ITRI – Where Taiwan’s high-tech began
Taiwan PV Roadmap:
Total Staff
Strategies for PV Industry & Market Growth
R&D Staff
Ph.D.
：5,791
：4,917
：1,019
：8,669
： 144
Total Patents
Spin - Offs
Dr. Joeng Shein Chen
Taiwan Photovoltaic Industry Association (TPVIA)
Photovoltaics Technology Center / ITRI
chenjs@itri.org.tw
17 November 2009
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工業技術研究院
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工業技術研究院
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Contents
ITRI
ITRI College
ITRI South
Administrative
Support
Business
Development
Linkage Centers
Creativity Lab
Nano Technology
Core Labs
Electronics &
Optoelectronics
Information &
Communications
Measurement Standards
Service Industries
Strategies for PV Policy
•
PV Industry Status
•
Strategies for PV Industry Development
Focus Centers
•
Promotion Programs for Market Deployment
Display Technology
•
Conclusions
Mechanical &
Systems
WiMAX SoC
Material &
Chemical
Medical Electronics & Device
Industrial Economics
•
Photovoltaics
Energy &
Environment
Biomedical
Engineering
RFID & Security
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工業技術研究院
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3
1.5 billion People without Electricity
Source
R.工業技術研究院
Vigotti, IEA Re ne wable Working Party, Brussels, 21-22 Nov. 2005.
Copyright 2008 ITRI
Copyright 2008 ITRI
工業技術研究院
From Delta electronic Foundation
4
Development History of Photovoltaic Industry in Taiwan
But they are living in sunshinesunshine-rich area
：
Kaohsiung stadium 1M Wp BIPV
1980-1990
-Started R&D on mono-crystalline silicon(2-inches)& amorphous silicon in
ITRI(1987)
-Sinonar Amorphous Co., established(1988) ( first solar cell company in Taiwan)
1991-2000
-RD for mono-crystalline silicon(4 –inches,ITRI,1992)
-M otech Industries Co.Ltd., founded(1998)
2001-2008
-Initiated PV Subsidiary Program(2001,M OEA)
-Bureau of Energy, M inistry of Economic Affairs (M OEA) founded(2004).
-DelS olar Co. founded, spin-off from ITRI(2004)
-Photovoltaics Technology Center, ITRI established(2006)
-PV system installation achieved 1 M Wp (M arch 2006).
-Draft of Renewable Energy Development Act finalized and is been waited for
legislative approval (2006)
- PV system installation achieved 2 M Wp (December 2007).
-Commission of module testing laboratory for IEC61215 ( January 2008)
2009
- ‘Renewable Energy Development Act” effective on July 8,2009
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Dawning the Green Energy Industry Program
Strategy Deployment for RE in Government Sector
1.
2.
3.
4.
5.
6.
7.
Vision: Energy-efficient Society & Low-carbon Economy
Strategic Review Board( Executive Yuan)
RE Development Committee (Strategy for long term development)
National Science Council
National Energy Research Project( basic research)
Ministry for Economic Affairs (MOEA)
Policy and funding for industrial technology development
Dept. of Industry Development ,MOEA
Funding for industry technology research ( also for private companies )
Bureau of Energy ,MOEA
National RE policy, Funding for PV development and promotion
Industrial Development Bureau ,MOEA
PV industry development policy and Funding for PV product , process &
equipment development
ITRI: Industrial technology development , market promotion ,and Think
Tank for government
Energy-saving
Enhancem ent
Clean Energy
Developm ent
Renewable
energy that
Taiwan has the
potential to
develop
Ef f icient lighting & airconditioning, smart
transportation & energy
management
Solar, wind, biomass,
hy drogen, hy dro, ocean and
geo-thermal energy
Green Energy
Industry
The Twin-pillar Industries
Five Potential Growth Industries
PV & LED-lighting
Wind, Hydrogen & Fuel Cell,
Biomass, EICT, Electric Vehicle
Industries that have sufficient capacity and
are ready for leaping growth
Industries that are under incubation
But have potential to grow
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PV ndustry
Revenue
(Bn NTD)
Renewable Energy shall contribute 15% of installed capacity by
2025.
