Thin Film Solar Market Shares, Strategy, and Forecasts, 2011 to 2017

Table of Contents

Thin Film Solar Executive Summary

Thin Film Solar Panels and Systems Executive Summary ES-1

Thin Film Solar Market Driving Forces ES-1

Thin Film Solar Market Shares ES-5

Thin Film Solar Market Forecasts ES-8

Thin Film Solar Market Description and Market Dynamics

1. Thin Film Solar Technology Market Description and Market Dynamics 1-1

1.1 Sun Is The Earth's Most Abundant And

Primary Source Of Energy 1-1

1.1.1 Solar Energy 1-2

1.2 Tackling Climate Change 1-3

1.3 Power From the Sun 1-4

1.3.1 PV Industry 1-5

1.4 Solar Energy From the Sun 1-8

1.4.1 The Solar Solution 1-9

1.4.2 Solar Industry Key Drivers 1-10

1.4.3 Government Incentives for Solar Power: 1-11

1.4.4 Solar Energy Benefits 1-13

1.4.5 Research Initiatives 1-15

1.4.6 Thin Film Material Layers 1-15

1.5 Photovoltaic Conversion Of Sun Light 1-16

1.5.1 Solar Panel Orientation 1-18

1.6 Thin Film Solar Materials 1-20

1.7 Sunlight Intensity in Various Regions 1-21

1.7.1 Average Solar Irradiance 1-22

1.7.2 Global Solar Resources for PV Photovoltaic and

CSP Technologies 1-23

1.7.3 Sunshine Index 1-26

1.7.4 Economics of PV 1-27

1.8 Solar Technology 1-32

1.8.1 Cost-Competitive Solar 1-32

1.8.2 Thin-Film Solar 1-33

1.9 U.S. Building Construction Industry 1-36

1.10 Silicon Panels Harvest More Energy 1-39

1.10.1 Solar Real Estate 1-40

1.11 Smart Electric Grid Overhaul: Utility 1-41

1.11.1 IBM Smart Grid 1-41

1.11.2 U.S. Electric Grid Needs Major Overhaul: Utility 1-42

1.11.3 Flexible Solar Cells With Silicon Wires 1-42

1.12 Parts Of The Solar Cell Manufacturing Process 1-43

1.12.1 Solar Cell Plants 1-44

1.12.2 Module Assembly Plants 1-46

1.12.3 Systems Assembly 1-47

1.13 Greenhouse Gases 1-47

1.14 Productionizing Technologies 1-48

1.15 Era Of Cheap Energy 1-49

1.15.1 Unprecedented Level Of Development Worldwide 1-51

1.15.2 Population Increases 1-51

Thin Film Solar Market Shares and Market Forecasts

2. Thin Film Solar Panels and Systems

Market Shares and Market Forecasts 2-1

2.1 Thin Film Solar Market Driving Forces 2-1

2.2 Thin Film Solar Market Shares 2-5

2.2.1 First Solar US Department of Energy DOE

Thin Film Solar $4.5 Billion Loan Guarantees 2-8

2.2.2 First Solar 4 Gigawatt Manufacturing 2-10

2.2.3 First Solar 2-11

2.2.4 First Solar Benchmarks In Thin Film Modules 2-11

2.2.5 First Solar Thin Film 2-12

2.2.6 Sharp Solar Thin Film Solar Modules 2-12

2.2.7 Q-Cells Q.SMART CIGS Solar Modules 2-13

2.2.8 Masdar PV Thin-Film Photovoltaics 2-15

2.2.9 Ascent Solar Technologies, Inc. 2-15

2.3 Thin Film Solar Market Forecasts 2-16

2.3.1 Thin Film Solar Market Forecasts 2-17

2.3.2 Q-Cells 2-22

2.3.3 Grid Parity 2-23

2.3.4 Solar Grid Parity 2-24

2.3.5 Thin-Film Solar Markets 2-26

2.3.6 Thin Film Photovoltaics 2-29

2.3.7 Thin Film Photovoltaics 2-31

2.3.8 Higher efficiencies of CIGS modules 2-32

2.4 Solar Market Shares and Forecasts 2-36

2.4.1 Masdar Operates Through Five Integrated Units 2-40

2.4.2 Masdar PV Production Capacity at Ichtershausen 2-41

2.4.3 Masdar PV 2-41

2.4.4 Masdar PV and Beck Energy Open-Space

Solar Park In Germany 2-42

2.4.5 Conergy Modules Installed 2-42

2.4.6 Solar Panel and Systems Markets Forecasts 2-43

2.4.7 Solar Panel Megawatts Shipped Market Shares 2-45

2.4.8 Government Incentives For Solar Energy 2-53

2.4.9 Impact of Oil Price on Solar Industry 2-54

2.4.10 Outlook for Solar Electricity 2-55

2.4.11 Solar Electricity Storage: Thin Film Batteries

Complement The Hydrogen Manufacture 2-56

2.4.12 Solar Market Opportunity 2-58

2.5 Solar Industry Segment Demand 2-61

2.5.1 Solar Panel Commercial Forecasts 2-69

2.5.2 Germany and Spain Feed-in Tariffs for

Photovoltaics in C/kWh 2-73

