Post on 05-Apr-2018
MANZ AGDie Photovoltaik Dünnschichttechnologie im globalen
Wettbewerb
MANZ CIGS TECHNOLOGY GmbH
Bernhard Dimmler, Wissenschaftsforum Darmstadt, 17-10-25
© Manz CIGS Technology GmbH / Dimmler Wissenschaftsforum 2017 Darmstadt 217-10-25
Source:
SolarIndustryForum/PVSEC Amsterdam 2017
Share of global of European market85% 74% 8 %
MARKET SHARE BY CONTINENTS, CO2 EMISSIONSPHOTOVOLTAIC - MARKET DEVELOPMENT WORLDWIDE
Present situation PV in Europe:
• module manufacturers closed or
Asian take over
• production equipment comanies still leading
• R&D base still number 1 worldwide
e.g. Germany:CO2 emission reductiongoal (ref. 1990):-40% until 2020
Source: Agora Energiewende
Sept. 2017
Realistic-30-31%
goal-40%
© Manz CIGS Technology GmbH / Dimmler Wissenschaftsforum 2017 Darmstadt 317-10-25
SHIPMENTS PV MODULES WORLDWIDE OVER LAST DECADE
0
5.000
10.000
15.000
20.000
25.000
30.000
35.000
40.000
Multi-cSi
Mono cSi
a-Si/µcSi
CdTe
CIGS
Sh
ipm
ents
[M
Wp]
1,9853,073
5,4927,913
17,40223,579
26,062
34,011
39,397
50,877
69,546total shipmentsin MWp/a
CAGR2011-2016 2006-2016
27% 42%
26% 45%
-31% 1%
7% 46%
6% 81%
in total24% 43%
• Thin films increasing steadily in volume,• Much less than cSi, share in 2016 only 5%
Source: © Data from Paula Mints, SPV Market Research, 2017
ALL MATERIALS, CUMULATED AGGREGATED GROWTH
© Manz CIGS Technology GmbH / Dimmler Wissenschaftsforum 2017 Darmstadt 417-10-25
0
500
1.000
1.500
2.000
2.500
3.000
20
06
20
07
20
08
20
09
20
10
20
11
20
12
20
13
20
14
20
15
20
16
a-Si/µcSi
CdTe
CIGS
CAGR2011-2016 2006-2016
-31% 1%
7% 46%
6% 81%Sh
ipm
ents
[MW
p]
Source: © Data from Paula Mints, SPV Market Research, 2017
a-Si and a-Si/µc-Si out
CdTe & CIGS still based on one player each
DETAILS ON THIN FILM MODULESSHIPMENTS PV MODULES WORLDWIDE OVER LAST DECADE
© Manz CIGS Technology GmbH / Dimmler Wissenschaftsforum 2017 Darmstadt 517-10-25
Source: IEA 2014
� By 2016, less than 300 GWp have been installed
� In 2050 or before between 4.000 and 30.000 GWp PV will be installed,
depending on political regulation scenario
Source: Eicke Weber, FhG ISE
SolarIndustryForum/PVSEC Amsterdam 2017
POTENTIAL: FUTURE ENERGY GENERATION BY PVPHOTOVOLTAIC ENERGY PRODUCTION
© Manz CIGS Technology GmbH / Dimmler Wissenschaftsforum 2017 Darmstadt 617-10-25
COMPARISON OF ELECTRIC ENERGY PRODUCTION COSTSPHOTOVOLTAIC ENERGY PRODUCTION
Source:
SolarIndustryForum/PVSEC Amsterdam 2017
PVwell competitivein costalready in Germany
furthercost reductionin future
PV will becomedominant electricenergy source
-82%
© Manz CIGS Technology GmbH / Dimmler Wissenschaftsforum 2017 Darmstadt 717-10-25
Crystalline Silicon
Thin Films
Silicon Wafer Cell Module
CIGS CdTeCu(In,Ga)(Se,S)2
separated and different production steps
Integrated manufacturingAll production steps in one lineFrom the raw material to the final product
MATERIALS: CRYSTALLINE SILICON - THIN FILMSPHOTOVOLTAICS
© Manz CIGS Technology GmbH / Dimmler Wissenschaftsforum 2017 Darmstadt 817-10-25
� manufacturing with high productivity: large area manufacturing, high
throughput, integrated manufacturing, highly automated operation
� high product quality, efficiency:
CIGS: cell max. 22.6 %; module max. 17%
CdTe: cell max. 22.1 %; module max. 18.6%
� low material consumption:
solar cell thickness 3 µm
� low energy needs:
energy pay back time: today ≤ 6 month, cSi ca. x 3
� high energy ratings in application: low temperature coefficient, low
sensitivity in partial shading conditions
� elegant appearance and flexible design
THIN FILMS ADVANTAGES versus crystalline SILICONPHOTOVOLTAICS
3 µ
m
Thin film – cSisqcm
7,200 - 25024,000
module eff. in %15-17 15-20
150µm
EPBT [month]
≤ 6 15-20
High temperature+10-15%
© Manz CIGS Technology GmbH / Dimmler Wissenschaftsforum 2017 Darmstadt 917-10-25
AVAILABLE CAPACITIES ON THIN FILMS WORLDWIDETHIN FILM INDUSTRIES IN PV
