PV marketing & applicationPV marketing & applicationPV marketing & applicationPV marketing & applicationPV marketing & applicationPV marketing & applicationPV marketing & applicationPV marketing & application

Type of Solar CellType of Solar CellType of Solar CellType of Solar CellType of Solar CellType of Solar CellType of Solar CellType of Solar Cell--------By By By By By By By By ProcessProcessProcessProcessProcessProcessProcessProcess

BIPV, consumersBIPV, consumersBIPV, consumersBIPV, consumersBIPV, consumersBIPV, consumersBIPV, consumersBIPV, consumers5~10%5~10%5~10%5~10%5~10%5~10%5~10%5~10%Silicon thin filmsSilicon thin filmsSilicon thin filmsSilicon thin filmsSilicon thin filmsSilicon thin filmsSilicon thin filmsSilicon thin films----------------Organic/polymerOrganic/polymerOrganic/polymerOrganic/polymerOrganic/polymerOrganic/polymerOrganic/polymerOrganic/polymer

BIPV, consumersBIPV, consumersBIPV, consumersBIPV, consumersBIPV, consumersBIPV, consumersBIPV, consumersBIPV, consumers--------Light absorbing dyesLight absorbing dyesLight absorbing dyesLight absorbing dyesLight absorbing dyesLight absorbing dyesLight absorbing dyesLight absorbing dyesCPV ,satellites CPV ,satellites CPV ,satellites CPV ,satellites CPV ,satellites CPV ,satellites CPV ,satellites CPV ,satellites 29~35%29~35%29~35%29~35%29~35%29~35%29~35%29~35%GaAsGaAsGaAsGaAsGaAsGaAsGaAsGaAs

BIPV, consumersBIPV, consumersBIPV, consumersBIPV, consumersBIPV, consumersBIPV, consumersBIPV, consumersBIPV, consumers13%13%13%13%13%13%13%13%CISCISCISCISCISCISCISCISBIPV, consumersBIPV, consumersBIPV, consumersBIPV, consumersBIPV, consumersBIPV, consumersBIPV, consumersBIPV, consumers12%12%12%12%12%12%12%12%CIGSCIGSCIGSCIGSCIGSCIGSCIGSCIGS

PV grid, consumersPV grid, consumersPV grid, consumersPV grid, consumersPV grid, consumersPV grid, consumersPV grid, consumersPV grid, consumersPV grid, consumersPV grid, consumersPV grid, consumersPV grid, consumersPV grid, consumersPV grid, consumersPV grid, consumersPV grid, consumersPV grid, consumersPV grid, consumersPV grid, consumersPV grid, consumersPV grid, consumersPV grid, consumersPV grid, consumersPV grid, consumersPV grid, consumers PV grid, consumers PV grid, consumers PV grid, consumers PV grid, consumers PV grid, consumers PV grid, consumers PV grid, consumers

20%20%20%20%20%20%20%20%19%19%19%19%19%19%19%19%

17.8%17.8%17.8%17.8%17.8%17.8%17.8%17.8%1212121212121212~17%~17%~17%~17%~17%~17%~17%~17%

VMJ siliconVMJ siliconVMJ siliconVMJ siliconVMJ siliconVMJ siliconVMJ siliconVMJ siliconUltraUltraUltraUltraUltraUltraUltraUltra--------thin mono thin mono thin mono thin mono thin mono thin mono thin mono thin mono crystalline crystalline crystalline crystalline crystalline crystalline crystalline crystalline

Ribbon siliconRibbon siliconRibbon siliconRibbon siliconRibbon siliconRibbon siliconRibbon siliconRibbon siliconPoly crystalline SiPoly crystalline SiPoly crystalline SiPoly crystalline SiPoly crystalline SiPoly crystalline SiPoly crystalline SiPoly crystalline Si

PV grid, consumers PV grid, consumers PV grid, consumers PV grid, consumers PV grid, consumers PV grid, consumers PV grid, consumers PV grid, consumers 12~18%12~18%12~18%12~18%12~18%12~18%12~18%12~18%Mono crystalline SiMono crystalline SiMono crystalline SiMono crystalline SiMono crystalline SiMono crystalline SiMono crystalline SiMono crystalline Si

BulkBulkBulkBulkBulkBulkBulkBulk

BIPV, consumersBIPV, consumersBIPV, consumersBIPV, consumersBIPV, consumersBIPV, consumersBIPV, consumersBIPV, consumers11.6%11.6%11.6%11.6%11.6%11.6%11.6%11.6%CdTe CdTe CdTe CdTe CdTe CdTe CdTe CdTe

Thin filmsThin filmsThin filmsThin filmsThin filmsThin filmsThin filmsThin films

ApplicationApplicationApplicationApplicationApplicationApplicationApplicationApplicationApprox. EfficiencyApprox. EfficiencyApprox. EfficiencyApprox. EfficiencyApprox. EfficiencyApprox. EfficiencyApprox. EfficiencyApprox. EfficiencyMaterialsMaterialsMaterialsMaterialsMaterialsMaterialsMaterialsMaterialsTypeTypeTypeTypeTypeTypeTypeType

Type of Solar CellType of Solar CellType of Solar CellType of Solar CellType of Solar CellType of Solar CellType of Solar CellType of Solar Cell--------By MaterialBy MaterialBy MaterialBy MaterialBy MaterialBy MaterialBy MaterialBy MaterialMaterialMaterialMaterialMaterialMaterialMaterialMaterialMaterial StructureStructureStructureStructureStructureStructureStructureStructure TypeTypeTypeTypeTypeTypeTypeType CellCellCellCellCellCellCellCell

Crystalline

Amorphous

Bulk

Thin Film(a-Si)

Spherical

Single Crystalline

MultipleCrystalline

Tin FilmHybrid

Solar Cell

Silicon

Chemical Compound

Thin Film(µc-Si)

