The State of the Global Photovoltaics Industry – A View

from SEMI’s PV GroupBettina Weiss

Executive Director, PV GroupSEMI Global Headquarters

Outline

• About SEMI & PV Group

• Semiconductor & PV• Global Energy Market

& Renewables• Global PV Market• U.S. PV Market• The Importance of

Standards• Call for Action

Teaching students

about solar energy

Public Policy White Papers

Providing a voice for the solar industry

About SEMI

• Global industry association w/ offices in US, Belgium, Germany, France, China, Taiwan, Singapore, Korea, Japan, Russia, and India

• 1900+ member companies (500+ PV)

• Established 1970 to serve the semiconductor supply chain

• Today serves members in:

– Semiconductor, Photovoltaic, Flat Panel Display, Emerging Markets – MEMS, LED/SSL, Printed Electronics, and Nanotechnology

• Governed by Board of Directors with extensive advisory committee and Special Interest Group (SIG) structure

SEMI PV Group

Formed in 2008 to represent SEMI member companies involved in the solar/PV manufacturing supply chain.

Our Focus is on PV Manufacturing

• Leverage semiconductor's existing core competencies in order to create a long-term sustainable market

• Understand and address unique requirements for PV worldwide

• Expand the market while continuing to drive down costs

• Achieve the carbon reduction goals proposed by many nations

PV Group's Global ScopeCore Competencies:Core Competencies:Core Competencies:Core Competencies:• Organizing supply chain collaboration & technology roadmap activities • International standards development through SEMI International Standards Program• Global public policy and advocacy• Industry Research and Statistics (in-house and partnerships)• EH&S/Sustainability efforts

PV Group Membership PV Group Membership PV Group Membership PV Group Membership More than 500 global companies now 500 global companies now 500 global companies now 500 global companies now form PV Group (160 in the U.S.), many of them with history and expertise in semiconductor manufacturing, spanning the manufacturing supply chain from feedstock to module assembly and balance of systems

SEMI is Governed by an International Board of Directors Energy/PV Solar Standing Committee • M. Splinter, President & CEO, Applied MaterialsApplied MaterialsApplied MaterialsApplied Materials –

Committee Chair

• T. Higashi, Chairman & CEO, Tokyo Electron Ltd.Tokyo Electron Ltd.Tokyo Electron Ltd.Tokyo Electron Ltd.

• S. Kohyama, President & CEO, Covalent Materials Covalent Materials Covalent Materials Covalent Materials CorporationCorporationCorporationCorporation

• G. Rauter, COO, Q-CellsQ-CellsQ-CellsQ-Cells

• Z. Shi, Founder, Chairman & CEO, Suntech Power HoldingsSuntech Power HoldingsSuntech Power HoldingsSuntech Power Holdings

• E. Weber, Director, Fraunhofer-Institute for Solar Energy Fraunhofer-Institute for Solar Energy Fraunhofer-Institute for Solar Energy Fraunhofer-Institute for Solar Energy SystemsSystemsSystemsSystems

And by Regional Advisory Committee Members...

(Partial List)

Advisory CommitteesAdvisory CommitteesAdvisory CommitteesAdvisory Committees established in Europe, North America, China, India, Taiwan and Korea; Japan in formation

The Global PV MarketThe Global PV MarketThe Global PV MarketThe Global PV Market

Solar Today: 0.08% of Our Energy

Solar in the Future: A Major Energy Source (Example: Germany)

The Global PV Climate

In Crystalline SiliconIn Crystalline SiliconIn Crystalline SiliconIn Crystalline Silicon–c-Si continues to dominate the market, with

about 70-80% market share –Higher cost, but unmatched efficiencies

around 15%-17%

In Thin FilmIn Thin FilmIn Thin FilmIn Thin Film–CIGS, CdTe, a-Si are the predominant thin

film technologies today–Lower cost, different applications, lower

efficiencies between 10% and 11.5%

Source: GTM Research

Facts & Figures

Source: Solarbuzz

World Marketed Energy Use by Fuel Type (quadrillion Btu)

PV Market Size: Segmentation by Region (in GW)

Global PV Demand Markets (GW)

Leading European PV MarketsLeading European PV MarketsLeading European PV MarketsLeading European PV Markets

Source: Solarbuzz

Cumulative Global PV Installations

World cumulative PV power installed

• Europe leads the way with ~16 GW (70%)

• Japan (2.6 GW)

• US (1.6 GW)

