printed plastic solar for emerging markets - cleantech

Printed Plastic Solar for Emerging Markets Cleantech Investment Forum, Amsterdam

Simon Bransfield-Garth CEO

May 2011

Off-Grid Solar Market

•  1.5Bn people without electricity •  $38Bn / year spent on kerosene lighting •  10¢ lamp costs up to $50/yr to run •  500M people spend $15-35/yr to charge phones

Eight19 Ltd - CONFIDENTIAL

The Solution – Solar Powered Consumer

•  Transformational not incremental •  Enables commerce, education, economic activity •  Solar Cell dominates the cost


Printed Plastic (Organic) Solar


•  Printing revolutionises manufacturing costs and scalability of solar cells

•  Characteristics –  Robust, lightweight plastic films –  Based on abundant elements –  Customisable design –  10th of the CAPEX of Silicon Cells

Eight19 Heritage

Professor Sir Richard Friend FRS

•  Built on technology pioneered at Cambridge University

•  Company formed in 2010 –  Series A investment of £4.5M

($7M) –  Founded by Plastic Electronics

experts

•  Ongoing connection to University –  Principal investigators

•  Prof. Sir Richard Friend, FRS •  Prof. Henning Sirringhaus, FRS •  Prof. Neil Greenham

–  Exclusive access to IP from a team of some 50 researchers


High Volume Roll-to-Roll Manufacturing Chemistry Sheet-‐fed cells Device Architecture


Addressable Market Size

•  Phone Charger –  500M addressable customers

TODAY spending $15-35/yr –  $15 charger street price –  $3 ex works for solar cell –  $1.5Bn solar cell market

•  Motivated channel •  Global distribution •  Established business

model •  Product turnover 3 years


•  Solar Lantern –  1.5Bn potential customers

globally –  Still 1.2Bn in 2030

•  Example market –  India, 85M households –  Established channel –  Immediately addressable

market > 2*85M*$3 = $500M –  Additional government and

possible Carbon Offset subsidy

Revenue Model – OEM Supplier

Materials Partners

Solvents

Photoac;ve Materials Encapsula;on Electrodes

Manufacturing Partners

OEM Integrators

COMMERCIAL ASSETS Module Design

Manufacturing Process System Integra;on

IP (patents / trade secrets) Partner rela;onships

eight19 - CONFIDENTIAL

Tier-‐1 Suppliers Tier-‐1 Customers

Supplier of customised solar modules to high volume OEM integrators on a roll of plastic film

Industrial off-‐grid (with mid life replacement) On-‐Grid (with mid life replacement)

BIPV Industrial off-‐grid Long lived consumer (e.g. Automo;ve)

Plastic Solar has Clear Competitive Niche

1%

4%

2%

16%

8%

Efficiency

32yr 16yr 8yr 4yr 2yr

Technology Prototype

Life;me

Conven;onal Solar Farms Consumer built-‐in

Disposable consumer

-‐ adver;sing, packaging

Off-‐grid consumer in emerging markets

-‐ ligh;ng, charging

Western off-‐grid

-‐ leisure, safety

Military, specialist

BIPV / BAPV in laminated glass, possibly with replacement

Early off-‐grid indoor

nanopower (sensors etc)


Management Team

•  Simon Bransfield-Garth – CEO –  Leadership Team & VP Global Marketing, Symbian –  String of VC backed Cxx roles over 25 years

•  John Bradshaw – CFO –  15 years VC backed business experience as CFO, one IPO –  11 years at Arthur Anderson

•  Dr Michael Niggemann – CTO –  Head of Fraunhofer Institute Organic Solar Division –  Recognised expert in the field

•  Dr Kieran Reynolds – COO –  10 years experience developing plastic electronics


Thank You!

Simon Bransfield-Garth, CEO +44 7747 065 687

[email protected]


printed plastic solar for emerging markets - cleantech

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