UbiQD First Solar Partner To Use Quantum Dots In PV Panels
First Solar, a major U.S. manufacturer of thin-film solar panels, and New Mexico-based quantum dot (QD) nanotechnology leader UbiQD announced a transformational multi-year, exclusive supply agreement to integrate UbiQD's quantum dots into First Solar's thin-film bifacial photovoltaic (PV) modules.
Commercialising cooperative R&D
This supply agreement extends a 2023 cooperative development collaboration. Following intensive research and development, the companies can now mass-produce utility-grade solar panels using QD technology. The deal establishes the first high-volume QD supply route outside of display applications, potentially increasing UbiQD's annual production to 100 metric tonnes.
Why are Quantum Dots the Game-Changer?
Photon-absorbing semiconductor nanocrystals are dots. UbiQD fluorescence QDs in bifacial module encapsulation layers triple light conversion quantum efficiency on both sides, notably for wasted wavelengths.
Bifacial panels, which generate power from both sides, need this improvement. First Solar CTO Markus Gloeckler has been mentioned in several papers as suggesting that even little bifaciality enhancements can boost utility-scale energy output.
Strategic, Economic Impact
The U.S. thin-film pioneer First Solar gains performance and an edge in the silicon-dominated global market with QDs.
To achieve federal clean-energy manufacturing targets, a U.S. corporate partnership enhances onshore innovation and production.
With its $20 million Series-B financing round in April 2025, UbiQD wants to build a high-volume production unit in New Mexico to accommodate expanding demand.
Growth of UbiQD
Research at MIT and Los Alamos National Laboratory created UbiQD in 2014. They now make inexpensive, non-toxic quantum dots for photovoltaic windows and greenhouse sheets to boost crop growth.
Due to their April 2025 Series-B funding infusion, they can build one of the world's largest QD factories in New Mexico to suit First Solar's and other potential partners' demands.
The Value of Thin-Film Solar
Thin-film photovoltaics use CdTe or other materials on glass or plastic. Though less efficient, thin-film solar panels are cheaper and easier to make than crystalline silicon panels.
This efficiency gap can be bridged using quantum dot integration. Greg Bohannon believes First Solar's relationship with UbiQD “sends an important signal” that QD technology can help it catch up to silicon-based competitors as global panel output rises under rules like the U.S. Inflation Reduction Act (IRA).
The Real-World Rollout and Future Challenges
Quantum-dot-infused plastic sheet can “drop in” and replace the protective polymer layer in First Solar's production lines, according to UbiQD.
Moving to industrial volumes requires two essential validations:
QD film stability in real-world heat, moisture, and UV radiation.
Economical mass production An UbiQD facility in New Mexico is planned to meet these needs.
Policy, Market Context
IRA incentives: The U.S. Inflation Reduction Act provides renewable energy tax credits to UbiQD and First Solar, which boosts local manufacturing.
Energy demand growth: Utilities, data centres, AI facilities, and manufacturing processes are driving need for cheap, large, efficient solar electricity.
The U.S. must innovate in thin-film technologies to stay competitive in clean energy value chains as silicon-solar dominates.
Professional Assessment
The “first high-volume QD supply agreement outside of display,” a major step towards commercial application of quantum dots.
QDs, which are 10,000 times thinner than a hair, can increase spectral response in bifacial modules, according to Ryan Kennedy (pv magazine).
Greg Bohannon of Greenrock Capital notes that First Solar's decision after years of covert R&D indicates trust in UbiQD's reliability and price.
Possible Issues
Complexity: Lab quantities to 100 metric tonnes per year require complex production and quality control.
Performance verification: The long-term, realistic efficiency boost over laboratory projections has not been commercialised.
Cost pressures: Utility and contractor deployment of QD-enhanced panels requires large energy yield gains to warrant any premium.
Roadmap
Construction and operation of the New Mexico facility will begin next year.
Pilot: First Solar will test QD film in small batches for yield and durability.
Implementation at utility scale: Application expanded from pilot results for energy infrastructure and large-scale solar farms. Outlook
The UbiQD-First Solar Pact used nanotechnology and large-scale solar production to revolutionise photovoltaics. If predicted gains are realised, this minor but considerable improvement could turn thin-film solar economics in favour of American manufacturers. Due to the unique, high-volume transaction, First Solar has an advantage until other manufacturers catch up.
