UbiQD and First Solar Establish Long-Term Quantum Dot Supply Agreement
First Solar (NASDAQ: FSLR) has entered into an exclusive, multi-year quantum dot (QD) supply agreement with UbiQD, a quantum dot nanotechnology leader. The partnership aims to incorporate QD technology into First Solar's thin film bifacial photovoltaic solar panels to enhance performance.
The agreement could see UbiQD's production scale to over 100 metric tons per year. The collaboration builds on their 2023 joint development partnership and comes as U.S. power generation demand grows from data centers, AI, and manufacturing. UbiQD's quantum dot technology can more than double the bifacial quantum efficiency of light conversion for specific wavelengths in solar panels.
This follows UbiQD's recent $20M Series B fundraise in April 2025, which will support building one of the world's highest volume QD manufacturing facilities in New Mexico.
First Solar (NASDAQ: FSLR) ha stipulato un accordo esclusivo pluriennale per la fornitura di punti quantici (QD) con UbiQD, leader nella nanotecnologia dei punti quantici. La partnership mira a integrare la tecnologia QD nei pannelli solari bifacciali a film sottile di First Solar per migliorarne le prestazioni.
L'accordo potrebbe portare la produzione di UbiQD a superare le 100 tonnellate metriche all'anno. La collaborazione si basa sulla loro partnership di sviluppo congiunto del 2023 e arriva in un momento di crescente domanda di energia negli Stati Uniti da parte di data center, intelligenza artificiale e manifattura. La tecnologia dei punti quantici di UbiQD può più che raddoppiare l'efficienza quantica bifacciale nella conversione della luce per specifiche lunghezze d'onda nei pannelli solari.
Questo segue il recente finanziamento Serie B da 20 milioni di dollari raccolto da UbiQD nell'aprile 2025, che sosterrà la costruzione di uno dei più grandi impianti di produzione di QD al mondo nel New Mexico.
First Solar (NASDAQ: FSLR) ha firmado un acuerdo exclusivo y plurianual de suministro de puntos cuánticos (QD) con UbiQD, líder en nanotecnología de puntos cuánticos. La asociación busca incorporar la tecnología QD en los paneles solares bifaciales de película delgada de First Solar para mejorar su rendimiento.
El acuerdo podría llevar la producción de UbiQD a superar las 100 toneladas métricas por año. La colaboración se basa en su asociación de desarrollo conjunto de 2023 y llega en un momento de creciente demanda de generación eléctrica en EE. UU. por centros de datos, IA y manufactura. La tecnología de puntos cuánticos de UbiQD puede más que duplicar la eficiencia cuántica bifacial en la conversión de luz para longitudes de onda específicas en los paneles solares.
Esto sigue a la reciente ronda de financiación Serie B de 20 millones de dólares de UbiQD en abril de 2025, que apoyará la construcción de una de las instalaciones de fabricación de QD de mayor volumen en el mundo en Nuevo México.
First Solar (NASDAQ: FSLR)는 양자점(QD) 나노기술 분야 선도 기업인 UbiQD와 독점 다년간 공급 계약을 체결했습니다. 이번 파트너십은 First Solar의 박막 양면 태양광 패널에 QD 기술을 적용하여 성능을 향상시키는 것을 목표로 합니다.
이 계약으로 UbiQD의 생산 규모는 연간 100미터톤 이상으로 확대될 수 있습니다. 이 협력은 2023년 공동 개발 파트너십을 기반으로 하며, 데이터 센터, 인공지능, 제조업에서 미국 내 전력 수요가 증가하는 시점에 이루어졌습니다. UbiQD의 양자점 기술은 태양광 패널의 특정 파장에 대해 양면 양자 효율을 두 배 이상 향상시킬 수 있습니다.
이는 UbiQD가 2025년 4월에 진행한 2,000만 달러 규모의 시리즈 B 투자 유치 이후의 일로, 뉴멕시코에 세계 최대 규모의 QD 제조 시설 중 하나를 구축하는 데 지원될 예정입니다.
First Solar (NASDAQ : FSLR) a conclu un accord exclusif pluriannuel de fourniture de points quantiques (QD) avec UbiQD, leader en nanotechnologie des points quantiques. Ce partenariat vise à intégrer la technologie QD dans les panneaux solaires photovoltaïques bifaciaux à film mince de First Solar afin d'améliorer leurs performances.
L'accord pourrait permettre à UbiQD d'augmenter sa production à plus de 100 tonnes métriques par an. Cette collaboration s'appuie sur leur partenariat de développement conjoint de 2023 et intervient alors que la demande en production d'électricité aux États-Unis augmente, notamment dans les centres de données, l'intelligence artificielle et la fabrication. La technologie des points quantiques d'UbiQD peut plus que doubler l'efficacité quantique bifaciale de la conversion lumineuse pour certaines longueurs d'onde dans les panneaux solaires.
Cela fait suite à la récente levée de fonds de 20 millions de dollars en série B d'UbiQD en avril 2025, qui soutiendra la construction de l'une des plus grandes usines de fabrication de QD au monde, située au Nouveau-Mexique.
