Technology and Economics of High-Efficiency c-Si PV · 2016-04-06 · c-Si PV industry back on cost...
Transcript of Technology and Economics of High-Efficiency c-Si PV · 2016-04-06 · c-Si PV industry back on cost...
Technology and Economics of High-Efficiency c-Si PV
Doug Rose, SunPower Corp.
Presented at Silicon Valley PV Society meeting, 9/9/09
© 2009 SunPower Corp.
Safe Harbor StatementThis presentation contains forward-looking statements within the meaning of the Private Securities
Litigation Reform Act of 1995. Forward-looking statements are statements that do not represent historical
facts and may be based on underlying assumptions. The company uses words and phrases such as
"expects," “believes,” “plans,” “anticipates,” "continue," "growing," "will," to identify forward-looking
statements in this presentation, including forward-looking statements regarding: (a) our plans and
expectations regarding our cost reduction roadmap, (b) cell manufacturing ramp plan, (c) financial
forecasts, (d) future government award funding, (e) future solar and traditional electricity rates, and (f)
future percentage allocation of SunPower solar panels within our systems business. Such forward-looking
statements are based on information available to the company as of the date of this release and involve a
number of risks and uncertainties, some beyond the company's control, that could cause actual results to
differ materially from those anticipated by these forward-looking statements, including risks and
uncertainties such as: (i) the company's ability to obtain and maintain an adequate supply of raw materials
and components, as well as the price it pays for such; (ii) general business and economic conditions,
including seasonality of the industry; (iii) growth trends in the solar power industry; (iv) the continuation of
governmental and related economic incentives promoting the use of solar power; (v) the improved
availability of third-party financing arrangements for the company's customers; (vi) construction difficulties
or potential delays, including permitting and transmission access and upgrades; (vii) the company's ability
to ramp new production lines and realize expected manufacturing efficiencies; (viii) manufacturing
difficulties that could arise; (ix) the success of the company's ongoing research and development efforts to
compete with other companies and competing technologies; and (x) other risks described in the
company's Annual Report on Form 10-K for the year ended December 28, 2008, and other filings with the
Securities and Exchange Commission. These forward-looking statements should not be relied upon as
representing the company's views as of any subsequent date, and the company is under no obligation to,
and expressly disclaims any responsibility to, update or alter its forward-looking statements, whether as a
result of new information, future events or otherwise.
© 2009 SunPower Corp.
2
SunPower
Over 550 systems on 4 continents
Over 600 dealers and growing rapidly
Over 85 patents and 25 years of R&D
2008 Revenue of $1.4 bil
3
Commercial Power Plants
Largest commercial install
base in North America
Largest solar power plants
in North America
Residential
Largest residential install base
in North America
5,000 Employees; 100% solar
Over 400 MW/yr production rate
© 2009 SunPower Corp.
4
Roof Integrated Systems
PowerGuard®
T10 Roof Tile
SunPower Trackers
T0 Tracker
SunPower Product Families
Fixed Tilt Systems
SunTile®
T20 TrackerT5 Roof Tile
225 W 230 W 315 W
Panels
> 22% Efficiency SunPower Solar Cell
© 2009 SunPower Corp.
Highest efficiency mass-produced
cells and modules in the world
Patented all-back-
contact cell
Global PV Market
0
500
1000
1500
2000
2500
3000
Germany Spain Japan USA RO Europe RO World
2007
2008
5
= 2.82 GW
= 5.95 GW
Source 2007 data: Solarbuzz, 2008
Source 2008 data: Solarbuzz, 2009
© 2009 SunPower Corp.
Global Annual PV Market Outlook
© 2009 SunPower Corp.
6
(MW)
Source: EPIA, 2009
0.01
0.1
1
10
100
1000
1965 1970 1975 1980 1985 1990 1995 2000 2005 2010
$2
00
2B
Year
Semic.
PV
Historical Semiconductor and PV Module Annual Sales
7
PV uses more
silicon than the
IC industry
© 2009 SunPower Corp.
