Market Reports

Title	Date	Description
Market Size Update 2012: The Push to a Post-Subsidy Solar Industry	Q1 2012	Massive, misguided expenditures on capacity expansions and fruitful installation incentives led to explosive growth in the solar industry in recent years. However, intense reductions of those incentives in key markets and egregious oversupply have revealed a volatile demand market, forcing most suppliers to re-think their business models and adjust priorities. As speculation and uncertainty reached a peak in late 2011, with the 1603 Cash Grant set to expire in the U.S. and higher-than-expected cuts to incentives across the board set for Europe, installations globally surged to a surprising 26.5 GW for the calendar year. But the fears of the solar industry are set to become an immediate reality, as demand stalls, growing to only 26.9 GW in 2012, before rising to 38.3 GW in 2017. Still, sustainable success is not a mythical concept – provided that stakeholders awaken to the need for dynamic, regionally-focused business models and sound technology investments, and reject the commodity façade the industry has worn to date.
HCPV	Q2 2012	With HCPV technologies finally starting to break out into significant applications, a more thorough analysis is needed of this unique technology’s value chain, players and market dynamics. This report will provide an in-depth look at these facets of the emerging HCPV players, and call out likely winners and losers.
The Marriage of Solar and Natural Gas	Q3 2012	As the solar industry matures and natural gas prices fall in accordance with enormous supply discoveries, the ability of the two to work together in a “new energy economy” appears more and more likely (and necessary) for solar to survive. With natural gas providing baseload energy and solar providing power at peak hours, we look at the benefits and drawbacks of marrying solar and natural gas with input from utilities and suppliers at both ends, while analyzing how to optimize the levelized cost of electricity to consumers of various market segments.
Emerging Markets/Policy Update	Q4 2012	As suppliers are forced to diversify geographically, spreading risk in light of demand uncertainty, finding “the next Greece” – small markets that can support significant demand for a few years – is more likely than finding “another Germany” – large, obvious, and competitive markets that consume multiple GW of supply each year. This report will update Lux Research's prior analysis on subsidy outlooks in several under-the-radar markets, while introducing numerous new markets to coverage.

Smart Grid and Grid Storage 2012: State of the Market Reports

Title	Date	Description
Grid Storage Under the Microscope: Using Local Knowledge to Forecast Global Demand	Q1 2012	Many emerging grid storage technologies are unproven and pose high capital costs compared to conventional generation, transmission, and distribution grid infrastructure. There are, however, a handful of regions around the globe where grid storage is cost effective for specific applications – but the market is highly fragmented and dependent on several key regional drivers. The lack of clear historical market trends makes it necessary to understand the local factors that are driving massive growth in a relatively small grid storage market. Lux evaluated the cost effectiveness of eight grid storage technologies in six applications throughout 44 countries, including all 50 U.S. states, and found that the global demand for grid storage will reach $113.5 billion by 2017. Lux compared the impact of renewable portfolio standards, the pay-for-performance ruling, and government subsidies on global demand to identify the technologies, applications, and regions with the most promise for grid storage.
Grid Storage System Component Improvements and Cost Reduction Opportunities	Q2 2012	A detailed breakdown of system and project costs for all emerging technologies will be presented in this report. It will also answer the question: what components warrant technological improvements or cost reductions?
Who Wins the “X”?	Q3 2012	This report will answer the question how does storage compare to demand response, nat gas and other technologies as an investment? In addition to identifying the top 4 applications for storage.
Changing Generation / Energy Security	Q4 2012	This report will address the issues: How do emerging technologies impact coal and oil consumption? What is the most effective investment strategy to minimize fossil fuel consumption?
The Hydrogen Economy	Q4 2012	This report will reevaluate the potential for hydrogen generation, storage, transport, distribution and consumption for stationary and transportation energy.