2.5.3 Solar Energy Cost-Of-Electricity Analysis 2-74

2.6 Solar Energy Marketplace And Secure

Power For Buildings BIPV 2-75

2.7 Global Solar Resources 2-76

2.8 Solar Panel ROI 2-77

2.9 Solar Market Installed Capacity 2-78

2.9.1 PV Countries 2010 2-81

2.9.2 PV Installations by Technology 2-81

2.9.3 PV Installations by Application and Country 2-82

2.10 Solar industry Product Pricing 2-82

2.11 Solar Regional Market Segments 2-84

2.11.1 United States Solar Market 2-87

2.11.2 Germany, Italy, Spain, France, the United States,

Canada, China, India, and Australia provide FiT, Rebates,

Tax Incentives, And Other Incentives Subsidies 2-90

2.11.3 German Solar Market 2-91

2.11.4 UK Solar Market 2-92

2.11.5 France: Solar Market 2-92

2.11.6 Italy and Spain: Solar Market 2-92

2.11.7 Canada: Solar Market 2-93

2.11.8 Australia: Solar Market 2-93

2.11.9 China: Solar Market 2-94

2.11.10 China's Insatiable Demand For Energy 2-95

2.11.11 Environmental Concerns Continue To Mount 2-95

2.11.12 Chinese Concerns About Power Reliability

And Energy Security 2-96

2.11.13 China's Energy Policies Are Focused On

Fostering Energy And Environmental Conservation 2-97

2.11.14 India: Solar Market 2-99

2.11.15 Trina Solar Regional Revenue 2-100

2.11.16 First Solar Regional Participation 2-102

Thin Film Solar Product Description

3. Thin Film Solar Technologies Product Description 3-1

3.1 First Solar Thin Film 3-1

3.1.1 First Solar Operations and Maintenance 3-1

3.1.2 First Solar Strong Industry Vendor Relationships 3-5

3.1.3 First Solar Module Collection and Recycling Program 3-5

3.1.4 First Solar PV Modules 3-6

3.1.5 First Solar Utility-Scale PV Systems 3-6

3.1.6 First Solar Utility Scale Engineering,

Procurement, and Construction 3-8

3.2 Daystar Technologies Target Market: Grid-

Tied Utilities 3-9

3.2.1 DayStar CIGS Module 3-9

3.2.2 DayStar CIGS on Glass, Solar Photovoltaics, and

CIGS Electrical Energy 3-11

3.3 MiaSole Solar Thin Film Frameless Double

Glass Module 3-13

3.3.1 MiaSole Solar Panels Targeted to Utilities

And Independent Developers 3-19

3.4 Sharp Solar Thin Film, Wide Impact 3-19

3.5 Q-Cells Q.SMART CIGS Solar Modules 3-20

3.6 HelioVolt 3-24

3.6.1 HelioVolt Best In Class of Thin Film 3-25

3.6.2 HelioVolt Electrical Performance 3-25

3.6.3 HelioVolt Front View 3-26

3.6.4 HelioVolt Back View 3-26

3.6.5 HelioVolt Mechanical Specifications 3-26

3.6.6 HelioVolt Highest Performing Thin Film Products 3-29

3.6.7 HelioVolt Commercial roof tops 3-30

3.6.8 HelioVolt Ground mount 3-30

3.6.9 HelioVolt Residential rooftops 3-31

3.6.10 HelioVolt BIPV 3-31

3.6.11 HelioVolt Custom Panels 3-31

3.7 Masdar PV 3-32

3.7.1 Masdar PV Modules Amorphous Modules 3-35

3.7.2 Masdar PV Micromorph Modules 3-36

3.7.3 HelioVolt CIGs 3-38

3.7.4 HelioVolt CIGS Advantages: 3-39

3.7.5 HelioVolt Advanced CIGS Manufacturing Process 3-39

3.8 Ascent Solar Technologies, Building Integrated

Photovoltaics (BIPV) Modules Flexible And Lightweight

Thin-Film PV Technology 3-42

3.9 Ascent Solar Electronic Integrated

Photovoltaics (EIPV) Modules 3-46

3.9.1 Ascent Solar Defense Module & Applications 3-50

3.9.2 Ascent Solar Defense Operations Benefits 3-52

3.9.3 Ascent WaveSol™ Micro Solar Custom Solutions 3-54

3.9.4 Ascent WaveSol™ Micro Solar Electronic Product Benefits 3-56

3.10 Solyndra Technology / Products 3-58

3.10.1 Solyndra Systems Minimal Orientation Impact 3-58

3.10.2 Solyndra Cylindrical Modules 3-67

3.10.3 Solyndra 200 Series 3-71

3.10.4 Solyndra Agricultural Solar Products 3-73

Thin Film Solar Technology

4. Thin Film Solar Strategy, Technology, and

Industry Specific Applications 4-1

4.1 Solar Reflectors 4-1

4.1.1 Semiconductors Absorb Light 4-2

4.1.2 How Solar Energy Works 4-3

4.2 CIGS 4-3

