中国太阳能行业深度分析.ppt

In the near-term CdTe Thin Film technology holds a significant LCOE advantage over c-Si However, new Thin Film technologies and core equipments are dominated by American, Japanese and European companies Chinese players have invested in a-Si RD and manufacturing, but lag in CdTe and CIGS Thin Film production and development CIGS technology is currently untested at commercial scale, but has low LCOE and high conversion efficiency potential There are more than 30 companies which use their own technical roadmap, coating, printing, vapor deposition or sputtering and different bottom material The laboratory data has shown 19.9% conversion efficiency, but only Global Solar, Wurth, Showa Shell have industrial-scale production Venture capital has backed it excessively, keen to find the next First Solar: Nano Solar, 420mms They want to control the cost to within $1Watt It is believed that AMAT have just established a group which research and develop the equipment of CIGS Technology Control of multi-layer coating Unavailable of the standard process and tools Home made equipment Cost The output of Indium was only 510 tons in 2007, 84% of it used to the coating of display and 13% used to do the additives and catalysts At present, all the costs are estimated Large-scale Production Compared with the production of the a-si and CdTe, this process is much more complex * May 2008,Suntech acquired a minority stake in Shunda Holdings Co. Ltd, a water manufacturer, from Actis, and Waichun Investment Fund, for a total consideration of $98.9 million. 2007, Suntech acquired the Japanese photovoltaic (PV) company MSK for a total consideration price around $160-300million. Oct,2008, Intel invest $ 20M to acquire stakes in Trony solar Holding.co.,ltd * * * * * * Solar energy will contribute over 2% and 5% of the nation’s total energy consumption in 2010 and 2020 respectively Solar PV Supply: China is ranked number one worldwide in PV cell production In 2007, China’s P