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2011 REPORT IPVEA KNOWLEDGE INCREASES INNOVATION

IPVEA 2011 End of Year Report

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IPVEA's 2011 End of Year Report features; President’s Message, Highlights of IPVEA’s work in 2011, The IPVEA Board of Directors, State of the Industry Review, IPVEA Team

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Page 1: IPVEA 2011 End of Year Report

2011 report

iPVeAknOwledge

incReAses innOVATiOn

Page 2: IPVEA 2011 End of Year Report
Page 3: IPVEA 2011 End of Year Report

IPVEA | END OF YEAR REPORT 2011 | 3

Table of Contents

President’s Message

Highlights of IPVEA’s work in 2011

The IPVEA Board of Directors

State of the Industry Review

IPVEA Team

Page 4: IPVEA 2011 End of Year Report

3S Modultec3S Photovoltaics 3-S Swiss Solar Systems AGABB Automation GmbHAEG Power Solutions GmbHAIS Automation Dresden GmbHAMB Apparate + Maschinenbau GmbHApplied MaterialsASYS Automatisierungssysteme GmbHBosch Rexroth Mechatronics GmbHBTU International, Inc.Buerkle GmbHCh2M HillDay4 Eco-tecDecker Anlagenbau GmbHDek Solar GmbHDespatch IndustriesDiamond Materials Tech, IncDr. Schenk GmbH IndustriemesstechnikDr. Schwab Inspection Technology GmbHE+H Metrology GmbHFerrotec GmbHGfE Metalle und Materialien GmbHGrenzebach Maschinenbau GmbHHeateflex CorporationHennecke Systems GmbHHermann Otto GmbHICOS Vision SystemsINA LineartechnikInnolas GmbHINTEVACISRA VISION AGJonas & Redmann Photovoltaic’s Production Solutions GmbHKitec microelectronic technologie GmbHKLA-TencorKomax Solar AGKuka Systems Corporation North AmericaKuka Systems GmbHLayTec GmbHLeybold Optics GmbHLinde AGLohmann GmbH & Co. KGLOTUS Systems GmbHLpkf SolarQuipment GmbHLSW Maschinenfabrik GmbHM+W Germany GmbHManz AGMeier Solar Solutions GmbHMeyer Burger Services / Meyer Burger AGMeyer Burger AG – Swiss Slicing SystemsMeyer Burger Automation GmbHMeyer Burger Robotics / Meyer Burger WafertecNewport Spectra - Physics GmbHOC Oerlikon Management AG, PfaffikonOerlikon Leybold Vacuum GmbHOerlikon Solar / Oerlikon SystemsOrtner c.l.s. GmbHOTB Solar B.V.Pall GmbHPASAN SAReis GmbH & Co. KG MaschinenfabrikRENA GmbHRICMAR Technology GmbHRobert Burkle GmbHRofin Baasel Lasertech GmbH & Co. KGRoth & Rau – Ortner GmbH / Roth & Rau AGRoth & Rau Italy S.r.l.Schaeffler Technologies GmbHSCHILLER AUTOMATION GmbH & Co. KGSchmid GmbH + Co., Gebr.SEMILAB Semiconductor Physics Laboratory, Co., Ltd.SENTECH Instruments GmbHSierra Therm Production FurnacesSika Services AGSINGULUS STANGL SOLAR GmbHSLS Solar Line Saxony GmbHSmit Ovens B.V.Soleras LtdSomont GmbHSTEIN Automation GmbH & Co. KGSYNOVA S.A.Targray Technology International Inc.Team Technik Maschinen und Anlagen GmbHTecnofimes S.r.lTempress Systems B.V.TRUMPF Laser- und Systemtechnik GmbH + Co. KGVeeco Instruments GmbHVITRONIC Dr.-Ing. Stein Bildverarbeitungssysteme GmbHVON ARDENNE Anlagentechnik GmbH

Page 5: IPVEA 2011 End of Year Report

IPVEA | END OF YEAR REPORT 2011 | 5

Dear IPVEA members,

This has been a challenging year for the PV industry, particularly for the segment that

we occupy as equipment manufacturers. The continual downward readjustment

of module prices, combined with levelling demand and uncertainty in subsidies,

means 2012 will be even more volatile and difficult to predict.

