AHK Trade Mission Event Photovoltaics and Solar Thermal Energy Mexico City November 14, 2017 SINGULUS TECHNOLOGIES

Transcription

1 AHK Trade Mission Event Photovoltaics and Solar Thermal Energy Mexico City November 14, 2017 SINGULUS TECHNOLOGIES November 2017

2 Agenda November SINGULUS - Innovations for New Technologies State-of-The-Art Equipment Supplier in combination with market orientated Technology Know-How I. Corporate Profile II. Photovoltaic Informations III. SINGULUS Photovoltaic Product Portfolio IV. Crystalline Solar Cell Technology I. Process Steps Al-BSF and PERC V. SOLARE Turn Key Production Line for Crystalline Solar Cells i. Key Equipment at SOLARE Turn Key Production Line ii. Example Layouts iii. The Full System Package iv. Key Advantages of the SOLARE Turn Key Production Line Package v. Guaranteed Efficiencies and Budget Pricing vi. Comparison Total Production Cost on Cell and Module Level VI. Thin Film Solar Cell Technology (CIGS Snap Shot)

3 Agenda November SINGULUS - Innovations for New Technologies State-of-The-Art Equipment Supplier in combination with market orientated Technology Know-How I. Corporate Profile II. Photovoltaic Informations III. SINGULUS Photovoltaic Product Portfolio IV. Crystalline Solar Cell Technology I. Process Steps Al-BSF and PERC V. SOLARE Turn Key Production Line for Crystalline Solar Cells i. Key Equipment at SOLARE Turn Key Production Line ii. Example Layouts iii. The Full System Package iv. Key Advantages of the SOLARE Turn Key Production Line Package v. Guaranteed Efficiencies and Budget Pricing vi. Comparison Total Production Cost on Cell and Module Level VI. Thin Film Solar Cell Technology (CIGS Snap Shot)

4 Corporate Profile November SINGULUS - Innovations for New Technologies State-of-The-Art Equipment Supplier in combination with market orientated Technology Know-How Semiconductor Photovoltaic Optical Disc Healthcare Location: Kahl am Main (near Frankfurt), Germany Established: 1995 (Buyout at Merger Balzers/Leybold) IPO: 1997 Employees: 320 Photovoltaic: Experience since 1995 Research & Development Consulting Engineering & Design Project Management Production Installation Commissioning Service/Maintenance Hotline24/7 Training

5 Corporate Profile November SINGULUS - Innovations for New Technologies Worldwide Connected, Close to the Markets, Close to the Customer Base Headquarter Kahl am Main, Germany Production Site Fürstenfeldbruck, Germany Optical Disc over systems sold incl. Metallizer US West San Jose, CA US East (HQ) Hartford, CT France Sausheim China Guangzhou China Shanghai Taiwan Taipeih Semiconductor over 180 systems installed Mexico (Service Hub) Guadalajara, JAL Latin America Sao Paulo Asia Pacific Singapore Photovoltaic over 6 GW production capacity installed Headquarter Subsidiaries/Sales & Services Production Site Fürstenfeldbruck Agents

6 Corporate Profile November SINGULUS - Innovations for New Technologies State-of-The-Art Equipment Supplier in combination with market orientated Technology Know-How THIN FILM DEPOSITION SURFACE ENGINEERING THERMAL PROCESSING WET CHEMICAL Markets Energy Entertainment Mobility Semiconductor Consumer

7 Agenda November SINGULUS - Innovations for New Technologies State-of-The-Art Equipment Supplier in combination with market orientated Technology Know-How I. Corporate Profile II. Photovoltaic Informations III. SINGULUS Photovoltaic Product Portfolio IV. Crystalline Solar Cell Technology I. Process Steps Al-BSF and PERC V. SOLARE Turn Key Production Line for Crystalline Solar Cells i. Key Equipment at SOLARE Turn Key Production Line ii. Example Layouts iii. The Full System Package iv. Key Advantages of the SOLARE Turn Key Production Line Package v. Guaranteed Efficiencies and Budget Pricing vi. Comparison Total Production Cost on Cell and Module Level VI. Thin Film Solar Cell Technology (CIGS Snap Shot)

8 Photovoltaic Information November The Crystalline Photovoltaic Value Chain From Silicon to Solar Modules The Full Production Value Chain Silicon Ingotting Wafering Solar Cell Module Sand to metallurgical silicon Si melted / solidified to Si block (Ingot) Ingot to solar wafers Wafer to solar cell Cell to module Source of Figure : NREL

9 Photovoltaic Information November Selection Criteria for Solar Cell Concept The State-Of-The-Art mass production with Production Lines for Standard- and High Efficiency Cells Globally competitive quality Lowest production cost Highest cell efficiency / module power Product differentiation compared to standard modules High-potential / Low risk technology selection o No fancy promises that do not work in practice o Many small steps are better than 1 big risky step Lowest material consumption Small foot print Best price/performance ratio Reduced man power per throughput PERC (Bifacial*) * depending on mounting conditions

