Post on 06-Sep-2018
© SolFocus, Inc. 2009Patents Pending
Concentrator PVDeployment ExperienceAnd US Opportunities
Kelly DesyManager, Government Relations
and Public Policy
Slide 2
© SolFocus, Inc. 2009; Patents Pending
Provide Lowest Cost Solar Energy in High DNI
(Sunny) Locations
• High Efficiency Systems
• Low-cost, High Volume Manufacturing
• Highest Reliability and Field Durability
• Field Deployment Expertise and Experience
SolFocus Vision
Slide 3
© SolFocus, Inc. 2009; Patents Pending
Agenda
CPV Technology and Application
Global Deployments
Expanding the PV Market
CPV in the US Market
Concluding Comments
Slide 4
© SolFocus, Inc. 2009; Patents Pending
Optics Collect & Focus a Large Area of Light onto a Small
Solar Cell
– Approaches: Refractive (Fresnel), Reflective (Mirrors), or
Combination
– Concentration: (HCPV) 400 – 1,200 Suns Currently
Concentrator PV (CPV) Technology
Slide 5
© SolFocus, Inc. 2009; Patents Pending
Use High Performance (>2x efficiency than Silicon) Multi-
junction Cells
Provide Performance Stability at High Temperatures
Tremendous Headroom for Future Improvements
Accurately Track the Sun Throughout the Day – Dual
Axis
Excellent Match to Peak Demand
Concentrator PV (CPV) Technology
Slide 6
© SolFocus, Inc. 2009; Patents Pending
Result: High Efficiency Panels
Highest conversion efficiency
Steepest future increases in efficiency – significant headroom
Efficiency is key driver of LCOE
0%
5%
10%
15%
20%
25%
30%
35%
2007 2008 2009 2010 2011 2012
Ra
ted
Eff
icie
nc
y
First Solar Q cells (typical PV) SunPower SolFocus
SF1100
SF1000
Thin Film
Best in Class
Silicon PV
Average
Silicon PV
Best of Class
SolFocus
CPV
Slide 7
© SolFocus, Inc. 2009; Patents Pending
High Efficiency Advantages
Highest Energy Output per MW Installed
Less Installed Equipment for Same Energy Output
Tracking For High Energy Yield Matched to Peak Demand
Scalability Ideal for Distributed Generation
0.00
0.50
1.00
1.50
2.00
2.50
3.00
3.50
Mohave: DNI 8.3 kWh/m2/Day
SolFocus Typical PV 1 axis Thin Film Typical PV Fixed
Energ
y/R
ate
d P
ow
er
(MW
/kW
p
Slide 8
© SolFocus, Inc. 2009; Patents Pending
No Solar Silver Bullet
Lowest LCOE potential
High energy density
Matches peak load
demand
Best in hot climates
Readily scalable to GW
Tracking for high yield
Requires direct sunlight
Photovoltaics (PV)
Conventional Si
Concentrator PV
CPV
Thin Film Concentrated Solar Power
CSP
Mature technology
Indirect sunlight
acceptable
Tracking optional
Efficiency approaching
limits of technology
Performance
degrades at high
temperatures
Indirect sunlight
acceptable
Less temperature
degradation than
silicon PV
Suited to rooftops/
construction
Lowest Efficiency
Cost effective in large
installations
Mature solar
technology
Significant water usage
(850 g/MWh)
Requires large
deployments for cost
efficiency
Slide 9
© SolFocus, Inc. 2009; Patents Pending
CPV
Crystalline
Thin Film
CPV Best in Sunny Regions
CPV
CPV