Electric Vehicles 2012: State of the Market Reports

Title	Date	Description
Searching for Innovations to Cut Li-ion Battery Costs	Q1 2012	Early demand for electric vehicles has fallen short of optimistic projections, in large part because of the high costs of lithium-ion (Li-ion) batteries. Corporations throughout the value chain have invested heavily in the space, and now must focus on strategies for cost reduction beyond simply relying on scale. Here, we take a close look at the cost structure of Li-ion batteries, and consider the innovations that could drive disruptive decreases in cost necessary to spur growth of the electric vehicle market. Cathode improvements, along with increases to the state-of-charge (SOC) window and reductions in capacity fade, are the surest route to cost decreases. However, in the most likely scenario, nominal pack cost will fall to $397/kWh in 2020, short of the ambitious goals needed to drive mass adoption.
Automotive Battle Royale	Q2 2012	Increasingly strict fuel economy and CO2 emissions standards put increasing pressure on automakers. There are numerous options for reducing carbon footprint for future vehicles, including electrification, advanced internal combustion engines, fuel cells, alternative fuels, and lightweighting. Each of these solutions has its own characteristic mix of cost, fuel economy savings, and cost per CO2 reduced. This report will examine, compare, and contrast these technologies.
Beyond the Battery	Q3 2012	The electrification of vehicles impacts not only the nature of propulsion and fueling, but also the driving experience, affecting how the vehicle communicates with the driver and its environment, including other vehicles, and the infrastructure supporting the vehicle. This report will look at opportunities for electronic components as transportation becomes more electrified, including power transmission, battery management, telematics, and sensors.
The Hydrogen Economy	Q4 2012	This report will reevaluate the needs and bottlenecks for a future hydrogen economy, including hydrogen generation, storage, transport, distribution and consumption for stationary and transportation energy.

Alternative Fuels 2012: State of the Market Reports

Title	Date	Description
Mapping Empires, Goldmines, and Landmines in the Alternative Fuels Network	Q1 2012	As alternative fuel technologies march to scale, alliances between leading corporations, financiers, engineers, and feedstock companies are forming sector-specific empires in areas like biojet and cellulosic processing. In the maturing industry, 753 organizations formed 800 unique partnerships in the last decade, tying a whopping 79% of them together in one formidable cluster. Those on the inside are sharpening their swords, with 57% of partnerships since 2010 focused on R&D. But each empire has its own unique rules and risks: In cellulosic ethanol, universities are rare, while dominant downstream companies like Valero, Mitsui, and BP glue innovations together. This report traces the history of the alternative fuel social network across national, industry, and technology lines from 2005 to today, translating the complexity of several hundred connections into coherent and actionable recommendations.
Automotive Battle Royale	Q2 2012	Increasingly strict fuel economy and CO2 emissions standards put pressure on automakers. There are numerous options for reducing carbon footprint for future vehicles, including electrification, advanced internal combustion engines, fuel cells, alternative fuels, and lightweighting. Each of these solutions has its own characteristic mix of cost, fuel economy savings, and cost per CO2 reduced. This report will examine, compare, and contrast these technologies.
Wading Through the On-site Generation Options	Q3 2012	With the trend towards Net- and Nearly-Zero Energy Buildings, on-site generation of electricity is gaining importance and attention. Between CHP, Fuel Cells, waste-to-energy, PV, etc. the menu of options is varied and heavily influenced by the region, scale, and sector. This report will investigate what portfolio of on-site capabilities makes sense in what circumstances, identifying the drivers and key players.
Feedstock Infrastructure and Logistics	Q4 2012	As the bio-based industry grows, and shifts its feedstock focus, how will the value chain hold up, and how will key logistical issues be solved to decrease feedstock cost? Additionally, as world population bursts past 7 billion and onward, issues of food security and land use will become more widespread and have crippling affects on a number of industries. This report will investigate the feedstock issues that arise, and worsen as the bio-based industry matures.