• China makes its entry into the top 10 as a major contender in manufacturing

PV Manufacturing Growth

Source: Prometheus Institute

Top 10 Cell Manufacturers 2010

Source: Solarbuzz

Regional Market Growth - Driven by Policy• Japan - grid-

connected applications stimulated by market incentive programs and re-introduction of feed-in-tariffs (2009)

•Germany - The largest on-grid market demand stimulated by feed-in tariffs. (Reduced in 2010)

Market Drivers• Renewable energy policy aimed at reducing CO2 emissions may

help solar deployment and job creation, and in some cases… manufacturing. – China = Golden Sun Program– India = National Solar Mission– Japan = revived residential feed in tariff program– Korea = Green Korea plan– U.S. – DoE PV Manufacturing Initiative; “SunShot” program ($/W)

introduced in March• Various tax credit and grant programs are in place

(Manufacturing Tax Credit, R&D Tax Credit, Investment Tax Credit, etc.)

• And, demand is driven by:– Consumer support for renewable energy

• Smart investment with solid and predictable ROI• Highly dependent on either "being green" or educated about RE or both• Increasing electricity rates encourage alternative sources of energy.

– A trained workforce• Availability of qualified installers, financial experts, system integrators,

project managers, and other high tech workers

Market Drivers Fab Cost Model• This fab cost model

generates a “should cost” value for a large scale, integrated module fab. At the end of 2010 the model shows the module production cost at $1.42/W.

• Continued market demand will be stimulated by continued manufacturing cost reduction.

Source: SEMI/ Linx-AEI

Total Materials Market Demand

Source: SEMI/ Linx-AEI

CAGR 2010 to 2016 = 21%

Key Drivers for Cost Reduction - Materials Consumption

• Material cost account, depending on the technology, for 50–70 % of the total cost. In addition to location factors, biggest influence on cost reduction!

• Material costs per Watt can be influenced directly by reducing the consumption of material and indirectly by increasing the conversion efficiency.

Source: Manz Automation AG

Market Forecasts: BOM c-Si Module - 2010

• This stack assumes a standard multicrystalline cell, with a molded glass frontsheet, and TPT backsheet.

Source: SEMI/ Linx-AEI

The U.S. PV MarketThe U.S. PV MarketThe U.S. PV MarketThe U.S. PV Market

U.S. PV Manufacturing

The U.S. Market• The U.S. market is projected to grow faster than any other The U.S. market is projected to grow faster than any other The U.S. market is projected to grow faster than any other The U.S. market is projected to grow faster than any other

global region in the coming years global region in the coming years global region in the coming years global region in the coming years (GTM Research)

• U.S. government policies still need lots of workU.S. government policies still need lots of workU.S. government policies still need lots of workU.S. government policies still need lots of work– Large number of state created policy initiatives often cause

fragmented regulations and incentive environments, but states are stimulating their own local markets

– Federal incentives will play a larger role in stimulating demandbut lack decisiveness in supporting manufacturing

• U.S. Share of Renewable Electricity Is Expected to GrowU.S. Share of Renewable Electricity Is Expected to GrowU.S. Share of Renewable Electricity Is Expected to GrowU.S. Share of Renewable Electricity Is Expected to Grow– The U.S. Energy Information Administration (EIA) projects that

renewable-generated electricity will account for 17% of total U.S. electricity generation in 2035, up from 9% in 2008.

• Growth driven by the extension of Federal tax credits and the loan guarantee program in the American Recovery and Reinvestment Act (ARRA).

U.S. market forecast to grow to 4.5 – 5.5 GW by 2014

•The US market is forecasted to grow to between 4.5-5.5 GW over the next five years, around ten times the size of the 2009 market and an average annual growth rate of 30% per annum.

•The US order book for PV systems was at 12 GW in 2009, which represents the total of solar set-aside Renewable Portfolio Standards, projections of demand from multi-year funded incentive programs, stimulus-funded projects and other large utility identified projects.

Figure 1: US PV Order Book (2010 Figure 1: US PV Order Book (2010 Figure 1: US PV Order Book (2010 Figure 1: US PV Order Book (2010 –––– 2014) 2014) 2014) 2014)

Source: Solarbuzz

U.S. Solar Energy Policy “Asks”• SEMI urges Congress to

–Remove the cap on the advanced energy manufacturing tax credit

–Extend the Treasury Department’s Section 1603 grants in lieu of investment tax credit program.

–Make the R&D tax credit permanent.–Pass energy legislation this year. This should include a strong renewable energy standard or a clean energy standard with a solar carve-out.

