近期，光因科技联合联想、德施曼、鹿客等企业发布钙钛矿太阳能门锁；炎和科技携手客户推出光 能电子纸相框、智能眼镜、智能门铃等十余款产品；光翼创新近期发布钙钛矿光伏窗帘、光伏电子 铭牌和便携式太阳能卷轴；尚柔新能源推出钙钛矿自发电猫眼门铃…… 光因科技创始人、CEO温言杰向经济观察报表示，相比于晶硅电池，钙钛矿的光电转换效率更 高，能满足消费电子产品表面积通常较小的需求；弱光效应更好，即使在手机自带手电筒的光照强 度下依然可以发电，适配室内使用需求；产品参数定制化程度高，可根据终端不同需求调整配方和 划片、封装等工艺，实现多SKU（最小库存单位）生产。 炎和科技创始人、CEO冯凡向经济观察报表示，适合搭载钙钛矿的消费电子产品主要分为三类： 第一类是超低功耗，仅凭毫瓦级功率即可实现完全供电，覆盖常见的蓝牙、射频、Zigbee（一种 应用于短距离、低速率场景的无线通信技术）等低功耗协议的设备，或是具备简易显示功能的IoT （物联网）产品；第二类是功率中等、对续航有极高要求的产品，比如智能门锁、传感器等需要 24小时不间断待机的产品；第三类是高功耗产品，这类产品可通过钙钛矿为高频使用的特定模块 进行补能。 目前，钙钛矿 ...

Core 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]