SEMI PV Group - The Grid, October 2012 IN THIS ISSUE No End in Sight for Polysilicon Oversupply Lingering Challenges Continue to Cast Shadow over China's PV Industry Questions about Future of HCPV and Shift to LCPV as Potential New Market Solar Storage Needs Stable and Sustainable Market Development Standards for PV Manufacturing Processes, Test Methods for Thin-Film Modules China to Explore Domestic PV Market CALL FOR PAPERS Deadline: Oct 30, 2012 SOLARCON China 2013: CPTIC Call for Papers CALENDAR November 13, 2012 FlexTech Alliance and NanoMarkets Webinar: Encapsulants November 14-16, 2012 Distributed PV Application and Commercialization Forum December 3-5, 2012 PVJapan 2012 March 10-13, 2013 7th SEMI Europe PV Fab Managers Forum March 19-21, 2013 SOLARCON China 2013 PARTNER EVENTS October 18, 2012 Conferencia de la Industria Solar - España 2012 October 29-30, 2012 Greentech Media: U.S. Solar Market Insight 2012 November 13-14, 2012 Solar Industry Summit Middle East 2012 November 22-23, 2012 13th Forum Solarpraxis November 28-29, 2012 Solarpraxis: 4th PV Power Plants Conference - USA 2012 February 26-27, 2013 OTTI's 3rd European American Solar Deployment Conference PV Rollout Developments Continue in Organic PV By Tom Morrow, EVP Emerging Markets, SEMI Despite the dominance of crystalline silicon products in the market today, significant commercial and research milestones continue to be reached by organic photovoltaics (OPV). Currently, OPV does not offer the efficiency levels or lifetime assurances of crystalline silicon, but OPVs can offer unique form factor advantages, low capital expenditure requirements and low cost roll-to-roll production. At the SEMI Plastic Electronics Conference, held in Dresden Germany from October 9-11, three days of technical and business presentations dedicated to OPV reviewed the status of OPV and the near and long term expectations for the technology. (More...) No End in Sight for Polysilicon Oversupply By Charles Annis, NPD Solarbuzz Despite the fact that most leading polysilicon producers have been operating at a loss, polysilicon capacity is expected to grow 22% in 2012 and a further 18% in 2013. Lingering Challenges Continue to Cast Shadow over China's PV Industry By Melody Song, SEMI To achieve a global supply/demand balance, the capacity rationalization process needs to take place in China, even permeate to the level of Chinese Tier 1 companies. Questions about the Future of HCPV and the Shift to LCPV as a Potential New Market By Ed Cahill, Lux Research As hype for HCPV dwindles, companies are starting to look into low concentrating PV (LCPV) as an intermediate technology between expensive, highly efficient HCPV and cheap, less efficient flat panel PV. Solar Storage Needs Stable and Sustainable Market Development By Becky Beetz, pv magazine While the overwhelming opinion was that reliable solar storage solutions are key to the future of photovoltaics development, and that "fast and reliable" market expansion is required, Harm Haarlink from Nedap Energy Systems warned the sector against going down the same road as the module industry. Are you a SEMI member? Learn more about how SEMI works to advance PV industry growth, support continuous efficiency improvements and promote sustainable business practices through international standards development, events, public policy, EHS, and market data. PV Manufacturing Processes, Test Methods for Thin-Film Modules Addressed by SEMI China PV Standards Committee By Kris Shen, SEMI China The China PV industry is increasingly active in SEMI Standards development. Over 70 members from 33 companies attended the meeting, including noted representatives from CESI, GCL, JA Solar, LDK, Tianwei New Energy, Suntech, and Trina Solar, among other solar manufacturers. China to Explore Domestic PV Market by Distributed Application By Toby Liu, SEMI China According to the Chinese National Development and Reform Committee, distributed PV systems are very important as utility scale PV systems with a 10GW PV installation target for both types of applications in the 12th Five- Year-Plan.

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