Investor Presentaiton
Solar.
Growth continues, driven by and depending on China
PV module installations
[GWp/a]
200
150
100
EPIA historical data1
PV Tech²
ITRPV 20173
90
90
77
51
50
40
0
2014
160
140
115
100+
2016
2018
Solar growth continues
·
·
•
China, India and USA are main drivers
Levelized costs of PV energy continues to fall
Crystalline silicon remains dominant PV technolo-
gy but shift towards mono due to higher efficiency
Positive impact on GMS
•
.
Technology shift from multi/crystalline to
mono/crystalline favoring our graphite
product portfolio
• Opportunities for price increases and long-term
partnerships with industry players
CAGR 2010-'15
24%
2020
•
Promotion of full graphite portfolio
(differentiating factor)
CAGR 2016 -'21
16%
1 EU PV Industry Assoc., "Global Market Outlook 2017-2021"; 2 PV Tech article Aug. 16, 2017 and IHS Markit Aug. 24, 2017; 3 ITRPV (International Technology Roadmap for PV,
Mar. 15, 2017) "Low scenario" figures are in line with IEA expectations (IEA, Energy Technology Perspective, June 2016)
56
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