[semi theater] development of the global pv manufacturing equipment market

© Copyright 2010 IMS Researchwww.PVMarketResearch.com

The Global Photovoltaic Manufacturing Equipment Market

Tim Dawson – Research Director – IMS Research

A presentation for:


Market research firm for global electronics industry since 1980s

75 analysts worldwide with 7 analysts focused on PV

UK HQ with offices in Shanghai and Austin, TX

Researching PV market for last 4 yearso Coverage of entire PV supply chaino Clients include top 10 suppliers of PV modules, inverters,

manufacturing equipment and system integrators

Services offered:o Quarterly & annual market reportso Online databases & market trackerso Supply/demand/pricing modelso Custom research & consultancy

New dedicated market research portal: www.pvmarketresearch.com

Who are IMS Research?


PV Presentation Overview

Entire PV Supply Chain CoverageProjects &IntegratorsEntire PV Supply Chain Coverage

Data sourced from:

The World Market for Photovoltaic Manufacturing Equipment

The World Market for Photovoltaic Cells & Modules


PV Cell Production – By Cell Type

Total in 2009 – 11.4 GW Total in 2014 – 27.7 GW


PV Module Shipments – By Module Type

Crystalline Modules in 2009 = 43.1% Mono / 56.9% Poly


Machinery Scope

Ingot Equipment

Wafer Equipment

Cell Equipment

Module Equipment

Thin Film Equipment

Handling Equipment

In total over 18 different equipment types quantified

Main Categories:


PV Equipment Demand – By Type

Total Market Value (2009) = $3.88 Billion

Overcapacity in PV device manufacture in 2009 impacted the market

Down from $5.02 Billion in 2008


Key Drivers for Manufacturing Equipment Growth

Demand for PV cells and modules

Capacity utilization

Access to finance

Movement to “best in class” equipment

Equipment replacement

Equipment integration

Silicon pricing


PV Equipment Demand

>25%

Thin Film Equipment market share forecast to decrease to just over 20% by 2014 – down from ~28% in 2009


PV Crystalline Equipment Supplier Rankings

13.0%

2.5%


PV Thin Film Equipment Supplier Rankings

37.0%

3.0%


Key Takeaways

Global demand for cells and modules will remain strong throughout 2010

Crystalline cell, module and equipment markets will remain larger and faster growing

Equipment market will be worth in excess of $12 billion by end of 2014

Excellent opportunity for handling equipment particularly in Asia

Longer term outlook is even more positive with IMS Research forecasting PV demand to exceed 90 GW by end of 2019

Tim DawsonIMS Research

www.imsresearch.comwww.PVMarketResearch.Com

All data sourced from syndicated IMS Research Reports

[semi theater] development of the global pv manufacturing equipment market

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