8
Area comparison of PV to Semiconductor now
Semiconductor 2008: 5.2 km2 of chips
Photovoltaics 2008: 42.5 km2 of PV
http://www.semi.org/en/MarketInfo/SiliconShipmentStatistics/index.htm
Source: SEMI.org
mil in2 km2
Q1 2163 1.4
Q2 2303 1.5Q3 2243 1.4Q4 1428 0.9
2008 8137 5.2
Semiconductor details
PV details
Assumed average of 14% efficiency
Assumed Solarbuzz 2008 value of 5.95GW
(is market #, production was higher; other
market estimates as high as 7GW)
ICs
PV
...
© 2009 SunPower Corp.
c-Si PV industry back on cost learning-curve
9
By most estimates, PV LCOE without incentives using
these modules will be lower than peaking natural gas
LCOE. Best-in class thin film and high efficiency PV
power plants will give even lower LCOE.Last 4 data points are forecast by the Prometheus Institute
Here, PV is competing
for baseload (in the 7 to
10 years it takes to build a
nuclear plant, PV installed
over that same time frame
will be lower cost)
1
10
100
1 10 100 1000 10000 100000
Mo
du
le A
SP
(2
00
8$)
Cumulative Production (MW)
1979
$33/W
2008
$3.17/W
Silicon
Shortage
81% Progress
Ratio
2012
$1.40/W
Large decreases in
balance of system
cost during this time
period
Mo
du
le A
vera
ge S
ale
s P
rice (
AS
P),
2008$
© 2009 SunPower Corp.
10
Solar PV Power Plants Are Cost Competitive
0
0 50 75 100 150 200 250 300 350 400
Levelized Cost ($/MWh)
Renewables
Conventional
$87 - 196
$129 - 206
$57 - 113
$216- 334
$69-96
Gas Peaking
Gas Combined
Cycle
Wind
Solar Thermal
Solar PV
LCOE by Resource $/MWh: 2009 - 2012
Prices include 30% federal incentive
Source: Lazard Capital Markets 3/18/2009
© 2009 SunPower Corp.
Source: CEC PIER-funded study by GE Energy, July 2006 (Temporal Pattern: July 2003 Average Day)
Resource Generation Profiles
Source: Hal LaFlash, PG&E
11
© 2009 SunPower Corp.
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2050 View 450ppm / 80% CO2 Reductions by 2050
PV Moderate Growth Case
PV and other other renewables and energy efficiency can easily reach the goal.
2040: What is needed from PV: 2000 TWH/yr
What is possible from PV: 5000 TWH/yr (Moderate Growth case)
2000 TWH/yr
5000 TWH/yr
TW
H/y
r
DPV: Distributed PV
CPV: Central PV
Sources: McKenzie Report, 2007 for starting points and energy efficiency; AWEA for wind; internal SunPower calculations for DPV, CPV, CSP
© 2009 SunPower Corp.
Diversity is needed for maximum success of PV
Energy market > 1 trillion $ / yr
Diverse applications require diverse product characteristics
Competition drives cost reduction
Multiple approaches will give greater total volume (reduced impacts
from material limits, exponential scaling limits, etc.)
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© 2009 SunPower Corp.
OVERVIEWEconomics of High Efficiency PV
15
Spend a little more in cell processing…
Wafer Solar Cell Solar Panel SystemIngotPolysilicon
…to deliver savings across the value chain
How can high efficiency cells be cost effective?
more W/g more W/$ more W/m2
High Efficiency and the Value Chain
15
© 2009 SunPower Corp.
more W/$
16
Wafer Solar Cell Solar Panel SystemIngotPolysilicon
Value Chain for conventional Si:
* Value chain distribution percentages are for new Centrotherm 347MW turnkey plant as reported in Dec. 2008 Photon International, with 30%
GM added to all steps and system costs of $1.65/W (including margin), using average of U.S. and China locations and $1.32/euro exchange rate.
10% 6% 7% 12% 43%21%
Rough percentages for conventional c-Si*:
With high
efficiency:
Lower $/g Si Lower $/W module conversion and installation
Invest here to get saving across the whole value chain
© 2009 SunPower Corp.
