Oerlikon as a supplier of Green Technologies – market position
Transcript of Oerlikon as a supplier of Green Technologies – market position
Oerlikon as a supplier of Green Technologies –market position and growth potentials
Dr. Uwe Krüger, CEO OC Oerlikon Management AG, Pfäffikon
Solar Day, Trübbach 13. Juni 2007
Vision
Solar power everywhere: we are entering the mass market with innovative and industrial production solutions for the utilization of solar energy. Oerlikon Solar isessentially contributing to making solar power a main energy source of the future.
Oerlikon is the world‘s first supplier that is able to deliver production plants for thinfilm silicon solar modules – here and now!
Reality
Five segments and fields of competence of the Oerlikon Group
Systems(Data Storage & Wafer Processing)
Solar
ServicesCoating
Fibers & Nonwoven
Filaments
Staple Yarn
Twisting & Embroidery
Oerlikon Textile Components
Business Units
Optics
Space
Solutions
Assembly Equipment
SystemsVacuum
Services
Gears & Components
Automotive Transmission
Off-Highway Drivelines
Oerlikon FairfieldDrive Systems
Segments Oerlikon Coating Oerlikon AssemblyEquipment
Oerlikon Vacuum Oerlikon Drive Systems
Oerlikon Textile
Importance and growth of renewable energies
Solar energy has the greatest advantages
Advantages
Dis-advantages
• Constantlyavailable(irrespective of sun and wind)
• Little change in landscape
• Low spacerequirement
• Cannot be usedeverywhere
• Great cost• Risk of
earthquakesthrough drilling
(Basel)
• Only works withwind
• Noise emission• High investment• Large
installations(change in nature)
• High investmentcosts
• Submersion of biotopes and useful space
• Disruption of biologicalequilibrium
• In poorcountries: displacement of resourceproduction of local life (biomassproduction)
• Increased outputof nitrous oxide(fertilisation and combustion of biomass)
• In some cases, still lowefficiency
• Low operating & maintenancecosts
• No follow-oncosts
• Simple technology
• High efficiency
• Constantlyavailable
• Recycling
• No pollutantemissions
• Surpluselectricity can bestored
• Low maintenance & operating costs
• Integrates intoenvironment
• Long life of systems
Geothermal energy Wind Water Biomass Solar
Multiple applications for solar technologyFe
atur
esA
pplic
atio
ns
Not connected to the electricity supply grid
Near settlements (189 MW)* Everywhere (322 MW)*
Connected to the electricity supply grid
Distributed (2,417 MW)* Centralized (51 MW)*
Small domestic systems (>1 km from supply grid)Above all in developing countries0.5–1 kW
Use in undeveloped regions
0.1–1 kW
Energy supply of buildings
0.4 - 100 kW
Power stations for production of alternative energy
500–5,000 kW
Villages (e.g. street lighting, schools)Households(e.g. lighting, refrigerators)
Commonly used electronic devices(e.g. calculatorsAgriculture(e.g. water pumps)Space/high-tech
“Normal” house roofsCommercial buildingsPhotovoltaic system integrated into building
Power stations
Source: IEA, Sarasin, Lit. research, Expert interviews (Global installed PV power 2004)
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1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005
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Global Market 2005: dominated by Germany, Japan, USA
Global production 2005: 1,400 MWp(= 1.4 GWp)Germany, Japan, USA: 1,200 MWp
USA
Japan
Germany
103
290
828
Price development for photovoltaic modules in $ per Watt
Source: MRS Bulletin, Vol.30, No.1,Jan 2005
„Distributed fossil fuel“ refers to off-grid generation of power, using forinstance gas-driven generators.
Solar economy creates new jobs
By 2025: around 3.2 million jobs
Production: 490,000
Maintenance: 900,000
Installation & trade: 1.8 mill.
Chance for Europe as high-tech productionlocation since already exceptionally well positioned
Source: “Solar Generation”, Greenpeace 2006
Different technologies for solar power generation
WaferThinfilm silicon CompositionRaw materialApplications
Cost advantage Higher efficiency
0,002 mm silicon layerProcessgas Silan, 200 times less SiLarge surface, solar powerplants
0,3 mm silicon waferultrapure silicon waferSmall surfacees, roofs
Thin film solarmarket with strongest growth
Primary Energy
Renewable Energy
Solar PV
Si Thin Film
Thin Film Equipment
Market growth per year(CAGR 2006 - 2009)
~ 2 %
~ 5 %
~ 50 %
> 50 %
> 50 %
Leading technology supplier of thin film silicon solar modules
First research facility delivered to Schott Solar
Cooperation with Schott Solar: Development of a-Si modules
Contract for the first 40 MWp production facility for Schott Solar
Contract for the first 20 MWp production facility for ERSOL
Raising of ERSOL-Contract up to 40 MWp
First jointly developed TCO-System for ERSOL
Delivery of the first production facility to ERSOL
Launch of ERSOL production facilities
Official opening of ERSOL production facility
End of 20042005 - 2006March 2006March 2006Sept. 2006Sept. 2006Dec. 2006March 2007June 2007
Milestones
Oerlikon is the single supplier of turnkey solutions
Clean TCO Laser PECVD TCO AssemblyLaser Laser
Oerlikon Solar's growth strategy
Proactive, aggressive marketingGlobal market presence
Maintenance and development of technology leadershipMarket leadership with market share > 50 %Annual growth rates significantly above market average
Huge expansion of own production capacitiesExpansion of existing staff to 300 (by 2008)Implementation of a research production line (by end 2007)
Increase in efficiency of solar modulesDevelopment of new solar module conceptsIncrease in production efficiencyTechnology
Production
Marketing & Sales
Targets
Oerlikon – supplier of green technologies
Oerlikon Leybold VacuumDevelops and builds vacuum solutions for the solar industry(wafer-based and thin film technology)
Bild folgt
Oerlikon TextileIntroduction of the e-save® program for sustainableenergy savings in textile production machines
Oerlikon Balzers CoatingCoatings in the automotive sector
10 times longer life of components4% less fuel consumptionElimination of polluting lubricants
Oerlikon – supplier of green technologies
Oerlikon SpaceDeveloper and fitter for various satellite programsfor researching climate changes on our planet
Oerlikon SolarDevelops and builds turnkey end-to-end systemsfor thin film solar production systems
Leading researcher and developer in thin film silicon solar technology
Oerlikon Fairfield Drive SystemsDevelops and builds transmission systems forleading manufacturers of wind power systems
Summary
Market demand in the long term will be greater than the supply capability of the suppliersOerlikon Solar is exceptionally well positioned as a technology leader and isexpanding this field of business at a rapid pace.
Oerlikon is the world‘s first supplier of the thin-film silicon process, which canprovide users with industrially ready, turnkey production plants. The use of solar energy presents completely new prospects.
Among the renewable energies, solar energy plays a key role. It has thegreatest potential and has no disadvantages.
The switch to renewable energies has already started – climate change and finiteness of fossil resources demand action. The switch
has started
Key position
of solar energy
Oerlikon as first mover
Economicsuccess
The technologies to handle the arisingchallenges of climate change are already
available – Oerlikon Solar