2008
Renewables
2015
450
2025
Capacity
(MW)
Ratio
(%)
Capacity
(MW)
Ratio
(%)
Capacity
(MW)
Ratio
(%)
1939
5.05
2261
5.1
2500
4.4
2. Wind power
358
0.93
1480
3.4
3000
5.3
3. Photovoltaics
4.08
0.0
320
0.7
1000
1.8
4. Biomass
772
－
－
2.01
－
－
850
1.9
1400
2.5
10
0.0
150
0.3
1
0.0
200
0.4
3073
8
4972
11.2
8250
14.7
1. Hydropower
5. Geothermal
7. Ocean Energy
Total
8. Solar Thermal Water
Heater
1.76 million m2
8
Strategies for National PV Target
Target Setting of Renewable Energy
year
2.8 million m2
Feasible
Methods for
Energy-saving
Technology status
4.09 million m2
Source; Bureau of Energy, M OEA
2007
：
：
1. Technology breakthrough
•Catch global efficiency
target, 18% in mc-Si
•Domestic TF turnkey
•Advanced research
2. Critical investment
• Critical raw materials
• Equipment industry
3. M arket creation
• Export ally
• Domestic market
Healthy PV
Industry
Top 3 in PV
Production
Important
PV RD Base
1070
2008
NOW
2012
2015
Year
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Contents
Booming PV Industry
1. Cell production No.4 in global ranking in 2008
2. Rapidly increasing from 12.3 to 1,065 m NTD (~300 m USD) from 2003 to
•
Strategies for PV Policy
•
PV Industry Status
•
Strategies for PV Industry Development
•
Promotion Programs for Market Deployment
•
Conclusions
2008.
Hundred million NTD
4019
1517
1065
Kaohsiung stadium 1M Wp BIPV
535
12.3
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工業技術研究院
：
Sale NT$450bn
Employment
45,000/yr
：
：
1 . Cell efficiency: 1 5~1 6%
2. Based on turnkey
3. Early stage in advanced
technology research
M arket status
No. 4 in cell
production
Strategies
From Delta electronic Foundation
：ITRI PVTC (2009/2)
Data Source
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33.6
71.8
212
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2
PV Complex around the island
Company Revenue in 2009
M/NTD
1,800
1,600
1,400
1,200
1,000
800
600
1.
Technology and Industry
corridor along the west
coast( PV cluster)
2.
Science-Based Parks:
Hsinchu, Taichung
&Tainan Science Parks
3.
Prestigious research
Institutes (ITRI) and
universities (NTU, NTHU,
NCTU, NCKU, etc..)
400
200
0
1
2
3
4
5
6
7
8
Sino-American Sili con Products
Green Energy Technology
Motech Industries
E-TON Solar Tech
Tynsolar Co.
Gintech Energy Corporation
9 month
Source; Photon International
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National Energy Program
Government Incentives in Taiwan
Invested Tax Credit
• The Emerging and Strategically Important Industries
• The R&D and Technical Training Incentives
• The Expenditures on the Purchase of the Automatic
Equipment or Related Technology
• The Tax Exemption for Technology Transfer Royalty
Funding Support
• Multinational Innovative R&D Centers in Taiwan
• Leading New Product Development Project
• Technology Development Program, TDP
• Multinational Innovative Training Centers in Taiwan
IP Protection
• As a developed country, Taiwan will be bound and is
committed to fully adhere to WTO provisions on Trade
Related Intellectual Property (TRIPs)..
