The document discusses the history and evolution of solar technology and the company First Solar. It summarizes that solar power has grown 48% annually since 2002 but still only accounts for 0.04% of global energy consumption. First Solar is the world's leading solar panel manufacturer, using cadmium telluride to produce panels at a lower cost than competitors. However, the solar industry remains dependent on government subsidies and is still in its infancy with opportunities for new market entrants.
Here are my thoughts on these questions:
1. If I had 1 million euros to invest for 20 years, I would invest in a solar power company rather than an oil company or wind energy company. Solar power is one of the fastest growing renewable energy technologies and has significant potential for further cost reductions and scaling up over the next 20 years. Oil companies face challenges from transition away from fossil fuels to meet climate goals. While wind is also growing, solar has fewer geographical constraints and is modular, allowing more distributed deployment. First Solar in particular seems well positioned as a technology and cost leader currently.
2. Given changes in the renewable energy market and First Solar's strong position established in the US through vertical integration, I don't think they
Thank you for the insightful presentation on First Solar and the solar energy sector. I appreciate you taking the time to provide such a thorough analysis.
This document summarizes a presentation about smart communities and Japan's experience with smart grid and smart community projects. It discusses:
1. NEDO's role in coordinating industry, academia and government efforts on national smart energy projects.
2. Examples of leading smart community demonstration projects across Japan targeting reductions in CO2 emissions through integrated energy management systems.
3. Two pioneering projects - the Pal Town project in Ota City, one of Japan's first smart grid projects, and the Sendai Microgrid project, which demonstrated a microgrid's ability to continue supplying different classes of power quality during a grid outage caused by the 2011 earthquake and tsunami.
First Solar is the world's largest thin-film solar module manufacturer and largest utility-scale solar project developer. It has constructed the three largest PV solar power plants globally and has worldwide operations across North America, Europe, Asia, Africa, and Australia. First Solar discusses trends in solar PV costs declines, installation growth across key markets, the cyclical nature of subsidy-driven markets, and the need for grid parity and new markets if the industry is to thrive without long-term subsidies. Challenges discussed include accommodating solar at scale without subsidies and ensuring priority grid access, transmission, and continued policymaker support.
- SunPower is a leading solar company that has deployed over 2.5 GW of solar PV worldwide with over 200 patents. They have diversified into utility-scale power plants in addition to rooftop solar.
- Their C7 tracker system uses their high-efficiency solar cells under low concentrations of 7 suns to achieve over 20% efficiency and lower LCOE than other technologies. They have over 1,000 MW of tracking experience.
- SunPower has several multi-hundred megawatt power plant projects under construction or under contract in the US and their technology is applicable to areas with high solar irradiation like the southwest US, China, India, and the Middle East.
The document discusses solar photovoltaic (PV) module recycling. It notes that while some regulations exist, there is currently little actual recycling of PV modules being done. Reasons given include the small volumes of waste generated and the long lifetime of modules. Some research on recycling methods is mentioned, including separating and recovering materials from thin film cadmium telluride modules. Maintaining thin film PV technologies like cadmium telluride is discussed as important for achieving high efficiencies and low costs despite concerns about the materials used.
You Be the Judge: A Ratings Tool for Selecting the Best Solar Module Rick Borry
What is the best PV module for a particular application? Is it one with the lowest cost per watt? Ultimately, it is the amount of energy produced that is the key factor in the economics of investment recovery and profit.
The Principal Solar Institute (PSI) has developed a tool for analyzing this key element: The PSI PV Module Rating, an energy assessment tool for comparing the Lifetime Energy Production of PV modules over a 25-year period. Using the PSI Rating, solar energy professionals can finally make easy, meaningful energy-economics comparisons of PV modules between manufacturers or within one manufacturer’s product line.
Hear Matt Thompson PhD, Executive Director of the Principal Solar Institute, and Kenneth Allen, COO of Principal Solar, Inc. and Principal Solar Institute Ratings Expert Panelist give an overview of the PSI PV Module Rating and explain how to use the ratings in financial calculations and comparisons of modules and manufacturers. Also, Steven Hegedus, PhD, scientist at the University of Delaware Institute of Energy Conversion, will present an overview of PV module field testing and performance metrics.Then discover specific applications for your business during a LIVE question-and-answer segment following the presentation.
PSI has just published a whitepaper detailing the PSI PV Module Ratings. You should download it free of charge here.
http://www.principalsolarinstitute.org/uploads/custom/3/_documents/PSIRatingsSystem.pdf
This document provides a summary of a 684-page report on global solar photovoltaic installations from 2010 to 2020. The report analyzes historical data on annual and cumulative PV installations by technology and region. It also profiles major global and regional solar companies and provides updates on strategic developments in the industry, including new projects, partnerships, and product launches.
Here are my thoughts on these questions:
1. If I had 1 million euros to invest for 20 years, I would invest in a solar power company rather than an oil company or wind energy company. Solar power is one of the fastest growing renewable energy technologies and has significant potential for further cost reductions and scaling up over the next 20 years. Oil companies face challenges from transition away from fossil fuels to meet climate goals. While wind is also growing, solar has fewer geographical constraints and is modular, allowing more distributed deployment. First Solar in particular seems well positioned as a technology and cost leader currently.
