solar top 10
DESCRIPTION
A detailed ranking of the TOP 10 solar producers. Presentation includes MW produced, 2011 previsions, price of panels, technology used... Plus analysis of the trends in the industryTRANSCRIPT
Bernhard Baumgartner [email protected]
Ranking
Current Ranking
MW installed
MW installed 2010
2011
MW installed 2009
2009 2011
Technology
Technology breakdown
Company logo
Green: above average Red: below average
Price mono Price poly Price thin film
1
2 400 MW
1 585 MW 2010
2011
704 MW 2009
2 1
C-Si
Mono Poly
Price mono
2
2 200 MW
1 463MW 2010
2011
520MW 2009
6 2
C-Si
Mono Poly
3
2 100 MW
1 412 MW 2010
2011
1 100MW 2009
1 3
CdTe
CdTe
Price thin film
4
1 500 MW
1 060 MW 2010
2011
525MW 2009
5 5
C-Si
?? ??
Price mono Price poly
5
1 700 MW
1 050MW 2010
2011
399MW 2009
8 4
C-Si
?? ??
Price mono Price poly
6
1 230 MW
1 014 MW 2010
2011
585MW 2009
4 9
C-Si CIGS
?? ??
Price poly
7
1 500 MW
945MW 2010
2011
360MW 2009
11 5
C-Si
?? ??
8
1 250 MW
910MW 2010
2011
595MW 2009
3 8
C-Si a-Si
?? ??
Price mono Price poly Price thin film
9
1 260 MW
827MW 2010
2011
368MW 2009
10 7
C-Si
mono poly
C-Si
mono poly
10
800 MW
650MW 2010
2011
400MW 2009
7 16
C-Si
?? ??
Price poly
Analysis
Company Comparisons Future growth Key factors for success
Producers Evolution
0
500
1000
1500
2000
2500
Suntech JA Solar First Solar Yingli GreenEnergy
Trina SolarEnergy
Q-Cells Motech Sharp Gintech Kyocera
2009
2010
2011
Suntech will keep on leading te market. First Solar is the only Western company that keeps up with the Asian growth
Country Evolution
0
1000
2000
3000
4000
5000
6000
7000
8000
China USA Japan Taiwan Germany
2009
2010
2011
The heart of the industry gets closer to China and Taiwan The production of the historical producers( Japan, Germany) increases only slowely
Country Evolution
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2009 2010 2011
Germany
Taiwan
Japan
USA
China
China’s market share had a 23% increase in two years China and Taiwan will account for 70% of the Top 10 market share in 2011
Correlation Price-Ranking
0
0
Mono
Price Linéaire (Price)
0
0
Poly
Price Linéaire (Price)
The market is price driven: the lower the price the higher the sales An effort has to be made in the supply chain to drive down costs Risk of outsourcing for companies from Western countries
Pri
ce
Pri
ce
Ranking Ranking