4.2.1 Photovoltaic Systems 4-5

4.2.2 Thin Film Solar Cells Amorphous Silicon 4-8

4.2.3 Thin Film Solar Cells Cadmium Telluride 4-8

4.2.4 Thin Film Solar Cells CIGS (Copper Indium Gallium Selenide) 4-8

4.2.5 Miasolé Copper-Indium-Gallium-Diselenide

Films Conversion Efficiency Confirmation From NREL 4-9

4.2.6 Thin-Film On Glass Substrate 4-11

4.2.7 Ascent Solar Putting CIGS On A Polymeric Or

Plastic Substrate 4-11

4.3 First Solar Monolithic Integration On Glass 4-11

4.3.1 Substrate Discussion 4-16

4.3.2 First Solar Modules Cadmium Telluride (CdTe)

Semiconductor Material 4-16

4.4 CIGS Photovoltaic Effect 4-27

4.4.1 Solar Thin Film Substrates 4-27

4.4.2 Gettering in Large-Grained Thin Polycrystalline Silicon

Films on Glass Substrate 4-28

4.4.3 EPV Solar Contracts Deliver 300 Megawatts Of

Thin-Film Panels Through 2012. 4-29

4.4.4 Photovoltaic Technologies: Single Crystal,

Polycrystalline and Thin Film 4-29

4.4.5 Thin Film Panels 4-30

4.5 Shading 4-31

4.6 Third-Generation Thin-Film Solar Applications 4-33

4.7 Flexible Glass Solar Panels 4-34

4.8 Polysilicon Producers 4-36

4.8.1 Emerging Global Solar Polysilicon Producers 4-39

4.9 Inverter and Micro Inverter Markets 4-40

Thin Film Solar Company Profiles

5. Thin Film Solar Technology Company Profiles 5-1

5.1 A Power Energy 5-1

5.1.1 A Power Positioning 5-2

5.2 Akeena Solar 5-2

5.3 Applied Materials 5-3

5.3.1 Applied Materials Silicon Systems Group 5-3

5.3.2 Applied Materials Revenue 5-6

5.3.3 Applied Materials Fiscal Second Quarter

Reportable Segment Results 5-7

5.3.4 Applied Materials Quarterly Financial Information 5-8

5.3.5 Applied Materials Acquisition of Varian Semiconductor 5-8

5.3.6 Applied Materials' HCT B5 Wire Saws Selected by

GCL-Poly for Solar Manufacturing 5-9

5.4 Ascent Solar Technologies, Inc. 5-10

5.4.1 Ascent Solar Technologies Technology 5-12

5.4.2 Ascent Solar Company Positioning 5-14

5.4.3 Ascent Solar Distributor Agreement with

Sunload Mobile Solutions GmbH 5-16

5.5 ATS 5-16

5.5.1 ATS Innovation/R & D 5-19

5.6 Bosch 5-21

5.6.1 Bosch Group’s Solar Energy Division 5-22

5.6.2 Bosch Malaysia Marketing 5-28

5.7 Conergy AG 5-28

5.7.1 Conergy for Grimmway Enterprises,

Grower Of Carrots Implements 230 Kilowatts Of Solar 5-29

5.7.2 Conergy Powerplus Solar Plant At Fujifilm In Hawaii 5-29

5.7.3 Conergy 1.7 million PowerPlus Modules Installed 5-31

5.7.4 Conergy 12.4 MW solar park in Thailand 5-31

5.7.5 Conergy Is Building The Second Solar Park 5-32

5.7.6 Conergy PowerPlus Premium 56,000

Modules On Over 56 Kilometers 5-32

5.8 Daystar Technologies 5-33

5.8.1 DayStar Commercialization Strategy 5-34

5.8.2 DayStar Manufacturing 5-34

5.8.3 DayStar Technologies First Quarter 2011 Revenue 5-36

5.9 Daqo New Energy 5-37

5.9.1 Daqo New Energy / JNE Solar Module Joint Venture in Canada 5-38

5.10 Dow Chemical 5-38

5.10.1 Dow Positioning 5-41

5.10.2 Dow Rethinking Energy 5-42

5.11 Dyesol 5-42

5.11.1 Dyesol Major Research Expansion in Japan 5-44

5.12 ET Solar 5-46

5.12.1 ET Solar Corporate Vision 5-46

5.12.2 ET Solar Modules Adopted in a UK Commercial Rooftop Project 5-47

5.12.3 ET Solar / Zep Compatible Modules for Rooftop PV Systems 5-48

5.12.4 ET Solar Grid Connection of a 2.9MW Power Plant in Germany 5-48

5.13 First Solar 5-49

5.13.1 First Solar Sales 5-53

5.13.2 First Solar 4 Gigawatt Manufacturing 5-60

5.13.3 First Solar PV Modules UK MCS Certification 5-61

5.13.4 First Solar & China Power International

New Energy International Cooperation Framework Agreement 5-61

5.13.5 First Solar Push In The Cadmium Telluride Market 5-62

5.14 G24 Innovations 5-63

5.14.1 G24 Innovations (Dye Sensitized Solar Cell technology (DSSC) Strategic Development Agreement With Texas Instruments 5-64