30 billions NTD in 4 years
National Energy Program
Energy Technology
Policy
Energy Economy
Energy Security
Industry
development
policy
Carbon Trade
Energy
Technology
Solar PV
Solar Thermal
Wind Power
Biomass
Geothermal
Ocean Energy
H2 energy &
Fuel cell
Nuclear energy
Energy Conservation
& Carbon Reduction
Carbon Reduction & Storage
Industrial Energy Saving
Green Transportation
Green Building
Smart Grid
Lighting and Home Appliances
Education & Training
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Contents
16
Incubating PV Industry
•
Strategies for PV Policy
•
PV Industry Status
•
Strategies for PV Industry Development
•
Promotion Programs for Market Deployment
•
Conclusions
1. PV Industries:
ambitious PV players (quick investment , time to scale-up,
time to market ) strong manufacturing capability and mature
global logistics management .
2. Mature Infrastructure:
based on semiconductor, optical disk, TFT-LCD, and
precision machinery industries experiences.
3. High qualified human resources :
experienced high level managers and well trained
engineers
4. Strong Government Support and Commitment:
(Bureau of Energy, Industrial Development Bureau,
Department of Industrial Technology, MOEA).
5. R D Capability:
Universities, PVTC/ ITRI. INER and Chung-San
Institute of Science and Technology.
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Kaohsiung stadium 1M Wp BIPV
＆
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Source: Delta electronic Foundation
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3
Unit: MWp
Forecast of Si -Cell Production Capacity in Taiwan
Capacity of Taiwan’s Si wafer Industry
2007
2008
2009E
2010E
Motech
240
450
600
1,000
2007
Capacity
2008
Capacity
2009
Capacity
2010
Capacity
Company
E-TON
200
320
320
440
DelSolar
100
120
240
480
700
Sino-American Silicon
130
200
400
640
G intech
210
510
560
1,300
1,700
Gre e n Ene rgy Te ch
200
300
360
420
Neo Solar
60
210
210
360
100
200
400
400
Solartech
30
60
150
150
Wafe r Works
B ig Sun
30
30
60
90
Eve rsol
-
200
2
300
Top G reen
30
30
60
90
MO SPEC
-
25
60
100
Mosel
30
60
60
160
260
Tainergy
-
60
100
240
400
Ever Energy
-
90
140
190
Company Name
-
Fe ng Yi
Dane n Te ch
（MWp）
Total
-
30
30
-
-
60
120
Unitech
-
30
30
90
925
1,650
2,010
Sunrise
-
60
90
180
PanJit
-
-
70
70
Corum Solar
-
-
30
60
930
2,030
2,670
4,920
Total
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Capacity of Taiwan’s PV Module Industry
Company Name
2007
Capacity
2008
Capacity
2009
Capacity
2
2
2
2
Apollo Solar Energy
30
60
60
60
EverBright a2peak
15
45
45
60
2
2
2
2
（MWp）
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140
〜6,400
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Source: Company and PVTC, ITRI, Oct. 2009.
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Capacity of Taiwan’s aa-Si Solar Cell
2010
Capacity
China Electric Mfg
Sunenergy
600
430
Source: Company and PVTC, ITRI, Sep. 2009 .
2011E
Company Name
2008
(M Wp)
PV Products
2009
(M Wp)
2010
(M Wp)
Sinonar Solar (Korona)
a-Si Thin Film
10
10
10
Formosun Tech (EPV)
a-Si Thin Film
5.5
5.5
5.5
Kinmac Solar
10
20
60
60
NexPower (ULVAC)
a-Si Thin Film
37.5
87.5
200
Tynsolar
60
80
90
90
Green Energy Tech (Applied)
a-Si Thin Film
30
30
50
Gloria Solar
-
20
40
95
Perfect Source Tech
-
15
15
30
Sunner Solar (ULVAC)
a-Si Thin Film
25
25
25
30
50
60
60
Sun Well (Oerlikon)
a-Si Thin Film
40
40
40
EverBright
2
2
2
2
Kenmos PV (NPV)
a-Si Thin Film
10
10
10
DJ solar
-
15
15
30
Sintek
-
15
30
60
Auria Solar (Oerlikon)
a-Si/mc-Si Thin
Film
60
60
200
Solar G ate
-
-
30
60
Chi-M ei Energy (ULVAC)
25
25
50
Ritek
-
30
30
60
a-Si/mc-Si Thin
Film
Ligitek
PanJit
-
-
200
Suntop Solar
-
-
-
151
356
681
（MWp）
Total
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Beyond PV (Leybold
Optics/IPV)
400
30
Source: Company and PVTC, ITRI, Oct . 2009 .
