1. Solar Industry In India Solar Cell and Module manufacture is the main story

2. Two ways to harness solar power Solar Power is concentrated and converted to thermal energy which is converted to electric energy Solar Power is converted to electricity using PV (Photovoltaic) effect Regain Paradise Foundation (www.regainparadise.org) P N P N

3. Solar PV: the Value Chain Solar Modules Solar Cells Silicon Ingot Silicon Wafers This part of the chain is Oligopolistic. Increase in the poly-silicon prices (200% in 2 years) has been a key issue in the industry. Prices have plummeted this year Regain Paradise Foundation (www.regainparadise.org)

4. Solar PV Companies in India Companies are playing in the fragmented part of the industry chain with Moser Baer trying to make some serious technology investments Solar crystalline modules Hyderabad Solar semiconductors Solar modules and systems Various BHEL PV modules (both crystalline and thin film – amorphous and CIGS) and systems Hyderabad Titan Energy Systems PV modules (both crystalline and thin film – amorphous and CIGS) Has also invested in Stion (a thin film company), SolFocus (CPV company), Solaria (high efficiency cells) Bangalore Moser Baer PV Hyderabad Location(s) Solar PV Modules & Systems . Also Solar thermal products Photon Energy Systems Products Company

5. Solar Systems “solar systems” is really applications! In India the story is largely around smaller applications

11. Companies in India Solar lighting and thermal products Bangalore/Singapore Promoted by Damian Miller and NP Ramesh Orb Energy Solar Lanterns Hyderabad A New Ventures India portfolio company Noble Energy Solar Technologies Solar Thermal Heaters Bangalore A New Ventures India portfolio company NueTech Solar LED Solar lanterns Hyderabad LED Lighting and Display Systems MIC Electronics Solar Lamps US, India (Bangalore, China and east Africa) Founded by Sam Goldman and Nedjin Tozun, both Stanford graduates D.Light Solar lighting, Solar cookstoves, Bangalore Promoted by Dr. Harish Hande (IIT KGP) industry pioneer SELCO Bangalore Location(s) Solar lighting, solar lanterns, solar water pumps, solar street lights, solar heaters … JV between BP and the Tata group Tata BP Solar Solar Products Background Company