Bio-based Materials and Chemicals 2012: State of the Market Reports

Title	Date	Description
Solving the Bio-Based Chemicals Partnership Puzzle	Q1 2012	In the global bio-based materials and chemicals industry, 665 organizations have formed 762 relationships in the form of equity investment, R&D collaboration, and joint development agreements. But social network analysis shows that partnerships are unevenly spread: one huge cluster overwhelmingly dominates 34 smaller satellites, and “superconnector” firms like Amyris have 15 times more links than the average organization. Startups aren’t the only ones becoming power centers; NREL, Shell, and Novozymes all have 15 or more significant connections. This report examines collaboration among corporations, governments, academics, and startups in the space; their evolution over time; what’s still missing; and where opportunities for innovation remain.
Evolving Pathways Beyond Parity: Contrasting Cost Structures of Producing Renewables	Q2 2012	The value of implementing renewable, sustainable production with respect to feedstocks, other inputs, and production methods comes into sharper view, as industries with decades-strong ties to oil and gas seek refuge from volatility and brand owners reap dividends for “going green.” But what are the cost and risk differentials between conventional, established production methods and the newest bio-enabled and chemical transformation technologies? From carbon dioxide, bio-gas, and cellulosics, the economics and viability of renewable routes to chemicals will be considered, illuminating benefits and uncertainties.
Strategies for Sustained Competitive Advantage: The Demand of Markets and Applications	Q3 2012	With establishment of production under way, key issues shift from viability and implementation of technology to honing applications and connecting with markets. With this update on capacity, this analysis puts into clear, top-down perspective which markets have tapped bio-based materials and chemicals and how; for example, packaging, consumer products, consumer electronics, automotive, and medical devices, come into view, highlighting product development, applications, and untapped markets.
Feedstock Infrastructure and Logistics	Q4 2012	As the bio-based industry grows, and shifts its feedstock focus, how will the value chain hold up, and how will key logistical issues be solved to decrease feedstock cost? Additionally, as world population bursts past 7 billion and onward, issues of food security and land use will become more widespread and have crippling effects on a number of industries. This report will investigate the feedstock issues that arise, and worsen as the bio-based industry matures.

Formulation and Delivery 2012: State of the Market Reports

Title	Date	Description
Formulation and Delivery Strategies for Emerging Markets	Q1 2012	Formulation and Delivery is experiencing revitalized interest in both tactical, being able to solubilize and deliver compounds of increasing complexity, and strategically in terms of reformulation for patent extension. A key question western pharmas should be asking in an emerging market such as China is; should we import technology or invest in local partnerships? In this report we explore various partnerships as models for how this key issue is being addressed.
Making Space for Innovation in Drug Delivery Devices	Q2 2012	Given the demand to improve patient compliance whilst maintaining drug delivery efficacy and cost as the main competitive strategy in the medical device arena, where are the hotspots for creative thinking? In this report, we set out to identify and size the market of best-selling drug delivery devices, in order to elucidate opportunities for new delivery systems in existing sectors, and room for innovation. We also analyse up-and-coming technologies with the incumbent to assess their potential in this cut-throat sector.
Leading Technologies in the new Formulation and Delivery Market	Q3 2012	Companies in both developed and emerging markets like China are profiled in this report. Lux maps innovation in formulation and delivery companies across the globe and discusses those technologies we deem most promising. Areas such as advanced materials, carriers and payloads, controlled release, inhalation, and transdermal delivery are covered.
Strategic Partnering in the Formulation and Delivery Space	Q4 2012	This report highlights the year’s most notable deals; analyzing the structure, strategy, payoffs and risks. We forecast the trends and developments in Formulation and Delivery.

China BioPharma 2012: State of the Market Reports

Title	Date	Description
Will China Out-Innovate the West in Therapeutic Discovery?	Q1 2012	Far from being a cheaper market to manufacture and run clinical trials, biopharmaceutical innovation in China is picking up at a rapid speed. State funding programs, directives, external funding, and the formation of innovation clusters targeted to unique aspects of drug discovery and development pose significant threats and partnership opportunities for agile western biopharmas. Areas such as stem cells, diagnostics, and academic-industrial partnerships are highlighted in this report.
China’s Patent Expiration Powerplay in Biologics	Q2 2012	China’s historic position as a cheaper manufacturing base for western biologics has now given it a strong base of know-how to capitalize on the accelerating patent expiration of key biotech molecules. Will China become the destination for all biosimilar and biobetters manufacturing? Will they also become the low cost producer of industrial and agro bioproducts? What is the potential impact on IP portfolios for western biopharmas? Areas covered in this report will include biosimilars, biobetters, enzymes, antibodies.
Succeeding in the Medical Devices Arena in China	Q3 2012	In response to China’s directive to provide universal healthcare and quality of living support, investments in devices and diagnostics are dramatically increasing. This report will discuss in detail the numerous sub-projects designed to achieve these goals and place our discussion in the context of discrete opportunities for partnering and market entry. Coverage will include devices, implants, stents, sensors, in vitro and molecular diagnostics.
Sizing Translational Medicine	Q4 2012	Translational medicine’s intent is to dramatically shorten the time from discovery to patient bedside. To accomplish this, new technologies in terms of molecular diagnostics, companion therapies, stronger relationships between academia and industry, and patient profiling need to be assembled. China’s infrastructure makes it ideal for all these things to happen on a more rapid time scale than the west. This report will profile China’s efforts in this area and contrast it to examples being pursued in the West.