Example: Lower area-related costs
Reduce materials costs
– Less module area: Glass, silicon,
encapsulant, frames
– Less system materials: Wiring,
mounting
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© 2009 SunPower Corp.
Reduce shipping costs (even
with high density shipping of full system)
305 Wp per tile
22 tiles per pallet
14 pallets per truck
93-kWp per truck
Reduce installation costs(even with an easy to install, non-
penetrating mount)
High efficiency can:
Levelized cost of energy: An LCOE Equation
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Initial investment Area related costs
Grid interconnection costs
Project related costs
Is the present value of the
benefit over the financed
life of the project asset.
Annual Costs Annual system operating and
maintenance costs ( inverter
maintenance, panel cleaning,
monitoring..)
Depreciation Tax/
other Public BenefitSystem Residual Value Present value of the end of life
asset value is deducted from
the total life cycle cost in the
LCOE calculation.
System energy production
First year energy generation
(kWh/kwp) then degrading output
over the system life based on an
annual performance degradation
rate
n = the system’s financing term
(which will determine the
duration of cash flows)
© 2009 SunPower Corp.
For additional information on LCOE see “Minimizing utility-scale PV power plant levelized cost of energy
using high capacity factor configurations” by Matt Campbell, SunPower Corp. (in the fourth print edition of
Photovoltaics International Journal, and available on SunPower web site).
The LCOE Sensitivity to Input Variables
© 2009 SunPower Corp.
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A PV Power Plant with the same installed price and first year performance
can yield LCOE values of a tremendous range
Case 1 Case 2 Case 3
System Price 100% 100% 100%
kWh/kWp 100% 100% 100%
Annual Degradation 1.0% 0.5% 0.3%
System Life 15 25 40
Annual O&M $/kWh 0.030$ 0.010$ 0.005$
Discount Rate 9% 7% 5%
LCOE $/kWh 0.23$ 0.13$ 0.09$
Same installed Price($/Wp) but different LCOE ($/kWh)
LCOE: System Cost vs. Capacity Factor
© 2009 SunPower Corp.
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20%
22%
24%
26%
28%
30%
32%
34%
36%
38%
40%
$2.00 $2.50 $3.00 $3.50 $4.00
Capacity Factor
System Price - $ / Wp
Sample Range of Equivalent LCOE Values
LCOE Equivalence
$3.41/W at 33% CF is equivalent to $2.50/W at 24.2% CF
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Higher Capacity Factor
Mid-to-high-efficiency modules
enable cost-effective tracking
Captures up to 30% more
sunlight than fixed tilt systems
Tracking has higher capacity
factor (so reduces the $/kwh costs
of the electrical BOS costs)
Better matching of energy
production with summer load
(time of day and total)
0%
20%
40%
60%
80%
100%
120%
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PM
Fixed Tilt CF - Mojave
T0 Tracker - Mojave
Cal ISO Load 7/15/08
Peak CA Summer
Load
PV Power Plant Output vs.
Summer Utility Demand
Curve
Load
T0 tracker
Fixed tilt
© 2009 SunPower Corp.
0%
20%
40%
60%
80%
100%
120%
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PM
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PM
Fixed Tilt CF - Mojave
T0 Tracker - Mojave
Cal ISO Load 7/15/08
Peak CA Summer
Load
20.0%
22.0%
24.0%
26.0%
28.0%
30.0%
32.0%
34.0%
36.0%
38.0%
40.0%
Fixed Tilt T20 Tracker T0 Tracker
Annual CF
Summer CF
Summertime capacity factor with SunPower modules
and T0 tracker in Las Vegas is ~39%
Major contributors to LCOE:
Capital cost
Module $/W
Area-related BOS
Electrical BOS
Project-related $
– Efficiency & GCR
– Watts / project
© 2009 SunPower Corp.
