EnergyTrend: Solar Power Market Overview & Forecast
Company Profile and
Outlook for the Worldwide Solar Power Market in 2010~2011 Service Snapshot
Market Grows till Q4 Competition Become More and More Fierce
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EnergyTrend: Solar Power Market Overview & Forecast
Market Intelligence
(DRAM, Flash)
(LCD Panel)
(LED)
(PV,EV/Battery)
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EnergyTrend: Solar Power Market Overview & Forecast
Silver Member Service Quarterly Price Information (EXCEL) Poly Silicon Wafer Cell Major System Quarterly Market Trend (PPT) PV Market Overview and Forecast
Standard Price: 3,000 USD Update Frequency: Quarterly Report format: PPT
Real-time Market Update (PPT) Show Reports Product Applications Technology Development Others EnergyTrend Web Promotion News Releases ALL RIGHTS RESERVED. REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.
20 October 2010| Page 3
EnergyTrend: Solar Power Market Overview & Forecast
Outline • Solar Power Market Overview • Policies Influence Market Trend – – – – –
Germany Italy China USA India
•Group- development And Niche Markets Are Becoming the Trend Of Industrial Development • Conclusion
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EnergyTrend: Solar Power Market Overview & Forecast
Energy, Water, Food and Environment are Major Challenges for Mankind in Next 50 Years All of them have the connection with Solar
Source: Nobel laureate, Richard Smalley 20 October 2010| Page 5 ALL RIGHTS RESERVED. REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.
EnergyTrend: Solar Power Market Overview & Forecast
• Solar Power Market Overview • Policies Influence Market Trend – – – – –
Germany Italy China USA India
•Group- development And Niche Markets Are Becoming the Trend Of Industrial Development • Conclusion
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EnergyTrend: Solar Power Market Overview & Forecast
German Market Demand is Over-expected; Worldwide Installation in 2010 Increased from 9GW to 12GW
Source: varied materials, EnergyTrend 2010/6 20 October 2010| Page 7 ALL RIGHTS RESERVED. REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.
EnergyTrend: Solar Power Market Overview & Forecast
According to EnergyTrend’s Forecast, Worldwide Installation in 2010 is at 13.5GW, with 12.5% YoY; the Growth from China, European Countries, and the Rest of the World Will Jump Significantly
Source：EnergyTrend；2010/6 20 October 2010| Page 8 ALL RIGHTS RESERVED. REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.
EnergyTrend: Solar Power Market Overview & Forecast
• Solar Power Market Overview • Policies Influence Market Trend – – – – –
Germany Italy China USA India
•Group- development And Niche Markets Are Becoming the Trend Of Industrial Development • Conclusion
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EnergyTrend: Solar Power Market Overview & Forecast
Germany Slowed Down the Pace of Reducing the Subsidy to Help the Demand of 3Q to Remain at a Strong Trend.
Source: EnergyTrend; 2010/6
Compared with that of 2010.01, the price of electricity bought is down by 16% 20 October 2010| Page 10
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EnergyTrend: Solar Power Market Overview & Forecast
India’s Government Launched the Nation Solar Missions Related Bills, Hoping to Create Market Demand of 20GW in 2022.
Source: EnergyTrend; 2010/6 20 October 2010| Page 11 ALL RIGHTS RESERVED. REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.
EnergyTrend: Solar Power Market Overview & Forecast
U.S. Federal Government Appropriated 2 billion USD for the Development of Solar Power Plants, But Domestic Demand Still Relies on Subsidy Policies from Individual State Government.
中國多晶矽產出影響全球多晶矽供需
Source: SEIA, EnergyTrend; 2010/6
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EnergyTrend: Solar Power Market Overview & Forecast
• Solar Power Market Overview • Policies Influence Market Trend – – – – –
Germany Italy China USA India
•Group- development And Niche Markets Are Becoming the Trend Of Industrial Development • Conclusion
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EnergyTrend: Solar Power Market Overview & Forecast
As Big Players in the Industry Are Getting Bigger, 1GW is the Basic Requirement for Silicon Battery Plants’ Production Capacity. In 2010, silicon battery plant will lose competitiveness if it cannot achieve production scale of 1GW
The average conversion efficiency of mainstream silicon battery plant will be 17%;
Estimated average price of solar modules in 2010 is $ 1.85/Wp; that of cell is $1.35/Wp; Profit margin is about 10%;
Solar energy industry move towards capital- and technology-concentrated; capital will become a key factor Source：PV News, Photon International, EnergyTrend; 2010/6 20 October 2010| Page 14 ALL RIGHTS RESERVED. REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.
EnergyTrend: Solar Power Market Overview & Forecast
By Means of Spinoff or Merger, Group Companies Have Branched Out into the Solar Power Industry.
TSMC+Motech Ritek+Scheuten
Poly-Si
Ingot
Cell
Module
AUO+M.Setek+Sun Power, Abakus Solar AG
System
Wafer Based Solar Cell
Delta
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EnergyTrend: Solar Power Market Overview & Forecast
Cont.
CIGS
a-Si
Ritek+Scheuten
Raw Material
CMC
Cell to Module
AUO
CIGS or a-Si
System
Thin Film Solar Cell
TSMC+Stion
UMC S G I C
a-Si 20 October 2010| Page 16 ALL RIGHTS RESERVED. REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.
EnergyTrend: Solar Power Market Overview & Forecast
Hyundai Group accelerates its strategic expansion; cell production is 300MW in 2009, expecting to expand to 1GW with YoY 333% in 2010. Poly Silicon
Block/Ingot
Wafer
Cell&Module
System 20 October 2010| Page 17 ALL RIGHTS RESERVED. REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.
EnergyTrend: Solar Power Market Overview & Forecast
Photovoltaic Glass, Consumer Products, and other niche markets will be the target market of smaller plants.
Source: varied materials, EnergyTrend; 2010/6 20 October 2010| Page 18 ALL RIGHTS RESERVED. REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.
EnergyTrend: Solar Power Market Overview & Forecast
Perspective From EnergyTrend
• From the long term perspective, global solar market is still growing, expecting demand of European countries to reach its peak in 2010. • In 2011, market growth momentum will come from regions such as China and India. • Global solar energy industry’s shift toward group development is a definite trend. • Niche market is the target market for small vendors
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EnergyTrend: Solar Power Market Overview & Forecast
TrendForce’s Membership We serve over 175,000 members from over 200 countries Europe 24% N. America 30%
ACPC 38 % Others 8%
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EnergyTrend: Solar Power Market Overview & Forecast
TrendForce’s Clients – Current Intelligence Service Subscribers
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EnergyTrend: Solar Power Market Overview & Forecast
Endorsement from Global Investment Banks & Media Outlets
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EnergyTrend: Solar Power Market Overview & Forecast
http://www.energytrend.com/ More Information, Please Get on EnergyTrend
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