Levi Strauss or Also Rans?<br />Diverse Opportunities in Solar PV and CSP<br />India Solar Energy Summit, New Delhi<br />F...
The California Gold Rush<br />300,000 gold diggers<br />Relatively few supporting businesses<br />Merchandise, logistics, ...
You Have the Opportunity to Become the Levi Strauss<br />Of the Indian Solar Opportunity Rush<br />www.eai.in<br />
An Analysis of Solar Opportunities<br />Obvious Opportunities<br />Not So Obvious Ones<br />www.eai.in<br />
Obvious Opportunities<br />A sample of obvious opportunities (for PV)<br />Power Production<br />Module Production<br />Ce...
 And the Not So Obvious…<br />2<br />Technology<br />1<br />Diversity<br />4<br />Size<br />3<br />Sectors<br />www.eai.in...
1Diversity of Opportunities<br />www.eai.in<br />
All along the value chain<br />From ingots to solar farms (breadth)<br />Multiple opportunities at every point in value ch...
Breadth… <br />Micro<br />Rooftop/ offgrid<br />Mini<br />Polysilicon<br />Ingots & wafers<br />Cells<br />Modules<br />Gr...
And Depth… <br />Wafer inspection alone needs the following equipments<br />Wafer Inspection<br />Material Property Analys...
www.eai.in<br />
2Opportunities across Technologies<br />www.eai.in<br />
PV<br />Chemicals for PV wafer and cell manufacturing<br />Coatings, laminates<br />BIPV<br />CSP<br />Turbines<br />Cooli...
www.eai.in<br />
3Across Sectors<br />www.eai.in<br />
Manufacturing<br />Silicon carbide & crucibles for wafer manufacturing<br />Inverters, wires and transformers for power pl...
www.eai.in<br />
4Across Sizes<br />www.eai.in<br />
Small<br />Engineering design for solar power plants<br />Recruitment and training services<br />Mobile solar kits for the...
www.eai.in<br />
There are opportunities….<br />Whatever type of business you are in<br />Small, medium or large business<br />In manufactu...
Exploring the Not-So-Obvious<br />www.eai.in<br />
In the Indian solar energy opportunity rush…It’s left to youTo be an also-ranor<br />Become a Levi Strauss<br />www.eai.in...
May the sun shine on you!<br />NarasimhanSanthanamEnergy Alternatives India – EAI<br />narsi@eai.in, www.eai.in<br />www.e...
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Sme opportunities in solar pv and csp

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  • Life time AnalyserWafer vision inspectorResistivity InspectorMaterial Property AnalyserWafer SorterWafer CounterWafer Tester
  • Life time AnalyserWafer vision inspectorResistivity InspectorMaterial Property AnalyserWafer SorterWafer CounterWafer Tester
  • Life time AnalyserWafer vision inspectorResistivity InspectorMaterial Property AnalyserWafer SorterWafer CounterWafer Tester
  • Cell manufacturing requires the following: Metallization paste = silver paste, aluminium paste, and the following chemicals: Isopropyl Alcohol, Ammonia, Phosphorus oxychloride, Sulfuric acid, hydrochloric acid, Potassium hydroxide, sodium hydroxideModule production requires the following: Junction Box, Connector, Frame, Sealant and tapesThin film modules - Boron, Cadmium Sulfide, Copper, Alumina, Gallium, Germanium, Indium, Molybdenum, Phosphorus oxychloride, Tellurium, Tin  Ingot testing equipment - Life time Analyser, Ingot vision inspector, Resistivity Inspector, Material Property Analyser, Polysilicon Tester
  • Cell manufacturing requires the following: Metallization paste = silver paste, aluminium paste, and the following chemicals: Isopropyl Alcohol, Ammonia, Phosphorus oxychloride, Sulfuric acid, hydrochloric acid, Potassium hydroxide, sodium hydroxideModule production requires the following: Junction Box, Connector, Frame, Sealant and tapesThin film modules - Boron, Cadmium Sulfide, Copper, Alumina, Gallium, Germanium, Indium, Molybdenum, Phosphorus oxychloride, Tellurium, Tin  Ingot testing equipment - Life time Analyser, Ingot vision inspector, Resistivity Inspector, Material Property Analyser, Polysilicon Tester
  • In India, HHV Solar Technologies Pvt. Ltd recently (March 2010) broke into the international league where a handful of companies sell turnkey production lines for thin film solar cells.
  • Sme opportunities in solar pv and csp