PV Group Efforts in the U.S.• We work through a network of supply chain stakeholders

- Advisory Committee, subcommittees and partnering organizations to – Identify and tackle manufacturing cost drivers– Lend a strong industry voice on key issues on Capitol

Hill– Define best practices in EHS and sustainability– Forge strategic alliances with other organizations – Share current, credible market information– Strive to maintain free and open trade environments

• Advisory companies include: SunPower, First Solar, Oerlikon Solar, SolarWorld USA, BP Solar, Applied Materials, Matheson, DuPont, Dow Corning, KLA-Tencor, and many others

PV Industry Leveraging PV Industry Leveraging PV Industry Leveraging PV Industry Leveraging Semiconductor ExpertiseSemiconductor ExpertiseSemiconductor ExpertiseSemiconductor Expertise

Leveraging Similarities / Identifying Challenges• PV is a semiconductor PV is a semiconductor PV is a semiconductor PV is a semiconductor

technology that will technology that will technology that will technology that will benefit from chip industry benefit from chip industry benefit from chip industry benefit from chip industry experience because of experience because of experience because of experience because of similarities in:similarities in:similarities in:similarities in:

– Materials– Processes– Process Integration– Equipment– Yield– Productivity– Innovation– Learning Curve

Acceleration

PV's Unique Challenges:• Policy driven• Industry structure

(vertically integrated, turn-key systems, etc.)

• Deployment bottlenecks

Cost Reduction: Chips vs. PV

•Productivity Improvement �10-30% Reduction Yearly•Improved Yield � 10-15% Yearly

PV Learning CurvePV Learning CurvePV Learning CurvePV Learning Curve

Source: Navigant Consulting

Collaboration, Roadmaps & Standards

International Roadmapping Activities• March 2011:

– 2nd edition of the International Technology Roadmap for PV released by SEMI and CTM (Crystalline Cell Technology & Manufacturing) Group

– Critical technology needs and cost reduction goals for PV materials, manufacturing methods and processes identified and targeted

– Meetings with non-European cell manufacturers planned for June 2011 (Intersolar Europe 2011) to start internationalizing the effort and bringing additional contributors to the table

• April 2011: – DOE awards funding for Sematech-led PV Manufacturing

Consortium (CIGS, including technology roadmap) and SVTC (for c-Si)

• July 2011:– 2nd Annual North American PV Fab Managers Forum at

Intersolar NA– Focus on critical issues in thin film PV manufacturing shared

across the supply chain

Standardization…

• Is one natural outcome of roadmap activity

• Enables repeatability, scalability

• Helps achieve cost reductions and process efficiency goals

• Reduces cost throughout the supply chain (incl. permitting, etc.)

• Standardization enables scalability (Customization limits it)– Find a way to strike a

balance between standardization and differentiation

The Need for PV Standards

• The PV industry has few standards to support the manufacturing manufacturing manufacturing manufacturing process

• The PV market is growing rapidly, with many new companies entering the manufacturing supply chain

• Different applications and processes lead to diverse manufacturing challenges –this is where industry standards can play a critical role by:– Bringing the global supplier and

customer communities together– Collectively streamlining the number of

options in a given process– Agreeing on common parameters and

terminology

SEMI PV Standards in the PV Manufacturing Supply Chain

Why Standards? • Define interfaces (hardware and software)• Clearly characterize materials• Improve supply chain communication• Optimize environment, health and safety

Enabling these Benefits• Cost reduction • Focus on product differentiation• Acceleration of product development• Accepted verification procedures

