Wind Turbine Supply Chain Strategies, 2009-2020

Table of Contents

I. EXECUTIVE SUMMARY

II. GLOBAL WIND TURBINE MARKET FORECASTS

• 1. Global Wind Power Forecasts: 2009 - 2020
  • Crisis Deepens in 2009, Early 2010 Followed by Strong 2011 Rebound
  • Long-Term Forecast: Annual MW Added Rises to Over 60 GW by 2020
• 2. Global Onshore Wind Market Forecasts: 2008 - 2020
  • Europe Onshore Wind Market Forecast
  • North America Onshore Wind Market Forecast
  • Asia Pacific Onshore Wind Market Forecast
  • Rest of World Onshore Wind Market Forecast
• 3. Global Offshore Wind Market Forecasts: 2008 - 2020
  • Europe Offshore Wind Market Forecast
  • North America Offshore Wind Market Forecast
  • Asia Pacific Offshore Wind Market Forecast

III. WIND TURBINE COMPONENT MARKET TRENDS AND FORECASTS

• 1. Global Wind Turbine Market Trends
• 2. Wind Turbine Product and Technology Trends
  • Led by the US, Average Turbine Size Scales Past 1.5 MW
  • Leading OEMs Leverage Dual-Product Platforms for Global Market Share
  • New Turbine Roll-out Forces Key Decisions Based on Markets, Internal Research and Development
  • Generator Solutions Under Consideration as Turbines Scale
  • Drive Train Innovations Leading to Gearless Solutions
  • Weight vs. Generator Size Shapes Turbine Scale-up Strategies
  • Siemens Leads Offshore Turbines, Vying for Track Record
• 3. Global Wind Turbine Market Forecasts by Turbine Size
  • Onshore Sustaining Growth with Multiple Sizes of Turbines Based on New Market Emergence
  • Offshore Wind Turbine Market Forecasts by Turbine Size
• 4. Wind Turbine Component Market Trends
  • Wind Turbine Pricing Trends
  • O&M Focus Shifts to Component Level
  • Wind Turbine Blade Market Trends: 2009 - 2020
  • Wind Turbine Gearbox Market Trends: 2009 - 2020
  • Wind Turbine Generator Market Trends: 2009 - 2020
  • Wind Turbine Tower Market Trends: 2009 - 2020
• 5. Wind Turbine Component Market Investment: 2009 - 2020

IV. WIND TURBINE OEM SUPPLY CHAIN STRATEGIES

• 1. Competitive Analysis of Wind Turbine OEMs
  • Product and Technology Strategies
  • Wind Turbine Manufacturing Strategies
    • Consolidated Europe Manufacturing Builds on Investments in Iberia, Offshore
    • Vestas Leads US Manufacturing Explosion
    • Asia Pacific Manufacturing Base Builds Up in China
• 2. Component Supply Chain Positioning
  • Outsourcing Opportunities Booming as Global Market Expands
  • 1.5 MW to 3 MW Products Key to Competitiveness
  • Component Manufacturing Location Overview
    • Europe Leverages Germany, Spain Production Hubs
    • US Rapidly Scales Facility Investments China Extends Component Supply Reach
• 3. Wind Turbine OEM Production Strategies
  • Vestas Wind Systems
  • GE Energy
  • Gamesa Eolica SA
  • Enercon GmbH
  • Suzlon Energy
  • Siemens Wind Power
  • Acciona Windpower SA
  • REpower Systems
  • Nordex AG
  • Alstom Ecotecnia
  • Mitsubishi Heavy Industries
  • Goldwind Science & Technology (Goldwind)
  • Sinovel
  • Dongfang Turbine
  • Clipper Windpower
  • Fuhrlander AG
  • WinWinD
  • DeWind Inc.
  • Multibrid
  • AAER Inc.
  • Eolica del Zenete (EOZEN)
  • IMPSA Wind
  • Kenersys
  • MTorres Group
• 4. Emerging Chinese OEMs
  • Guangdong Mingyang Wind Power Technology Co. (Mingyang)
  • Shenyang Huachuang Wind Energy Corp. (Huachuang)
  • Baoding Huide Wind Power Engineering Co. (Baoding Huide)
  • CSIC Chongqing Haizhuang Windpower Equipment Co. (CSIC Haizhuang)
  • CSR Zhuzhou Electric Locomotive Research Institute (CSR ZELRI)
  • Hanwei Wind Power Equipment Co. (Hanwei Wind)
  • Hunan Hara XEMC Windpower Co. (Hunan Hara XEMC)
  • Liaoning GaoKe Energy Group (GaoKe)
  • Jiangsu Xinyu Wind Power Equipment Co. Ltd. (CPC New Unite)
  • Sewind Co.
  • Shenyang Huachuang Wind Energy Corp. (Huachuang)
  • Zhejiang Huayi Wind (HeWind)
  • Zhejiang Yunda Wind Power Co. (Windey)
• 5. Emerging Korean OEMs
  • Unison Corp.
  • Hyosung Corp.
  • Samsung Heavy Industries (Samsung)
• 6. Emerging European OEMs
  • BARD Engineering
  • Leitwind

