Venture(US:VEMLY) Jing Ji Guan Cha Wang·2026-01-14 12:17Core Insights - Numerous perovskite startups that have not yet entered the ground station market are shifting focus to the consumer electronics sector to seek opportunities [1][2] - Perovskite technology offers higher photoelectric conversion efficiency and better performance in low-light conditions, making it suitable for small-surface consumer electronic products [1][2] - The current market for perovskite-based consumer electronics is still in the promotional phase, with acceptance yet to be validated [2] Consumer Electronics Demand - The demand for perovskite products in consumer electronics is driven by three main factors: replacement of existing silicon batteries, expansion into new product categories, and regulatory pressures for greener energy solutions [3] - The EU's new battery regulations are expected to increase the cost of traditional batteries, prompting manufacturers to seek alternative energy solutions like perovskite [3] Product Development and Manufacturing - Transitioning from traditional photovoltaic markets to consumer electronics requires perovskite companies to adapt to a different operational logic, focusing on customization and direct consumer engagement [5] - The production process for consumer electronics involves more intricate post-processing techniques compared to large-scale photovoltaic components, necessitating a shift in manufacturing strategies [5][6] - Different consumer electronic products have varying requirements for perovskite components, such as impact resistance for smart locks and flexibility for mouse devices [6] Market Potential and Competition - The potential market for perovskite components in smart locks could reach 100 MW if the market share reaches 50%, highlighting the need for scalable production capabilities [7] - Competition in the consumer electronics sector will initially focus on performance metrics, followed by mass production capabilities and cost efficiency [7]