Solar PV Ed 6 2009

Table of Contents

1. EXECUTIVE SUMMARY

• Overview of the solar PV market
  • Market leaders
  • Silicon producers
  • Solar PV technology
  • End-use of solar PV
• USA
• Europe
• Germany
• Rest of the World
• China

2. DEVELOPMENT OF SOLAR PHOTOVOLTAICS

• Solar photovoltaics
• Solar cell development
• Conditions of use of solar PV cells
• Solar insolation
• Cold weather
• Cloud conditions
• Isolated generation
• PV and the environment

3. APPLICATIONS OF SOLAR PV TECHNOLOGY

• Simple PV systems
• BIPV - Buildings as energy systems and collectors of solar energy
• PV with battery storage
• Balance of system: storage
• PV with generators
• PV connected to utilities
• Utility-scale power
• Hybrid power systems
• Distributed generation

4. PV INDUSTRY VALUE CHAIN

• Feedstock
  • Polysilicon
  • Thin Film Photovoltaic (TFPV) technology
  • Ingot and wafer production
• Solar cell and modules
• Balance of system (BOS)
• Vertically integrated companies

5. PHOTOVOLTAIC FEEDSTOCK - SILICON

• Overview
• Background
• Silicon Recycling
• Companies involved in recycling
  • Canadian Solar
  • Eagle Silicon
  • Ergon Solair-WonlexTech Group
  • ErSol.
  • First Solar
  • GE Energy/Astropower
  • Poseidon Solar Services
  • ReneSola
  • SolarWorld
• Recycling future development
• Cost pressure on feedstock process
• Silicon prices
• Electronic grade silicon producers
• Dedicated photovoltaic grade silicon production

6. THIN FILM PHOTOVOLTAICS (TFPV)

• TFPV 2nd Generation
• Alternative thin film materials
• Thin film producers
  • First Solar
  • Shell Solar
  • Sharp
  • Fuji Electric
  • Sanyo
  • Uni-Solar
  • G24i Innovations Ltd
  • Honda
  • HelioVolt
  • NanoSolar
  • Ascent Solar
  • Solibro AB

7. ANNUAL SALES AND INSTALLED SOLAR PV GENERATING CAPACITY

• Investment
• Germany
• Japan
• United States
• China
• India
• Austria
• France
• Italy.
• Spain
• Netherlands
• Australia
• Canada
• Mexico
• South Korea

