module manufacturing in Middle East region Franck Genonceau, - - PowerPoint PPT Presentation

SmartWire Connection Technology, near term future solution for PV module manufacturing in Middle East region

Franck Genonceau, Business Manager PV / Intersolar Middle East Conference 2017, Dubai

Table of contents

Meyer Burger at a glance Middle East PV requirements Hetero Junction Technology How economics work Smart Wire Connection Technology Summary From Theory to Reality

Meyer Burger at a glance

Meyer Burger at a glance

Investment opportunity in the PV market - Proprietary and confidential information – Not for distribution 4 DW 288 Series 3 WIS-06

Wafer

Ingot to Wafer

Cell

Wafer to Cell

Module

Cell to Module

Industrie Standard: «DW288» «Hennecke» «MB PERC» «PASAN»

> 150 >7GW ~35% # tools Installed Capacity Market Share: > 142 >23GW ~80% > 500 > 30 GW > 30 % > 140 > 18 GW > 90% > 100 > 20 GW > 80%

«MB SWCT»

> 5 > 320 MW Increasing

DW 288 Series 3

Diamond Wire Saw Wafer Inspection

WIS-06 SiNA MAiA HighLIGHT by Pasan SWCT

Cell coating Module Line Module Testing

Middle East PV requirements

PV Market today and tomorrow

strongest CAGR in Desert & Tropical Zones

6

Installations by climate zones [%]

2% 18% 80% 59% 35% 6%

Annual global installations [GW] by climate zone

31 42 1 3 7 24 2013 2018 29% Moderate Tropical Desert CAGR 6% 32%

Source: Apricum consulting

2013 2018

• LCoE decrease enables PV being competitive even in gas/oil countries, known

as high temperature climate zones, projected with highest CAGR

• Markets with desert climate (Saudi Arabia, Morocco, UAE, Egypt, …)
• Markets with tropical weather (Taiwan, Indonesia, Brazil, Thailand, …)

Middle East PV requirements

7 Meyer Burger / 08-2015

• Middle East region known as as one of the hottest region in the world
• Known as well as for highest sun irradiance in the Sunbelt area

Decreasing LCoE opens new competitive markets w/o subsidies

2017 LCoE

Residential energy tarrif c/kwh

• Decreasing LCoE of PV Systems allow more

and more markets

• PV self production becomes cheaper than grid-

based power supply

• Lower LCoE enables new markets adapting

PV as cost competitive energy source

• New markets scale in absence of subsidies
• Reverse auctioning driving LCOE down –

India, UAE adopt this methodology for large scale projects

• Solar bid in Abu Dhabi it’s the cheapest

contract for electricity ever signed, anywhere on planet earth, using any technology

Lowest bid in 350-MW solar tender was of AED 88.8 (USD 24.2/EUR 21.6) per MWh

The ideal module design for Middle East

9 Meyer Burger / 08-2015

Cope with high temperature

• Low temperature coefficient
• Low irradiance capability
• Leveraging bifaciality

Cope with hard climate conditions

• Glass Glass module
• Long lifetime

 Accelerated degradation by higher UV irradiance and humidity exposure  High temperatures and sand erosion Cope with economic requirements

• Lowest Cost of Ownership
• Best LCOE

From Theory to Reality

From Theory to Reality

https://www.meyerburger.com/ch/de/login

Meyer Burger / 12-10-05

11

China, Yinchuan ≈16% Albedo USA, Kalifornia ≈10% Albedo UAE, Abu Dhabi ≈24% Albedo

From Theory to Reality in Abu Dhabi

Meyer Burger / August 2017

12

100% 105% 110% 115% 120% 125% 130% 135%

UAE: normalized monthly yields 01/2017 to 07/2017

Jan Feb Mar Apr May Jun Jul

UAE, Abu Dhabi ≈24% Albedo

• Bifacial

=> 30% more yield vs Mono

• Bifacial

=> 14% more yield vs PERT Bifi

Hetero Junction Technology

HJT Cell Technology :

Reduced production steps and labor costs

14

Boron diffusion Phosphor diffusion PSG etch Firing Print rear side ARC Print front side Edge isolation Test & sort Laser opening Backside passivation Texture a-Si front/rear side Test & sort TCO front/rear side Print front/rear side Curing