Fastest Growing, Best-ROI Solar Markets
~35% of Land Area, 40% of Global Population
1,890 – 3,000 Wm2 per year (Phoenix average 2,260)
Slide 10
© SolFocus, Inc. 2009; Patents Pending
Low Cost Solar Energy
LCOE numbers shown are mean numbers for Si PV and CdTe Thin Film
LCOE numbers encompass all costs including equipment, installation, BOS, repair and replace, maintenance, CapEx
LCOE calculations are based on Phoenix, AZ location; inflation 2.5%; real discount rate of 7.5%
Source: industry reported data through 2010, projections through 2012
0
5
10
15
20
25
30
2009 2010 2011 2012
Mean PV Mean TF CPV
¢/k
Wh
CPV is on the Fastest Cost Reduction Path
Slide 11
© SolFocus, Inc. 2009; Patents Pending
Agenda
CPV Technology and Application
Global Deployments
Expanding the PV Market
CPV in the US Market
Concluding Comments
Slide 12
© SolFocus, Inc. 2009; Patents Pending
Puertollano and Almoguera, Spain
Installed June – August 2008
500kW SolFocus, 3MW Total
Facility
5-6 Different Technologies
Power Plant and Test Facility
Slide 14
© SolFocus, Inc. 2009; Patents Pending
7.2kW SF-1000 CPV Systems
Installed June 2008
Fremont, CA
PG&E – KGO – SolFocus Showcase
Slide 15
© SolFocus, Inc. 2009; Patents Pending
Reliability Designed into Product
Only CPV Product Certified to IEC 62108 Standards
Only CPV product CEC Listed for CSI Rebates (CA)
Equipment in Field for 3 Years with Support Data
Dedicated Reliability Team Independent of Engineering
Dedicated Quality Team from Supply Chain to Field
Reliable and Proven
Slide 16
© SolFocus, Inc. 2009; Patents Pending
Agenda
CPV Technology and Application
Global Deployments
Expanding the PV Market
CPV in the US Market
Concluding Comments
Slide 17
© SolFocus, Inc. 2009; Patents Pending
General Consensus in PV Market Forecast from Range of Analysts
– Flattening of demand in 2009, followed by renewed strong growth
– Estimated world wide PV market of 5.5-7GW in 2010, 7-9GW in 2011, 10MW in 2012
Ground Mount Assessed as Expected Percent of Total PV at Country Level
Approximately 50% of Total Demand Available to Ground Mount Solutions
Market Size and Trends
* Demand forecasts are subject to uncertainty.
Goldman Sachs (2008)
Prometheus, 2007
GreenTech Base, March 2009
GreenTech Low, March 2009
Barclays Base, May 2009
GreenTech, Scaled for Ground Mount
EPIA Moderate
0.0
2.0
4.0
6.0
8.0
10.0
12.0
14.0
16.0
2006 2007 2008 2009 2010 2011 2012
GW
Year
Slide 18
© SolFocus, Inc. 2009; Patents Pending
CPV Highest Growth Sector of PV Market
43% Growth > 6
DNI Regions
CPV Competitive Above 6 DNI in 2010; 1.2GW Available Market
Moving Forward will be Competitive at Lower DNI Ranges
6+ DNI Range Growing at 43%; <6 DNI regions Growing at 26%
Slide 19
© SolFocus, Inc. 2009; Patents Pending
Agenda
CPV Technology and Application
Global Deployments
Expanding the PV Market
CPV in the US Market
Concluding Comments
Slide 20
© SolFocus, Inc. 2009; Patents Pending
Ideally Suited for the SW U.S.
