The Solar Future II:
PV vision and strategy conference
How the PV industry and market will look in 2013
Conference on vision and strategy relating to solar industry supply, market demand, technology, business strategy, cost, and financial trends with the world’s leading CEOs, gurus, experts, analysts, and your colleagues.
Picture yourself in 2013. How will the experts envisage the future of the solar industry and market? What will their business strategy be in 2013, and how will they have arrived at their conclusions? What will the leading markets, technologies, and market segments be? Will we see industry consolidation and more vertical and/or downstream integration? Will the industry still be subsidy driven? Will its focus be on residential and commercial or large-scale projects for utilities? What will be needed to achieve the goals, and what will be needed post-2013 to realize the global mass introduction of PV?
Draft Program The Solar Future II; Munich, June 8, 2010
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08:30 |
Registration and coffee
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09:15 |
Opening symposium: The Solar Future II Chairman: Edwin Koot (CEO, SolarPlaza)
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Session I: Gurus and Analysts’ Vision |
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09:30 |
The Solar Guru: How will the dynamics of supply and demand look by 2013? What will the supply trends be in thin-film and crystalline technology by 2013? And how will demand look? Will the market still be subsidy driven? What will the leading markets be?
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09:50 |
The Banker: How does Wall Street view the solar PV industry by 2013 and beyond? Which developmental stages are anticipated after 2013? Will we see further consolidation up- or downstream? What will happen in the capital markets? What will be the biggest challenges for the industry post-2013?
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10:10 |
The Consultant: What will the winning business strategies be for solar PV companies in 2013? What will business strategy trends be? Will there be vertical and/or downstream integration? What can be learnt from other industries? Which business model will survive? |
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10:30 |
Q&A with the audience |
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10:50 |
Coffee break |
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Session II: The vision and strategy of the upstream players |
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11:10 |
The Upstream Leader: What is the grid parity vision of the leading silicon and wafer manufacturer going downstream? The leading wafer manufacturer that now has more upstream involvement in silicon production and even has downstream involvement in module manufacturing and project development. What is their roadmap and vision for 2013 and beyond?
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11:30 |
The Innovator: How will the landscape of cell manufacturing look in 2013? Will Asia be home to the majority of the cell industry? What is the roadmap for a leader in technology innovation? Will pure c-Si cell manufacturers remain profitable? Or is diversification the way to go?
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11:50 |
The Enabler: Will Applied Materials customers blow the competition away in 2013 with Gigawatt low cost production? What will the position of amorphous thin-film PV module production be in 2013? And how will the thin-film manufacturers compete with crystalline module manufacturers?
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12:10 |
Q&A with the audience |
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12:30 |
Interactive joint networking lunch
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Session III: The vision of downstream players: will there be grid parity in 2013?
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13:40 |
The Contractor: Will grid parity have been achieved in Europe’s largest markets by 2013? What will the likely LCOE be in 2013 for large-scale PV systems? Will BOS cost constitute the predominant cost of PV systems by 2013? Will large-scale commercial rooftop PVs be a larger market segment in 2013 than ground-based ones? Or will private household applications drive demand?
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14:00 |
The Government: What is the future of the German Feed-in Tariff for solar PV? Will financial support for PV still be necessary and (politically) feasible in 2013? What could be the market consequences in 2013? What are the experiences and what are the considerations for continuation of the EEG?
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14:20 |
The System Integrator: Can solar PV compete with grid energy in Germany by 2013? How will the German market look in 2013? Will feed-in tariffs still be necessary or can residential PV systems compete with grid prices? Will new business models drive the German market?
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14:40 |
Q&A with the audience |
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15:00 |
Tea break
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Session IV: The 2013 vision of the module giants
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15:30 |
The Challenger: Will the CIGS promise be fulfilled? CIGS has long been seen as the challenging technology to the existing solar PV industry. Will CIGS module manufacturers have achieved the lowest production cost with their CIGS thin-film module manufacturing by 2013? And by 2013, will large-scale CIGS thin-film manufacturing be able to compete with c-Si module production?
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15:50 |
The Chinese Powerhouse: Multi Gigawatt solar module production in 2013 In 2013, what will be the position of what are currently the biggest crystalline cell and module manufacturers in the world? What will their market focus and customer target group be? Or will manufacturers turn into energy suppliers? |
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16:10 |
The Thin-Film Leader: By 2013, will it have been possible to achieve the mission of module production cost at $0.70/Wp? Will thin-film manufacturers be developing Gigawatt PV power plants in China and the US by 2013? Will the large-scale power plant segment still be subsidy driven? What will the main customer group be? What will become the major markets: China, USA or other ‘sunbelt’ countries?
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16:30 |
Q&A with the audience |
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17:15 |
Close and informal drink |