5.14.2 G24I UK site first in world to make ‘Green from Green’ 5-68

5.15 Gintech 5-69

5.16 Greenwing Energy 5-70

5.17 HelioSphera 5-70

5.17.1 HelioSphera Micromorph Technology 5-71

5.18 HelioVolt 5-73

5.18.1 HelioVolt and NREL Renew CRADA Continue

Advanced CIGS Development 5-74

5.18.2 NREL-Confirms HelioVolt Monolithic Modules

Lead Environmental Performance 5-75

5.19 Mubadala / Masdar 5-76

5.19.1 Masdar Operates Through Five Integrated Units 5-78

5.19.2 Masdar PV 5-80

5.19.3 Masdar Initiative 5-82

5.19.4 Masdar PV Production Capacity at Ichtershausen 5-85

5.19.5 Masdar PV and Raabvill Kft. Build Solar Parks

With Full Size Modules 5-86

5.19.6 Masdar PV and Beck Energy Open-Space

Solar Park In Germany 5-87

5.20 MEMC 5-88

5.20.1 MEMC Global Sales And Manufacturing 5-91

5.20.2 MEMC Strategic Positioning Driving

Sustained Achievement 5-92

5.20.3 MEMC Wafer Manufacturing Process 5-92

5.20.4 MEMC Electronic Materials Revenue 5-93

5.20.5 MEMC Semiconductor Materials Segment 5-94

5.20.6 MEMC Solar Energy Segment -- SunEdison 5-94

5.20.7 MEMC / SunEdison 5-95

5.20.8 Selected MEMC Sun Edison Customers 5-96

5.20.9 MEMC Solar Energy ROI Advantages 5-98

5.21 Motech 5-99

5.21.1 Motech Revenue 5-103

5.22 Mitsubishi Electric 5-103

5.22.1 Mitsubishi Electric Group Energy and Electric Systems 5-104

5.22.2 Mitsubishi Electric Power Module for Electric Vehicles 5-105

5.22.3 Mitsubishi Electric Group Power Module

Test Samples Specifications 5-110

5.23 MiaSole 5-111

5.23.1 Intel / MiaSolé 5-112

5.23.2 MiaSolé Thin Film Solar 5-113

5.23.3 MiaSolé Shingles 5-114

5.24 Oerlikon Solar 5-114

5.24.1 Oerlikon Solar's Market Segments 5-115

5.24.2 Oerlikon Solar Products & Technology 5-116

5.24.3 Oerlikon Solar Customers 5-117

5.24.4 Oerlikon Solar Competencies 5-118

5.24.5 Oerlikon Solar Market Segments 5-119

5.24.6 Oerlikon Solar Environmental Commitment 5-120

5.24.7 TÜV Rheinland certificate for Oerlikon Solar

ThinFabTM Modules 5-121

5.24.8 Oerlikon Solar 120 MW-ThinFab™ Order 5-121

5.25 Petra Solar 5-123

5.25.1 Petra Solar Utility Pole Solar 5-123

5.25.2 Petra Solar Remote Monitoring And Control 5-124

5.25.3 Petra Solar Wins Smart Grid & Clean Tech

Techamerica American Technology Awards 5-125

5.25.4 Petra Solar National Smart Solar Energy

Plan at Jordan - U.S. Business Forum in Middle East 5-126

5.26 QCells 5-127

5.26.1 QCells Revenue 5-130

5.26.2 QCells Revenue 5-130

5.27 Scatec Solar 5-132

5.27.1 Scatec Solar Corporate Structure 5-132

5.27.2 Scatec Solar Offers One-Stop-Shopping 5-134

5.27.3 Scatec Solar Role in Scatec Group 5-134

5.27.4 Scatec Solar 4 MW Solar PV Plant in Puglia, Italy 5-135