Source: SWERA and NREL
Slide 21
© SolFocus, Inc. 2009; Patents Pending
The American Recovery and Reinvestment Act of 2009 • Expanded tax credits for capital investments in solar projects
• Solar project grants in lieu of ITC
• Loan guarantees for emergent technologies
• State Energy Programs
• RD&D funding
• Federal agency procurement
• Manufacturing investment tax credit
Renewable Portfolio Standards and DG/Solar Carve-Out
Production Incentives• California Solar Initiative
• Feed in tariffs
Net Metering• Expanding legislation in sunny states
• Industrial, commercial and local government
US Market Drivers – Near Term
Slide 22
© SolFocus, Inc. 2009; Patents Pending
American Clean Energy Security Act (ACES)
• National RES
• Cap on emissions puts a price on carbon
• Investment in new clean energy technologies
• Clean energy bank
Increasing Public Awareness and Demand
Environmental Policy
US Market Drivers – Long Term
Slide 23
© SolFocus, Inc. 2009; Patents Pending
Best in Class Thin Film Land Use: 2.3 acres
SolFocus Land Use: 2.0 acres
Best in Class Thin Film
Permanent Shading:
1.2 acres
SolFocus Panels:
0.4 acres
SolFocus CPV Results in Much Less Land Impact than Thin Film for
Given Energy Output
No permanent shading
On-going land impact
limited to pedestal area
Less total land use
required
Land Impact
Assumptions: SolFocus: 25% efficiency, 20% GCR;
First Solar: 11% efficiency, 50% GCR , High DNI
location (Mojave).
Land impacts for SolFocus and 11%
Efficient Thin Film Solutions
(1 GWh/Year site)
SolFocus Land Impact: 0.01 acres
Slide 24
© SolFocus, Inc. 2009; Patents Pending
Scalability from Small to Large Utility-Scale Plants
Deployment Size Flexibility while Maintaining Cost Effectiveness
Solutions Expandable with Growing Demand
Ideally Suited for Distributed Generation near Use Points
Scalability of Plant Size
2 MW
20-50+ MW
200 kW
1.5 MW Industrial
Slide 25
© SolFocus, Inc. 2009; Patents Pending
Best Cradle-to-Cradle Footprint
• Minimum Use of Photovoltaic
Materials
• High Recyclability (97%)
• Short Energy Payback
Optimized Land Use
• No Permanent Shadowing
• Single Pole Trackers, Minimal
Land Coverage/Disruption
• Flexible Layout of Sites for
Reduced Environmental Impact
Ideal for Large-Scale Distributed
Generation
No Water Consumption
Environmentally Advantaged
SolFocus CPV System;
Recyclability based on Weight
Steel 53%
Aluminum
25%
Glass 19%
Copper 1%
Non-recyclable 3%
Ave
rag
e y
ears
for
each c
ate
gory
SolFocus
CPV
Other CPV Cadmium
TF
Silicon
PV
Energy Consumed
Energy ProducedEnergy Payback Time
(EPBT)=
Slide 26
© SolFocus, Inc. 2009; Patents Pending
CPV – A Validated Market?
In Conclusion
High Concentration Systems Cells
Abengoa Solar Energy Innovations Scaled Solar Arima
American CPV Enfocus Sharp Azur Spze
Amonix Entech Sol3g CESI
Arima Ecoenergy ESS SYSTEM Solar Systems Cyrium
Boeing EverPhoton Solar Tech Emcore
Concentracion Solar La
Mancha
Green & Gold Solar Tec AG Epistar
Concentrating Tech. GreenVolts SolFocus IQE
Concentrix Solar Guascor Foton Soliant Energy Microlink Devices
Cool Earth IBM Sungri Quantasol
Daido Steel Isofoton Xtreme Energetics Sharp
Delta Electronics Menova Spectrolab
Emcore Opel Spire
ENEA Pyron VPEC
Slide 28
© SolFocus, Inc. 2009; Patents Pending
Providing Advanced Technology Solutions
Advancing America’s Clean Tech Industry
Renewable Energy Leadership and Excellence
Slide 29
© SolFocus, Inc. 2009; Patents Pending
CPV Brings Highest Conversion Efficiency
CPV Delivers Highest Energy Harvest
CPV Provides Lowest Cost of Energy in Target Markets
CPV Is the Most Environmentally Advantaged
Innovation for a New Energy Future
Slide 30
© SolFocus, Inc. 2009; Patents Pending
THANK YOU
For more information or to see deployed
SolFocus solar solutions go to:
www.solfocus.com