2. Given changes in the renewable energy market and First Solar's strong position established in the US through vertical integration, I don't think they
Thank you for the insightful presentation on First Solar and the solar energy sector. I appreciate you taking the time to provide such a thorough analysis.
This document summarizes a presentation about smart communities and Japan's experience with smart grid and smart community projects. It discusses:
1. NEDO's role in coordinating industry, academia and government efforts on national smart energy projects.
2. Examples of leading smart community demonstration projects across Japan targeting reductions in CO2 emissions through integrated energy management systems.
3. Two pioneering projects - the Pal Town project in Ota City, one of Japan's first smart grid projects, and the Sendai Microgrid project, which demonstrated a microgrid's ability to continue supplying different classes of power quality during a grid outage caused by the 2011 earthquake and tsunami.
First Solar is the world's largest thin-film solar module manufacturer and largest utility-scale solar project developer. It has constructed the three largest PV solar power plants globally and has worldwide operations across North America, Europe, Asia, Africa, and Australia. First Solar discusses trends in solar PV costs declines, installation growth across key markets, the cyclical nature of subsidy-driven markets, and the need for grid parity and new markets if the industry is to thrive without long-term subsidies. Challenges discussed include accommodating solar at scale without subsidies and ensuring priority grid access, transmission, and continued policymaker support.
- SunPower is a leading solar company that has deployed over 2.5 GW of solar PV worldwide with over 200 patents. They have diversified into utility-scale power plants in addition to rooftop solar.
- Their C7 tracker system uses their high-efficiency solar cells under low concentrations of 7 suns to achieve over 20% efficiency and lower LCOE than other technologies. They have over 1,000 MW of tracking experience.
- SunPower has several multi-hundred megawatt power plant projects under construction or under contract in the US and their technology is applicable to areas with high solar irradiation like the southwest US, China, India, and the Middle East.
The document discusses solar photovoltaic (PV) module recycling. It notes that while some regulations exist, there is currently little actual recycling of PV modules being done. Reasons given include the small volumes of waste generated and the long lifetime of modules. Some research on recycling methods is mentioned, including separating and recovering materials from thin film cadmium telluride modules. Maintaining thin film PV technologies like cadmium telluride is discussed as important for achieving high efficiencies and low costs despite concerns about the materials used.
You Be the Judge: A Ratings Tool for Selecting the Best Solar Module Rick Borry
What is the best PV module for a particular application? Is it one with the lowest cost per watt? Ultimately, it is the amount of energy produced that is the key factor in the economics of investment recovery and profit.
The Principal Solar Institute (PSI) has developed a tool for analyzing this key element: The PSI PV Module Rating, an energy assessment tool for comparing the Lifetime Energy Production of PV modules over a 25-year period. Using the PSI Rating, solar energy professionals can finally make easy, meaningful energy-economics comparisons of PV modules between manufacturers or within one manufacturer’s product line.
Hear Matt Thompson PhD, Executive Director of the Principal Solar Institute, and Kenneth Allen, COO of Principal Solar, Inc. and Principal Solar Institute Ratings Expert Panelist give an overview of the PSI PV Module Rating and explain how to use the ratings in financial calculations and comparisons of modules and manufacturers. Also, Steven Hegedus, PhD, scientist at the University of Delaware Institute of Energy Conversion, will present an overview of PV module field testing and performance metrics.Then discover specific applications for your business during a LIVE question-and-answer segment following the presentation.
PSI has just published a whitepaper detailing the PSI PV Module Ratings. You should download it free of charge here.
http://www.principalsolarinstitute.org/uploads/custom/3/_documents/PSIRatingsSystem.pdf
This document provides a summary of a 684-page report on global solar photovoltaic installations from 2010 to 2020. The report analyzes historical data on annual and cumulative PV installations by technology and region. It also profiles major global and regional solar companies and provides updates on strategic developments in the industry, including new projects, partnerships, and product launches.
Innhotep - Panorama du marché photovoltaïque mondialInnhotep
This document provides an overview and outlook of the photovoltaic market in 2008. It discusses key technology trends such as increasing efficiency and decreasing costs. The top applications are on-grid installations for residential, commercial and large-scale projects. Europe and Germany in particular have been the largest markets to date, driven by feed-in tariffs. Major players are expanding production capacity significantly to meet growing global demand projected to increase over 20-fold by 2030. China has emerged as a top producer though still faces challenges around quality, capacity utilization and silicon supply.
1. The document discusses the future of the solar power industry.
2. It predicts that thin film solar panels printed through roll-to-roll processing will become more common, allowing for flexible, lightweight, and lower-cost panels.
3. A hybrid energy model is proposed, where solar energy is used during the day and other energy sources like wind or the electric grid are used at night.
The document summarizes a solar mobile phone charger, including descriptions of how solar panels generate electricity, specifications of the charger, diagrams of the device, examples of early solar phones, advantages and disadvantages of solar charging, applications, and conclusions about renewable energy and the future of these devices.