5.27.5 Scatec Solar builds 6 MW Solar PV Plant In A Former

Mine In Emilia 5-136

5.28 Schott 5-137

5.28.1 SCHOTT Solar Global presence 5-138

5.28.2 SCHOTT Solar Photovoltaics (PV) Business Division 5-138

5.28.3 SCHOTT Solar 2008 – Hospital Ward In Senegal 5-140

5.28.4 SCHOTT Light for Tanzania 5-141

5.28.5 SCHOTT Solar PV and Consolidated Solar

Technologies Inaugurate Photovoltaic Solar

Installation at Moriarty High School 5-141

5.28.6 SCHOTT Solar Black Frame Modules 5-142

5.28.7 SCHOTT Solar comes out on top in PV+

Test Conducted by Solarpraxis and TÜV Rheinland 5-143

5.29 SEC Solar Energy Centre 5-143

5.30 SENER 5-144

5.31 Sharp Solar 5-145

5.31.1 Sharp Solar Revenue 5-148

5.31.2 Sharp Corporation Regional Sales 5-150

5.31.3 Sharp Electronics Corporation 5-151

5.31.4 Sharp 3.1 gigawatts in 2007 to 4.3 gigawatts By 2010:

Cumulative Solar Cell Production Volume 5-151

5.31.5 Sharp Solar Thin Film Solar Modules 5-152

5.31.6 Sharp Revenue 5-156

5.32 SMA Solar Technology AG 5-157

5.32.1 SMA Solar Technology Acquisition of dtw Sp.z o.o. 5-159

5.32.2 SMA Solar Technology AG Revenue 5-159

5.33 Solyndra 5-160

5.33.1 Solyndra: The Rooftop Solar Leader 5-161

5.33.2 Solyndra Installation Delhaize 5-161

5.33.3 Solyndra Solar Solution For Commercial Metal Roof Market 5-165

5.33.4 Solyndra Solar Panels Help Power Qwest Field Event Center 5-168

5.34 Telio Solar 5-170

List of Tables and Figures

Thin Film Solar Executive Summary

Table ES-1 ES-3

Thin Film Solar Market Key Driving Forces

Table ES-2 ES-4

Forces Driving Investment in Thin Film Solar Energy

Figure ES-3 ES-7

Thin Film Solar Panel and Systems Market Shares,

Dollars, 2010

Figure ES-4 ES-11

Thin Film Solar Panels and Systems Market Forecasts,

Dollars, Worldwide, 2011-2017

Thin Film Solar Market Description and Market Dynamics

Figure 1-1 1-6

Driving Forces for Climate Change

Table 1-2 1-7

International Energy Agency Forecasts for 2030

Table 1-3 1-8

Importance of Energy Management

Figure 1-4 1-10

Global Primary Energy Scenario

Table 1-5 1-14

Solar Fosters Energy Independence

Figure 1-6 1-16

Fraunhofer Institute for Solar Energy Systems

Figure 1-7 1-17

Flisom Thin-Film Technology For Flexible CIGS Solar Cells

Figure 1-8 1-19

Solar Panel Azimuth Angle and Magnetic Declination

Figure 1-9 1-21

Nanocrystalline Silicon Layers

Figure 1-10 1-22

Average Solar Irradiance

Figure 1-11 1-23

Global Solar Resources for PV Photovoltaic and CSP Technologies

Figure 1-12 1-24

Regional Power Output Levels Per kw Of Generation

Using GE Solar Electric Power Systems

Figure 1-13 1-25

Map of Solar Electricity Potential In Europe

Figure 1-14 1-26

Sunshine Index, U.S.

