Volume 1 photovoltaic solar energy 1 09 – overview of the global PV industry Volume 1 photovoltaic solar energy 1 09 – overview of the global PV industry Volume 1 photovoltaic solar energy 1 09 – overview of the global PV industry Volume 1 photovoltaic solar energy 1 09 – overview of the global PV industry Volume 1 photovoltaic solar energy 1 09 – overview of the global PV industry Volume 1 photovoltaic solar energy 1 09 – overview of the global PV industry
Trang 1A Jäger-Waldau, Institution for Energy Transport, Ispra, Italy
© 2012 Elsevier Ltd All rights reserved
1.09.2 Development of the Photovoltaic Industry
1.09.3 The Photovoltaic Industry in 2010
1.09.3.2 Solar Cell Production Companies
1.09.3.2.1 Suntech Power Co Ltd (PRC)
1.09.3.2.2 First Solar LLC (USA)
1.09.3.2.3 JA Solar Holding Co Ltd (PRC)
1.09.3.2.4 Yingli Green Energy Holding Company Ltd (PRC)
1.09.3.2.5 Trina Solar Ltd (PRC)
1.09.3.2.6 Motech Solar (Taiwan)
1.09.3.2.7 Q-Cells AG (Germany)
1.09.3.2.8 Sharp Corporation (Japan)
1.09.3.2.9 Gintech Energy Corporation (Taiwan)
1.09.3.2.10 Neo Solar Power Corporation (Taiwan)
1.09.3.2.11 Canadian Solar Inc (PRC)
1.09.3.2.12 Renewable Energy Corporation AS (Norway)
1.09.3.2.13 Solar World AG (Germany)
1.09.3.2.14 SunPower Corporation (USA)
1.09.3.2.15 Kyocera Corporation (Japan)
1.09.3.2.16 SANYO Electric Company (Japan)
1.09.3.2.17 E-Ton Solar Tech Co Ltd (Taiwan)
1.09.3.2.18 Sun Earth Solar Power Co Ltd (PRC)
1.09.3.2.19 Hanwha SolarOne (PRC)
1.09.3.2.20 Bosch Solar (Germany)
1.09.3.3 Polysilicon Supply
1.09.3.3.1 Silicon production processes
1.09.3.4 Polysilicon Manufacturers
1.09.3.4.1 Hemlock Semiconductor Corporation (USA)
1.09.3.4.2 Wacker Polysilicon (Germany)
1.09.3.4.3 OCI Company (South Korea)
1.09.3.4.4 GCL-Poly Energy Holdings Limited (PRC)
1.09.3.4.5 MEMC Electronic Materials Inc (USA)
1.09.3.4.6 Renewable Energy Corporation AS (Norway)
1.09.3.4.7 LDK Solar Co Ltd (PRC)
1.09.3.4.8 Tokuyama Corporation (Japan)
1.09.3.4.9 Elkem AS (Norway)
1.09.3.4.10 Mitsubishi Materials Corporation (Japan)
References
EC Framework Programme This is the main instrument power by converting solar radiation into direct current
of the European Union for funding research electricity using semiconductors that exhibit the
Feed-in tariff A feed-in tariff is a policy mechanism that photovoltaic effect The energy conversion devices are obliges regional or national electric grid utilities to buy called solar cells
renewable electricity (electricity generated from renewable Photovoltaic capacity The capacity of photovoltaic sources, such as solar power, wind power, wave and tidal systems is given in Wp (watt peak) This characterizes the power, biomass, hydropower, and geothermal power) maximum DC (direct current) output of a solar module from all eligible participants at a fixed price over a fixed under standard test conditions, that is, at a solar radiation
Comprehensive Renewable Energy, Volume 1 doi:10.1016/B978-0-08-087872-0.00110-4 161
Trang 2Photovoltaic electricity generation The actual electricity
generation potential of a photovoltaic electricity system
depends on the solar radiation and the system
performance, which depends on the balance of system
component losses For a solar radiation between 600 and
2200 kWh m−2 yr−1, an average PV system can produce
between 450 and 1650 kWh of AC electricity
Photovoltaic (PV) energy system A PV system is
composed of three subsystems:
• On the power generation side, a subsystem of PV devices
(cells, modules, arrays) converts sunlight to direct current
(DC) electricity
• On the power-use side, the subsystem consists mainly of
the load, which is the application of the PV electricity
• Between these two, we need a third subsystem that enables
the PV-generated electricity to be properly applied to the
load This third subsystem is often called the ‘balance of system’ or BOS
Photovoltaic module and photovoltaic system A number
of solar cells form a solar ‘module’ or ‘panel’, which can then be combined to solar systems, ranging from a few watts of electricity output to multi-megawatt power stations
Polysilicon or polycrystalline silicon A material consisting of small silicon crystals
Solar cell production capacities
• In the case of wafer silicon-based solar cells, only the cells
• In the case of thin films, the complete integrated module
• Only those companies that actually produce the active circuit (solar cell) are counted
• Companies that purchase these circuits and make cells are not counted
1.09.1 Introduction
Since more than 10 years, photovoltaics (PV) is one of the fastest growing industries with growth rates well beyond 40% per annum This growth is driven not only by the progress in materials and processing technology, but also by market introduction programs in many countries around the world and the increased volatility and mounting fossil energy prices Despite the negative impacts of the economic crisis in 2009, PV is still growing at an extraordinary pace
