SunPower - U.S. Chamber of Commerce Foundation...SunPower At A Glance Solar Technology and Energy Services Provider • 2014 revenue >$2.5 billion • > 10,000 employees & JV partners

© 2015 SunPower Corporation

SunPower

Marty Neese – Chief Operating Officer

@MartyNeese /// [email protected]

November 9, 2015

1

SunPower At A Glance

Solar Technology and Energy Services Provider

• 2014 revenue >$2.5 billion

• > 10,000 employees & JV partners

• > 5 GW solar PV deployed

• Strategic investment by Total SA: #10, F5002

• Record breaking solar cell and panel efficiency1

• >300 patents worldwide

• Global diversity: homes to power plants

• ~1,800 dealer partners worldwide

POWER PLANTS COMMERCIAL RESIDENTIAL

1 SunPower holds the world-record large Silicon panel efficiency (21.4%). Green, M. A., et. al. “Solar Cell Efficiency Tables (version 39),” Progress in Photovoltaics, 2013, vol. 21, p1-11 2

Source: 2013 Fortune 500 Global Ranking

.

2 © 2015 SunPower Corporation |

Confidential | © 2014 SunPower Corporation 3 3

Residential Distributed Generation


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Commercial Distributed Generation


5 Confidential | © 2015 SunPower Corporation | 5 5 © 2015 SunPower Corporation |

Power Plants

© 2015 SunPower Corporation | 6

© 2015 SunPower Corporation |

Inspiration Products Materials Processes Iterate

7

Inspiration: Introduction to Circular Economy – Research,

Learn, Be Inspired

•Operations Staff: Self-Study as

“homework”

•July 2014 – Presentation and

Introduction

By Andrew Morlet – CEO, EMF



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Products: Cradle to Cradle Certification –

C2C Product Innovation Institute

9 Confidential | © 2015 SunPower Corporation |

SunPower Environmental Advantage

• Why C2C?

• Fortune 500 = 40%, Fortune 100 =

63% Climate/Carbon Reduction Goals

• Fortune 50 = 88% LEED Goals

• Most cost-effective: Can provide 11-14

points towards USGBC LEED certification

(40 point minimum).

Clean from start to finish… to start



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Materials: Close our “loops” – Triple

Certified Factories, Waste, Raw Materials


Triple Certified Factories: LEED, C2C, ZWTL

LEED: Leadership in Energy & Environmental Design

Fabs 2, 3, Fab 3 Central Admin Building, Philippines

• 2015: Mexico

• 2016: South Africa, France

C2C: Cradle to Cradle

Mexico, France

• 2015: Philippines

• 2016: South Africa

ZWTL: Zero Waste to Landfill

Mexico

• 2015: Philippines, France

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http://www.google.com.mx/url?url=http://mitchelldesignbuild.com/2013/06/mitchell-design-build-client-rochester-midlands-achieves-leed-certification/&rct=j&frm=1&q=&esrc=s&sa=U&ei=tnUTVJ_PENjV8gWZzIG4DQ&ved=0CD8Q9QEwBQ&usg=AFQjCNFvjRXXqsHisoBhwgQX8Mid-KzHjw

http://www.google.com.mx/url?url=http://mitchelldesignbuild.com/2013/06/mitchell-design-build-client-rochester-midlands-achieves-leed-certification/&rct=j&frm=1&q=&esrc=s&sa=U&ei=tnUTVJ_PENjV8gWZzIG4DQ&ved=0CD8Q9QEwBQ&usg=AFQjCNFvjRXXqsHisoBhwgQX8Mid-KzHjw

v Biological cycles Technical cycles

Biochemical

feedstock

Refurbish/

remanufacture

Recycle

Reuse/redistribute

Maintenance Cascades

Parts manufacturer

Product manufacturer

Service provider

Extraction of

biochemical feedstock

Restoration

Anaerobic digestion/

composting

Biogas

Farming/

collection

Collection

Leakage to be minimised

Landfill

Energy recovery

Collection

Mining/materials

manufacturing

Increasingly powered by

renewable energy

Step 1: Reliability – Made the product last

longer - from 25 to 40 years

1

2

3

4


Biochemical

feedstock

Refurbish/

remanufacture

Recycle

Reuse/redistribute


Parts manufacturer


Service provider

Extraction of


Restoration


composting

Biogas

Farming/

collection

Collection


Landfill

Energy recovery

Collection

Mining/materials

manufacturing


renewable energy



1

2

3

4

Step 2: Quality – Made the product more

robust, simple and inexpensive to maintain

v


Biochemical

feedstock

Refurbish/

remanufacture

Recycle

Reuse/redistribute


Parts manufacturer


Service provider

Extraction of


Restoration


composting

Biogas

Farming/

collection

Collection


Landfill

Energy recovery

Collection

Mining/materials

manufacturing


renewable energy



1

2

3

4



v vv

Step 3: Reuse/Recycle – Enabled the reuse

and recycling of all materials (Aluminum,

Silicon, Copper & Glass >97% of BOM)


Biochemical

feedstock

Refurbish/

remanufacture

Recycle

Reuse/redistribute


Parts manufacturer


Service provider

Extraction of


Restoration


composting

Biogas

Farming/

collection

Collection


Landfill

Energy recovery

Collection

Mining/materials

manufacturing


renewable energy



1

2

3

4



v

Step 3: Reuse/Recycle – Enabled the reuse

and recycling of all materials (Aluminum,

Silicon, Copper & Glass >97% of BOM)v

Step 4: Triple Certified – Zero to landfill, eco-

friendly factories, maximum use of PV

vv



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Processes: Change processes – Embed

“Upcycling”, Innovation Stage Gates



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Iterate: What else can we do? – Extended Supply Chain,

Business Models, Products as Systems, Both Loops?

© 2014 SunPower Corporation | Confidential

PV system

Polysilicon

Ingot production

Wafering

Cell production

Module production

Establish

Baseline

X%

%

%

%

%

%

x%

PV system

Poly Si

Ingot production

Wafering

Cell production

Module production

Build

Transition

Scenario

Y

%

%

%

%

%

%

y%

SunPower

SunPower

SunPower

China, Taiwan

China, Taiwan

US, Germany Future

Baseline in 2015 Goals: “Close” ALL Loops

Improve by 50% in 2016

Extended Supply Chain

19 19 Confidential | © 2015 SunPower Corporation |


Power Plants

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Business Models


• Power Plant Asset Ownership via Yieldco & 8point3 IPO

• Smart Energy as a Service


SPMX Produces C2C Certified Panels

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“Solar Star”: 579MW Oasis Power Plant – Better By Design


• Lifecycle Assessment Results: < 9 months energy payback time

• Equates to 10-12g CO2e/kWh (coal=1150, natural gas=600)



• Typical Customer saves more than 30% on energy costs

• 1MW of solar reduces CO2 by > 1200 metric tons / year / site

“Helix”: Rooftop, Carport, Tracker System – Better By Design


Bringing It All Together

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Introduction to Circular Economy– Research, Learn, Be Inspired

Cradle to Cradle Certification– C2C Product Innovation Institute

Close our “loops” – Waste, Raw Materials

Change our processes – Triple Certified Factories, Innovation

Stage Gates

What else can we do? – Extended Supply Chain, Business Models, Products as

Systems, Both Loops? More Cycles of Learning – Like Today!!

Thank You

Let’s change the way our world is powered.

© 2015 SunPower Corporation 24

Documents

SunPower - U.S. Chamber of Commerce Foundation...SunPower At A Glance Solar Technology and Energy Services Provider • 2014 revenue >$2.5 billion • > 10,000 employees & JV partners