Figure 1-15 1-28

US Average Daily Solar Energy Received By A

Latitude Tilt Photovoltaic Cell

Figure 1-16 1-29

Phases of Migration to Sustainable Solar Markets

Figure 1-17 1-30

Public Policy to Encourage Sustainable Economics

Table 1-18 1-31

Sustainable Solar Energy Market Aspects

Figure 1-19 1-34

Australian Government Solar Technology Testing

Table 1-20 1-38

Building And Construction Market Shifts Around Solar Energy

Table 1-21 1-44

Parts Of The Solar Cell Manufacturing Process

Thin Film Solar Market Shares and Market Forecasts

Table 2-1 2-3

Thin Film Solar Market Growth Key Factors Driving Demand

Table 2-2 2-4

Forces Driving Investment in Thin Film Solar Energy

Figure 2-3 2-6

Thin Film Solar Panel and Systems Market Shares, Dollars, 2010

Table 2-4 2-7

Thin Film Solar Energy Market Shares, Dollars, Worldwide, 2010

Table 2-5 2-14

HelioVolt Solar Panel Thin Film Benefits

Figure 2-6 2-19

Thin Film Solar Panels and Systems Market Forecasts,

Dollars, Worldwide, 2011-2017

Table 2-7 2-20

Thin Film, Crystalline Silicon, and

Concentrated Power Solar Market Segments,

Dollars, Worldwide, 2011-2017

Figure 2-8 2-25

First Solar Module Roadmap to Grid Parity

Figure 2-9 2-27

Solar Thin Film Installation

Figure 2-10 2-28

Thin Film Solar Panel Percentage of PV Module Production

Table 2-11 2-30

Thin Film Photovoltaic Product Attributes:

Table 2-12 2-32

Thin Film PV Technology

Table 2-13 2-33

Solar Crystalline Silicon, Thin Film, Concentrated

Power Market Segments, Percent, Worldwide, 2011-2017

Figure 2-14 2-34

Solar Industry Dollars to Megawatts Ratio, Worldwide,

Forecasts, 2010-2017

Figure 2-15 2-35

Solar Industry Dollars to Megawatts Ratio, Forecasts, 2010-2017

Figure 2-16 2-38

Solar Panel and Systems Market Shares, Dollars, 2010

Table 2-17 2-40

Solar Energy Market Shares, Dollars, Worldwide, 2010

Figure 2-18 2-43

Solar Panel and Systems Markets Forecasts Dollars,

Worldwide, 2011-2017

Table 2-19 2-44

Solar Market Segments Dollars, Worldwide, 2011-2017

Figure 2-20 2-45

Solar Panel and Systems, Megawatts Shipped, Worldwide, 2010

Table 2-21 2-46

Solar Panel Megawatts Shipped Market Shares, Worldwide,

2009 and 2010

Table 2-22 2-47

Solar Market Segments MegaWatts and

Dollars Comparison, Worldwide, 2011-2017

Table 2-23 2-52

Solar Energy Significant Growth Factors

Table 2-24 2-53

Solar Energy Growth Aspects

Table 2-25 2-57

Electrical Storage Mechanisms

Table 2-26 2-59

Solar Panel Megawatts Shipped Market Shares, Worldwide,

2009 and 2010

Figure 2-27 2-60

Solar Energy Shipments, Market Forecasts MegaWatts,

Worldwide, 2011-2017

Table 2-28 2-61

Solar Market Segments MegaWatts, Worldwide, 2011-2017

Figure 2-29 2-63

Crystalline Silicon c-Si PV and Thin Film PV

Photovoltaic Technologies

Figure 2-30 2-64

c-Si PV Photovoltaic Technologies

Figure 2-31 2-65

Silicon Global Module Trend

Figure 2-32 2-66

Size of Commercial Rooftops in Square Feet and Solar

Rooftop Penetration Analysis

Table 2-33 2-67

Selected Solar Rooftop Installations

Figure 2-34 2-68

Commercial Solar Panel Units and Dollars, 2011-2016

Table 2-35 2-69

Solar Energy Storage Aspects

Figure 2-36 2-70

Solar Panel Commercial Photovoltaic Market Forecasts,

Worldwide, Dollars, 2010-2016

Table 2-37 2-71

Trackers Transform Commercial Rooftop Solar:

Table 2-38 2-72

Solar Rooftop Panels and Trackers

Table 2-39 2-75

Solar Energy Marketplace And Secure Power For Buildings

BIPV Market Factors

Figure 2-40 2-76

Global Solar Resources for PV Photovoltaic and CSP Technologies

Table 2-41 2-77

BP Solar ROI

Table 2-42 2-79

Glass Market Segments, Dollars, Worldwide, 2010

Table 2-43 2-80

Glass Building and Automotive Market Segments,

Dollars, Worldwide, 2010

Table 2-44 2-84

Vertically Integrated Manufacturing Capabilities

Table 2-45 2-85

Solar Panel and Systems Regional Market Segments, 2010

Table 2-46 2-85

Solar Panel and Systems Regional Market Segments, 2010 85

Table 2-47 2-97

Risks Related to Doing Business in China 97

Thin Film Solar Product Description

Figure 3-1 3-2

First Solar Operations and Maintenance O&M

Advanced Features And Infrastructures

Figure 3-1 (Continued) 3-3

First Solar Operations and Maintenance O&M Advanced

Features And Infrastructures

Table 3-2 3-1

DayStar CIGS on Glass

Figure 3-3 3-13

MiaSole Frameless Double Glass Module

Table 3-4 3-14

MiaSole Thin Film Solar Key Features

Table 3-5 3-15

MiaSole Thin Film Solar Electrical and Thermal Performance

Table 3-6 3-16

MiaSole Thin Film Solar Physical and Mechanical Specifications

Table 3-7 3-17

MiaSole Thin Film Solar Panel Size Specifications

Figure 3-8 3-18

MiaSole Technology

Figure 3-9 3-21

Q-Cells Q.SMART 75-95

Table 3-10 3-22

Q-Cells Q.SMART 75-95 Product Benefits

Table 3-11 3-23

Q-Cells Q.SMART 75-95 Target Markets

Figure 3-12 3-24

HelioVolt Solar Panels

Table 3-13 3-28

HelioVolt Modules Next Generation Thin Film Solar Technology:

