Tomlinson Printed Electronics And Photovoltaics Europe 2011 040111 Static

14/19/2011 Copyright of Ascent Solar ©


In addition to historical information, this presentation contains forward–looking statements that are based on assumptions made by management regarding future circumstances over which the company may have little or no control and involve risks, uncertainties and other factors that may cause actual results to be materially different from any future results expressed or implied by such forward–looking statements. These factors include, among others, the following: general economic and business conditions; the company’s cost of operations; the success of cost containment initiatives, including costs arising from changes in regulations; availability and cost of capital; the success of growth initiatives; the effect of regulation on consolidation of the industry; the ability to generate earnings from capital investment; and those risks and uncertainties described in the Risk Factors section of the Company’s Form 10-K filed with the SEC for the year ended 12/31/09. The Company is not obligated to update its forward–looking statements to reflect the impact of future events.

Forward Looking Statements


Company Snapshot

Founded: 2005 (technology initially developed at

ITN Energy Systems in early 1990’s)

IPO: July 2006

Headquarters: Thornton, CO

Technology: Thin-film CIGS

(flexible, plastic substrate)

Manufacturing:

Mfg Process: Roll-to-roll manufacturing, monolithic

integration, intelligent process control

Status: Transitioning from development stage

to commercial production of thin-film

CIGS modules

End Markets:

1.5MW pilot facility completed

30MW facility ramping to full

commercial production

Consumer Power

Emerging Off-Grid

Transportation

Defense

BIPV


5-Meter Module

• Worlds Largest Monolithic

Flexible Product

2-Meter Module

• Highest Power Density in

a Flexible Form Factor

Premier Module• Up to 5.0-Wp• Weight of only 105-grams

Custom Modules• Custom form factor• Custom output

Targeted at large area

applications

Targeted at 12-volt and 24-volt

applications

Ascent Products

Custom products based on the Premier

module as a building block

Custom cells sizes possible depending

upon order volume and pricing


What is Parity?

Lif

e C

ycle

Co

st

Solar Solution

Traditional Energy

Sources

Evolving Value Propositions

Over Time

The Life Cycle Cost of Solar Solutions has improved over time and are now directly

competitive with Traditional Energy Sources in various applications


Off-Grid Applications

Reductions in PV manufacturing cost

Economies of scale

Improvements in efficiency

Increasing cost of alternatives

Diesel fuel (generators)

Societal concerns

Public health (indoor air quality)

Decreasing power requirements

Energy efficiency improvements due

to related technologies (LEDS)

Grid-Connected Projects

Reductions in PV manufacturing cost

Economies of scale

Improvements in efficiency

Increasing cost of alternatives

Carbon Pricing

Societal concerns

Environmental (Fukushima)

Market Incentives

Decreasing subsidy levels in a

number of primary markets

Parity: Drivers and Enablers

Grid-Connected markets are still subsidy dependent. Recently, governments have

reduced incentive levels in primary markets creating significant demand uncertainty.


Off-Grid Applications

Habitation

Industrial

Consumer Power

Transportation*

* An emerging market


Demand for Off-Grid Solutions

Overlaying maps which show areas with an established electric grid (white) and the

world population (red) one sees large areas of population in areas with no grid electricity


Need for Electricity

There are over 1.5 billion people in developing countries without access to

electricity and another billion without reliable access to electricity

Latin America

34-million

Africa

590-million

Middle East

21-million

South Asia

614-million

East Asia

195-million

Source: World Energy Outlook, 2009, International Energy Agency (IEA)

Number of people without access

to electricity by region in 2008


Off-Grid Market Requirements

Supply diesel engines and

generators across India and

the Middle East

Customer Wish List Ascent Value Proposition

• Reliability: Long life with minimal maintenance• PV is a proven technology

• No moving parts, does not require maintenance

• Durability: Must not be easily damaged• No fragile glass

• Modules are highly impact resistant

• Deployability: Easy to set-up and take down• Lightweight

• Foldable or easily rolled

• Portability: Low shipping cost and easy to

distribute

• Lightweight

• Very durable, can take abuse during shipping

• Affordable: Both low cost and good value for

money

• Roll to roll production

• Scalable and simplified solutions

• Aesthetics: Needs to be good looking• Consistent and uniform color

• Henry Ford’s black

Supply lightweight and

flexible solar solutions


Ascent PV Modules for powering

secondary electric systems

October, 2010

Truck cabin integrated

with Ascent Solar

PV modules

December, 2009

Green ImageComfort: Pre-ventilation

Energy saving CO2-reduction

Transportation Applications

Ascent modules on

SNCF commuter railcar

August, 2010

Ongoing development for

integrated automotive systems

http://www.gettyimages.com/detail/sb10064290p-001/Photodisc


Transportation Market Forecast

0

50

100

150

200

250

300

350

2009 2010 2011 2012 2013 2014 2015

MW

p

Trains

Automotive

Vans and Light Commercial

Bus and Heavy Commercial

Source: Ascent Internal Projections

Ascent Demand Projections for Transportation Applications


Structure

Chemistry

Module Construct

Substrate

Integration

Thin-Film PV

Polycrystalline

CIGS

Monolithic Discrete Discrete MonolithicMonolithic

CdTe

Rigid Flexible

Glass Stainless SteelGlass Plastic

Rigid

Flexible module

The Ascent Advantage

Representative

Companies

Technology

Thin-Film Competitive Landscape

RigidFlexible

Discrete Monolithic

Silicon

Monolithic

Stainless Steel GlassPlastic

Amorphous

Lightweight

Flexible encapsulant

11% efficiency (high volume)

Parallel circuitry

Unique Approach to CIGS


Construction of Ascent Cells

P1 P2 P3

There are three separate

scribes made for each unit cell


Manufacturing Process


Discrete Process1. Deposition on a conductive material

2. Cut material into discrete units

3. “Shingle” cells and assemble module

Monolithic Process1. Deposition on a insolating material

2. Laser scribe: does not cut substrate

3. Screen print leaves complete module;

No Assembly Required

Monolithic Integration


Thank You

Daniel Tomlinson

Senior Sales Manager

[email protected]

Tomlinson Printed Electronics And Photovoltaics Europe 2011 040111 Static

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