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UKPVC 2010 - Ben Hill - Why crystalline technology is the right solution for the UK solar market
1. Why crystalline technology is the
right solution for the UK solar market
Ben
Hill,
Vice-‐President
Europe
UK
PV
Conference
by
Solarplaza
22
June
2010
London,
UK
2. Company
Snapshot
Global Market Share:
~ 9%
● Founded
in
1997,
in
Changzhou,
China
China
3-5%
ROW
2-3%
Czech Rep.
4-6%
● $845.1
millions
of
Revenue
in
FY09
USA Germany
● 8,000
employees
worldwide1
13-15% 29-31%
France
● Listed
on
the
NYSE
(under
TSL
Qcker)
Spain 4-6%
Italy
Spain
12% 10-12%
19-21%
● One
single
manufacturing
campus
Belgium
7-10%
2010E
Over
700MW
modules
shipped
since
2006
750-800MW
Our
Advantage:
Ver0cally
Integrated
Business
Model
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Ingot
Wafer
Cell
Module
System
1_As
of
March
2010
2
3. Our
CompeQQve
Advantage
The Best $/kWh Value
>
Modules
ranked
by
TUV
Rheinland
(GER)1
and
Desert
Knowledge
Center
(AUS)2
tests
as
one
of
the
best
performing
module
versus
leading
internaQonal
brands
Quality
>
Center
of
excellence:
world
class
in-‐house
tes0ng
center
>
A
single
campus
to
ensure
op0mal
yield
and
quality
throughout
the
whole
Ver0cal
Integra0on
manufacturing
process
>
Efficient
management
of
supply
chain
–
just-‐in-‐Qme
management
>
Cell
efficiency:
Achieved
18.8%
for
mono
&
17.5%
for
mulQcrystalline
end
of
20093
Efficient
Technology
>
Goal:
reach
up
to
19.5%
mono
and
18.0%
mulQ
by
end
of
2010
>
Maintained
healthy
financials
all
year
round,
for
a
FY09
Gross
Margin
of
28.1%
Good
Financial
Posi0on
>
As
of
December
31,
2009,
the
Company
had
$478.1
million
in
cash
and
cash
equivalents
and
restricted
cash
1_
TUV
Reinland's
Energy
Yield
2008”
(period
from
June
1
to
September
30,
2008)
3
2_
see
slide
12
for
more
details
3_
Test
producMon
line
basis
4. The
Best
$/kWh
Under
The
Sun
Result
for
the
Photon
Test,
September
2009
(in
kWh/kWp)
95,9
94,2
94,1
91,1
90,5
90,2
88,4
88,1
87,8
87,7
86,9
83
Trina
Solar
panels
offer
one
of
the
highest
electricity
generaQon
4
5. The
Best
$/kWh
Under
The
Sun
Alice
Spring
Average
Daily
output,
2009
(Jan-‐Dec),
in
kWh/kWp
5,16
5,07
5,1
4,86
4,89
4,9
How
much
more
electricity
4,69
do
you
get
by
using
Trina
Solar
module?
4,7
Trina
vs.
