The Solar Future DE - Ben Hill "What is the 2013 vision of a global leading manufacturer of crystalline modules?"
1. The
PV
Industry
in
2013:
With
Efficiency
and
Quality
beyond
Grid
Parity
Ben
Hill,
Vice-‐President
Europe
Solarplaza
The
Solar
Future
conferece
8
June
2010
Munich
2. 1. Who
we
are
2. Major
market
developments
3. Major
technology
developments
4. Crystalline
versus
thin
film
5. Grid
parity
and
beyond
3. Company
Snapshot
Global Market Share:
~ 9%
China ROW Czech Rep.
3-5% 2-3% 4-6%
● Founded
in
1997,
in
Changzhou,
China
USA Germany
29-31%
● $845.1
millions
of
Revenue
in
FY09
France
13-15%
4-6% Spain
● 7,900
employees
worldwide1
Italy 10-12%
19-21%
Belgium
7-10%
● Listed
on
the
NYSE
(under
TSL
Wcker)
2010E
● One
single
manufacturing
campus
750-800MW
Over
700
MW
modules
shipped
since
2006
Our
Advantage:
VerFcally
Integrated
Business
Model
Ingot
Wafer
Cell
Module
System
1_As
of
January
2010
3
4. 1. Who
we
are
2. Major
markets
3. Major
technology
developments
4. Crystalline
versus
thin
film
5. Grid
parity
–
and
then?
5. Global
Market
Overview
2010-‐2012
Global
PV
demand
is
quickly
shiNing
from
Europe
to
other
emerging
regional
markets
Europe
to
conWnue
steady
growth,
but
lose
in
overall
global
market
share
APAC
markets,
parWcularly
China,
India,
and
Japan,
will
grow
dramaWcally
in
coming
years
North
American
markets
(US
&
Canada)
poised
for
rapid
growth
in
next
3
years
2012 Global PV Demand (Est)
ROW
2011 Global PV Demand (Est) 3%
ROW Asia
2% 24%
2010 Global PV Demand (Est) Europe
Asia
54%
20% NA
Asia ROW
NA Europe 18%
NA 12% 1%
9% 16% 62%
Europe
78%
Source:
internal
es>mates
5
5
Source: Internal Estimates based on various reports
6. Regional
Market
Outlook:
Europe
Key
European
Markets
in
2010
Trina
Sales
Presence
Representative examples of projects developed by our customers all around Europe
26 MW in Murcia, Spain 205 kW in Galargues, 20 kW in a Rome 3,3 MW PV plant in 40 MW rooftop in 100 kW in
(South Eastern France) school, Italy Bavaria, Germany Belgium Arcadia, Greece
6
7. Regional
Market
Outlook:
USA
Key
16
State
Markets
in
2010
Trina
Sales
Presence
2.4
MW
roofop
AtlanWc
City
ConvenWon
Center
2
MW
ground-‐mount
Colorado
State
University
Large-‐scale
roofop
Large-‐scale
ground-‐
mount
7
8. Regional
Market
Outlook:
Asia-‐Pacific
Key
APAC
Markets
in
2010
1.8
MW
ground-‐mount
Naju
City,
Korea
31.5
kW
ground-‐mount
700
kW
ground-‐mount
Alice
Springs,
Australia
Tibet,
China
8
9. Outlook
2013
• Ad
creaWve
picture
of
e.g.
crystall
ball
9
10. 1. Who
we
are
2. Major
markets
3. Major
technology
developments
4. Crystalline
versus
thin
film
5. Grid
parity
–
and
then?
12. Enhance
efficiency
of
solar
cell
Quad
MAX–
NEW
square
MONO
crystalline
cell
with
advanced
producFon
process:
1. Two
high
temperature
thermal
processes
2. AddiWonal
prinWng
and
cleaning
step
3. Usage
of
special
paste
for
cell
surface
→
Conversion
efficiency:
up
to
18.8%
→
Average
efficiency:
18.1%
18.8%
cell
efficiency1
TSM-‐DC80
–
The
QuadMAX
module
ExcepWonal
module
conversion
efficiency
of
up
to
15.6%
Modules
using
QuadMAX
technology
have
up
to
8%
more
power
output
AestheWc
appearance
of
QuadMAX
cell
provides
perfect
design
soluWon
for
residenWal
building
applicaWons
1_
based
on
test
laboratory
produc>on
12
13. Reduce
BOS
costs
Source: Martha Lutz-Steiner, Helmholtz-Zentrum Berlin
13
