PV Industry and Cluster development German industry development

German industry development
PV Industry and Cluster development
2
• More than €6 billion have been invested in
production equipment in Germany 2005-2008
• Average investment quota of German PV
manufacturers of 23 % between 2005-2008
• German companies have invested more than
€500 million in R&D between 2005-2008
• Drop in costs 42.7% for PV systems since
2006
1. Create demand by:
• Granting the right to produce electricity from PV
that may be fed into the grid
• Provide for incentives that
make such investments
financially attractive
Image: Aleo
2. Build up:
• PV markets
• production capacities
• Installation capacities
Reduction of costs
Less energy imports
Creation of jobs
3. PV to become:
• Cost-competitive
• An important
pillar of the
sustainable
energy system
12/03/2010
© BSW-Solar
German Solar Industry Association (BSW-Solar)
Investments of the German PV industry
Jobs in the German PV Industry
Number of Jobs
Source: EuPD Research 2009
Supplier
Silicon
Wafer
Cells
Modules
Modules (thin film)
BOS
Distributors
Installer
Cumulated
The German PV Industry
The German PV Industry
Germany hosts the world’s largest PV cluster (1) Companies in wafer-based technologies
Value Chain
Silicon
Wafer
Cell
Module
Fully Integrated
(Wafer/Cell/
Module)
CPV
No. Company
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
Wacker Chemie
PV Silicon
Joint Solar Silicon
Scheuten SolarWorld Solizium
Silicon Pilot Production
PV Silicon2
WACKER SCHOTT Solar
Mola Solaire Produktion
Q-Cells
Q-Cells
SCHOTT Solar
Solland Solar Cells
ARISE Technologies
Sunways
Scheuten Solar Cells
SOLARWATT CELLS
STIEBEL ELTRON
SOLON
aleo solar
SOLARWATT
Solar-Fabrik
Scheuten Solar Technology
CENTROSOLAR
ALGATEC Solar
Heckert Solar
Webasto Solar
asola
arinna AG
GSS
alfasolar
solarnova
PVflex Solar
Schüco Solar
Sunplastics
SolarWorld3
Conergy2
Ersol Bosch Group4
Sovello
SolarTec
Concentrix Solar
Archimedes Solar
Location
Burghausen, Nünchritz
Bitterfeld-Wolfen
Rheinfelden
Freiberg1
Spreewitz1
Erfurt
Alzenau, Jena
Pasewalk1
Thalheim1
Thalheim
Alzenau
Aachen
Bischofswerda
Konstanz, Arnstadt
Gelsenkirchen
Heilbronn
Holzminden1
Berlin, Greifswald
Prenzlau
Dresden
Freiburg
Gelsenkirchen
Wismar
Elsterwerda
Chemnitz
Landsberg/Lech
Erfurt
Berlin
Löbichau
Hannover1
Wedel
Fürstenwalde
Bielefeld
Löbichau1
Freiberg
Frankfurt (Oder)1
Erfurt, Arnstadt
Thalheim
Munich
Freiburg
Stuttgart
15,000t
900t
850t
500t
240t
290
275
120
n/a
1300
320
170
120
116
22
20
n/a
260
180
165
130
130
120
100
90
36
32
20
20
12
11
5-10
5
1
750/200/140
300/275/250
280/280/n/a1
180/180/180
45
25
5
1200
50
10
n/a
n/a
160
350
140
n/a
1900
520
400
60
370
60
60
n/a
429
565
430
340
260
290
90
120
n/a
90
70
49
n/a
35
30
450
3
1000
500
920
1150
40
60
n/a
Source: Germany Trade & Invest Research, Information provided by the respective company, January 2009
© 2009 | Germany Trade & Invest
Germany hosts the world’s largest PV cluster (2) Companies in thin-film technologies
Capacity
Current
2009 [MWp] Empl.
