MANZ CIGS TECHNOLOGY GmbH MANZ AG - … · MANZ AG Die PhotovoltaikDünnschichttechnologieimglobalen Wettbewerb MANZ CIGS TECHNOLOGY GmbH Bernhard Dimmler, Wissenschaftsforum Darmstadt,

MANZ AGDie Photovoltaik Dünnschichttechnologie im globalen

Wettbewerb

MANZ CIGS TECHNOLOGY GmbH

Bernhard Dimmler, Wissenschaftsforum Darmstadt, 17-10-25

© Manz CIGS Technology GmbH / Dimmler Wissenschaftsforum 2017 Darmstadt 217-10-25

Source:

SolarIndustryForum/PVSEC Amsterdam 2017

Share of global of European market85% 74% 8 %

MARKET SHARE BY CONTINENTS, CO2 EMISSIONSPHOTOVOLTAIC - MARKET DEVELOPMENT WORLDWIDE

Present situation PV in Europe:

• module manufacturers closed or

Asian take over

• production equipment comanies still leading

• R&D base still number 1 worldwide

e.g. Germany:CO2 emission reductiongoal (ref. 1990):-40% until 2020

Source: Agora Energiewende

Sept. 2017

Realistic-30-31%

goal-40%


SHIPMENTS PV MODULES WORLDWIDE OVER LAST DECADE

0

5.000

10.000

15.000

20.000

25.000

30.000

35.000

40.000

Multi-cSi

Mono cSi

a-Si/µcSi

CdTe

CIGS

Sh

ipm

ents

[M

Wp]

1,9853,073

5,4927,913

17,40223,579

26,062

34,011

39,397

50,877

69,546total shipmentsin MWp/a

CAGR2011-2016 2006-2016

27% 42%

26% 45%

-31% 1%

7% 46%

6% 81%

in total24% 43%

• Thin films increasing steadily in volume,• Much less than cSi, share in 2016 only 5%

Source: © Data from Paula Mints, SPV Market Research, 2017

ALL MATERIALS, CUMULATED AGGREGATED GROWTH


0

500

1.000

1.500

2.000

2.500

3.000

20

06

20

07

20

08

20

09

20

10

20

11

20

12

20

13

20

14

20

15

20

16

a-Si/µcSi

CdTe

CIGS

CAGR2011-2016 2006-2016

-31% 1%

7% 46%

6% 81%Sh

ipm

ents

[MW

p]

Source: © Data from Paula Mints, SPV Market Research, 2017

a-Si and a-Si/µc-Si out

CdTe & CIGS still based on one player each

DETAILS ON THIN FILM MODULESSHIPMENTS PV MODULES WORLDWIDE OVER LAST DECADE


Source: IEA 2014

� By 2016, less than 300 GWp have been installed

� In 2050 or before between 4.000 and 30.000 GWp PV will be installed,

depending on political regulation scenario

Source: Eicke Weber, FhG ISE


POTENTIAL: FUTURE ENERGY GENERATION BY PVPHOTOVOLTAIC ENERGY PRODUCTION


COMPARISON OF ELECTRIC ENERGY PRODUCTION COSTSPHOTOVOLTAIC ENERGY PRODUCTION

Source:


PVwell competitivein costalready in Germany

furthercost reductionin future

PV will becomedominant electricenergy source

-82%


Crystalline Silicon

Thin Films

Silicon Wafer Cell Module

CIGS CdTeCu(In,Ga)(Se,S)2

separated and different production steps

Integrated manufacturingAll production steps in one lineFrom the raw material to the final product

MATERIALS: CRYSTALLINE SILICON - THIN FILMSPHOTOVOLTAICS


� manufacturing with high productivity: large area manufacturing, high

throughput, integrated manufacturing, highly automated operation

� high product quality, efficiency:

CIGS: cell max. 22.6 %; module max. 17%

CdTe: cell max. 22.1 %; module max. 18.6%

� low material consumption:

solar cell thickness 3 µm

� low energy needs:

energy pay back time: today ≤ 6 month, cSi ca. x 3

� high energy ratings in application: low temperature coefficient, low

sensitivity in partial shading conditions

� elegant appearance and flexible design

THIN FILMS ADVANTAGES versus crystalline SILICONPHOTOVOLTAICS

3 µ

m

Thin film – cSisqcm

7,200 - 25024,000

module eff. in %15-17 15-20

150µm

EPBT [month]

