Technical Seminar 2: Market Trends

-Global PV Market and Industry – Perspectives from Financial Institutes and the PV Industries in Emerging Countries-

While the drastically growth of PV industry, the competition among PV companies is intensifying. The trends in emerging company such as China and Taiwan and the market analysis overviewed from the perspective of investing and banking institutions will be introduced.

Chair:

Izumi Kaizuka
Manager, Research Division
RTS Corporation

Date:

Wednesday, June 30

Time:

14:30-17:00

Venue:

ANNEX Hall, Pacifico Yokohama

Cost:

Interpretation:

Japanese-English interpretation available

Registration:

Agenda

14:35–15:20	Growth in the PV Industry from 1999 through 2009 and into the Future Paula Mints Director, Energy Practice, Principal Analyst, PV Services Program Navigant Consulting, Inc. Historically, the PV industry has experienced strong compound annual growth at, during the 1999 to 2009 ten year period, >30%. Since 2004, growth in the PV industry has accelerated creating a global industry that and significantly increasing employment in strong markets. Though the industry cannot be described as mature, participants must now turn their focus to the maturing of an industry so that strong growth continues overtime. This presentation will explore the current and future drivers for growth over all markets, technologies and applications.
15:20–16:05	Analysis of the PV Market and Industry from an Investor's Viewpoint Frank Siebke Director Good Energies AG The PV industry has experience tremendous growth during the last decade. Double digit compound annual growth rates and high profit margins attracted large investments. During the years 2005-2008 the largest amount of money from venture capital and private equity cleantech investors went into solar. The financial crisis created a challenging environment for the PV industry: investors showed a reduce risk appetite. Their assessment of technology, scalability and market introduction risks of new technologies became more realistic. Project finance for capacity expansion or the installation of PV power plants became a scarce good. The discussion on the viability of the various technologies restarted. Stakeholders weigh the questions of which companies are fit to survive and which technologies are most suited to reach grid parity. We will discuss the PV market, positioning and prospects of the various plays in PV from an investor's view.
16:05–16:50	The Latest Trend of Chinese PV Industry Noriyoshi Kuromasa Bureau Chief, Shanghai Bureau Sangyo-Times, Inc. China has become the world's largest producer of solar cells. With the launch of a subsidy program by the government, and grid parity expected to be reached after 2013, China may also become one of the world's largest consumers of solar power. We will discuss the vertical integration and business reorganization efforts of China's largest manufacturers as they prepare for this growth.
16:50-17:00	Authors Interview