The document discusses a 858kWp solar carport system installed at Garden City Mall in Nairobi, Kenya. The system includes 3,364 solar panels and provides shade for 454 parking spaces. It generates approximately 1,450 MWh of clean solar electricity annually and cuts carbon emissions by around 750 tonnes per year. The dual-mode system provides solar power during the day and switches to generators during outages to provide reliable power. Garden City Mall is the first mixed-use development in East Africa to receive LEED green building certification.
The document summarizes a session on solar photovoltaics (PV). It discusses the history and development of PV technology. Key topics covered include silicon-based versus thin-film solar cells, the cost development of PV systems and the influence of government policy support. In the session, an expert from Thermovolt provided insights and answered questions about PV technology and industry trends. Participants also shared their experiences with solar energy.
Solar Power Asia Conference in SingaporeLei Ching Y.
Solar Power Conference 2014 reflects Asia’s increasing focus on solar power. It brings together regulatory bodies, financial institutions, solar investors and IPPs from Asia to discuss business opportunities and challenges.
This document provides an overview of a technical seminar report on solar roadways. It discusses what solar roadways are, how they work, and their potential advantages. Solar roadways involve replacing existing roads, parking lots, and driveways with strong, durable glass panels that contain solar cells to generate electricity, LEDs to provide road markings and lighting, and heating elements to prevent ice and snow accumulation. The report outlines the various chapters that will be covered, including the construction of prototype solar roadway panels with three layers, and the potential benefits of an intelligent transportation infrastructure powered by solar energy.
2011 deep research report on global and china cd te thin film solar cell indu...qyresearch
This 88-page report provides an in-depth analysis of the global and Chinese CdTe thin-film solar cell industry from 2009-2015. It details the key players and their production capacities, market shares, costs, profits and expansion plans. It also examines supply and demand conditions, pricing trends, manufacturing technologies and processes. The report finds that First Solar dominated the industry but that the Chinese market was growing. It concludes with a feasibility analysis of a proposed 50MW CdTe thin-film solar project in China.
The document summarizes a training session held by Kyocera and MyGen in November 2010. It includes introductions, an agenda covering photovoltaics, Kyocera products, the MyGen system, and a hands-on installation session. Key details provided include Kyocera's long history and financial strength, its solar module production capabilities, quality testing processes, and real-world performance data from its 25+ year old solar installation in Japan.
2010 deep research report on global and china cd te thin film solar cell indu...qyresearch
The document is a 2010 research report on the global and China CdTe thin film solar cell industry from QY Research Group. It contains 83 pages with 91 tables and figures. The report provides an overview of the CdTe industry, including key players, production capacities and market shares, manufacturing processes, product specifications, project developments, and forecasts of production, demand, pricing, and profitability for the industry through 2014. It also includes detailed profiles of 14 major CdTe manufacturers with historical and projected data on capacity, production, efficiency, costs, revenues, and profit margins.
2010 deep research report on global and china cd te thin film solar cell indu...qyresearch
The document is a 2010 research report on the global and China CdTe thin film solar cell industry from QY Research Group. It contains 83 pages with 91 tables and figures. The report provides an overview of CdTe technology and the industry supply chain. It also analyzes major CdTe manufacturers globally and in China, including their production capacities and module prices. The report finds that First Solar is the global leader but that China is expanding production. It also includes a feasibility analysis for a hypothetical 50MW CdTe project in China.
This presentation provides an overview of Trina Solar Limited, a vertically integrated solar photovoltaic manufacturer. It discusses Trina Solar's competitive advantages in quality, cost structure, and technology. It also outlines the company's growth strategy, global sales and marketing efforts, and recent financial performance.
This document summarizes a large solar carport system installed at Garden City Mall in Nairobi, Kenya. The 858kWp solar carport system, completed in 2015, is Africa's largest and generates 1250 MWh of electricity annually. It provides shade for 454 parking spaces and will save over 6,250 tonnes of CO2 emissions over its lifetime. The system uses an innovative dual-mode technology to provide solar power during the day and switch to backup generators when solar is insufficient or the grid is down.
This document provides an overview of a business plan for an Indian company called Sun Light Energy Solutions Pvt Ltd that aims to provide cost-effective solar panel systems as an energy source. The summary includes:
- The company wants to import solar panels from China to provide affordable solar energy products and services in India.
- The objectives are to increase sales and awareness of solar energy alternatives while keeping products affordable for customers.
- Opportunities exist in India's need for energy and its suitable climate, and the company aims to be a leading provider of solar solutions.
- The plan is to import panels and batteries from China and provide full solar systems along with supportive products and lighting services.
This document provides an introduction to solar cells and discusses the global energy challenge. It outlines how solar cells work and notes that the sun is the primary energy source on Earth. The document discusses how meeting increasing global energy demand in a sustainable way is a challenge and introduces organic photovoltaics as a potential solution. It provides a basic overview of organic PV technology and its potential advantages over traditional silicon-based solar cells.
