[sample] Outlook for the Worldwide Solar Power Market in 2010~2011

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.

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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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