Innhotep - Panorama du marché photovoltaïque mondial
Transcript of Innhotep - Panorama du marché photovoltaïque mondial
Innhotep – Photovoltaic market outlook - 2008 1
Innovation as a strategic priority
Photovoltaic market outlook Perspectives,applications, value chain, key players
2008
Innhotep – Photovoltaic market outlook - 2008 2
Grid parity : not a joke (at last !) !
2
Southern Europe : 2012
Northern and Continental Europe: 2020
Innhotep – Photovoltaic market outlook - 2008 3
Agenda
Technology Overview and Trends 1
Research Institutions 2
Applications 3
Value Chain and Economic Models 4
Worlwide Supply and Demand 5
Country zooms 6
Key Players 7
Inverter Market 8
Conclusion 9
Our Value Proposition 10
Innhotep – Photovoltaic market outlook - 2008 4
Agenda
Technology Overview and Trends 1
Research Institutions 2
Applications 3
Value Chain and Economic Models 4
Worlwide Supply and Demand 5
Country zooms 6
Key Players 7
Inverter Market 8
Conclusion 9
Our Value Proposition 10
Innhotep – Photovoltaic market outlook - 2008 5
Technology Overview
Monocrystalline silicon
Polycrystalline silicon
Silicon Ribbon sheet
Concentrator cells (Low CPV and High CPV)
Amorphous silicon film (flexible or rigid substrate)
Amorphous silicon on monocrystalline slice (HIT)
Copper Indium [Gallium] Diselenide (CIS/CIGS)
Cadmium Telluride (CdTe)
Trad
ition
al
silic
on b
ased
Thin
Film
mod
ules
Non
- Si
licon
In
nova
tive
Silic
on b
ased
Pane
l mod
ules
Low material consumption Lower production costs Easier mass production Low weight Better visual appearance Lower efficiency Less experience with module lifetime performance Toxic Waste
15-18%
13-15%
12%
25 - 37%
5-8%
18%
7,5-9,5%
6-9%
2006 EFFICIENCY
Sources: adapted from pvresources.com, sciam.com, greentechmedia.com, prometheus.org and other sites. Forecasts by Paul Maycock of PV Energy systems
Organic Solar Cells
16-22% / 22-25%
16-18% / 20%+
16-18% / 20%+
40%+
9-14% / 12-16%
18-20% / 22-24%
10-12% / 14%
11% /12%
2010 / 2015 EFFICIENCY
6-9% 11% /12%
Comments
Stable solar cells with good efficiencies Uses well-known process technology from microelectronics industry
Cell Technology
Tries to avoid inefficiencies in crystal growing and slicing
Requires cooling of cells and tracking of sun,and no clouds
Still early research stadium Potentially very low cost
1,60-2,20 $ / 1,00 – 1,70 $
1,50-2,50 $ / 1,00 – 1,70 $
1,25-1,75 $ / 0,90 – 1,40 $
x
1,00-1,75 $ / 0,80 – 1,33 $
0,80-1,50 $ / 0,65 – 1,25 $
2010 / 2015 Cost per Watt
?
What really matters is driving down cost below 1$ per Watt in order to commoditize solar PV
2,50 – 3,75 $
2,00-3,35 $
3,00-5,00 $
1,50-2,50 $
x
1,50-2,50 $
1,50-2,50 $
2006 Cost per Watt
?
2,40 -3,55 $
2,00-2,50 $ / 1,40 – 2,20 $
1,75-2,20 $ / 1,20 – 2,00 $
Innhotep – Photovoltaic market outlook - 2008 6
Technology road-map (2007-2015): a new deal to come !
