SEMI PV GroupIntroduction to the Global Photovoltaic

Initiative

Bettina WeissSr. Director, PV Group

Outline About SEMI & PV Group

Why PV?

PV Group Initiatives

• Standards

• Policy

• Roadmapping

• Collaboration

Strategic Alliances

Teaching students about

solar energy

A Case for PV in India- White Paper Washington Forum

SEMI Membership Worldwide SEMI Members participate in the global supply chains for the manufacturing of

• Semiconductor• Photovoltaic• Flat Panel Display• Nanotechnology• MEMS• LED / SSL

1860 Total SEMI Members including 178 Affiliate, Allied and Associate Members

JAPAN542 Companies (29%)

ASIA569 Companies (31%)EUROPE

193 Companies (10%)

SEMI Members Worldwide(as of November 3, 2009)

NORTH AMERICA556 Companies (30%)

SEMI International Board of DirectorsEnergy/PV Solar Standing Committee

• M. Splinter, President & CEO Applied Materials – Committee Chair

• T. Higashi, Chairman & CEO Tokyo Electron Ltd.

• S. Kohyama, President & CEO Covalent Materials Corporation

• G. Rauter, COO Q-Cells

• Z. Shi, Founder, Chairman & CEO Suntech Power Holdings

• E. Weber, Director Fraunhofer-Institute for Solar Energy Systems

Why PV?

Over the past 5 years, SEMI members and other industry stakeholders in the semiconductor and FPD industries have expanded their business into PV

As a semiconductor technology, PV is a natural extension of our members’ product portfolio

Increasingly favorable legislation in mature and new markets andhistoric technology know-how have created significant opportunities for our members

And… PV pure players need representation on a regional and global level

PV Group – Who Are We?

The SEMI PV Group is the global industry association for the solar energy manufacturing supply chain.

Our member companies provide cells, modules, equipment and materials to the global supply chain.

Our mission is to advance the growth and profitability of PV Group members through sustained long term growth of the global PV Energy Industry with focus on:• Continuous manufacturing cost reductions• Global market transformation• Sustainable business practices

PV Group Mission Our mission is to advance the growth and profitability of PV Group

members through sustained long term growth of the global PV Energy Industry with focus on:

• Continuous manufacturing cost reductions• Global market transformation• Sustainable business practices

We accomplish our mission through:• International standards development• Networking events• Public Policy advocacy• Environmental, Health & Safety support• Market information & Statistics• Technology Roadmap development

Through our global membership we collectively address the critical issues of our time to find ways to reduce costs, accelerate innovation and profitably advance the industry.

Global Strategic Priorities

Market Transformation

• Public Policy in all key markets

• Market Research and Intelligence

• Global EHS Standards, Regulatory and Sustainability Issues

• Supply Chain Engagement

Accelerating PV Manufacturing Cost Reduction

• Industry collaboration and Technology Roadmap Initiatives

• Manufacturing Standards Development

• R&D & Innovation; Consortia development

Free Trade and Open Markets

Building a Sustainable & Profitable Global Industry

PV Group – Our Focus is Manufacturing

More than 500 SEMI member companies form PV Group, many of them with history and expertise in semiconductor manufacturing

Over 100 PV “pure players” are members

All SEMI core manufacturing competencies extended to PVInternational Standards

Public policyMarket intelligenceEHSEducationEvents

PV Group Initiatives – Progress Through Collective Engagement

Regional PV Advisory Committees provide strategic guidance to deliver on specific objectives and tasks.

Established in Europe, North America, China, India, Taiwan and Korea.

US PV Advisory Committee focused on:

• Manufacturing • Public policy• EH&S/sustainability

Partial list, 6/10.

PV Standards – Global PV Committee Global PV Standards Committee formed within SEMI International

Standards Program Chapters in Europe, US, Taiwan, Japan (China in formation) Over 30 PV Standardization activities underway Over 400 technical experts from leading companies Areas of activity:

Analytical test methods

Cell and module vibration test method

Cell appearance and defect detection

Cell specification template

Connector ribbon

Equipment to equipment communication

Minority carrier lifetime

Process chemicals and gases

PV wafer defect metrology

PV wafer and cell transport carriers

PV wafer mark and ID

PV wastewater treatment

Silicon wafers used as PV solar cells

Single substrate tracking

Solar grade silicon feedstock

Surface roughness & texture of PV Materials

Thin film substrate dimensions

Transparent conductive oxide

Opportunities for Collaboration

Source: Applied Materials, DuPont (ISS US)

Roadmap Activities

“Group of 8” engagement in Europe• March 2010: 8 major European c-Si cell manufacturers formed Special

Interest Group in SEMI PV Group Europe auspices to work on crystalline silicon technology roadmap

• Early draft/conceptual paper available at http://www.itrpv.net

US Industry Collaboration Effort• Started with joint DOE/PV Group workshop in 2009• Survey and survey results webinar in October/November ’09 • Collaboration workshop at Intersolar North America 2010 today at

2:00 PM, Intercontinental Hotel – register now!

“Roadmaps define where the industry competes, standards define where they collaborate.”

Public Policy

Active policy and advocacy support through SEMI regional offices Representing member and industry needs in diverse markets

across the globe• Supporting RE legislation and pushing for fast implementation• Encouraging legislators to increase solar portion of RE legislation• Engaging law makers to tie in policy with domestic supply chain

support

Hosting policy events in Europe, N. America and Asia to foster direct dialogue among industry and legislators

Market Research

Strong network of strategic partners in market intelligence• Greentech Media• Lux Research• AltaTerra Research• EuPD Research• Gartner• Linx Consulting• IMS Research• Others

PV Equipment Book-to-Bill Report in progress Outreach to US Department of Energy to contribute to supply chain map in

all 50 states

Partnering for Greater Member ValueSupply Chain Mgmt(through Installation)

White Papers

Exposition /Media Partnerships Public

Policy Network

Standards

Roadmaps

Sustainability& EHS

Industry Research & Statistics

Regional Advisory Committees

Regional Solar Trade Associations

Collaboration and strategic alliances with other organizations and government agencies have been a core principle in SEMI for 40 years

PV supply chain dynamics demand strength in core competencies and intelligent partnerships in adjacent segments and areas of lesser expertise

Partners benefit from PV Group’s global footprint, strong regional communities and breadth of service portfolio

PV Group members gain access to potential customers in adjacent segments, contacts and in-depth information

SEMI PV Group Presents: PV Programs at the Intersolar ConferenceAll programs are at the Intercontinental Hotel.

Monday, July 12, 20109:00am–6:00pmNorth American. PV Fab Managers Forum (completed)

Tuesday, July 13, 20102:00pm–6:00pmThe Middle Ground – The Role of Industry Collaboration in PV Manufacturing to Accelerate the Path towards a Sustainable Energy Future

Wednesday, July 14, 20109:00am–1:00pmPublic Policy – The Federal Government’s Role in Supporting Manufacturing Strength in the U.S.

Thursday, July 15, 20109:00am–1:00pmDelivering on the Promise of Sustainable PV Manufacturing

Join Us Join the leaders in the PV supply

chain in collectively addressing the critical issue of our time

Work with us to find ways to collectively reduce costs, accelerate innovation, and profitably advance the industry

Help us serve the industry for our member interests, for our children and our planet.

www.pvgroup.org WE CAN CHANGE THE

WORLD

TOGETHER