future pv roundtable · market-driven growth opportunities same sun. more power.™ dsm innovative...
TRANSCRIPT
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Future PV Roundtableat Renewable Energy India 2018
Enablers and drivers of innovation
1
Initiative partner
September 2018 – Future PV Roundtable at REI
Gold sponsor
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Welcome & Q&A
Fezan Sayed
Head of Strategy and Sales
Americas
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Bifacial module export 2018
Trends• China module export data 1H18 show low level of
export• Almost all order small• EU and Japan have been strongest export market,
followed by emerging markets: India, Iran, South Africa
Major Constraint• Lack of unified standards for rearside power
generation• This constraint most pervasive outside of China,
where the Top Runner Program, which allows bifacial, brings validation and impetus
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Bifacial technology trends
• In the past, bifacial modules were either HJT of N-type PERT.
• Not all N-type modules were bifacial. • In 2017, Taiwanese producers started to promote
bifacial P-type PERC cells.• In 2018, P-type PERC cells widely promoted in
China’s 5 GW “General Top Runner Program”• Bids to the “General Top Runner” mono-Si PERC:
67% of total bids. N-type also increased: to 17.5%.• Bifacial modules represent 30-50% of the 5 GW
“General Top Runner Program – making it major source of bifacial demand in China in 2018.
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Supply-demand forecast of bifacial modules
• Almost no cost increase in cell production. Module cost increase 1-2 cents/W – double glass / framed / frameless
• Forecast development focused on bifacial P-type PERC, hence negligible cost increase.
• Bifacial is “the trend” high efficiency technology pathway. Success in “General Top Runner Program” would ensure further increase.
• Efficiency boost accepted in downstream markets.
• 2019 forecast for significant bifacial demand growth.
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Panel I
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Panel I
Harsh GovilV.P. -Production
Adani
Rahul KapilVP Operations and Director
LONGi
Daniel GregerProduct Manager BU
UtilitySMA AG
Karishma DagarMD India
Soltec
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Fireside chat I
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Fireside chat I
Sunit AryaHead of Sales
Uma Guptapv magazine India Editor
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Presentation I
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Module Level Power Electronics(MLPE) and
their future in Indian Rooftop Scenario
Subrahmanyam PulipakaCEO, Soreva Energy Group
Working Chairman, Africa India Youth Energy Forum
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THE TECHNOLOGY
➤Direct current (DC) power optimizers and micro-inverters are together categorised as
module-level power electronics (MLPE)
➤DC power optimizers:
➤Attached to or integrated in the junction box of a PV module
➤Designed to increase the power yield before sending an optimized DC voltage
to a central inverter
➤A simple DC-DC converter that performs maximum power point tracking
(MPPT) at module level.
➤Microinverters:
➤ Same as a central (or string) PV system inverter that converts DC into
alternating current (AC), but at PV module level
➤The output of each PV module is unaffected by the other modules in the system.
➤This is in contrast to a conventional PV system in which the modules are
connected in strings and then wired to a central inverter.
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WORKING
➤DC power optimizers:
➤ Improve performance under shading or other mismatch conditions
➤Low-voltage safety under emergency disconnect conditions
➤Relaxed design constraints for the PV installer.
➤Microinverters:
➤ Improve overall system AC output when a PV system must be
mounted on more than one roof plane or during uneven shading.
➤ Increase the effective overall PV system output
➤ MLPE can also allow for pro-active module-level performance
monitoring and diagnostics
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Case Study - Indian Rooftop
Shading as seen on panel
DC Optimizers Connected
Tree Induced Partial Shading
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RESULTS
➤ Average performance increase - 12.9%
➤ Cumulative peak performance increase - 6%
➤ Additional Cost Variable - 15-20%
➤ ROI (Increase in Efficiency vs Price per kWh) -28 months
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Src: GTM Research; The Global PV Inverter and MLPE Landscape: H1 2018
MLPE MARKET
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MLPE AND INDIAN MARKET
➤ Opportunity
➤ Innovative/Indigenous Products to serve Indian market
➤ New paradigm for module manufacturing
➤ Challenges
➤ Economics of Scale
➤ Skilled labour
➤ Quality
➤ Streamlining of O&M
➤ Better solar asset management
➤ Necessity
➤ Digitisation of Solar power administration
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THANK YOU
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Presentation II
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Innovation in risk-averse environments: Learnings from other industries
19 September 2018Vivek Chaturvedi DSM Regional Business Director IMEA
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Royal DSM @ a glance: a company with a purpose (2017 numbers)
Page 21
Africa:
73 employees
North America
> 3,000
Europe
> 9,000 Asia
> 6,000
RoW
> 250
Latin America
> 2,000
Workforce
Materials
Sales
Animal Nutrition
& Health
Human Nutrition & Health
Food Specialties & Personal Care
• Strategy well aligned with the Sustainable Development Goals
• Global workforce ~25,000 employees
• Sales ~€8.6bn
• EBITDA €1,445m
• Intrinsically innovative company: 21% sales from innovation
• ~ 45% sales from high-growth economies
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DSM: a purpose led, performance driven, science-based companyactive in Nutrition, Health and Sustainable Living
Page 22
… provide growth opportunities
in the focus-domains …
SDGsGlobal
Megatrends
Future-proof
DSM’s key
competences …
… addressing
megatrends/SDGs …
Nutrition
& Health Climate
& Energy
Resources &
Circularity
Sustainable
Living
DSM Advanced Solar:
Make clean solar energy
possible for all.