CIGSCdTe

Dye-Sensitized

Crystalline Solar cell Crystalline Solar cell Crystalline Solar cell Crystalline Solar cell Crystalline Solar cell Crystalline Solar cell Crystalline Solar cell Crystalline Solar cell Manufacture ProcessManufacture ProcessManufacture ProcessManufacture ProcessManufacture ProcessManufacture ProcessManufacture ProcessManufacture Process

Crystalline Silicon Crystalline Silicon Crystalline Silicon Crystalline Silicon Crystalline Silicon Crystalline Silicon Crystalline Silicon Crystalline Silicon Solar Cell ProcessSolar Cell ProcessSolar Cell ProcessSolar Cell ProcessSolar Cell ProcessSolar Cell ProcessSolar Cell ProcessSolar Cell Process

�� InIn--Line Saw Damage Etching & TexturingLine Saw Damage Etching & Texturing�� Thermal ProcessingThermal Processing

�� Phosphorus DiffusionPhosphorus Diffusion

�� PSG RemovalPSG Removal

�� ARAR--Coating by PECVDCoating by PECVD

�� ScreenScreen --Printing Front & Back side electrodesPrinting Front & Back side electrodes

�� Fast FiringFast Firing

�� Classification, IClassification, I --V Testing & Sorting V Testing & Sorting

Amorphous Amorphous Amorphous Amorphous Amorphous Amorphous Amorphous Amorphous SiSiSiSiSiSiSiSi Solar CellSolar CellSolar CellSolar CellSolar CellSolar CellSolar CellSolar Cell

��The first thin film solar cell in 1980The first thin film solar cell in 1980��Low efficiency for consumer electronic Low efficiency for consumer electronic

product applicationproduct application�� Increase the conversion efficiency by Increase the conversion efficiency by

Upgrade into MultiUpgrade into Multi--junction structure for junction structure for widely wavelength absorbingwidely wavelength absorbing

CIS/CIGSCIS/CIGSCIS/CIGSCIS/CIGSCIS/CIGSCIS/CIGSCIS/CIGSCIS/CIGS

��CIS (Copper Indium Diselenide)CIS (Copper Indium Diselenide)、、or or CIGS(Copper Indium Gallium Senillide) CIGS(Copper Indium Gallium Senillide) widely wavelength absorbingwidely wavelength absorbing

��Stable and highest conversion efficiency Stable and highest conversion efficiency compare to various thin film solar cell compare to various thin film solar cell (cell:19.5%, module: above 13% under (cell:19.5%, module: above 13% under AM 1.5)AM 1.5)

CdTeCdTeCdTeCdTeCdTeCdTeCdTeCdTe

��Direct bandDirect band--gap energy, 1.45eV, easy to gap energy, 1.45eV, easy to gather higher conversion efficiencygather higher conversion efficiency

��Efficiency in Laboratory can reach above Efficiency in Laboratory can reach above 16% by using Borosilicate with high 16% by using Borosilicate with high temperature (~600C), and reach 12% by temperature (~600C), and reach 12% by using sodausing soda--lime with lower temperature lime with lower temperature and costand cost

Main Issue of Thin Film SolarMain Issue of Thin Film SolarMain Issue of Thin Film SolarMain Issue of Thin Film SolarMain Issue of Thin Film SolarMain Issue of Thin Film SolarMain Issue of Thin Film SolarMain Issue of Thin Film Solar

a) Supplement insufficient of Indiuma) Supplement insufficient of Indiumb) Standard CIGS solar cells contain cadmium b) Standard CIGS solar cells contain cadmium

((CdCd) in a very thin buffer layer of cadmium ) in a very thin buffer layer of cadmium sulphidesulphide ((CdSCdS))

c) High Efficiency loss after module packagedc) High Efficiency loss after module packaged

CIGSCIGS

a) Environmental issue of Compound materiala) Environmental issue of Compound materialb) Complete material recycle system is b) Complete material recycle system is

requiredrequiredCdTeCdTe

a) Cost of Equipmenta) Cost of Equipmentb) Low Efficiency b) Low Efficiency

aa--SiSiProblem and IssueProblem and IssueProblem and IssueProblem and IssueProblem and IssueProblem and IssueProblem and IssueProblem and IssueType of Thin Film SolarType of Thin Film SolarType of Thin Film SolarType of Thin Film SolarType of Thin Film SolarType of Thin Film SolarType of Thin Film SolarType of Thin Film Solar

Main Issue of Thin Film SolarMain Issue of Thin Film SolarMain Issue of Thin Film SolarMain Issue of Thin Film SolarMain Issue of Thin Film SolarMain Issue of Thin Film SolarMain Issue of Thin Film SolarMain Issue of Thin Film Solar

a) High Costa) High Costb) Substrate Supply issue of b) Substrate Supply issue of

GermaniumGermaniumc) Need combined with concentration c) Need combined with concentration

and tracking systemand tracking system

GaAsGaAs

a) Low Efficiencya) Low Efficiencyb) Life time issueb) Life time issue

DSSCDSSC

Problem and IssueProblem and IssueProblem and IssueProblem and IssueProblem and IssueProblem and IssueProblem and IssueProblem and IssueType of Thin Film SolarType of Thin Film SolarType of Thin Film SolarType of Thin Film SolarType of Thin Film SolarType of Thin Film SolarType of Thin Film SolarType of Thin Film Solar

Types of Solar Energy SystemsTypes of Solar Energy SystemsTypes of Solar Energy SystemsTypes of Solar Energy SystemsTypes of Solar Energy SystemsTypes of Solar Energy SystemsTypes of Solar Energy SystemsTypes of Solar Energy Systems

* also known as grid connected** also known as photovoltaic cells

Remote large scale communications,industrial uses

NoMost often not

Solar Cells** in combination with another energy source (e.g. diesel, Wind)

Stand along off-grid Hybrid solar

System

Remote homes, lighting,

TV, radio, telemetry

Yes(batteries)

NoSolar Cells** Stand alone solar system with energy storage

Water pumpingNoNoSolar Cells**Stand alone solar system without energy storage

Home or business system uninterruptible power (e.g. for computers, servers). Still operates when the grid is down

Yes(batteries)

YesSolar Cells**Stand alone grid-tied* solar system

Home system that draws on the electricity grid at night and exports excess power in the day

NoYesSolar Cells** Grid-tied* solar

system

ExamplesEnergy storage

device in the system?Connected to the electricity grid?

