SolFocus Corporate PowerPoint Template · SolFocus Typical PV 1 axis Thin Film Typical PV Fixed p. ... 25% efficiency, 20% GCR; First Solar: 11% efficiency, 50% GCR , High DNI location

© SolFocus, Inc. 2009Patents Pending

Concentrator PVDeployment ExperienceAnd US Opportunities

Kelly DesyManager, Government Relations

and Public Policy

Slide 2

© SolFocus, Inc. 2009; Patents Pending

Provide Lowest Cost Solar Energy in High DNI

(Sunny) Locations

• High Efficiency Systems

• Low-cost, High Volume Manufacturing

• Highest Reliability and Field Durability

• Field Deployment Expertise and Experience

SolFocus Vision

Slide 3


Agenda

CPV Technology and Application

Global Deployments

Expanding the PV Market

CPV in the US Market

Concluding Comments

Slide 4


Optics Collect & Focus a Large Area of Light onto a Small

Solar Cell

– Approaches: Refractive (Fresnel), Reflective (Mirrors), or

Combination

– Concentration: (HCPV) 400 – 1,200 Suns Currently

Concentrator PV (CPV) Technology

Slide 5


Use High Performance (>2x efficiency than Silicon) Multi-

junction Cells

Provide Performance Stability at High Temperatures

Tremendous Headroom for Future Improvements

Accurately Track the Sun Throughout the Day – Dual

Axis

Excellent Match to Peak Demand

Concentrator PV (CPV) Technology

Slide 6


Result: High Efficiency Panels

Highest conversion efficiency

Steepest future increases in efficiency – significant headroom

Efficiency is key driver of LCOE

0%

5%

10%

15%

20%

25%

30%

35%

2007 2008 2009 2010 2011 2012

Ra

ted

Eff

icie

nc

y

First Solar Q cells (typical PV) SunPower SolFocus

SF1100

SF1000

Thin Film

Best in Class

Silicon PV

Average

Silicon PV

Best of Class

SolFocus

CPV

Slide 7


High Efficiency Advantages

Highest Energy Output per MW Installed

Less Installed Equipment for Same Energy Output

Tracking For High Energy Yield Matched to Peak Demand

Scalability Ideal for Distributed Generation

0.00

0.50

1.00

1.50

2.00

2.50

3.00

3.50

Mohave: DNI 8.3 kWh/m2/Day

SolFocus Typical PV 1 axis Thin Film Typical PV Fixed

Energ

y/R

ate

d P

ow

er

(MW

/kW

p

Slide 8


No Solar Silver Bullet

Lowest LCOE potential

High energy density

Matches peak load

demand

Best in hot climates

Readily scalable to GW

Tracking for high yield

Requires direct sunlight

Photovoltaics (PV)

Conventional Si

Concentrator PV

CPV

Thin Film Concentrated Solar Power

CSP

Mature technology

Indirect sunlight

acceptable

Tracking optional

Efficiency approaching

limits of technology

Performance

degrades at high

temperatures

Indirect sunlight

acceptable

Less temperature

degradation than

silicon PV

Suited to rooftops/

construction

Lowest Efficiency

Cost effective in large

installations

Mature solar

technology

Significant water usage

(850 g/MWh)

Requires large

deployments for cost

efficiency

Slide 9


CPV

Crystalline

Thin Film

CPV Best in Sunny Regions

CPV

CPV

Fastest Growing, Best-ROI Solar Markets

~35% of Land Area, 40% of Global Population

1,890 – 3,000 Wm2 per year (Phoenix average 2,260)

Slide 10


Low Cost Solar Energy

LCOE numbers shown are mean numbers for Si PV and CdTe Thin Film

LCOE numbers encompass all costs including equipment, installation, BOS, repair and replace, maintenance, CapEx

LCOE calculations are based on Phoenix, AZ location; inflation 2.5%; real discount rate of 7.5%

Source: industry reported data through 2010, projections through 2012

0

5

10

15

20

25

30

2009 2010 2011 2012

Mean PV Mean TF CPV

¢/k

Wh

CPV is on the Fastest Cost Reduction Path

Slide 11


Agenda


Global Deployments



Concluding Comments

Slide 12


Puertollano and Almoguera, Spain

Installed June – August 2008

500kW SolFocus, 3MW Total

Facility

5-6 Different Technologies

Power Plant and Test Facility

Slide 13


CPV Deployment at ISFOC

Slide 14


7.2kW SF-1000 CPV Systems

Installed June 2008

Fremont, CA

PG&E – KGO – SolFocus Showcase

Slide 15


Reliability Designed into Product

Only CPV Product Certified to IEC 62108 Standards

Only CPV product CEC Listed for CSI Rebates (CA)

Equipment in Field for 3 Years with Support Data

Dedicated Reliability Team Independent of Engineering

Dedicated Quality Team from Supply Chain to Field

Reliable and Proven

Slide 16


Agenda


Global Deployments



Concluding Comments

Slide 17


General Consensus in PV Market Forecast from Range of Analysts

– Flattening of demand in 2009, followed by renewed strong growth

– Estimated world wide PV market of 5.5-7GW in 2010, 7-9GW in 2011, 10MW in 2012

Ground Mount Assessed as Expected Percent of Total PV at Country Level

Approximately 50% of Total Demand Available to Ground Mount Solutions

Market Size and Trends

* Demand forecasts are subject to uncertainty.