First Solar (NASDAQ: FSLR) hat eine exklusive, mehrjährige Liefervereinbarung für Quantenpunkte (QD) mit UbiQD, einem führenden Unternehmen in der Quantenpunkt-Nanotechnologie, abgeschlossen. Die Partnerschaft zielt darauf ab, die QD-Technologie in die bifazialen Dünnschicht-Photovoltaikmodule von First Solar zu integrieren, um die Leistung zu verbessern.
Die Vereinbarung könnte dazu führen, dass UbiQD seine Produktion auf über 100 metrische Tonnen pro Jahr ausweitet. Die Zusammenarbeit baut auf ihrer gemeinsamen Entwicklungskooperation aus dem Jahr 2023 auf und erfolgt vor dem Hintergrund einer steigenden Stromnachfrage in den USA durch Rechenzentren, KI und Fertigung. Die Quantenpunkt-Technologie von UbiQD kann die bifaziale Quanteneffizienz bei der Lichtumwandlung für bestimmte Wellenlängen in Solarmodulen mehr als verdoppeln.
Dies folgt auf die kürzlich im April 2025 abgeschlossene 20-Millionen-Dollar-Serie-B-Finanzierung von UbiQD, die den Bau einer der weltweit größten QD-Fertigungsanlagen in New Mexico unterstützen wird.
- First major quantum dot supply agreement outside the display industry
- Technology can more than double bifacial quantum efficiency for specific wavelengths
- Potential for UbiQD production to exceed 100 metric tons annually
- Partnership strengthens U.S. domestic solar manufacturing capabilities
- Actual performance improvements in real-world conditions yet to be demonstrated
- Manufacturing facility still needs to be built to meet production demands
Insights
First Solar's exclusive deal with UbiQD for quantum dot technology could significantly enhance their solar panel efficiency and market competitiveness.
This multi-year exclusive supply agreement between First Solar and quantum dot pioneer UbiQD represents a significant technological advancement for FSLR's thin film solar modules. The integration of quantum dots into solar panel encapsulation has demonstrated the ability to more than double the bifacial quantum efficiency for specific wavelengths, which directly addresses a critical competitive factor in the utility-scale solar market where efficiency improvements translate to better economics.
The technology's potential impact is substantial - quantum dots can optimize the solar spectrum utilization, essentially allowing panels to convert more of the available light into electricity. For First Solar specifically, this provides a technological differentiation at a time when global competition in solar manufacturing has intensified dramatically. The CTO's statement that "even incremental gains in bifaciality translate into significant real-world impact on energy yield" underscores the material importance of this development for large-scale solar deployments.
Most notably, this agreement could support First Solar's positioning in the rapidly expanding U.S. market for power generation, particularly as demand surges from data centers, AI applications, and manufacturing. The exclusive nature of the supply agreement suggests First Solar will have unique access to this performance-enhancing technology, potentially creating a competitive moat against other manufacturers. With UbiQD planning production capacity exceeding 100 metric tons annually, this signals the integration will move beyond R&D into large-scale commercial deployment.
Additionally, the companies expanded their photovoltaic module R&D collaboration focused on optimizing performance of utility-scale solar
LOS ALAMOS, N.M., July 9, 2025 /PRNewswire/ -- UbiQD®, a global leader in quantum dot (QD) nanotechnology, announced today that it has entered into an exclusive, multi-year agreement to supply its proprietary fluorescent QD technology to First Solar, Inc. (NASDAQ: FSLR). The agreement paves the way for the incorporation of QD technology into First Solar's thin film bifacial photovoltaic (PV) solar panels.
The supply agreement is expected to enable the early adoption of QD in thin film modules, which has the potential for UbiQD to grow to over 100 metric tons of production per year. The two companies previously announced a joint development collaboration in 2023, the results of which have supported the new supply agreement and expanded R&D collaboration announced today.
This collaboration between two
"This is a turning point for the quantum dot industry with this first high volume QD supply agreement outside of display," said Hunter McDaniel, PhD, founder and CEO of UbiQD. "This partnership showcases how
Breakthrough Technology Momentum for US-Manufacturing and Thin-Film Solar Modules
UbiQD's core proprietary quantum dot technology was originally developed at
"At utility-scale, even incremental gains in bifaciality translate into significant real-world impact on energy yield," said Markus Gloeckler, chief technology officer, First Solar. "We're excited about the potential for quantum dot technology to contribute meaningful gains to the performance of our bifacial modules."
This momentum represents as a fast follow to the
About UbiQD, Inc.
UbiQD® (pronounced 'ubiquity') is a global leader in quantum dot manufacturing and technology. Founded in 2014, the company is powering product innovation in agriculture, clean energy, and security. UbiQD's quantum dots enable products that harness the power of color and light, and their greenhouse technology, UbiGro®, uses fluorescence to create a more optimal greenhouse spectrum for crops. Headquartered in
CONTACT: info@ubiqd.com
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SOURCE UbiQD, Inc.
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