22
Capacity Factor
Environmental conditions
– Total solar radiation
– Diffuse/direct & spectrum
– Ambient temperature,
wind, soiling conditions
Mounting
– Tracking vs. fixed
– Tilt angle
– GCR and shading
Performance
– Response to solar
radiation conditions
– Operating temp & temp
coef; Soiling
– Degradation rate
– System availability
Cost of capital
Perception of risk
Average financing
conditions
O & M
Reliability x number
of components
Operation (cleaning, …)Example:
For area-constrained
applications, high efficiency
allows more Watts for the
project (which has value to the
customer and further reduces
$/W by amortizing fixed costs,
like sales and permitting costs,
across more watts)
23
Simplified LCOE
Panel + Balance of Plant + O&M Costs
Sunlight Collection x Conversion Efficiency≈LCOE
Balance of Plant
High efficiency reduces materials (modules,
wiring, mounting, etc), installation, and
shipping costs
Low cost 1-axis tracking where applicable
Integrated value chain engineering
Lower $/W fixed costs for area-constrained
O&M Costs
High efficiency reduces O&M costs (e.g.
less to clean and upkeep)
Grouped trackers reduce number of
motor / controls
Experience & Closed loop learning
Sunlight collection
1-axis tracker adds up to 30% energy
(this reduces the $/kwh costs of modules,
inverters, wiring, monitoring, etc. by up to
23%)
Conversion efficiency
Higher panel power density
Superior performance in high
temperature, low light, and range of
spectral conditions
Low degradation / year
© 2009 SunPower Corp.
(eliminated discount rate, converted O&M to capital expense,…)
Some of the levers used by SunPower (plus experience and reliability to decrease financing costs):
Use of LCOE
Do NOT compare calculated LCOE to current average electricity prices!
LCOE should only be used to compare to the LCOE of alternatives, preferably after
correcting for differences in the value of the energy, value of assured price, and impact on
the country
– Why only compare PV LCOE to LCOE of alternatives instead of current electric rates?
Traditional fuel prices are expected to increase from general inflation, scarcity, and internalization of
environmental impact. General inflation will also increase non-fuel operating costs. This impacts the LCOE of
traditional fuel energy sources, but does not affect current electric rates.
LCOE discounts the value of future energy generation (so a high expected inflation rate will increase the
discount rate, thus increasing the LCOE). But, with high inflation, you would want to put in a hard asset like PV
with very little costs other than the up-front costs.
– Why correct for value of the energy?
Energy value at peak times is significantly higher than at off times (and PV matches the load curve well)
If possible, should also correct for other value/impact to the customer (e.g., carport shade, assured power)
– Why correct for value of assurance of the future cost of energy?
LCOE of PV reflects a firm guarantee at a known cost (the hard asset of the PV array backs that guarantee to
the first order, with the risk premiums included in the financing providing a backstop should the array
underperform). In contrast, current conventional energy prices include no guarantee of future prices.
Can correct for this difference by adding the cost of a guarantee on the alternatives prices over the same
contract length, backed by multiple layers of insurance.
– Why correct for value of impact on the country?
The differences in non-internalized environmental impact, job creation, and the value of accelerated cost
reduction of PV on future costs can be significant.
If you include subsidies for one technology, include them for the others (e.g., insurance for nuclear industry).
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© 2009 SunPower Corp.
SunPower Central Station Competes with MPR
$0.10
$0.12
$0.14
$0.16
$0.18
$0.20
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
25
Source: 2008 CA MPR, 25 year contract: CPUC Resolution E-4214 December 18, 2008
1) Time of Delivery Multipliers vary by utility
2008 Market Price Referent by Contract Start Year ($/kWh)
© 2009 SunPower Corp.
CELLS: TECHNOLOGY
Basic solar cell operation
V
I
V
I
Diode Solar cell in light
Sunlight creates current in the
opposite direction as the
applied voltage.
Isc
Rsh
Rs
Simple equivalent circuit
27
© 2009 SunPower Corp.
SunPower vs. Conventional c-Si Cell
28
Lightly doped front diffusion
• Reduces recombination loss Texture + ARC
Backside Mirror
• Reduces back light
absorption & causes
light trapping
Localized Contacts
• Reduces contact
recombination loss
Backside Gridlines
• Eliminates shadowing
• High-coverage metal
reduces resistance loss
.