V. COMPETITIVE TRENDS IN WIND TURBINE BLADE SUPPLY

• 1. Wind Turbine Blade Supply Trends
  • Four Competitor Segments Pit Local vs. Global Players, In-house vs. Outsource
  • Blade Sourcing Strategies Diverging as OEMs Expand
  • Suppliers Challenged to Balance Product Portfolio, Production Capacity Expansion
• 2. Regional Blade Supply Trends
  • Blade Supply Strategies in North America
  • Blade Supply Strategies in Europe
  • Blade Supply Strategies in China
• 3. Blade Supplier Profiles
  • LM Glasfiber
  • Euros
  • Zhonghang (Baoding) Huiteng Windpower Equipment (HT Blade)
  • Molded Fiber Glass Companies (MFG)
  • SINOMA
  • SGL Rotec
  • Shanghai FRP Research Institute (Shanghai FRP)
  • Tecsis
  • Tianjin Dongqi Wind Energy Blades Engineering Co. (Tianjin Dongqi)
  • TPI Composites
  • Lianyungang Zhongfu Lianzhong Composites Group (Zhongfu Lianzhong) and SINOI Aeroblade

VI. COMPETITIVE TRENDS IN WIND TURBINE GEARBOX SUPPLY

• 1. Gearbox Supply Trends
  • Select OEM Clients Key to Growth Plans
  • Production Increasing In Home Markets for Models 2 MW and Larger
• 2. Regional Gearbox Supply Trends
  • Gearbox Supply Strategies in North America
    • Major Gearbox Investments Yet to Emerge
    • Local US Gearbox Market to Receive Reinforcements
  • Gearbox Supply Strategies in Europe
  • Gearbox Supply Strategies in China Gearbox Players Move to Multi-Megawatt Segment and Face Foreign Competition
• 3. Gearbox Supplier Profiles
  • Hansen Transmissions
  • Winergy AG
  • Moventas Oy
  • Bosch Rexroth AG
  • Renk AG
  • Brad Foote Gear Works (Brad Foote)
  • The Eickhoff Group
  • Echesa S.A. (Gamesa Energy Transmissions)
  • Jahnel-Kestermann Getriebewerke (JaKe)
  • Gebox SL (Pujol Muntala)
  • Zollern AG
  • Ishibashi Manufacturing Co., Ltd.
  • China High Speed Transmission Equipment Group Co., Ltd (CHSTE)
  • Chongqing Gearbox Co., Ltd
  • Hangzhou Advance Gearbox Group Co., Ltd.
  • Other Gearbox Supplier Profiles
    • Deyang Dongfang Heavy Machinery & Electric (Deyang Dongfang)
    • Dalian Heavy Industry (DHI)
    • China National Erzhong Group

VII. COMPETITIVE TRENDS IN WIND TURBINE BEARINGS SUPPLY

• 1. Bearings Supply Trends
  • Product and Manufacturing Trends
• 2. Regional Bearings Supply Trends
  • Bearings Supply Strategies in North America
    • Wind Bearings Investments Surge in 2008
    • Other Bearings Trends
  • Bearings Supply Strategies in Europe
  • Bearings Supply Strategies in China
• 3. Bearings Supplier Profiles
  • SKF Group
  • NTN Corporation
  • The Timken Company
  • Schaeffler FAG
  • Rothe Erde Slewing Bearing
  • Rollix
  • Kaydon
  • IMO Group
  • NKE Bearings
  • NSK Corporation
  • Wafangdian Bearing Group Co., Ltd. (ZWZ)
  • Zhejiang Tianma Bearing Co., Ltd. (TMB)
  • Luoyang LYC Bearing Co.