    1. 1. Levi Strauss or Also Rans?<br />Diverse Opportunities in Solar PV and CSP<br />India Solar Energy Summit, New Delhi<br />Feb 17, 2011<br />NarasimhanSanthanam<br />Energy Alternatives India – EAI<br />www.eai.in<br />
    2. 2. The California Gold Rush<br />300,000 gold diggers<br />Relatively few supporting businesses<br />Merchandise, logistics, food & lodging…<br />Gold diggers made modest profits<br />Support biz on average made higher profits<br />Levi Strauss ran one of the support businesses<br />Levi Strauss is today a multi-billion $ company<br />www.eai.in<br />
    3. 3. You Have the Opportunity to Become the Levi Strauss<br />Of the Indian Solar Opportunity Rush<br />www.eai.in<br />
    4. 4. An Analysis of Solar Opportunities<br />Obvious Opportunities<br />Not So Obvious Ones<br />www.eai.in<br />
    5. 5. Obvious Opportunities<br />A sample of obvious opportunities (for PV)<br />Power Production<br />Module Production<br />Cell Manufacturing<br />System Integration / EPC<br />www.eai.in<br />
    6. 6. And the Not So Obvious…<br />2<br />Technology<br />1<br />Diversity<br />4<br />Size<br />3<br />Sectors<br />www.eai.in<br />
    7. 7. 1Diversity of Opportunities<br />www.eai.in<br />
    8. 8. All along the value chain<br />From ingots to solar farms (breadth)<br />Multiple opportunities at every point in value chain (depth)<br />Across many industries<br />Electrical<br />Construction<br />Chemical<br />Instrumentation<br />Materials - glass and steel…<br />Finance<br />Engineering design and services…<br />Software<br />www.eai.in<br />
    9. 9. Breadth… <br />Micro<br />Rooftop/ offgrid<br />Mini<br />Polysilicon<br />Ingots & wafers<br />Cells<br />Modules<br />Grid<br />Power plant<br />Lanterns and lights<br />Solar products<br />Solar water pumps<br />Other solar products<br />www.eai.in<br />
    10. 10. And Depth… <br />Wafer inspection alone needs the following equipments<br />Wafer Inspection<br />Material Property Analyser<br />Life time Analyser<br />Wafer Tester<br />Wafer vision inspector<br />Resistivity Inspector<br />Wafer Counter<br />Wafer Sorter<br />www.eai.in<br />
    11. 11. www.eai.in<br />
    12. 12. 2Opportunities across Technologies<br />www.eai.in<br />
    13. 13. PV<br />Chemicals for PV wafer and cell manufacturing<br />Coatings, laminates<br />BIPV<br />CSP<br />Turbines<br />Cooling systems<br />Heat exchangers and storage tanks<br />Collector frames<br />Tracking system<br />Thermal<br />Solar water heating and process drying for industries<br />Solar air conditioners and other cooling systems<br />www.eai.in<br />
    14. 14. www.eai.in<br />
    15. 15. 3Across Sectors<br />www.eai.in<br />
    16. 16. Manufacturing<br />Silicon carbide & crucibles for wafer manufacturing<br />Inverters, wires and transformers for power plants<br />Chemicals for solar PV ingot and cell production<br />Trading<br />Wires and cables for solar farms<br />Marketing solar products - lamps and lanterns, solar water heaters…<br />Services<br />Software such as forecasting and system monitoring tools for solar farms<br />www.eai.in<br />
    17. 17. www.eai.in<br />
    18. 18. 4Across Sizes<br />www.eai.in<br />
    19. 19. Small<br />Engineering design for solar power plants<br />Recruitment and training services<br />Mobile solar kits for the army/defense<br />Medium<br />Production of BoS such as inverters currently imported<br />Manufacture of metallization pastes and chemicals for PV cell manufacturing<br />Junction box, connector, frame, sealant and tapes<br />Large<br />Ingot and wafer manufacturing<br />Innovating in the BIPV market<br />R&D for indigenization of critical components<br />www.eai.in<br />
    20. 20. www.eai.in<br />
    21. 21. There are opportunities….<br />Whatever type of business you are in<br />Small, medium or large business<br />In manufacturing, trading or services<br />Interested in PV, thermal or CSP<br />In any of a dozen industries<br />Takes only tweaks for you to join the solar energy industry<br />www.eai.in<br />
    22. 22. Exploring the Not-So-Obvious<br />www.eai.in<br />
    23. 23. In the Indian solar energy opportunity rush…It’s left to youTo be an also-ranor<br />Become a Levi Strauss<br />www.eai.in<br />
    24. 24. May the sun shine on you!<br />NarasimhanSanthanamEnergy Alternatives India – EAI<br />narsi@eai.in, www.eai.in<br />www.eai.in<br />

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