crystalline silicon example

Chroma ATE INCChroma ATE INCChroma ATE INCChroma ATE INCCI Industrial Safety Consulting, LLCCI Industrial Safety Consulting, LLCCI Industrial Safety Consulting, LLCCI Industrial Safety Consulting, LLCCiS Forschungsinstitut für Mikrosensorik und Photovoltaik GmbHCiS Forschungsinstitut für Mikrosensorik und Photovoltaik GmbHCiS Forschungsinstitut für Mikrosensorik und Photovoltaik GmbHCiS Forschungsinstitut für Mikrosensorik und Photovoltaik GmbHCMS/ITRICMS/ITRICMS/ITRICMS/ITRIConexant SystemsConexant SystemsConexant SystemsConexant SystemsCook Engineering, Inc.Cook Engineering, Inc.Cook Engineering, Inc.Cook Engineering, Inc.Covalent Materials CorporationCovalent Materials CorporationCovalent Materials CorporationCovalent Materials CorporationDaewon SPICDaewon SPICDaewon SPICDaewon SPICDaihen CorporationDaihen CorporationDaihen CorporationDaihen CorporationDainichi Shoji K.K.Dainichi Shoji K.K.Dainichi Shoji K.K.Dainichi Shoji K.K.DAINIPPON DAINIPPON DAINIPPON DAINIPPON DelsolarDelsolarDelsolarDelsolarDespatch IndustriesDespatch IndustriesDespatch IndustriesDespatch IndustriesDeutsche Solar AGDeutsche Solar AGDeutsche Solar AGDeutsche Solar AGDow CorningDow CorningDow CorningDow CorningDuPont De Nemours International S.A.DuPont De Nemours International S.A.DuPont De Nemours International S.A.DuPont De Nemours International S.A.DuPont Teijin FilmsDuPont Teijin FilmsDuPont Teijin FilmsDuPont Teijin FilmsECN Solar EnergyECN Solar EnergyECN Solar EnergyECN Solar EnergyEnergy Innovation AssociatesEnergy Innovation AssociatesEnergy Innovation AssociatesEnergy Innovation AssociatesENspringENspringENspringENspringEntegris, Inc.Entegris, Inc.Entegris, Inc.Entegris, Inc.Evans Analytical GroupEvans Analytical GroupEvans Analytical GroupEvans Analytical GroupEver Energy Co. Ltd.Ever Energy Co. Ltd.Ever Energy Co. Ltd.Ever Energy Co. Ltd.Evergreen EngineeringEvergreen EngineeringEvergreen EngineeringEvergreen EngineeringExponent Inc.Exponent Inc.Exponent Inc.Exponent Inc.FraunhoferFraunhoferFraunhoferFraunhoferFreiberg Freiberg Freiberg Freiberg Fuji Electric Advanced Technology Co., Ltd.Fuji Electric Advanced Technology Co., Ltd.Fuji Electric Advanced Technology Co., Ltd.Fuji Electric Advanced Technology Co., Ltd.GEASOL ltdGEASOL ltdGEASOL ltdGEASOL ltdGintech Energy CooperationGintech Energy CooperationGintech Energy CooperationGintech Energy CooperationGnostic SystemsGnostic SystemsGnostic SystemsGnostic Systems

Companies Involved in Developing SEMI PV Standards6N Silicon Inc6N Silicon Inc6N Silicon Inc6N Silicon Inca2peak power Co.,Ltd.a2peak power Co.,Ltd.a2peak power Co.,Ltd.a2peak power Co.,Ltd.Accademia Europea BolzanoAccademia Europea BolzanoAccademia Europea BolzanoAccademia Europea Bolzanoacp-IT AGacp-IT AGacp-IT AGacp-IT AGAdema Technologies IncAdema Technologies IncAdema Technologies IncAdema Technologies Incadvanced clean production Information Technologyadvanced clean production Information Technologyadvanced clean production Information Technologyadvanced clean production Information TechnologyAir LiquideAir LiquideAir LiquideAir LiquideAir ProductsAir ProductsAir ProductsAir ProductsAir Products and Chemicals, Inc.Air Products and Chemicals, Inc.Air Products and Chemicals, Inc.Air Products and Chemicals, Inc.AIS Automation Dresden GmbHAIS Automation Dresden GmbHAIS Automation Dresden GmbHAIS Automation Dresden GmbHAISTAISTAISTAISTApplied MaterialsApplied MaterialsApplied MaterialsApplied MaterialsApplied Spectra, INCApplied Spectra, INCApplied Spectra, INCApplied Spectra, INCAsahi/America, Inc.Asahi/America, Inc.Asahi/America, Inc.Asahi/America, Inc.Ascari LimitedAscari LimitedAscari LimitedAscari LimitedAtelier IshikawaAtelier IshikawaAtelier IshikawaAtelier IshikawaATMIATMIATMIATMIBayTech GroupBayTech GroupBayTech GroupBayTech GroupBEIJING SEVENSTAR ELECTRONICS CO.LTDBEIJING SEVENSTAR ELECTRONICS CO.LTDBEIJING SEVENSTAR ELECTRONICS CO.LTDBEIJING SEVENSTAR ELECTRONICS CO.LTDBosch Solar Energy AGBosch Solar Energy AGBosch Solar Energy AGBosch Solar Energy AGBP SolarBP SolarBP SolarBP SolarBrewer ScienceBrewer ScienceBrewer ScienceBrewer ScienceBruce Technologies IncBruce Technologies IncBruce Technologies IncBruce Technologies IncBT ImagingBT ImagingBT ImagingBT ImagingCA SolarCA SolarCA SolarCA SolarcamLinecamLinecamLinecamLineCanon ANELVA CorporationCanon ANELVA CorporationCanon ANELVA CorporationCanon ANELVA Corporationcentrotherm photovoltaics Asiacentrotherm photovoltaics Asiacentrotherm photovoltaics Asiacentrotherm photovoltaics AsiaCentrotherm Thermal Solutions GmbH + Co. KGCentrotherm Thermal Solutions GmbH + Co. KGCentrotherm Thermal Solutions GmbH + Co. KGCentrotherm Thermal Solutions GmbH + Co. KGC-Gerhards GmbH i.GC-Gerhards GmbH i.GC-Gerhards GmbH i.GC-Gerhards GmbH i.GCH2M HillCH2M HillCH2M HillCH2M Hill

