Von der Manufaktur zur Gigawatt-Produktion

Transkript

1 Von der Manufaktur zur Gigawatt-Produktion Dr. Hubert A. Aulich Mitglied des Vorstandes PV Crystalox Solar PLC Sprecher Spitzencluster Solar Valley Mitteldeutschland 25 Jahre TNC Jubiläums-Tagung 29. Oktober 2010 Overview Presentation Introduction Silicon and Solar Electricity Market drivers and markets for solar electricity SolarValley Mitteldeutschland Conclusions

2 Pioneer for multicrystalline ingot and wire saw technology Wafer supplier for worldwide leading solar manufacturer Ingot & block production in UK, wafer production in Germany and Japan Listed on the London Stock Exchange since 2007 First silicon production in Europe (Bitterfeld) with an own modified Siemens process for solar silicon 330 employees in Germany, Japan, UK Production capacity of 400 MW p Ingot Production PV Crystalox Solar, Milton Park

3 Wafer Production PV Silicon GmbH, Erfurt Silicon Production PV Crystalox Solar Silicon GmbH, Bitterfeld

4 First high-purity silicon rod from Siemens grown by the so-called A-process in 1953 Key drivers

5 Solar Energy (Photovoltaic and Thermal) will be the dominant Energy resource in this century Significant development during the last 15 years Small scale manufacturing developed basic technology in 90 s Reduce wafer thickness Increase cell efficiency (SiN x, BSF) Transfer new concepts into mass production Production lines for wafers, cells, modules world-wide commercially available Establish PV-specific Si feedstock

6 Industry Growth: 1979 to year compound annual growth rate of 32% Germany roof program Germany - EEG 2010 Navigant Consulting, Inc. PV Services Program Roots and Growth of the PV industry in Germany 2010 s 1980 s

7 Development of the German PV market Market Marktdaten Data Photovoltaics Photovoltaik in in Deutschland Germany 2009* 2009* Newly Neu installierte installed power Leistung 3, MWp MWp Total Gesamt installed installierte power Leistung 9, MWp MWp Solar Solarstromerzeugung electricity produced 6, GWh GWh No. Anzahl of new neu systems installierte installed Anlagen 160, Anzahl Employees Beschäftigte 63, (Quelle: BSW-Solar) (Source: BSW-Solar) * Vorläufige Hochrechnungen * Preliminary figures Milestones Meilensteine 1991: First Feed-in Law (FIT with low tariffs) 1991: Stromeinspeisegesetz : 1,000 roofs program (grants) : Dächer Programm : 100,000 roofs program (loans) : Dächer Programm 2000: Renewable Energy Sources Act (EEG) (FIT) 2000: Erneuerbare Energien Gesetz (EEG) : Amendment (revision) of EEG (FIT) : Novellierungen EEG * jährlich installiert gesamt installiert D 0 BSW-Solar Development of feed-in tariff and electricity rate for consumers in Germany

8 The path to competitive solar electricity Price-learning curve for Modules Price reduction of 20% for doubling of installed modules Reduction of production cost: Scaling effect New technologies for products and production Investments for: R+D Production Market development Source: Adapted from National Renewable Energy Laboratory, PV Crystalox Solar Solar-grade silicon demand and specific Si-usage/Wp for contribution of approx. 700 GWp cum. to world-wide electricity demand by 2020 current capacity Scenario assumes Thin Film increases to 30% of total PV by 2020

9 PV pumping station in India Grid-connected Off-grid Installed PV power (MW) Source: IEA

10 Estimated world PV Cell production (MW) by country in 2009 Taiwan ; 1400 Malaysia ; 780 Philippines; 400 USA ; 770 Korea ; 231 Norway ; 180 India ; 120 Others ; 200 China ; 3800 Japan ; 1487 Source: IEA Germany ; 2456 Total: MW Solar electricity Strong competition in a high-growth market Estimated global demand and announced production capacities Global demand EuPD forecast Global demand EPIA (policy driven scenario) Global announced production capacities

11 Mitteldeutschland worldwide leading Solar region Zulieferer Industrie Distributoren Hochschulen/Institute Ministerien At Cluster Solarvalley Mitteldeutschland in 2009: 40% of German PV production turnover employees in the PV production sector employees in the PV supplier sector 4 companies among the top 10 worldwide Quelle: EuPD Research 08/2009 Solarvalley Mitteldeutschland - technologischer Vorsprung durch regionale Zusammenarbeit 29 weltweit agierende Unternehmen 9 Forschungseinrichtungen 4 Universitäten 3 Bundesländer 130 Mio. Budget (5 Jahre, 50% Industriebeteiligung) für F&E in 98 Einzelvorhaben 2 Silizium-Technologielinien: Kristallin 90%, Dünnschicht 10% 20 Mio. für Aus- und Weiterbildung & Clusterentwicklung

12 Conclusions: For the first time in the history of Industrial electricity generation a semiconductor - Silicon - is the material of choice for power conversion Nothing is burned, nothing is wasted, Si-technology for solar electricity with lowest impact on environment and abundant resources PV is one of the key technologies of this century with nearly unlimited applications and substantial cost reduction potential. Silicon for power generation Neue Energie aus Mitteldeutschland