Our ability to identify and exploit opportunities that emerge in the short term will

surely will have a critical impact on the long term success of our businesses and the

wider industry.

One trend we can be certain of is that PV manufacturers need to make investments

that will yield higher efficiency modules and optimise output to ensure profitability

and remain competitive. This requires access to ‘best-in-class’ processing, automation

and software tools.

IPVEA will support, seek guidance and further greater transparency in

communication for the whole PV value chain, as well as proactively provide

information about new markets (BRIC) and opportunities, not only for energy

harvesting but energy management, in order to drive the industry’s growth in future.

Sven E. JarbyPresident, International PV Equipment Association (IPVEA)

Statement from the president of IPVEA

Page 6: IPVEA 2011 End of Year Report

NEw MEMBERS We’d like to welcome 12 new members

that joined the association this year:-

�� CH2M Hill

�� Despatch Industries

�� Grenzebach Maschinenbau GmbH

�� ICOS Vision Systems

�� INTEVAC

�� KLA-Tencor

�� Leybold Optics

�� Linde AG

�� Lohmann GmbH & Co. KG

�� SENTECH Instruments

�� Sika Services AG

�� Smit Ovens B.V.

Page 7: IPVEA 2011 End of Year Report

IPVEA | END OF YEAR REPORT 2011 | 7

ESTABLISHING GLOBAL REPRESENTATION AND REACH

During the course of the year, IPVEA has

strengthened its team in sales, marketing and

communications. We now have representation in

the three main global markets: North America,

Europe (Germany, UK) and Asia, where we now

have a Hong Kong office, demonstrating our

long-term commitment to the Greater China and

Asia-Pacific markets. The Hong Kong office is the

hub for promotional activities and sales support for

IPVEA members planning to participate in events

in China – especially SNEC 2012.

MARKETING AND COMMuNICATION

This year IPVEA completed the phase two

development of PV Matrix, inducting members

to use this platform to promote knowledge about

the PV industry value chain, whilst supporting

their own marketing activities. The ‘Are You In?’

campaign was launched to promote the PV Matrix

and IPVEA to the wider PV industry at this year’s EU

PVSEC held in Hamburg in September.

At EU PVSEC the central location of IPVEA’s booth,

combined with its iPad competition to promote

the launch of PV Matrix, drew over a thousand

visitors enabling us to expand our reach with new

contacts.

Over 200 attendees attended the second

PV Forum, comprising a one day conference

covering market analysis and latest PV production

technology, held within the auspices of EU PVSEC.

Production technology forums promote IPVEA

and its member companies as the cornerstone of

innovation in PV manufacturing advances, needed

to drive the industry.

Working with media organisations, event

producers and other partners IPVEA has

continued to provide members with discounts

and promotional offers at various shows and

conferences around the world.

IPVEA in Action – Highlights of IPVEA’s work in 2011

Page 8: IPVEA 2011 End of Year Report

PLANS fOR 2012

More than 50 trade shows approached IPVEA to support their events during 2011, reflecting the

association’s growth in size and influence. But to ensure we continue to deliver clarity and value to our

members IPVEA is committed to supporting three major global shows next year - SNEC (Asia) in May,

Intersolar (North America) in July and EU PVSEC (Europe) in September.

IN ADDITION IPVEA wILL:

�� Produce, with SNEC, the inaugural

Asian PV Forum.

�� Co-produce the third PV Forum,

with EU PVSEC.

�� Develop a Solar Supply Chain event. Such

an event will be designed to inform senior

management about changing dynamics and

technologies in the PV supply chain, provide

networking opportunities for executives

from all points in the supply chain – from

manufacturing, distribution and wholesale

– and deliver ‘best practice’ examples and

case studies that can assist PV companies

in developing their individual supply chain

strategies and partnerships.