Energy Source

PV ApplicationPV ApplicationPV ApplicationPV ApplicationPV ApplicationPV ApplicationPV ApplicationPV Application

BIPV (Building integrate PV) , Building power system, BIPV (Building integrate PV) , Building power system, BIPV (Building integrate PV) , Building power system, BIPV (Building integrate PV) , Building power system, BIPV (Building integrate PV) , Building power system, BIPV (Building integrate PV) , Building power system, BIPV (Building integrate PV) , Building power system, BIPV (Building integrate PV) , Building power system, Emergency lighting.Emergency lighting.Emergency lighting.Emergency lighting.Emergency lighting.Emergency lighting.Emergency lighting.Emergency lighting.BuildingBuildingBuildingBuildingBuildingBuildingBuildingBuilding

Wireless system & device, Radio system , Microwave station.Wireless system & device, Radio system , Microwave station.Wireless system & device, Radio system , Microwave station.Wireless system & device, Radio system , Microwave station.Wireless system & device, Radio system , Microwave station.Wireless system & device, Radio system , Microwave station.Wireless system & device, Radio system , Microwave station.Wireless system & device, Radio system , Microwave station.CommunicationCommunicationCommunicationCommunicationCommunicationCommunicationCommunicationCommunication

Irrigation system, Hothouse system, Spray system , Cooling Irrigation system, Hothouse system, Spray system , Cooling Irrigation system, Hothouse system, Spray system , Cooling Irrigation system, Hothouse system, Spray system , Cooling Irrigation system, Hothouse system, Spray system , Cooling Irrigation system, Hothouse system, Spray system , Cooling Irrigation system, Hothouse system, Spray system , Cooling Irrigation system, Hothouse system, Spray system , Cooling system powersystem powersystem powersystem powersystem powersystem powersystem powersystem power、、、、、、、、Auto Feeding system.Auto Feeding system.Auto Feeding system.Auto Feeding system.Auto Feeding system.Auto Feeding system.Auto Feeding system.Auto Feeding system.FarmerFarmerFarmerFarmerFarmerFarmerFarmerFarmer

Street lightStreet lightStreet lightStreet lightStreet lightStreet lightStreet lightStreet light、、、、、、、、Traffic lightTraffic lightTraffic lightTraffic lightTraffic lightTraffic lightTraffic lightTraffic light、、、、、、、、EEEEEEEE--------power Car charger station, Car power Car charger station, Car power Car charger station, Car power Car charger station, Car power Car charger station, Car power Car charger station, Car power Car charger station, Car power Car charger station, Car Parking system, Car accessories.Parking system, Car accessories.Parking system, Car accessories.Parking system, Car accessories.Parking system, Car accessories.Parking system, Car accessories.Parking system, Car accessories.Parking system, Car accessories.TrafficTrafficTrafficTrafficTrafficTrafficTrafficTraffic

RadioRadioRadioRadioRadioRadioRadioRadio、、、、、、、、cell phonecell phonecell phonecell phonecell phonecell phonecell phonecell phone、、、、、、、、watchwatchwatchwatchwatchwatchwatchwatch、、、、、、、、cameracameracameracameracameracameracameracamera、、、、、、、、flashlightflashlightflashlightflashlightflashlightflashlightflashlightflashlight、、、、、、、、charger padcharger padcharger padcharger padcharger padcharger padcharger padcharger pad、、、、、、、、camp gears, garden lightcamp gears, garden lightcamp gears, garden lightcamp gears, garden lightcamp gears, garden lightcamp gears, garden lightcamp gears, garden lightcamp gears, garden lightConsumerConsumerConsumerConsumerConsumerConsumerConsumerConsumer

ApplicationsApplicationsApplicationsApplicationsApplicationsApplicationsApplicationsApplicationsFieldsFieldsFieldsFieldsFieldsFieldsFieldsFields

PV ApplicationPV ApplicationPV ApplicationPV ApplicationPV ApplicationPV ApplicationPV ApplicationPV Application

Solar TorchSolar TorchSolar TorchSolar TorchSolar packSolar packSolar packSolar pack

Solar gridSolar gridSolar gridSolar grid Solar street lightSolar street lightSolar street lightSolar street light

Solar garden lightSolar garden lightSolar garden lightSolar garden light

BIPVBIPVBIPVBIPV

Present ApplicationPresent ApplicationPresent ApplicationPresent ApplicationPresent ApplicationPresent ApplicationPresent ApplicationPresent ApplicationSolar chargerSolar chargerSolar chargerSolar charger Solar backpackSolar backpackSolar backpackSolar backpack Solar RadioSolar RadioSolar RadioSolar Radio

Solar Car window fanSolar Car window fanSolar Car window fanSolar Car window fan Solar house signSolar house signSolar house signSolar house sign Solar MolerSolar MolerSolar MolerSolar Moler

World Solar Insolation ValueWorld Solar Insolation ValueWorld Solar Insolation ValueWorld Solar Insolation ValueWorld Solar Insolation ValueWorld Solar Insolation ValueWorld Solar Insolation ValueWorld Solar Insolation Value

This map shows the amount of solar energy in hours, received eacThis map shows the amount of solar energy in hours, received eac h day on h day on an optimally tilted surface during the worst month of the year.an optimally tilted surface during the worst month of the year.(Based on accumulated worldwide solar insolation da ta.)(Based on accumulated worldwide solar insolation da ta.)Source: Source: NRELNREL

CCCCCCCC--------SiSiSiSiSiSiSiSi solar Market share solar Market share solar Market share solar Market share solar Market share solar Market share solar Market share solar Market share 20062006200620062006200620062006

�� PV installations reached a record PV installations reached a record 1,744 MW in 20061,744 MW in 20061,744 MW in 20061,744 MW in 20061,744 MW in 20061,744 MW in 20061,744 MW in 20061,744 MW in 2006,, representing representing growth of growth of 19%19%19%19%19%19%19%19% over the previous over the previous year.year.