120213 cateura grenoble em smart grid toward which business modelsOlivier CATEURA, PhD
A conference on Smart Grids, toward Which Business Models, by Olivier CATEURA, PhD.
Professor of Strategic Management at Grenoble Ecole de Management.
Head of the Specialized Master (Mastère Spécialisé) in Energy Marketing & Management - Grenoble EM & Grenoble INP Institute of Technology.
The document discusses smart grids and smart cities. It states that smart grids and smart cities are political choices for citizens that will require adaptation, but they may also be interesting and fun. The presentation was given by Olivier Cateura, an assistant professor from Grenoble Ecole de Management, on smart grids, policy, and consumer choice.
This document provides an overview of solar roadways, which are road surfaces that generate electricity through embedded solar panels. The concept involves replacing existing roads, highways, parking lots, and sidewalks with durable glass panels containing photovoltaic cells and LED lights. Advantages include producing renewable energy, powering electric vehicles, illuminating roads for safer driving, and integrating data transmission lines. Challenges include high maintenance costs and reduced efficiency in low sunlight periods.
Dr Marcus Rother, Head of Sales Africa
Trina Solar
Highest quality components and systems, backed by warranty of one of the world’s strongest PV firms
Design team with over twenty experience
Hands-on training sessions / workshops for solar PV systems and components
Local Trina office in Nigeria and worldwide network of distributors
First Solar is the world's leading manufacturer of cadmium telluride solar panels, with over 1 GW of annual production capacity. It was founded in 1984 as a glass company and entered the solar industry in 1990. Today it is a public company headquartered in Tempe, Arizona, with $2.56 billion in revenue and 5,200 employees. While it currently commands 13% of the solar panel market, it faces competition from other manufacturers and the potential threat of new technologies achieving commercial scale.
The document discusses strategic options for REC Solar regarding vertical or horizontal investment. Vertically, REC Solar could invest more in R&D to improve solar cell technology. Horizontally, REC Solar could expand into additional parts of the solar value chain like installation, financing services, or new business areas. However, moving too far downstream risks distracting from the core manufacturing business. The solar market is also very competitive, with many large companies operating across the entire value chain.
Innhotep - Panorama du marché photovoltaïque mondialInnhotep
This document provides an overview and outlook of the photovoltaic market in 2008. It discusses key technology trends such as increasing efficiency and decreasing costs. The top applications are on-grid installations for residential, commercial and large-scale projects. Europe and Germany in particular have been the largest markets to date, driven by feed-in tariffs. Major players are expanding production capacity significantly to meet growing global demand projected to increase over 20-fold by 2030. China has emerged as a top producer though still faces challenges around quality, capacity utilization and silicon supply.
1. The document discusses the future of the solar power industry.
2. It predicts that thin film solar panels printed through roll-to-roll processing will become more common, allowing for flexible, lightweight, and lower-cost panels.
3. A hybrid energy model is proposed, where solar energy is used during the day and other energy sources like wind or the electric grid are used at night.
The document summarizes a solar mobile phone charger, including descriptions of how solar panels generate electricity, specifications of the charger, diagrams of the device, examples of early solar phones, advantages and disadvantages of solar charging, applications, and conclusions about renewable energy and the future of these devices.
The document discusses a 858kWp solar carport system installed at Garden City Mall in Nairobi, Kenya. The system includes 3,364 solar panels and provides shade for 454 parking spaces. It generates approximately 1,450 MWh of clean solar electricity annually and cuts carbon emissions by around 750 tonnes per year. The dual-mode system provides solar power during the day and switches to generators during outages to provide reliable power. Garden City Mall is the first mixed-use development in East Africa to receive LEED green building certification.
The document summarizes a session on solar photovoltaics (PV). It discusses the history and development of PV technology. Key topics covered include silicon-based versus thin-film solar cells, the cost development of PV systems and the influence of government policy support. In the session, an expert from Thermovolt provided insights and answered questions about PV technology and industry trends. Participants also shared their experiences with solar energy.
Solar Power Asia Conference in SingaporeLei Ching Y.
Solar Power Conference 2014 reflects Asia’s increasing focus on solar power. It brings together regulatory bodies, financial institutions, solar investors and IPPs from Asia to discuss business opportunities and challenges.
This document provides an overview of a technical seminar report on solar roadways. It discusses what solar roadways are, how they work, and their potential advantages. Solar roadways involve replacing existing roads, parking lots, and driveways with strong, durable glass panels that contain solar cells to generate electricity, LEDs to provide road markings and lighting, and heating elements to prevent ice and snow accumulation. The report outlines the various chapters that will be covered, including the construction of prototype solar roadway panels with three layers, and the potential benefits of an intelligent transportation infrastructure powered by solar energy.
2011 deep research report on global and china cd te thin film solar cell indu...qyresearch
This 88-page report provides an in-depth analysis of the global and Chinese CdTe thin-film solar cell industry from 2009-2015. It details the key players and their production capacities, market shares, costs, profits and expansion plans. It also examines supply and demand conditions, pricing trends, manufacturing technologies and processes. The report finds that First Solar dominated the industry but that the Chinese market was growing. It concludes with a feasibility analysis of a proposed 50MW CdTe thin-film solar project in China.
