Meyer Burger Investor Presentation
Global energy crisis drives further growth in renewable
energy, especially in the solar sector
Solar energy propelled by energy crisis, but global
supply chains need to become more resilient
Expected global solar market size by region [GW]
450
•
Solar demand has shown to be robust despite significant
400
uptick in cost of all system components, including
modules, and despite supply chain disruptions
350
300
•
Cost increase is driven by high material prices.
Polysilicon as a key driver, remains volatile
250
+12.8%
CAGR
•
War in Ukraine, natural gas shortage and high energy
prices in 2022 have further fueled demand for solar
200
150
Almost exclusive regional concentration of PV supply
chain in Asia, and the resulting high degree of
dependency is becoming a concern for many customers
100
50
0
MEYER BURGER
+18.4%
CAGR
Europe
Asia Pacific
North America
MENAT
Sub-Saharan Africa
· Central & South America
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Source: Apricum - The Cleantech Advisory, Q1 2022, center scenario, Q1 2023 Europe + U.S., center scenario
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