National Semiconductor Honors Presentation

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National Semiconductor Honors Presentation

  1. 1. National Sun<br />(Names Removed)<br />
  2. 2. Project Description<br />Methodology<br />Market Research<br />Financial Research<br />Recommendations<br />Questions <br />Agenda<br />
  3. 3. National Semiconductor<br />Market Research Project<br />Market Analysis<br />Potential Success <br />Recommendations<br />Project Description<br />
  4. 4. Optimizes energy output<br />Ideal for non-uniform conditions<br />Increases array output 10% – 30%<br />SolarMagic<br />
  5. 5. Initial research<br />Internet articles<br />Press releases<br />Technical research<br />Interviews<br />Financial statements<br />Analyst reports<br />Methodology<br />
  6. 6. Analysis<br />Excel models<br />Recommendations development<br />Methodology<br />
  7. 7. Market Research <br />
  8. 8. Growth potential<br />2008 install capacity and generation<br />Projected 40%-50% CAGR<br />Industry maturity 2030<br />Forecast<br />
  9. 9. International Market Segmentation<br />Customers<br />Growing Markets<br />Existing solar system owners <br /><ul><li>Spain
  10. 10. Germany
  11. 11. Australia
  12. 12. Japan
  13. 13. China
  14. 14. India
  15. 15. Africa
  16. 16. USA</li></li></ul><li>United States<br />Go Green<br />Stimulus Package<br />Spain and Germany<br />Backward Integration <br />Japan<br />High Demand<br />Top 3 Market Segments<br />
  17. 17. Business Partner Evaluation<br />Industry Leaders<br />The top 10 module manufacturers<br /><ul><li>Kyocera
  18. 18. Sharp
  19. 19. Sanyo
  20. 20. Suntech
  21. 21. Sunpower
  22. 22. Conergy
  23. 23. Sunergy
  24. 24. First Solar
  25. 25. Solarworld
  26. 26. Q-Cells</li></li></ul><li>Sharp<br />Q-Cells<br />Suntech Power<br />Strategy<br />Market share<br />Forecast<br />Financials<br />Top B2B Partner Strategy<br />
  27. 27. Q-Cells<br /># 1 leader in PV manufacturing<br /> Growth<br /> U.S. Focus<br />Top B2B Partner Strategy<br />
  28. 28. Sharp <br /># 2 leader in PV manufacturing<br /> Located in key market<br /> Huge growth and support<br />Top B2B Partner Strategy<br />
  29. 29. Suntech Power<br />Growth and strength<br /> Strategic in Spain and Germany <br /> China based <br />Top B2B Partner Strategy<br />
  30. 30. Enphase Energy<br />Enphase Energy Inverter <br />Micro Inverter<br />MorningStar<br />Sunsaver Maximum Power Point Tracking<br />Act Solar<br />Power String<br />Competitor Products<br />
  31. 31. Financial Research<br />
  32. 32. Pricing Model<br />
  33. 33. Pricing Model<br />
  34. 34. Pricing Model<br />
  35. 35. PG&E Baseline Territory X<br />Value Proposition <br />
  36. 36. Demand: 700 kWh<br />ValueProposition<br />
  37. 37. Demand: 1300 kWh<br />Value Proposition<br />
  38. 38. Payback<br />
  39. 39. Return on Investment<br />
  40. 40. Recommendations<br />
  41. 41. Push Strategy<br />Module Manufacturer<br />Local Installers<br />Strategic Recommendations<br />
  42. 42. Module Manufacturers<br />Increase efficiency <br />Increase TAM<br />Ingredient branding<br />Local Installers <br />Increase service line<br />Backward and forward<br />Support<br />Strategic Recommendation<br />
  43. 43. Recap:<br /> International focus<br />U.S., Germany and Spain, Japan<br />B2B:<br />Q-Cells, Sharp, Suntech Power<br />Price ceiling $175<br />Strategic Recommendation<br />
  44. 44. Questions<br />

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