At the "2025 Guangdong Solar Industry Development Annual Conference & 2025 Guangdong International Photovoltaic Science and Technology Academic Conference" held on January 16, 2026, Cao Yurun, Senior Marketing Manager of the Perovskite Project Team at Polyrocks Chemical, delivered a speech titled "Current Status and Prospects of Flexible Perovskite Commercialization". The presentation highlighted Polyrocks Chemical’s deep engagement and industry insights in the field of flexible perovskite, underscoring how the new materials listed company is strategically advancing this cutting-edge technology from lab to market.

Currently, leading domestic flexible perovskite enterprises are expanding rapidly, with commercial module efficiencies at the square-meter level stabilizing between 16% and 17%. The industry is in a critical transition from pilot lines to 100MW-scale production, with two distinct commercialization pathways emerging: large-scale power station modules and differentiated application scenarios. Polyrocks Chemical has formulated a "three-step" strategic roadmap: in the short term, it targets consumer electronics and in-vehicle photovoltaics (CIPV); in the medium term, it plans to enter flexible distributed power station scenarios; and in the long term, it aims to explore "perovskite + hydrogen" integrated applications. The company will unveil related products at the Beijing Hydrogen Energy Expo this March.

Though still in its early stages, flexible perovskite commercialization has already seen applications across multiple scenarios. In IoT and 3C electronics, its superior low-light energy harvesting enables indoor lighting to power electronic shelf labels and smart locks. Its lightweight and flexibility make it ideal for portable solar umbrellas, charging packs, and other outdoor gear. Moreover, its flexible nature allows seamless integration with curved vehicle surfaces, offering auxiliary power solutions that are becoming a key focus for automotive R&D.

Addressing the key challenges to large-scale commercialization, Polyrocks Chemical offered a counterintuitive perspective: "Many cite lifetime or efficiency constraints, but for consumer electronics and wearables—with lifespans of 1–5 years—current technology is sufficient. The real obstacle is cost."
In the total cost structure of flexible modules, conductive films and barrier films account for up to 70%. High-performance moisture and oxygen barrier films, in particular, are still predominantly supplied by 3M and Japanese/Korean manufacturers, commanding premium prices. "Without a significant drop in the cost of these films, large-scale adoption of flexible perovskite will remain difficult," the company stated. Polyrocks called for collaborative efforts across the domestic supply chain to accelerate localized production and achieve barrier performance at the 10⁻⁵ level—key to making the technology accessible at scale.

The future market potential for flexible perovskite is vast. In high-end agriculture, by adjusting light transmittance and spectra, both power generation and crop cultivation can be achieved, creating a potential market worth hundreds of billions of RMB. In space photovoltaics, the technology offers high power-to-mass ratio, low weight, and excellent radiation resistance—posing a strong challenge to traditional gallium arsenide cells if extreme-environment technical hurdles can be overcome.

With over 20 years of experience in advanced materials, Polyrocks Chemical entered the flexible perovskite sector in 2022, establishing a perovskite production facility in Anqing, Anhui, and a sales center in Shanghai. The company’s 600×1200mm flexible modules have achieved steady efficiency gains and are now deployed across electronic shelf labels, smart locks, and BIPV solutions. Polyrocks Chemical is committed to working with industry partners to drive the industrialization of flexible perovskite technology, accelerating its journey from the lab to commercial profitability.