Sustainable Building Materials 2012: State of the Market Reports

Title	Date	Description
Painting a Green Future: Opportunities in Sustainable Architectural Coatings	Q1 2012	Architectural coatings consume significant amounts of energy, water, and petrochemicals during manufacture, and can negatively impact the building occupants’ health and the environment via release of harmful chemicals. Sustainable coatings technologies reduce the energy, resource, and environmental impact of paints and coatings, but often get confused with “greenwashed” unsustainable alternatives. In this report, we develop a tool to assess the true sustainability value of established and emerging coatings technologies, and assess the sustainability value relative to their performance value to the end user. While the technology development is incremental, disruptive technologies exist that have positive impacts on both sustainability and performance.
Global Policy Landscape for Green Buildings	Q2 2012	Of all its drivers, governmental action and policy is the one that has the most radical impact on the momentum of the green building sector. This report will map and analyze the different regulatory and incentive structures that governments around the globe have put into place to enhance energy efficiency and sustainability in the built environment, and identify regional market opportunities.
Emerging Trends in Urban Vegetation: Green Roofs, Walls and Vertical Farming	Q3 2012	As a rising majority of the world population becomes city-dwelling, vegetation serves to improve livability, reduce energy footprint, and provide lower-impact food to the inhabitants. Such urban vegetation requires a combination of building, water, lighting, and biotechnology innovations. This report will map out the associated issues and leading technology players, while identifying hot new areas of opportunity.
Life Cycle of Construction Materials: Challenges and Opportunities	Q4 2012	As buildings aspire to become more sustainable, with the associated financial and innovation implications, the parameters used to define sustainability become critical. Progressive thinkers in the construction world take a holistic view of the life cycle of a construction material to determine its ecological footprint. This report dives into the implications of assessing the sustainability of a construction material – in production, in use, and at end-of-life –, the landscape of companies providing LCA services, and the market opportunities therein.

Efficient Building Systems 2012: State of the Market Reports

Title	Date	Description
Sensors and Controls for BEMS: Providing the Neural Network to Net-Zero Energy	Q1 2012	Sensors and controls for building energy management systems provide the intelligent backbone that interconnects equipment, building subsystems, and analytical tools in near-real time to foster a proactive, reactive, and sometimes autodidact, energy-efficient building technology ecosystem. Advanced sensors and controls promise to significantly reduce the payback period of building energy management system investments for the small building market – the highest hanging but plumpest fruit in the global building stock. In this report, we review sensor and control technologies for building energy management systems, sizing the market opportunities for both standard and advanced varieties. In the likeliest scenario, we predict a $2.14 billion market in the U.S. and a $1.93 billion market in Europe for standard and advanced sensors and controls by 2020. Despite the proven benefits of standard sensors and controls, the advanced variety will experience the greatest market growth through 2020 as they proliferate in commercial buildings under 50,000 ft2.
Tracking Global Financial Activity in Green Buildings	Q2 2012	This report will catalog and examine venture capital investment, IPO, and M&A activity in the Green Buildings space. The report will further investigate what leading venture capitalists, executives, and other decision makers in the space see as the brightest opportunities as well as challenges in the sector.
Wading Through The On-site Generation Options	Q3 2012	With the trend towards Net- and Nearly-Zero Energy Buildings, on-site generation of electricity is gaining increasing importance and attention. Between CHP, Fuel Cells, PV, etc. the menu of options is varied and heavily influenced by the region, scale, and sector. This report will investigate what portfolio of on-site capabilities makes sense in what circumstances, identifying the drivers and key players.
ESCOs – The Challenge and Opportunity	Q4 2012	Between the concurrent trends of integrated building design and improving energy efficiency in existing building stock, there is a significant need and opportunity for novel or as-yet-underdeployed technology solutions and business models. As a result, the role of the Energy Service Company or ESCO as a project developer, that understands the associated challenges and can assume the technical and performance risk associated with the project, has become increasingly prominent. At the same time, ESCOs remain poorly understood, and other players in the value chain remain wary of engaging with them. This report dives into the ESCO landscape, demystifying the prevalent business models, and identifies opportunities.