≤ 6 15-20

High temperature+10-15%


AVAILABLE CAPACITIES ON THIN FILMS WORLDWIDETHIN FILM INDUSTRIES IN PV

Source: press releases companies & estimates and assessments by the author

CdTe• First Solar biggest(further scaling and new generationannounced but shifted to > 2018)

• One newcomer in China(derivate Antec/Roth&Rau)

a-Si/µc-Si minimal / out

CIGS• Solar Frontier biggest

(further scaling unclear)

• Avancis ++• Hanergy: Solibro, Miasólé (?)• Stion (?)• Manz/Shenhua ++

CIGS increased and will increase more with big investments by Chinese companies,further scaling announced

2016 2017 2018First Solar CdTe Malaysia/USA 3.000 3.200 3.200

CTS/CNBM CdTe China 300

total CdTe 3.000 3.200 3.500Solar Frontier CIGS Japan 1.050 1.050 1.050

Avancis/CNBM CIGS Germany/Korea 100 100 200

Avancis/CNMB CIGS China 300

solibro/Hanergy CIGS Germany/China 100 100 400

Miasolé/Hanergy CIGS flex USA/China 75 75 375

stion CIGS USA 75 75 75

Manz/NICE CIGS Germany/China 8 8 52

Shenhua CIGS China 306

total CIGS 1.408 1.408 2.758

MW/a operatedproducer material location


PRICE LEARNING CURVE: COMPARISON ofCRYSTALLINE SILICON versus THIN FILMS

PHOTOVOLTAIC MODULE PRICE

Further reduction expected, but declination depending on extrapolation !Thin Films equal or even steeper as young technology (just started to enter a linearbehavior) and more reduction potentials are still to be exploited !


Manz CIGS Technology GmbH – NICE solar energy

Where do we come from ?

Where we are now ?

What we can offer ?


combining the best of all professions

� 40 yrs of CIGS base research at ipe & ZSW

� > 20 years of CIGS technology development at ZSW & Würth Solar

� > 10 years of CIGS mass production at Würth Solar

� > 15 yrs equipment supplier for PV cSi & thin film production

� > 20 yrs mining company and energy supplier

WHERE DO WE COME FROM ?

MANZ CIGS TECHNOLOGY GMBH – NICE SOLAR ENERGY / SCHWÄBISCH HALL

2009was founded by Shenhua

Start basic research on thin film PV

1975

groundbreaking research on CIGS solar cells

1975 - 2005

Foundation of ZSW

1988

Establishment of Würth Solar

1999

ramp pilot production of CIGS modules

1995

17.8% European record cell

2004

15MW� 30MW

2008

2000Fully automated c-Si production lines

2006IPO

equipment supplier for thin film PV market

since 2005

Established by Dieter Manz

1987

2015

16% CIGS world record module

exclusive rights for Würth CIGS technology

2010

Manz takes over WürthInnoline

2012

Manz Taiwan wet chemical equipment

2008

19.6 record cell from Inline CIGS deopsition

2009

2000 startpilot production

re-structuring toInnoline

2011

ramp of first CIGS mass production

2006

support technology scale-up

since 2000

21.7 world record cell

2014

2010Manz Coating supplier for vacuum machines


2010

201214.6% best ever

produced thin film module

Founded1995; 22 years ago


2016

2010First time listed on the 500 fortune companies

2014“1245”clean energy development strategy get implemented

2017

Start strategic cooperation with Shanghai Electric Group & ShenhuaGroup

2017


F&E Bau Produktions-CIGS Produktionstechnik Anlagen CIGSfab´s

Produktion PV ParksCIGS Module Bau und Betrieb

Betrieb CIGSfab´s Stromverkauf

BUILDING JOINT VENTURES – A VERTICAL INTEGRATION


Zusammenarbeit mit ZSW StuttgartInnovationslinie in Schwäbisch Hall+ CIGSlab 44 MWp/a in Bejing

Turnkey Anlagenbau Manz AGCIGSfab´s 44 + 306 MWp/a

Betrieb CIGSfabund Produktion von

306 MWp/ain Chongqing City

CIGS-SystemeInstallation

und Betrieb in China

aktuell laufende Aufträge


� China Shenhua Group Corp. – Staatliches Bergbau- und Energieunternehmen, größter Kohleminenbetreiber weltweit, mit Zusammenschluss mit China Guodian Corp. aktuell größter Stromproduzent der Welt -Erneuerbar: schon viel Windkraft, jetzt + PV

