Key Highlights

  • Simble Solutions (ASX:SIS) is extending its exclusively licensed NanoSensor Technology into solar sensing applications, with an immediate focus on terrestrial solar performance monitoring
  • The expansion builds on Simble's existing SimbleSense and SimbleEnergy product lines, which already provide solar performance monitoring and energy visualisation to commercial and industrial customers
  • The solar sensing pathway enters the company's five-stage development framework at the benchmark testing stage, following completed sensor fabrication and UV and longer-wavelength detection stages
  • The global solar photovoltaic market is projected to reach approximately US$867.6 billion by 2035, while the space-based solar power market is projected at approximately US$10.70 billion by 2035, both sitting within a broader Industrial IoT market projected at approximately US$1.69 trillion by 2030

Simble Solutions Limited (ASX:SIS) announced on 22 September 2026 the strategic expansion of its exclusively licensed NanoSensor platform into solar sensing applications, with an immediate focus on terrestrial solar performance monitoring. The company said the initiative broadens the commercial roadmap it outlined on 10 June 2026, aligning the NanoSensor program with its established footprint in solar monitoring and energy intelligence delivered through its SimbleSense and SimbleEnergy product lines.

The technical foundation for the expansion follows optical characterisation results announced by the company on 14 September 2026, in which the NanoSensor demonstrated multi-band detection across the UV-A, UV-B and UV-C spectrums and into visible light wavelengths. The company said applying this wavelength-selectivity removes the need for what it described as greenfield sensor development, allowing it to target operational bottlenecks in conventional solar monitoring, including bulk, high installation cost, and localised fault masking.

Positioning Against Conventional Solar Monitoring

Simble said current industry standards for solar monitoring rely on pyranometers, reference cells and inverter-level electrical metrics that aggregate performance across entire strings or arrays. Because these legacy instruments are bulky, power-intensive and require ongoing recalibration, the company said deploying them at high density is commercially and physically impractical, with the result that localised performance losses can remain masked within string-level averages until generation declines materially.

The company's NanoSensor architecture is designed to combine molecular-level sensitivity, a sub-millimetre form factor, ultra-low power consumption and integration flexibility, targeting panel- and cell-level diagnostic data. The company was explicit that these represent design goals pending formal benchmarking, solar validation and benchmark testing respectively, rather than confirmed, validated performance characteristics under solar operating conditions.

Development Framework and Integration Pathway

Simble outlined its broader five-stage NanoSensor development framework, under which sensor fabrication and the UV and longer wavelengths stage are both marked complete, with the solar sensing pathway now entering at the benchmark testing stage, described as in progress. The functional prototype and customer trials stages remain marked as planned. The company's immediate focus is to complete formal benchmark testing under solar-relevant conditions, assess the architecture's suitability for harsher deployment environments including space-related applications, and advance internal work to ensure NanoSensor-derived solar sensing data can be visualised and reported through its existing SimbleSense and CarbonView platforms.

The company said a defining advantage of the solar sensing pathway is that it builds on Simble's existing software ecosystem rather than requiring construction of a new platform, since SimbleSense already has established data pipelines, visualisation logic and reporting outputs for solar generation data. Simble noted that dashboard views illustrating this intended integration are illustrative of the target state, with actual functionality remaining subject to benchmarking, data-integration development and platform-readiness work.

Longer-Term Space-Based Solar Optionality

Beyond terrestrial solar, Simble said it is monitoring space-based solar power as a longer-term application area, describing it as an emerging segment of global interest linked to proposals for continuous, high-yield power generation unconstrained by weather, daylight cycles or atmospheric attenuation. The company noted that growing electricity Demand from data centres and AI-driven computing loads is one of several factors contributing to renewed interest in the segment, with power availability and thermal management increasingly cited as constraints on AI infrastructure expansion.

The company acknowledged that space-based environments present engineering challenges, including radiation exposure, large thermal swings and vacuum conditions, combined with strict mass, Volume and power budgets, and said it will evaluate the NanoSensor platform's application to this segment as part of its broader development program, alongside its immediate terrestrial focus. Simble Chief Executive Officer Fadi Geha said the characteristics that make the technology valuable, including precision wavelength sensitivity, ultra-low power consumption and a sub-millimetre footprint, are the characteristics he said next-generation solar sensing requires, while noting the immediate focus remains on terrestrial solar performance monitoring.

Bottom Line

Simble's announcement extends a platform acquired through the December 2025 purchase of exclusive rights to the patented NanoSensor Technology into a new application area, leveraging an installed commercial and industrial customer base already using SimbleSense and CarbonView. The company has been explicit that solar-specific performance characteristics remain design goals pending formal benchmark testing, with the space-based solar opportunity described as a longer-term area subject to further characterisation and confirmation of its commercial case.