Production data for the global cell production in 2010 vary between 18 and 27 GW The significant uncertainty in the data for 2010 is due to the very competitive market environment, as well as the fact that some companies report shipment figures, whereas others report sales or production figures In addition, the difficult economic conditions and increased competition led to a decreased willingness to report confidential company data The previous tight silicon supply situation reversed due to massive production expansions as well as the economic situation This led to a price decrease from the 2008 peak of around 500 $ kg−1 to about 50–55 $ kg−1 at the end of 2009 with a slight upward tendency throughout 2010 and early 2011
Our own data, collected from various companies and colleagues, were compared to various data sources and thus led to an estimate of 21.5 GW (Figure 1), representing again a production growth of about 80% compared to 2009 [1–3]
Since 2000, total PV production increased almost by 2 orders of magnitude, with annual growth rates between 40% and 80% The most rapid growth in annual production over the last 5 years could be observed in China and Taiwan, which together now account for more than 50% of worldwide production
The market has changed from a supply- to a demand-driven market and the resulting overcapacity for solar modules has resulted
in a dramatic price reduction of more than 50% over the last 3 years Especially for companies in their start-up and expansion phase with limited financial resources, the oversupply situation anticipated for at least the next few years in conjunction with the continuous pressure on average selling prices (ASPs) is of growing concern The recent financial crisis added pressure as it resulted
in higher government bond yields and ASPs have to decline even faster than previously expected to allow for higher project internal rate of returns (IRRs)
In 2008, new investments in solar power surpassed those in bioenergy and were second only to wind with US$ 33.5 billion (€25.8 billion (exchange rate: €1 = US$1.30)) or 21.6% of new capital [4] Business analysts are confident that despite the current turmoil the industry fundamentals as a whole remain strong and that the overall PV sector will continue to experience a significant long-term growth Following the stock market decline, as a result of the financial turmoil, the PPVX (photon pholtovoltaic stock index) declined from its high at over 6500 points at the beginning of 2008 to 2095 points at the end of 2008 (The PPVX is a noncommercial financial index published by the solar magazine Photon and ÖKO-INVEST The index started on 1 August 2001 with
1000 points and 11 companies and is calculated weekly using the Euro as reference currency Only companies that made more than 50% of their sales in the previous year with PV products or services are included.) At the beginning of April 2011, the index stood at
2571 points and the market capitalization of the 30-PPVX companies (please note that the composition of the index changes as new companies are added and others have to leave the index) was €43.5 billion
Market predictions for the 2011 PV market vary between 17.3 GW by the Navigant Consulting conservative scenario [5], 19.6 GW
by Macquarie [6], and 22 GW by iSuppli [7] with a consensus value in the 18–19 GW range Massive capacity increases are under way
or announced and if all of them are realized, the worldwide production capacity for solar cells would exceed 50 GW at the end of 2011 This indicates that even with the optimistic market growth expectations, the planned capacity increases are way above the market
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2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 Figure 1 World PV cell/module production from 2000 to 2010 ROW, rest of world Data source: Mints P Manufacturer Shipments, Capacity and Competitive Analysis 2009/2010 Palo Alto, CA: Navigant Consulting Photovoltaic Service Program [1]; Mints P (March 2010) The PV Industry’s Black Swan Photovoltaics World [2]; PV News (May 2010) Published by The Prometheus Institute, ISSN 0739-4829 [3]; our own analysis
growth The consequence would be the continuation of the low utilization rates and therefore a continued price pressure in an oversupplied market Such a development will accelerate the consolidation of the PV industry and spur more mergers and acquisitions The current solar cell technologies are well established and provide a reliable product, with sufficient efficiency and guaranteed energy output for at least 25 years of lifetime This reliability, the increasing potential of electricity interruption from grid overloads,