Source: press releases companies & estimates and assessments by the author
CdTe• First Solar biggest(further scaling and new generationannounced but shifted to > 2018)
• One newcomer in China(derivate Antec/Roth&Rau)
a-Si/µc-Si minimal / out
CIGS• Solar Frontier biggest
(further scaling unclear)
• Avancis ++• Hanergy: Solibro, Miasólé (?)• Stion (?)• Manz/Shenhua ++
CIGS increased and will increase more with big investments by Chinese companies,further scaling announced
2016 2017 2018First Solar CdTe Malaysia/USA 3.000 3.200 3.200
CTS/CNBM CdTe China 300
total CdTe 3.000 3.200 3.500Solar Frontier CIGS Japan 1.050 1.050 1.050
Avancis/CNBM CIGS Germany/Korea 100 100 200
Avancis/CNMB CIGS China 300
solibro/Hanergy CIGS Germany/China 100 100 400
Miasolé/Hanergy CIGS flex USA/China 75 75 375
stion CIGS USA 75 75 75
Manz/NICE CIGS Germany/China 8 8 52
Shenhua CIGS China 306
total CIGS 1.408 1.408 2.758
MW/a operatedproducer material location
© Manz CIGS Technology GmbH / Dimmler Wissenschaftsforum 2017 Darmstadt 1017-10-25
PRICE LEARNING CURVE: COMPARISON ofCRYSTALLINE SILICON versus THIN FILMS
PHOTOVOLTAIC MODULE PRICE
Further reduction expected, but declination depending on extrapolation !Thin Films equal or even steeper as young technology (just started to enter a linearbehavior) and more reduction potentials are still to be exploited !
© Manz CIGS Technology GmbH / Dimmler Wissenschaftsforum 2017 Darmstadt 1117-10-25
Manz CIGS Technology GmbH – NICE solar energy
Where do we come from ?
Where we are now ?
What we can offer ?
© Manz CIGS Technology GmbH / Dimmler Wissenschaftsforum 2017 Darmstadt 1217-10-25
combining the best of all professions
� 40 yrs of CIGS base research at ipe & ZSW
� > 20 years of CIGS technology development at ZSW & Würth Solar
� > 10 years of CIGS mass production at Würth Solar
� > 15 yrs equipment supplier for PV cSi & thin film production
� > 20 yrs mining company and energy supplier
WHERE DO WE COME FROM ?
MANZ CIGS TECHNOLOGY GMBH – NICE SOLAR ENERGY / SCHWÄBISCH HALL
2009was founded by Shenhua
Start basic research on thin film PV
1975
groundbreaking research on CIGS solar cells
1975 - 2005
Foundation of ZSW
1988
Establishment of Würth Solar
1999
ramp pilot production of CIGS modules
1995
17.8% European record cell
2004
15MW� 30MW
2008
2000Fully automated c-Si production lines
2006IPO
equipment supplier for thin film PV market
since 2005
Established by Dieter Manz
1987
2015
16% CIGS world record module
exclusive rights for Würth CIGS technology
2010
Manz takes over WürthInnoline
2012
Manz Taiwan wet chemical equipment
2008
19.6 record cell from Inline CIGS deopsition
2009
2000 startpilot production
re-structuring toInnoline
2011
ramp of first CIGS mass production
2006
support technology scale-up
since 2000
21.7 world record cell
2014
2010Manz Coating supplier for vacuum machines
20.3 world record cell
2010
201214.6% best ever
produced thin film module
Founded1995; 22 years ago
22.6 world record cell
2016
2010First time listed on the 500 fortune companies
2014“1245”clean energy development strategy get implemented
2017
Start strategic cooperation with Shanghai Electric Group & ShenhuaGroup
2017
© Manz CIGS Technology GmbH / Dimmler Wissenschaftsforum 2017 Darmstadt 1317-10-25
F&E Bau Produktions-CIGS Produktionstechnik Anlagen CIGSfab´s
Produktion PV ParksCIGS Module Bau und Betrieb
Betrieb CIGSfab´s Stromverkauf
BUILDING JOINT VENTURES – A VERTICAL INTEGRATION
MANZ CIGS TECHNOLOGY GMBH – NICE SOLAR ENERGY / SCHWÄBISCH HALL
Zusammenarbeit mit ZSW StuttgartInnovationslinie in Schwäbisch Hall+ CIGSlab 44 MWp/a in Bejing
Turnkey Anlagenbau Manz AGCIGSfab´s 44 + 306 MWp/a
Betrieb CIGSfabund Produktion von
306 MWp/ain Chongqing City
CIGS-SystemeInstallation
und Betrieb in China
aktuell laufende Aufträge
© Manz CIGS Technology GmbH / Dimmler Wissenschaftsforum 2017 Darmstadt 1417-10-25