6
Source: EuPD, 2008
Innhotep – Photovoltaic market outlook - 2008 7
The main areas of innovation
Conversion Efficiency (High Performance Cells >20%)
Optimised Manufacturing Techniques & Off-shoring
Material efficiency (Thin Film and non-silicon)
Drive down cost per Wp
Conducting contacts on the rear, allowing for shoadow-free front (rear contact cells)
Exmple: ISFH Research of RISE cell (20%) or Sunpower cell (21%)
Problem: Complicated manufacturing involving lasers
Most effective lever to reduce cost (1% efficiency can cut cost 5-7%)*, but most
initiatives are costly
*Source: Energy Research Centre of the Netherlands ECN
CdTe and CIS
Very thin silicon layer cells with same efficiency of 15% (Fraunhofer and ISFH in
Germany), but in lab conditions
Laser Firing of back contacts in front contact cells (e.g. ERsol LFC cell)
Cheap measures to reduce cost, but incremental improvement: don’t allow
for real leaps
Passivation techniques
Anti-reflection coating (e.g. Schott)
High-purity n-typeSi instead of p-type
Gradual process optimisations
Most companies are working on rear contact cells and ThinFilm modules Germans get increasing competition from Asia and US on High Efficiency efforts
Emitter-Wrap-through (EWT) currently only Advent solar (Not as much eff, gain but cheap)
Wafer equivalents (silicon on cheap substrates)
This lever depends partly on high silicon prices, which might come to
fall after the current bottleneck
Move production to low-cost countries
Printing Techniques (e.g. Nanosolar)
Thin aluminium layer on the front side of the cell (Fraunhofer)
Chemical separation of metal allows finer front contacts (Solarworld subsidiary Deutsche Cell) and less pressure on thinfilm modules in manufacturing
Innhotep – Photovoltaic market outlook - 2008 8
Technology Outlook and trends
y Crystalline Technologies – Pure PV players like Q-cells or SunTech show stonger growth than solar departments of large corporations (like Sanyo,
Sharp or BP solar for example) – (H)CPV – Producers of traditional technologies turn towards thin-film as well (e.g. Q-cells and Sharp)
y Thin-Film – Reaching technological maturity: performance and lifetime expectations are now proven – Most innovations concentrate on the production process in order to reduce cost even further – Material-efficiency is constantly being improved (now thickness of less than 1µm) – Over 100 photovoltaic companies worldwide are working on the production of thin film modules with various technologies and
materials. – Fierce competition expected
y Non-Silicon – Organic cells offer another potential low-cost cell type – No commercial availability
y Trends in applications – Trend towards construction of large-scale power plants
Thin-Film and other new cell types will probably not replace (not even in the long term) the classical crystalline cell, as the latter still offers substantial efficiency gains; in the
mid-term crystalline will keep on dominating the market
Innhotep – Photovoltaic market outlook - 2008 9
Agenda
Technology Overview and Trends 1
Research Institutions 2
Applications 3
Value Chain and Economic Models 4
Worlwide Supply and Demand 5
Country zooms 6
Key Players 7
Inverter Market 8
Conclusion 9
Our Value Proposition 10
Innhotep – Photovoltaic market outlook - 2008 10
Important scientific research institutions worldwide
Lawrence Berkeley National
Laboratory (LBNL)
EuPD (D)
Center for functional
Nanomaterials BNL
Solar Energy Laboratory (U Southampton)
NREL
E2Tac
Fraunhofer ISE (D)
ECN (NL)
Imperial College London
IES/UPM (ES)
CREST Loughborough
ARC Centre of Excellence in Advanced Silicon Photovoltaics and Photonics, UNSW
ANU
Linz Institute for organic solar cells
(AT)
Florida Solar energy center
WADE WADE
The Institute of Energy
Conversion
Photovoltaic Testing
Laboratory @ Arizona State
University
Univeristy of Konstanz (D)
Université Neuchatel
(CH)
Queen's University Kingston (Canada)
Sheffiled Halam
University
University of Salford
Helsinki University of Technology