�� Global industry revenues were Global industry revenues were $10.6bn in 2006$10.6bn in 2006$10.6bn in 2006$10.6bn in 2006$10.6bn in 2006$10.6bn in 2006$10.6bn in 2006$10.6bn in 2006,, Germany's grid Germany's grid connect PV market grew 16% to connect PV market grew 16% to 960 Megawatts in 2006 and now 960 Megawatts in 2006 and now accounts for 55% of the world accounts for 55% of the world market. While Japan's market size market. While Japan's market size barely advanced last year, Spain barely advanced last year, Spain and the United States were the and the United States were the strong performers. The strong performers. The Spanish Spanish Spanish Spanish Spanish Spanish Spanish Spanish market was up over 200%market was up over 200%market was up over 200%market was up over 200%market was up over 200%market was up over 200%market was up over 200%market was up over 200% in 2006, in 2006, while the US market grew 33%.while the US market grew 33%.

((((((((Source:Source:Source:Source:Source:Source:Source:Source: SolarbuzzSolarbuzzSolarbuzzSolarbuzzSolarbuzzSolarbuzzSolarbuzzSolarbuzz ))))))))

CCCCCCCC--------SiSiSiSiSiSiSiSi solar Market sharesolar Market sharesolar Market sharesolar Market sharesolar Market sharesolar Market sharesolar Market sharesolar Market share20072007200720072007200720072007

�� PV installations reached a record PV installations reached a record 2,826 MW in 20072,826 MW in 20072,826 MW in 20072,826 MW in 20072,826 MW in 20072,826 MW in 20072,826 MW in 20072,826 MW in 2007,, representing representing growth of growth of 62%62%62%62%62%62%62%62% over the previous over the previous year.year.

�� Germany's PV market reached Germany's PV market reached 1,328 MW in 2007 and now 1,328 MW in 2007 and now accounts for 47% of the world accounts for 47% of the world market. market. SpainSpainSpainSpainSpainSpainSpainSpain soared by over soared by over 480%480%480%480%480%480%480%480% to 640 MW, while the to 640 MW, while the United States increased by United States increased by 57% to 220 MW. It became 57% to 220 MW. It became the world's fourth largest the world's fourth largest market behind Japan, once the market behind Japan, once the world leader, which declined world leader, which declined 23% to 230 MW.23% to 230 MW.

((((((((Source:Source:Source:Source:Source:Source:Source:Source: SolarbuzzSolarbuzzSolarbuzzSolarbuzzSolarbuzzSolarbuzzSolarbuzzSolarbuzz ))))))))

Solar Module Retail priceSolar Module Retail priceSolar Module Retail priceSolar Module Retail priceSolar Module Retail priceSolar Module Retail priceSolar Module Retail priceSolar Module Retail price

All Survey Retail Prices Exclude Sales Taxes (Source: Solarbuzz All Survey Retail Prices Exclude Sales Taxes (Source: Solarbuzz All Survey Retail Prices Exclude Sales Taxes (Source: Solarbuzz All Survey Retail Prices Exclude Sales Taxes (Source: Solarbuzz All Survey Retail Prices Exclude Sales Taxes (Source: Solarbuzz All Survey Retail Prices Exclude Sales Taxes (Source: Solarbuzz All Survey Retail Prices Exclude Sales Taxes (Source: Solarbuzz All Survey Retail Prices Exclude Sales Taxes (Source: Solarbuzz LLC)LLC)LLC)LLC)LLC)LLC)LLC)LLC)

Photovoltaic Module Survey Retail PricesPhotovoltaic Module Survey Retail PricesPhotovoltaic Module Survey Retail PricesPhotovoltaic Module Survey Retail PricesPhotovoltaic Module Survey Retail PricesPhotovoltaic Module Survey Retail PricesPhotovoltaic Module Survey Retail PricesPhotovoltaic Module Survey Retail Prices (Dec 2001 (Dec 2001 (Dec 2001 (Dec 2001 (Dec 2001 (Dec 2001 (Dec 2001 (Dec 2001 -------- May 2007)May 2007)May 2007)May 2007)May 2007)May 2007)May 2007)May 2007)

As a guide, the industry is looking to As a guide, the industry is looking to As a guide, the industry is looking to As a guide, the industry is looking to As a guide, the industry is looking to As a guide, the industry is looking to As a guide, the industry is looking to As a guide, the industry is looking to drive module prices down to $1.5drive module prices down to $1.5drive module prices down to $1.5drive module prices down to $1.5drive module prices down to $1.5drive module prices down to $1.5drive module prices down to $1.5drive module prices down to $1.5--------2 2 2 2 2 2 2 2 Watt over the next decade, if it is to Watt over the next decade, if it is to Watt over the next decade, if it is to Watt over the next decade, if it is to Watt over the next decade, if it is to Watt over the next decade, if it is to Watt over the next decade, if it is to Watt over the next decade, if it is to make large inroads in to the grid tied make large inroads in to the grid tied make large inroads in to the grid tied make large inroads in to the grid tied make large inroads in to the grid tied make large inroads in to the grid tied make large inroads in to the grid tied make large inroads in to the grid tied electricity market, without subsidy. electricity market, without subsidy. electricity market, without subsidy. electricity market, without subsidy. electricity market, without subsidy. electricity market, without subsidy. electricity market, without subsidy. electricity market, without subsidy. The All Module Index is volume The All Module Index is volume The All Module Index is volume The All Module Index is volume The All Module Index is volume The All Module Index is volume The All Module Index is volume The All Module Index is volume weighted to take account of the fact weighted to take account of the fact weighted to take account of the fact weighted to take account of the fact weighted to take account of the fact weighted to take account of the fact weighted to take account of the fact weighted to take account of the fact that the majority of market demand (in that the majority of market demand (in that the majority of market demand (in that the majority of market demand (in that the majority of market demand (in that the majority of market demand (in that the majority of market demand (in that the majority of market demand (in Megawatt terms) occurs in the high Megawatt terms) occurs in the high Megawatt terms) occurs in the high Megawatt terms) occurs in the high Megawatt terms) occurs in the high Megawatt terms) occurs in the high Megawatt terms) occurs in the high Megawatt terms) occurs in the high power module segment.power module segment.power module segment.power module segment.power module segment.power module segment.power module segment.power module segment.

