How innovation in solar technologies can speed up the deployment of solar to reach 8519 GW by 2050?

1. PV+ Fast-tracking the deployment of
solar
Dr. Zhengrong Shi
Chairman/CEO of Sunman Energy
Smart Energy Summit 2020/9/30

2. Outline
• Current state of the global PV Industry
• Cell and module technology development trends
• PV+ Fast-tracking the Clean Energy Transition

3. CoVID-19 accelerates the clean
energy transition
Source: EMBER – “A half-yearly analysis of Europe’s electricity transition”

4. Trend of Worldwide Solar PPA prices
Trend of the lowest bidding price for solar generation
2013 to 2020 (cents/kWh)
2019-2020 Lowest Solar power prices by country
(US cents/kWh)
8.30
4.97 4.97
2.42
1.79 1.75 1.644 1.60 1.35 1.32
In August 2020, Portugal reached record low solar electricity price of 1.32 US cents/kWh;
In China's 2020 bidding project, Qinghai Hainan Prefecture's reached a record low of 3.46 US cents/kWh
Source: China Photovoltaic Industry Association
2013 2014 2015 2016 2017 2019 2019 2020 2020 2020
USA UAE SAU UAE SAU BRA POR QAT UAE POR
1.32 1.36 1.60
3.14
3.46
5.94
9.80
10.90
POR UAE QAT IND CHN DEU JAP BGD

5. China PV Module Production Output Trends
• 2019 module output: 98.6GW
 83.6% increase compared to 2016
• 2020H1 module output: 53.3GW
 13.4% increase YoY
UNIT：GW
53.7
75.04
84.3
98.6
53.3
0
20
40
60
80
100
120
2016 2017 2018 2019 2020H1
83.6%
Source: China Photovoltaic Industry Association

6. China leading the world in installed PV Capacity
0
50
100
150
200
250
2016 2017 2018 2019 2020H1
GW
China has a total installed capacity
of 216 GW
 Total Added Capacity: 23 GW2020H1
China Cumulative Installed Solar Capacity by Year (GW)
Source: China Photovoltaic Industry Association

7. Module Power Class increases
P-type Poly P-type Mono N-type Mono
0
100
200
300
400
500
600
700
800
900
M2 G1 M6 M10 M12
2019.12:
800W
20+
500W+
Source: China Photovoltaic
Industry Association

8. Development of Polysilicon Feedstock
• Batch size increased from 12 pairs to 48
pairs.
• The energy consumption of polysilicon
production has been reduced from
250kWh/kg to 40 kWh/kg
• Polysilicon costs continue to fall, driving
module prices down further

9. Development of Silicon Wafers
4.5 t
2.7 t
0.5 t
Single crystal furnace
monthly output
Wafer
Thickness
300 μm
200 μm
180 μm
150 μm
Wafer
Size
125 mm
156 mm
156.75 mm
210 mm
166 mm
182 mm
Silicon consumption/watt
10 g/w
6 g/w
1 g/w
Casting Furnace Polysilicon
Feeding Amount
0.45t (G5)
1.1t (G7)
1.5t (G8)

10. Solar Cell Efficiency Increases
24.06%
23.81%
25.11%
25.04% 24.79%
20.50%
21.00%
21.50%
22.00%
22.50%
23.00%
23.50%
24.00%
24.50%
25.00%
25.50%
2013 2014 2015 2016 2017 2018 2019 2020 2021
Monocrystalline Cells Polycrystalline Cells Heterojunction Tech IBC Cells Mono TOPCon
Source: China
Photovoltaic
Industry Association

11. The Future of Solar – 8519 GW by 2050
Source: IRENA

12. How do we reach our goal faster?

13. Introducing PV+
A web of new PV applications
enabled by new solar technologies.

14. eArc – Do More With Less

15. Lightweight Roofs
40% of commercial
rooftops cannot
handle the weight of
conventional glass
modules

16. Waterproof Membranes

17. Retractable Solar Roofs

18. Solar Carports

19. Mobile Power

20. BIPV

21. Thank you. Stay connected with us:
@sunmanenergy
https://www.linkedin.com/company/sunman-energy
https://www.sunman-energy.com/