as well as the rise of electricity prices from conventional energy sources add to the attractiveness of PV systems
About 80% of the current production uses wafer-based crystalline silicon (c-Si) technology A major advantage of this technology is that complete production lines can be bought, installed, and be up and producing within a relatively short time frame This predictable production start-up scenario constitutes a low-risk placement with calculable returns on investments However, the temporary shortage in silicon feedstock and the market entry of companies offering turnkey production lines for thin-film solar cells led to a massive expansion of investments in thin-film capacities between 2005 and 2009 More than 200 companies are involved in the thin-film solar cell production process ranging from R&D activities to major manufacturing plants
Projected silicon production capacities available for solar in 2012 vary from 140 000 metric tons from established polysilicon producers, up to 185 000 metric tons, including the new producers [8], and 250 000 metric tons [9] The possible solar cell production will in addition depend on the material use per Wp (watt peak) Material consumption could decrease from the current
8 to 7 g Wp−1 or even 6 g Wp−1, but this might not be achieved by all manufacturers
Similar to other technology areas, new products will enter the market, enabling further cost reduction Concentrating photo voltaics (CPV) is an emerging market There are two main tracks – either high concentration >300 suns (HCPV) or low to medium concentration with a concentration factor of 2 to ∼300 In order to maximize the benefits of CPV, the technology requires high direct normal irradiation (DNI) and these areas have a limited geographical range – the ‘Sun Belt’ of the Earth The market share of CPV is still small, but an increasing number of companies are focusing on CPV In 2008, about 10 MW of CPV was produced, and market estimates for 2010 are in the 10–20 MW range and for 2011 about 50–100 MW is expected In addition, dye-cells are getting ready to enter the market as well The growth of these technologies is accelerated by the positive development of the PV market as a whole
It can be concluded that in order to maintain the extremely high growth rate of the PV industry, different pathways have to be pursued at the same time:
• continuation to expand solar-grade silicon production capacities in line with solar cell manufacturing capacities;
• accelerated reduction of material consumption per silicon solar cell and Wp, for example, higher efficiencies, thinner wafers, and less wafering losses;
• accelerated ramp-up of thin-film solar cell manufacturing; and
• accelerated CPV introduction into the market, as well as capacity growth rates above the normal trend
Further PV system cost reductions will depend not only on the technology improvements and scale-up benefits in solar cell and module production, but also on the ability to decrease the system component costs, as well as the whole installation, projecting, operation, permitting, and financing costs
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1.09.2 Development of the Photovoltaic Industry
With the oil crisis of the 1970s, many countries in the world started solar energy research and development (R&D) programs, but it took another 20 years until the first market implementation programs for grid-connected solar PV electricity generation systems started in the early 1990s and began to prepare the basis for the development of a PV industry
Between 1982 and 1990, the annual shipments increased from roughly 8 to 48 MW per year In the early 1980s, the PV market had been strongly dominated by the large-scale segment where the influence of the USA Carissa plains plant (1983–85) is obvious Since then, the main driver for the production expansion was the increasing use of PV electricity for communication purposes, leisure activities (camping, boats), solar home systems, and water pumping Figure 2 gives a breakdown of the different applications
in which PV systems were used during the period from 1990 to 1994 [10] At that time, about 90% of PV applications worldwide were not grid connected with a somewhat higher share of 22% of grid-connected systems in Europe due to the German
1000 PV-roof program
The development of the world PV cell production between 1988 and 1994 is shown in Figure 3
Other remote
leisure Remote houses
15%
7%
Consumer indoor
Military/signaling Communication
Cathodic protection 3%
Figure 2 World PV application market breakdown from 1990 to 1994 [10]
Figure 3 World solar cell production from 1988 to 1994 [11] ROW, rest of world
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Figure 4 Regional and technology distribution of solar cell production capacities in 1994 [10] a-Si, amorphous silicon; c-Si, crystalline silicon; ROW, rest of world