EPFL (CH)
The most important research efforts are being made in Europe and the US
Innhotep – Photovoltaic market outlook - 2008 11
Agenda
Technology Overview and Trends 1
Research Institutions 2
Applications 3
Value Chain and Economic Models 4
Worlwide Supply and Demand 5
Country zooms 6
Key Players 7
Inverter Market 8
Conclusion 9
Our Value Proposition 10
Innhotep – Photovoltaic market outlook - 2008 12
Different applications of Solar PV
y « On-Grid » applications, connected to the electricity network – Centralised
• Photovoltaic power plants
– Distributed • Residential • Commercial • Building integrated photovoltaics (BIPV)
y « Off-grid » stand-alone appilcations for
local electricity supply – Rural energy supply in remote areas
• Individual • Village scale mini-grids
– Industrial or commercial energy supply • Repeater stations for mobile antennas • Industrial electrification
y Consumer goods and services
– Vehicles – Mobile devices – Watches, Calculators, toys, etc – Parking meters, traffic lights,
Application % (2006)
85 %
2%
13 %
6 %
7 %
Source: EPIA 2007
Application Forecast 2010 to 2030
Innhotep – Photovoltaic market outlook - 2008 13
Agenda
Technology Overview and Trends 1
Research Institutions 2
Applications 3
Value Chain and Economic Models 4
Worlwide Supply and Demand 5
Country zooms 6
Key Players 7
Inverter Market 8
Conclusion 9
Our Value Proposition 10
Innhotep – Photovoltaic market outlook - 2008 14
Value chain and economic models: Focus versus vertical integration
y Several opinions about the direction of vertical integration – Upstream integration can assure silicon supply and competitive silicon sourcing for the short term
• But high capital intensity and very different business • Silicon capacity coming online in China, supply shortage is to end
– Downstream integration is more promising • Fight for high-price customers and large scale projects • Make demand more tangible for investors, « how do you get down to the electricty level? »
y Focused players grow faster (see Q-cells or suntech versus Sharp or BP Solar y Cell manufacturers like SunPower and Suntech tend to avoid full integration by forming alliances and partnerships
Ingots / Wafers c-Si Cell Manufacturer
Module Manufacturer
Producer (a-Si, CIS, CIGS, CdTe, ) Thin Film Module
Manufacturer
BOS components, Systems & Distribution
Sou
rce:
Ada
pted
in p
arts
from
Pro
met
heus
.org
and
Q-c
ells
Rep
ort M
arch
20
08
Solar-grade silicon
Exam
ples
of f
ocus
ed a
nd in
tegr
ated
co
mpa
nies
BOS components, Systems & Distribution
Innhotep – Photovoltaic market outlook - 2008 15
Agenda
Technology Overview and Trends 1
Research Institutions 2
Applications 3
Value Chain and Economic Models 4
Worlwide Supply and Demand 5
Country zooms 6
Key Players 7
Inverter Market 8
Conclusion 9
Our Value Proposition 10
Innhotep – Photovoltaic market outlook - 2008 16
Worldwide MW installed by technology
y Dynamic market: CAGR of PV systems has been at 40-45% for the last years y Dominated by crystalline silicon (cast & ribbon): 92% of worldwide production capacity
– Will continue to be the dominant technology throughout the next years, as polysilicon prices are expected to decrease significantly – Thin-film development has been pushed in the light of current silicon supply shortages
y But ThinFilm will grow because of it’s outstanding cost reduction potential (most estimates are around 20% of 2010 world production, but go up to 33%) and special properties
Source: Photon International, March 2007 Source: PJC Poly Si supply & demand analysis
Innhotep – Photovoltaic market outlook - 2008 17
World PV market: Production
y Production is dominated by China, Germany and Japan
y Spain, Taiwan and the US are runners-up
y Many projects of capacity expansion to come online during the next 3 years
y Industry experts expect an oversupply of cells and modules in the future
Source: EPIA, Photon International, outilssolaires.com, annual reports