� China Shenhua Group Corp. – Staatliches Bergbau- und Energieunternehmen, größter Kohleminenbetreiber weltweit, mit Zusammenschluss mit China Guodian Corp. aktuell größter Stromproduzent der Welt -Erneuerbar: schon viel Windkraft, jetzt + PV
� NICE – National Institute of Clean and Low-Carbon Energy (NICE), assoziiertes Forschungsinstitut
� Shanghai Electric Group Corp. (SEC) – Chinesischer Großkonzern zur Herstellung von Maschinen bis zu Kraftwerken, auch Windkraftanlagen, heute 20% Shareholder der Manz AG
� Manz AG – Reutlingen, Deutscher Maschinenbauer, Produktions-Anlagenbau und Vertrieb CIGSfab,
baut jetzt die ersten Turnkey-Fabriken (ca. 350 MW), Auftrag von 263 Mio.EURO, weitere Fabriken geplant
mit Tochterunternehmen in Taiwan, China, Italien, Ungarn, Slowakei
Vertreib und Service weltweit
ca. 2.000 Mitarbeiter:
Geschäftsfelder Solar, Storage, Electronics
BUILDING JOINT VENTURES – A VERTICAL INTEGRATION
MANZ CIGS TECHNOLOGY GMBH – NICE SOLAR ENERGY / SCHWÄBISCH HALL
© Manz CIGS Technology GmbH / Dimmler Wissenschaftsforum 2017 Darmstadt 1517-10-25
� Vollautomatische F&E Linie, Betrieb tlw. 24/7, ca. 125 Mitarbeiter � 1999 – 2006 Würth Solar: Pilotlinie in Marbach am Neckar, Nachweis der Machbarkeit CIGS
� 2007 - 2011 Würth Solar: erste Produktionslinie für CIGS Solarmodule weltweit mit einer
Leistung von 30 MWp/a
� 2012 - Manz CIGS Technology GmbH: CIGS Innovationslinie zur Verbesserung der Produktqualität und Reduzierung der Produktionskosten durch technologische Innovationen
Verwertung durch Manz AG mit dem Verkauf von schlüsselfertigen CIGS-Fabriken
� Produktion von Spezialmodulen für die Gebäudeintegration Demonstrationsprojekte ca. 2 – 4 MWp/a
� 2017 – NICE Solar Energy: CIGS innoline F&E-Zentrum der Shenhua Gruppe
Manz CIGS Technology GmbH
NICE Solar Energy
1999
2012
2017
Schwäbisch Hall
CIGSinnoline SCHWÄBISCH HALL: R&D HEADQUARTER CIGS
MANZ CIGS TECHNOLOGY GMBH – NICE SOLAR ENERGY
© Manz CIGS Technology GmbH / Dimmler Wissenschaftsforum 2017 Darmstadt 1617-10-25
FACTORY LAYOUT, Cost-of-OwnershipMANZ CIGSfab
CoO0.35$/W
26%
57%
10%
7%
BY following roadmap and further cost improvements in the areas of:
Module/Product:
� Efficiency
� Design
Production:
� Throughput
� Yield
� Equipment CAPEX
Material:
� Less amount & purity
� Local purchase of material
© Manz CIGS Technology GmbH / Dimmler Wissenschaftsforum 2017 Darmstadt 1717-10-25
CIGS CELL AND MODULE EFFICIENCIES
EVOLUTION OF LAB & PILOT & PRODUCT SIZE CIGS RECORDS
Record efficiencies from lab (cells), small pilot (mini-modules), fab (product)
GoalsroadmapsCIGS
Benchmark CdTe First SolarEfficiency records Cell: 22.1%
Module 18.6 %
Product presently approaching 17%
Change substrate size from 0.72 to 2.4m2 planned (2018)
© Manz CIGS Technology GmbH / Dimmler Wissenschaftsforum 2017 Darmstadt 1817-10-25
PRODUCTION COSTS OF CIGS MODULES
Cost roadmap of Manz: from today to future (medium term)
Cost reduction on all levels, main gain is materialInplemented in roadmaps of Manz
Source: „CIGS alliance“, white paper Nov. 2015 (data from Manz 2015)
© Manz CIGS Technology GmbH / Dimmler Wissenschaftsforum 2017 Darmstadt 1917-10-25
FACADE INTEGRATED PV
with Manz specialized BIPV CIGS Modules
installed and in operationsince beginning of 2017
� CIGS Module installed on all surfaces of
façade excepts windows in all directions
� Tower height 78m
� Module area in total ca. 5.100 m²
� Overall 4,400 CIGS-modules
� 440 different module designs
� 80 different glass types and combinations
� 6 different cell widths
for similar voltage in all strings
PROJECT: OFFICE/HOTEL BUILDING in BASEL CHMANZ BIPV PROJECTS
© Manz CIGS Technology GmbH / Dimmler Wissenschaftsforum 2017 Darmstadt 2017-10-25
THANK YOUVERY MUCH FOR YOUR ATTENTION!
THANKS
CONTACTMANZ AG
CONTACTMANZ CIGS Technology GmbHAlfred-Leikam-Straße 25 Bernhard Dimmler74523 Schwäbisch Hall bdimmler@nice-solarenergy.comGERMANY PHONE +49 (0)791 95665-390