The Solar Future II - Henk Roelofs


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The Solar Future II - Henk Roelofs

  1. 1. Solland, the natural choice. The Solar Future II April 22nd 2010
  2. 2. Value Chain Silicon Wafer Cel Module System
  3. 3. Market trends • In 2009: from a sellers to a buyers market • Pressure on prices & margins for years to come • Market channel developments – Vertical integration and/or establishing networks • Cell manufacturers with unique products move downstream – to protect margin and technology – hesitation at module customers to invest in new technology • Huge capacity build-up in Far East – Low cost manufacturing • Still a price premium for a Quality brand and BAPV/BIPV
  4. 4. Solland’s response • Create something unique (USP’s) – By innovation create unique products and cost reduction – Be the first in the market: Time to Market • Make choices and focus on specific market segments • Partner to create scale and impact in the market – R&D, production and commercial • Capitalize on local presence – Be close to customer • If you can not beat them, join them – Cooperate with partners in the Far East
  5. 5. Sunweb® USP’s • Higher Efficiency – Up to 1.3% higher absolute (9% relative) module efficiency • Lower Costs (Modules and systems) • Solar Design Product • Quality Brand (“European”) • Future potential – the road towards grid parity – Cell Cost reduction potential through thinner cells – Module Cost reduction potential (foils: economy of scale, material) – System Cost reduction potential through smarter modules – Efficiency Gain potential through larger cells (8“) • The real USP’s of the technology materialize on module level  that’s why we become a module supplier!
  6. 6. Status Sunweb® • Sunweb® Cell – 20 MW capacity operational in April 2010 – Additional 60 MW capacity operational end 2010 • Sunweb® Module – Collaboration with AT&S in Austria • Backsheet foil technology & design • Module process – Certification midd 2010 – Production line operational September 2010 – Mass production line operational Q2 2011 •Commercial launche ultimo 2010
  7. 7. Solland’s strategy • Innovation: aggressively implement our Sunweb® roadmap • Market: focus on residential market in Europe and the US • Product: focus on innovative, high quality solar modules • Partnerships: cooperate with one or a few strong partners to ensure global coverage and create economy of scale • Objectives for partnering • - Fast ramp-up to volume for Sunweb® technology, in order to • maximize the value of Sunweb® technology and the Sunweb ® roadmap • - Faster market penetration • - Access to low-cost manufacturing of cells and modules
  8. 8. Steps needed: • Create a sizable local market – Where Dutch innovative players cooperate and create solutions – Where in close cooperation with installers and customers new concepts can be tested • Initiate and support R&D cooperation's – Innovation as driving force for USP’s and the road to grid parity – Combination of several businesses and research institutes • A stable and predictable FIT for BAPV and BIPV is the enabler • PV will be an important element in the energy-transition – Start to learn now, with limited incentives • Give the Dutch solar industry the required time to realize grid parity in 5 years time!
  9. 9. The Sunweb® Module Technology 10 Analogy from the electronics industry Transition from through-hole to surface-mount technology (SMT) in the late 80’s Through-hole technology Components Surface-mount technology “complex handling” “simple pick & place”
  10. 10. The Sunweb® Module 11 GLASS SHEET EVA ENCAPSULANT Sunweb cell EVA Conductive Adhesive or Solder Paste