Gnostic SystemsGnostic SystemsGnostic SystemsGnostic SystemsGTsolarGTsolarGTsolarGTsolarHaas Training SolutionsHaas Training SolutionsHaas Training SolutionsHaas Training SolutionsHager + ElsässerHager + ElsässerHager + ElsässerHager + ElsässerHeltina AGHeltina AGHeltina AGHeltina AGHemlock Semiconductor CorporationHemlock Semiconductor CorporationHemlock Semiconductor CorporationHemlock Semiconductor CorporationHirata CorporationHirata CorporationHirata CorporationHirata CorporationHitachi Kokusai Electric Inc.Hitachi Kokusai Electric Inc.Hitachi Kokusai Electric Inc.Hitachi Kokusai Electric Inc.Hong Ming Technology Co., Ltd.Hong Ming Technology Co., Ltd.Hong Ming Technology Co., Ltd.Hong Ming Technology Co., Ltd.Hynix Semiconductor Inc.Hynix Semiconductor Inc.Hynix Semiconductor Inc.Hynix Semiconductor Inc.IAPMOIAPMOIAPMOIAPMOICL Performance Products LLCICL Performance Products LLCICL Performance Products LLCICL Performance Products LLCIE&S GmbHIE&S GmbHIE&S GmbHIE&S GmbHIIT RoorkeeIIT RoorkeeIIT RoorkeeIIT RoorkeeIndustrial Technology Research InstituteIndustrial Technology Research InstituteIndustrial Technology Research InstituteIndustrial Technology Research InstituteInnoLas Semiconductor GmbHInnoLas Semiconductor GmbHInnoLas Semiconductor GmbHInnoLas Semiconductor GmbHInReCon AGInReCon AGInReCon AGInReCon AGInstitut für SolarenergieforschungInstitut für SolarenergieforschungInstitut für SolarenergieforschungInstitut für SolarenergieforschungInstituto Tecnologico Superior de IrapuatoInstituto Tecnologico Superior de IrapuatoInstituto Tecnologico Superior de IrapuatoInstituto Tecnologico Superior de IrapuatoITRIITRIITRIITRIJapan Radio Co.,Ltd.Japan Radio Co.,Ltd.Japan Radio Co.,Ltd.Japan Radio Co.,Ltd.Japan Solar SiliconJapan Solar SiliconJapan Solar SiliconJapan Solar SiliconJC's Chunson LimitedJC's Chunson LimitedJC's Chunson LimitedJC's Chunson LimitedJonas&Redmann Automationstechnik GmbHJonas&Redmann Automationstechnik GmbHJonas&Redmann Automationstechnik GmbHJonas&Redmann Automationstechnik GmbHKANEKA CORPORATIONKANEKA CORPORATIONKANEKA CORPORATIONKANEKA CORPORATIONKesslerConsultKesslerConsultKesslerConsultKesslerConsultKEYENCEKEYENCEKEYENCEKEYENCEKing Design Industrial Co., Ltd.King Design Industrial Co., Ltd.King Design Industrial Co., Ltd.King Design Industrial Co., Ltd.KLA-TencorKLA-TencorKLA-TencorKLA-Tencor