2003~2009 2003~2009 Polysilicon Polysilicon Supply and DemandSupply and Demand

Source: Morgan Stanley (2007/01)Source: Morgan Stanley (2007/01)

Market Share of Solar Cell TypesMarket Share of Solar Cell TypesMarket Share of Solar Cell TypesMarket Share of Solar Cell TypesMarket Share of Solar Cell TypesMarket Share of Solar Cell TypesMarket Share of Solar Cell TypesMarket Share of Solar Cell Types

52.4%

4.7%

43.4%

46.5%

2.7%4.7%

0.2%

2.9%

1.4%38.4%

0.2%

2.6%

Mono C-Si

Multi C-Si

CdTe

a-Si

CIS

Ribbon/Sheet C-Si

2005200520052005

2006200620062006

Source: Photon Itnl.Source: Photon Itnl.Source: Photon Itnl.Source: Photon Itnl.Source: Photon Itnl.Source: Photon Itnl.Source: Photon Itnl.Source: Photon Itnl.

Efficiency & CostEfficiency & CostEfficiency & CostEfficiency & CostEfficiency & CostEfficiency & CostEfficiency & CostEfficiency & Cost

Thin Film Production ForecastThin Film Production ForecastThin Film Production ForecastThin Film Production ForecastThin Film Production ForecastThin Film Production ForecastThin Film Production ForecastThin Film Production Forecast

0

50

100

150

200

250

300

MWp/yr

2002

2003

2004

2005

2006

2007

2008

2009

US a-Si

US CdTe

US CIGS

US

World

SourceSourceSourceSourceSourceSourceSourceSource：：：：：：：：””””””””Thin Film Partnership Thin Film Partnership Thin Film Partnership Thin Film Partnership Thin Film Partnership Thin Film Partnership Thin Film Partnership Thin Film Partnership --------Technology PartnersTechnology PartnersTechnology PartnersTechnology PartnersTechnology PartnersTechnology PartnersTechnology PartnersTechnology Partners””””””””,,,,,,,,US DOE/NREL and Sun and Wind EnergyUS DOE/NREL and Sun and Wind EnergyUS DOE/NREL and Sun and Wind EnergyUS DOE/NREL and Sun and Wind EnergyUS DOE/NREL and Sun and Wind EnergyUS DOE/NREL and Sun and Wind EnergyUS DOE/NREL and Sun and Wind EnergyUS DOE/NREL and Sun and Wind Energy

Major Solar Module BrandsMajor Solar Module BrandsMajor Solar Module BrandsMajor Solar Module BrandsMajor Solar Module BrandsMajor Solar Module BrandsMajor Solar Module BrandsMajor Solar Module Brandsin Overseain Overseain Overseain Overseain Overseain Overseain Overseain Oversea

Sanyo solarSanyo solarSanyo solarSanyo solarSanyo solarSanyo solarSanyo solarSanyo solarEnergie Bau, Klon Energie Bau, Klon Energie Bau, Klon Energie Bau, Klon Energie Bau, Klon Energie Bau, Klon Energie Bau, Klon Energie Bau, Klon (EBK)(EBK)(EBK)(EBK)(EBK)(EBK)(EBK)(EBK)CanromCanromCanromCanromCanromCanromCanromCanrom

HeliodinamicaHeliodinamicaHeliodinamicaHeliodinamicaHeliodinamicaHeliodinamicaHeliodinamicaHeliodinamicaMitsubishi HeavyMitsubishi HeavyMitsubishi HeavyMitsubishi HeavyMitsubishi HeavyMitsubishi HeavyMitsubishi HeavyMitsubishi HeavySolarwerkSolarwerkSolarwerkSolarwerkSolarwerkSolarwerkSolarwerkSolarwerkICP solarICP solarICP solarICP solarICP solarICP solarICP solarICP solarSchott solarSchott solarSchott solarSchott solarSchott solarSchott solarSchott solarSchott solar

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SolarWorldSolarWorldSolarWorldSolarWorldSolarWorldSolarWorldSolarWorldSolarWorldMSK CorporationMSK CorporationMSK CorporationMSK CorporationMSK CorporationMSK CorporationMSK CorporationMSK CorporationHelios Helios Helios Helios Helios Helios Helios Helios TechnologyTechnologyTechnologyTechnologyTechnologyTechnologyTechnologyTechnologyConergyConergyConergyConergyConergyConergyConergyConergyDuravoltDuravoltDuravoltDuravoltDuravoltDuravoltDuravoltDuravolt

WebastoWebastoWebastoWebastoWebastoWebastoWebastoWebastoTotal EnergieTotal EnergieTotal EnergieTotal EnergieTotal EnergieTotal EnergieTotal EnergieTotal EnergieSunwareSunwareSunwareSunwareSunwareSunwareSunwareSunwareSolarportSolarportSolarportSolarportSolarportSolarportSolarportSolarportMitsubishi Mitsubishi Mitsubishi Mitsubishi Mitsubishi Mitsubishi Mitsubishi Mitsubishi ElectricElectricElectricElectricElectricElectricElectricElectric