10 Photovoltaic Information November Market Information Worldwide Market Shares for different Cell Technologies Market Shares predicts a mainstream for double sided contact cell concepts PERC is gaining market share (20% in 2017) BSF share is shrinking Back contact + HJ slow increasing Si tandem under development Source of Figure : ITRPV Eighth Edition 2017

11 Agenda November SINGULUS - Innovations for New Technologies State-of-The-Art Equipment Supplier in combination with market orientated Technology Know-How I. Corporate Profile II. Photovoltaic Informations III. SINGULUS Photovoltaic Product Portfolio IV. Crystalline Solar Cell Technology I. Process Steps Al-BSF and PERC V. SOLARE Turn Key Production Line for Crystalline Solar Cells i. Key Equipment at SOLARE Turn Key Production Line ii. Example Layouts iii. The Full System Package iv. Key Advantages of the SOLARE Turn Key Production Line Package v. Guaranteed Efficiencies and Budget Pricing vi. Comparison Total Production Cost on Cell and Module Level VI. Thin Film Solar Cell Technology (CIGS Snap Shot)

12 SINGULUS Photovoltaic Product Portfolio November Technology and Production-Equipment for Crystalline & Thin Film Solar PV Technology Overview with SINGULUS Product Portfolio CIGS Thin Film Solar Cells Selenization and Sulphurisation Systems Horizontal- and Vertical PVD Sputter Systems Wet Process Applications Evaporation System CIGS = Highest Performance Potential CdTe Thin Film Solar Cells Wet Process Applications Horizontal- and Vertical PVD Sputter Systems CdTe = Lowest Production Cost per Watt/Peak Crystalline Solar Cells (BSF, PERC, HJT) SOLARE Turn Key Solution Batch- and Inline Wet Processing AR and ITO/ Ag Deposition (HJT) c-si = Highest Efficiency

13 Agenda November SINGULUS - Innovations for New Technologies State-of-The-Art Equipment Supplier in combination with market orientated Technology Know-How I. Corporate Profile II. Photovoltaic Informations III. SINGULUS Photovoltaic Product Portfolio IV. Crystalline Solar Cell Technology I. Process Steps Al-BSF and PERC V. SOLARE Turn Key Production Line for Crystalline Solar Cells i. Key Equipment at SOLARE Turn Key Production Line ii. Example Layouts iii. The Full System Package iv. Key Advantages of the SOLARE Turn Key Production Line Package v. Guaranteed Efficiencies and Budget Pricing vi. Comparison Total Production Cost on Cell and Module Level VI. Thin Film Solar Cell Technology (CIGS Snap Shot)

14 Crystalline Solar Cell Technology November Al-BSF Cell Technology and Production-Equipment Process Steps at Al-BSF Cells (Aluminum Back-Surface Cell) Source of Figure : NREL

15 Crystalline Solar Cell Technology November PERC Cell Technology and Production-Equipment Process Steps at PERC Cells (Passivated Emitter and Rear Cell) Source of Figure : NREL

16 Agenda November SINGULUS - Innovations for New Technologies State-of-The-Art Equipment Supplier in combination with market orientated Technology Know-How I. Corporate Profile II. Photovoltaic Informations III. SINGULUS Photovoltaic Product Portfolio IV. Crystalline Solar Cell Technology I. Process Steps Al-BSF and PERC V. SOLARE Turn Key Production Line for Crystalline Solar Cells i. Key Equipment at SOLARE Turn Key Production Line ii. Example Layouts iii. The Full System Package iv. Key Advantages of the SOLARE Turn Key Production Line Package v. Guaranteed Efficiencies and Budget Pricing vi. Comparison Total Production Cost on Cell and Module Level VI. Thin Film Solar Cell Technology (CIGS Snap Shot)

17 SOLARE Turn Key Production Line November SOLARE Crystalline Solar Cell Turn Key Line

18 SOLARE Turn Key Production Line November Key Equipment at the SOLARE Turn-Key Production Line SINGULUS Product Placement at Al-BSF and PERC Cell Line as Turn-Key Solution SOLARE SOLARE Mono Line SOLARE Multi Line

19 SOLARE Turn Key Production Line November SOLARE PERC Standard Production Line with 100 MW Throughput Example Layout of an 100 MW SOLARE Production Line for PERC Solar Cells The layout is executed on a 100 MW example line: efficient production flow ideal connection to utility expanding in the future Footprint ~ 60x100 m 100 MW calculations: Ground floor First Floor Cells : 2800 wph (gross) Modules : 46 mph (60 cells)

20 SOLARE Turn Key Production Line November The Full System Package - Scope of Supply at SOLARE The Full System Package combined at the SOLARE Turn-Key Projects Integrated Production Line SOLARE with Service Packages as TURN KEY SOLUTION: Singulus Equipment Package (Key Equipment's) Verified Utility/Facility Package On-site Project Engineering / Management Package Ramp-up and Process commissioning and guarantees Line integration, Process Commissioning and Optimizing for the Operation Archiving of guaranteed Efficiency and Throughput Guaranteed Budget and Timeline Control Consulting on optimized Building including facilities and utilities