y Some major players seem to have problems in shortage of silicon
y 6 companies are aiming at total production capacity of 1GW+
y 12 companies plan on 500MW+
y Most of those superfactories are planned in Europe (5), China (4), Taiwan (3) and Japan (3)
Innhotep – Photovoltaic market outlook - 2008 18
Worldwide installation forecast by geography
2006 2020E 2030E
Annu
al in
stal
latio
ns
Cum
ulat
ive
inst
alla
tions
Source: EPIA
Innhotep – Photovoltaic market outlook - 2008 19
Zoom on Europe: Cumulative Installation (MW)
Source: Navigant
2005 2006 2007
PV in Europe
y Germany, Spain and Italy are the biggest and most dynamic markets
y France is making an effort to catch up and is growing quickly
y Most countries offer FITs since the success of the German model
y National policy is the main driver for the development of the market
0,184 – 0,440
0,318 – 0,444
0,065– 0,374
0,400– 0,500
0,355– 0,508
0,300– 0,550
0,095– 0,490
0,463
0,290– 0,460
0,300– 1,000
FIT
Innhotep – Photovoltaic market outlook - 2008 20
Agenda
Technology Overview and Trends 1
Research Institutions 2
Applications 3
Value Chain and Economic Models 4
Worlwide Supply and Demand 5
Country zooms 6
Key Players 7
Inverter Market 8
Conclusion 9
Our Value Proposition 10
Innhotep – Photovoltaic market outlook - 2008 21
Top manufacturers overview
Country Activity Sales 2006
(MWp) Technology
Sharp Japan Cells, Modules, Systems 434
Mono- and poly-crystalline, Thin-film
(amorph)
Kyocera Japan Cells, Modules, Systems 180 poly-crystalline
Sanyo Japan Cells, Modules 155
Patented cell based on both mono-crystalline
and amorph
SunTech Power China Cells, Modules 161 Mono- and poly-crystalline, BIPV
Yingli Solar China Ingots, Wafers, cells, modules, systems 90 poly-crystalline
Shanghai solar China Modules, Systems 80 Mono- and poly-crystalline
Solon AG Germany Modules, Systems for plants 58 Mono- and poly-crystalline
Schott Solar Germany Wafers, Modules, Systems 57 poly-crystalline and Thin-film
Solarworld Germany Modules, Systems 43,5
Innhotep – Photovoltaic market outlook - 2008 22
0
100
200
300
400
500
600
2006 2007 2008 2009 2010 2011 2012
MW
Pessimistic scenario
Policy driven scenario
The French market
Renewables in France
Two pillars of energy policy: y Reinforcement of nuclear leadership
y Promotion of renewables
y Explicit focus on solar technology through higher FITs (compared to e.g. wind energy)
y Uniquely high FIT of up to €0,55 per KWh (Unlikely to change in next 3 to 5 years)
y France has some of the most insolated regions in Europe
y SUN Epargne projects
y Comparison of research efforts and startups in Europe, France and US show that the local landscape of R&D is not very promising and often being dominated by big companies
Sou
rce:
Epi
a.or
g, F
eb 2
008
French annual PV market
Innhotep – Photovoltaic market outlook - 2008 23 1
y Chinese solar PV companies have developed very fast and a number have conducted IPOs in China and other countries
y Leading Chinese PV companies are all planning and implementing large scale expansion projects
y Risk of overcapacity
y Problem of silicon shortage and resulting bottlenecks
y Domestic demand in China has not kept pace and it is an export orientated industry to date
y Quality Issues
y JVs with western companies
y Isofoton with the Himin Group
y BP Solar with SunOasis
Facts
MWp sold in 2006
161
9080
70
50 45 45 40 35 31
0
20
40
60
80
100
120
140
160
180
Suntech
Pow
er
Yingli S
olar
Shangh
ai so
lar
Jiaw
ei Ind
ustrie
s
AIDE Sola
r
Can
adian
Sola
r
Cha
ori Sola
r
Solarfun
Power
Ningb
o Sola
r
Tianda
Photovo
ltaic
Top Players in China: Units sold
Innhotep – Photovoltaic market outlook - 2008 24 1
y Germany has consolidated its position as the largest solar PV market, followed by Japan and the USA
y In terms of supply, the local (and European) production is not enough in order
Facts
MWp sold in 2006
Top Players in Europe: Units sold
Innhotep – Photovoltaic market outlook - 2008 25
y Produced around 37% (927MWp) of the solar cells sold worldwide in 2006