4,5
BP
Mono
+8.0%
4,3
SPWR
+4.7%
BP
Poly
BP
Mono
Sunpower
Trina
Solar
Kyocera
BP
Poly
+4.5%
Kyocera
-‐1.3%
Even
under
the
harsh
summer
condiQons
of
the
Australian
summer,
Trina
Solar
recorded
one
of
the
best
performance
Source:
Data
collected
by
the
Desert
Knowledge
Australia,
a
public
iniMaMve
supported
by
the
Australia
Energy
Ministry
5
6. The
Roadmap
to
Leadership
–
Module
Shipments
2006
shipment
MW1
2007
shipment
MW1
2008
shipment
MW1
2009
shipment
MW2
2010
shipment
MW2
435
363
498
1,112
180
309
458
704
750-‐800
#
5
399
Top
10
201
On
track
to
be
among
Top
the
largest
producer
15
76
of
PV
modules
Top
20
27
STEADY
growth
to
becoming
a
leader,
while
maintaining
HEALTHY
financials
1_Source:
company
data
6
2_Source:
Company
releases
7. Long-‐Term
Expansion
Plans
Phase
1
Trina
PV
Park
East
Campus
(Phases
2
and
3)
-‐
Finished
-‐
Facility
Site
500+MW
producQon
facility
Single
manufacturing
campus
Increased
degree
of
verQcal
integraQon
and
automaQon
Trina
Photovoltaic
Park
Facility
Site
Strategic
locaQon
of
key
suppliers
Suppliers
bring
benefits
like
cost
savings
R&D
and
manufacturing
cluster
Cluster
effect
Phase
2
Phase
3
Sharing
research/test
lab
capabiliQes
(Current)
Integrated
manufacturing
capabiliQes
allows
bener
control
of
cost
quality
yield
product
development
cycle
0me
7
8. Module
Capacity
Expansion
Module
Shipments
(MW)
750-‐800
Main
facts
Module
Power
Range
170
–
290Wp
399
Wafer
Thickness
180
µm
201
Cell
Efficiency1
Up
to
19.5%
mono
75
27
Up
to
18.0%
mulQ
2006
2007
2008
2009
2010
Polysilicon
Usage
6.0g/W
in
1Q
2010
Module
Capacity
(MW)
850-‐9502
6002
350
150
75
2006
2007
2008
2009
2010
8
1_Test
producMon
line
basis
2_
Cell
and
Module
Capacity
9. Global
PV
Supply
Demand
Most
major
financial
insQtuQons
est.
2010
Demand
=
Min.
10
GW
Sources:
Various
Company
Reports
10. PV
Demand
Future
DiversificaQon
By
Region,
2010-‐2012
Global
PV
demand
is
quickly
shiiing
from
Europe
to
other
emerging
regional
markets
Europe
to
conQnue
steady
growth,
but
lose
in
overall
global
market
share
APAC
markets,
parQcularly
China,
India,
and
Japan,
will
grow
dramaQcally
in
coming
years
North
American
markets
(US
&
Canada)
poised
for
rapid
growth
in
next
3
years
2012 Global PV Demand (Est)
ROW
2011 Global PV Demand (Est) 3%
ROW Asia
2% 24%
2010 Global PV Demand (Est) Europe
Asia
54%
20% NA
Asia ROW
NA Europe 18%
NA 12% 1%
9% 16% 62%
Europe
78%
10
Source:
Internal
EsQmates
based
on
various
reports
12. Good
Reasons
To
Supply
The
UK
Market
A
New
Clean
Energy
Cash
Back
Scheme
for
PV
was
launched
last
April.
As
a
global
PV
leader,
Trina
Solar
strategy
is
to
diversify
markets
and
to
be
present
in
every
country
where
PV
exists
Other
reasons:
• The
tariffs
have
been
formulated
to
deliver
an
IRR
of
5%
to
8%
• Householders
who
install
small-‐scale
systems
are
eligible
to
receive
up
to
£1,000
a
year,
tax
free
for
25
years
•
The
Department
of
Energy
and
Climate
Change
(DECC)
has
targeted
seven
million
households
-‐
owner-‐occupied
and
rented
-‐
to
benefit
from
the
FiT
scheme
by
2020
• We
see
these
incenQves
sQmulaQng
demand
mainly
in
the
residenQal
sector
• This
market
could
see
new
installaQons
in
2011
reach
200
MW.
• Managed
correctly,
UK
could
grow
as
the
German
market
did
10
years
ago!
12
13. Trina
Solar
Strategy
in
the
UK
market
-‐
Expand
product
line
to
serve
more
customer
segments
and
markets
worldwide
-‐
Large
product
line
from
175Wp
to
290Wp
-‐
New
products
tailored
for
residenQal
and
uQlity
systems
-‐
Internal
reliability
tesQng
on
module
&
materials
-‐
Accelerated
Life
TesQng
reliability
tests
–
25yr
warranty
-‐
Working
closely
with
UL,
ICIM,
TUV
and
customers
-‐
Offering
top
quality
products
with
all
cerQficates,
including
MCS-‐cer0fied
modules
-‐-‐
the
only
ones
eligible
for
FiT
in
UK!