The document summarizes a training session held by Kyocera and MyGen in November 2010. It includes introductions, an agenda covering photovoltaics, Kyocera products, the MyGen system, and a hands-on installation session. Key details provided include Kyocera's long history and financial strength, its solar module production capabilities, quality testing processes, and real-world performance data from its 25+ year old solar installation in Japan.
2010 deep research report on global and china cd te thin film solar cell indu...qyresearch
The document is a 2010 research report on the global and China CdTe thin film solar cell industry from QY Research Group. It contains 83 pages with 91 tables and figures. The report provides an overview of the CdTe industry, including key players, production capacities and market shares, manufacturing processes, product specifications, project developments, and forecasts of production, demand, pricing, and profitability for the industry through 2014. It also includes detailed profiles of 14 major CdTe manufacturers with historical and projected data on capacity, production, efficiency, costs, revenues, and profit margins.
2010 deep research report on global and china cd te thin film solar cell indu...qyresearch
The document is a 2010 research report on the global and China CdTe thin film solar cell industry from QY Research Group. It contains 83 pages with 91 tables and figures. The report provides an overview of CdTe technology and the industry supply chain. It also analyzes major CdTe manufacturers globally and in China, including their production capacities and module prices. The report finds that First Solar is the global leader but that China is expanding production. It also includes a feasibility analysis for a hypothetical 50MW CdTe project in China.
This presentation provides an overview of Trina Solar Limited, a vertically integrated solar photovoltaic manufacturer. It discusses Trina Solar's competitive advantages in quality, cost structure, and technology. It also outlines the company's growth strategy, global sales and marketing efforts, and recent financial performance.
This document summarizes a large solar carport system installed at Garden City Mall in Nairobi, Kenya. The 858kWp solar carport system, completed in 2015, is Africa's largest and generates 1250 MWh of electricity annually. It provides shade for 454 parking spaces and will save over 6,250 tonnes of CO2 emissions over its lifetime. The system uses an innovative dual-mode technology to provide solar power during the day and switch to backup generators when solar is insufficient or the grid is down.
This document provides an overview of a business plan for an Indian company called Sun Light Energy Solutions Pvt Ltd that aims to provide cost-effective solar panel systems as an energy source. The summary includes:
- The company wants to import solar panels from China to provide affordable solar energy products and services in India.
- The objectives are to increase sales and awareness of solar energy alternatives while keeping products affordable for customers.
- Opportunities exist in India's need for energy and its suitable climate, and the company aims to be a leading provider of solar solutions.
- The plan is to import panels and batteries from China and provide full solar systems along with supportive products and lighting services.
This document provides an introduction to solar cells and discusses the global energy challenge. It outlines how solar cells work and notes that the sun is the primary energy source on Earth. The document discusses how meeting increasing global energy demand in a sustainable way is a challenge and introduces organic photovoltaics as a potential solution. It provides a basic overview of organic PV technology and its potential advantages over traditional silicon-based solar cells.
120213 cateura grenoble em smart grid toward which business modelsOlivier CATEURA, PhD
A conference on Smart Grids, toward Which Business Models, by Olivier CATEURA, PhD.
Professor of Strategic Management at Grenoble Ecole de Management.
Head of the Specialized Master (Mastère Spécialisé) in Energy Marketing & Management - Grenoble EM & Grenoble INP Institute of Technology.
The document discusses smart grids and smart cities. It states that smart grids and smart cities are political choices for citizens that will require adaptation, but they may also be interesting and fun. The presentation was given by Olivier Cateura, an assistant professor from Grenoble Ecole de Management, on smart grids, policy, and consumer choice.
This document provides an overview of solar roadways, which are road surfaces that generate electricity through embedded solar panels. The concept involves replacing existing roads, highways, parking lots, and sidewalks with durable glass panels containing photovoltaic cells and LED lights. Advantages include producing renewable energy, powering electric vehicles, illuminating roads for safer driving, and integrating data transmission lines. Challenges include high maintenance costs and reduced efficiency in low sunlight periods.
Dr Marcus Rother, Head of Sales Africa
Trina Solar
Highest quality components and systems, backed by warranty of one of the world’s strongest PV firms
Design team with over twenty experience
Hands-on training sessions / workshops for solar PV systems and components
Local Trina office in Nigeria and worldwide network of distributors
First Solar is the world's leading manufacturer of cadmium telluride solar panels, with over 1 GW of annual production capacity. It was founded in 1984 as a glass company and entered the solar industry in 1990. Today it is a public company headquartered in Tempe, Arizona, with $2.56 billion in revenue and 5,200 employees. While it currently commands 13% of the solar panel market, it faces competition from other manufacturers and the potential threat of new technologies achieving commercial scale.