HJT process PERT/ PERL process

BSG etch Texture

PERT/PERL hurdles for mass production

• High number of process steps
• Double diffusion affecting yield and

efficiency distribution HJT benefits

• Less footprint and manpower due to

few process steps

• Efficiency potential up to 26%
• Suited for «thin wafers» due to
• VOC increase for thin wafer
• Symmetric front and backside
• Low temperature process
• «Free» bifacial cell with highest

backside efficiency

• Low temperature coefficient
• Lowest levelized cost of electricity

ITO n-type c-Si Ag (screen print) ITO Ag (screen print) a-Si:H (p) a-Si:H (i) a-Si:H (i) a-Si:H (n)

HJT Cell Line

most promising technology to reduce LCOE

15

MB OEM Equipment

Current Activities

• In house improvement of equipment and

technology – Pilot line

• First customer projects
• Continuous cost down

Smart Wire Connection Technology

SWCT Module Technology :

Reduced production steps increased module power

17

Busbar Module Production

Glass preparation Foil cutting and layup Foil cutting and layup Cell connection Cell matrix layup Interconnection Encapsulation Final assembly Testing Glass preparation Foil/Wire Assembly Cell connection Matrix layup & IC Encapsulation Final assembly Testing

SWCT Module Production

SWCT = SmartWire Connection Technology

• Innovative and patented Foil-Wire

Electrode Concept (Dense matrix)

• Compatible with HJT, PERC, PERT,

thin wafer and bifacial cells SWCT benefits

• Less shading reduced by 25%
• Less resistivity losses
• Cell Silver usage reduction up to 70%
• Efficiency gain up to 5%
• Better resistance for micro cracks
• Suited for «thin wafers»

SWCT Module Line :

most promising technology for module

18

Current Activities

• In house improvement of equipment and

technology – Pilot line

• 320 MW production (4 customers)
• Continuous BOM improvement

Production at customers

19

60 cells modules -> Yield above 99% 300 modules produced 8h test after 2 months ramp up: 96 sec/module

Module Performance : 1000 modules

20

• 1000 module produced power between 300-320W @ black

backsheet

Pmax [W] Voc [V] Isc [A] FF [%] White Backsheet 330.29 44.49 9.46 78.45% Black Backsheet 320.42 44.42 9.07 79.52%

How economics work

All about $/Wp and $/kWh

22

 Cell efficiency  Bifacial cell  Resistivity losses – Cell connection  CTM improvement  Lifetime/Reliability/LID/PID  Module design  New material  Installation cost  Energy harvesting  Selling price  Capex intensity  Cost of Labor  Scale effect  Production yield and cost  Consumable pricing  Consumable usage

and/or

• More power
• Lower Cost

How $/Wp look like – near term

Step Cz pPERC

$ct/Wp

Wafer 8.2 Cell 7.0 Module 12.0 Total 27.2 ASP 35.0 Margin 7.8 Cz nHJT/SWCT

$ct/Wp

8.1 6.8 12.0 26.9 38.0 11.1

Wafer/pc1 $0.45 P Cell 5.50W P Module 325W $0.47 5.80W 345W

1Source: assumed cost, based on market information, e.g. LONGi PV CellTech 2016

Mono PERC keeps good profit levels Best in class is Meyer Burger HJT/SWCT

Road to increase module power

24 Meyer Burger / 08-2015

Bifacial 454 Weq +46% Today Thin Wafer Optical matching 310 W 315 W Efficiency 24% 320 W 349 W

HJT/SWCT Glass Glass module Power Performance Improvement Glass Glass design

Summary

Summary

• PV Module requirements in Middle East are :

 Climate conditions  Energy harvesting benefits  Lowest cost of Ownership  Lowest LCOE

• Meyer Burger Module technologies combining SWCT technology with

HJT cell technology are a perfect match to Middle East PV requirements

• This “MB module” outperforms in Outdoor Field data proof points in Abu

Dhabi

• Meyer Burger offers technology support throughout the PV value chain of

all technology paths

High-end solutions for high-tech industries