The Current status of Korean silicon photovoltaic industry and market Sangwook Park LG Electronics Inc.

Transcription

1 The Current status of Korean silicon photovoltaic industry and market Sangwook Park LG Electronics Inc.

2 contents 1.Introduction (World PV Market) 2.Korean PV market 3.Photovoltaics in LG Electronics 4.Products in LGE 5. Summary

3 Value chain of solar industry Poly-silicon Ingot / Wafer Cell Module System (mono) Roof (multi) Ground LG Siltron 6 / 23 LG Electornics BIPV * *BIPV : Building Integrated Photovoltaic

4 Cumulated installation in the world 22,878 15,675 MW 9,550 6,956 5,361 1,428 1,762 2,236 2,818 3,939 Global Market Outlook for PV until 2014, EPIA, May 2010

5 PV markets in the world Major PV Country Markets 2009 (GW) S. Korea Spain France China Belgium Czech Japan USA Italy Germany In 2009, the world PV market increased to 6.43GW from 6.08GW in 2008, growth of 6% over the year, compared to 115% growth in the previous year. Annual growth has now averaged a compound rate of 45% since Due to a result of the fall off in Spain, the growth rate had been declined. If Germany and Spain are excluded, the rest of the global market growth strongly by 89% from 1.76GW in 2008 to 3.33GW in Spain collapsed from 2.46GW to 0.1GW following a radical change in policy and regulations. New PV markets such as the US, Italy, China, Czech are expanding

6 Cell manufacturing capacity Germany EU USA India Japan China Taiwan Asia The total crystalline silicon cell production increased to 7.64GW in 2009, up 28% from 5.96GW in 2008 Japan s share of total global cell manufacturing capacity has fallen to 10% in Japan s relative decline has resulted from the faster growth of cell producers in China and Taiwan, whose share grew to 51% in 2009

7 Cell manufacturing capacity by Companies First Solar Suntech Q-Cell JA Solar Trina Solar Gintech Sharp Yingli Kyocera Sunpower Rest of World Most of cell manufacturers are crystalline solar cell manufacturer. However the increase of CdTe production capacity is dramatic. Chinese production is sharply increased.

8 Technology share mono Si multi Si CdTe a-si CIGS Ribbon others Crytstalline silicon solar cells are still major in the market. CdTe is dramatically increased

9 Investment in the domestic solar industry PV is the major investment among renewable energy in Korea - more than 70% of the total investment in Renewable Energy 100% 80% 60% 40% Etc. Wind PV 20% 0%

10 Sales of PV business in Korea Big increase in PV business - $ 30 million (2004) -> $ 2 Billion (2009) : 70 times 60% of sales from PV business in 2009 [ : ] 90,000 80,000 70,000 60,000 Total Renewable Energy Photovoltaic 50,000 40,000 30,000 20,000 10,

11 Module Efficiency Indices 16.0% Crystalline Silicon Module Efficiency Index 15.5% 15.1% 15.3% 15.4% 15.0% 14.7% 14.7% 14.5% 14.4% 14.3% 14.4% 14.2% 14.0% 13.6% 13.9% 13.6% 13.7% 13.5% 13.2% 12.9% Mono 13.0% Ave. Multi 12.5% It is clear that modules of higher efficiencies are on the way This year, the companies driving the increase on multi efficiency are Mitsubishi, Sharp, Suntech and Kyocera. Efficiency improvements in multi are clearly being implemented more aggressively than in mono from this picture.

12 Commercial Technology Standard screen printed solar cells Selective emitter solar cells metal Front metal n P type Si ++ p-type n + Al Efficiency : 14 ~ 18 % Line Width: 100~150 μm Poor Aspect Ratio: 0.15 Poor metal Conductivity: 5x10-6 Ωcm High Shading Loss: 10~12% High Contact Resistance High Emitter Diffusion: bad blue response 1. Increase blue response 2. Reduce contact resistance 3. Reduce recombination 4. Efficiency: ~19%

13 Commercial Technology HIT (Heterojunction with Intrinsic Thin film) IBC (Interdigitated Back Contact) AR coating ITO ( conductive AR layer) p a-si:h (5nm) i a-si:h (5nm) hole electron n-type Si wafer Front surface field P N P N P N Thin film N-type wafer Passivation layer Electrical contacts n a-si:h (BSF) Metal - Heterojunction high Voc - thin p-layer reduce recombination high Jsc - n-type wafer - high manufacturing cost - No Shadowing loss on the front - high quality n-wafer 17 / 23