The document discusses strategic options for REC Solar regarding vertical or horizontal investment. Vertically, REC Solar could invest more in R&D to improve solar cell technology. Horizontally, REC Solar could expand into additional parts of the solar value chain like installation, financing services, or new business areas. However, moving too far downstream risks distracting from the core manufacturing business. The solar market is also very competitive, with many large companies operating across the entire value chain.
Status of the Power Module Packaging Industry 2019 - Yole DéveloppementYole Developpement
Major evolutions in substrate, interconnection, and die-attach technologies, driven by EV/HEV, are transforming the power module packaging supply chain.
More information on: https://www.i-micronews.com/products/status-of-the-power-module-packaging-industry-2019/
The document discusses new technologies in photovoltaic (PV) systems. It begins by explaining the basic working principle of PV cells and then classifies PV technologies into silicon and thin film categories. It describes the efficiencies of different cell types and emerging technologies that can achieve higher efficiencies. The document also addresses the impacts, economics, and future prospects of PV as well as scenarios in India and worldwide. It concludes by stating that quality PV components with long lifetimes are key and that the future of the technology is promising for supplying electricity and promoting development.
BridgeTech STT Corporate Presentation September 2008Peter A. Khoury
Solar Thermal Technologies presents on their solar energy technology. They aim to make solar energy cost competitive with fossil fuels through their GyroSolé system, which uses concentrated solar heat, thermal energy storage, and an innovative heat engine to generate electricity. Their technology was developed at Lawrence Livermore National Labs and they project rapid sales growth and profitability over the next 5 years as their systems target the residential and commercial markets.
Solar Cell Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opport...IMARC Group
The global solar cell market size reached US$ 118.6 Billion in 2023. Looking forward, IMARC Group expects the market to reach US$ 406.7 Billion by 2032, exhibiting a growth rate (CAGR) of 14.67% during 2024-2032.
More Info:- https://www.imarcgroup.com/solar-cell-market
This presentation looks into where the industry is heading, what to look for, how new technologies are applied, and what to expect in the future. 11.02.2018
1. The solar industry experienced rapid growth until 2008 but then saw a steep decline in 2009 as investors fled. However, the industry is now rebounding with analysts predicting strong future growth.
2. For solar companies to survive, they must successfully adapt to changing government subsidies, dramatically reduce production costs, drive innovation, and quickly scale up production.
3. The two most important factors for solar companies going forward are adapting to changes in government policy on subsidies and slashing production costs, such as by moving manufacturing to low-cost countries.
The document is an agenda for Applied Materials that includes background on the company, its current strategy, an environmental analysis using PEST and Porter's Five Forces frameworks, considerations for the future, potential scenarios, and short-term and long-term strategy recommendations. It analyzes Applied Materials' business segments, market strategy, technological capabilities, and opportunities in the solar industry.
This document summarizes GTM Research's analysis of global photovoltaic (PV) cell and module production in 2009. It finds that 2009 was another record year for PV production despite challenges from oversupply and price declines. Total module production was 8.95 GW while cell production was 10.66 GW, a 51% increase over 2008. China and Taiwan dominated production, accounting for 49% of cells and 40% of modules. First Solar became the largest producer, doubling its output to 1.011 GW, while thin-film production doubled to 1.98 GW. Oversupply is expected to continue through 2010 and 2011, with further price declines and consolidation expected.
This strategic audit document provides an overview of the Sewedy Electric Wind Group (SWEG) including its corporate structure, vision, mission, strengths, weaknesses, opportunities, threats, and recommendations. SWEG is the first wind energy components manufacturer in Egypt and the Middle East with a strong financial position backed by its parent company El Sewedy Group. The document analyzes SWEG's internal and external environments and provides recommendations to modify its organization structure to support scalability, ensure corporate governance is applied, focus on development in Egypt and the Middle East, focus on innovation management, and plan using a twofold gaze of perception and sightedness.
This document summarizes testimony to be given to the US House of Representatives regarding opportunities and obstacles for utility-scale solar power. It argues that a distributed generation model focusing on smaller solar installations near demand is a more viable approach than large remote installations. It recommends establishing federal incentives and regulations to support net metering, interconnection standards, and rates to accelerate solar development over the next 10 years while technology improvements continue.
This is the marketing business plan for a proposed start-up company on Solar Photovoltaics (PV). The report contains detailed insights on strategic positioning of the company in the current US markets.
It was prepared on my enthusiasm for start-up company in solar PV arena, with the guidance of Prof. Mary Caravella.
Georgia Southeastern Solar Summit KeynoteBill Nussey
How Georgia Can Help Lead the Global Energy Transformation by Bill Nussey, presented at the 10th anniversary of the Southeastern Solar Summit in October 2018
Photovoltaic Solar Energy Systems: Market Trends In The United StatesIJAPEJOURNAL
This document summarizes photovoltaic solar energy systems and market trends in the United States. It discusses the basic materials used in PV cells, including silicon, thin film technologies, and organic materials. Grid-connected solar capacity in the US has increased significantly in recent years, especially in the utility sector due to policy incentives. Total solar capacity currently under development in the US is over 16 gigawatts, with utility-scale solar projects making up the majority. The document analyzes factors driving solar market growth in the US, such as falling costs and federal/state incentives.