SolarwattSolarwattSolarwattSolarwattSolarwattSolarwattSolarwattSolarwattKyocera solarKyocera solarKyocera solarKyocera solarKyocera solarKyocera solarKyocera solarKyocera solarGE EnergyGE EnergyGE EnergyGE EnergyGE EnergyGE EnergyGE EnergyGE EnergyAtlantisAtlantisAtlantisAtlantisAtlantisAtlantisAtlantisAtlantisBP solarBP solarBP solarBP solarBP solarBP solarBP solarBP solar

SunsetSunsetSunsetSunsetSunsetSunsetSunsetSunsetSunpower Sunpower Sunpower Sunpower Sunpower Sunpower Sunpower Sunpower CorporationCorporationCorporationCorporationCorporationCorporationCorporationCorporationSolarSolarSolarSolarSolarSolarSolarSolar--------FabrikFabrikFabrikFabrikFabrikFabrikFabrikFabrikKurzsolarKurzsolarKurzsolarKurzsolarKurzsolarKurzsolarKurzsolarKurzsolarGPVGPVGPVGPVGPVGPVGPVGPV

SolaraSolaraSolaraSolaraSolaraSolaraSolaraSolaraKaneka Kaneka Kaneka Kaneka Kaneka Kaneka Kaneka Kaneka CorporationCorporationCorporationCorporationCorporationCorporationCorporationCorporationEvergreen solarEvergreen solarEvergreen solarEvergreen solarEvergreen solarEvergreen solarEvergreen solarEvergreen solarAten solarAten solarAten solarAten solarAten solarAten solarAten solarAten solarAtersaAtersaAtersaAtersaAtersaAtersaAtersaAtersa

SunpowerSunpowerSunpowerSunpowerSunpowerSunpowerSunpowerSunpowerSpainSpainSpainSpainSpainSpainSpainSpain

Sharp Sharp Sharp Sharp Sharp Sharp Sharp Sharp CorporationCorporationCorporationCorporationCorporationCorporationCorporationCorporationIsofotonIsofotonIsofotonIsofotonIsofotonIsofotonIsofotonIsofotonEurosolareEurosolareEurosolareEurosolareEurosolareEurosolareEurosolareEurosolareAir ThAir ThAir ThAir ThAir ThAir ThAir ThAir Therm erm erm erm erm erm erm erm

Major Solar Module Producer Major Solar Module Producer Major Solar Module Producer Major Solar Module Producer Major Solar Module Producer Major Solar Module Producer Major Solar Module Producer Major Solar Module Producer in Taiwanin Taiwanin Taiwanin Taiwanin Taiwanin Taiwanin Taiwanin Taiwan

TUV under certificatedTUV under certificatedGLORIA SOLARGLORIA SOLARTUVTUVULUL

TUVTUVTUVTUVTUVTUV

CertificationCertificationCertificationCertificationCertificationCertificationCertificationCertification

LUCKY POWERLUCKY POWEREBRIGHTEBRIGHT

NEWCORENEWCORELIGITEKLIGITEK

TYNSOLARTYNSOLARCompanyCompanyCompanyCompanyCompanyCompanyCompanyCompany

Solar cell supply chain Solar cell supply chain Solar cell supply chain Solar cell supply chain Solar cell supply chain Solar cell supply chain Solar cell supply chain Solar cell supply chain in Taiwanin Taiwanin Taiwanin Taiwanin Taiwanin Taiwanin Taiwanin Taiwan

TynsolarTynsolarLigitekLigitekNewcoreNewcoreEBrightEBrightLucky PowerLucky PowerGloria SolarGloria Solar

Solar ModuleSolar ModuleSolar ModuleSolar ModuleSolar ModuleSolar ModuleSolar ModuleSolar ModuleMotecMotecEE--tontonDel solarDel solarSolartechSolartechGintechGintechNeosolarpowerNeosolarpowerTainergyTainergyEver EnergyEver EnergyUnitechUnitechOthersOthers

Solar CellSolar CellSolar CellSolar CellSolar CellSolar CellSolar CellSolar CellSino American SiliconSino American SiliconWafer WorksWafer WorksPrecision SiliconPrecision SiliconGreen EnergyGreen Energy

Silicon MaterialSilicon MaterialSilicon MaterialSilicon MaterialSilicon MaterialSilicon MaterialSilicon MaterialSilicon Material

Major silicon supplier in Major silicon supplier in Major silicon supplier in Major silicon supplier in Major silicon supplier in Major silicon supplier in Major silicon supplier in Major silicon supplier in Taiwan and ChinaTaiwan and ChinaTaiwan and ChinaTaiwan and ChinaTaiwan and ChinaTaiwan and ChinaTaiwan and ChinaTaiwan and China

MonoMonoMonoMonoMonoMonoMonoMono

PolyPolyPolyPolyPolyPolyPolyPoly

Poly & Poly & Poly & Poly & Poly & Poly & Poly & Poly & MonoMonoMonoMonoMonoMonoMonoMono

MonoMonoMonoMonoMonoMonoMonoMono

Poly & Poly & Poly & Poly & Poly & Poly & Poly & Poly & MonoMonoMonoMonoMonoMonoMonoMono

PolyPolyPolyPolyPolyPolyPolyPoly

TypeTypeTypeTypeTypeTypeTypeType

M.SETEKM.SETEKM.SETEKM.SETEKM.SETEKM.SETEKM.SETEKM.SETEK

EtonEtonEtonEtonEtonEtonEtonEtonMotec, SuntechMotec, SuntechMotec, SuntechMotec, SuntechMotec, SuntechMotec, SuntechMotec, SuntechMotec, Suntech

Eton, Delsolar, SanyoEton, Delsolar, SanyoEton, Delsolar, SanyoEton, Delsolar, SanyoEton, Delsolar, SanyoEton, Delsolar, SanyoEton, Delsolar, SanyoEton, Delsolar, Sanyo