Korea Institute of Lighting TechnologyKorea Institute of Lighting TechnologyKorea Institute of Lighting TechnologyKorea Institute of Lighting TechnologyLanco Solar Pvt LtdLanco Solar Pvt LtdLanco Solar Pvt LtdLanco Solar Pvt LtdLewis Bass International IncLewis Bass International IncLewis Bass International IncLewis Bass International IncLG Electronics, Inc.LG Electronics, Inc.LG Electronics, Inc.LG Electronics, Inc.LG. DisplayLG. DisplayLG. DisplayLG. DisplayLinde LLCLinde LLCLinde LLCLinde LLCM+W Zander FE GmbHM+W Zander FE GmbHM+W Zander FE GmbHM+W Zander FE GmbHMalema EngineeringMalema EngineeringMalema EngineeringMalema EngineeringManz Automation AGManz Automation AGManz Automation AGManz Automation AGMaterials & MetrologyMaterials & MetrologyMaterials & MetrologyMaterials & MetrologyMatheson Tri-GasMatheson Tri-GasMatheson Tri-GasMatheson Tri-GasMEMC Electronic Materials, Inc.MEMC Electronic Materials, Inc.MEMC Electronic Materials, Inc.MEMC Electronic Materials, Inc.Meyer Burger AGMeyer Burger AGMeyer Burger AGMeyer Burger AGMicronitMicronitMicronitMicronitMitsubishi Electric CorporationMitsubishi Electric CorporationMitsubishi Electric CorporationMitsubishi Electric CorporationMitsubishi Heavy Industries,LTDMitsubishi Heavy Industries,LTDMitsubishi Heavy Industries,LTDMitsubishi Heavy Industries,LTDMitsuishi Bussan Corporation LimitedMitsuishi Bussan Corporation LimitedMitsuishi Bussan Corporation LimitedMitsuishi Bussan Corporation LimitedMizuho Information & Research Institute, Inc.Mizuho Information & Research Institute, Inc.Mizuho Information & Research Institute, Inc.Mizuho Information & Research Institute, Inc.MOSERBAER PHOTOVOLTAIC LIMITEDMOSERBAER PHOTOVOLTAIC LIMITEDMOSERBAER PHOTOVOLTAIC LIMITEDMOSERBAER PHOTOVOLTAIC LIMITEDMotech (Solar Division) Motech (Solar Division) Motech (Solar Division) Motech (Solar Division) Nippon Steel Corp.Nippon Steel Corp.Nippon Steel Corp.Nippon Steel Corp.Nisshinbo Mechatronics Inc.Nisshinbo Mechatronics Inc.Nisshinbo Mechatronics Inc.Nisshinbo Mechatronics Inc.NIST NIST NIST NIST Nokia Siemens NetworksNokia Siemens NetworksNokia Siemens NetworksNokia Siemens NetworksNRELNRELNRELNRELNS Solar Material Co., Ltd.NS Solar Material Co., Ltd.NS Solar Material Co., Ltd.NS Solar Material Co., Ltd.NSNNSNNSNNSNOC Oerlikon Balzers AGOC Oerlikon Balzers AGOC Oerlikon Balzers AGOC Oerlikon Balzers AGOCIOCIOCIOCI

OmronOmronOmronOmronOp-tection GmbHOp-tection GmbHOp-tection GmbHOp-tection GmbHOptiSolarOptiSolarOptiSolarOptiSolarOrient Service CorporationOrient Service CorporationOrient Service CorporationOrient Service CorporationPall CorporationPall CorporationPall CorporationPall CorporationParker HannifinParker HannifinParker HannifinParker HannifinPEER Group GmbHPEER Group GmbHPEER Group GmbHPEER Group GmbHPolar Star Research, LLCPolar Star Research, LLCPolar Star Research, LLCPolar Star Research, LLCPrediktor ASPrediktor ASPrediktor ASPrediktor ASPVTC/ITRIPVTC/ITRIPVTC/ITRIPVTC/ITRIQ-Cells SEQ-Cells SEQ-Cells SEQ-Cells SEQSES Inc.QSES Inc.QSES Inc.QSES Inc.R.A.Smythe, Management ConsultantsR.A.Smythe, Management ConsultantsR.A.Smythe, Management ConsultantsR.A.Smythe, Management ConsultantsRAPT Industries, Inc.RAPT Industries, Inc.RAPT Industries, Inc.RAPT Industries, Inc.Raytex CorporationRaytex CorporationRaytex CorporationRaytex CorporationREC SiliconREC SiliconREC SiliconREC SiliconRENA GmbHRENA GmbHRENA GmbHRENA GmbHRoth & Rau - Ortner GmbHRoth & Rau - Ortner GmbHRoth & Rau - Ortner GmbHRoth & Rau - Ortner GmbHRTS CorporationRTS CorporationRTS CorporationRTS CorporationSafe Techno LimitedSafe Techno LimitedSafe Techno LimitedSafe Techno LimitedSalmon Leap Associates India (p) LtdSalmon Leap Associates India (p) LtdSalmon Leap Associates India (p) LtdSalmon Leap Associates India (p) LtdSalusSalusSalusSalusSchott Solar AGSchott Solar AGSchott Solar AGSchott Solar AGSemilabSemilabSemilabSemilabSemisolSemisolSemisolSemisolSEMITRACSEMITRACSEMITRACSEMITRACSentech Instruments GmbHSentech Instruments GmbHSentech Instruments GmbHSentech Instruments GmbHSigma-AldrichSigma-AldrichSigma-AldrichSigma-AldrichSilicon SolarSilicon SolarSilicon SolarSilicon SolarSiliken ChemicalsSiliken ChemicalsSiliken ChemicalsSiliken ChemicalsSINTEF Materials and ChemistrySINTEF Materials and ChemistrySINTEF Materials and ChemistrySINTEF Materials and ChemistrySinton InstrumentsSinton InstrumentsSinton InstrumentsSinton Instruments