VIII. COMPETITIVE TRENDS IN WIND TURBINE TOWER SUPPLY

• 1. Tower Supply Market Overview
  • Local OEMs Anchor Tower Manufacturing Viability
• 2. Tower Supply Trends
• 3. Regional Tower Supply Trends
  • Tower Supply Strategies in North America
    • Competition Sparks Differentiation
    • Tower Facility Location Crucial to Remaining Competitive
    • Economy Dampens US Tower
    • Manufacturing Ramp-ups
  • Tower Supply Strategies in Europe
  • Tower Supply Strategies in China
• 4. Tower Supplier Profiles
  • Europe Tower Supplier Profiles
    • Hendricks Industries (Roug A/S)
    • Coiper (Construcciones y Montajes del Noroeste)
    • Bladt Industries A/S
    • Leucci Costruzioni SpA
    • Skykon Group A/S (Welcon A/S and Welcon Towers Ltd)
    • Martifer Energy Systems
    • Windar
    • Schaaf Industrie AG (SIAG)
    • Ambau GmbH Stahl- und Anlagenbau DS SM A/S
    • KGW Schweriner Maschinen- und Anlagenbau GmbH (KGW)
    • SAM Stahlturm- & Apparatebau (SAM)
    • Seeba Energy Farming GmbH (Seeba)
  • US Tower Supplier Profiles
    • DMI Industries
    • Tower Tech Systems
    • Trinity Structural Towers
    • T. Bailey
    • Ameron International Corporation
  • China Tower Supplier Profiles
    • Qingdao Wuxiao Tower Co.
    • Shanghai Taisheng Power Engineering Machinery Co.
    • Jilin Tianhe Wind Power Equipment Manufacture Co.

IX. COMPETITIVE TRENDS IN WIND TURBINE GENERATOR SUPPLY

• 1. Generator Supply Trends
  • Major OEMs Diversify DEFIG Suppliers in Scaling Portfolios
  • Shift to Permanent Magnet, >3 MW Products Key to Long-Term Competitiveness
• 2. Regional Generator Supply Trends
  • Generator Supply Strategies in North America
  • Generator Supply Strategies in Europe
  • Generator Supply Strategies in China
• 3. Generator Supplier Profiles
  • ABB Group
  • Elin EBG Motoren GmbH
  • Winergy AG
  • Ingeteam Corporacion SA
  • Converteam SA
  • Leroy-Somer (Emerson)
  • VEM Sachsenwerk GmbH
  • TECO Westinghouse
  • IEC Holden
  • Yongji Electric Motor Factory (CNR)
  • Lanzhou Electric Corp.
  • Other Generator Supplier Profiles

LIST OF EXHIBITS

I. EXECUTIVE SUMMARY

II. GLOBAL WIND TURBINE MARKET FORECASTS

• 1. EER Four-Phase Forecast Methodology Overview
• 2. Global Wind Cumulative MW Installed by Region: 2000 - 2020
• 3. Key Sources of MW Growth: 2008 - 2011
• 4. Core Assumptions by Region, Global MW Added: 2009 - 2020
• 5. Global Wind MW Added by Region: 2000 - 2020
• 6. Global Wind MW Added, Onshore vs. Offshore: 2000 - 2020
• 7. Global Wind Onshore Cumulative MW Installed by Region: 2000 - 2020
• 8. Global Wind Onshore MW Added by Region: 2000 - 2020
• 9. Europe Wind Onshore Cumulative MW Installed by Country: 2000 - 2020
• 10. Europe Wind Onshore MW Added by Country: 2000 - 2020
• 11. North America Onshore Cumulative MW Installed by Country: 2000 - 2020
• 12. North America Onshore MW Added by Country: 2000 - 2020
• 13. Asia Pacific Wind MW Onshore Cumulative Installed by Country: 2000 - 2020
• 14. Asia Pacific Wind MW Onshore Added by Country: 2000 - 2020
• 15. Rest of World Wind Cumulative MW Installed by Country: 2000 - 2020
• 16. Rest of World Wind MW Added by Country: 2000 - 2020
• 17. Global Wind Offshore Cumulative MW Installed: 2000 - 2020
• 18. Global Wind Offshore MW Added by Region: 2000 - 2020
• 19. Europe Wind MW Offshore Cumulative Installed by Country: 2000 - 2020
• 20. Europe Wind MW Offshore MW Added by Country: 2000 - 2020
• 21. North America Wind MW Offshore Cumulative Installed by Country: 2000 - 2020
• 22. North America Wind MW Offshore MW Added by Country: 2000 - 2020
• 23. Asia Pacific Wind MW Offshore Cumulative Installed by Country: 2000 - 2020
• 24. Asia Pacific Wind MW Offshore Added by Country: 2000 - 2020