Water 2012: State of the Market Reports

Title	Date	Description
Risk and Reward in the Frack Water Market	Q1 2012	The rise of shale gas hydrofracking in North America has inspired a bumper crop of new water treatment startups vying to treat the highly challenging flowback water. Even as the number of players multiplies, regional natural gas prices have plummeted, ensuring that only well-positioned players will survive to play in the more robust international market. We size the market worldwide, projecting massive growth in shale fracking in attractive international markets even as U.S. growth declines. We also examine key startups in the space and the risks they must weather, including bans, uncertain market dynamics, and new technologies that might do away with hydrofracking as we know it altogether.
Investing in Water	Q2 2012	This report will recommend to corporate and institutional investors the best opportunities in technologies, products, and services in the water industry. It will assess ROIs in water/wastewater treatment, distribution/collection systems, reuse, flow control and monitoring, and other areas within the water value chain across equipment, services, chemicals, and related categories.
The Water Sensor Revolution	Q3 2012	Traditional water quality measurements are routinely done by antique chemical methods. Automated systems based on these tests, traditionally performed by hand, are bulky, single-parameter devices that consume expensive reagents, produce potentially toxic waste streams, and cannot be easily integrated into the distribution system. A rapidly developing new generation of multi-parameter methods promises to revolutionize the industry, disrupting current players who depend on reagent sales for the bulk of their profits. This report will instruct how to profit and how to take advantages of accelerating changes in how water systems are managed.
Industrial Water in the Urban Landscape	Q4 2012	After decades of ignoring the problem, industry is taking a fresh look at water use and discharge quality, often in the face of strict new environmental regulations. This report will look beyond the trend to the larger implications of industrial water use, and explore emerging technologies in water reuse including recycling, wastewater mining and many others which can turn water-intensive industries into highly efficient, profitable assets in their urban communities, whether in the developed or the developing world.

Advanced Materials 2012: State of the Market Reports

Title	Date	Description
Structural Navigation: Optimizing Materials Selection in Automotive and Aerospace	Q1 2012	Meeting rising energy demand while minimizing environmental impact is one of the most important issues of this century, and enhancing operating efficiency in transportation by using lighter structural materials will play a critical part. Advanced high-strength steel (AHSS), aluminum, magnesium, titanium, and carbon-fiber reinforced plastic (CFRP) each has its own set of cost, availability, manufacturing, and performance characteristics that affect adoption in automotive and aerospace. Since material requirements are dependent on a part’s location and functional role, the analysis of best-fit materials needs to be conducted at the component level. To help automotive and aerospace companies and guide suppliers and material developers to the best opportunities, we have conducted decision-tree analyses that indicate which materials flourish where – now and in the future.
Automotive Battle Royale	Q2 2012	Increasingly strict fuel economy and CO2 emissions standards put pressure on automakers. There are numerous options for reducing the carbon footprint for future vehicles, including electrification, advanced internal combustion engines, fuel cells, alternative fuels, and lightweighting. Each of these solutions has its own characteristic mix of cost, fuel economy savings, and cost per CO2 reduced. This report will examine, compare, and contrast these technologies.
Carbon Fiber Partnership Mapping	Q3 2012	The aerospace industry has historically served as the leading adopter (and developer) of carbon fiber composites, and thus partnerships between materials suppliers and end users in this segment are already well established. However, wind is expected to command the greatest market share for at least the next 10 years, and automotive has potential to drive even greater demand. As the penetration of carbon fiber moves into these higher volume industries, concerns such as security of supply chain and economic recycling will become a top priority for the users of these materials. This report will map out the partnership landscape in this space.
Functional Coatings for Energy Generation	Q4 2012	The intense competition between developers of renewable energy solutions such as solar and wind puts a premium on material solutions that offer incremental improvements in operational efficiency. Many new coatings – anti-reflective, hydrophobic, photocatalytic, anti-icing – can serve as efficiency enhancers and modes of reducing operating and maintenance costs. However, performance requirements are high and cost limitations strict. This report dives into the technology options and business opportunities.

