[sample] outlook for the worldwide solar power market in 2010~2011

20 October 2010|

EnergyTrend: Solar Power Market Overview & Forecast

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Company Profile and

Service Snapshot


Outlook for the Worldwide Solar Power Market in 2010~2011

Market Grows till Q4Competition Become More and More Fierce

20 October 2010|



Market Intelligence

(DRAM, Flash) (LCD Panel) (LED) (PV,EV/Battery)

20 October 2010|



Standard Price: 3,000 USDUpdate Frequency: QuarterlyReport format: PPT

Standard Price: 3,000 USDUpdate Frequency: QuarterlyReport format: PPT

Quarterly Price Information (EXCEL)

Poly Silicon

Wafer

Cell

Major System

Quarterly Market Trend (PPT)

PV Market Overview and Forecast

Real-time Market

Update (PPT) Show Reports

Product Applications

Technology DevelopmentOthers

EnergyTrend

Web PromotionNews Releases

Silver Member Service

20 October 2010|



Outline

• Solar Power Market Overview• Policies Influence Market Trend

– Germany– Italy– China– USA– India

•Group- development And Niche Markets Are Becoming the Trend Of Industrial Development• Conclusion

20 October 2010|



Energy, Water, Food and Environment are Major Challenges for Mankind in Next 50 Years

Source: Nobel laureate, Richard Smalley

All of them have the connection with SolarAll of them have the

connection with Solar

20 October 2010|






20 October 2010|



German Market Demand is Over-expected; Worldwide Installation in 2010 Increased from 9GW to 12GW

Source: varied materials, EnergyTrend 2010/6

20 October 2010|



Source：EnergyTrend；2010/6

According to EnergyTrend’s Forecast, Worldwide Installation in 2010 is at 13.5GW, with 12.5% YoY; the Growth from China, European Countries, and the Rest of the World Will Jump Significantly

20 October 2010|






20 October 2010|



Germany Slowed Down the Pace of Reducing the Subsidy to Help the Demand of 3Q to Remain at a Strong Trend.

Source: EnergyTrend; 2010/6 Compared with that of 2010.01, the price of electricity bought is down by 16%

Compared with that of 2010.01, the price of electricity bought is down by 16%

20 October 2010|



India’s Government Launched the Nation Solar Missions Related Bills, Hoping to Create Market Demand of 20GW in 2022.

Source: EnergyTrend; 2010/6

20 October 2010|



中國多晶矽產出影響全球多晶矽供需U.S. Federal Government Appropriated 2 billion USD for the

Development of Solar Power Plants, But Domestic Demand Still Relies on Subsidy Policies from Individual State Government.

Source: SEIA, EnergyTrend; 2010/6

20 October 2010|






20 October 2010|



As Big Players in the Industry Are Getting Bigger, 1GW is the Basic Requirement for Silicon Battery Plants’ Production Capacity.

Source：PV News, Photon International, EnergyTrend; 2010/6

In 2010, silicon battery plant will lose competitiveness if it cannot

achieve production scale of 1GW

The average conversion efficiency of mainstream silicon battery plant will

be 17%;

Estimated average price of solar modules in 2010 is $ 1.85/Wp; that of

cell is $1.35/Wp; Profit margin is about 10%;

Solar energy industry move towards capital- and technology-concentrated;

capital will become a key factor

20 October 2010|



By Means of Spinoff or Merger, Group Companies Have Branched Out into the Solar Power Industry.

Wafer Based Solar Cell

Wafer Based Solar CellPoly-Si Ingot Cell Module System

TSMC+Motech

AUO+M.Setek+Sun Power, Abakus

Solar AG

Ritek+Scheuten

Delta

20 October 2010|



Cont.

Raw Material Cell to Module System Thin Film Solar Cell

Ritek+Scheuten

TSMC+StionAUO

CMC

UMC

a-Sia-SiCIGSCIGS

CIGSCIGS

a-Sia-Si

CIGS ora-Si

CIGS ora-Si

20 October 2010|



Hyundai Group accelerates its strategic expansion; cell production is 300MW in 2009, expecting to expand to 1GW with YoY 333% in 2010.

Block/IngotBlock/Ingot

Poly SiliconPoly Silicon

WaferWafer

Cell&ModuleCell&Module

SystemSystem

20 October 2010|



Photovoltaic Glass, Consumer Products, and other niche markets will be the target market of smaller plants.

Source: varied materials, EnergyTrend; 2010/6

20 October 2010|



Perspective From EnergyTrend

• From the long term perspective, global solar market is still growing, expecting demand of European countries to reach its peak in 2010.

• In 2011, market growth momentum will come from regions such as China and India.

• Global solar energy industry’s shift toward group development is a definite trend.

• Niche market is the target market for small vendors

20 October 2010|



TrendForce’s Membership

ACPC 38 %Europe 24%

N. America 30%

Others 8%

We serve over 175,000 members from over 200 countries

20 October 2010|



TrendForce’s Clients – Current Intelligence Service Subscribers

20 October 2010|



Endorsement from Global Investment Banks & Media Outlets

20 October 2010|



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[sample] outlook for the worldwide solar power market in 2010~2011

Documents

worldwide solar power

market intelligencedram

written permission

german market demand

service snapshotall

niche markets

pptstandard price

quarterlyreport format