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Oerlikon Solar
Rossano Terzoli – Sales & Account Manager
Agenda
Company PresentationPage 2
1 Business Overview
2 Market Overview
3 Technology Overview
4 ThinFab™ Introduction
5 Summary
Agenda
1 Business Overview
2 Market Overview
3 Technology Overview
4 ThinFab™ Introduction
5 Summary
Page 3 Company Presentation
… supplies capital equipment turnkey production lines a-Si/µc-Si
… supplies pumps used in vacuum coating processes, lamination and various other process steps
Company PresentationPage 4
Oerlikon is a Provider of Clean-Technology Solutions
Oerlikon Solar
Oerlikon Vacuum
Oerlikon Drive Systems
Oerlikon Advanced Technologies
… supplies advanced gearboxes for Wind Turbines and complete transmissions for Electric Vehicles
… supplies coating equipment for front-and back-side coating of crystalline silicon solar cells
Oerlikon Solar at a Glance
Company PresentationPage 5
Serving from 13 locations in 9 countries
Oerlikon Solar’s vision is to make solar power economically viable.
� A leading suppliers of production lines for thin film silicon modules
� More than 870 MW contracted to-date
� Approximately 700 employees including 300 scientists and engineers as well as 200 global customer personnel
� R&D investments of more than MCHF 200 in last 4 years
Milestones in Oerlikon Solar’s History
Company PresentationPage 6
1st equipment sale - Schott Solar
1st Micromorph® end-to-end production line contract
TUV certification for Micromorph®
Micromorph®
technology patent
PV lab at IMT
1st functional 1.4 m2 a-Si module
Oerlikon founds own R&D lab
launch of ThinFab € 0.50/Wp
Champion cell 11.9% efficiency
10% efficiency average
1986 1989 1993 2003 2004 2005 2008 2009 2010 2011
Technology roadmap to 12% efficiency
1st ThinFab™ sold
Concept & product
Commercalization & Mass Production
Opportunity identification
VHF PECVD deposition
1st customers in commercial production
Agenda
Page 7
1 Business Overview
2 Market Overview
3 Technology Overview
4 ThinFab™ Introduction
5 Summary
Company Presentation
Driven by Fundamental Drivers – PV Markets have Consistently Exceeded Analyst Expectations
Company PresentationPage 8
Energy Demand
Conventional Energy Costs
Fossil Resources
Environmental Regulations
National Security
Source: Navigant Consulting, Feb 2011
2 36 7
14
1921
27
38PV Growth (GW): +2,006%
46%
Thin Film Technologies
Photovoltaic (PV)
Solar Technologies OverviewOerlikon Solar is the World Leader in Advanced Thin Film Silicon Technology
Company PresentationPage 9
Solar Power
Concentrated Solar Power
Wafer based
C-Si TF-Si CdTe CIGS
Oerlikon Solar Customer Update Reaching the Giga-Watt Landmark
Page 10
Customer Location Technology Type Project MW
Bosch Solar Germany Micromorph® Equipment 40Schott Solar Germany Amorphous Equipment 40CSG Germany Amorphous Equipment 20Sun Well Taiwan Amorphous Turnkey 50Inventux Germany Micromorph® Equipment 30
Auria Solar Taiwan Micromorph® Turnkey 60
Pramac Switzerland Micromorph® Turnkey 30
Astronergy China Micromorph® Turnkey 30/75Tianwei China Micromorph® Turnkey 46/75Gadir Solar Spain Amorphous Turnkey 40
Heliosphera Greece Micromorph® Turnkey 60
Hevel Russia Micromorph® Turnkey 130
DongXu China Amorphous Equipment 60
Gongchuang China Micromorph® Turnkey 40Asian Customer
Asia Micromorph® Turnkey 120
TOTAL 870 MW
* upgrade to total 75 MW in 2011
76%
24% Amorphous
Micromorph
78%
22% Equipment
Turnkey
43%57%
Asia
Europe
Company Presentation
More than 5 Million Panels Produced on Oerlikon Equipment
Page 11 Company Presentation
Saarbrucken, Germany 2.77MWp project commissioned June 2010, Ground mounted, Financing by LevoBank eG
Thin Film is Well-Positioned for Future Markets
Clear sky isolation incident, horizontal surface (kWh/m³/day)
Source: NASA 2008World market 2020
World market 2010
7.576
5
4
3
Average annual groundsolar energy(1983-2005)
Company PresentationPage 12
Agenda
Page 13
1 Business Overview
2 Market Overview
3 Technology Overview
4 ThinFab™ Introduction
5 Summary
Company Presentation
Oerlikon Solar Thin Film Silicon TechnologyLowest Cost, Highest Efficiency
Company PresentationPage 14
Cell Structure Cell Cross Sections Spectral Cell Sensitivity
Micromorph ®
Amorph
Oerlikon Solar Providing Turnkey Mass Manufacturing Solutions
Company PresentationPage 15
Think Thin with Oerlikon Solar TechnologyBest in Class Equipment Utilization and Production Control