� NICE – National Institute of Clean and Low-Carbon Energy (NICE), assoziiertes Forschungsinstitut

� Shanghai Electric Group Corp. (SEC) – Chinesischer Großkonzern zur Herstellung von Maschinen bis zu Kraftwerken, auch Windkraftanlagen, heute 20% Shareholder der Manz AG

� Manz AG – Reutlingen, Deutscher Maschinenbauer, Produktions-Anlagenbau und Vertrieb CIGSfab,

baut jetzt die ersten Turnkey-Fabriken (ca. 350 MW), Auftrag von 263 Mio.EURO, weitere Fabriken geplant

mit Tochterunternehmen in Taiwan, China, Italien, Ungarn, Slowakei

Vertreib und Service weltweit

ca. 2.000 Mitarbeiter:

Geschäftsfelder Solar, Storage, Electronics

BUILDING JOINT VENTURES – A VERTICAL INTEGRATION



� Vollautomatische F&E Linie, Betrieb tlw. 24/7, ca. 125 Mitarbeiter � 1999 – 2006 Würth Solar: Pilotlinie in Marbach am Neckar, Nachweis der Machbarkeit CIGS

� 2007 - 2011 Würth Solar: erste Produktionslinie für CIGS Solarmodule weltweit mit einer

Leistung von 30 MWp/a

� 2012 - Manz CIGS Technology GmbH: CIGS Innovationslinie zur Verbesserung der Produktqualität und Reduzierung der Produktionskosten durch technologische Innovationen

Verwertung durch Manz AG mit dem Verkauf von schlüsselfertigen CIGS-Fabriken

� Produktion von Spezialmodulen für die Gebäudeintegration Demonstrationsprojekte ca. 2 – 4 MWp/a

� 2017 – NICE Solar Energy: CIGS innoline F&E-Zentrum der Shenhua Gruppe

Manz CIGS Technology GmbH

NICE Solar Energy

1999

2012

2017

Schwäbisch Hall

CIGSinnoline SCHWÄBISCH HALL: R&D HEADQUARTER CIGS

MANZ CIGS TECHNOLOGY GMBH – NICE SOLAR ENERGY


FACTORY LAYOUT, Cost-of-OwnershipMANZ CIGSfab

CoO0.35$/W

26%

57%

10%

7%

BY following roadmap and further cost improvements in the areas of:

Module/Product:

� Efficiency

� Design

Production:

� Throughput

� Yield

� Equipment CAPEX

Material:

� Less amount & purity

� Local purchase of material


CIGS CELL AND MODULE EFFICIENCIES

EVOLUTION OF LAB & PILOT & PRODUCT SIZE CIGS RECORDS

Record efficiencies from lab (cells), small pilot (mini-modules), fab (product)

GoalsroadmapsCIGS

Benchmark CdTe First SolarEfficiency records Cell: 22.1%

Module 18.6 %

Product presently approaching 17%

Change substrate size from 0.72 to 2.4m2 planned (2018)


PRODUCTION COSTS OF CIGS MODULES

Cost roadmap of Manz: from today to future (medium term)

Cost reduction on all levels, main gain is materialInplemented in roadmaps of Manz

Source: „CIGS alliance“, white paper Nov. 2015 (data from Manz 2015)


FACADE INTEGRATED PV

with Manz specialized BIPV CIGS Modules

installed and in operationsince beginning of 2017

� CIGS Module installed on all surfaces of

façade excepts windows in all directions

� Tower height 78m

� Module area in total ca. 5.100 m²

� Overall 4,400 CIGS-modules

� 440 different module designs

� 80 different glass types and combinations

� 6 different cell widths

for similar voltage in all strings

PROJECT: OFFICE/HOTEL BUILDING in BASEL CHMANZ BIPV PROJECTS


THANK YOUVERY MUCH FOR YOUR ATTENTION!

THANKS

CONTACTMANZ AG

CONTACTMANZ CIGS Technology GmbHAlfred-Leikam-Straße 25 Bernhard Dimmler74523 Schwäbisch Hall [email protected] PHONE +49 (0)791 95665-390

Documents

MANZ CIGS TECHNOLOGY GmbH MANZ AG - … · MANZ AG Die PhotovoltaikDünnschichttechnologieimglobalen Wettbewerb MANZ CIGS TECHNOLOGY GmbH Bernhard Dimmler, Wissenschaftsforum Darmstadt,