In 1994, about 80 companies with a total production capacity of 130 MW existed worldwide and their activities ranged from research to production of solar cells About half of them were actually manufacturing Another 29 companies were involved in module production only Out of the solar cell companies, 41 companies used c-Si, 2 ribbon silicon, 19 amorphous silicon (a-Si), 3 CdTe, 5 CIS (copper indium diselenide), and 10 companies worked on other concepts like III–V concentrator cells or spherical cells The breakdown of the production capacities for the different technologies is shown in Figure 4
The largest annual manufacturing capacity of a single company at that time was about 10 MW for single c-Si solar cells and 5 MW for a-Si Most companies had an annual capacity of 1–3 MW The annual production capacities and their utilization rates for 1992 and 1994 are shown in Figure 5
The first large-scale program to introduce decentralized grid-connected PV systems started in September 1990 in Germany with the so-called 1000 PV-roof program The aim of the program, which was initiated by the German ministry for Science and Technique, was
to evaluate the current status of the technology and to determine the future research and development needs for small-scale grid-connected PV systems Under the 1000 PV-roof program, applicants received 50% funding of investment costs from the federal government plus 20% from the Land government Eventually, 2250 PV-roof systems with about 5 MW were installed between 1991 and 1995 [13] However, with the end of the program, a number of solar cell manufacturers and a lot of smaller companies, especially installers, had financial problems, which were only partly compensated by some smaller local support programs
Figure 5 Geographical distribution of production and capacity in 1992 and 1994 [10, 12] ROW, rest of world
Trang 6Shell Solar 3.4%
9.4%
Mitsubishi Electric (JP) 5.7%
Others 23.5%
414 MW
Sharp (JP) 24.3%
428 MW
Kyocera (JP)
Schott Solar 5.4% Sanyo (JP) 7.1%
Figure 6 Top 10 photovoltaic companies in 2005 (total shipments in 2005: 1759 MW) [16] Please note that BP Solar, Schott Solar, and Shell Solar have cell production capacities in more than one country
In 1994, the first long-term PV implementation program, which led to a rapid increase in solar cell production capacities, was started in Japan The first program to stimulate the implementation of PV in Japan was called ‘Monitoring Programme for Residential PV Systems’ and it lasted from 1994 to 1996 and was managed by the New Energy Foundation (NEF) Within this program, 50% of the installation costs were subsidized The follow-up was the ‘Programme for the Development of the Infrastructure for the Introduction of Residential PV Systems’, which started in March 1997 and continued until October 2005 During this period, the average price for 1 kWp in the residential sector fell from 2 million ¥ kWp−1 in 1994 to 670 000 ¥ kWp−1 in
2004 These programs were not only expanding the Japanese PV market to a total cumulative installed capacity of 1420 MW at the end of FY 2005, but were also fostering the development of the Japanese PV industry [14, 15] From 1994 to 2005, the production capacity of the Japanese PV industry increased from 25.2 to 1264 MW or about 50-fold Actual production during this time span increased from 16.5 MW in 1994 to 819 MW in 2005 of which 528 MW or 65% was exported [15]
Between 1994 and 2005, the Japanese solar cell manufacturing industry grew much faster than the industry in other world regions and reached almost a 50% market share in 2005 (Figure 6)
The biggest boost for the development of the PV industry was the introduction of the German Renewable Energy Sources Act or Erneuer-Energien-Gesetz (EEG) in 2000 [17] For the first time, this Act guaranteed a cost-covering feed-in tariff for 20 years of initially 50 €ct kWh−1 for PV-generated electricity The setup of the scheme was to decrease this guaranteed feed-in tariff every year by 5% for new PV systems in order to put pressure on the reduction of the price for PV systems In addition, the Kreditanstalt für Wiederaufbau (KfW), a public bank, gave loans with reduced interest rates to buyers of PV systems under the so-called 100 000-roof program With these mechanisms a market for PV systems and consequently the basis for the accelerated buildup of the PV industry was created
From the beginning, the Renewable Energy Sources Act foresaw a regular revision of the feed-in tariffs to react on price developments every 4 years The first revision in 2004 accelerated the growth of the German market, which overtook the until then dominating Japanese market [18]
