Transcript
Levi Strauss or Also Rans?
Narasimhan SanthanamEnergy Alternatives India – EAI
www.eai.in
Diverse Opportunities in Solar PV and CSP
India Solar Energy Summit, New DelhiFeb 17, 2011
The California Gold Rush• 300,000 gold diggers• Relatively few supporting businesses• Merchandise, logistics, food & lodging…• Gold diggers made modest profits• Support biz on average made higher profits• Levi Strauss ran one of the support businesses• Levi Strauss is today a multi-billion $ company
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You Have the Opportunity to Become the Levi Strauss
Of the Indian Solar Opportunity Rush
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An Analysis of Solar Opportunities
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Obvious Opportunities
Not So Obvious Ones
Obvious Opportunities
A sample of obvious opportunities (for PV)
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Power ProductionModule Production
System Integration / EPC
Cell Manufacturing
• All along the value chain
– From ingots to solar farms (breadth)– Multiple opportunities at every point in value chain (depth)
• Across many industries– Electrical– Construction– Chemical– Instrumentation– Materials - glass and steel…– Finance– Engineering design and services…– Software
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Breadth…
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Polysilicon
Ingots & wafers Cells Modules
GridPower plant
Solar products
Rooftop/ offgrid
Lanterns and
lights
Solar water pumps
Other solar
products
Micro
Mini
And Depth… Wafer inspection alone needs the following equipments
–
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Wafer Inspection
Life time Analyser
Material Property Analyser
Wafer vision inspector
Resistivity Inspector
Wafer Sorter
Wafer Counter
Wafer Tester
• PV– Chemicals for PV wafer and cell manufacturing– Coatings, laminates– BIPV
• CSP– Turbines– Cooling systems– Heat exchangers and storage tanks– Collector frames– Tracking system
• Thermal– Solar water heating and process drying for industries– Solar air conditioners and other cooling systems
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• Manufacturing– Silicon carbide & crucibles for wafer manufacturing– Inverters, wires and transformers for power plants– Chemicals for solar PV ingot and cell production
• Trading– Wires and cables for solar farms– Marketing solar products - lamps and lanterns, solar
water heaters…• Services– Software such as forecasting and system monitoring
tools for solar farms
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• Small
– Engineering design for solar power plants– Recruitment and training services– Mobile solar kits for the army/defense
• Medium– Production of BoS such as inverters currently imported– Manufacture of metallization pastes and chemicals for PV cell
manufacturing– Junction box, connector, frame, sealant and tapes
• Large– Ingot and wafer manufacturing– Innovating in the BIPV market– R&D for indigenization of critical components
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There are opportunities….Whatever type of business you are in
– Small, medium or large business– In manufacturing, trading or services– Interested in PV, thermal or CSP– In any of a dozen industries
Takes only tweaks for you to join the solar energy industry
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Exploring the Not-So-Obvious
Understand the canvas of opportunities
Do a fit analysis with your core strengths & aspirations
Do an intensive feasibility study for the attractive ones
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In the Indian solar energy opportunity rush…
It’s left to you
To be an also-ran
or
Become a Levi Strauss
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May the sun shine on you!
Narasimhan SanthanamEnergy Alternatives India – EAI
narsi@eai.in, www.eai.in
www.eai.in
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