Figure 3-14 3-32

Masdar PV modules

Figure 3-15 3-34

Masdar PV Thin-film Modules

Table 3-16 3-35

Masdar PV Modules Quality and Performance Aspects

Table 3-17 3-36

Masdar PV Micromorph Thin-Film Solar Modules

Quality and Performance

Table 3-18 3-37

Masdar PV Micromorph Thin-Film Solar 

Modules Production Lines

Table 3-19 3-40

HelioVolt Thin-Film Copper Indium Gallium

Selenide ("CIGS") Module Advantages

Table 3-20 3-41

HelioVolt Solar Panel Thin Film Benefits

Figure 3-21 3-43

Ascent Solar Technologies Building Integrated

Photovoltaics (BIPV) Modules

Table 3-22 3-44

Ascent Solar's WaveSol™ Light Building

Integrated Modules Functions

Table 3-23 3-45

Ascent Solar WaveSol™ Light Modules

Building Integration Benefits:

Figure 3-24 3-46

Ascent Solar Electronic Integrated Photovoltaics (EIPV) Modules

Table 3-25 3-47

Ascent Solar's WaveSol™ Mobile Modules

Figure 3-26 3-48

Ascent Solar WaveSol™ Mobile Module Features

Figure 3-27 3-48

Ascent Solar WaveSol™ Mobile Module Target Markets

Table 3-28 3-49

Ascent Solar WaveSol™ Mobile Product Benefits for

Electronic Integration

Figure 3-29 3-50

Ascent Solar Defense Module & Applications

Table 3-30 3-51

Ascent Solar Military Applications

Table 3-31 3-51

Ascent Solar WaveSol™ Extreme Modules: At-A-Glance

Table 3-32 3-52

Ascent Solar's WaveSol™ Extreme Solar Modules

Figure 3-33 3-54

Ascent Solar Cell Phone

Table 3-34 3-55

Ascent Solar WaveSol™ Micro Modules

Table 3-35 3-56

Ascent Solar Electronic Devices Ideal for Ascent

Solar WaveSol™ Custom Modules

Table 3-36 3-57

Ascent WaveSol™ Micro Solar Electronic Product Benefits

Figure 3-37 3-59

Solyndra Systems Cylindrical Design

Figure 3-38 3-60

Solyndra Systems Copper Indium Gallium Diselenide

(CIGS) With A Hermetic Seal At The

End Of Each Module

Figure 3-39 3-62

Solyndra vs. Conventional Rooftop PV Systems

Figure 3-40 3-64

Solyndra vs. Conventional Rooftop PV Systems

Figure 3-41 3-65

Solyndra Systems Conventional Flat PV Panels

Figure 3-42 3-66

Solyndra Systems Independent Testing Labs

Figure 3-43 3-67

Solyndra Systems Leverages Benefits of a Solar Cylinder

Figure 3-44 3-69

Solyndra Cylinder Systems

Figure 3-45 3-70

Solyndra Systems Benefits In a Snowy Environment

Figure 3-46 3-71

Solyndra Systems Cylindrical Design Attracts

Less Dirt And Airborne Particles, And Moisture

Figure 3-47 3-72

Solyndra Systems Cell Type Cylindrical CIGS Features

Table 3-48 3-73

Solyndra Systems Benefits for Greenhouse Applications

Thin Film Solar Technology

Figure 4-1 4-1

Solar Reflector System

Figure 4-2 4-4

Thin Film Technologies

Figure 4-3 4-5

Photovoltaic Cell, Module, and Array Systems

Table 4-4 4-7

Types of PV Systems:

Figure 4-5 4-10

Cross Section of Typical CIGS Solar Cell

Figure 4-6 4-12

Photovoltaic PV Theoretical Limits

Table 4-7 4-14

Fist Solar Technology Advantages

Figure 4-8 4-15

First Solar Technology Pathways to Improved

Solar Conversion Efficiency

Figure 4-9 4-17

PV Module Technology & Manufacturing

Figure 4-10 4-18

First Solar Top Down Efficiency of CdTe Technology

Figure 4-11 4-19

Bottom Up Efficiency of CdTe

Figure 4-12 4-21

CdTe Capabilities vs. First Solar Requirements

Figure 4-13 4-22

First Solar Comparison of CdTe to Other Technologies

Figure 4-14 4-23

Tuson Arizona Electric Use of Solar Power

Figure 4-15 4-24

First Solar Improvements in Module Conversion Efficiencies

Table 4-16 4-25

First Solar Roadmap

Figure 4-17 4-26

First Solar Module CdTe Efficiency Gains vs.