y All of them announced massive capacity expansion from 2008 onwards
y Local market is dominated by residential systems
y Japan government has set a target 4,820 Megawatts of solar power by 2010
y Continued entries of large Japanese corporations into the solar market
Facts
MWp sold in 2006
434
180155
122 30
050
100150200250300350400450500
Sharp Kyocera Sanyo Mitsubishi Kaneka
y Sharp y Mainly residential systems, but efforts to get into industrial clients as
well y Production in Japan, US, UK and Thailand
y Kyocera y Production in Japan, China, Mexico and Czech Republic y Mainly focussed on the emerging markets
y Sanyo y Production in Japan, Mexico and Hungary
y Kaneka y Production in Japan and Czech Republic y A-Si modules for rooftop appication, BIPV
y Mitsubishi Electric & Mitsubishi Heavy industries y 110MW + 12MW sales in 2006
Main Players
Top Players in Japan: Units sold
Innhotep – Photovoltaic market outlook - 2008 26
Agenda
Technology Overview and Trends 1
Research Institutions 2
Applications 3
Value Chain and Economic Models 4
Worlwide Supply and Demand 5
Country zooms 6
Key Players 7
Inverter Market 8
Conclusion 9
Our Value Proposition 10
Innhotep – Photovoltaic market outlook - 2008 27
Major players for cells and module production
y Increasing fragmentation of production – market share of the 10 biggest manufacturers decreased from 80% to 66% in 2006
y Growing importance of ThinFilm manufacturers (especially FirstSolar) y Rapid expansion of chinese manufacturers
– turn-key solution providers
2006
Cells Modules
Source: IEA
Innhotep – Photovoltaic market outlook - 2008 28
ThinFilm Players Worldwide
Canon: research: a-Si/a-SiGe/a-SiGe; a-6L�ȝ-6L��ȝ-Si
Fuji Electric:flexible a-Si, production announced for 2006
Honda: CIGS research (pilot plant), production announced for 2007
Kaneka Solartech: production a-Si and “Hybrid PV Modules”
Matsushita Ecology Systems: research: CIGS
Mitsubishi Heavy Industries: production a-Si solar cell
SANYO: production: a-Si; research: a-6L�ȝ-Si
SHARP: production announced: a-6L�ȝ-Si
Shinko Electric Industries Co., Ltd.: research: CuInS2
Showa Shell Sekiyu: CIGS production announced for 2007
Aleo/ife/johanna: production with 20 MW/a announced for 2007
Akzo Nobel: research: a-Si
ANTEC Solar: production: CdTe
Q-cells: production 20 MW/a announced: a-Si
CIS Solartechnik GmbH: research: CIS, production planned.
Ersol: production 20 MW/a announcd: a-Si
First Solar: production CdTe 2007
Free Energy Europe: production: a-Si
Intersolar UK: production: a-Si
Scheuten Solar: research/pilot CIGS
Schott-Solar GmbH Phototronics (PST): production: a-Si
Shell Solar (Munich, Germany): research CIGS
production expected soon together with SGG
Solar Cells (Croatia): production: a-Si
Solarion GmbH: development and pilot: flexible CIGS
Solibro AB (Sweden): CIGS research
Sulfurcell Solartechnik GmbH: pilot: CuInS2
UNAXIS Solar: research a-6L�ȝ-Si-hybrid and production equipment
VHF Technologies: pilot: a-Si (flexible)
Würth Solar GmbH: production: CIGS
Day Star: research: CIGS, production announced
Energy Photovoltaics, Inc. (EPV): research: a-Si and CIGS)
First Solar: production CdTe
Global Solar: production: CIGS on flexible
Iowa Thin Film Technologies: research and pilot: a-Si
Nanosolar: announcement of 430 MW/a CIGS
UNISUN: research: CIGS
UnitedSolarOvonic: production: a-Si, research a-6L�ȝ-Si
Miasole:research, soon pilot production CIGS
ISET: F&E CIGS
USA Europe Japan
Source: Adapted from Bernhard Dimmler (Wuerth Solar) « Thin-Film PV industry introduction »
CIS/CIGS
A-Si
CdTe
Innhotep – Photovoltaic market outlook - 2008 29
German Thin-Film Players
Avancis
Calyxo (Q-Cells)
CSG Solar
Ersol ThinFilm
FirstSolar
Global Solar Energy
Inventux
Johanna Solar (Aleo)
Malibu
Nanosolar
Odersun
Sontor
Schott
Signet Solar
Solibro
Sulfurcell
Sunfilm
Wuerth Solar
Germany Europe
Akzo Nobel: research: a-Si
ANTEC Solar: production: CdTe
CIS Solartechnik GmbH: research: CIS, production planned.
