Silex Systems Limited · ASX:SLX
Silex Systems — Austrade Expo Presentation, Shanghai (July 2010)
34 slides from Silex Systems's conference presentation, Jul 5, 2010
Slide 1: The Australian Solar Power Industry
Silex For personal use only SYSTEMS LIMITED The Australian Solar Power Industry Austrade Expo Presentation Shanghai, China 5th July, 2010 Michael Goldsworthy – CEO
Slide 2: Forward Looking Statements
Silex Systems Ltd For personal use only FORWARD LOOKING STATEMENTS Silex is a research and development Company whose assets include its proprietary rights in technologies, including but not limited to, the SILEX technology, the Silex Solar technology and business, the Solar Systems technology and bu
Slide 3: Part 1: Australia's Solar Resource & Opportunity
For personal use only Part 1: Australia’s Solar Resource & Opportunity
Slide 4: Solar Electricity Forecast to Play a Major Role in Australia's Future Energy Mix
Solar Electricity Forecast to Play a Major Role in Australia's Australia s Future Energy Mix For personal use only
Slide 5: Excellent Solar Resource in Australia
Excellent Solar Resource in Australia For personal use only
Slide 6: Australia's PV Market
For personal use only Australia’s Australia s PV Market
Slide 7: Leading International PV Markets
Leading International PV Markets For personal use only (PVPS 2009 (PVPS, 2009, Photon International International, 2009 2009, 2010) 10000 apacity MW W 9000 8000 AUS 7000 DEU umulative Installed Ca Australia in top 10 in 2009 ESP 6000 5000 ITA JPN 4000 KOR 3000 USA 2000 1000 Cu 0
Slide 8: Strong Growth in the Australian Solar Market
Strong Growth in the Australian Solar Market For personal use only
Slide 9: PV Power Installed in Australia
PV Power Installed in Australia Calendar Year 2009 in sub-markets. For personal use only (Source : 2009 Australian Photovoltaics Status Report – APVA) Sub- off-grid off-grid grid- grid- Diesel grid Total market/ domestic non- non connected connected application domestic distributed centralized PV po
Slide 10: Australian PV Market Projections
Australian PV Market Projections (Source : Aust PV Assoc forecast March 2010) For personal use only 1600 by 2020 ~ 1.4 GW installed 1400 at a rate of ~ 130 MW installed per year MW 1200 Cumulative M 1000 800 Flagships 100MW/yr extra 600 400 200 0 TOTAL
Slide 11: Levelised Cost of Electricity (LCOE) in Australia
For personal use only $/MWh Br ow 0 50 100 150 200 250 300 350 400 450 11 n Br co ow al pf n Br co ow al IG n CC co al w i th Retail Price Wholesale Price CC Bl S ac k co Bl al ac pf k co Bl al ac IG k CC co al G wi th as CC co m S bi ne d cy G c le as wi th CC S G as pe ak Bi om as s W in Source: C
Slide 12: Solar Electricity Price vs Fossil Fuel Price
Solar Electricity Price vs Fossil Fuel Price (USS) $0.45 $0.40 $0.35 $0.30 $0.25 $0.20 $0.15 $0.10 $0.05 $0.00 2007 ©2008E 2009E 2010E 2011E 2012E 2013E 2014E 2015E —@— Solar Electricity = Fossil Fuel Electricity Source: Barclays Capital Research For personal use only
Slide 13: A View on Australian Price Parity
A View on Australian Price Parity For personal use only • Parity to occur first in retail residential markets (<10kW) by 2015 - rising retail prices vs more efficient PV systems • Commercial (<10MW) and Utility scale (>10MW) applications will challenge parity by 2020 2020. (Carbon pricing vs falling
Slide 14: Australian Market Summary
Australian Market Summary For personal use only Australian Market issues: • Outstanding solar radiation resources • Strong growth in 2009 - 80MW (forecast 130MW for 2010) • Around 1 1.2% 2% of the global PV market in 2009 • Retail value in excess of $1B in 2010 (est.) • Market is predominantly Resid
Slide 15: Part 2: Silex Systems Ltd Solar PV Technologies
For personal use only Part 2: Silex Systems Ltd Solar PV Technologies
Slide 16: Silex Corporate Structure
Silex Corporate Structure For personal use only Silex SSystems LLtd Sil d ASX: SLX HQ: Sydney, Australia www.silex.com.au Silex Solar Pty Ltd Solar Systems Pty Ltd Translucent Inc Chronologic Pty Ltd Sydney Melbourne Pal Alto, USA Adelaide (100% ownership) (100% ownership) (98% ownership) (90% owner
Slide 17: Silex Solar Pty Ltd Sydney Olympic Park Manufacturing Plant
For personal use only SILEX SOLAR PTY LTD SYDNEY OLYMPIC PARK MANUFACTURING PLANT (100% subsidiary of Silex Systems) 17
Slide 18: Silex Solar Pty Ltd