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工業技術研究院
Raw
M aterials
M iddle stream/components
Solar Cell
PV M odule
40
630.5
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Technology differentiation for Si
Downstream/system
Added
Value
PV System
&
Products
High efficiency technology
Better quality and reliability
Low-cost high efficiency thin film
M ore investment in materials, equipments, & research
Niche applications: BIPV, etc..
System
Integration
Critical materials &
equipments
Poly Si, TCO, EVA,
back sheet, PECVD, etc.
Upstream
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Strategy for PV industry
Issues in raw materials and equipments
Low cost raw material supply is critical (poly Si, TCO glass, etc..)
Equipment industry is needed to the advanced technology
Turnkey technology is not competitive enough for future development
Turnkey has no long-term competiveness
Advanced technology development is needed
Development of next generation PV is needed
Migration from manufacturing to service provider (SI, Developer)
Certification and integration service will be more profitable
Brand name will be important in the future
Test bed is needed through domestic PV deployment
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Source: Company and PVTC, ITRI, Oct . 2009 .
Critical Issues in Taiwan’s PV Industry
Upstream/materials
a-Si Thin Film
Total Production Capacity
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Source：
ITRI
(2009/08)
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工業技術研究院
Increasing domestic demand,
niche market, BIPV, etc..
Midstream
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Downstream
24
4
RD Support from ”Photovoltaic Technology Center / ITRI”
3.5G Si TFPV Pilot Line
Glass Cutting
D-0 7
Established in January/2006 from MCL and EEL
147
*All equipments were made
by local company.
D- 06
159
E -08
Missions
•Characterization Lab.
Cleaner
1. To develop advanced solar photovoltaic technologies and speed up their
commercialization
2. To enhance competitiveness of Taiwan’s solar PV industry
3. To help government to promote solar PV applications in Taiwan
E-0 7
D- 05
E- 06
Laser Scriber
走道 九
走道八
E -05
Functions
149
D- 04
155
E- 04
1. An integration center of resources to advance Taiwan’s PV R&D capability
2. A center bridging R&D and commercial products
3. A think-tank of Government’s solar PV policy
E- 01
15cm ×15cm Cluster PECVD
150
154
E-0 2
153
E- 03
D -03
PE3
D -02
Pre-Heating
Resources (2008)
152
D -01
PVD5
PVD6
120 researchers, 10 million US$ budget, 30 patents/year
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151
LPCVD System
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See-through
BIPV
Transparent BIPV
Sanyo see-through BIPV modules
at the Ohta City office complex.
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Contents
High CRI TF for BIPV
TerraSolar Global,
15th PVSEC, 2005
G3.5 (55cm ×70cm ) Cluster
PECVD (40MHz)
High Color Rendering
Index BIPV (ITRI)
•
Strategies for PV Policy
•
PV Industry Status
•
Strategies for PV Industry Development
•
Promotion Programs for Market Deployment
•
Conclusions
Kaohsiung stadium 1M Wp BIPV
M aroon color caused
by unbalance transmission
Color not satisfied by
designers and users.
Copyright 2008 ITRI
More transmission by
laser scribing (30%
module efficiency loss)
Uncomfortable vision
caused by optical
incoherency
Comfortable color
by optical design
Low production cost,
no need to use laser
scribing
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PV Subsidy Programs
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“Renewab le Energ y Develop m ent Act”
-Effective since July 2009
-Target (Total Renewable Energy):6.5~10GWp
-Feed-In-Tariff System will be introduced and reviewed every
year
-No Cap
-Equipment Subsidies for New Technology
-Public Buildings will be encouraged to install PV
-Zero Import Tax for RE Equipments if local Suppliers not
available.
-Violation will be punishable.
