APAC Sustainability: Perovskite & Space Solar Series: Outlook for Japanese and Overseas Technologies

研报英文原文证据摘录

APAC Sustainability: Perovskite & Space Solar Series: Outlook for Japanese and Overseas Technologies

Global Research

8 July 2026ab

APAC Sustainability Equities

Asia PacificPerovskite & Space Solar Series: Outlook for

Japanese and Overseas Technologies Global Sustainability

Leigha Miyata

Analyst

leigha.miyata@ubs.com

Presentation by a researcher with experience in solar cell R&D and analysis of +81-3-5208 7101

Japanese management strategy

Jarvis Lam

On 6 July 2026, the ESG research team hosted the third session of its Perovskite & Space Analyst

Solar Expert Call series, featuring Professor Nakata of Ritsumeikan Asia Pacific University, jarvis.lam@ubs.com

who is experienced in solar cell R&D and is the author of 'Sharp “LCD Defeat” Lessons: +852-2971 7701

Why Japan’s Monozukuri [Manufacturing] Lost Its Ability to Win Globally.' In the fourth Shunta Omura

session, scheduled for early August, we plan to invite a co-founder of UtmoLight, a Analyst

Chinese perovskite solar cell manufacturer, to discuss trends in technological shunta.omura@ubs.com

development and commercialisation in China. For the first session, in which we held a +81-3-5208 6244

discussion with a Chinese company, Microquanta (Japanese, English), and our discussion Kenji Yasui

with by Japan’s EneCoat Technologies (Japanese, English), please refer to the summary Analyst

reports. This report summarises the key points of Professor Nakata’s presentation. kenji.yasui@ubs.com

+81-3-5208 6211

Technology development trends: Conversion efficiency has reached levels Victoria Kalb

exceeding silicon Analyst

Perovskite solar cells have shown rapid efficiency improvements, with Hainan University vicki.kalb@ubs.com

reporting conversion efficiency of 28% (single-junction) in May 2026. For tandem cells +65-6495 4584