Silex Solar Pty Ltd For personal use only • June 2009 - Silex Solar P/L acquired solar manufacturing facility at Sydney Olympic Park (SOP) from BP Solar • History of plant dates back to beginnings of Solar Industry in the 1980’s • Restored cell and panel manufacturing facility – operational late 200
Slide 19: For personal use only
For personal use only • IEC product certification for first PV panels completed with TUV Rheinland (Japan) in February 2010. • Commercial production commenced March 2010 at ~6 MW pa solar panels – currently uprating capacity to ~12MW pa panels • Team of ~20 engineers/technicians and ~70 manufacturin
Slide 20: New PV Technology R&D Project Announced – May 2010
For personal use only New PV Technology R&D Project Announced – May 2010: • Australian Solar Institute Project (Total funding ~$20M) • Collaborators – Suntech, Uni of NSW • Plan to achieve ~20% cells with advanced laser processing – ready for production by 2012 • R&D Project may continue with aim to
Slide 21: Technology Development Plan
Technology Development Plan For personal use only www.silexsolar.com.au
Slide 22: Solar Cell Process Lines in Operation
For personal use only Solar Cell Process Lines in Operation 22
Slide 23: Solar Cell AR Coating Line
For personal use only Solar Cell AR Coating Line 23
Slide 24: Solar Module Process Line (Laminator)
For personal use only S l Module Solar M d l Process P Line Li (Laminator) (L i t ) 24
Slide 25: End of the Line – a finished solar module
For personal use only End of the Line – a finished solar module 25
Slide 26: Solar Systems Pty Ltd Concentrating PV (CPV) Solar Power Technology
For personal use only Solar Systems Pty Ltd Concentrating PV (CPV) Solar Power Technology (100% subsidiary of Silex Systems) 26
Slide 27: Solar Systems Background
Solar Systems Background For personal use only • Solar Systems has been developing CPV technology for ~20 years in Melbourne, Australia • CPV ideal for large utility-scale solar power station deployment (typically for projects of 50 MW to 100+MW each) • Solar Systems CPV technology based on unique ‘
Slide 28: Key Advantages of 'Dense Array' CPV Technology
Key Advantages of ‘Dense Array’ CPV Technology For personal use only • Advantages of Dense Array Technology: • B Based d on ultra-high lt hi h efficiency ffi i ttriple i l jjunction ti cells ll • Low Upgrade Cost (now ~40% cells, future ~50%) • Low Maintenance Solution • Lower PV Cell Operating Temp
Slide 29: Solar Systems CPV Dish Technology
Solar Systems CPV Dish Technology – first product 15 Years Experience with CPV Installations For personal use only • DISH CONCENTRATOR TECHNOLOGY: • Original power plants based on Silicon Cells • 5 power plants installed in central Australia • 4 plants are diesel integrated • Triple Junction Cell in
Slide 30: Mark V CPV Dish System Product
Mark V CPV Dish System Product For personal use only • 40kW(DC) CPV Dish System • First Product – to market in 2011 • Based on unique dense array receiver concept • High Hi h accuracy, d duall axis, i ttracking ki system t • High average output throughout the day • Designed to IEC Standards • Land r
Slide 31: Heliostat Design for CPV
Heliostat Design for CPV ‘Next Generation for CPV Solar Systems’ For personal use only • Proof of Concept completed 2008 • Utilizes core Dense Array module building block used in Dish systems • Operational pilot system installed at B id Bridgewater t ttestt facility f ilit • Current design 160kW(DC)
Slide 32: Key Priorities of Solar Systems Business
KEY PRIORITIES OF SOLAR SYSTEMS BUSINESS For personal use only • Commercial deployment of Solar Systems CPV Technology (ultra-high efficiency utility-scale PV power platform) to commence in 2011 • Silex completing final areas of improvement and validation: – Module Reliability and Certification to b
Slide 33: Silex Systems Ltd
Silex Systems Ltd For personal use only Developing World-Leading R Renewable bl EEnergy TTechnology h l ffor the 21st Century. ASX : SLX WWW.SILEX.COM.AU (Full presentation available on our website) 33
Slide 34: Disclaimer
Silex Systems Limited For personal use only DISCLAIMER • Silex has prepared this presentation based on information available to it. it The information in this presentation does not purport to be a complete description of Silex and/or its various business activities. Except as required by law, no rep
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