�� Organise press conferences, at key events, on

behalf of members to support their marketing

efforts and publicise the association to the

wider industry.

�� Promote itself and its members to relevant

government authorities in existing and BRIC/

emerging markets, supporting conferences &

exhibitions and working with local/regional

industry associations.

�� During 2012 IPVEA Update will be published

monthly, with distribution guaranteed at major

shows (see full schedule on page 18). IPVEA

e-bulletins and Update emails will be sent

to IPVEA’s growing database of over 8000 PV

industry contacts, comprising of PV module

producers, installers, etc. In addition IPVEA

and VLSI Research’s exclusive Books to Bill

programme will be published regularly.

�� Develop partnerships with organisations

that represent the interests of complementary

industries such as energy-efficiency and storage

which can make solar a more competitive

source of energy and lead to new strategic

opportunities for IPVEA members.

�� Increase the profile of the PV Matrix,

presenting the platform as an information

tool that can help governments and existing

industries looking to develop their solar supply

chains and create new business opportunities,

training, skilled jobs and industries for the

future.opportunities, training, skilled jobs and

industries for the future.

IPVEA in Action – Highlights of IPVEA’s work in 2011

Page 9: IPVEA 2011 End of Year Report

IPVEA | END OF YEAR REPORT 2011 | 9

�� Elke Hoffmann, vice treasurer (Jonas & Redmann)

�� Ortrun Aßländer, secretary (Day4 ecoTec)

�� Steffen Günther, treasurer (Reis Robotics)

�� Ludgar wahlers, board member (ISRA Vision Solar)

�� Patrick Binkowska, vice president (Leybold Optics)

�� Carsten Busch, board member (ABB Automation)

�� Stefan Schiller, vice president (Schiller Automation)

�� Sven E. Jarby, president (Oerlikon)

BENEfITS Of BEING AN IPVEA MEMBER

�� Raw booth space discounts at major shows (i.e. at Eu PVSEC and SNEC

that total more than the €3000 fee of being an IPVEA member)

�� Networking opportunities at group meetings, forums and trade shows

�� Inclusion in the group’s press materials

�� Inclusion on appropriate panels at key industry trade events

�� Exposure through the website www.ipvea.org

�� use of the IPVEA logo to brand your business

�� Listing in IPVEA PV Directory and update newsletters

�� Entry to the PV Matrix, the industry’s only online platform that links

the entire PV value chain

�� The opportunity to benefit from IPVEA’s collective lobbying activities

IPVEA BOARD

At its annual meeting held during EU PVSEC IPVEA also elected its new board members. The board held

its first meeting in Berlin in October. Guest speakers from two of IPVEA’s media and information partners,

Solarpraxis and VLSI Research, delivered their insights to the members based on the industry’s current rate

of growth and its prospects for next year.

Page 10: IPVEA 2011 End of Year Report
Page 11: IPVEA 2011 End of Year Report

IPVEA | END OF YEAR REPORT 2011 | 11

Just some of the events and communications IPVEA has produced in 2011. These include the PV Forum at EU PVSEC, IPVEA’s offi cial newsletter, ‘Update’, distributed at key shows, PV Matrix demonstrations and promotion at IPVEA’s booth at EU PVSEC, where IPVEA MD Bryan Ekus can be seen meeting Dominique Ristori, JRC Director General, European Commission.

Page 12: IPVEA 2011 End of Year Report

State of the PV industry review, 2011. IPVEA is commited to providing members with an ongoing series of exclusive analysis on the state of the industry, trends, market opportunities and technology develop-ments. The following report kicks off the series:

By Sara Ver-Bruggen Analysis, data and insights provided by John West, VLSI Research

wELCOME CHANGE

A turbulent year so far marks a turning point

for the PV industry where winners in the long

term will be those that continue investing in

their PV businesses. Manufacturers will be

looking to the equipment sector as the source

of innovation that enables them to optimise

output and enhance module performance.