Crystalline Silicon >3x

Figure 4-18 4-30

Thin Film Panels

Figure 4-19 4-31

Effect of Shading on Solar Panel Efficiency

Table 4-20 4-36

Polysilicon Producers

Figure 4-21 4-37

Polysilicon Feedstock to Module Competitive

Cost Structure

Thin Film Solar Company Profiles

Table 5-1 5-4

Applied Materials Silicon Systems Group Global Positioning

Table 5-2 5-5

Applied Materials Company Facts

Table 5-3 5-6

Applied Materials Core Competencies To Achieve Leadership

Figure 5-4 5-11

Ascent Solar Technologies Panel

Figure 5-5 5-12

Ascent Solar Technologies Flexible Substrate

Table 5-6 5-15

Ascent Solar Company Positioning

Figure 5-7 5-16

ATS Automation Tooling Systems

Table 5-8 5-18

ATS Positioning

Figure 5-9 5-23

Bosch Solar Energy Target Markets

Figure 5-10 5-25

Bosch Solar Cell

Figure 5-11 5-26

Bosch Solar Cells: Production

Figure 5-12 5-35

DayStar CIGS Monolithic Manufacturing Process

Figure 5-13 5-40

Dow Policy Of Transparency And Accountability

Table 5-24 5-41

Dow Positioning

Table 5-14 5-45

Dye Solar Cells Benefits

Figure 5-15 5-56

First Solar Shipped Modules Energy Generating Capacity

Table 5-16 5-58

First Solar Achievements

Figure 5-17 5-63

G24I Flexible Solar Module

Table 5-18 5-64

G24i’s Dye Sensitized Thin Film: Features

Table 5-19 5-65

G24I Indoor Solar Power Target Markets

Table 5-20 5-66

G24I positioning

Table 5-21 5-67

G24I Technology Platform: Manufacturing Technologies

Figure 5-22 5-80

Masdar PV Thin-Film Modules

Table 5-23 5-82

Masdar PV Focused And Holistic Strategy Activities

Table 5-24 5-83

United Arab Emirates Technology Commitment to Masdar

Table 5-25 5-84

Masdar PV Technology Development Partners

Figure 5-26 5-89

MEMC business units: Semiconductor Materials, Solar

Materials and Solar Energy Served Market Size

Table 5-27 5-90

MEMC Leadership and Expertise

Figure 5-28 5-91

MEMC Global Sales And Manufacturing

Figure 5-29 5-92

MEMC Wafer Manufacturing Process

Table 5-30 5-98

MEMC Solar Energy ROI Advantages

Table 5-31 5-100

Motech Solar Cells Quality Advantages

Table 5-32 5-101

Motech Cell-To-Module Performance (CTM)

Figure 5-33 5-102

Motech Moonnocrystalline x-Cells

Figure 5-34 5-106

Mitsubishi Electric Power Module for Electric Vehicles

Table 5-35 5-107

Mitsubishi Electric Group J-Series Features

Table 5-36 5-108

Mitsubishi Electric Group Automotive-

Grade Quality And Functionality

Table 5-37 5-109

Mitsubishi Electric Group J-Series T-PM

Table 5-38 5-110

Mitsubishi Electric Group Power Module

Test Samples Specifications

Table 5-39 5-118

Oerlikon Solar Positioning

Table 5-40 5-122

Oerlikon Solar's ThinFabTM Advantages:

Figure 5-41 5-123

Petra Solar Utility Pole Solar

Figure 5-42 5-131

QCells

Figure 5-43 5-132

QCells 2010 Targets and Achievements

Figure 5-44 5-133

Scatec Solar Corporate Structure

Table 5-45 5-139

SCHOTT Solar Products Photovoltaic Modules Advantages

Figure 5-46 5-146

Sharp Solar Power Plants

Figure 5-47 5-147

Sharp Solar Auto

Table 5-48 5-154

Sharp Solar Panel Advantages

Figure 5-49 5-163

Solyndra Rooftop Systems

Figure 5-50 5-164

Solyndra Rooftop Solar Systems

Figure 5-51 5-166

Solyndra Rooftop Mounting Solar

Figure 5-52 5-168

Solyndra Rooftop Solar