Free Energy Europe: production: a-Si
Intersolar UK: production: a-Si
Scheuten Solar: research/pilot CIGS
Shell Solar (Munich, Germany): research CIGS
production expected soon together with SGG
Solar Cells (Croatia): production: a-Si
Solarion GmbH: development and pilot: flexible CIGS
UNAXIS Solar: research a-6L�ȝ-Si-hybrid and production equipment
VHF Technologies: pilot: a-Si (flexible)
Innhotep – Photovoltaic market outlook - 2008 30
The entry of the IT giants into ThinFilm
y Intel (spin-off « Spectrawatt ») – USD 50m start-up investment capital from Intel, Cogentrix Energy LLC, PCG Clean Energy and Technology Fund and Solon
AG – No details about technology – Facility in Oregon – Shipping expected for mid-2009 – Also looking to drive down overall sysytem cost, not only cell or module cost
y HP (technology licensing to Xtreme Energetics) – « rooftop solar energy systems that produce twice as much energy as conventional solar panels at half the cost » – BIPV – Shipping expected for 2010
y IBM (in-house) – Non-silicon ThinFilm technology – partnering with Tokyo Ohka Kogyo for cell development, who has experience in device that require chemically treated
surfaces – Shipping expected for 2011
y Those companies are well-positioned for lowering costs per watt
– Experience in fine-tuning manufacturing processes for tech equipment – Huge R&D budgets and worldwide R&D facilities – Experience in Innovation and tech-to-market strategies
Innhotep – Photovoltaic market outlook - 2008 31
Agenda
Technology Overview and Trends 1
Research Institutions 2
Applications 3
Value Chain and Economic Models 4
Worlwide Supply and Demand 5
Country zooms 6
Key Players 7
Inverter Market 8
Conclusion 9
Our Value Proposition 10
Innhotep – Photovoltaic market outlook - 2008 32
Inverter market
y Highly competitive, 100 manufacturers globally in 2007 – Over 10% of incumbents stopped doing inverter business in 2007
• Those were mainly small manufacturers who could not keep up with rapid market changes • But also Kyocera, Aixcon PowerSytems and RES exited inverter business
y International expansion of the major players triggers fierce competition y Prices are widely expected to fall y Currently, the main challenge for manufacturers is capacity increase y ThinFilm leaves some few manufacturers with compatibility issues, the majority has no problems
Prices for inverters are widely expected to keep falling significantly in the near term
Sou
rce:
Sun
& W
ind
Ene
rgy
Mag
azin
e 03
/200
8
Survey amoog the leading manufacturers No precise figures available for Kaco
Innhotep – Photovoltaic market outlook - 2008 33
Agenda
Technology Overview and Trends 1
Research Institutions 2
Applications 3
Value Chain and Economic Models 4
Worlwide Supply and Demand 5
Country zooms 6
Key Players 7
Inverter Market 8
Conclusion 9
Our Value Proposition 10
Innhotep – Photovoltaic market outlook - 2008 34
Conclusion: The Big Trends
Impacts Trends
Producers of traditional technologies turn towards thin-film as well (e.g. Q-cells and Sharp)
Increased national interest in development of a strong local PV industry, subsequent impact on policy-making
Growing importance of off-grid applications
Increasing fragmentation of cell and module producers
In the future, quality, brand and reliability will gain importance as more and more players enter the market
Skyrocketing energy prices, fossil energy stagnation
New production processes like “roll-to-roll” or printing
Tech
nolo
gy
Man
ufac
ture
rs
Mar
kets
Potential policy change in “mature” markets like D and ES
Rapid rise of the emerging countries like China
Long-term supply contracts
Gen
eral
Major silicon capacity coming online in the near term
Ambitious plans for CO2 reduction by governments
Energy independence issues becoming more important
Many different paths of innovation
High demand for factory turn-key solutions
Increased competition, potential future oversupply
Further cost reductions especially in ThinFilm
Companies from the electronics industry (semi-conductors and plasma technology) are turning towards photovoltaics to leverage their manufacturing knowledge
