DISCLAIMER


LDK	
  GROUP	
  
COMPANY	
  UPDATE	
  



JUNE	
  2010	
  
DISCLAIMER	
  
The	
   presenta+on	
   is	
   prepared	
   by	
   LDK	
   Solar	
   Co.,	
   Ltd.	
   (“LDK"	
   or	
   th...
PRESENTATION	
  TOPICS	
  	
  
01	
  	
      Company	
  Snapshots	
  
02	
   	
     VerCcal	
  IntegraCon	
  
03	
   	
   ...
01.Company	
  Snapshots	
  	
  
•    Fast	
  Growing	
  Leading	
  PV	
  Manufacturer	
  	
   •  Global	
  Footprint	
  
 ...
Mission	
  &	
  Vision	
  	
  
                                                                    	
  “MISSION”	
  
  To	...
02.	
  Ver+cal	
  Integra+on	
  
UPSTREAM                         MIDSTREAM                                               ...
03.	
  Large	
  Scale	
  Capacity	
  



  6,000	
  MT	
                                       2.0	
  GW	
  capacity	
  ...
World’s	
  Largest	
  Wafer	
  Manufacturers	
  

                                      2.6 GW
                           ...
Wafer	
  Plants	
  

                       Solar College




                        Third Phase




                    ...
04.	
  Manufacturing	
  Facili+es	
  

                                                                3,000 MT
          ...
05.	
  State-­‐of-­‐the-­‐art	
  technology	
  
•  R&D	
  Team	
  
     •  164	
  +	
  team	
  of	
  dedicated	
  team	
  ...
06.	
  Stringent	
  Quality	
  Standards	
  
•    Quality	
  Control	
  Team	
         	
                 	
          •   ...
07.	
  Cost-­‐Compe++ve	
  Manufacturing	
  
    •        Vertical Integration                                   •     Low...
08.	
  Aprac+ve	
  Growth	
  Strategies	
  
                               Focus	
  on	
  low-­‐cost	
  strategies	
  &	
 ...
09.	
  Polysilicon	
  Plant	
  Update	
  
               LDK’s	
  Polysilicon	
  FaciliCes	
                          Prod...
Top-­‐of-­‐the-­‐line	
  Manufacturing	
  Facili+es	
  
Global	
  Partners,	
  Global	
  PV	
  Installa+ons	
  




                                        Czech	
  R.,	
  Espe	
...
DISCLAIMER


THANK	
  YOU	
  



JUNE	
  2010	
  
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The Solar Future DE - Xiaofeng Peng "What is the grid parity vision of the leading silicon and wafer manufacturer looking downstream?"

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Xiaofeng Peng - CEO LDK Solar

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The Solar Future DE - Xiaofeng Peng "What is the grid parity vision of the leading silicon and wafer manufacturer looking downstream?"