SunPods aims to disrupt the solar power market by offering standardized, modular solar panels called SunPods that reduce installation costs by 75% compared to conventional methods. The SunPods are factory assembled and can be quickly installed on-site, enabling solar power for more applications and locations. By slashing costs, SunPods hopes to open new markets for ground-mounted solar installations between 2.5kW to 1MW in size, targeting commercial, industrial, agricultural and remote applications.
147 analysis of characteristic parameters of commercial photovoltaic modulesWilson Braga Júnior
This document analyzes the electrical parameters of 281 commercial photovoltaic modules from different manufacturers based on data extracted from module datasheets. It finds that monocrystalline and polycrystalline module efficiencies are concentrated between 13.5-15.5%, while thin film module efficiencies range from 8-13%. Module efficiencies and powers have increased over time due to technology advances, with current Kyocera modules having efficiencies between 14-15%. The document aims to provide an overview of the state of the photovoltaic market and module technologies based on electrical parameter analysis.
This presentation by Maja Wessels of First Solar in December 2009 provides an overview of thin film photovoltaic (PV) technology. It discusses First Solar's company overview, the historical development and outlook of PV, First Solar's thin film technology and manufacturing process, environmental benefits of thin film PV including carbon footprint and recyclability, cost reductions achieved through scale and future roadmaps, attributes and advantages of thin film PV including performance, financing and installation, reference projects around the world, and a memorandum of understanding signed with Ordos City, China to provide a 2 gigawatt PV system. The presentation contains forward-looking statements and various risks and uncertainties that could cause actual results to differ from projections.
1. Technology & Strategy on
Presented by,
Miguel Van den Bogaert
Kannan Ramalingam
3/23/2011 Technology & Strategy 1
2. Evolution of the solar industry
1883: Charles Fritts made scientific
discovery of solar power
1954: Bell Labs
- Discovery of semiconductor wafer
diodes generate voltage at light
exposure (space devices)
1980’s: silicon p-n junction solar
cells
- By large semiconductor companies
- But: small-scale & low-power
consumer device (calculators)
Large scale in the early 90’s:
1) Peak-load reduction
2) Reduce transmission &
distribution losses
3/23/2011 Technology & Strategy 2
3. Solar energy today
2009: solar power = fastest-
growing energy technology
Demand is growing at an
average of 48%/year since
2002
Global energy demand is
around 15TW/year
Solar energy= 0.04% of the
world’s total energy
consumption
Worldwide driven by energy
prices & government
policies
3/23/2011 Technology & Strategy 3
4. Brief company’s history
Started as a glass company, created by Harold
McMaster (physicist)
- 1948: founded Permaglass; shatters in small pieces
when broken automotive industry
- 1984: Solar industry Glasstech Solar
( importance of cost competitiveness)
- 1990: Found Solar Cells (use of CdTe)
- very slow progress 1999: acquired by True North
Partners and renamed First Solar (production
capacity > 20MW)
3/23/2011 Technology & Strategy 4
5. First Solar: Today
World’s leading manufacturer of
solar panels (13% of the market-
share)
- Annual production capacity of
solar modules > 1 GW
Convert sunlight into electricity at
a lower cost (< $1 cost/W)
than its competitors
Use of Cadmium Telluride (CdTe)
Crystalline Silicon
Recently in the system segment
business (setup & maintenance of
solar panels)
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6. Brief company overview
Type: Public (NASDAQ: FSLR) , share price: 150.75USD
Founded in 1999 (as First Solar Holdings, LLC)
Headquarters: Tempe, Arizona, U.S.
