欧洲太阳能产业发展.ppt

Poly-SiliconDevelopmentandTrendsinEurope,ChinaPVIndustryandPoly-SiliconConferenceChinaNewEnergyChamberofCommerceJune26,2008FrankHaugwitz,RussiaNitolSolar,NitolSolarLimited(firstRussianCo.)Siberia,IrkutskregionScheduleandProductionCapacityPhase1:By2009/3,700mtCurrentcontractsUSD1,5Billuntil2015,FranceSiliciumdeProvence,FranceSiliciumdeProvence,Announcement:August2006Partner:EconcernandSolon(JV-SOL),PhotonPowerTechnologies(EDF)Location:SaintAuban(Provence)Technology:SiemensScheduleandProductionCapacity:Phase1:2010/4500mt/aPhase2:?/9000mt/a,SpainSilicioEnergia,SilicioEnergiaS.A.consistsofEndesa,Isofoton,AndalusiaGovt.Investment:250Mio.Technology:SiemensConstructedbyCentrothermScheduleandProductionCapacityPhase1:1Q/2009/2500mt/aSupplytheSpanishPVIndustry,Italy-Silfab,Italy-Silfab,SilfabCo.(firstItalianstart-upCo.)Location:BorgofrancodIvreaTechnology:SiemensScheduleandProductionCapacityPhase1:3Q/2009/2500mt/aPhase2:4Q/2010/5000mt/aAim:Provide9Nsolargradepoly-siliconwithzeroenvironmentalimpact!,100%offirst2500mtarealreadybooked!,SilfabCo.(firstItalianstart-upCo.)Location:BorgofrancodIvreaTechnology:SiemensScheduleandProductionCapacityPhase1:3Q/2009/2500mt/aPhase2:4Q/2010/5000mt/aAim:Provide9Nsolargradepoly-siliconwithzeroenvironmentalimpact!,Italy-Estelux,EsteluxCo.(Italianstart-upCo.)Location:FerraraInvestment:360Mio.Technology:SiemensScheduleandProductionCapacity:By2010/4000mt/a,NorwayElkemSolar,NorwayElkemSolar,Location:ElkemFiskaainKristiansandNewTech.:LowerPowerConsumptionandnotransitiontosilanegasbelowUSD20/kgbasedonSolar-gradesiliconfrommetallurgicalsilicon,NorwayElkemSolar,Investment3,13,5BillionNOKProd.-Cap.5000mt/aFirstshipmentsby4Q/2008100%soldtoQ-Cells&anotherplayeruntil2012,Norway-REC,RECCo.3LocationsinUSASiemensTech.Scenariosuntil2015estimatesanannualprod.-cap.of45,000mt,TheNetherlandsTheSolarMine,TheNetherlandsTheSolarMine,TheNetherlandsfirstSiliconPlantLocation:Sittard/GeleenSept.2007:400MioinvestmentTechnology:SiemensScheduleandProductionCapacityPhase1:4Q/2010/4000mt/aMid-TermTarget:9000mt/aLong-TermTarget:14000mt/a,Germany/TheNetherlands,JVScheutenSolarwithSolarWorldScheutenSolarWorldSoliziumGmbHTechnology:McessLocation:Freiberg,GermanySchedule:2010Capacity:1000mt/aMaindriver:Selfsupplier,Germany-SolarvalueAG,Germany-SolarvalueAG,ProductionFacilityinRuse,SolveniaExistinginfrastructurehelpstoreducetimeandcosts,i.e.nogreenfieldinvestment,60specializedstaffTechnology:Solar-GradeSiliconfrommetallurgicalsiliconTargettoproducesgsfor20/kgScheduleandProductionCapacityBy2009/4400mt/aLong-termgoaltobefullverticallyintegrated,Germany-PrimeSolar,HQinAustraliaInvestinGermanyduetofavorablefiscalincentives,incl.upto50%non-refundablegrantsfromtheStateGovernmentofSaxony-AnhaltandtheFederalGovernmentofGermanyLocation:nearLeipzig,East-GermanyTechnology:MetallurgicalSiliconScheduleandProductionCapacityPhase1:2Q/2010/5,000mt/aPhase2:2011-2012/10,000mt/a,GermanyJVofDegussa&SolarWorld,JointSolarSiliconGmbH&Co.KG(JSSi)Location:Rheinfelden/GermanyAnovelproductionprocess-manufacturesolarsiliconfromsilanegas-only10%cessScheduleandProductionCapacityIn2008/850mt/a,GermanyPVCrystalox,GermanyPVCrystalox,PVSiliconAG2007/05decisiontoset-uppoly-siliconplantLocation:Bitterfeld,GermanyInvestment:80Mio.Technology:Siemens,butreducedcomplexityScheduleandProductionCapacities2009/900mt/a2011/1800mt/aExistingplanthasspacetodoubleproductioncap.Driver:Securedsupply,keepcostlow,Germany-Wacker,Morethan50yearsofexperienceGermanyslargestproducer/No.2worldwidewithglobalmarketshareofapprox.20%500Mioinvestmenttorisepresentproductioncapacity10,000mt/ato22,000mt/aby4Q/201080%alreadysolduntil201070Mioforeach1000mt/capacityLong-termsupplycontractonaverage10yearswithaprepaymentof10/kg,Germany-Wacker,20002006costreductionof46%achievedEst.below100kWh/kgproduced(est.energyinputbynewcomersmaydoublethatamount)Fluidizedbedreactor(dispositionofsilicon)technologyforgranularpolysiliconavailable3Q/2008with650mt/acapacity20kgofrecycledsilicontetrachloride(trichlorsilane)willleadto1kghigh-puritysiliconand19kgby-products,GermanySchmidtSolarTechnology,JVinKazakhstanInvestment:150Mio.,Aim:FullyverticallyintegratedPVcompany!,GermanySchmidtSolarTechnology,Announcement:3Q2007Location:Bitterfeld,EastGermanyTechnology:SchmidSolarTechnologyInvestment:300Mio.ScheduleandProd.Capacity:4Q2009/2000mt/a1000mtClusterStrategy:Potentialtoextendto6000mt/aSunwaysannouncedtoinvestin1000mt/a,Outlook-Poly-Sil.Prod.-Cap.,Summary,Investmentamountstox-100MioLong-termsupplyagreementandsubstantialdown-payment10/kgsecurefundingforexpansionMajorityofmanufactureruseSiemenstechnologiesIncreasingnumberofmetallurgicalsiliconmanufacturer,aimingattoreducecostscostsforrawmaterialdoubledwithin1yearLargestnumberofprod.-facilitiesinGermanyMoretocomeinWest-EU(7)inEast-EUincl.Russia(