Professional Documents
Culture Documents
05 Centrotherm Faller - PPT Ohne Extra Slides - PDF Web PDF
05 Centrotherm Faller - PPT Ohne Extra Slides - PDF Web PDF
Introduction Centrotherm
Market
Value Chain Poly Silicon Route
PV Panel Production
2010
Major order for the construction of a poly-silicon factory in Qatar
Cooperation with Reis Robotics in the area of integrated process and automation technology
2009
Realization of the largest to-date turnkey solar cell production line of 250 MW annual capacity
“First Silicon Out" at poly silicon equipment customers in Asia
Expansion of turnkey product range: crystalline module production
2008
Foundation of centrotherm SiTec GmbH - Bundling of expertise in the solar silicon area
Foundation of sales and service companies in Italy and the USA
Acquisition of FHR Anlagenbau GmbH (Sputtering equipment)
2007: IPO of centrotherm photovoltaics AG; Admission to the TecDAX
2006
Entry into the solar silicon business
Delivery of first turnkey solar cell production lines
2005: Foundation of centrotherm photovoltaics AG
2004 – 2003
Separation of business units
Foundation of centrotherm thermal solutions GmbH & Co. KG
2002 – 2001
Cooperation agreement for research projects with the University of Konstanz, Germany
Primary supplier of key equipment to well-known solar cell producers
2000
Joint research projects with the Fraunhofer Institute für Solare Systeme, Germany
Entry into the Asian market
1979: First photovoltaic products supplied to well-known Fraunhofer Gesellschaft and Telefunken Systemtechnik GmbH
1976: Foundation of centrotherm Elektrische Anlagen GmbH
Frankfurt/Oder
Hanover
Singapore
CTPV Taiwan
Ottendorf-Okrilla
Dresden
CTPV Singapore
Abensberg
Martinsried
Blaubeuren Headquarters
Burghausen
Constance Locations in Germany and International Sales & Service Companies
Consulting &
in million € Engineering
Rest of World Other
16.1 (3.2%)
46.3 (9.1%) 3.0 (0.6%)
Service &
Rest of Europe Turnkey
Replacement
Production
parts
53.8 (10.6%) Lines
16.8 (3.3%)
117.8 (23.1%)
Germany
Total:
47.2 (9.3%) Total:
509.1 Asia 509.1
361.9 (71.1%)
Single
Equipment
355.3 (69.8%)
Export Quota: 90.7%
Silicon & Wafer Solar cell & Module Thin film module
Sunshine
Asia
Silicon
Introduction Centrotherm
Market
Value Chain Poly Silicon Route
PV Panel Production
Source: EPIA
Source: SEIA
Source: SEIA
15 14
c-Si
10
10 dominant
7
6
5 3
0
2007 2008 2009 2010 2011 2012 2013
• shortfall of Spanish market & finance crisis 2009 mainly affecting ground
mounted PV systems
• Additional FIT cut discussion in Germany for second half 2010
(no support for farmland solar system and 16% cut)
nevertheless bright outlook dominated by c-Si technology
Note: Retail price in most East Coast US states as well as California is 0.15 $ / kWh;
this gives rise to PV electrcity being competitive in these markets today
• NREL study
looked at 1000
cities nationwide
•Meaningful population
centers at or near
„Grid Parity“
+0.5% p.a.
• 2015 with 0.5%
annual rate hike
•Includes:
•ITC only
•Falling system
prices
• 98% within
5 cents/ kWh
+1.0% p.a.
• 2015 with 1.0%
annual rate hike
•Includes:
•ITC only
•Falling system
prices
• 99% within
5 cents/ kWh
no concern about
demand for PV
0.40
Average household electricity price in €/kWh
0.35
0.30 Installed
System Price
2.50 € / Wp
Above
Grid Blue Line:
0.25 Hawaii Parity
Grid Parity
Italy
0.20 Germany
Portugal
0.15 California
France
Spain
0.10
Australia
Greece Texas
0.05 Taiwan India
Introduction Centrotherm
Market
Value Chain Poly Silicon Route
PV Panel Production
Solar
Silicon Ingot/ Wafer Module
Cell
Other
10%
Solar
Silicon Ingot/ Wafer Module
Cell
Other
Key drivers of processing cost (multi): Electricity
4%
4%
Line throughput (= CAPEX depreciation) Depreciation
Materials: 30%
- crucibles
- slurry
- wire
2%
Labor cost
Processing cost: 0.73 … 0.90 €/wafer 60%
Materials
(excluding feedstock: polysilicon)
Other
Key drivers of processing cost Electricity
5%
3%
Solar cell efficiency (=> Wp!)
Line throughput (= CAPEX depreciation) Depreciation
37%
Materials:
- Ag / Al pastes
- Process media
52%
Processing cost: 0.18 … 0.27 €/Wp Materials
3%
(excluding feedstock: wafers) Labor cost
Solar
Silicon Ingot/ Wafer Module
Cell
Ingoting
Wafering
Integrated
factory Solar cell line
Module line
MG Silicon Plant
Solar academy
Power plant
single
factories -0.5% -0.5%
2010
fully
integrated
factory 2010
2700 t 107 Mio 403 MW 395 MW
Wafer Cells Modules
Fully
integrated
factory 2013
2700 t 124 Mio 498 MW 488 MW
Wafer Cells Modules
Introduction Centrotherm
Market
Value Chain Poly Silicon Route
PV Panel Production
Module structure:
>90% of c-Si based modules consist of this structure; typical values and data in ()
Junction box
Multi Mono
and
~ 14 m
~ 90 m
Module Tester
Back end
Laminator
Stringer
Layup Station
Glass washing
Feedstock