Sharp, Motec, Eton, Sharp, Motec, Eton, Sharp, Motec, Eton, Sharp, Motec, Eton, Sharp, Motec, Eton, Sharp, Motec, Eton, Sharp, Motec, Eton, Sharp, Motec, Eton, SanyoSanyoSanyoSanyoSanyoSanyoSanyoSanyo

Kaiwa, Metalex, Eton, Kaiwa, Metalex, Eton, Kaiwa, Metalex, Eton, Kaiwa, Metalex, Eton, Kaiwa, Metalex, Eton, Kaiwa, Metalex, Eton, Kaiwa, Metalex, Eton, Kaiwa, Metalex, Eton, Delsolar, CSI, QDelsolar, CSI, QDelsolar, CSI, QDelsolar, CSI, QDelsolar, CSI, QDelsolar, CSI, QDelsolar, CSI, QDelsolar, CSI, Q--------cell, cell, cell, cell, cell, cell, cell, cell, SolartechSolartechSolartechSolartechSolartechSolartechSolartechSolartech

CustomerCustomerCustomerCustomerCustomerCustomerCustomerCustomer

NANANANANANANANA

200200200200200200200200MWMWMWMWMWMWMWMW8080808080808080MWMWMWMWMWMWMWMW

2020202020202020MWMWMWMWMWMWMWMW

120120120120120120120120MWMWMWMWMWMWMWMW

200200200200200200200200MWMWMWMWMWMWMWMW

0707070707070707’’’’’’’’ OutputOutputOutputOutputOutputOutputOutputOutput

250~270250~270250~270250~270250~270250~270250~270250~270MWMWMWMWMWMWMWMW

75~8075~8075~8075~8075~8075~8075~8075~80MWMWMWMWMWMWMWMW4848484848484848MWMWMWMWMWMWMWMW

2020202020202020MWMWMWMWMWMWMWMW

50~6050~6050~6050~6050~6050~6050~6050~60MWMWMWMWMWMWMWMW

6060606060606060MWMWMWMWMWMWMWMW

0606060606060606’’’’’’’’ OutputOutputOutputOutputOutputOutputOutputOutput

ChinaChinaChinaChinaChinaChinaChinaChina

ChinaChinaChinaChinaChinaChinaChinaChinaChinaChinaChinaChinaChinaChinaChinaChina

TaiwanTaiwanTaiwanTaiwanTaiwanTaiwanTaiwanTaiwan

TaiwanTaiwanTaiwanTaiwanTaiwanTaiwanTaiwanTaiwan

TaiwanTaiwanTaiwanTaiwanTaiwanTaiwanTaiwanTaiwan

RegionRegionRegionRegionRegionRegionRegionRegion

JinglongJinglongJinglongJinglongJinglongJinglongJinglongJinglong

LDKLDKLDKLDKLDKLDKLDKLDKRenesolaRenesolaRenesolaRenesolaRenesolaRenesolaRenesolaRenesola

Wafer Wafer Wafer Wafer Wafer Wafer Wafer Wafer WorkWorkWorkWorkWorkWorkWorkWork

Sino Sino Sino Sino Sino Sino Sino Sino American American American American American American American American SiliconSiliconSiliconSiliconSiliconSiliconSiliconSilicon

Green Green Green Green Green Green Green Green EnergyEnergyEnergyEnergyEnergyEnergyEnergyEnergy

CompanyCompanyCompanyCompanyCompanyCompanyCompanyCompany

Taiwan Solar cell industry Taiwan Solar cell industry Taiwan Solar cell industry Taiwan Solar cell industry Taiwan Solar cell industry Taiwan Solar cell industry Taiwan Solar cell industry Taiwan Solar cell industry development SWOT analysisdevelopment SWOT analysisdevelopment SWOT analysisdevelopment SWOT analysisdevelopment SWOT analysisdevelopment SWOT analysisdevelopment SWOT analysisdevelopment SWOT analysis

Wind power, Biotech & others Wind power, Biotech & others renewablerenewableKorea and China solar cell industry Korea and China solar cell industry chain is formingchain is formingLong certification time for Module Long certification time for Module

Solar gird & consumers Solar gird & consumers application, application, Government support, Global Government support, Global warming warming US market increase rapidlyUS market increase rapidly

Cost issue, Cost issue, Material supply shortage issue Material supply shortage issue Lower Solar cell efficiencyLower Solar cell efficiencyKey material not controlledKey material not controlled

Renewable power issues Renewable power issues continually continually With excellent SemiWith excellent Semi--conductor conductor professionalprofessional

ThreatThreatThreatThreatThreatThreatThreatThreat

WeaknessWeaknessWeaknessWeaknessWeaknessWeaknessWeaknessWeakness

OpportunityOpportunityOpportunityOpportunityOpportunityOpportunityOpportunityOpportunity

StrengthStrengthStrengthStrengthStrengthStrengthStrengthStrength

PV Industry Life cyclePV Industry Life cyclePV Industry Life cyclePV Industry Life cyclePV Industry Life cyclePV Industry Life cyclePV Industry Life cyclePV Industry Life cycle��DefinitionDefinitionDefinitionDefinitionDefinitionDefinitionDefinitionDefinitionGrowing up periodGrowing up periodGrowing up periodGrowing up periodGrowing up periodGrowing up periodGrowing up periodGrowing up periodEnvironmental issue Environmental issue Environmental issue Environmental issue Environmental issue Environmental issue Environmental issue Environmental issue Government rebate Government rebate Government rebate Government rebate Government rebate Government rebate Government rebate Government rebate Market requirement Market requirement Market requirement Market requirement Market requirement Market requirement Market requirement Market requirement increasingincreasingincreasingincreasingincreasingincreasingincreasingincreasingSignificant applicationsSignificant applicationsSignificant applicationsSignificant applicationsSignificant applicationsSignificant applicationsSignificant applicationsSignificant applications