-‐
Full
verQcal
integraQon
to
ensure
top
quality
at
each
step
-‐ y
choosing
the
best
partners:
prominent
distributors
&
B
integrators
for
residenQal
&
commercial
segments
&
building
alliances
with
PV
developers
-‐ ocal
sales
&
technical
team
to
support
sales
L
-‐
On-‐line
aser
sales
service
launched
DELIVER
THE
BEST
VALUE
TO
-‐
Develop
global
&
diversified
customer
base
to
miQgate
risk
and
reduce
currency
exposure
CUSTOMERS
&
INVESTORS
13
14. PV
SoluQons
for
UK
market:
The
AestheQc
SoluQon
Germany
6%
ResidenQal
37%
Commerical
56%
UQlity
Scale
Growing
residenQal
segment,
AestheQc
soluQons
Italy
requires
Special
soluQon
20%
30%
ResidenQal
Commerical
UQlity
Scale
50%
BIPV
14
15. Basic
Data
&Technology
of
the
AestheQc
SoluQon
TSM-‐DC01
Black
module
-‐
AestheQc
Appearance
through
Black
Design
-‐
AnracQve
appearance
on
residenQal
and
commercial
roofs
-‐
Robust
anodic
oxidaQon
aluminum
frame
for
none
fading
black
look
and
feel
-‐
PosiQve
tolerance
(0/+3)
-‐
Module
bears
pressure
up
to
5400
PA
-‐
Manufactured
according
to
InternaQonal
Quality
and
Environmental
Management
System
(ISO9001,
ISO14001)
-‐
Independently
cerQfied
by
internaQonal
cerQficaQon
body
(TÜV,
UL,
ICIM,
VDE,
JET,
CSA
and
SGS)
15
16. PV
SoluQons
for
UK
market:
Higher
efficiency
QuadMax
module
Layout
of
tradiQonal
OpQmized
usage
of
TradiQonal
MONO
Cell
MONO
cell
space
TradiQonal/old
shape
of
UQlizaQon
of
space
is
New
cell
technology
has
MONO
crystalline
cells
subopQmal
opQmized
the
usage
of
space
16
17. 1.
Technology
–
Basic
Idea
Trina
Square
MONO
cell
–
Normal
manufacturing
process
New
manufacturing
process
has
been
developed
to
produce
square
MONO
cells.
Cell
type
1:Trina
Square
MONO
cell-‐Normal
QuadMAX–
High
Efficiency
manufacturing
process
1. Two
high
temperature
thermal
processes
2. AddiQonal
prinQng
and
cleaning
step
3. Usage
of
special
paste
for
cell
surface
→
Conversion
efficiency:
up
to
18.8%
→
Average
efficiency:
18.2%
Cell
2:Trina
Square
MONO
cell-‐High
Efficiency
18. Technology
–
Basic
Idea
-‐
Square
MONO
module
ImplemenQng
this
new
technology
in
a
module
the
unuQlized
surface
which
would
be
able
to
produce
energy
sums
up.
Power
output
W
[%}
Quad
MAX
W[%]
TradiQonal
octagonal
cell
W
[%]
+
8%
72cells
MONO
module
=
180-‐185W
72cells
MONO
module
=
200-‐205W
18
19. Crystalline
VS.
Thin
Film:
Shipments
per
Technology
2008
&
2009
Shipments
per
technology
in
2008
&
2009
(source:
Navigant
Consul0ng)
19
20. Forecast:
Thin
film
versus
Crystalline
Shipments
2013
18%
82%
Shipments
per
technology
2010-‐2013
(source:
Navigant
Consul0ng)
20