• Develop technologies that amplify
the power generated by solar PV
systems, thereby reducing the LCOE
• Establish a portfolio that will deliver
market-driven growth opportunities
Same sun. More power.™
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DSM innovative solutions are lowering the cost of solar power
Page 23
Backsheet
Encapsulant
Encapsulant
Glass
Frame
Junction box
DSM Anti-Reflective coating Delivers a 3% higher power output consistently in flash tests
compared to uncoated cover glass
DSM Endurance backsheetsReliable solar performance in extreme environments
Cells
DSM Anti-Soiling coatingIncreasing IRR of solar projects, by increasing power output and
lower maintenance costs
DSM Conductive backsheetsFor back-contact high power modules
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Two cases of innovation adoption after entering mass production
Page 24
0
20
40
60
80
100
2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020
adopti
on r
ate
(%)
Market adoption curves
Anti-Reflective coating PERC
“FAST”
3% module output gain
Drop-in solution
relative low investment
BUT less-critical component
“SLOW”
ARC
PERC
4-5% module output gain
Drop-in solution
relative low investment
BUT critical component Start mass production
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Some of the adoption barriers in the PV market
Page 25
INDUSTRY TECHNICAL FINANCIAL
To grow or to innovate
Accepted customer beliefs
Innovation track record
25 year field performance
Technology roadmap?
Disruptive solutions (no drop-in)
Upfront investment
Bankability?
Upstream cost vs. downstream
value
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How to accelerate the adoption of innovations?
Page 26
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Dyneema®, by DSM, the world’s strongest, lightest, most versatile fiber
7 timesstronger then steel
Applications in life
protection, ropes,
nets, and cut
resistance gloves
Page 27
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Deepsea installation with fiber ropes made with Dyneema®
Orchestrate the entire eco system:
Create alliances with customers,
OEMs and certification company
Create win-win for everyone
Patience
Page 28
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Synthetic link chain made with Dyneema®
Page 29Page 29
Apply well-accepted design
(customer belief)
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Fire up with innovators
Page 30
Fire up with innovators first
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DSM Advanced Solar - Embracing Open Innovation
Page 31
Licensing-In
Venturing
Acquisitions
Out-Licensing
Joint R&D
Solar PV Scientific Advisors
Solar PV Market Advisors
Joint Business Developments
Illustrative, non-exhaustive overview
Anti-Reflective
coating
Anti-Soiling
coating
Endurance
backsheet
Conductive
backsheet
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The innovation race is on. Join us.
Page 32Page 32
DSM Advanced Solar
email: [email protected]
www.dsm.com/solar
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Thank you / Questions?
Page 33Page 33
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DISCLAIMER Although DSM has used diligent care to ensure that the information provided herein is accurate and up to
date, DSM makes no representation or warranty of the accuracy, reliability, or completeness of the information. This
publication is distributed without warranty of any kind, either expressly or implied. In no event shall DSM be liable for
any damages arising from the reader’s reliance upon, or use of, these materials. The reader shall be solely responsible
for any interpretation or use of the material contained herein.
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Panel II
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Panel II
Vivek Chaturvedi India, Middle East and Africa
Regional Director Solar
Surbhi SinghviManager – Consulting
Bridge to India
Subrahmanyam PulipakaFounder and CEO
Soreva Energy Group
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Fireside chat II
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Fireside chat II
Christoph ArtnigHead of Renewables Marketing
Uma Guptapv magazine India Editor
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Conclusions
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See you at our next Future PV Roundtable in…
• Anaheim
September 2018 – Future PV Roundtable at REI