Insolvencies, exits, halts to production and the

inevitable job cuts – these are the all too familiar

headlines afflicting the PV industry, especially

these last few months.

According to Ingmar wilhelm, president of the

European Photovoltaic Industry Association

(EPIA), speaking at Eu PVSEC back in September,

the easy period of making money is over. This

conclusion should be kept in mind as the

industry contemplates the next 12 months,

because the essence of its implication is not

that the industry is on the verge of dwindling

or dying off, far from it, but its transition needs

to be acknowledged. The PV industry has gone

through incredible scaling in recent years and

consolidation has begun to occur.

As recent headlines attest the need for

renewable and sustainable energy has never

been more acute. The world will lock itself

into an insecure, inefficient and high-carbon

energy system by 2020 unless more is done

to de-couple industrialisation from fossil

fuels, the International Energy Agency (IEA)

recently warned. According to the IEA, ‘rising

fossil-fuel energy use will lead to irreversible

and potentially catastrophic climate change’.

Solutions are straightforward but they require

a step-change in how we view and use

energy, with concerted emphasis on using less

megawatts to reduce carbon emissions while

building more capacity for renewable sources

to replace fossil fuels, which are still heavily

subsidised. The downward trend in solar PV

module pricing as a result of the rapid scaling of

manufacturing capacity, which has outstripped

actual demand, is establishing this industry as

a viable competitor to fossil fuel-based sources

of electricity, without the long term subsidy that

alternative energy contenders such as nuclear

and offshore wind require.

Page 13: IPVEA 2011 End of Year Report

IPVEA | END OF YEAR REPORT 2011 | 13

MORE Mw fOR yOuR BuCK

At the end of this year module per watt peak

prices are as low as $1.40, even $1.28, according

to Solarbuzz. This is almost a 30% drop in prices

compared to the $1.80 levels in the first quarter

of 2011. The trend will continue, making solar

PV more competitive as the downstream side

of the industry works fast to secure demand in

markets nearer grid parity, across existing large

and established PV markets like Germany and

Italy and in emerging and developing markets in

the sunbelt regions now assessing solar PV as a

viable form of alternative and sustainable energy

generation.

John west at VLSI Research characterises these

last few years as a period of ‘land grabbing’ and

the industry now beginning to crystallise as

winners and losers, with the former typically

large in terms of installed production capacity

– at the Gw mark (or aggressive plans to

expand capacity to get there) – and having

deep pockets, or access to them. Other more

established silicon-based or related industries

such as DRAM and flat panel displays (fPD)

have been through similar trajectories and

emerged the other side. ‘The global PV market

is undeniably soft at present. By end of Q1 2012

the picture should become clearer,’ says west.

The exits and consolidation that are

symptomatic of the PV industry’s ‘shake out’ will

continue into next year and as a result capacity

– at least 2Gw – will be lost, much of it in China

between smaller manufacturers, explians west.

Some demand will emerge in some

regions where governments make local

PV manufacturing part of their renewable

energy policy, to stimulate job markets, which

developing economies such as Malaysia and

1

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16%

2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25

PV

Semi

FPD

Q107

Q207

Q307

Q407

Q108

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Operational Capacity MWp

Shipments MWp

Nominal Capacity MWp

Qua

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and

Dem

and

in $

M

1. Early Stages

Defining and establishing the industry

2. Innovation

Process innovation

3. Cost or Shakeout Phase

Companies settle on the “dominant design“

Economies of scale being achieved

Smaller players are acquired or exiting

Barriers to successful entry become high

Large-scale consolidation

4. Maturity

Growth less important and cash is key

5. Decline

Replaced by other industries/solutions

5 Stages of the

Industry Life Cycle…

Consolidation trends for PV, semiconductor and flat panel display industries indicating share of market by rank

Trends in shipments, nominal capacity and operational capacity

Page 14: IPVEA 2011 End of Year Report

Morocco have opted to do, or to exploit other

benefits. for example substantial investment

in upstream production capacity in the Middle

East has occurred to take advantage of cheaper

energy to reduce the cost of polysilicon

production.