  1. 1. DISCLAIMER LDK  GROUP   COMPANY  UPDATE   JUNE  2010  
  2. 2. DISCLAIMER   The   presenta+on   is   prepared   by   LDK   Solar   Co.,   Ltd.   (“LDK"   or   the   “Company”)   and   is   being   presented   solely   for   the   purpose   of   corporate   communica+on   and   general   reference.   The   presenta+on  is  not  intended  as  an  offer  to  sell,  or  to  solicit  an  offer  to  buy  or  form  any  basis  of   investment   decision   for   any   class   of   securi+es   of   the   Company   in   any   jurisdic+on.   All   such   informa+on   should   not   be   used   or   relied   on   without   professional   advice.   The   presenta+on   is   a   brief   summary   in   nature   and   do   not   purport   to   be   a   complete   descrip+on   of   the   Company,   its   business,  its  current  or  historical  opera+ng  results  or  its  future  prospects.   This   presenta+on   contains   forward-­‐looking   statements   that   involve   risks   and   uncertain+es.   All   statements   other   than   statements   of   historical   facts   are   forward-­‐looking   statements.   These   statements  involve  known  and  unknown  risks,  uncertain+es  and  other  factors  that  may  cause  our   actual  results,  performance  or  achievements  to  be  materially  different  from  those  expressed  or   implied  by  the  forward-­‐looking  statements.   This   presenta+on   is   provided   without   any   warranty   or   representa+on   of   any   kind,   either   expressed   or   implied.   The   Company   specifically   disclaims   all   responsibili+es   in   respect   of   any   use   or  reliance  of  any  informa+on,  whether  financial  or  otherwise,  contained  in  this  presenta+on.  
  3. 3. PRESENTATION  TOPICS     01     Company  Snapshots   02     VerCcal  IntegraCon   03     Capacity   04     Manufacturing   05     Technology   06     Quality   07     Cost  CompeCCveness   08     Growth  Strategies   09     Polysilicon  Plant  Update  
  4. 4. 01.Company  Snapshots     •  Fast  Growing  Leading  PV  Manufacturer     •  Global  Footprint   •  Founded  in  2005,  in  Xinyu  City,  China   •  18,  000  Employees  worldwide   •  LDK  Solar  Co.  Ltd.   •  Sales  &  Marke+ng  offices  in  Asia,   •  IPO  June  1st  2007  (NYSE:LDK)   North  America  and  Europe   •  One  of  the  world’s  leading  low-­‐cost  PV   •  Worldwide  wafer  and  module   manufacturers  and  suppliers   distribu+on   •  VerCcally  Integrated   •  Polysilicon  m   •  Ingots   •  Wafers  “World’s  largest”   •  Cells   •  Module   •  Project  Development   LDK  Presence
  5. 5. Mission  &  Vision      “MISSION”   To  be  recognized  as  the  top  PV  brand    and  preferred  partner  in    the  solar  energy  industry.    “VISION”   To  be  focused  on  large  scale,  cost  effecCve  manufacturing  to  provide  cost-­‐compeCCve,   environmentally  friendly,  high-­‐quality  and  innovaCve  solar  energy  products  to  our  customers   worldwide. COMPANY  STRENTGHS     •  VerCcally  integrated  manufacturing   •  Large  scale  producCon  faciliCes   •  Proven  low-­‐cost  manufacturing   •  High-­‐quality  products   •  High-­‐efficiency  products   •  Leading  global  wafer  supplier   •  Diversified  global  customer  base  
  6. 6. 02.  Ver+cal  Integra+on   UPSTREAM MIDSTREAM DOWNSTREAM •  Controlling  and  Monitoring  along  the  value  chain  enables  us;   •  onsistently  build  high  quality  and  reliability  into  our  products   C •  p+mize  our  cost  structure  to  deliver  price-­‐compe++ve  products   O •  dopt  cueng-­‐edge  product  and  produc+on  technologies   A •  evelop  the  most  advanced  manufacturing  methods   D •  inimize  carbon  emissions  throughout  our  closed  loop  produc+on   M process  
  7. 7. 03.  Large  Scale  Capacity     6,000  MT     2.0  GW  capacity     2.0  GW     60  MW  capacity     600  MW   capacity  today   today   capacity  today   by  end  of  3Q  10   capacity  today     11,000  MT     2.2  GW  capacity     2.2  GW     240  MW  capacity     1.5  GW  capacity   capacity              by  the  end  of   capacity   by  end  of  2010   by  end  of  2010              by  the  end  of   2010              by  the  end  of   2010   2010     18.000  MT     2.6  GW     2.6  GW     480  MW     2.0  GW   capacity  by   capacity  by  end   capacity  by  end   capacity  by  end  of   capacity  by  end   end  of  2011   of  2011   of  2011   2011   of  2011  