Page 16
Front End Back End
Company Presentation
Thinner silicon absorber
Thinnest laser “dead zone”
Unique thin film front contact
Thinner,simpler back end process
Thinner module glass, reduced weight
Agenda
Page 17
1 Business Overview
2 Market Overview
3 Technology Overview
4 ThinFab™ Introduction
5 Summary
Company Presentation
THINFAB™End-to-End Glass to Module Production Factory
Page 18
Module Efficiency 10% / 143 WpModule Size 1.1 x 1.3 m2
Technology Micromorph®
Annual Output 120 MW ~850‘000 ModulesYield 97%Module production cost < € 0.50 per watt
Company Presentation
THINFAB™ - Investment Analysis
Page 19
THINFAB Payback €/W
Capital Investment (Equipment Only)
1.00
Module Production Costincl. Depreciation
0.50
Expected Module ASP 0.70-0.80
Gross Margin (%) 30-40%
Payback Period3.5-4.5 years
Energy Payback Period < 1 year
PV Module
“Swiss Quality Made Locally”
Localized PV Supply Chain
E2E in-house factory
Gases
Glass
Company Presentation
Oerlikon Solar Roadmap to 12% Module Efficiency
Page 20
70
90
110
130
150
170
Sta
biliz
ed P
ower
(W
att)
2009 10 11 12 13 14 2015
Champion cell
Champion module
Today
Structured glass
New Module Design
Thin layers 200/800nm
ThinFab™ process
Advanced bottom cell process11.9%
4.9%
6.3%
7.7%
9.1%
10.5%
Efficiency
Improved Process
Year of Module Production(Equipment Order � Prior Year)
Company Presentation
Beyond Certification - Higher-level Stress TestingMicromorph Demonstrates Superior Reliability
Page 21
The red indication corresponds the time range where the module had less than 80% of the initial power �failure. Gray color represents at least 80% from initial power. All @ -1000V if not described
OLD design
P7 -4000V
P7
P7 – with ES
A
B
C
E
D
F
G
H
0 500 1000 1500 2000 2500 3000 3500
91.1% from initial power
95.4% from initial power
BDH hours 4000….
Benchmark Crystalline
Thin F
ilm –
Several m
anufacturers
Oerlikon D
esign96.3% from initial power
5000 6000
Company Presentation
Proven Outdoor Performance
Page 22
Hot & Dry Climate
Moderate European Climate Grid Connected Test Arrays
� Comprehensive Technology Benchmarking
� Different Climates: Moderate European (CH), Hot & Dry (Arizona, USA), Alpine (under construction)
� R&D: Continuous Product Improvement
� Project Development and Funding: Test program supports Oerlikon Solar Customers, Project Developers, Investors, Banks as well as Institutes
Company Presentation
Competitive Advantage of Thin Film onEnergy Consumption & Payback
Page 23
Photovoltaic Energy Payback (yrs)
-67%
TF-Si(OS µc-Si)
CdTe
1.00
CIGS
1.90
c-Si
3.00
Carbon Footprint (g Co2 eq/kWh)
Wind
-96%
Nuclear
TF
(OS
µc-S
i)
Geotherm
al
Biom
ass
Gas C
C
Oil
Coal
Company Presentation
Cost of Electricity with Oerlikon Solar Technology
10 €¢/kWhNow available in Turkey
Module cost 0.50 €/WpOverhead Margin 0.18 €/WpModule price 0.68 €/WpBOS cost 0.78 €/Wp
Total system cost 1.46 €/Wp
Electricity cost 0.10 €/kWh
Agenda
Page 25
1 Business Overview
2 Market Overview
3 Technology Overview
4 ThinFab™ Introduction
5 Summary
Company Presentation
Summary - Key USPs of Oerlikon Solar’s THINFAB™ Technology
Page 26
� Lowest PV module production cost€ 0.5/Wp with local production at reasonable scale of 120 MW
� Innovative Micromorph® technology10% average efficiency guaranteed today, roadmap to 12%
� Proven ThinFab™ manufacturing solutionGuaranteed performance, over 97% line yield, 120MW per year
� Highest PV electricity yieldOver 5% more electricity generation, especially in low light and high temperature conditions
� Lowest carbon footprintEnergy payback time less than one year
� Most environmentally friendly PV technologyNo toxic material, no scarce resources
Company Presentation
Page 27
With the capacity of one ThinFab™ 200 million kWh are produced in a year
Lighting more than 30,000 houses in US or 150, 000 in India
AndCreating 200 direct jobs and >1500 indirect jobs
In Engineering, Finance, IT and EducationAnd
Our promise to keep the world at the cutting edge of technology
Thank you for your attention!
Company Presentation
Disclaimer
Company PresentationPage 28
This presentation is based on information currently available to management. The forward-looking statements contained herein could be substantially impacted by risks and influences that are not foreseeable at present, so that actual results may vary materially from those anticipated, expected or projected.