CAPACITy uPGRADES DRIVEN By NEED TO ENHANCE EffICIENCIES

According to IMS Research lower demand for

new manufacturing capacity and limited orders

for equipment upgrades or replacements will

cause PV equipment revenues to drop by as

much as 55% in 2012, with a return to growth

predicted for 2013. However the dramatic

reductions in module prices and in such a

rapid timeframe could act as a significant

stimulus for the PV industry, even in the short

term, by encouraging companies to upgrade

lines to produce higher efficiency cells and

modules. Recently uS-based Energy Conversion

Devices (ECD) announced it had suspended

all its manufacturing operations. As part of its

restructuring ECD has had to reassess its markets

and, as a consequence, solar sales to non-Eu

and uS developing and emerging markets now

account for about 40% of shipments, as opposed

to 4%. ECD is also upgrading its existing capital

equipment at its Michigan plant, ready for

optimisation in mid-2012.

Increasingly PV businesses may find that

they cannot afford to retrench and wait for

demand to align with actual capacity. Reducing

manufacturing costs only goes so far. The other

part of the equation, which is better for the long

term fortunes of manufacturers, is to invest in

upgrading capacity to produce more efficient

cells and modules.

Equipment upgrades pay back by increasing

throughput and enhancing yields, where

the latter is concerned with ‘reducing the

variability of output,’ according to west. ‘In the

semiconductor industry the quality of output is

unbelievably good. But where the PV industry is

concerned a factory’s solar cell output can vary

considerably.’ Binning, which is used in the LED

industry, is also deployed by PV manufacturers

to sort cells by different efficiencies, but there

is growing demand for more sophisticated

tools designed to closely monitor all steps

of processing and performance of cells and

enhancing efficiencies. ‘Process diagnostics,

software and metrology tools are becoming

more important to equip manufacturers to

eliminate variability,’ says west, referring to

companies like KLA Tencor. Technologies

and processes that can add incremental

enhancements to cell efficiencies – by 1-2%

across output – can increase revenues by 10%,

adds west, noting solutions such as Varian

Semiconductor’s ion implantation equipment.

PV MARKETS BEyOND EuROPE

Germany has set the standard and pioneered

solar PV markets and its example has been

followed by other European economies,

including Spain, Italy, france and the uK,

each introducing their own feed-in tariff (fIT)

schemes to incentivise the adoption of solar PV.

The recent price drops in modules have forced

many governments to readjust their PV fIT rates

for 2012 to encourage sustainable growth of

national PV markets but in doing so is causing

uncertainty in PV as an investment opportunity.

In addition to Europe new PV markets on other

continents are taking steps to establish which

Page 15: IPVEA 2011 End of Year Report

IPVEA | END OF YEAR REPORT 2011 | 15

will spread the growth of PV adoption among

more markets, globally.

This year China, which has to date been a solar

exporter, introduced a fIT scheme. The rates

for solar PV are low by European standards but

the Chinese government’s move is seen as an

important step towards establishing a domestic

solar market, with a goal of 10 Gw by 2015.

Japan has announced a new clean energy law

that will come into effect in mid-2012, which

will include a fIT scheme for solar and other

renewables (though rates for next year have

yet to be clarified). In south-east Asia Malaysia

recently unveiled what has been described

as one of the most sophisticated fIT schemes

and, along with neighbours such as Thailand, is

preparing the groundwork for PV growth. In the

Middle East attention is turning to Saudi Arabia,

which is expected to announce a renewable

energy policy and targets for solar, before the

end of this year, while smaller countries such as

Jordan and Kuwait are warming to solar PV, now

that prices have fallen so much in comparison

with other technologies such as solar thermal.

Companies have been announcing new

pipelines in emerging markets. T-Solar intends to

develop PV capacity in India and Peru next year.