.
Passivating
SiO2 layer
• Reduces surface
recombination loss
FRONT
BACK
Silver Paste PadAluminum
paste
Texture + ARC GridlinesN-Type
diffused
junction
.
.
© 2009 SunPower Corp.
SunPower cell efficiency
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2005 2006 2007 2008
Ce
ll E
ffic
ien
cy (
%)
20042003
20%
21%
22%
23%
24%
25%
20.6%
22.0%
23.4%
20.6%
22.4%
Laboratory Prototyping Results
Production median (Gen 1 & 2)
21.3%
29
Gen 3
Median production cell efficiency > 22.4%
© 2009 SunPower Corp.
Note Gen 2 distribution is
tighter than Gen 1 distribution
30
20.6
22.4
0.9
0.3
5.2
4.4
1.2 0.7
1.0 1.1
18
20
22
24
26
28
30
Gen 2 Gen 3
Effic
iency (
%)
Analysis of losses in Gen 1&2 Technologies
- -+P-MetalN-Metal
N-Diffusion P-Diffusion
N-Type bulk
FSF
ARC
Simulation of loss breakdowns in
Gen 1 and Gen 2 solar cells
Gen 2 Improvements
- thinner 190 --> 165 microns
- improved processes
- tighter pitch; smaller feature sizes
- improved edge and pad design
Gen 1 Gen 2
optical
resistive
recomb
© 2009 SunPower Corp.
CELLS: COST
Less silicon
Higher efficiency proportionately lowers silicon usage – (i.e., 20% efficiency cell uses half the silicon as a 10% cell).
SunPower’s back-contact architecture allows thinner wafers with no
loss in efficiency
32
Conversion
Efficiency %
Cell Thickness (microns)
Cost reduction
SunPower solar cell efficiency improves as wafer thickness decreases versus
conventional solar cells which become less efficient on thinner wafers.
Some changes to
raise efficiency, for
example a BSF, can
reduce the loss from
thickness reduction
in conventional cells
© 2009 SunPower Corp.
Novel wafering
(i.e., taking full advantage of ability high-efficiency cells to
work well with thin wafers)
Cleaved wafers (e.g., SiGen)
– From SiGen.net:
Thickness: “20µm – 150µm”
“Superior mechanical strength: 10X stronger”
Jet or laser sawing (e.g., Fraunhofer)
Others (electrical discharge, thermal expansion delta, etc.)
33
Kerf-free 50 μm c-Si wafer
© 2009 SunPower Corp.
Other cost reduction opportunities for high effic. cells
Capital Cost Reduction
– Equipment for high efficiency cell manufacture mostly at first or second
generation. Plenty of opportunity for:
Value engineering; component standardization
Tool availability improvement
Throughput optimization and line balancing
Improved automation (better yield, lower labor content)
Consumables Reduction
– Process optimization
– Water and power conservation
Process simplification
– Step elimination
Increased scale
– Plant size
34
(in addition to efficiency increase, thickness reduction, and lower ingot and wafering costs)
© 2009 SunPower Corp.
Phase 1
ENERGY / RATED WATT
36
The cell features which make SunPower cells high efficiency also lead to more energy per rated watt
Superior temperature performance
– Power coefficient of -0.38%/C vs. -0.5%/C for conventional silicon provides up to
~4% energy/W advantage (from high Voc vs. Eg)
– Also, runs cooler (from higher efficiency and better IR reflectance)
Superior light capture
– Retains performance at high-angle illumination (from front texture)
– Single-junction with wide spectral response (nearly 100% spectral response from
0.4-1.1µm)
Better low-light performance (from high shunt resistance)
No light-induced degradation
– Avoid immediate 2–3% degradation after first exposure to light (n-type wafer, so
no B-O defect complex)
© 2009 SunPower Corp.
More kWh/W – Temperature Coefficient
37
© 2009 SunPower Corp.