SITEX 45 SRLSITEX 45 SRLSITEX 45 SRLSITEX 45 SRLSixtron Advanced MaterialsSixtron Advanced MaterialsSixtron Advanced MaterialsSixtron Advanced MaterialsSolar WorldSolar WorldSolar WorldSolar WorldSolarTechSolarTechSolarTechSolarTechSolland Solar Cells GmbHSolland Solar Cells GmbHSolland Solar Cells GmbHSolland Solar Cells GmbHSPILSPILSPILSPILSUMCOSUMCOSUMCOSUMCOSunicon AGSunicon AGSunicon AGSunicon AGSuntech Power Holdings Co., Ltd.Suntech Power Holdings Co., Ltd.Suntech Power Holdings Co., Ltd.Suntech Power Holdings Co., Ltd.SwagelokSwagelokSwagelokSwagelokTainergy Tech Co., LtdTainergy Tech Co., LtdTainergy Tech Co., LtdTainergy Tech Co., LtdTAIYO NIPPON SANSO CORPORATIONTAIYO NIPPON SANSO CORPORATIONTAIYO NIPPON SANSO CORPORATIONTAIYO NIPPON SANSO CORPORATIONThe Scatter Works, Inc.The Scatter Works, Inc.The Scatter Works, Inc.The Scatter Works, Inc.TNO Industrie en TechniekTNO Industrie en TechniekTNO Industrie en TechniekTNO Industrie en TechniekTokuyama corporationTokuyama corporationTokuyama corporationTokuyama corporationTokyo Electron Ltd.Tokyo Electron Ltd.Tokyo Electron Ltd.Tokyo Electron Ltd.Toray Research Center,Inc.Toray Research Center,Inc.Toray Research Center,Inc.Toray Research Center,Inc.Tronic International Pte LtdTronic International Pte LtdTronic International Pte LtdTronic International Pte LtdTUV TUV TUV TUV ULVACULVACULVACULVACUnderwriters Laboratories Taiwan Underwriters Laboratories Taiwan Underwriters Laboratories Taiwan Underwriters Laboratories Taiwan UNI3 Ssytem Co., Ltd.UNI3 Ssytem Co., Ltd.UNI3 Ssytem Co., Ltd.UNI3 Ssytem Co., Ltd.Universidad Carlos III de MadridUniversidad Carlos III de MadridUniversidad Carlos III de MadridUniversidad Carlos III de MadridUniversity of OxfordUniversity of OxfordUniversity of OxfordUniversity of OxfordVoltaix. LLCVoltaix. LLCVoltaix. LLCVoltaix. LLCVQCVQCVQCVQCWacker Chemie AGWacker Chemie AGWacker Chemie AGWacker Chemie AGYaskawa Electric CorporationYaskawa Electric CorporationYaskawa Electric CorporationYaskawa Electric Corporation

Companies Involved in Developing SEMI PV Standards

PV Standards Developing Organizations

SEMI PV Standards Organization North AmericaNorth AmericaNorth AmericaNorth America PV Committee PV Committee PV Committee PV Committee

J a p a nJ a p a nJ a p a nJ a p a nPV Materials PV Materials PV Materials PV Materials Committee Committee Committee Committee

E uropeE uropeE uropeE urope PV Committee PV Committee PV Committee PV Committee

T a iw a nT a iw a nT a iw a nT a iw a nPV Committee PV Committee PV Committee PV Committee

PV RibbonPV RibbonPV RibbonPV Ribbon T F T F T F T F

Int’l PV Analytical Int’l PV Analytical Int’l PV Analytical Int’l PV Analytical Test Methods TFTest Methods TFTest Methods TFTest Methods TF