In 2012 Europe will remain the leading market

for solar PV but it looks as if next year will be

when markets in Asia Pacific, MENA and Central

America – across the sunbelt regions of the

world – initiate new sources of demand for

solar PV. Developing economies with an eye

on building in more energy security will look

more favourably on PV which has become more

competitive, especially when assessed in terms

of levelised cost of electricity (LCoE). Attention

will also turn to thin film, where currently only

one such company – North America’s first Solar –

dominates the top tier group of global PV firms.

west observes: ‘Japan’s Solar frontier is emerging

as the first proper competitor to first Solar.

About 20% of the PV market will be addressed

by thin film. In sunbelt regions, which still have

a long way to go in terms of investing in solar

energy generation capacity, thin film is the

option because it performs better than silicon in

very hot, high temperatures.’

while several thin film PV developers have been

casualties of the availability of cheaper and

cheaper c-Si modules, other contenders are

waiting on the side lines to seize opportunities

that the expanding ranks of PV markets will yield.

These include Taiwan’s TSMC, which expects

to ship modules based on its copper-indium-

gallium-sulfur-(di)selenide (CIGSSe) technology

in early 2012. In the uSA GE is building a 400Mw

capacity plant for producing cadmium-telluride

(CdTe) solar PV cells and panels following its

acquisition of PrimeStar Solar in Colorado

in April. Going by GE’s other clean energy

investments, spanning wind turbine production

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 20012 2013 2014 2015 20160

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20% Long-term growth rate

Ann

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hipm

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in M

Wp

Forecast of annual shipments in MWp

Page 16: IPVEA 2011 End of Year Report

to R&D in large-area energy-efficient organic LED

(OLED) lighting, it is patently clear that cleantech

and renewable energy technologies represent

a strategic long-term opportunity for GE. for

flexible PV module supplier Global Solar, which

has achieved the highest efficiencies for CIGS-

based modules, its deal to supply Dow Chemical

should result in the commercialisation of a solar

shingle BIPV product in the uS market next year.

‘Companies either seem ok if they have less than

2% share as this indicates they are serving a

niche market, or they have to have a share of 4%

or more. It’s those that are in between 2-4% that

we should be concerned about,’ observes west.

Many of those companies are based in China

and their fate will lead to the disappearance

of unused or unprofitable capacity, improving

equipment utilization rates overall.

CONSOLIDATION

M&A activity will continue as investing in more

of the supply chain provides greater overall cost

control for producers. But consolidation will

not only be confined to the PV manufacturing

portion of the industry. Strategic buyouts can

equip companies to deliver equipment that

enhances cell efficiencies, a continuing trend

in the coming years. Earlier this year Applied

Materials announced its intention to buy

Varian to reinstate is claim on ion implantation

equipment, used in production of chips as well

as LEDs and solar cells. DuPont, a supplier of

metallization pastes acquired Innovalight, a

start-up commercialising a silicon ink technology

for enhancing cell efficiencies that is compatible

with screen printing processes.

‘As the big cell producers get bigger they

increasingly rely on equipment suppliers to do

their R&D for them, to enhance cell efficiencies,’

says west, ‘the average producer in the solar

industry will spend less than 1% on R&D, by

contrast solar PV equipment suppliers spend

10-15%.’ while this pushes the burden of

R&D on equipment suppliers it also means

that innovation, which is critical to enhancing

cell efficiencies and making producers more

profitable, lies with the equipment and related

materials supply side of the industry.

And it will be continued emphasis on R&D

among this industry that secures success in

the long term. while reaching grid parity is the

current objective of the industry, to reduce

reliance on subsidies set by governments, energy

storage will act as the real catalyst for driving the

transition of solar PV into a mainstream source

of electricity generation. Some suppliers such

as ulvac are looking into developing equipment

for making energy storage components and

systems in their future roadmaps. According

to one source in the equipment industry: ‘The

benefits of doing so would leverage the same

distribution channels and routes to market as

those established for PV.’

