Innovative Solar Solutions for Residential and Industrial Rooftops Bangkok, June 2012

06.06.2012

Schüco – The Company

Solar

PVC

Metal Facades

3 Billion USD Turnover with a Balanced Product Portfolio

Volumes sold in 2011: 450 MW crystalline

100 MW thin Film

Application Segments: 85% Roof Top Systems

15 % PV Farms

More than 500 solar installation Partners worldwide

06.06.2012

The typical solar customer in Thailand has lots of

questions…. ?????

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Shall I go for solar at all??

06.06.2012

If I do it…

Shall I use thin film or crystalline panels?

06.06.2012

Is the cheapest offer really the best deal?

06.06.2012

Why Solar? Because electricity prices will keep on rising…

Headline April 2012 Over 400 units per month a Thai household pays 4,2 Baht per unit. Industrial users may pay up to 5 Baht and peak time charging might come in the future through smart meter and smart grid initiative. Thailand local gas resources have reached peak gas production. From 2014 on it will decline. Thailand will rely increasingly on expensive gas imports.

06.06.2012

Electricity use in Thailand rises on average about 5% p.a.

*Data from Index Mundi 2012

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And so does the consumption per capita Households with consumption of 10.000 units per year are not rare but the rule in well equipped households

*Data from Index Mundi 2012

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Inflation Average over the last 10 years: 2,6%

*Data from Index Mundi 2012

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Question:

Knowing all of this – what do you beleive could be the price of electricity in

• 10 Years? • 20 Years??

• 6,7 Bath / Unit • 9,0 Bath / Unit (current price in Germany)

Now: how does solar compare to that?

06.06.2012

Solar Cost LCOE = Levelized Cost of Electricity

LCOE over lifetime of 25 years a solar system in Thailand is only 3 Bath! Electricity generation from solar is competitive today even without any subsidy and its cost is predictable!

Data

Installed capacity 100,0 KWp

Electrical yield p.a. 1.500,0 KWh/KWp

Finance Data

Debt EquityDebt Equity Relation 80% 20%

Interest rate on debt 7,0%

Credit duration 10 Years

PV Plant Cost

System Cost 70.000,0 Baht/KWp

Land Cost 0,0 T/Baht

Other Cost

Maintenance cost 0,5% % of invest

Exchange of modules/inverters 0,1% % of invest

Cost of personnel 0,1% % of invest

Yearly rise of cost factors

Maintenance 2,5%

Personnel 2,5%

Module degradation p.a. 0,5%

06.06.2012

Electricity price certainty: Every kWh of own consumed and produced solar power gives you a bit more independence from rising electricity costs.

•250.000 kWh solar energy at fixed cost •250.000 kWh "grey power"

•Electricity consumption of 500.000 kWh "grey power" per year with rising cost.

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The specific spectral response … … uses indirect sunlight better.

The excellent temperature stabilty … … yields more energy in hot climate zones.

The reduced sensitivity for shadow … … allows new applications.

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Silicon Thin-film Technology Advantages

Ideally suited for tropical climates

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Real data

Installed 2009 380 kWp Installed in 16 weeks by Phoenix Solar, Spore Climate conditions quite comparable to Bangkok Tropical– hot, humid and often hazy light conditions

Flat roof installation in Singapore

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Temperature and low light advantage confirmed

Actual performance of a-Si single junction 5% higher than PVsyst prediction and ~11% higher than equivalent c-Si PVsyst prediction

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Temperature and low light advantage confirmed

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µ-Si modules: 8,3% higher yield than polycrystalline modules

Temperature Haze conditions

06.06.2012

Schüco thin-film technology Better performance parameters for higher specific yield

Solar yield from every geographical direction Schüco thin-film installations bring higher yields also on roofs in easterly and westerly directions.

In Summary Without space constraints thin film usually gives you better ROI. If space is precious or max power should be reached go for crystalline.

8,0 Mio THB 145.000 kWh1450 kWh/kWp100CrystallineMPE 245

4,5 Mio THB97.500 kWh1.500 kWh/kWp65TFBL-130

Invest Cost (1000m²)Energy p.a. on 1000 m²Specific Energy Yield p.a.Pmax / m²Results

8,0 Mio THB 145.000 kWh1450 kWh/kWp100CrystallineMPE 245

4,5 Mio THB97.500 kWh1.500 kWh/kWp65TFBL-130

Invest Cost (1000m²)Energy p.a. on 1000 m²Specific Energy Yield p.a.Pmax / m²Results

06.06.2012

Low Cost of Electricity

To make our customers succesful

Schüco Quality

All Factors count Certifications • IEC 61215, 61646, 61730 • UL • TÜV Rheinland & Intercert

Product Quality • 10 Years product guarantee • 12 Years 90% performance guarantee • 25 Years 80% performance guarantee

Partner Quality • Training • Know-How transfer • Simulations

Company Stability • More than 50 years in business • Financially strong • We’ll be there to fulfil your future requests

Target

The basis for solid ROI

06.06.2012

Why rooftop?

Until today the Thai solar market is dominated by large ground mounted MW installations. The future policy will target the roof top segment. Advantages of roof top solutions

• Limited financial exposure and hence widening the private investment base

• Quick installation • 100% internal consumption possible to avoid feed-in

administration work • Independence from grid power in case of power failure

Needs

• Easy installation • Low weight • No roof penetration

06.06.2012

Schüco MSE 210 Aero - flatroof Low Weight – no penetration solution for our crystalline modules

06.06.2012

MSE 210 Aero - flatroof

x = shading distance. Configuration via cross connector: from 590 mm up to 965 mm

6 PV modules in adjustment 2x3 modules as smallest installation unit

06.06.2012

Schüco innovative flat roof System for thin film

No roof penetration

Up to 90% roof space utilisation

Low static requiremetns

Average weight 14 - 19 kg/m²

To be used in all building orientations

Lightweight and easy to install

Thank you for your attention!