CurrentstatusandfuturedevelopmentofsiliconthinfilmPVindustryinChinaDr.YaohuaMai,Dr.YuelongHuangBaodingTianweiSolarFilmsCo.,Ltd.Prof.XinhuaGengInst.OfPhotoelectronics,NankaiUniversityPVindustrysawfastexpansionAnnualgrowthratePast10years:30%Past5years:50%MuchfastergrowththanITindustryDatasource:PVNews2007Poly-siliconpricesoared$30/Kgin2003$400/Kgin2008SiliconshortageboostsTFPVindustryAv.Annualincreaseof80%inpast5yearsIncreasedby110%in2007TFPV:25-30%marketsharein2010a-Si/c-SitandemmodulesgivesprospectforhighPlansofGWscapacityforSiTFsolarmodulesannouncedPlannedcapacitiesDatasource:A.Jäger-Waldau,PVStatusReport2007CurrentstatusofSiTFPVinChinaCompanyCapacity(MW)Remark哈尔滨克罗拉1CoronaTopraySolar20OtherJinneng7.5EPVGoldensun30Sibolu………Total:100MWFirstmassproductionstartedin1988SiTFPVcompaniesestablishedModules:a-Sisinglejunctionora-Si/a-SitandemStabilizedefficiency:3-6%NoneofthempassedTÜVorULcertificatesNewProjectsCompanyCapacity(MW)Remark中山铨欣10SiboluSuntech50AMAT(?)Xin’ao50AMATTianweiSolarFilms46Oerlikon………Total:Morethan200MWcapacityinprogress;morethan1.5GWannounced.Modules:a-Sisinglejunctionanda-Si/c-SitandemStabilizedefficiency:5–8.5%ChallengesandrisksDespiteboomingcapacity,shallnotbeneglectedRoadmapforChinaSiTFPVindustryCompanies(e.g.Kaneka)toachievedhigher10%by2010Lowcost$1/WpannouncedbyotherTFtechniquesHigherefficiency:2010:10%2012:12%Lowercost:2010:$1/WpAimingat$0.6/WptocompetewithgridelectricityChallengesincoretechnologiesLackofcoretechnologies,mostcompaniespurchasedturnkeylinesOerlikonAMATUlvacetc.AftermathHighcostTechnologyupgradereliesonOEMsuppliersR&DabilityisinurgentneedforChinaSiTFPVindustryCompanieslikeTianweiSolarFilmsinvestshugebudgetintheirR&DcentersGoldensunandNankaiUniversitystartedacooperativeresearchcenterIndigenousequipmentproducersappearedPolarNewEnergy,Sibolu…ConsideringthelowlevelresearchinChina,TianweiCallsonaclosercooperation.OtherRisks:PossiblematerialshortageSilaneandotherESGNocivilsilaneproducer,possiblesilaneshortageinnearfuture,priceup20%mostESGimportedTCOFewmanufacturersinChina,butwithrelativelylowqualityNSGandAsahidominatethemarketPVB,EVAandsputteringtargetsLackinbargainingandpricingabilityduetolowcapacityHighmaterialpriceLowsupplysecuritySolutions:LongtermcontractHindrance:SmallproductioncapacityJointpurchase?MaterialsmadeinChinaSummaryChinaSiTFPVobservedfastgrowthinlastyearsCapacityof200MWwillbereleasedinlate2008and2009ChallengesandrisksincoretechnologyandmaterialsupplyarethebottlenecksTianweiSolarFilmscallsonclosercooperationinR&DandmaterialsupplyThankyouforyourattention!TheauthorsthankcolleaguesfortheircontributionSite:Baoding,HebeiArea:200,000m2for3phases.65,000m2forphaseIOerlikonSolarturnkeyproductionlinea-SisinglejunctionmodulesCapacity:46MWStartofProduction:Mid2009