III. WIND TURBINE COMPONENT MARKET TRENDS AND FORECASTS

• 1. Global Wind Penetration by Region: 2009
• 2. Global Average Wind Turbine Size: 2001 - 2008
• 3. 2008 Turbine Installations by Vendor and Turbine Size
• 4. Recent Turbine Roll-outs and Projects
• 5. Turbine Offer by Generator Type
• 6. Geared vs. Gearless Turbine Installations: 2001 - 2008
• 7. Multi-Megawatt Turbine Top Head Mass and Nameplate Capacity
• 8. Offshore Wind Turbine Products
• 9. Global Annual Installed by Rated Turbine Capacity
• 10. Offshore Wind Turbine Market Forecast by Turbine Size: 2008 - 2020
• 11. Wind Project Cost Breakdown Overview
• 12. Key Component Failure Rates vs. Downtime
• 13. Blade Unit Demand for New Turbines Forecast: 2009 - 2020
• 14. Gearbox Unit Demand for New Turbines Forecast: 2008 - 2020
• 15. Generator Unit Demand for New Turbines Forecast: 2008 - 2020
• 16. Tower Unit Demand for New Turbines Forecast: 2008 - 2020
• 17. Key Turbine Component Investment (US$ Million): 2005 - 2015

IV. WIND TURBINE OEM SUPPLY CHAIN STRATEGIES

• 1. Turbine Technology Offer Overview
• 2. Global Turbine Manufacturing Trends Overview by Region
• 3. Top 15 Turbine Suppliers' Manufacturing Presence
• 4. Europe Manufacturing Position
• 5. Major OEM US Manufacturing Investments
• 6. Chinese Wind Turbine Production Facility Locations, Operational and Planned
• 7. Turbine Manufacturer - Component Supplier Relationships Overview
• 8. Wind Turbine Sourcing Strategy Trends by Component: 2008
• 9. Component Demand Overview by Turbine Size: 2008
• 10. Select Major European Component Supplier Locations
• 11. North America Component Manufacturing Geographic Footprint
• 12. China Component-Manufacturing Geographic Footprint
• 13. Vestas Wind Systems Global Turbine Delivery and Supply Chain Overview
• 14. GE Energy Global Turbine Delivery and Supply Chain Overview
• 15. Gamesa Eolica SA Global Turbine Delivery and Supply Chain Overview
• 16. Enercon GmbH Global Turbine Delivery and Supply Chain Overview
• 17. Suzlon Energy Global Turbine Delivery and Supply Chain Overview
• 18. Siemens Wind Power Global Turbine Delivery and Supply Chain Overview
• 19. Acciona Windpower SA Global Turbine Delivery and Supply Chain Overview
• 20. REpower Systems Global Turbine Delivery and Supply Chain Overview
• 21. Nordex AG Global Turbine Delivery and Supply Chain Overview
• 22. Alstom Ecotecnia Global Turbine Delivery and Supply Chain Overview
• 23. Mitsubishi Heavy Industries Global Turbine Delivery and Supply Chain Overview
• 24. Goldwind Science & Technology Global Turbine Delivery and Supply Chain Overview
• 25. Sinovel Global Turbine Delivery and Supply Chain Overview
• 26. Dongfang Turbine Delivery and Supply Chain Overview
• 27. Clipper Windpower Turbine Delivery and Supply Chain Overview
• 28. Fuhrlander AG Global Turbine Delivery and Supply Chain Overview
• 29. WinWinD Turbine Delivery and Supply Chain Overview
• 30. Multibrid Supply Chain Overview
• 31. AAER Inc. Supply Chain Overview
• 32. IMPSA Wind Supply Chain Overview
• 33. Kenersys Supply Chain Overview

V. COMPETITIVE TRENDS IN WIND TURBINE BLADE SUPPLY

• 1. Independent Blade Supplier Competitive Positioning
• 2. Blade Supplier Customer Relationships and Demand Overview
• 3. Independent Blade Supplier Production Overview
• 4. Overview of Major North America Blade Manufacturing Facilities
• 5. Overview of Major Europe Blade Manufacturing Facilities
• 6. Blade Capacity Expansion Plans in China - Independent Suppliers
• 7. LM Glasfiber Company Overview
• 8. LM Glasfiber Manufacturing Locations Overview
• 9. Euros Company Overview
• 10. Zhonghang (Baoding) Huiteng Windpower Equipment (HT Blade) Company Overview
• 11. Molded Fiber Glass Companies
• 12. SINOMA Company Overview
• 13. SGL Rotec Company Overview
• 14. Shanghai FRP Research Institute Company Overview
• 15. Tecsis Company Overview
• 16. Tianjin Dongqi Wind Energy Blades Engineering Co. Company Overview
• 17. TPI Composites Company Overview
• 18. Lianyungang Zhongfu Lianzhong Composites Group, SINOI
• 19. Aeroblade Company Overview