Printed Electronics 2012: State of the Market Reports

Title	Date	Description
Cutting Up the LCD Pie: Calculating the Billion-Dollar Slices from Display Innovation	Q1 2012	The liquid-crystal display (LCD) market is over $100 billion, so the emerging technologies that can compete with LCDs have the opportunity to become serious opportunities. Electrophoretics, through their use in e-readers, demonstrated the potential of a technology that can exploit the limitations of LCDs. Judging from our component materials and manufacutring cost analysis, organic light-emitting diodes (OLEDs) will decrease from their current $3,000/m2 for small-area displays to be cost competitive with LCDs by 2016, leading to an overall OLED market of nearly $11 billion in 2017. Reflective displays will also undergo significant change over the next five years, as the market for e-readers declines and digitial signage becomes the dominant market of the overall $1.6 billion non-segmented reflective display market in 2017. While electrophoretics will continue to be the largest player in this area, alternative reflective displays like microelectromechanical systems (MEMS), electrowetting, and cholesteric LCDs will have an increasing share of this market.
Printed Electronics in Biology, Pharmaceuticals, and Health Care	Q2 2012	Printed electronics have the opportunity to greatly change health monitoring and care administration. Explore where printed, flexible and organic electronics to make an difference and which technologies make an impact.
The Future Market Size of Printed Electronics Materials	Q3 2012	Emerging printed, flexible and organic electronic devices require functional materials. This report will cover the applications and devices where these materials will take hold and forecast their growth.
The Investment Landscape in Printed Electronics	Q4 2012	Investment is key to unlocking the potential of printed electronics and making the promise a reality. Who is investing in printed electronics and where are they placing their bets? This report investigates the investment landscape of printed electronics to understand where the money is coming from and where it is going.

Energy Electronics 2012: State of the Market Reports

Title	Date	Description
Beyond Silicon: Plotting GaN and SiC’s Path within the $15 Billion Power Electronics Market	Q1 2012	Power electronics provide efficient, intelligent, and optimal control of electricity in applications from consumer electronics to electric motors to renewables on the grid. They’re growing in importance both because of increasing drive for energy efficiency and because of resurgence in innovation in power electronic components, including materials innovations such as silicon carbide (SiC) and gallium nitride (GaN). We looked at four key industries segments where emerging power electronics can have the biggest impact – buildings and industrial, electronics and IT, renewables and grid storage, and transportation. We project the market for discrete power electronic components in these industry segments will reach $15 billion in 2020, and SiC and GaN devices will account for $3.3 billion, 22% of the total.
Driving Energy, Cost, and Carbon Savings through Solid State Energy Electronics	Q2 2012	Over 7% of primary energy use in the developed world goes towards lighting, an average of 7% of electricity generated is lost in transmission and distribution, and about 15% of electricity use goes towards industrial electric motors. Even small improvements in efficiency can have an outsized impact. This report will analyze and project the potential impact of these more efficient solid state energy electronics – LEDs and power electronics – on energy use, carbon output, and cost.
Next-gen Innovations in Materials, Equipment, and Processes	Q3 2012	This report will document ongoing efforts in research in universities, national labs, and emerging start-ups that are pushing the performance levels in solid state lighting and power electronics. Equipment and materials innovation is enabling new product types and allowing them to come to market more quickly. The report will elaborate on what adoption of these next-generation innovations will mean for performance, yield, and scale in the industry – and how they will drive changes in pricing power and market share along the value chain.
Partnerships in Solid State Energy Electronics	Q4 2012	The landscape for emerging LEDs and power electronics features entrenched incumbents like Philips and Mitsubishi Electric as well as a flow of emerging start-ups like Nth Degree and Transphorm. Partnerships are forming as leaders look to upstart for new innovations to keep their products competitive, and as university spin-outs seek out multinational corporations to scale up their inventions. This report examines how alliances are forming, what it takes to make them work, and calls out the most promising technology developers using the Lux Innovation Grid.