2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 20160

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c-Sia-SiNon-Si TFIIIVOther

PV Equipment Demand - $M

Page 17: IPVEA 2011 End of Year Report

IPVEA | END OF YEAR REPORT 2011 | 17

while no one denies that 2012 is going to

be a tough year for the solar PV industry,

opportunities will emerge in the form of new

markets and emphasis on innovation. Other

established microelectronics industries have

ramped up production and streamlined

manufacturing but they have also valued

equipment –hardware and software – and

materials technology that can enhance the

performance of their products. Now the solar PV

industry is taking note.

TAKE AwAyS

PV MArkEt

�� Profits getting squeezed but growth prospects remain good

�� Tier 1 manufacturers are profitable

�� Prices will continue to fall… …which will force more companies to exit or

reconfigure

PV EqUIPMENt MArkEt

�� Consolidation – Top 10 > 54% Share of market and growing

�� European suppliers still dominate the equipment market

�� Industry confidence low but improving

�� Outlook for 2012 – Market down by 20%

�� Long term growth rate between 5% and 8%

0%

0% 5% 10% 15% 20% 25% 30% 35% 40% 45%

10%

90%

80%

70%

60%

50%

40%

30%

20%

Trina (13%)

Canadian Solar (3%)JA Solar (11%)

First Solar (32%)

China Synergy (2%)

Suntech Power (8%)

Q-Cells (-7%)

SolarWorld (11%)

Yingli (7%)

Capex to Sales Ratio: 2007-2010

Sale

s G

row

th R

ate:

200

7-20

10 C

AG

R

Numbers in brackets show pro­tability 2007 to 2010

Not all CapEx is good CapExWhich companies will be the winners?

John joined VLSI in 2000 and is responsible

for supporting all of VLSI Research’s European

activities. In addition, he developed the PV

Equipment Market service in 2005. He is the

author of numerous proprietary market

research reports. He was awarded an MBA

from Cranfield University and has a degree in

Medical Physics from the University of London.

Page 18: IPVEA 2011 End of Year Report

JANUARY 2012

IPVEA update : bulletin Latest market, product and technology news from IPVEA members Summary and analysis of Q4 2011 Books to Bill data Feature: Outlook for H1 2012, focused on opportunities for equipment suppliers (by IPVEA and PV industry analyst partners)

Outline of IPVEA-SNEC PV production technology conference programme for March 2012

MARCH 2012

IPVEA update : bulletin Latest market, product and technology news from IPVEA members Feature: Automation in the silicon PV manufacturing value chain, from wafer to module: Latest innovations in equipment and tools

Nanomarkets submission (TCO for PVs, business case for BIPV, materials in PV manufacturing i.e. CIGS, metals, nanomaterials etc)

Final reminder for presentation proposals for IPVEA-SNEC PV production technology conference programme

MAY 2012 (plus Chinese edition)

IPVEA update : bulletin & digital & printed Latest market, product and technology news, SNEC booth announcements from members

China Feature: Status of PV industry: PV demand in China & impact of FIT scheme on domestic demand and challenges and opportunities arising from consolidation within the Chinese PV industry

Feature: Short and long-term opportunities in China’s PV industry in c-Si and thin-fi lm

Other news (discounts and promotions exclusive to IPVEA members) Media partner editorial MEMBER PROFILE

SEPTEMBER 2012

IPVEA update : bulletin & digital & printed Latest market, product & tech. news, EUPVSEC booth from members PV Matrix update: promotional partners for EUPVSEC Feature: Status of PV industry: role of sunbelt regions in driving PV adoption

Feature: New opportunities emerging for PV equipment suppliers Nanomarkets submission (TCO for PVs, business case for BIPV, materials in PV manufacturing i.e. CIGS, metals, nanomaterials)

Other news (discounts and promotions exclusive to IPVEA members) Media partner editorial MEMBER PROFILE

NOVEMBER 2012

IPVEA update : bulletin Feature: Summary and analysis of Q3 2012 Books to Bill data Latest market, product and technology news, from press releases from members

Media partner editorial

JULY 2012

IPVEA update : bulletin Feature: Summary and analysis of Q2 2012 Books to Bill data Media partner editorial

FEBRUARY 2012

IPVEA update : bulletin & digital Asia Feature: Investment opportunities: Regional inward investment agencies in China, South Korea and other Asian markets are competing to establish PV industrial bases.

