Transcript (SunEdison Meeting) - Southwest Renewable Energy Institute

Solar CPV 201
September 15, 2010
Kelly Desy
Manager, Government Relations and Public Policy
Slide 1
Patents Pending © SolFocus, Inc. 2010
Agenda





CPV Technology Recap
Overview of the State of CPV Commercialization
CPV Energy Yield & Metrics
Economic Analysis of CPV Power Plants
Opportunities Created by CPV Deployment
Slide 2
Patents Pending © SolFocus, Inc. 2010
CPV Technology Basics
Reflective optics (glass optics)
Concentrator Photovoltaic (CPV)
 Utilizes optics to concentrate sunlight onto
photovoltaic surfaces to generate electricity
 Requires sunny conditions with direct
sunlight
Fresnel lenses (plastic/acrylic)
 Dual-axis tracking for consistent energy
production throughout the day
 Concentrates sunlight >500x onto small,
high-efficiency, multi-junction solar cells
 >2X efficiency of silicon PV cells
Slide 3
Patents Pending © SolFocus, Inc. 2010
CPV Consortium
Cell Suppliers
Research
Organizations &
Universities
Tracker
Suppliers
Module
Suppliers
Manufacturing
Equipment
Materials
Power
Generators
Slide 4
Patents Pending © SolFocus, Inc. 2010
Developers/
EPCs
System Efficiency Advantage
Rated Efficiency
30%
CPV
Best PV
Typical PV
Best Thin Film
25%
20%
15%
10%
2008
Slide 5
Patents Pending © SolFocus, Inc. 2010
2009
2010
2011
2012
CPV is Commercial Technology

Predictable, Proven Performance
Annual Energy Output for 25 Years
3,000
Energy Output (MWh)
2,500
2,479
2,395
2,295
2,199
2,107
2,019
2,000
1,500
1,000
500
1
2
3
4
5
6
7
8
9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
Monthly Energy Output in Year 1
350
300
Energy Output (MWh)
254
250
262
235
224
164
230
221
198
191
200
181
166
154
150
100
50
0
January February March
April
May
June
July
August September October November December
 2-4% of Actual to Predicted Energy Performance
Slide 6
Patents Pending © SolFocus, Inc. 2010
CPV is Commercial Technology

Validated Reliability, Certifications
Manufacturer
Model
Technology
Notes
Atlantis Energy
ATL 120/125W
Photovoltaic Skylight
NA
Amonix Inc
7000 Mega Module
10,300W High Concentration
Photovoltaic Module
NA
Concentrix Solar
CX-75-III
75 Watt Concentrator PV Module
NA
Solaria
CMT-190
190W Low-Concentrating
Polycrystalline PV Module
NA
Solaria
Solaria 210
210W Low Concentrating
Monocrystalline PV Module
NA
Solaria
Solaria 220
220W Low Concentrating
Monocrystalline PV Module
NA
Solaria
Solaria 230
230W Low Concentrating
Monocrystalline PV Module
NA
SolFocus
SF-1000P
210W Concentrator PV Module
NA
SolFocus
SF-1100P
300W Concentrator PV Module
NA
Slide 7
Patents Pending © SolFocus, Inc. 2010
CPV is Commercial Technology


Manufacturing Capacity at Scale Production
Product Deployed
Manufacturing Capacity
Source: NREL Report 11/09
Slide 8
Patents Pending © SolFocus, Inc. 2010
CPV Deployed in 2010
Source: NREL Report 11/09 and CPV Today Report 2010
CPV Delivers Key Economic Benefits

Best performance in Regions with high DNI

Easiest and most flexible Implementation in the
Field

Clean Energy with a Superior Environmental
Footprint

Lowest Cost of Electricity
Slide 9
Patents Pending © SolFocus, Inc. 2010
CPV Best Performance in High DNI
CPV is the technology of choice in regions with high DNI (>1800 kWh/m²):
 US Southwest, Mexico & South America
 Southern Europe
 Australia
 Northern & Southern Africa
 Middle East
Slide 10
Patents Pending © SolFocus, Inc. 2010
CPV Plant Performance Advantages
 Better Performance at High Temperatures
Slide 11
Patents Pending © SolFocus, Inc. 2010
CPV Plant Performance Advantages
 Consistent Energy Production
Power Output (kW)
1,200
900
600
SolFocus-CPV
Typical C-Si-Fixed Tilt
Typical Thin Film-Fixed Tilt
Typical C-Si One-Axis Tracking PV
300
0
4:00
8:00
Slide 12
Patents Pending © SolFocus, Inc. 2010
12:00
16:00
20:00
CPV Plant Performance Advantages
 Highest Energy Yield
10MW Solar Farm - Energy Output by Location and Technology
High efficiency combines with dual axis tracking and low temperature
degradation to provide highest energy yield in target markets.
Slide 13
Patents Pending © SolFocus, Inc. 2010
Lowest Cost of Energy
 Production growth
through large scale
projects
 Product
development
 System efficiency
 BOS & installation
costs
2011
32
Price-Based 2011 LCOE (c/kWh)
Cost reduction
is driven by
SolFocus
- 2 axis
tracked
CPV
- 2 axis
tracked
SunPower
1 class,
axis tracked
SiPV
– best- in
1 axis tracked
28
Thin
FirstFilm
Solar– best in class
SiPV
C-Si – Average, fixed tilt
24
CSP
CSP
20
16
12
8
4
5
6
7
DNI
Slide 14
Patents Pending © SolFocus, Inc. 2010
8
9
10
Lowest Environmental Impact
Optimum Use of Land
 No Permanent Shadowing
 Preserved Wildlife Corridors
 Minimized Water Runoff Erosion
 Distributed Generation
 Dual Land Usage Possible
 Flexible Layout of Sites
 Minimal Land Coverage/Disruption
Land use for site generating 1
GWh/Year with:
 SolFocus 25% CPV
 11% Efficient Thin Film
Best in Class Thin Film Land Use: 2.3 acres
SolFocus Land Use: 2.0 acres
Best in Class Thin Film
Permanent Shading:
1.2 acres
SolFocus Panels:
0.4 acres
SolFocus Land Impact: 0.01 acres
Assumptions: SolFocus: 25% efficiency, 20% GCR;
Thin Film 11% efficiency, 50% GCR ,
High DNI location (7.5+ DNI)
Slide 15
Patents Pending © SolFocus, Inc. 2010
Lowest Environmental Impact
 Best Cradle-to-Cradle Footprint
– Low Lifecycle GHG Intensity
– High Recyclability (97%)
– Short Energy Payback
 No Water Consumption
Slide 16
Patents Pending © SolFocus, Inc. 2010
Deployment Opportunities





Scalability from Small to Large Utility-Scale Plants
Solutions Expandable with Growing Demand
Suited for Distributed Generation near Use Points
Lighter Environmental Footprint
Duel Use of Land
200 kW
Slide 17
Patents Pending © SolFocus, Inc. 2010
1.5 MW Industrial
2 MW
THANK YOU!
Slide 18
Patents Pending © SolFocus, Inc. 2010