Oerlikon Solar Day ersol Thin Film GmbH Thin power at work!

Quotes that didn’t change the future! ersol Thin Film GmbH Agenda Quotes that didn’t change the future! “Everything that can be invented has been invented.” (Charles H. Duell, representative, US Office von Patents, 1899) “Who the hell wants to hear actors talk?" (Warner Brothers' on sound films, 1927) “I believe there is a world market for maybe five computers.” (Thomas Watson, chairman of IBM, 1943)

ersol Thin Film GmbH Agenda Agenda Why is thin film photovoltaic presently the most promising technological development in the photovoltaic market? Presentation of the ersol Group Market development and trends ersol Thin Film FAB 1 project and the cooperation with Oerlikon Solar

ersol’s economic development from 2002 – 2006. ersol company presentation. ersol’s economic development from 2002 – 2006. 2002 2003 2004 2005 2006 Sales 17.0 17.6 37.6 64.4 127.8 EBIT (0.4) (2.2) 3.4 9.5 20.3 Net profit (1.4) 1.8 5.9 12.3 Employees 91 100 125 265 448

Overview of some of the key players in the solar industry. ersol company presentation. Overview of some of the key players in the solar industry. Source: Piper Jaffray, October 2005 and ersol

ersol Group structure. * ersol company presentation. Crystaline modules starting 2009 * * * Joint Venture with Shanghai Environment Protection Complete Engineering Co. Ltd. (55%) and Shanghai Silverstone Terry Investment Co. Ltd. (10%)

Estimates for ersol’s production capacities. ersol company presentation. Estimates for ersol’s production capacities. Grafik aus GB Units in MWp

Total solar sector module production. ersol Thin Film GmbH Market development Total solar sector module production. in GWp

ersol Thin Film GmbH Market development Market development 2004 – 2010

Market segments, technological 2004 and 2010e ersol Thin Film GmbH Market segments Market segments, technological 2004 and 2010e

Standard Energy Application High Efficiency Application ersol Thin Film GmbH Market segments Market segments Consumer Application Standard Energy Application Off-Grid Application High Efficiency Application Low voltage Lights Charger Calculator Watches Green field power station Disoriented roof application Shadowed installation Water supply Telecom Remote area Medical infrastructure Roof systems Space application Tracker systems ersol Thin Film GmbH Cells, modules and semifinished products ersol Solar Energy AG Mono and polycrystalline cells

Value creation chain Ersol Group Silicon Ingot Wafer Cell Module ersol Thin Film GmbH Value creation chain Value creation chain Crystalline PV products Silicon ersol silicon Ingot ersol wafer Wafer ersol wafer Cell ersol cell Module ersol module Distribution ersol trading Ersol Group Value creation chain of the ersol Group in Crystalline and thin film technology Systems ersol trading Amorphous silicon PV products Thin Film Modules ersol thinfilm

FAB 1 – brief description of the project ersol Thin Film GmbH FAB 1 project FAB 1 – brief description of the project Building of a fully automatic production line for thin film PV modules based on amorphous silicon Nominal capacity 40 MWp Product performance 80+ Wp stabilized Use of a technologically standardized industrial platform Takeover of a complete process chain Performance guarantees for product and process

FAB 1 – project implementation ersol Thin Film GmbH FAB 1 project FAB 1 – project implementation ersol–Oerlikon contact established July 2004 Supervisory board decision of ersol Solar Energy AG on March 28, 2006 Turning of the first sod July 7, 2006 Start “tool move-in” on December 18, 2006 First a-Si film on March 21, 2007 First test module on April 18, 2007 First “in-spec” module on June 1, 2007 Start of production summer 2007

Turning of the first sod July 7, 2006 ersol Thin Film GmbH FAB 1 project Turning of the first sod July 7, 2006

Start “tool move-in” on December 18, 2006 ersol Thin Film GmbH FAB 1 project Start “tool move-in” on December 18, 2006

Completion of building February 28, 2007 ersol Thin Film GmbH FAB 1 project Completion of building February 28, 2007

First silicon film on March 21, 2007 ersol Thin Film GmbH FAB 1 project First silicon film on March 21, 2007

ersol Thin Film GmbH FAB 1 project Start ramp-up June 1, 2007

Decision criteria for Oerlikon ersol Thin Film GmbH FAB 1 project Decision criteria for Oerlikon Completeness of the process chain Evidence of tested, scaled products Proven platform in display sector Partnership approach Comparability of technological goals

Thank you for your attention! ersol Thin Film GmbH Thank you! Thank you for your attention! “The best way to predict the future is to shape it!” (Alan Kay, USA, computer scientist) Karsten Weltzien ersol Thin Film GmbH Tel.: +49 (361) 74 376 200 Karsten.weltzien@ersol-thinfilm.de