The structure of the PV industry changed quite drastically between the early 1990s and 2005 A significant number of the 80 companies that existed in 1994 were either bought by other companies or seized operation The first company that exceeded a production capacity of 100 MW was Sharp (Japan) at the end of FY 2002 and it kept the position as No 1 manufacturing company until 2008 when Q-Cells (Germany) moved to the front rank Since the late 1990s, the number of new companies entering the PV manufacturing business started to increase, mainly in Germany, China, and Taiwan This development can also be seen in the increase of shipments (Figure 7)
Between 1994 and 2004, the market share of thin-film solar cells continuously decreased from 30% to less than 10% This development was due to the technology progress in the different c-Si technologies as well as the rapid expansion of production capacities where production lines for silicon could be faster realized due to the availability of the necessary equipment and ramped
up than those in thin-film technologies, where the equipment was custom made
The temporary silicon shortage, which stared to emerge in 2003, and the market entry of companies offering turnkey production lines for thin-film solar cells led to a massive expansion of investments in thin-film capacities It opened the window of opportunities for a number of thin-film technologies and companies to get into the market The most prominent example is First Solar (USA) The development to industrialize the technology and prepare for production started almost 25 years ago at First Solar’s predecessor Solar cell Inc., which was founded back in 1986 When in 1999 First Solar was formed out of Solar Cell Inc., the company started to develop the production line, and full commercial operation of its initial manufacturing line started in late 2004 with a capacity of 25 MW Since then on, the manufacturing capacity has grown to more than 1.2 GW in 2009
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1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 Figure 7 World solar cell production from 1994 to 2005 [11] ROW, rest of world
In the early 2000s, the buildup of solar cell manufacturing capacities in China and Taiwan started to gain pace and, in 2004, the Taiwanese company Motech Solar made it to the top-10 list, followed by Suntech from China in 2005 Since then, the growth of the
PV industry in China and Taiwan outperformed that in the rest of the world
PV industry activities in India existed since the 1980s, but it took almost 30 years until the Indian Government in 2009 recognized it as a promising industry with the launch of the Indian National Solar Mission in January 2010
1.09.3 The Photovoltaic Industry in 2010
In 2010, the PV world market grew in terms of production by ∼80% to 21–22 GW The market for installed systems doubled again and the current estimates are between 16 and 18 GW, as reported by various consultancies One could guess that this represents mostly the grid-connected PV market To what extent the off-grid and consumer product markets are included is unclear The difference of roughly 3–6 GW has therefore to be explained as a combination of unaccounted off-grid installations (∼1–200 MW off-grid rural, ∼1–200 MW communication/signals, ∼100 MW off-grid commercial), consumer products (∼1–200 MW), and cells/ modules in stock
In addition, the fact that some companies report shipment figures, whereas others report production figures, adds to the uncertainty The difficult economic conditions added to the decreased willingness to report confidential company data Nevertheless, the figures show a significant growth of the production, as well as a trend toward a silicon oversupply situation, for the next 2–3 years
The announced production capacities – based on a survey of more than 300 companies worldwide – increased despite difficult economic conditions Although a significant number of players announced a scale-back or cancellation of their expansion plans for the time being, the number of new entrants into the field, notably large semiconductor or energy-related companies, overcompen sated this At least on paper the expected production capacities are increasing Only published announcements of the respective companies or their representatives and no third source info were used The cutoff date of the used info was March 2011
Therefore, the capacity figures just give a trend, but do not represent final numbers It is worthwhile to mention that despite the fact that a significant number of players have announced a slowdown of their expansion, or cancelled their expansion plans for the time being, the number of new entrants into the field, notably large semiconductor or energy-related companies, is overcompensat ing this and, at least on paper, is increasing the expected production capacities
