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

2. 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)

3. 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

4. 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

5. 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

6. 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%)

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

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

9. ersol Thin Film GmbH
Market development
Market development 2004 – 2010

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

11. 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

12. 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

13. 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

14. 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

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

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

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

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

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

20. 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

21. 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)