14 LGE PV R&D History II. LG Electronics PV Biz. LGE History R&D c-si PV : Start PV R&D in LG Chem : LGE R&D for high Eff. solar cells : LG Chem. + LGE for R&D : Investment for production : construction for PV production line : specified A Certified Laboratories for PV in LGE : capa. 120MW (Cell and module) : capa. 330MW (Cell and module) Thin film PV : thin film R&D in CTO : 6% of conversion Eff : 10% of conversion Eff : 11.1% of conversion Eff. CIGS solar cell in LG Innotek more than 13% of conversion Eff. In large area

15 High Power Mono Module (PV Expo in Kintex in Korea 2010) Cell array: 6 X 10 (60 cells) L x W x H : 163.2cm x 98.6cm x 4.2cm Cell type: High Efficiency Monocrystalline Solar Cell Al-anodizing Frame General information 260W Module Efficiency: 16% For premium residential & commercial market High Module Power with high efficiency cells LG technology (In-House) Power Warranty: 12 year/90%, 25 year/80% Positive Tolerance (Output power): +3% / 0% Mechanical load : 5400 Pa Light weight for easier installation (19.0Kg) Certification : TUV / UL / KS (on processing)

16 Quality control - Power tolerance - Reliability - Certification - 0~+3% Plus power Power comparison Warranty: 5 years power warranty 12 yrs 90%, 25yrs 80% Nominal Pmax 0 + 3% - 3% Warranty Market 3yrs LGE 5yrs Market Difference LGE Power warranty 90% Market LGE 10yrs 12yrs Nominal Pmax 0 + 3% 80% Market LGE 20yrs 25yrs

17 High Power Multi Module (PV Expo in Kintex in Korea 2010) Cell array (type) : 6 X 10 (Multi) L x W x H : 163.2cm x 98.6cm x 4.2cm Multicrystalline (Black) Al-anodizing Frame General information 240W For residential & commercial market High Module Power with high efficiency cells All black colored module LG technology (In-House) Power Warranty: 12 year/90%, 25 year/80% Positive Tolerance (Output power): +3% / 0% Mechanical load : 5400 Pa Light weight for easier installation (19.0Kg) Certification : TUV / UL / KS (on processing)

18 Bifacial High Efficiency Solar Cell Key technologies High Efficiency - Material : N-type wafer has superior performance than P-type (bulk lifetime, minority carrier diffusion length) - Cell structure : Good rear passivation Ag Finger & busbar N-type Wafer SiNx Passivation Boron doped Phosphor doped No LID (Light Induced Degration) - P-type cells have LID because of the Boron-Oxygen complexes - N-type cells have no LID because they use Phosphorous doped wafers Bifacial Functionality : Producing more power using back generation Incident light Ag Finger & busbar SiNx Passivation SuN cell Incident light

19 Why LG? LG will be one of global top solar companies by providing our customers with very reliable products and services. Why LG? Strong Fundamental & Potentiality Long Business History Strong Financial Fundamental High brand recognition & preference globally Global Presence (114 offices worldwide) Strong Brand Skilled Production Experienced manufacturing labors in sophisticated products On-time Delivery through advanced SCM & Logistics Logistics Quality Control Semi-Conductor level quality control Well-established 6 sigma, TQM R&D Experience Long history R&D experience

20 Possible collaborative research with UNSW in Australia School of Photovoltaic and Renewable Energy Engineering ARC Photovoltaic Centre of Excellence Undergraduate Education Postgraduate Photovoltaic and Solar Energy Renewable Energy Engineering Research 1 st st Generation 2 nd nd Generation 3 rd rd Generation Commercialisation

21 Summary Solar business is booming so far. Annual growth has now averaged a compound rate of 45% since Faster growth of cell producers in China and Taiwan Crytstalline silicon solar cells are still major in the market. PV is the major investment among renewable energy in Korea 260W (mono) and 240W (multi) are available in LGE LG will be one of global top solar companies by providing our customers with very reliable products and services.