Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from...

35
Photovoltaics - Electricity from Sunlight UNSW SOLA3020 PV Manufacturing Topic: Trends in Photovoltaics Stuart Wenham 8 th October, 2012

Transcript of Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from...

Page 1: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

SOLA3020 PV Manufacturing

Topic: Trends in Photovoltaics

Stuart Wenham

8th October, 2012

Page 2: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

Trends in Photovoltaics

1. Trends in PV Manufacturing2. Price and Market Trends3. Applications4. Trend in Technology5. Trend to replace Ag with Cu6. Wafer Trends7. Encapsulation8. Balance of System9. Trends in Education & Training

Page 3: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

2007 MW 2008 MW 2009 MW 2010 MW 2011 MW

389 582 1100 1573 2096

363 504 704 1400 1721

336 494 595 1300 1711

207 473 586 1100 1695

200 300 525 1000 1623

China’s Dominance in Manufacturing

• China threatens PV manufacturing??• Trade tariffs• China helped drive down module

prices 80% in recent years• Also 80% of jobs downstream

Page 4: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

Trends in Photovoltaics

1. Trends in PV Manufacturing2. Price and Market Trends3. Applications4. Trend in Technology5. Trend to replace Ag with Cu6. Wafer Trends7. Encapsulation8. Balance of System

Page 5: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

Fastest Growing Industry World-wide

Page 6: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

Huge 80% PV Module Price Reduction

• PV module costs no longer limiting market growth in many countries

• Red-tape, approvals, electricity supply agreements + other BOS costs are now major issues

• Examples of roof-top systems (module costs US$0.80 /Wp) :

• US system costs US$4.40 /Wp• Germany costs < US$2.50 /Wp• Many countries still without grid-

interconnection policies

Page 7: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

Implications of Price Reduction

• Grid now parity in >100 countries• Reduced importance on subsidies & FITs• Erratic policies contribute significantly to

industry instability

Page 8: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

22 former UNSW students as CTO’s or VP’s of Technology World-wide

• Includes 8 of China’s 10 largest cell manufacturers in present or former positions

• Guarantees Australia’s continued technical leadership* denotes current position

• Rules & Regulations around distributed generation will become significant

Page 9: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

Experts expect prices to keep falling

Page 10: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

Predicted Cost Reductions

Polysilicon feedstock

Page 11: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

Trends in Photovoltaics

1. Trends in PV Manufacturing2. Price and Market Trends3. Applications4. Trend in Technology5. Trend to replace Ag with Cu6. Wafer Trends7. Encapsulation8. Balance of System

Page 12: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

Application Trends

• Rooftop Systems

• Utility Scale Systems• Stand-alone Systems

- developing countries

Elecnor Solar Power Plant

35 MW – Trujillo, Spain

Alamosa Solar Power Plant - Colarado

Page 13: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

Future Energy Sources+ Current Consumption

Page 14: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

Trends in Photovoltaics

1. Trends in PV Manufacturing2. Price and Market Trends3. Applications4. Trends in Technology5. Trend to replace Ag with Cu6. Wafer Trends7. Encapsulation8. Balance of System

Page 15: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

Screen Printed Solar Cell

Trends in Screen-Printing Technology

• Efficiency more important when S>D• Huge impact by Dupont - new pastes• Lightly doped emitters• Narrower metal lines• Selective emitters• Rear surface passivation

- AlOx/SiNx- SiO2/SiNx- SiOxNy

• Rear metalisation- SP Al- LFC- Laser doping

Page 16: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

Trends in High Efficiency Technologies

0

5

10

15

20

25

1940

1950

1960

1970

1980

1990

2000

2010

Effic

ienc

y, %

UNSW

UNSW – 25% PERL cell ISFH – 22.4% RISE cell

Stanford – 24% Rear Point Contact Sanyo – 23% HIT cell

Page 17: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

• Buried Contact Solar Cells (Australian)

• HIT cell (Japan)

• Rear Point Contact Cell (USA)

• Pluto (Australia)

• Semiconductor Finger Cells (Australia)

• Yingli n-type Panda technology (Netherlands)• Laser Doping (Australia)• Innovalight (USA)

Commercialisation of High Efficiency, Low Cost Technology

Page 18: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

Trends in Photovoltaics

1. Trends in PV Manufacturing2. Price and Market Trends3. Applications4. Trend in Technology5. Trend to replace Ag with Cu6. Wafer Trends7. Encapsulation8. Balance of System

Page 19: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

1. Focus of many companies2. Kuttler plating baths now available!3. Printed seed layer plated with Cu4. Good results also with all plated contacts:

- Suntech- IMEC- HHI- Shinsung- UNSW- RENA

Trend towards Cu replacing Ag

Page 20: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

Trends in Photovoltaics

1. Trends in PV Manufacturing2. Price and Market Trends3. Applications4. Trend in Technology5. Trend to replace Ag with Cu6. Wafer Trends7. Encapsulation8. Balance of System

Page 21: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

Wafer Trends

• Wafer costs now $0.25 - $0.28 /W • Less important to use thinner wafers• N-type predicted to dominate for high

efficiency devices– Good EU PVSEC paper by Stefan Glunz– IBC structure favoured– This structure needs highest quality Si

• P-type may do better than expected- B-O problem seems solvable- 700mV now achievable- More suitable for multi wafers

Page 22: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

Challenge for Thin-Films

• Silicon efficiencies increasing while costs are falling rapidly

• Falling market share

• Recent durability concerns in hot environments

• No thin-films have as yet demonstrated long-term stability or durability

• Dependence on rare elements

Page 23: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

Trends in Photovoltaics

1. Trends in PV Manufacturing2. Price and Market Trends3. Applications4. Trend in Technology5. Trend to replace Ag with Cu6. Wafer Trends7. Trends in Encapsulation8. Balance of System9. Trends in Education & Training

Page 24: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

Trends in Cell Encapsulation

1. Encapsulation costs now dominating. Per watt costs are typically:- $0.26 Wafer- $0.14 cell conversion- $0.34 encapsulation

2. Manufacturers very conservative (25yr warranty)

3. Importance of bankability –compromised by technology changes

Page 25: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

Trends in Cell Encapsulation

1. Pb free solders need higher temperature- Thinner interconnects due to thermal stress- Problem for thinner wafers- Glued interconnects

2. EVA no good for selective emitters3. Glued interconnects4. Rear contacts preferred.5. PCB approach to interconnection

Page 26: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

Trends in Photovoltaics

1. Trends in PV Manufacturing2. Price and Market Trends3. Applications4. Trend in Technology5. Trend to replace Ag with Cu6. Wafer Trends7. Encapsulation8. Balance of System9. Trends in Education & Training

Page 27: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

BOS Costs need to be reduced

1. Module costs only 20-30% of roof-top system costs in USA

2. BOS costs about 50% in Germany

3. Other countries need to learn from Germany - Reduced red-tape- Efficient installations- Advanced electronics

Page 28: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

Trends in Photovoltaics

1. Trends in PV Manufacturing2. Price and Market Trends3. Applications4. Trend in Technology5. Trend to replace Ag with Cu6. Wafer Trends7. Trends in Encapsulation8. Balance of System9. Trends in Education & Training

Page 29: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

Trends in Education & Training

• Increasing company interest in training and technology transfers• Many more training & education programs being established• UNSW Education – World’s only PV Degree,

>500 enrolled• >40 former UNSW students in senior positions of PV companies

Page 30: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

Leadership Positions Held by Former UNSW Students

• 6 x CEO’s

• 6 x VP of Technology

• 16 x CTO’s

• 2 x COO’s

• 2 x Managing Director

• 6 x Research Director

• 5 x Company Directors

• 2 x Directors of Centre of Excellence

Page 31: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

Wenham Stuart * Suntech-PowerNarayanan Mohan Trina SolarSong, Dengyuan * Yingli SolarDai Ximing JA SolarYun Fei * LDK SolarYao, GuoXiao JinkoSolarGuo, Allen * Jinko Solar Narayanan Mohan * Solarfun (Hanwha)Wang Aihua * China Sunergy

22 former UNSW students as CTO’s or VP’s of Technology World-wide

• Includes 8 of China’s 10 largest cell manufacturers in present or former positions

• Guarantees Australia’s continued technical leadership* denotes current position

Page 32: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

Thank You

Page 33: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

• Reduced energy in production• Increased cell efficiencies

US DOE Secretary Stephen Chu concluded: “China’s leadership not due to low cost labour but superior technology”

Page 34: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

Automated vs Labour4.1

2.66

2.28

1.49

0

0.5

1

1.5

2

2.5

3

3.5

4

4.5

2008 2009 2010 2011

Cell ManufacturingHeadcount per MW

Cell ManufacturingHeadcount per MW

Page 35: Stuart Wenham 8 October, 2012€¦ · 8th October, 2012. UNSW Photovoltaics - Electricity from Sunlight Trends in Photovoltaics 1. Trends in PV Manufacturing 2. Price and Market Trends

Photovoltaics - Electricity from Sunlight UNSW

Challenge to Upgrade Technology

• Compatibility with multi wafers essential for success• J0 reduction from 1600 to 400fA/cm2 gives +40mV in Voc