High efficiency cells have
lower temperature coefficient
Conventional panels have Tc
of approximately -0.5%/ C
High-efficiency panels can
have Tc as low as -0.35%/ C
Provides up to 4% kWh/W
advantage in real world
conditions
Nuremberg,
Germany
Phoenix,
AZ
SunPower,
-.38%/C dP/dT
0.990 0.923
Conventional silicon,
-.50%/C dP/dT
0.986 0.891
SunPower advantage 0.40% 3.60%
More kWh/W – Spectral response
38
Panels are rated for a defined spectrum, but spectrum of light changes through the day.
High efficiency cells have wider spectral response, hence better energy performance in real
world conditions (which include morning, evening, clouds, and high-noon)
Multi-junction 2-terminal cells are limited by the lowest current in the cell stack, so they can
perform poorly at spectral conditions other than standard
© 2009 SunPower Corp.
Wavelength, microns
Re
lative
Exte
rna
l Q
uan
tum
Eff
icie
ncy, %
0
20
40
60
80
100
AM 1.5 global spectrum0
1
2
3
4
5
Nu
mb
er
of S
unlig
ht P
hoto
ns (
m-2
s-1
mic
ron
-1)
E+
19
0.3 0.4 0.5 0.6 0.7 0.8 0.9 1.0 1.1 1.2
SunPower cell Conventional cell
More kWh/W – Low light performance
Low light conditions occur
in the morning, afternoon &
cloudy weather conditions
Loss at low light is
dominated by loss
mechanisms at low
injection (e.g. shunt
resistance)
High-efficiency solar cells
have better low light
performance, which
improves energy
production / rated watt
39
© 2009 SunPower Corp.
SunPower SPR-90
Mono Crystalline Silicon
Poly Crystalline Silicon
CuInSe2
Amorphous Silicon
Sharper knee of curve at low light levels
indicates better low light performance
More kWh/W - No Light Induced Degradation (LID)
40
Light induced degradation is caused by an interaction between boron doped silicon (used in p-
type solar cells) and oxygen. This effect has been documented by many research institutes.
* Excerpt from Photon International article, “A Call for Quality”, March, 2008
© 2009 SunPower Corp.
Third Party Validation- Best Energy Performance
© 2009 SunPower Corp.
41
Independent tests show that SunPower® Solar Panels deliver the highest energy performance (kWhs/kWp) at sites throughout the world
Independent Sites
ASU
CREST
University of Cyprus
7% more than CdTe
6% more than px-Si
12% more than a-Si
9% more than px-Si
7% more than px-Si
University of Stuttgart (IPE)
7% more than CdTe
7% more than px-Si
16% more than a-Si
For Stuttgart and Cyprus (3 year studies):
SunPower modules listed as Suntechnics STM200FW
More kWh/W – Field data Data from 3 year field test by the University of Stuttgart and University of Cyprus is
showing superior energy per rated W performance of SunPower‡ modules in Germany
and Greece vs. other 13 technologies tested†
– As with any single test using a relatively small sampling of modules, low performance by a company’s modules
should not be taken proof of typical performance
– Test methodology matters (e.g., an a-Si module would receive an unfairly high kwh/kW result if the rated power
is used as the baseline and the test is less than several years, and would receive an unfairly low kwh/kW result
if the initial power before light soak is used as the initial value.
– The industry would benefit from more independent studies like this (long-term, carefully monitored and analyzed)
42
† Latest data at: http://www.ipe.uni-stuttgart.de/index.php?lang=ger&pulldownID=12&ebene2ID=44
Paper with methodology at: http://www.pvtechnology.ucy.ac.cy/pvtechnology/publications/22EUPVSECucyipe.pdf‡ SunPower modules listed as Suntechics STM200FW.
3000
3100
3200
3300
3400
3500
3600
3700
3800
4000
4200
4400
4600
4800
5000
5200
5400 Cyprus: June 2006 – 7/13/09 Stuttgart, June 2006 – 7/13/09
© 2009 SunPower Corp.
