3S Solar- May 2010 Study Tour


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3S Solar- May 2010 Study Tour

  1. 1. 03.05.2010<br />Seite 1<br />Welcome to<br />Leading Technology for Solar Energy<br />Andreas Schöni<br />Gerald Lessle<br />
  2. 2. 03.05.2010<br />Seite 2<br />Content<br />Vision History Company structure Products & Services<br />
  3. 3. 03.05.2010<br />Seite 3<br />Our vision „Affordable Solar Energy for everyone“<br />
  4. 4. 03.05.2010<br />Seite 4<br />Corporate MilestonesConsequently executed growth strategy<br />2005<br />2008<br />2006<br />2001 - 04<br />2007<br />2009<br /><ul><li>Founded as developer and producer of solar modules for building integration in 2001
  5. 5. Development of production equipment for solar modules
  6. 6. Sales of first laminating line to a high-volume producer after the machine has been benchmarked
  7. 7. Sales of manual turn-key lines
  8. 8. IPO at Berne Exchange (BX)
  9. 9. Management structure enhances further growth
  10. 10. Break even reached, highly profitable since then
  11. 11. Acquisition of Pasan, the leading supplier of testers
  12. 12. Acquisition of Somont
  13. 13. Capital increase
  14. 14. Global market leadership
  15. 15. Sale of first semi automated production line
  16. 16. Market introduction of fully automated production line
  17. 17. Opening of sales and services in USA
  18. 18. Delivery of the first fully automated Back-end of a production line
  19. 19. Expansion of distribution network with own sales and service organization in Hong Kong and Singapore</li></li></ul><li>03.05.2010<br />Seite 5<br />Experts in design and development of innovative building integrated solar systems<br />Business model<br />World‘s technology market leader for manual and automatic production equipment for manufacturing of solar modules<br />Know-how accumulated from the conception and production of solar modules flows directly into further development of production equipment<br />
  20. 20. 03.05.2010<br />Seite 6<br />Organisation<br />3S Industries USA Inc.<br />3S Industries Ltd. (HongKong)<br />3S Industries Pte Ltd (Singapore)<br />3S Industries Rep. Office China<br />3S Industries Iberica<br />3S Industries AG<br />100%<br />100%<br />100%<br />100%<br />Somont GmbH<br />3S Swiss Solar <br />Systems AG<br />Pasan SA<br />Countries<br />Core-<br />competence:<br />Key-<br />products<br />Located:<br /><ul><li>Electrical interconnection
  21. 21. Handling
  22. 22. String-soldering machine</li></ul>Umkirch (GER) <br /><ul><li>Testing
  23. 23. Measuring
  24. 24. Tester</li></ul>Neuchâtel (CH)<br /><ul><li>Mechanical interconnection
  25. 25. Solar module development
  26. 26. Lamination line
  27. 27. Certification, KHT</li></ul>Lyss (CH)<br /><ul><li>Sales and Services
  28. 28. All components</li></li></ul><li>03.05.2010<br />Seite 7<br />3S optimal positioned in the solar value chain<br />Tester<br />Installation<br />Operation<br />Electrical connecting<br />Crystalline solar cell<br />Testing<br />Encapsulation<br />c-Si<br />3S Key products<br />Laminator<br />BIPV products<br />Soldering-<br />maschine<br />Testing<br />Electrical connecting<br />Thinfilmsubstrat<br />Encapsulation<br />Installation<br />Operation<br />Thinfilm<br />
  29. 29. 03.05.2010<br />Seite 8<br />Merger of 3S and Meyer Burger as of Jan. 14th 2010A unique technology group is formed<br />Over 50 years of Swiss machine building excellence<br />Staff with over 20 years of PV expertise<br />All key processes from wafering to module production are in house<br />Global service infrastructure<br />Market capitalization of Bill 1.2 CHF<br />900 staff around the globe to serve our costumers<br />
  30. 30. 03.05.2010<br />Seite 9<br />Core Business<br />Core Business<br />Quartz- Sand<br />Poly-silicon<br />Ingots<br /> Solar Cell<br />Wafer<br />Module<br />Installation<br />Core Business<br />
  31. 31. 03.05.2010<br />Seite 10<br />Integrated value chain enables innovation & standardisation<br />Mono- /Multi c-Si<br />Ingot-/Wafer Slicing<br />Solar cells<br />Solar modules<br />Solar systems<br />(1)<br />Note: (1) Cooperation agreement with Oerlikon Systems<br />
