SEMI PV Group - The Grid, August 2011 IN THIS ISSUE Polysilicon Manufacturing Trends Major Polysilicon Suppliers Weigh in on SEMI Standard PV Ribbon Standard Helps Module Manufacturers Compare Quality An Interview with Bettina Weiss: US Solar PV Pain Points REC Group/Brewer Science Co-Chair New PV Materials Standards Committee US Congressional Update: August Solar Installations to Grow 15.5%, but Revenue Flat through 2016 PV Thin Film Guidebook 2011 - EuPD Research CALENDAR Sept 6 SEMI PV Standards Meetings at EUPVSEC Sept 8 Standards Technical Training-PV17 Silicon Feedstock Sept 28 SEMI Northeast Forum: Succeeding in Solar Oct 5-7 PV Taiwan 2011 Nov 9-11 SOLARCON India 2011 Dec 5-7 PVJapan 2011 (NEW DATES!) Mar 20-22, 2012 SOLARCON China 2012 Mar 25-27, 2012 6th PV Fab Managers Forum PARTNER EVENTS SolarTech: Take the 2011 Solar Challenge! Sept 28 Photovoltaics meets Mechanical Engineering and Plant Construction Sept 28 Quality for Photovoltaics 2011 Oct 13-14 Conferencia de la Industria Solar - España 2011 Oct 13-14 Solar Investment Summit - Middle East 2011 Manufacturing session powered by SEMI PV Group Nov 30-Dec 1 PV Power Plants - USA 2011 Feb 9-10, 2012 OTTI: PV Rollout 2012 Challenges Facing the Solar Manufacturing Industry in India By Debasish Paul Choudhury, president, SEMI India In a recent interview with Energy Next Magazine, I was asked about the problems facing the Indian solar manufacturing industry. The short answer may be, India is the same as every manufacturing in the world - we need to have policies in place to support investment in innovation and our solar future. The longer answer is that India is totally dependent on imports for crucial materials like silicon wafers, encapsulating material, high transmission glass etc. The key challenge is the imposition of import duty on input items in the manufacturing process of solar cell and modules, whereas there is no import duty on finished solar equipment (solar modules). This immediately puts the Indian manufacturers at a disadvantage vis-à-vis imported solar equipment. Indigenous capabilities need to begin on the material side in India soon in order to allow for manufacturing innovation and cost reduction. (more) Polysilicon Manufacturing Trends By Lara Chamness and Dan Tracy, SEMI Polycrystalline silicon is one of the purest materials manufactured by mankind. It is used as the charge material in the silicon ingot growth process and therefore dictates the purity of wafers. Major Polysilicon Suppliers Weigh in on New SEMI Standard By James Amano, SEMI By using this specification, polysilicon and cell manufacturers can specify chemical (donor concentration), dimensional (chunk, rod, bricks), and packaging characteristics PV Ribbon Standard Helps Module Manufacturers Compare Quality By Kevin Nguyen, SEMI Module manufacturers will now be able to compare PV connector ribbon quality from different ribbon suppliers, and expect to receive ribbon with identical characteristics from different sources. US Solar Pain Points Debra Vogler of Photovoltaics World interviews Bettina Weiss after Intersolar North America and discusses the great concern regarding the future of solar photovoltaics (PV) manufacturing in the US and keeping a robust supply chain here. REC Group/Brewer Science Co-Chair New PV Materials Standards Committee This new committee will more effectively address the growing activity level in standards development for PV materials, where the market is projected to grow to $17 billion by 2015. (Source: Linx-AEI) US Congressional Update By Jamie Girard, SEMI Our industry's spending priorities face tough challenges in getting funded. Solar Installations Grow 15.5%, but Revenues Remain Flat through 2016 By Matt Feinstein, Lux Research The global solar market for grid-connected systems will grow from 15.8 GW in 2010 to 37.5 GW in 2016, a compound annual growth rate of 15.5%. EuPD: PV Thin Film Guidebook 2011 EuPD Research recently published its third study on the international thin film market entitled "PV Thin Film Guidebook 2011". SEMI/PV Group members receive a 10% discount on the study.

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