21 SOLARE Turn Key Production Line November Key Advantages of the SOLARE Turn Key Package Secured Project on Commercial and Technology Aspects guaranteed by SINGULUS Face-to-Face Business (SINGULUS as General Contractor) Secured Production Start (Contracted time-/project line) Guaranteed Efficiency & Throughput = Guaranteed Yearly Capacity Conservative approach High Potential to increase Capacity of Production with no capital increase Capital Investment fixed (no escalation) Related Business Plan executed Package of optional Turn-Key Services for customization Proven technology (risk reduced) Proven Equipment Best available technology on the Market

22 SOLARE Turn Key Production Line November Guaranteed Key Performance Parameters at the SOLARE Package Guaranteed Efficiencies (Cell) and Budget Prices on Standard Solar Cell Production Lines by SINGULUS Efficiency Efficiency Al-BSF Efficiency PERC Efficiency PERC Bifacial Multi % % % Mono (p-type) % % % Budget Pricing 100 MW/Year 200 MW/Year 600 MW/Year Budget Cell Line ~ 19 Mio Euro ~ 35 Mio Euro ~ 85 Mio Euro Budget Utilities ~ 7 Mio Euro ~ 10 Mio Euro ~ 25 Mio Euro Total ~ 26 Mio Euro ~ 45 Mio Euro ~ 110 Mio Euro Budget Prices based on MULTI PERC Cell Production Lines (without Building) All listed efficiencies and budget-prices for information only No additional hardware investment at Cell Line for Bifacial required

23 SOLARE Turn Key Production Line November Comparison Total Production Cost based on SOLARE Key Figures Comparison Total Production Cost on Cell and Module Level (600 MW vs. 130 MW PERC) Solar Cell Module Multi Al-BSF Multi-PERC Multi Al-BSF Multi-PERC Multi Al-BSF Multi-PERC Multi Al-BSF Multi-PERC 600 MW/Year Throughput 130 MW/Year Throughput 600 MW/Year Throughput 130 MW/Year Throughput Total Production Costs SOLAR CELL in /Wp Total Production Costs MODULE in /Wp Remark: Module with 60 Cells and cell to module loss/gain considered averg. water & waste cost 0,80 /m3 averg. electricity cost 0,04 /kwh averg. annual salary based on European standard Deprecation for equipment and building considered Values for information only

24 Agenda November SINGULUS - Innovations for New Technologies State-of-The-Art Equipment Supplier in combination with market orientated Technology Know-How I. Corporate Profile II. Photovoltaic Informations III. SINGULUS Photovoltaic Product Portfolio IV. Crystalline Solar Cell Technology I. Process Steps Al-BSF and PERC V. SOLARE Turn Key Production Line for Crystalline Solar Cells i. Key Equipment at SOLARE Turn Key Production Line ii. Example Layouts iii. The Full System Package iv. Key Advantages of the SOLARE Turn Key Production Line Package v. Guaranteed Efficiencies and Budget Pricing vi. Comparison Total Production Cost on Cell and Module Level VI. Thin Film Solar Cell Technology (CIGS Snap Shot)

25 Thin Film Solar Cell Technology (Snap Shot CIGS) November Technology and Production-Equipment for CIGS Solar Cells CIGS Thin Film Cells CIGS vs. Crystalline Technology CIGS Efficiencies Increase over the last years (over 15% in production) Limited number of handling steps No degradation of cell performance long term stability Aesthetic module design, branding of proprietary module technology Light Soaking Effect After initial period of exposure to sunlight, the CIS light soaking effect will result in higher output than specified Compared to polycrystalline silicon technology, consistently higher output ratio for CIS modules (for every installed kilowatt-peak) High Capex and Complex Process Window

26 Process Flow Thin Film Solar Cell Technology (Snap Shot CIGS) November Technology and Production-Equipment for CIGS Solar Cells CIGS Thin Film Cells The full PV Value Chain in one Production Flow From Glass to Module sunny side (up) Glass Substrate 3 mm Encapsulant (EVA/PVB) TCO (ZnO:Al) CdS alt. ZnS Cu (In, Ga) Se2 Mo Metal Back Contact Glass Substrate 3 mm

27 Thin Film Solar Cell Technology (Snap Shot CIGS) November Technology and Production-Equipment for CIGS Solar Cells CIGS Thin Film Cells The full PV Value Chain in one Production Flow From Glass to Module

28 Contact November Questions Q & Answers A Headquarter - Kahl am Main, Germany Thomas Künzl Director Sales & Marketing thomas.kuenzl@singulus.de Mobile SINGULUS TECHNOLOGIES INC. Hartford/CT, USA Neil Brokenshire President and CEO neil.brokenshire@singulus.com SINGULUS Technologies AG

29 Contact November Hanauer Landstrasse 103 D Kahl/Main Bernhard Krause, Communications Worldwide Tel: Bernhard.Krause@singulus.de Forward-Looking Statements This presentation contains forward-looking statements based on current expectations, assumptions and forecasts of the executive board and on currently available information. Various known and unknown risks, unpredictable developments, changes in the economic and political environment and other presently not yet identifiable effects could result in the fact that the actual future results, financial situation or the outlook for the company differ from the estimates given here. We are not obligated to update the forward-looking statements made in this presentation unless there is a legal obligation.