  32. 32. 03.05.2010<br />Seite 11<br />Meyer Burger Group OEM<br />Services provided by Partners<br />MB Service Bases<br />3S Industries<br />3S Industries Service Centres<br />MB Customer Service Centres<br />Global service & process support as a key factor of success<br />
  33. 33. 03.05.2010<br />Seite 12<br />Photovoltaic has a huge Potential<br />>300 <br />bn. US$<br />2030<br />
  34. 34. 03.05.2010<br />Seite 13<br />Module Production Process<br />Testing<br />Assembly<br />Lamination<br /> Lay-up<br /> Cell connetion <br /> c-Si<br />1<br />3<br />2<br />4<br />5<br />1. Edge trimming 2. Frame press <br />3. Junction box<br />Power <br />testing<br />Cells<br />Glass cleaning<br />Foil cutting<br />Soldering<br /> Thin-film:<br />PV-Substrate<br />Sorting<br />+Packing <br />monolithic interconnected <br />thin-film cells on substrate<br />
  35. 35. 03.05.2010<br />Seite 14<br /> Turn-key automated Module Production Line <br />Edge trimming<br />Framing<br />Junction box<br />Flasher<br />Key characteristics<br /><ul><li>Turn-key line
  36. 36. Incl. know how transfer and certification
  37. 37. Solar module product licensing
  38. 38. Competence centres in Lyss and Freiburg</li></ul>User benefits<br /><ul><li>Process flexibility and efficiency
  39. 39. Product flexibility
  40. 40. Fast track product certification</li></ul>Laminating Line<br />Stringer<br />Lay-up<br />Glass washing machine<br />
  41. 41. 03.05.2010<br />Seite 15<br />Key characteristics<br /><ul><li>Tracking of each module
  42. 42. Minimal labour costs
  43. 43. Product equipment and automation from one source, all same controllers
  44. 44. Any level of automation
  45. 45. Turn-key</li></ul>User benefits<br /><ul><li>High volume high yield
  46. 46. Lowest BOS cost
  47. 47. Optimised for mass-production</li></ul>Turn-key high-automated Module Production Line<br />Lay-up<br />Glass washing<br />Stringer<br />Lamination<br />Trimming<br />Sorter<br />Junction Box<br />Tester<br />Framing<br />
  48. 48. 03.05.2010<br />Seite 16<br />Fast technology transfer gives our costumer a competitive advantage<br />Initial production line for Lucky Power Taiwan – medium automation degree high flexibility<br />Scope of supply: Technology transfer;Production equipmentCertification assistance<br />
  49. 49. 03.05.2010<br />Seite 17<br />Fast technology transfer gives our costumer a competitive advantage<br />1 MW Solar BIPV glas/glas modules produced by Lucky Power<br />
  50. 50. 03.05.2010<br />Seite 18<br />900<br />800<br />700<br />Thinfilm<br />Grid parity inthe most important markets<br />600<br />500<br />GW<br />400<br />300<br />Installed c-Module<br />200<br />100<br />–<br />2009E<br />2010E<br />2011E<br />2012E<br />2013E<br />2014E<br />2015E<br />2016E<br />2017E<br />Process, Costs & Market Development<br />Pace & Volume<br />Si Costs < 0.20 $/WOther Costs Wafer < 0.25 $/WCell to Module < 0.40 $/WTotal Costs < 0.85 $/WPrice / Module < 1.00 $/W<br />Si Consumption < 5.5 gr/W Efficiency Mono > 20 % Multi > 17.5 % <br />Quelle: Schätzungen MBT<br /> Future Market & Price Development <br />
  51. 51. 03.05.2010<br />Seite 19<br />Characteristics of integrated systems offering<br />Integrated system supplier from wavering to module assembly, driving the value chain Integration<br />Move from linked single machineto fully integrated highly efficient and industrialised production lines Industrialisation<br />Focus on whole value chain allows technological innovation to set future standards and be the cost leader in the crystalline PV market  Innovation<br />Cost of Ownership drivers<br />Material utilizationmore kWh per kg siliconless energy consumption<br />Cost<br />AutomationLess handlingCreate systems<br />Process stabilityuptimeyield<br /> Technology leadership and integrated systems drive TCoO <br />
  52. 52. 03.05.2010<br />Seite 20<br /> Solar is still at the very beginning…<br />
  53. 53. 03.05.2010<br />Seite 21<br />Time to think big<br />