It is important to note that production capacities are often announced taking into account different operation models such as number of shifts and operating hours per year In addition, the announcements of the increase in production capacity do not always specify when the capacity will be fully ramped up and operational This method has of course the setback (1) that not all companies announce their capacity increases in advance and (2) that in times of financial tightening, the announcements of the scale-back of expansion plans are often delayed in order not to upset financial markets In addition, the assessment of all the capacity increases is further complicated by the fact that announcements of the increase in production capacity often lack the information about completion date Therefore, the capacity figures just give a trend, but do not represent final numbers
If all these ambitious plans can be realized by 2015, China will have about 38.4% of the worldwide production capacity of
88 GW, followed by Taiwan (18.0%), Europe (11.4%), and Japan (9.3%) (Figure 8)
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Production Estimated Planned Planned Planned Planned
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Figure 8 Worldwide PV production in 2009 and 2010 with future planned production capacity increases ROW, rest of world
All these ambitious plans to increase production capacities at such a rapid pace depend on the expectations that markets will grow accordingly This, however, is the biggest uncertainty as the market estimates for 2010 vary between 9 and 24 GW with a consensus value in the 13 GW range In addition, most markets are still dependent on public support in the form of feed-in tariffs, investment subsidies, or tax breaks
Already now, electricity production from PV solar systems has shown that it can be cheaper than peak prices in the electricity exchange In the first quarter of 2011, the German average price index for rooftop systems up to 100 kWp was given with
€2546 kWp−1 without tax [19] With such investment costs, the electricity generation costs are already at the level of residential electricity prices in some countries, depending on the actual electricity price and the local solar radiation level But only if markets and competition will continue to grow, prices of the PV systems will continue to decrease and make electricity from PV systems for consumers even cheaper than from conventional sources In order to achieve the price reductions and reach grid parity for electricity generated from PV systems, public support, especially on regulatory measures, will be necessary for the next decade
1.09.3.1 Technology Mix
Wafer-based silicon solar cells are still the main technology and had around 80% market shares in 2010 Polycrystalline solar cells still dominate the market (45–50%), even if the market share has slightly decreased since the beginning of the decade Commercial module efficiencies are within a wide range between 12% and 20%, with monocrystalline modules between 14% and 20% and polycrystalline modules between 12% and 17% The massive manufacturing capacity increases for both technologies are followed
by the necessary capacity expansions for polysilicon raw material
In 2005, production of thin-film solar modules reached for the first time more than 100 MW per annum Since then, the compound annual growth rate (CAGR) of thin-film solar module production is even beyond that of the overall industry, increasing the market share of thin-film products from 6% in 2005 to 10% in 2007 and 16–20% in 2010
More than 200 companies are involved in thin-film solar cell activities, ranging from basic R&D activities to major manufactur ing activities, and over 150 of them have announced the start or increase of production The first 100 MW thin-film factories became operational in 2007 If all expansion plans are realized in time, thin-film production capacity could be around 22 GW, or 32% of the total 69.4 GW, in 2012 and about 30 GW, or 34%, in 2015 of a total of 87.6 GW (Figure 9) The first thin-film factories with GW production capacity are already under construction for various thin-film technologies
One should bear in mind that only one-fourth of the over 150 companies with announced production plans have already produced thin-film modules on a commercial scale in 2009
More than 100 companies are silicon based and use either a-Si or an amorphous/microcrystalline silicon structure Thirty companies announced using Cu(In,Ga)(Se,S)2 as absorber material for their thin-film solar modules, whereas nine companies use CdTe and eight companies go for dye and other materials
CPV is an emerging technology which is growing at a very high pace, although from a low starting point About 50 companies are active in the field of CPV development and almost 60% of them were founded in the last 5 years Over half of the companies are located either in the United States of America (primarily in California) and in Europe (primarily in Spain)