8. GLOBAL INSTALLED SOLAR PV CAPACITY PROJECTION TO 2013

9. PRODUCTION OF SOLAR PV CELLS

• Production capacity MW

10. MANUFACTURERS OF SOLAR PV

• Solar photovoltaic manufacturers

11. NATIONAL SOLAR INDUSTRIES AND COMPANY PROFILES

• Japan
• Production of silicon feedstock, ingots and wafers for solar cells
  • Tokuyama
  • Mitsubishi Materials Corporation
  • Sumitomo Titanium Corporation
  • M. Setek
  • JFE Steel
  • Shin-Etsu Handotai
  • Sumco Corporation
• Manufacture of solar cells and modules
  • Sharp Corporation
  • Kyocera
  • Sanyo Electric Company
  • MSK Corporation
  • Mitsubishi Electric
  • Mitsubishi Heavy Industries
  • Kaneka Solartech
  • Canon
  • Fuji Electric
  • Hitachi
  • Honda Soltec
  • Matsushita Ecology Systems
  • Showa Shell Sekiyu
  • Kobelco (Kobe Steel)
• Housing construction companies
  • Daiwa House Group
  • Misawa Homes
  • Sekisui Heim
  • PanaHome Corporation
• United States
• Production of silicon feedstock, ingots and wafers for solar cells
  • REC Silicon
  • Hemlock Semiconductor
  • MEMC Electronic Materials
  • Hoku Scientific
• Calisolar
• The company has scheduled a 50MW plant to utilise the technology in 2009
• Production of photovoltaic cells and modules
  • GT Solar
• USA cell and module companies
  • Suntech
  • First Solar
  • United Solar OVONICS
  • BP - Solar (formerly BP Solarex in the United States)
  • Shell Solar (USA-formerly Siemens Solar Industries)
  • Schott Solar (formerly RWE Scott, and previously ASE Americas)
  • GE
  • Evergreen Solar
  • SunPower Corporation
  • Solec International
  • United Solar Systems Corporation (USSC)
  • EPV Energy Photovoltaics Inc
  • Amonix
  • Entech
  • Akeena Solar, Inc (AKNS.OB)
• Germany
• Production of silicon feedstock, ingots and wafers for solar cells
  • Wacker-Chemie AG
  • Joint Solar Silicon GmbH
  • Deutsche Solar AG
  • Other German silicon producers
• German producers of solar cells and modules
  • In 2007, Germany dominated the top ten of solar cell producers:
  • Q-Cells
  • Schott Solar (formerly RWE Schott Solar)
  • SolarWorld AG
  • Shell Solar
  • BP Solar
  • Solarwatt
  • ErSol
  • Sunways AG
  • Wurth Solar GmbH
  • Production of silicon
• Spanish producers of solar cells and modules
  • Isofoton
  • BP Solar Espana
• France
  • Photowatt International
  • Tenesol
  • Free Energy Europe S.A.
  • Solems S.A.
• Italy
  • Eurosolare SA
  • Helios
• Denmark
• Belgium
  • Photovoltech
• Netherlands
• Norway
  • REC (Renewable Energy Corporation)
  • Elkem
  • PVT Austria
  • SED
  • Powerquant
  • Ertex Solar
  • Fronius International
  • Isovolta AG
• Sweden
  • Gallivare PhotoVoltaic AB
  • Solibro AB
  • ArcticSolar AB
  • ScanModule AB
• Portugal
• Belgium
  • Photovoltech
• Switzerland
• United Kingdom
• Production of silicon feedstock, ingots and wafers for solar cells
  • PV Crystalox Solar PLC
  • PowerFilm, Inc
  • Sharp
  • ICP Solar Technologies UK Ltd
• China
• Production of silicon feedstock, ingots and wafers for solar cells
  • Asia Silicon Co., Qinghai
  • Aixin Silicon Sci-Tech Industrial Park
  • CSG Holding
  • Emei Semiconductor Material
  • Jaco Solarisi
  • Jiaozou Coal Industry Group
  • Based Jiaozuo, Henan. Estimated output of polysilicon in 2008 was 1,000 MT
  • Jinyi Silicon (GINET)
  • Luoyang Zhonggui
  • Na' Nan Sanjing Silicon
  • Based in Fujian, the company' s polysilicon output in 2007 was 3,000 MT
  • Ningxia Solar
  • NK Technology
  • Ningxia Sunshine Silicon Industry Company Ltd
  • Huinong, Shizuishan, NingxiaTongwei and Juxing
  • Production of polysilicon estimated 2008
  • Shangxin Silicon
  • Sichuan Xinguang
• Ingot and wafer producers
  • Yangguang Solar
  • LDK Solar High Tech Co
  • Jiangsu Shunda
  • Renesola Ltd
  • Xi' an Longji Silicon Industry Group
  • GT Solar Technologies
• Producers of solar cells and modules
  • Suntech Power Co. Ltd
  • Baodiang Tianwei Yingli Green Energy Solar Company
  • China Sunergy
  • Nanjing CEEG PV-Tech (NPV)
  • China Xianjiang SunOasis Ltd
  • BP SunOasis
  • Ningbo Solar Electric Power Co. Ltd
  • Jiangsu Shunda PV Tech Co. Ltd
  • CEEG Shanghai Solar Energy Science and Technology Co. Ltd
  • Trina Solar Limited (TSL)
  • Jiangsu Linyang Solarfun Power Holdings (SOLF)
  • J A Solar Holdings Co. Ltd (JASO)
  • Jinggong (P-D) Shaoxing Solar Energy Technology Co. Ltd
  • Wuhan Rixin Technology Co. Ltd
  • China Solar Power (Holdings) Ltd (CSP)
• Taiwan
  • Motech Solar
  • Big Sun Energy
  • Del Solar
  • E-TON Solartech Co. Ltd
  • Gintech
  • Green Energy Technology (GET)
  • Solartech Energy Corp
  • Sinonar Solar Corp
  • Top Green Energy Technologies
• India
  • Central Electronics Ltd (CEL)
  • Bharat Heavy Electricals Ltd (BHEL)
  • Moser Baer PV India
  • Rajasthan Electricals & Instruments Ltd (REIL)
  • Tata BP Solar India Ltd
• Other Suppliers
• Australia
  • BP Solar
  • Dyesol Ltd
• Canada
  • Canadian Solar Inc
  • First Solar, Inc
  • ICP Solarl Technologies
  • Photowatt Technologies, Inc
• Korea
  • Hyundai Heavy Industries
  • Kyungdong Photovoltaic Energy Co. Ltd (KPE)
  • KD Solar Co
  • Millinet Solar
  • S-energy Co
  • BP DonhgHae
  • LG Industrial System Co

12. NATIONAL TARGETS AND INCENTIVES FOR RENEWABLE ENERGY

• Renewable energy targets
• Feed-in tariffs (FITs) and RPS
• Comparison of feed-in tariffs and RPS
• EU and feed-in tariffs
• US and RPS
• The feed-in tariff in Europe
• The evolution of RPS Policy in the United States
• Europe  the EU Renewable Energy Directive
• Investor confidence, price, and policy cost
• Effectiveness
• Innovation and technology diversity
• Ownership structure
• Conclusion
• Feed-in tariffs in the United States

13. SUPPORT PROGRAMMES FOR SOLAR PHOTOVOLTAICS

• US Federal and State incentives
  • Federal tax incentives August 2007
  • SEIA Roadmap
  • Photovoltaics technology plan
  • Fundamental research
  • Advanced materials and devices
  • Technology development
  • Objectives of the programme
  • Near - term goals
  • Long - term goals
• Japan
  • Subsidies
  • R&D Strategies
  • Long term targets after year 2010
• Europe
• Germany
  • Industry support
  • National programme for consumers
  • Research, development and demonstration
• Finland
• France
  • Development
• Italy
• Netherlands
  • Research and development
• Norway
  • Research and development
• Portugal
  • Research and development
  • Future outlook
• Spain
  • Research and development
  • Future outlook
• Sweden
  • Research and development
  • Future outlook
• Switzerland
  • Marketing
  • Research, development and demonstration
• United Kingdom
  • Research, development and demonstration
  • Future outlook
• Australia
• Canada
  • Research and development
• China
• India
• Indonesia
• Israel
  • Research and development
• Kenya
• Korea
  • Research, development and demonstration
  • Future outlook
• Mexico
  • Research, development and demonstration
  • Future outlook
• South Africa
  • PV programmes
  • National Electrification Programme
• Thailand

14. PRICES

15. FORECASTING A NEW TECHNOLOGY

• Experience curves and progress ratios (PR)

16. ACKNOWLEDGEMENTS