April 27 Ut Presentation

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I just recently presented an update on the solar market and global policies to UT. Enjoy!

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  • 1/30/2015
  • Some areas have more production potential than others, but luckily, not too many people live in those blue regions.
    (point out Germany, Spain, the US, and what we can see of Japan, because on the next slide we see ……
  • HelioVolt Corporation
  • To examine
    Find source
    Tie contour lines to numbers
  • 1/30/2015
  • Key Point: To Compare HelioVolt process to Others
    Emphasize standard component vs. Cell-based CIGS processes
    Cell  Module conversion cost estimate ~$0.20-0.30
  • Bring market clearing bar back in?
    Can plot a line through the average module price
  • 1/30/2015
  • 1/30/2015
  • April 27 Ut Presentation

    1. 1. Growth of Distributed Solar Power Iga Hallberg - Vice President Business Development
    2. 2. Energy Generation and the Terawatt (TW) Challenge • Humanity uses 12 TW of power today – 1 TW = 1,000 GW (Gigawatts) • World will need 15 TW by 2012 • Only 5 known sources of energy are available on a TW scale* – Fossil fuels: Coal, oil, gas – Nuclear fuels – Solar • Only inherently distributed solution • No fuel cost *Prof. Nathan Lewis, http://nsl.caltech.edu/
    3. 3. Sun – Our Free Fuel! The earth receives more energy from the sun in just over one hour than the world uses in an entire year
    4. 4. Global solar resources 4
    5. 5. Northern Suburb of Tokyo
    6. 6. Global Solar Demand Source: Jeffries International, 2010
    7. 7. Policy Driven Demand MW
    8. 8. PV and Renewable Incentives 8
    9. 9. Source: Christopher O’Brien of Sharp Solar at EESI climate change meeting 2005 Example of successful long term solar incentives
    10. 10. Growing Competitiveness of Solar Source: McKinsey. (1) kWh = kilowatt hour; kWp = kilowatt peak; TWh = terawatt hour; Wp = watt peak; the annual solar yield is the amount of electricity generated by a south-facing 1 kW peak-rated module in 1 year, or the equivalent number of hours that the module operates at peak rating. (2) Tier 4 and 5 are names of regulated forms of electricity generation and usage. (3) Unsubsidized cost to end users of solar energy equals cost of conventional electricity. Annual solar energy yield (kWh/kWp(1)) Grid Parity as of(3) Today Size of electricity market TWh a year(1) Averagepowerpriceperhousehold($/kWh(1)) 1,000 1,500 2,000500 $0.3 $0.2 $0.1 $0.0 Costperwattatpeakhours($/Wp(1)) China India Greece Texas Australia SpainNew YorkFranceFinland Japan Germany Sweden Netherlands Denmark California Tier 4(2) 2020 California Tier 5(2) Hawaii Italy California $8.0 $6.0 $4.0 $2.0 Norway United Kingdom South Korea
    11. 11. In deregulated regions, fuel price depends on the marginal fuel Marginal Fuel Type for Electricity Production RMP Source: Energy Velocity, NERC ES&D Hydro Coal Natural Gas Primary Fuel Type Petro Discussion  Prices of the fuel type that sets the marginal price of electricity most impact electricity price  Natural gas sets the price for electricity in the Northeast, California, and Texas  This coincides with the regions with the highest average electricity prices and regions with deregulated markets Deregulated Regions
    12. 12. HelioVolt Introduction • Commercializing high-efficiency thin-film modules based on a proprietary CIGS manufacturing process • Founded in 2001 in Austin TX – Headquarters, Manufacturing and R&D (122,400 sqft) – 20 MW manufacturing capacity – Customer samples – Q1 2010; Certified product - Q3 2010 – Production ramp Factory 1 during H1 2010 – Production ramp Factory 2 during H1 2012 15
    13. 13. HelioVolt Confidential and Proprietary 16 Our Process vs. Alternatives Our Process Glass In Module Out Glass Preparation FASST® CIGS Process Module Formation Final Assembly & Test Competitors’ CIGS Cell-Based Processes Substrate In Module Out Substrate Preparation CIGS Process Contact & Grid Formation Cell Cut & Sort Cell Stringing Silicon Process Polysilicon Ingot Wafer Solar Cell Solar Module Final Assembly & Test Source: Wall Street research.
    14. 14. Solar Product Availability • Crystalline Silicon ~ 18% conversion efficiency • Multi-crystalline Silicon ~ 14% • Amorphous Silicon ~ 6-8% – Flexible and rigid • Cadmium Telluride ~ 9-10% – First Solar capturing significant market share for central power applications • CIS/CIGS ~10-12% – New commercial availability entering the market in 2010 85% of current market 15% of current market but fastest growing segment 17
    15. 15. Final Assembly & Test Module Formation FASST® CIGS Process Glass Preparation HelioVolt Module Production Process Glass In Module Out
    16. 16. Competitive Manufacturing Cost Potential is Key! Source: Greentech Media and Prometheus Institute. $1.26 $0.98 $0.89 $0.80 $61 $174 $100 $54 $76 $105 $52 $65 $0.00 $0.50 $1.00 $1.50 $2.00 $2.50 $3.00 $3.50 2008E 2010E 2012E 2015E Asia Multi-Si Euro Multi-Si Integ. Multi-Si Super Mono Si a-Si CdTe CIGS Asia Poly ($/kg) Euro Poly ($/kg)
    17. 17. Opportunities for a More Efficient Value Chain 20 Customer Installer Power Purchase Agreement Financing If buy power LLC Financing If own system Integrator/ System Designer Future Integrated Products Opportunity for Integration & System Cost Reduction Opportunity for Pre-engineered Solutions PV Module Mfgr Mounting & Wiring System Mfgr Inverter Mfgr
    18. 18. Solar Systems Around the World Utility Scale Commercial Roof Top Systems Google HQ - CaliforniaSolar farm - Germany Austin City HallResidential roof - California Building Integrated Hong Kong Science Center 21
    19. 19. Atlantic City Convention Center, NJ 2.3MW Largest rooftop solar PV project in North America 22
    20. 20. Example: Correlation between Daily PV Power Production and Energy Consumption of an Office Building in Spain 24h-Energy Profile 0:00 6:00 12:00 18:00 24:00 ElectricalEnergy[arb.units] Low Tariff Low TariffHigh Tariff Electricity supplied by Utility Fed-In Energy Solar Energy Energy consumption of building Electricity supplied by Utility Source: RWE Energie AG and RSS GmbH 23
    21. 21. In Summary – Rapidly Growing Global Market • Tremendous cost reductions making solar energy more affordable than ever • Grid parity in many markets • Financial services innovation and business models developing – PPAs, PACE • Technological breakthroughs and system integration continuing to drive low cost of solar energy – Key! - long term efficiency and reliability with exceptional performance
    22. 22. THANK YOU! IGA HALLBERG 512-767-6030 IHALLBERG@HELIOVOLT.COM
    23. 23. World’s Highest Performance, Lowest Cost, & Most Versatile Solar Power Platform

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