Breaking the Industrial Dependence of a Weltering Silicon SupplyBreaking the Industrial Dependence of a Weltering Silicon Supply

OverviewOverview

Industrial OpportunityIndustrial OpportunityEmerging Solar TechnologyEmerging Solar TechnologyStrategic ChallengesStrategic ChallengesKey PlayersKey PlayersRecommendationsRecommendations

Photovoltaic CellsPhotovoltaic CellsConverting solar light directly Converting solar light directly

into electricityinto electricity ““Harvesting” the Sun’s energy can be Harvesting” the Sun’s energy can be

simple simple as technology progressesas technology progressesCosts have dropped from $22 per watt to Costs have dropped from $22 per watt to

$2-3 $2-3 per watt since 1980per watt since 1980 Institutions are currently developing ways Institutions are currently developing ways

to to increase the practicality of solar increase the practicality of solar powerpower

Industrial Opportunity Industrial Opportunity

Industrial OpportunityIndustrial Opportunity

Using what’s free to create something Using what’s free to create something valuablevaluableSun stores 400 Septillion watts of Sun stores 400 Septillion watts of

energyenergy Solar power now meets only a 0.1% Solar power now meets only a 0.1%

sliver of sliver of electricity needselectricity needs Forbes predicts as the fastest growing Forbes predicts as the fastest growing

source source of alternative electric energyof alternative electric energy

Emerging TechnologyEmerging Technology

Emerging TechnologyEmerging Technology

Strategic ChallengesStrategic Challenges

Strategic ChallengesStrategic Challenges

Key PlayersKey Players

Key PlayersKey Players

Recommendations – Short TermRecommendations – Short Term

Recommendations – Long TermRecommendations – Long Term