MODULES
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20% Module
96 cell, 165 mm, AR
glass, 328 W
Total area efficiency
20.1%*
0
50
100
150
200
250
300
350
0% 5% 10% 15% 20%
Ra
ted
Po
we
r (W
att
s)
Module Efficiency (%)
Photon Buyers Guide, February 2008
* Verified by Sandia National Lab
96 cell, 150 mm, AR glass
96 cell, 165 mm, AR glass
96 cell, 150 mm
72 cell
Module with Gen 2 cells:
© 2009 SunPower Corp.
45
Module-value enhancements cost less per Watt in high efficiency modules
Anti-reflection (AR) Glass provides:
2.7% relative power gain
4.0% relative energy delivery gain
Field test with AR and non-AR modules
Field site with checkerboard pattern of AR and no-AR coated modules
© 2009 SunPower Corp.
Some of the other module impacts on LCOE
Modules designed for downstream savings (and thus
lower LCOE)
– Larger and/or easy mount on trackers or other applications
– Integration with end application solution
Module cost reductions
– Design innovations
– Value-chain development
– Includes increased levels of automation
46
© 2009 SunPower Corp.
SunPower progress on panel ahead of schedule
<$2/W
<$1/W
0
1.5
3
Q4 2009 Q4 2014
Panel Cost: $/WWithout Imputed Efficiency & Energy Delivery Value
47
$3
>20% efficiency module&
© 2009 SunPower Corp.
RELIABILITY
49
Importance of reliability
Degradation rate, % failure rate, and financier confidence in reliability
are important drivers of the LCOE
Customer confidence in the reliability affects average selling price
Passing the standard tests in necessary, but not sufficient to ensure
world-class reliability. Typical minimum is:
– Retention of electrical, optical, and mechanical properties for 30 yrs
– 25 years with <20% efficiency loss
– Support for claim of reliability
© 2009 SunPower Corp.
50
Reliability: SunPower approach
Standard tests (e.g., tests in IEC 61215; UL1703; IEC61730)
– HF10, DH1000, TC200, etc.
Test to failure with standard tests then FA
Non-standard tests to try to generate new failure modes
– Combination of stresses essential
FMEA (Failure modes and effects analysis)
– Modes from previous learning, science, and tests
Non-standard tests to develop acceleration factors
– Different stress levels; Measurement of continuous variable preferred
Field tests with acceleration
– Extreme voltage, illumination, air quality, …
Field tests across a range of normal conditions
© 2009 SunPower Corp.
51
Reliability example: SunPower interconnects
New approach
developed to
eliminate
interconnect
fatigue failure
Extended tests
(past standard of
200 cycles) found
no ribbon failure,
but some solder
creep
Redesigned
interconnect to
reduce force on
joint & changed
to SnAg material
system (less
creep and no Pb)
Validated
expected
improvements
and >30yr life
prediction
Field studies of traditional-cell modules revealed that interconnect failure
(fracture and bond failure) was the #1 failure mode for modules
© 2009 SunPower Corp.
Validation experiments included:
Acceleration factors calculated by theory and estimated from different
temperature and different dwell time thermal cycling
Coupons with 4 point measurement of all joints with continuous monitoring
during thermal cycling for >2000 cycles (10 times the industry standard) –
results well matched to prediction, with 0% failures with redesigned
interconnect in +90/-40C
52
SunPower interconnects
Module results from both automated and manual manufacture:
-5%-4%-3%-2%
-1%0%1%2%
0 250 500 750 1000 1250
Number of +90/-40C Temperature Cycles
Re
lative
Chan
ge
in E
ffic
ien
cy
IEC 61215 passing threshold
(5% loss in 200 cycles)
© 2009 SunPower Corp.
SYSTEMS
Residential
54
Plus: Smart-mount system, monitoring, packaged systems …
Building integrated Building applied
© 2009 SunPower Corp.
55
Germany Italy
United States Australia
Residential
© 2009 SunPower Corp.
56
Installed Cost Reduction Roadmap: 50% by 2012$/Watt 2006 Downstream
Cell/Panel
Silicon
Efficiency
2012
25%
10%
10%
15%
Target Reduction:
60%
Residential Example
© 2009 SunPower Corp.
