1. Group 10 Chemical Bath Deposition
John Bamber
Monika Miroslaw
Skye Root
Greg Scharn
Stephen Shih

2. Solar Cell Industry -- Huge growth space
Group 10

3. Solar Cell Industry – High growth rate
TEXAS (Commodity Online): Global solar cell manufacturing industry is in for shining times ahead as its capacity will grow 56% in 2009 to 17 GW. Ramped capacity, which was only 2.3 GW in 2005, is forecast to grow at a compound annual growth rate of 49% to more than 42 GW in 2013.
Group 10

4. The major types of Solar Cell
Silicon-Crystalline
Thin-Film
Group 10

5. Thin-Film – The Rising Star
In 2005, 95% of solar cell manufacturing capacity was for crystalline silicon solar cells and 5% for thin film solar cells.
In 2009, thin film will account for more than 20% of capacity. By 2013, thin film technologies are forecast to account for as much as 30% of solar cell capacity.
Group 10

6. CBD vs. CdS Layer
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7. Low Temp. Continuous CBD
Process and apparatus patent by Dr. Chang
Proof of concept and film characterization in progress
No cost data available
Independent industry expert sees value in IP
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8. Potential Business Models
Sell IP
License IP
Provide Deposition Service
Build and sell equipment that uses IP
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9. Strategic Diamond – Arenas I
Core Technologies
Invention produces higher quality films than Chemical Bath Deposition
Arenas
Economic
Logic
Thin-film Deposition is key to low-cost solar cell
Staging
Vehicles
Lower waste than conventional processing
Differentiators
Continuous Processing Enables Efficient, high volume operation
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10. Strategic Diamond – Arenas II
Value Creating
Services/products
Service licensing/selling
Customized equipments
Arenas
Economic
Logic
Staging
Vehicles
We are located at the beginning of the value chain, the very upper stream of the whole solar cell industry.
To create value by licensing our novel technology or offering customized manufacturing equipments.
Differentiators
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11. Strategic Diamond – Vehicles
Internal Development
Arenas
Service / technology licensing
Economic
Logic
Staging
Vehicles
Differentiators
If we offer equipment, how?
Joint Ventures, Alliance
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12. Strategic Diamond -- Differentiators
If we license our technology, the speed to market will be very fast.
If we offer the manufacturing equipment, the speed to market will be longer
We can offer customized manufacturing processes /equipments
Arenas
Economic
Logic
Staging
Vehicles
The Cadmium is toxin. Our whole process is in a enclosed, low temperature micro-reaction system. It’s much safer than those currently applied
Since the manufacturing processes and equipments are simpler, the price will be lower than our competitors’
Differentiators
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13. Strategic Diamond – Staging
Focused initially in solar panel market, it maybe expanded into other thin-film applications, such as anti-reflective coating of certain optic devices
Arenas
Economic
Logic
Staging
Vehicles
Competition in the solar cell industry is severe. Time is critical.
We must be quick!
Differentiators
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14. Strategic Diamond – Economic Logic
Our low cost advantage comes from the innovation of CBD
A process advantage
Arenas
Since we can offer a much more cost-efficient process to our customers, we may acquire premium from them
Economic
Logic
Staging
Vehicles
Differentiators
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15. BA560 Venture Planning Prof. Dowling
Other Opportunities
Innovations using low temperature:
Clothing
Tents
Optical Devices
BA560 Venture Planning Prof. Dowling

16. Don’t Know Actual Costs Actual comparison of material usage
How defensible is the IP
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17. Questions?
Group 10