Shift in importance of geographic markets towards the emerging economies in the long term
Silicon bottleneck is set to be over, but solar glass might be the next one (even though much less dramatic)
High raw materials prices and worsened financing conditions
Cost-reductions achieved by manufacturers are swallowed up, reduction of FITs and other incentives would pose problems for manufacturers
Innhotep – Photovoltaic market outlook - 2008 35
Agenda
Technology Overview and Trends 1
Research Institutions 2
Applications 3
Value Chain and Economic Models 4
Worlwide Supply and Demand 5
Country zooms 6
Key Players 7
Inverter Market 8
Conclusion 9
Our Value Proposition 10
Innhotep – Photovoltaic market outlook - 2008 36
Innhotep’s Value proposition
Market Intelligence
Rapid ramp up of manufacturers makes holistic market information essential In a more and more fragmented market, Innhotep can help to find the right technology and the right partner Innhotep has references and proven networks in the industry
NETWORKS
INSIGHTS
CONSULTING
PARTNERSHIP
Innhotep – Photovoltaic market outlook - 2008 37
INNHOTEP VALUE PROPOSITION 1
OUR APPROACH 2
CONSULTANT PROFILES 3
Innhotep – Photovoltaic market outlook - 2008 38
Our positioning : value creation through innovation
: « Business Innovation Accelerator »
Innhotep Ventures is a fast growing professional services firm, dedicated to innovation strategy and management.
We support our clients to achieve high impact projects that create value through innovation. We have two complementary activities:
1. Independant consulting firm for large companies: • Innovation strategy design and implementation to create value
and stimulate growth, mainly in two main areas: 9 Energy and Clean technologies 9 Information technologies
• Strategy and business innovation management 9 Organisation (R&D conception and/or optimisation,
strategic marketing, etc.) 9 Managerial innovation and associated tools (collaborative
intelligence, etc.)
2. Startup coaching • Accelerating startup growth during all their stages of
development
Innhotep – Photovoltaic market outlook - 2008 39
Our ambition : instill technical and business innovation to serve the vision of our clients
Integrate innovation within the strategic vision
Identify concrete ways of innovation
Help our client implement operational strategy
VISION
Innovation strategy
Organizations / process
Change management
Ideas generation Business and feasibility study
Projects portefolio
Implementation plan
Business Intelligence
Partnerships Define strategy
VISION
Innhotep – Photovoltaic market outlook - 2008 40
INNHOTEP VALUE PROPOSITION 1
OUR APPROACH 2
CONSULTANT PROFILES 3
Innhotep – Photovoltaic market outlook - 2008 41
Our ambition: support our clients to address their key strategic business issues
New strategic issues
What are the main weak signals in my market today,
but crucial within 2 - 5 years?
How to detect real business gems ?
(ideas, startups, products, services ...)
How to get organized to design and deploy new
offers?
What new offers can be designed to conquer
new markets?
Business innovation identification
Projects implementation
New activities and offers to
invent ?
Innhotep – Photovoltaic market outlook - 2008 42
Our ambition: support our clients to address their key organization and management issues
New organisational and mangement issues
How to capitalize on key internal and external resources to feed my
strategy ?
How to come across operational barriers
to optimize the strategy
implementation ?
How to best detect and leverage internal and external innovation ?
How to take advantage of the new possibilities offered
by Enterprise 2.0 innovations and tools
?
New management approaches
New tools and innovative methods
Innhotep – Photovoltaic market outlook - 2008 43
Benchmark
Opportunity analysis
Strategic intelligence
Business models
Partnership targeting
Offer design
Startups identification
Market studies
THINK
BUILD
Project feedback
New business projects Deployment
OPERATE
Strategic positioning
Brainstorming sessions
Strategic roadmaps
Project management
Processus (creation )
Tools (audit, sourcing, etc.)