Commercial
57
No roof penetrations;
easy to install
New integrated
module/frame/mount,
developed under DOE
SAI program
© 2009 SunPower Corp.
Power plants
58
Nellis AFB, 14.5MW FP&L, 25MW
© 2009 SunPower Corp.
59
PORTUGAL11 MW Serpa10 MW Ferreira
GERMANY10 MW Bavaria I3.0 MW Bavaria II1.6 MW Pfenninghof
KOREA6.0 MW Samsung2.2 MW Mungyeong2.0 MW JeonJu1.4 MW Hampyeong1.0 MW Gwangju
HAWAII1.5 MW Lanai
CALIFORNIA1.7 MW Lake County1.2 MW Peninsula Packaging1.2 MW Napa Valley College1.1 MW Rancho Water1.1 MW Grundfos Pump1.1 MW North Bay Reg. Water1.1 MW Inland Empire Utility1.1 MW Chico Water Recycling1.1 MW Agilent Technologies1.1 MW Skinner Water Facility1.1 MW Gap Pacific Distr. Ctr.1.1 MW Marine Corp AGCC1.0 MW Sonoma County Water1.0 MW Applied Materials
NEVADA15 MW Nellis AFB3.1 MW Las Vegas WD
SunPower Global Power Plant Presence 325+ MW by Q3’09
SPAIN29 MW Naturener23 MW Trujillo23 MW Jumilla18 MW Olivenza14 MW Lorca12 MW Almodovar11 MW Magasquilla11 MW Ciudad Real9.9 MW Zaragoza8.4 MW Isla Mayor8.3 MW Guadarranque6.9 MW Caceres6.0 MW Atersa4.8 MW Llerena3.8 MW Lebrija
PG&E Contracted250 MW CA Valley Solar Ranch
EAST COAST – U.S.26 MW FPL–Desoto10 MW FPL–SpaceCoast1.6 MW Merck1.0 MW FPL–NASA1.0 MW J & J1.0 MW QVC Network1.0 MW SAS Institute
ITALY2.3 MW Toletino1.0 MW Ferentino1.0 MW Siron/Soleto
Australia0.3 MW Marble Bar0.3MW Nagline
© 2009 SunPower Corp. 59
Track record of energy production: Bavaria Solarpark
60
Expected Energy Production Actual Energy Production
Actual vs Expected Production: 106%
2005 2006 2007 2008
12,000
10,000
8,000
6,000
4,000
2,000
Pro
du
cti
on
in
MW
h
60
© 2009 SunPower Corp.
In summary, high efficiency silicon modules reduce LCOE by helping with:
Capital cost
Module $/W
Area-related BOS
Electrical BOS
Project-related $
© 2009 SunPower Corp.
61
Capacity Factor
Environmental conditions
– Total solar radiation
– Diffuse/direct & spectrum
– Ambient temperature,
wind, soiling conditions
Mounting
– Tracking vs. fixed
– Tilt angle
– GCR and shading
Performance
– Response to solar
radiation conditions
– Operating temp & temp
coef; Soiling
– Degradation rate
– System availability
Cost of capital
Perception of risk
Average financing
conditions
O & M
Reliability x
number of
components
Operation (cleaning, …)
Better response to low
light, varying spectrum,
and off-axis illumination
Lower operating temp.
and temp. coef;
Reduced soiling with AR
glass
Lower degradation rate
High reliability modules and fewer connections
Fewer components.
Grouped trackers.
Experience.
Solid financials backing
good warranty
30% increase in CF with
low cost tracking
Can decrease GCR while
still meeting energy/area
requirement
Reduced silicon, wafering,
and module conversion in
some cases can result in
lower $/W module
Less power loss
with partial
shading;
Ability to design
around
obstructions
Proportionate reduction of
material, installation, and
shipping – can have very
large impact.
Smaller footprint and fewer
connections
More Watts/project in
area-constrained jobs
means less $/kW fixed
costs;
Higher efficiency gives
lower ground prep and
other land costs
Experience; proven
performance
Thank you