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Series 6 Technology Readiness & Roadmap
Solar Symposium 2018
Nick Strevel | Head of Global Technical Sales
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HISTORY OF RAPID TECHNOLOGY ADVANCEMENT
• Original mass-production Series• 116 cells in Series• 50W – 80W Nominal Output
Series 22011 – 2012
• Locking Type Connector• Lower module voltage (154 Cells in two 77-cell parallel blocks lower path resistance) • 70W– 92.5W Nominal Output
Series 32012 – 2013
• Upgraded encapsulant & Black SET edge seal• Independent Thresher Test, PID Free Test (negative ground), TUV R. Long-term Sequential Test.• 85W – 95W
Series 3 Black2013 – 2014
• ZnTe Barrier Layer introduced to prevent Cu Mobility• Significant improvements in OC and long-term degradation. Hot-climate guidance eliminated.• 90W – 100W
Series 3 Black Plus2014 – 2015
• Certified PID Free with ungrounded & grounded systems up to 1500V• Anti-Reflective Coating Introduced. Improved laser scribe & thinner TCO.• 92.5W – 105W
Series 42015
• New P-N CdTe alloy composition results in graded absorber layer with better quantum efficiency• Negative side-effect of increased temperature co-efficient (-0.29%/oC –0.34%/oC)• 100W – 117.5W
Series 4V22015 – 2016
• Optimisation of S4V2 graded bandgap. Improved Temperature Coefficient (-0.34%/oC –0.29%/oC)• Positive Power Tolerance (-0 /+5W)• 105W – 120W
Series 4V32016 – PRESENT
… is this where weare stopping?
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HOW WE GET TO OVER 6 GW’S CAPACITY
Q1 Q2 Q3 Q4
2017
Q1 Q2 Q3 Q4
2018
Q1 Q2 Q3 Q4
2019
Q1 Q2 Q3 Q4
2020
MALAYSIA S4 FACTORY 1 – 1000MW NAMEPLATE
MALAYSIA S4 FACTORY 2 – 1000MW NAMEPLATE
OHIO S6 FACTORY – 600MW NAMEPLATE
MALAYSIA S6 FACTORY 1 – 1200MW NAMEPLATE
VIETNAM S6 FACTORY 1 – 1200MW NAMEPLATE
VIETNAM S6 FACTORY 2 – 1200MW NAMEPLATE
MALAYSIA S6 FACTORY 2
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Module 37%
Inverter 8%
EBOS 5%SBOS 9%
Labor 12%
Design & Engineering 1%
Permitting & Interconnection 4%
Civil 4%
Supply Chain, Logistics & Misc 3%
Taxes 4%
Overhead & Margin13%
2019E US SYSTEM COST BREAKDOWN
THE BOS OPPORTUNITY
S6 Design Impacts
~20% of system cost
(Not to mention module cost )
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• High Efficiency
• Improved BOS installation cost (labor is 12%, innovative solution addressing labor beyond efficiency)
• Framed with standard structure compatibility
SERIES 6: COMPELLING FOR US AND OUR CUSTOMERS
SERIES 6440Wp
72 cell Silicon
~350Wp
20% Wider
MORE WATTS
Module
37%
Inverter 8%
EBOSSBOS 9%
Labor
Design & Engineering 1%
Permitting &
Interconnection 4%
Civil 4%
Supply Chain,
Logistics & Misc 3%
Taxes 4%
Overhead & Margin
2019E US SYSTEM COST BREAKDOWN
6
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OPTIMIZED FROM START TO FINISH
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ECOSYSTEM APPROACH – SCALABILITY AND OPEN INNOVATION
&FIXED-TILT TRACKER 20+COUNTRIES
ELECTRICAL BOS
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S6 WATTS PER MODULE ROADMAP
FSLR data is Q4 average lead line watts per module for each respective year. 72-cell multi-PERC cSi and mono-PERC cSi roadmaps from GTM PV Pulse Aug 2017. Energy Yield advantage approximated as 5% - actually site dependent
87 91 98112 116 119 119 119
430
460
0
50
100
150
200
250
300
350
400
450
500
2012 2013 2014 2015 2016 2017E 2018E Mid-Term
Standard Multi Advanced P-Type Mono Series 4 Series 6 S4 Energy Adjusted S6 Energy Adjusted
STC Wp
S4 to S6 Transition
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S6 WATTS PER MODULE ROADMAP
FSLR data is Q4 average lead line watts per module for each respective year. 72-cell multi-PERC cSi and mono-PERC cSi roadmaps from GTM PV Pulse Aug 2017. Energy Yield advantage approximated as 5% - actually site dependent
87 91 98112 116 119 119 119
430
460
125 125
452
483
0
50
100
150
200
250
300
350
400
450
500
2012 2013 2014 2015 2016 2017E 2018E Mid-Term
Standard Multi Advanced P-Type Mono Series 4 Series 6 S4 Energy Adjusted S6 Energy Adjusted
STC Wp
S4 to S6 Transition
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HIGH ENERGY YIELDRobust Manufacturing Foundation
SERIES 6 ADVANTAGE
LOW BOS CPWand higher install velocity vs c-Si
SERIES 6 CREATES VALUE FOR US AND OUR CUSTOMERS
*S4 cost per watt comparison is 2016 average ; S6 cost is fully ramped cost, not including start-up effects.