VI. COMPETITIVE TRENDS IN WIND TURBINE GEARBOX SUPPLY

• 1. Gearbox Supplier Competitive Positioning
• 2. Gearbox Supplier Customer Relationships and Demand Overview
• 3. Gearbox Supplier Overview
• 4. Overview of Major North American Gearbox and Gearing Facilities
• 5. Overview of Major European Gearbox and Gearing Facilities
• 6. Overview of Major Chinese and Foreign Gearbox and Gearing Facilities
• 7. Hansen Transmissions
• 8. Winergy AG
• 9. Moventas Oy
• 10. Bosch Rexroth AG
• 11. Renk AG Overview 2009
• 12. Brad Foote Gear Works
• 13. The Eickhoff Group
• 14. Echesa S.A. (Gamesa Energy Transmissions)
• 15. Jahnel-Kestermann Getriebewerke
• 16. Gebox SL (Pujol Muntala)
• 17. Zollern AG
• 18. Ishibashi Manufacturing Co., Ltd.
• 19. China High Speed Transmission Equipment Group Co., Ltd.
• 20. Chongqing Gearbox Co., Ltd. , Hangzhou Advance Gearbox Group Co., Ltd.

VII. COMPETITIVE TRENDS IN WIND TURBINE BEARINGS SUPPLY

• 1. Bearings Supplier Competitive Positioning
• 2. Bearings Supplier Overview
• 3. Overview of Major North American Bearings Manufacturing Facilities
• 4. Overview of Major European Bearings Manufacturing Facilities
• 5. Primary Bearings Supplier Product Portfolios
• 6. SKF Group
• 7. NTN Corporation
• 8. The Timken
• 9. Schaeffler FAG
• 10. Rothe Erde Slewing Bearing
• 11. Rollix
• 12. Kaydon
• 13. IMO Group
• 14. NKE Bearings
• 15. NSK Corporation
• 16. Wafangdian Bearing Group Co., Ltd.
• 17. Zhejiang Tianma Bearing Co., Ltd.
• 18. Luoyang LYC Bearing Co.
• 19. Iljin Industrial Corp., Ltd.
• 20. RBC Bearings

VIII. COMPETITIVE TRENDS IN WIND TURBINE TOWER SUPPLY

• 1. Tower Supplier Competitive Positioning
• 2. Tower Supplier Customer Relationships and Demand Overview
• 3. Tower Supplier Overview
• 4. Overview of Major North American Tower Manufacturing Facilities
• 5. Overview of Major European Tower Manufacturing Facilities
• 6. Overview of Major Chinese Tower Manufacturing Facilities
• 7. Hendricks Industries (Roug A/S)
• 8. Coiper
• 9. Bladt Industries A/S
• 10. Leucci Costruzioni
• 11. Skykon Group A/S
• 12. Martifer Energy Systems
• 13. Windar
• 14. Schaaf Industrie AG
• 15. Ambau GmbH Stahl- und Anlagenbau
• 16. DS SM A/S
• 17. KGW Schweriner Maschinen- und Anlagenbau GmbH
• 18. SAM Stahlturm- & Apparatebau
• 19. Seeba Energy Farming GmbH
• 20. DMI Industries
• 21. Tower Tech Systems
• 22. Trinity Structural Towers
• 23. T. Bailey
• 24. Ameron International Corporation
• 25. Qingdao Wuxiao Tower Co.
• 26. Shanghai Taisheng Power Engineering Machinery Co.
• 27. Jilin Tianhe Wind Power Equipment Manufacture Co.

IX. COMPETITIVE TRENDS IN WIND TURBINE GENERATOR SUPPLY

• 1. Generator Supplier Competitive Positioning
• 2. Generator Supplier Customer Relationships and Demand Overview
• 3. Major Generator Suppliers Overview
• 4. Overview of Major North America Generator Manufacturing Facilities
• 5. Overview of Major Europe Generator Manufacturing Facilities
• 6. Overview of Major China Generator Manufacturing Facilities
• 7. ABB Group
• 8. Elin EBG Motoren GmbH
• 9. Winergy AG
• 10. Ingeteam Corporacion SA
• 11. Converteam SA
• 12. Leroy-Somer (Emerson)
• 13. VEM Sachsenwerk GmbH
• 14. TECO Westinghouse
• 15. IEC Holden
• 16. Yongji Electric Motor Factory
• 17. Lanzhou Electric Corp.