Support our clients : 3 main types of mission
Innhotep – Photovoltaic market outlook - 2008 44
Some of our clients
Strategy and Innovation
Management
Energy and Cleantechs
Information Technologies
Innhotep – Photovoltaic market outlook - 2008 45
INNHOTEP VALUE PROPOSITION 1
OUR APPROACH 2
CONSULTANT PROFILES 3
Innhotep – Photovoltaic market outlook - 2008 46
Experience
Claire Bacquart Associate Director
Innhotep
ƒ Innhotep ƒ Yahoo! Marketing Manager, Small Business (SMB), Europe
(10 countries, 100M$ managed) ƒ One Plus One ƒ Filmfestivals.com
• Numerous missions in the field web and digital innovation : opportunity identification, conduct of innovative studies and benchmarks, client needs specification, new offerings development, brainstorming and think tank animation
• More than 10 years of operational experience as an IT manager, with international teams
• Various expertise including : Innovation management (open innovation, enterprise social networks, mobile financial services, etc.), business model assessment (notably for numerous IT and web startups), innovative market assessment, etc.
Demba Diallo Associate Director
Innhotep
ƒ Innhotep ƒ Colombus Consulting
ƒ Cap Gemini Ernst & Young ƒ Arthur Andersen
• More than 10 years in strategic, organisation and management (Arthur Andersen, Cap Gemini Ernst &Young, Colombus Consulting)
• Numerous missions in the field of IT and cleantechs, growth strategies, including technology and business model assessment
• Vast experience in the design and implementation of new business with strong technological components
• Seminar, brainstorming and think tank session animation • Co-founder of startup Stribe
Experience
Our team : some of our consultants
ƒ ESCP-EAP Graduate : Oxford, Madrid, Paris. Marketing specialization
Education Education
ƒ Ph.D Telecom Paris in innovation management ƒ Sciences Po Paris Graduate
ƒ Research stays in Harvard, MIT, UC Berkeley
Innhotep – Photovoltaic market outlook - 2008 47
ƒ Innhotep / Expert Scientipôle Initiative ƒ Colombus Consulting
ƒ BearingPoint ƒ Arthur Andersen BC
ƒ Thales International Venezuela, Air France
• Numerous missions in the field of IT project management, growth strategies and project implementation, cleantechs strategies, technology and business model assessment
• Vast experience in the design and implementation of business, technologic and operational projects
• Numerous benchmarks and studies concerning the value chain of knowledge and information : idea management, content management, enterprise social networks, etc.
• Startup assessment for public funding : internet, data management, M2M, waste, smart grids, energy, etc.
Sidney Delourme Consultant Innhotep
ƒ Innhotep – Consultant ƒ Intelleco – Consultant Strategic Intelligence
ƒ Strategic Scout – Junior Consultant Energy & Telecom ƒ Edu-Performance Canada –Marketing Manager
• Numerous missions in the field of business and strategic intelligence, innovation identification and screening, startup analysis, new product and services assessment, emerging
market assessment • Vast experience in strategic and operational marketing,
business development, technology assessment • Various expertise : information technologies, home automation,
cleantechs, renewable energies, energy efficiency, smart grids, etc.
Our team : some of our consultants
Johann Girard Senior Project Manager
Innhotep
Experience Experience
Education Education
ƒ ESSEC ƒ Arthur Andersen University, Chicago
ƒ MBA Sustainable Performance, ISC Paris ƒ Double Degree Superior School of International Business and
London South Bank University, Master in Strategic Marketing
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What does Innhotep mean ?
• The word Innhotep was chosen in resonance with the name Imhotep, « He who comes in peace » or « the one who is
welcome »
• Vizier of Pharaoh Djoser, Imhotep designed in Africa, at Saqqara (Egypt), the first pyramid in history.
• Aside architecture, Imhotep was a scholar in medicine,
mathematics, astrology and religion, exemplifying the breadth of knowledge needed to achieve successful
innovation
• He contributed to the existence of a single language and scripture, foundations for the administration and
the religion of one of the most impressive civilizations of mankind
Site web : innhotep.com Blog : innhotep.blogspot.com Twitter : twitter.com/Innhotep