Key people:
- CEO :Robert J. Gillette
- Chairman of Supervisory Board: Michael J. Ahearn
- President Operations: Bruce Sohn
Revenue: US$ 2.56 Billion (FY 2010)
Operating income: US$ 748.9 Million (FY 2010)
Net income: US$ 664.2 Million (FY 2010)
Total assets: US$ 3,35 Billion (2009)
Total equity: US$ 2,65 Billion (2009)
Employees: 5,200 (2010)
3/23/2011 Technology & Strategy 6
7. Types and patterns of innovation
Product innovation:
- Industry still developing
Competence-enhancing
vs competence-
destroying
- Depending on a lot of
factors (new technology
disruption)
Architectural innovation
Eg: Derbisolar from
Derbigum
Beginning of the S-curve
Early adopters
3/23/2011 Technology & Strategy 7
8. Sources of Innovation: Porter’s diamond
Factor conditions: Firm Strategy,
- Rise of interest in structure and
renewable energy rivalry:
- Price of fossil fuel - Focus on single
- Inexhaustibility of the
technology ( CdTe)
sun - Low manufacturing cost
- Rich subsidies - Solar industry relies on
Related and
subsidies
supporting Demand conditions:
industries: - Developing countries
- Semiconductor
business
- System-setup sector
3/23/2011 Technology & Strategy 8
9. Value Chain
Solar panels= Technology push
Scientific
discovery of Manufacturing
Invention of Marketing
solar power (at. lowest
solar panels (subsidies)
(in 1883 by cost possible)
Fritts)
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10. Value Chain
Competitive advantage of First Solar
- Choice of CdTe
- Cost leader position
Defend position:
- No match with other energy sources (cost,
performance)
- Industry still in its infancy many opportunities
Market instability: very fragmented
Unpredictability
- Survive major technology disruption
- Dependant on government regulations
3/23/2011 Technology & Strategy 10
11. Standard Wars
No dominant player of the industry
- First Solar = leader, but only 13% market-
share
Increasing returns:
- Learning-curve: Cost decreasing, performance
increasing
- Network externalities: system
integration/installation
- Path-dependency: Huge bet on CdTe First
Solar= non-dominant leader
3/23/2011 Technology & Strategy 11
12. Standard Wars
Government regulation
- Connection to grid, certified installer of
solar power, allowance of installations
- Grants, financial assistance
- Targets: RPS: by 2020, 20% of electrical
power is coming from renewable sources
3/23/2011 Technology & Strategy 12
13. Market forces of First solar
Good Solar Resource to have High annual
insulation
Favorable High electricity prices as they
reduced the cost hurdle for substitution by PV
Large area needed in close proximity to
maximize the amount of geneartion
Access to development land to support the
buliding of solar facilities
3/23/2011 Technology & Strategy 13
14. Buyers
In 2009, 10-K: First Solar’s largest systems
integration customers in Europe were
responsible for more than 90 percent of
its revenue
System integrators in Germany & Spain
In U.S. at the start, only Residential
customers using net metering & ITCs
By 2010, Sempra, PG&E and Southern
California Edison became largest
customers
3/23/2011 Technology & Strategy 14
15. FIRST SOLAR’s mission
“ To Create enduring value by enabling a world
powered by clean, affordable solar
electricity”
SUSTAINABLITY Remark
“ The real thing to notice with renewable is
not necessarily how they stack up against
each other, but rather that they are all
orders of magnitude better than the use of
fossil fuels”
3/23/2011 Technology & Strategy 15
16. THREAT OF ENTRY & SUBSTITUTES
FIRST SOLAR commands only 13 percent of the
market
Major competitors: Suntech, Sharp,Yingli and Qcells
Solundra and Nanosolar represents potential future
threats if their technology could achieve commercial
scale
Life Cycle Analysis(LCA) is being performed on c-Si,
CdTe to evaluate the environmental modules
Krueger hopes that “One day it might be a critical
consideration” 3/23/2011 Technology & Strategy 16
17. SOLAR INDUSTRY MARKET
SHARE
13% First Solar
Suntech
7% Sharp Electronics
40% Qcells
Yingli
7%
JA Solar
SunPower
7% Kyocera
Motech
5% Gintech Energy
4% 5% Others
4% 4% 4%
3/23/2011 Technology & Strategy 17
18. ENTRY STRATEGY CATEGORIES
FIRST MOVERS
GE (General Electric)
EARLY FOLLOWERS
Kodak
Monosolar
Matsushita and Ametek
LATE ENTRANTS
SUnTech
Sharp
Qcells
3/23/2011 Technology & Strategy 18
19. TIMING OF ENTRY PATTERNS
Early CdTe cell were GE in 1960’s and then
Kodak, Monosolar, Matsushita and AMETEK
But the First commercial success of Solar cell
modules was achieved by Glasstech Solar(now
named as First Solar)
From 2002 when their 7% of commercial
products were available, till now First Solar
continues as the leader by extending their
production lines in many countries
3/23/2011 Technology & Strategy 19
20. FACTORS INFLUENCING FIRST
SOLAR ENTRY
In order to make CdTe a commercial product,
McMaster raised his funds to additional of $15
million during 1990.
Despite many challenges, the company was
able to produce a commercially viable process
for producing thin cells with CdTe by 1993.
By 1998, It had annual production of 20MW
and in 1999, True North Partners acquired it
and renamed as First Solar
3/23/2011 Technology & Strategy 20
21. TIMING OF ENTRY PATTERNS
First Solar had a substantial lead over its
competitors in terms of module cost/watt.
But the entire industry was still in its infancy
with many opportunities for competitors to
usurp company’s lead
The huge success of First Solar in 2002
attracted not only the European market, but
also companies like SUNTECH POWER,
SHARP,YINGLI, QCELLS, JUWI SOLAR
3/23/2011 Technology & Strategy 21
22. CONCLUSION
Out of world’s average rate of 15TW
electricity produced yearly, only 0.04% is from
solar resource
Present crisis of Fossil Fuels can increase their
price. So at one critical stage, there will be a
need of renewable sources
Solar industry not yet viable without
Government financial support
More Improved Infrastructure, More Isolated
land resource, more grants from Government,
expansion of market in Asian countries can
ease a tremendous growth for First Solar in
the Future
3/23/2011 Technology & Strategy 22
23. THANK YOU
&
QUERIES???
Visit our blog on First Solar at:
http://innovtechnovision.blogspot.com/
3/23/2011 Technology & Strategy 23