  8. 8. World’s  Largest  Wafer  Manufacturers   2.6 GW Capacity by the end of 2011 2.2 GW Capacity by the end of 2.0 GW 2010 Capacity today
  9. 9. Wafer  Plants   Solar College Third Phase 1st & 2nd Phase
  10. 10. 04.  Manufacturing  Facili+es   3,000 MT Polysilicon Plant 2.0 GW Ingots, Wafers, Cells Factories 15,000 MT Polysilicon Plant
  11. 11. 05.  State-­‐of-­‐the-­‐art  technology   •  R&D  Team   •  164  +  team  of  dedicated  team  of  solar  scien+sts  and  engineers.   •  R&D  AcCviCes   •  Dedicated  corporate  R&D  centers  for  polysilicon,  ingot,  wafer,  cell,  module  and   installa+on  applica+ons   •  Joint  R&D  acCviCes  and  labs  with  universiCes   Parameters   In  5  Years   Total  Energy  ConsumpCon   120-­‐140kwh/kg   MulC-­‐ingot  size   G7(1000kg)   Wafer  Thickness   130-­‐160μm   Cell  Efficiency  (MulC-­‐crystalline)   19-­‐21%   Cell  Efficiency  (Mono-­‐crystalline)   21-­‐23%   Module  Efficiency  (MulC-­‐crystalline)   16-­‐20%   Module  Efficiency  (Mono-­‐crystalline)     19-­‐21%  
  12. 12. 06.  Stringent  Quality  Standards   •  Quality  Control  Team       •  Industry  Leading  Warranty:     •  600+  team  of  dedicated  team  of  quality   •  25-­‐year  transferable  module   control  staff.   power  output  warranty  enhances   •  Quality  Control  AcCviCes   customer  ROI   •  Stringent  quality  control  across  the   en+re  ver+cal  integra+on  value  chain  as   •  Bankability  of  our  products:     well  as  global  procurement  (machinery,   •  LDK’s  experience  and  Munich  RE   raw  materials,  product  components.)   product  insurance  makes  new   •  InternaConal  Quality  Standards   projects  finance  easier.     •  ISO  9001  Quality  Management   Standards   •  ISO  14001  Environmental  Life  Cycle   Management   •  PV  Modules  cer+fica+ons  from   interna+onal  quality  ins+tu+ons.  
  13. 13. 07.  Cost-­‐Compe++ve  Manufacturing   •  Vertical Integration •  Low Operating Costs •  High-quality and reliability •  China based manufacturing facilities •  Optimize cost structure •  Cost savings in labor, land, •  Adapt cutting edge production construction, utility, etc. technologies •  Develop most advanced manufacturing •  Methods •  Economies of Scale •  Kerf Loss & Yield •  Rapid response to market demand •  335 µm & 315 pitch for multi & mono wafers •  Cost-competitive procurement respectively •  Low wafer losses with SPC and Cpk practice •  New wire saws for wafers cutting •  Upgraded wire saws for brick squaring •  State-of-the Art technology •  Closed loop operations •  State of the art technology in all •  All production facilities all in China production lines saves energy & reduces cost. •  Transportation cost savings •  Minimize carbon emission thought our localized production process •  Slurry recovery 30 000 MT in Sep. 2009 and another 30,000 MT in the middle of 2010
  14. 14. 08.  Aprac+ve  Growth  Strategies   Focus  on  low-­‐cost  strategies  &   1 Maintain  cost  leadership   ConCnue  to  ramp  up     2 polysilicon  producCon   Further  established  module  brand  &   3 Increase  module  sales   ConCnue  to  strength     4 verCcal  integraCon   5 Consider  strategic  alliances     &  acquisiCons  
  15. 15. 09.  Polysilicon  Plant  Update   LDK’s  Polysilicon  FaciliCes   ProducCon  has  begun  in  the  15,000MT  plant   •  2  ProducCon  Sites  –  both  in  Xinyu   September 2009 Today   “Ma  Hong”  Plant   Started Ramp Up •  7  Km  East  of  LDK’s  HQ   Production Proceeding •  15,000  MT  Planned  Capacity   Quickly   “Xia  Cun”  Plant   •  15  km  North  of  LDK’s  HQ   2009 2010 Now •  3,000  MT  Planned  Capacity   •  LDK’s  Polysilicon  Facili+es  are  Designed  with   LDK  Polysilicon  ProducCon  (MT)   “Best  in  Class”  philosophy:   •    Lowest-­‐cost  Proven  Technology   •    Semiconductor  Grade  Polysilicon   Total 1Q 10: 692 MT 288 MT •    Low  Environmental  Impact:  “Si  In  –  Si  Out”   •    Highest  Design  Safety  Standard   228 MT 176 MT •    Highly  Instrumented  and  Automated  
  16. 16. Top-­‐of-­‐the-­‐line  Manufacturing  Facili+es  
  17. 17. Global  Partners,  Global  PV  Installa+ons   Czech  R.,  Espe   Belgium,  Enfinity   Italy,  Espe   China,  LDK  
  18. 18. DISCLAIMER THANK  YOU   JUNE  2010  
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