－
－
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Legislative Infrastructure for PV
Target: 60 MWp in 2012, 320 MWp before 2015, 1000 MWp in 2025
100% subsidy for public sectors (on project base)
1. PV Project for Remote Area and Disaster Emergency Center
project(280
kWp)
2. 2006 Solar City Project Hualien & Taipei Counties (total 440 kWp)
3. 2006 Solar Top Project BIPV for 4 landmark buildings, total 440
kWp (Tainan City, Kaohsiung City, and Ping-Tung County)
4. Solar Campus Project for 40 Junior and Senior high Schools(130kWp)
5. Solar Community Project (270kwp, will be started in 2008)
6. Stimulus program :1.5 MWp for public sectors in 2009
Feed-in-Tariff will be implemented in the “Renewable Energy
Development Act”
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Source: Delta electronic Foundation
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Feed-in-Tariff for PV (1st Draft)
Annual PV Promotion & Installation
Sep.2009
Capacity , KWp
NTD / kWh
Remark
1~10
8.1234
(0.246 cent/USD)
Plus 50,000NTD
(~1515 USD)
Subsides per kWP
10~500
9.3279
(0.2827 cent / USD)
-
Appro ved
Installed
Accu.Approved
Accu. Instal led
20000
18000
16520.31
16000
14000
＞500
9.0270
(0.2735 cent / USD)
kWp
12000
10000
8870.279
8000
-
7650.0305
6380.523
6000
4831.956
4000
2000
*Electricity Cost:2.5~3.0 NTD / kWh (0.076~0.091 cent /USD)
522
0
*FIT for 20 years and No Cap.
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643
234
37
522
37
2000-2001
2002
223 114
866
348
2003
416 1282
117
465
4099.191
2818.075
3370.56 1461.4
2281.332
2038.917
1626.56
2060.23
1744
754.23
1306
462 474
367
939
2004
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2005
2006
2007
2008
2009
Year
工業技術研究院
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Solar Top Project
Solar City Project
Haka Culture Center (75 kWp)
3-2
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BIPV : beyond PV ? what else beyond power supply?
Strategy Thinking
It will provide a solution for the INTERFACE
1. Is Poly-Si supply still an issue?
Self investment, and / or strategy outsourcing?
LIFE
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2. Capacity expansion ,but how to keep production excellence?
Efficiency improvement vs. Cost efficient ?
Environment
、Light、 Heat
、Power & Building
3. Vertical Integration & horizontal sub-contract is the trend
Sound
4. Strategic alliance or/and M&A
Air flow
Design
5. Virtue Foundry (Fab-less) concept applicable !?
6. Cost barriers set by Asian providers breakable?
7. Which area will dominate the cell production cluster?
PV
Technology
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Conclusion
Taiwna Photovoltaic Industry Association
Industry
• TPVIA represents over 230 PV companies in Taiwan (as of Nov. 1 2009)
• TPVIA members are active across the whole value-chain.
Up Stream
Poly-Si
Material
Solar Grade
Silicon
PV System &
Solar Cell
－Mono-Si, Multi-Si, GaAs
6 Companies
PV Module
Waf er-based Solar Cell
－a-Si/
－
Thin-f ilm Solar Cell
µ -Si, CIS,
Dye Sensitized Solar Cell
1 Company
Down Stream
Mid Stream
Si Ingots
&Wafer
Si Ingot
& Wafe rs
1. Rapid market growth in Taiwan is expected.
2. PV industry in Taiwan was growing very fast, but has been
slowed down in 2009. Growth momentum will be restored if
grid parity is reached (~2012).
3. Renewable Energy Act (FIT) and Stimulus Package will
stimulate PV industry and installation.
4. Aggressive programs have been kicked off, and they will
enhance Taiwan’s global competitiveness in PV industry.
30 Companies
PV
Modules
12 companies
PV Product
－
PV System
Inverter, BOS…
PV Installation
PV Product
>120 Companies
Others: University, Research Institutes, Construction Companies,
etc.,
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7