Goldman Sachs (2008)

Prometheus, 2007

GreenTech Base, March 2009

GreenTech Low, March 2009

Barclays Base, May 2009

GreenTech, Scaled for Ground Mount

EPIA Moderate

0.0

2.0

4.0

6.0

8.0

10.0

12.0

14.0

16.0

2006 2007 2008 2009 2010 2011 2012

GW

Year

Slide 18


CPV Highest Growth Sector of PV Market

43% Growth > 6

DNI Regions

CPV Competitive Above 6 DNI in 2010; 1.2GW Available Market

Moving Forward will be Competitive at Lower DNI Ranges

6+ DNI Range Growing at 43%; <6 DNI regions Growing at 26%

Slide 19


Agenda


Global Deployments



Concluding Comments

Slide 20


Ideally Suited for the SW U.S.

Source: SWERA and NREL

Slide 21


The American Recovery and Reinvestment Act of 2009 • Expanded tax credits for capital investments in solar projects

• Solar project grants in lieu of ITC

• Loan guarantees for emergent technologies

• State Energy Programs

• RD&D funding

• Federal agency procurement

• Manufacturing investment tax credit

Renewable Portfolio Standards and DG/Solar Carve-Out

Production Incentives• California Solar Initiative

• Feed in tariffs

Net Metering• Expanding legislation in sunny states

• Industrial, commercial and local government

US Market Drivers – Near Term

Slide 22


American Clean Energy Security Act (ACES)

• National RES

• Cap on emissions puts a price on carbon

• Investment in new clean energy technologies

• Clean energy bank

Increasing Public Awareness and Demand

Environmental Policy

US Market Drivers – Long Term

Slide 23


Best in Class Thin Film Land Use: 2.3 acres

SolFocus Land Use: 2.0 acres

Best in Class Thin Film

Permanent Shading:

1.2 acres

SolFocus Panels:

0.4 acres

SolFocus CPV Results in Much Less Land Impact than Thin Film for

Given Energy Output

No permanent shading

On-going land impact

limited to pedestal area

Less total land use

required

Land Impact

Assumptions: SolFocus: 25% efficiency, 20% GCR;

First Solar: 11% efficiency, 50% GCR , High DNI

location (Mojave).

Land impacts for SolFocus and 11%

Efficient Thin Film Solutions

(1 GWh/Year site)

SolFocus Land Impact: 0.01 acres

Slide 24


Scalability from Small to Large Utility-Scale Plants

Deployment Size Flexibility while Maintaining Cost Effectiveness

Solutions Expandable with Growing Demand

Ideally Suited for Distributed Generation near Use Points

Scalability of Plant Size

2 MW

20-50+ MW

200 kW

1.5 MW Industrial

Slide 25


Best Cradle-to-Cradle Footprint

• Minimum Use of Photovoltaic

Materials

• High Recyclability (97%)

• Short Energy Payback

Optimized Land Use

• No Permanent Shadowing

• Single Pole Trackers, Minimal

Land Coverage/Disruption

• Flexible Layout of Sites for

Reduced Environmental Impact

Ideal for Large-Scale Distributed

Generation

No Water Consumption

Environmentally Advantaged

SolFocus CPV System;

Recyclability based on Weight

Steel 53%

Aluminum

25%

Glass 19%

Copper 1%

Non-recyclable 3%

Ave

rag

e y

ears

for

each c

ate

gory

SolFocus

CPV

Other CPV Cadmium

TF

Silicon

PV

Energy Consumed

Energy ProducedEnergy Payback Time

(EPBT)=

Slide 26


CPV – A Validated Market?

In Conclusion

High Concentration Systems Cells

Abengoa Solar Energy Innovations Scaled Solar Arima

American CPV Enfocus Sharp Azur Spze

Amonix Entech Sol3g CESI

Arima Ecoenergy ESS SYSTEM Solar Systems Cyrium

Boeing EverPhoton Solar Tech Emcore

Concentracion Solar La

Mancha

Green & Gold Solar Tec AG Epistar

Concentrating Tech. GreenVolts SolFocus IQE

Concentrix Solar Guascor Foton Soliant Energy Microlink Devices

Cool Earth IBM Sungri Quantasol

Daido Steel Isofoton Xtreme Energetics Sharp

Delta Electronics Menova Spectrolab

Emcore Opel Spire

ENEA Pyron VPEC

Slide 27


CPV – Scalable Manufacturing

In Conclusion

Slide 28


Providing Advanced Technology Solutions

Advancing America’s Clean Tech Industry

Renewable Energy Leadership and Excellence

Slide 29


CPV Brings Highest Conversion Efficiency

CPV Delivers Highest Energy Harvest

CPV Provides Lowest Cost of Energy in Target Markets

CPV Is the Most Environmentally Advantaged

Innovation for a New Energy Future

Slide 30


THANK YOU

For more information or to see deployed

SolFocus solar solutions go to:

www.solfocus.com

http://www.solfocus.com/

Documents

SolFocus Corporate PowerPoint Template · SolFocus Typical PV 1 axis Thin Film Typical PV Fixed p. ... 25% efficiency, 20% GCR; First Solar: 11% efficiency, 50% GCR , High DNI location