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The Landscape of Solar Industry in China

The Landscape of Solar Industry in China. Landscape of Solar Industry in China. 8 IPO’s since 2005,100+ solar fab’s built In 2009, volume of polysilicon is ~49% of WW market, volume of solar cell is ~30% WW market Ecosystem has been built up and tuned up

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The Landscape of Solar Industry in China

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  1. The Landscape of Solar Industry in China

  2. Landscape of Solar Industry in China • 8 IPO’s since 2005,100+ solar fab’s built • In 2009, volume of polysilicon is ~49% of WW market, volume of solar cell is ~30% WW market • Ecosystem has been built up and tuned up • Value chain covers polysilicon, wafer, solar cells, and solar PV modules. • Infrastructure built up includes solar production equipment and materials. • Slowing down investments in polysilicon production capacity in light of WW over-supply seen in 2009.

  3. Rapid and Massive Build Up of Polysilicon Production Capacity

  4. Know Issues and Proposed Solutions • Known Issues • Mobs mentality for investment in poly-si PV technology • Over-capacity resulting in big loss in return on investment • Outdated technology polluting the environment • Lack of industry standards and the bilateral readiness for seamlessly tying solar power back to the existing grid • Proposed Solutions • Effectively administering the solar energy industry with modern policies and regulations • Deploying utility scale renewable energy farms near the population centers and executing the plans for rural electrification to support the off-grid population • Establishing industry standards and actively guiding and administering the investment in technologies

  5. Government Support to Solar Industry • Central government announced policy to support BIPV with subsidy of 20RMB/W in March of 2009. • Central government approved 10MW solar farm project in western China targeting 1.09RMB/KWh in June of 2009. • Central government announced support to Golden Sun Demonstration Projects in July of 2009 and committed up to 50% of investment in each of 257 approved projects ranging from 500KW to 50MW for a total capacity of 600MW. • Power companies in China started active acquisition of land for utility scale solar farms in 2009.

  6. New Energy Stimulus in China • China to establish 15% renewable energy by 2020. • China to achieve 40-45% carbon reduction from 2005 level by 2020. • China to increase solar power capacity from 100MW in 2009 to 20GW by 2020, a 200X ramp in 11 years equivalent to ~61.82% annual compound growth rate (ACGR). • Central government to invest 3T+RMB in New Energy Industry (Nuclear, Wind, and Solar). • According to sources that central government will ultimately invest ~4.5T+RMB in stimulus and that will attract investment at the scale of ~9T+RMB from both the public and the private sectors.

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