Value Chain
Thin Film
Poly-Si
a-Si
a-Si/μc-Si
CIS
CIGS
CIGSSe
CdTe
OPV
1) Planned / under construction
2) Excluding ingots
3) Subsidiaries of SolarWorld: Deutsche Solar, Deutsche Cell, Solar Factory
4) Subsidiaries of ersol Bosch Group: ASi Industries, ersol Solar Energy, ersol
Crystalline Modules
5) Subsidiary of Q-Cells
No. Company
Location
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
Thalheim
Thalheim
Erfurt
Großröhrsdorf
Ichtershausen1
Mochau
Osterweddingen1
Jena, Putzbrunn
Berlin
Senftenberg
Halle1
Thalheim
Berlin
Berlin
Brandenburg
Frankfurt (Oder), Fürstenwalde1
Schwäbisch Hall
Torgau
Leipzig
Fürstenwalde
Bremerhaven
Magdeburg1
Luckenwalde
Frankfurt (Oder)
Thalheim
Arnstadt1
Dresden1
CSG Solar
Sontor5
ersol Thin Film
Sunfilm
Masdar PV
Signet Solar
Malibu
SCHOTT Solar Thin Film
Inventux
EPV SOLAR
intico solar
Solibro5
Global Solar
Sulfurcell
Johanna Solar Technology
Odersun
Würth Solar
AVANCIS
Solarion
PVflex Solar
CIS Solartechnik
Illies Renewables
Nanosolar
First Solar
Calyxo5
Antec
Heliatek
Capacity
Current
2009 [MWp] Empl.
10
145
100
60
55
50
40
35
33
30
30
135
35
35
30
30
30
20
15
10
Pilot
n/a
n/a
197
85
n/a
n/a
100
90
210
80
180
150
n/a
160
120
100
n/a
150
80
170
100
130
220
90
30
30
20
n/a
n/a
500
80
n/a
30
Source: Germany Trade & Invest Research, Information provided by the respective company, January 2009
© 2009 | Germany Trade & Invest
1) Planned / under construction
2) Excluding ingots
3) Subsidiaries of SolarWorld: Deutsche Solar, Deutsche Cell, Solar Factory
4) Subsidiaries of ersol Bosch Group: ASi Industries, ersol Solar Energy, ersol
Crystalline Modules
5) Subsidiary of Q-Cells
The German PV Industry: Cluster Effect
Public Financial Support
The German PV cluster is characterized by a particularly close
Germany offers different incentive packages to reimburse the
cooperation between PV companies along the whole value chain
PV cluster characteristics:
 The density of the PV cluster is around twice as high as in other major clusters in the pharmaceutical,
chemical and automotive industry.
 90% of all PV companies cooperate with another company within the cluster.
expenditures of an investment project
Incentives available to investment projects in Germany
Incentives
 Each company within the PV cluster cooperates with an average of 5.8 other companies and research
institutes.
Reducing Investment Costs
 Manufacturers of solar cells and fully integrated companies hold a central position within the cluster and
have the most interfaces/contacts with other players.
PV cluster advantages:
 Joint infrastructure and services, e.g:
• R&D projects
• Chemical infrastructure
• Education
• Market research
• Recycling
 Partnership opportunities to established companies and SMEs along the whole PV value chain
Cash Incentives
Public
Guarantees
Labor-Related
Incentives
R&D Incentives
Investment
Grant
KfW Loans
(National Level)
State
Recruitment
Support
Grants
Investment
Allowance
State
Development
Banks
Combined
State/ Federal
Training Support
Loans
Wage Subsidies
Silent / Direct
Partnership
 Easy access to PV know-how: Leading R&D institutes and large pool of experienced engineers & workers
 Common process & product development and shorter lead time: Proximity to hundreds of suppliers of
materials, equipment and BOS components as well as to major facility and process engineers
 Shorter time-to-market: Established sales channels
Reducing Operating Costs
Reduced Interest
Loans
Up to 50 %
Source: Halle Institut for Economic Research, 2010
Market development strategy
The industry follows the market
1. PV (RES) targets determine the strategy
– Setting (mandatory) goals/targets establishes investment
security (political, technical, industrial)
•
RES support policies are an instrument to provide for a more level
playing field in the energy sector
•
However, support policies need to be embedded in more
comprehensive strategies in order to be successful
•
Even if well-designed policies are in place, bureaucratic procedures
and administrative hurdles, as well as difficult access to the
electricity grid can prevent a rapid market development
•
Trade and market entrance barriers (ie. Domestic content
provisions) should be avoided to develop the market and reduce
costs
2. Trigger first demand, support R&D activities
– Stimulating demand via grants and tax incentives
– R&D budgets to be defined to provide and maintain excellence
3. Establish support policies, training and awareness
– Grid-connection rules and adequate long-term support policies
need to be defined
– Installation capacities need to be build up (qualified)
– Awareness raising campaigns
4. Monitoring and improvements
– Continuous monitoring and evaluation and adaptation of tools
where necessary guarantees the cost-efficient functioning of
support policies
Thank you
very much for your attention….
Contact Details:
Thomas Chrometzka
[email protected]
www.bsw-solar.de
German Solar Industry Association (BSW-Solar)
 Successful principle : the industry follows the market!