Within CPV, there is a differentiation according to the concentration factors (high concentration >300 suns (HCPV), medium concentration 5 < x < 300 suns (MCPV), low concentration <5 suns (LCPV)) and whether the system uses a dish (dish CPV) or lenses
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Figure 9 Annual PV production capacities of thin-film and crystalline silicon-based solar modules
(lens CPV) The main parts of a CPV system are the cells, the optical elements, and the tracking devices The recent growth in CPV is based on significant improvements in all of these areas, as well as the system integration However, it should be pointed out that CPV is just at the beginning of an industry learning curve with a considerable potential for technical and cost improvements The most challenging task is to become cost competitive with other PV technologies quickly enough in order to use the window of opportunities for growth
With market estimates for 2010 in the 10–20 MW range, the market share of CPV is still small, but already for 2011 about
50–100 MW is expected and there is a wide consensus among consultancies and market analysts that CPV will reach a GW market size by 2015
The existing PV technology mix is a solid foundation for future growth of the sector as a whole No single technology can satisfy all the different consumer needs, ranging from mobile and consumer applications with the need for a few watts to multi-MW utility-scale power plants The variety of technologies is an insurance against a roadblock for the implementation of solar PV electricity if material limitations or technical obstacles restrict the further growth or development of a single technology pathway
1.09.3.2 Solar Cell Production Companies
Worldwide more than 300 companies produce solar cells The following sections give a short description of the 20 largest companies, in terms of expected production capacity in 2010 (Solar cell production capacities mean the following: in the case of wafer silicon-based solar cells, only the cells; in the case of thin films, the complete integrated module; only those companies that actually produce the active circuit (solar cell) are counted; companies that purchase these circuits and make cells are not counted.) More information about additional solar cell companies and details can be found in various market studies and in the country chapters of the annual JRC PV Status Report [20] The capacity, production, or shipment data are from the annual reports or financial statements of the respective companies or the cited references
1.09.3.2.1 Suntech Power Co Ltd (PRC)
Suntech Power Co Ltd (http://www.suntech-power.com) is located in Wuxi It was founded in January 2001 by Dr Zhengrong Shi and went public in December 2005 Suntech specializes in the design, development, manufacturing, and sale of PV cells, modules, and systems For 2010, Suntech reported shipments of 1.57 GW and held first place in the top-10 list The takeover of the Japanese
PV module manufacturer MSK was completed in June 2008 The company has a commitment to become the ‘lowest cost per watt’ provider of PV solutions to customers worldwide The annual production capacity of Suntech Power was increased to 1 GW by the end of 2008 and the company plans to expand its capacity to 2.4 GW in 2011
1.09.3.2.2 First Solar LLC (USA)
First Solar LLC (http://www.firstsolar.com) is one of the companies worldwide to produce CdTe thin-film modules First Solar has developed a solar module product platform that is manufactured using a unique and proprietary vapor transport deposition (VTD) process The VTD process optimizes the cost and production throughput of thin-film PV modules The process deposits semiconductor material, while the glass remains in motion, completing deposition of stable, nonsoluble compound semiconductor materials The company has currently manufacturing plants in Perrysburg (USA), Frankfurt/Oder (Germany), and Kulim (Malaysia), which will have a combined capacity of 2.25 GW at the end of 2011 Further expansions are announced in France, the United States, and
Trang 10Vietnam for 2012 In 2010, the company produced 1.4 GW and currently sets the production cost benchmark with 0.75 $ Wp−1 (0.58 € Wp−1) in the fourth quarter of 2010
1.09.3.2.3 JA Solar Holding Co Ltd (PRC)
JingAo Solar Co Ltd (http://www.jasolar.com) was established in May 2005 by the Hebei Jinglong Industry and Commerce Group
Co Ltd., the Australia Solar Energy Development Pty Ltd., and Australia PV Science and Engineering Company Commercial operation started in April 2006 and the company went public on 7 February 2007 The company reported a production capacity of 1.9 GW at the end of 2010 and shipments of 1.4 GW in 2010