P V P V P V P V Silicon Materials Silicon Materials Silicon Materials Silicon Materials

T FT FT FT F

Int’l PV Analytical Int’l PV Analytical Int’l PV Analytical Int’l PV Analytical Test Methods TFTest Methods TFTest Methods TFTest Methods TF

P V GasP V GasP V GasP V Gas , , , , L iqu idL iqu idL iqu idL iqu idChemicals Chemicals Chemicals Chemicals & & & & Water Water Water Water

T FT FT FT F

PV Carrier TFPV Carrier TFPV Carrier TFPV Carrier TF

PV Materials TFPV Materials TFPV Materials TFPV Materials TF

PV Electrical PV Electrical PV Electrical PV Electrical & & & & Optical Properties Optical Properties Optical Properties Optical Properties

T FT FT FT F

Japan PV Japan PV Japan PV Japan PV M aterialsM aterialsM aterialsM aterials

T FT FT FT F

cccc----Si Cell Si Cell Si Cell Si Cell AppearanceAppearanceAppearanceAppearance

T F T F T F T F

Vibration Test Vibration Test Vibration Test Vibration Test M ethodM ethodM ethodM ethod

T FT FT FT F

Equipment InterfaceEquipment InterfaceEquipment InterfaceEquipment InterfaceStds Coordination Stds Coordination Stds Coordination Stds Coordination

W GW GW GW G

Cell Specification Cell Specification Cell Specification Cell Specification Coordination WGCoordination WGCoordination WGCoordination WG TF – Task Force

WG – Working Group

PV Wafer PV Wafer PV Wafer PV Wafer MeasurementMeasurementMeasurementMeasurement

Method TFMethod TFMethod TFMethod TF

J a p a nJ a p a nJ a p a nJ a p a nP V P V P V P V

AutomationAutomationAutomationAutomationCommitteeCommitteeCommitteeCommittee

PV EquipmentPV EquipmentPV EquipmentPV EquipmentInterface SpecInterface SpecInterface SpecInterface Spec . . . .

T FT FT FT F

E uropeE uropeE uropeE urope PV Automation PV Automation PV Automation PV Automation

CommitteeCommitteeCommitteeCommittee

PV Equipment PV Equipment PV Equipment PV Equipment Interface SpecInterface SpecInterface SpecInterface Spec . . . .

TF TF T F T F

PV Transport PV Transport PV Transport PV Transport Carrier TF Carrier TF Carrier TF Carrier TF

PV Wafer PV Wafer PV Wafer PV Wafer Traceability TF Traceability TF Traceability TF Traceability TF

Get Involved withSEMI PV Group!

How to Get InvolvedBecome a Member!Become a Member!Become a Member!Become a Member!

• Join a PV Standards CommitteeJoin a PV Standards CommitteeJoin a PV Standards CommitteeJoin a PV Standards Committee• More than 500 Standards Committee Members active in Europe, North

America, Taiwan, and Japan• Support PV Public PolicySupport PV Public PolicySupport PV Public PolicySupport PV Public Policy

• Support through SEMI Washington, D.C. and other regional offices• PV market is policy driven, members need information on how to navigate

available funding, tax credits, etc.• Work with other PV associations to align positions wherever possible

• Join in Industry Collaboration & Roadmapping EffortsJoin in Industry Collaboration & Roadmapping EffortsJoin in Industry Collaboration & Roadmapping EffortsJoin in Industry Collaboration & Roadmapping Efforts• Roadmapping efforts continue in Europe and the U.S.• Working with US Department of Energy, European cell makers, labs and

universities to determine what “collaboration platform” should look like• Advocate for PV EH&S/SustainabilityAdvocate for PV EH&S/SustainabilityAdvocate for PV EH&S/SustainabilityAdvocate for PV EH&S/Sustainability

• Monitor legislation on RoHS, REACH• Monitor key issues such as Conflict Minerals and Rare Earth Minerals

• Participate in PV Equipment Book to Bill Data Collection ProgramParticipate in PV Equipment Book to Bill Data Collection ProgramParticipate in PV Equipment Book to Bill Data Collection ProgramParticipate in PV Equipment Book to Bill Data Collection Program• Attend a PV Group EventAttend a PV Group EventAttend a PV Group EventAttend a PV Group Event

– May 11 PV Industry Luncheon– July 2011 – Intersolar North America, NA PV Fab Managers Forum

Thank you!Thank you!Thank you!Thank you!

www.pvgroup.orgwww.pvgroup.orgwww.pvgroup.orgwww.pvgroup.org