Group 10

Chemical Bath DepositionChemical Bath Deposition

John BamberJohn Bamber

Monika MiroslawMonika Miroslaw

Skye RootSkye Root

Greg ScharnGreg Scharn

Stephen ShihStephen Shih

Solar Cell IndustrySolar Cell Industry-- Huge growth space-- Huge growth space

22Group 10Group 10

Solar Cell Industry Solar Cell Industry – High growth rate– High growth rate

TEXAS (Commodity Online):TEXAS (Commodity Online): Global Global solar cell manufacturing industry is in for solar cell manufacturing industry is in for shining times ahead as its capacity will shining times ahead as its capacity will grow 56% in 2009 grow 56% in 2009 to 17 GW. Ramped to 17 GW. Ramped capacity, which was only 2.3 GW in 2005, capacity, which was only 2.3 GW in 2005, is forecast to grow at is forecast to grow at a compound annual a compound annual growth rate of 49%growth rate of 49% to more than 42 GW in to more than 42 GW in 2013. 2013.

33Group 10Group 10

The major types of Solar CellThe major types of Solar Cell

44

Silicon-Silicon-CrystallineCrystalline

Thin-Film Thin-Film

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Thin-Film – The Rising StarThin-Film – The Rising Star

In 2005, 95% of solar cell manufacturing In 2005, 95% of solar cell manufacturing capacity was for crystalline silicon solar capacity was for crystalline silicon solar cells and 5% for thin film solar cells. cells and 5% for thin film solar cells.

In 2009, thin film will account for more In 2009, thin film will account for more than 20% of capacity. By 2013, thin film than 20% of capacity. By 2013, thin film technologies are forecast to account for as technologies are forecast to account for as much as 30% of solar cell capacity. much as 30% of solar cell capacity.

55Group 10Group 10

Group 10Group 10 66

CBD vs. CdS LayerCBD vs. CdS Layer

Group 10Group 10 77

Low Temp. Continuous CBDLow Temp. Continuous CBDProcess and apparatus Process and apparatus patent by Dr. Changpatent by Dr. Chang

Proof of concept and film Proof of concept and film characterization in characterization in progressprogress

No cost data availableNo cost data available

Independent industry Independent industry expert sees value in IP expert sees value in IP

Group 10Group 10 88

Potential Business Models

Sell IPSell IP

License IPLicense IP

Provide Deposition ServiceProvide Deposition Service

Build and sell equipment that uses IPBuild and sell equipment that uses IP

Strategic Diamond – Arenas IStrategic Diamond – Arenas I

99

ArenasArenas

StagingStaging

DifferentiatorsDifferentiators

VehiclesVehiclesEconomic Economic LogicLogicThin-film Thin-film

Deposition is key Deposition is key to low-cost solar to low-cost solar cellcell

Continuous Continuous Processing Processing Enables Efficient, Enables Efficient, high volume high volume operationoperation

Invention produces Invention produces higher quality films higher quality films than Chemical Bath than Chemical Bath DepositionDeposition

Lower waste than Lower waste than conventional conventional processingprocessing

Core Core TechnologiTechnologi

eses

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Strategic Diamond – Arenas IIStrategic Diamond – Arenas II

1010

ArenasArenas

StagingStaging

DifferentiatorsDifferentiators

VehiclesVehiclesEconomic Economic LogicLogic

To create value by To create value by licensing our licensing our novel technology novel technology or offering or offering customized customized manufacturing manufacturing equipments.equipments. Group 10Group 10

We are located at We are located at the beginning of the beginning of the value chain, the value chain, the very upper the very upper stream of the stream of the whole solar cell whole solar cell industry.industry.

Services/productsServices/productsService Service licensing/sellinglicensing/sellingCustomized Customized equipmentsequipments

Value Value Creating Creating

Strategic Diamond – VehiclesStrategic Diamond – Vehicles

1111Group 10Group 10

ArenasArenas

StagingStaging

DifferentiatorsDifferentiators

VehiclesVehiclesEconomic Economic LogicLogic

Service / Service / technology technology licensinglicensing

Internal Internal DevelopmDevelopm

entent

If we offer If we offer equipment, how?equipment, how? Joint Ventures, Joint Ventures, AllianceAlliance

Strategic Diamond -- Strategic Diamond -- DifferentiatorsDifferentiators

1212Group 10Group 10

ArenasArenas

StagingStaging

DifferentiatorsDifferentiators

VehiclesVehiclesEconomic Economic LogicLogic

We can offer We can offer

customizecustomizedd manufacturing manufacturing processes processes /equipments /equipments

Since the Since the manufacturing manufacturing processes and processes and equipments are equipments are simpler, the simpler, the

priceprice will be will be lower than our lower than our competitors’competitors’

If we license our If we license our technology, the technology, the speed to market speed to market will be very fast.will be very fast.If we offer the If we offer the manufacturing manufacturing equipment, the equipment, the

speed to speed to marketmarket will be will be longerlonger

The Cadmium is The Cadmium is toxin. Our whole toxin. Our whole process is in a process is in a enclosed, low enclosed, low temperature temperature micro-reaction micro-reaction system. It’s system. It’s

much safer much safer than those than those currently appliedcurrently applied

Strategic Diamond – StagingStrategic Diamond – Staging

1313Group 10Group 10

ArenasArenas

StagingStaging

DifferentiatorsDifferentiators

VehiclesVehiclesEconomic Economic LogicLogic

Focused initially Focused initially in solar panel in solar panel market, it maybe market, it maybe expanded into expanded into other thin-film other thin-film applications, such applications, such as anti-reflective as anti-reflective coating of certain coating of certain optic devicesoptic devices

Competition in Competition in the solar cell the solar cell industry is industry is severe. Time is severe. Time is critical.critical.We must be We must be quick!quick!

Strategic Diamond –Strategic Diamond – Economic Logic Economic Logic

1414Group 10Group 10

ArenasArenas

StagingStaging

DifferentiatorsDifferentiators

VehiclesVehiclesEconomic Economic LogicLogic

Our low cost Our low cost advantage comes advantage comes from the from the innovation of CBDinnovation of CBD

A process A process advantageadvantage

Since we can offer Since we can offer a much more cost-a much more cost-efficient process efficient process to our customers, to our customers, we may acquire we may acquire premium from premium from themthem

Other OpportunitiesOther Opportunities

Innovations using low temperature:Innovations using low temperature:

– ClothingClothing

– TentsTents

– Optical DevicesOptical Devices

BA560 Venture Planning Prof. DowlingBA560 Venture Planning Prof. Dowling 1515

Don’t KnowDon’t Know

Actual CostsActual Costs

Actual comparison of material usageActual comparison of material usage

How defensible is the IP How defensible is the IP

Group 10Group 10 1616

Group 10Group 10 1717

Questions?