1.09.3.2.4 Yingli Green Energy Holding Company Ltd (PRC)
Yingli Green Energy (http://www.yinglisolar.com/) went public on 8 June 2007 The main operating subsidiary, Baoding Tianwei Yingli New Energy Resources Co Ltd., is located in the Baoding National High-New Tech Industrial Development Zone The company deals with the whole set from solar wafers, cell manufacturing, and module production On 29 April 2006, the groundbreaking ceremony was held for Yingli’s 3rd-phase enlargement project, which aimed for production capacities of
500 MW for wafers, solar cells, and modules at the end of 2008 The investment included a PV system research center and a professional training center as well According to the company, production capacity was 1.4 GW at the end of 2010 In 2011, a further expansion to 1.7 GW is under construction and should be operational in the first half of the year The financial statement for
2010 gave shipments of 1.06 GW
In January 2010, the Ministry of Science and Technology of China approved the application to establish a national-level key laboratory in the field of PV technology development, the State Key Laboratory of PV Technology at Yingli Green Energy’s manufacturing base in Baoding
1.09.3.2.5 Trina Solar Ltd (PRC)
Trina Solar (http://www.trinasolar.com/) was founded in 1997 and went public in December 2006 The company has integrated product lines, from ingots to wafers and modules In December 2005, a 30 MW monocrystalline silicon wafer product line went into operation According to the company, the production capacity was 1.2 GW for cells and modules at the end of 2010 For 2011, an increase of the production capacities for ingot and wafers to 1.2 GW as well as for cells and modules to 1.9 GW is foreseen For 2010, the company reported shipments of 1.06 GW
In January 2010, the company announced that it was selected by the Chinese Ministry of Science and Technology to establish a state key laboratory to develop PV technologies within the Changzhou Trina PV Industrial Park The laboratory is established as a national platform for driving PV technologies in China Its mandate includes research into PV-related materials, cell and module technologies, and system-level performance It will also serve as a platform to bring together technical capabilities from the company’s strategic partners, including customers and key PV component suppliers, as well as universities and research institutions
1.09.3.2.6 Motech Solar (Taiwan)
Motech Solar (http://www.motech.com.tw) is a wholly owned subsidiary of Motech Industries Inc., located in the Tainan Science Industrial Park The company started its mass production of polycrystalline solar cells at the end of 2000 with an annual production capacity of 3.5 MW The production increased from 3.5 MW in 2001 to 850 MW in 2010 with a production capacity of 1.15 GW In August 2007, Motech Solar’s Research and Development Department was upgraded to Research and Development Centre (R&D Centre), with the aim not only to improve the present production processes for wafer and cell production, but also to develop next-generation solar cell technologies
At the end of 2009, the company announced that it acquired the module manufacturing facilities of GE in Delaware, USA
1.09.3.2.7 Q-Cells AG (Germany)
Q-Cells SE (http://www.qcells.de) was founded at the end of 1999 and is based in Thalheim, Sachsen-Anhalt, Germany Solar cell production started in mid-2001 with a 12 MWp production line For 2010, the company reported a total production of 1014 MW solar cells including 75 MW of copper indium gallium diselenide (CIGS) thin-film modules The production capacity at the end of
2010 was 1.1 GW c-Si (500 MW in Germany, 600 MW in Malaysia) and 135 MW CIGS thin films (Solibro, Germany)
1.09.3.2.8 Sharp Corporation (Japan)
Sharp (http://www.sharp-world.com) started to develop solar cells in 1959 and commercial production got under way in 1963 Since its products were mounted on ‘Ume’, Japan’s first commercial-use artificial satellite, in 1974, Sharp has been the only Japanese maker to produce silicon solar cells for use in space Another milestone was achieved in 1980, with the release of electronic calculators equipped with single-crystal solar cells Sharp aims to become a ‘zero global warming impact company by 2010’ as the world’s top manufacturer of solar cells
In 2010, Sharp had a production capacity of 1070 MWp yr−1 and estimated sales of 1.3 GW [21] Sharp has two solar cell factories
at the Katsuragi, Nara Prefecture (550 MW c-Si and 160 MW a-Si triple-junction thin-film solar cell) and Osaka (200 MW c-Si and
160 MW a-Si triple-junction thin-film solar cell), five module factories, and the Toyama factory to recycle and produce silicon Three
of the module factories are outside Japan, one in Memphis, TN, USA, with 70 MW capacity, one in Wrexham, UK, with 500 MW