Industry SalesIndustry Sales

PVPVPVPV

TimeTime

BCG analysisBCG analysisBCG analysisBCG analysisBCG analysisBCG analysisBCG analysisBCG analysis

StarStar QuestionQuestion

Cash CowCash Cow DogDog

LowLowLowLowLowLowLowLowLowLowLowLowLowLowLowLowHighHighHighHighHighHighHighHigh

HighHighHighHighHighHighHighHigh

Relative Market ShareRelative Market ShareRelative Market ShareRelative Market ShareRelative Market ShareRelative Market ShareRelative Market ShareRelative Market Share

Annual Real Rate of Market

Annual Real Rate of Market

Annual Real Rate of Market

Annual Real Rate of Market

Annual Real Rate of Market

Annual Real Rate of Market

Annual Real Rate of Market

Annual Real Rate of Market

Growth

Growth

Growth

Growth

Growth

Growth

Growth

Growth

PVPVPVPV

PVPVPVPVPVPVPVPV•• Efficiency upgradeEfficiency upgradeEfficiency upgradeEfficiency upgradeEfficiency upgradeEfficiency upgradeEfficiency upgradeEfficiency upgrade•• Government supportGovernment supportGovernment supportGovernment supportGovernment supportGovernment supportGovernment supportGovernment support

•• ConvenientConvenientConvenientConvenientConvenientConvenientConvenientConvenient•• Human likeHuman likeHuman likeHuman likeHuman likeHuman likeHuman likeHuman like•• Cost solvedCost solvedCost solvedCost solvedCost solvedCost solvedCost solvedCost solved•• Environmental issueEnvironmental issueEnvironmental issueEnvironmental issueEnvironmental issueEnvironmental issueEnvironmental issueEnvironmental issue

Marketing StrategyMarketing StrategyMarketing StrategyMarketing StrategyMarketing StrategyMarketing StrategyMarketing StrategyMarketing Strategy��Product: PV module & consumers PV builtProduct: PV module & consumers PV built--inin

Efficiency upgradeEfficiency upgrade

��Price: Reasonable & lower price matchPrice: Reasonable & lower price match

��Place: Domestic & Worldwide marketplacePlace: Domestic & Worldwide marketplace

��Promote: Government support & rebatePromote: Government support & rebate

��Vertical Integration: Supplier & Customer Vertical Integration: Supplier & Customer IntegrationIntegration

ReferencesReferencesReferencesReferencesReferencesReferencesReferencesReferences1. 1. 1. 1. 1. 1. 1. 1. www.answers.com/solar%20cell www.answers.com/solar%20cell www.answers.com/solar%20cell www.answers.com/solar%20cell www.answers.com/solar%20cell www.answers.com/solar%20cell www.answers.com/solar%20cell www.answers.com/solar%20cell 2.2.2.2.2.2.2.2. wwwwwwwwwwwwwwwwwwwwwwww.eere.eere.eere.eere.eere.eere.eere.eere.energy.energy.energy.energy.energy.energy.energy.energy.gov.gov.gov.gov.gov.gov.gov.gov/inventions/inventions/inventions/inventions/inventions/inventions/inventions/inventions/pdfs/photovolt.pdf/pdfs/photovolt.pdf/pdfs/photovolt.pdf/pdfs/photovolt.pdf/pdfs/photovolt.pdf/pdfs/photovolt.pdf/pdfs/photovolt.pdf/pdfs/photovolt.pdf3. www3. www3. www3. www3. www3. www3. www3. www.solarbuzz.solarbuzz.solarbuzz.solarbuzz.solarbuzz.solarbuzz.solarbuzz.solarbuzz.com/.com/.com/.com/.com/.com/.com/.com/4.4.4.4.4.4.4.4. http://energy.seekingalpha.com/article/21916http://energy.seekingalpha.com/article/21916http://energy.seekingalpha.com/article/21916http://energy.seekingalpha.com/article/21916http://energy.seekingalpha.com/article/21916http://energy.seekingalpha.com/article/21916http://energy.seekingalpha.com/article/21916http://energy.seekingalpha.com/article/219165.5.5.5.5.5.5.5. www.wuerthwww.wuerthwww.wuerthwww.wuerthwww.wuerthwww.wuerthwww.wuerthwww.wuerth--------solar.de/website/frames,LA,DE,KA,226.phpsolar.de/website/frames,LA,DE,KA,226.phpsolar.de/website/frames,LA,DE,KA,226.phpsolar.de/website/frames,LA,DE,KA,226.phpsolar.de/website/frames,LA,DE,KA,226.phpsolar.de/website/frames,LA,DE,KA,226.phpsolar.de/website/frames,LA,DE,KA,226.phpsolar.de/website/frames,LA,DE,KA,226.php6.6.6.6.6.6.6.6. wwwwwwwwwwwwwwwwwwwwwwww.whitfieldsolar.whitfieldsolar.whitfieldsolar.whitfieldsolar.whitfieldsolar.whitfieldsolar.whitfieldsolar.whitfieldsolar.com/index.html.com/index.html.com/index.html.com/index.html.com/index.html.com/index.html.com/index.html.com/index.html7.7.7.7.7.7.7.7. wwwwwwwwwwwwwwwwwwwwwwww.konarka.konarka.konarka.konarka.konarka.konarka.konarka.konarka.com/.com/.com/.com/.com/.com/.com/.com/8.8.8.8.8.8.8.8. www.solarbuzz.com/Marketbuzz2007www.solarbuzz.com/Marketbuzz2007www.solarbuzz.com/Marketbuzz2007www.solarbuzz.com/Marketbuzz2007www.solarbuzz.com/Marketbuzz2007www.solarbuzz.com/Marketbuzz2007www.solarbuzz.com/Marketbuzz2007www.solarbuzz.com/Marketbuzz2007--------introintrointrointrointrointrointrointro.htm.htm.htm.htm.htm.htm.htm.htm

Thanks for your AttentionThanks for your Attention

2008/9/4