IPVEA reviews regions and that best serve PV equipment suppliers Media partner editorial Other news (discounts and promotions exclusive to IPVEA members)

APRIL 2012

IPVEA update : bulletin PV Matrix update: new partnerships promoting PV Matrix for SNEC 2012

Media partner editorial Feature: Summary and analysis of Q1 2012 Books to Bill data Outline of IPVEA-EU PVSNEC PV Production Forum programme and publication of deadline for presentation proposals, for July

JUNE 2012

IPVEA update : bulletin & digital Feature: SNEC review Feature: Review of IPVEA-SNEC PV production technology conference programme

Other news (discounts and promotions exclusive to IPVEA members) Nanomarkets submission (TCO for PVs, business case for BIPV, materials in PV manufacturing i.e. CIGS, metals, nanomaterials etc)

OCTOBER 2012

IPVEA update : bulletin Feature: Review of EU PVSEC 2012 Feature: PV Production Forum review News from IPVEA board meeting Other news (discounts and promotions exclusive to IPVEA members)

DECEMBER 2012

IPVEA update : bulletin & digital & printed

IPVEA plans for 2012 Nanomarkets submission (TCO for PVs, business case for BIPV, materials in PV manufacturing i.e. CIGS, metals, nanomaterials)

AUGUST 2012

IPVEA update : bulletin & digital Feature: Outlook for rest of 2012 (produced by IPVEA and PV industry analyst partners)

Media partner editorial EUPVSEC preview: Events / members / forum

Latest market, product and technology news, SNEC booth

SHOW SPECIAL

Latest market, product & tech. news, EUPVSEC booth from members

SHOW SPECIAL

PV Matrix update: new partnerships promoting PV Matrix for SNEC

SHOW PREVIEW

Feature: Outlook for rest of 2012 (produced by IPVEA and PV industry

SHOW PREVIEW

SHOW REVIEW

SHOW REVIEW

IPVEA: Publishing Schedule for 2012

To fi nd out more about editorial and advertising opportunities please email: [email protected]

Page 19: IPVEA 2011 End of Year Report

IPVEA International Photovoltaic Equipment Association (IPVEA) has used uses its best efforts to ensure that all the information in this publication is up-to-date. Any warranty to the correctness and actuality can not be assumed. IPVEA reserves the right to make changes or additions to the information made available at any time without notice. © 2011 International Photovoltaic Equipment Association. All rights reserved. Contents may not be reproduced by any means, in whole or part, without the prior written permission of the publisher. The opinions expressed in this publication are not necessarily those of IPVEA.

EuropE IPVEA

P.O. Box 1610D-63406, Hanau

Germany

NorTH AMErICAIPVEA

P.O. Box 771507, OrlandoFlorida 32877

USATel: +1 407 856 9100

ASIA-pACIFICIPVEA

Rm 603, APEC Plaza49 Hoi Yuen Road, Kwun Tong

Hong KongTel: +852 2623 2317

Managing Director: Bryan [email protected]

Registration Number: Court Hanau VR 31714

www.IpvEA.org

The IPVEA Team

North AmericaBryan Ekus, Managing Director, Florida, USALarry Jaffee, New York, USAEllen Parker, Miami, USA

Europe Bryan Ekus, Hanau, GermanyMetacom Communications, Hanau, GermanySara Ver-Bruggen, London, UKDarren Stacey, London, UK

Asia-PacificAndy Chan, Hong Kong Michelle Wong, Hong Kong

Page 20: IPVEA 2011 End of Year Report

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