China Innovation 2012: State of the Market Reports

Title	Date	Description
Intelligent Navigation of China's Smart Cities	Q1 2012	While numerous projects have been announced across China attaching themselves to the “smart city” hype, a total of 54 projects with an aggregate investment of $153 billion represents the refined, but nonetheless huge, opportunity. The big winners from this investment activity in the next five years will be telecommunications providers and infrastructure suppliers with the best market channels in the Yangtze Delta and Pearl Delta. For prospective foreign participants in China’s smart city growth, opportunities still exist. However, care is needed to navigate China’s increasing sensitivity about information security while still leveraging the ability to introduce advanced technologies and systems integration experience. Much of China’s upcoming investment will go to domestic providers, but opportunities in existing projects and untapped cities remain.
Biomaterials for Medical Applications in China	Q1 2012	China’s biomaterial industry achieved an impressive stride in 2008, generating a commerical output of Chinese Yuan 220 billion and an annual 15% increase. Despite the staggering numbers, this industry remains plagued by bottlenecks such as technology incompatibility with current market demands and a low level of industrialization. This report will examine some of the leading research efforts into biocompatible materials by academia and private enterprises to constitute the next-generation of medical innovations and products, and assessed based on factors like market adoptability, industrialization level and technological disruption. The report will also include analysis on policies and national research schemes. Focus will be placed on technologies involving surface engineering, nano-biomaterials and other innovative biological materials, spreading across diverse applications including medical devices, diagnostics and delivery systems.
The Chinese Market for Biofuel	Q2 2012	Biofuel is a key area in the 12th five year plan of China, of which the development depends on both biotechnology and agricultural feedstock. The two factors are plausible to meet although challenges and uncertainties still remain in the implementation of government subsidy and completeness of the value chain. The report will split the Chinese biofuel market by feedstock type, both food, e.g. corn, and non-food, e.g. cassava and stalk. The report will also address a market share analysis for leading biofuel suppliers in China.
Green Building Industries in China	Q2 2012	Encouraged by government policy, China's green buildings industry has undergone rapid growth in the past few years and will be further accelerated by green building related policies in the Chinese 12th five year plan. On the other hand, high market demands for energy saving products as well as increasing investments from government funds, venture capitals and other private funds ensure the continuous growth in the green buildings industry in China. This report will draw an outline of the Chinese green building industry. The green building concept will be clearly defined and split into sub-industries, including but not limited to: HVAC, wall insulation, and ESCOs, among others. Prevailing technologies and emerging technologies will be analyzed to determine the technological trends in China's green building market.
The Chinese LED Market	Q3 2012	Buoyed by government support and increased penetration into new applications, China’s LED market has achieved rocketing growth in past years. With the decreased cost of LED products and continued overcapacity, it is expected that the numerous small LED players without core technology and competitiveness will be washed out. This report aims to demonstrate fierce competition and point out who are the leading players likely to succeed. This report will estimate the Chinese LED market revenue in 2012, and forecast to 2015. It will also discuss the engagement strategy of non-Chinese companies in the Chinese LED market.
Electric Vehicles in China	Q4 2012	The Chinese government has released strong policies to support the adoption of electric vehicles (EVs) in China. For example, EVs may get free licenses in cities, such as Shanghai, where people usually need to pay a high license fee when they buy new cars. Apart from the policies, government subsidies, research funds, and other resources have been poured into the electric vehicle industry. This report will estimate the Chinese EV market in 2012, and forecast through 2016. It will also analyze market share for major Chinese EV makers.