Meyer Burger Investor Presentation
MEYER BURGER'S HJT/SMARTWIRE:
ENABLES LARGE EXTRA PREMIUM IN ASP
Premium ASP (1) of HJT vs. mono PERC
assuming same LCOE (2) in $cts/Wp
+12 cts/Wp
~25 cts/Wp
~2
mono PERC
additional
performance
~10
19.5%
module eff.
HJT competiton (3)
superior
performance of
MB solution (4)
(1) ASP: average sales price for modules in $cts/Wp
(2) LCOE: levelized cost of electricity
~37 cts/W p
HJT/SmartWire
21.2%
module eff.
Source: Meyer Burger estimates
(3) Calculation based on data sheet of best-in-class standard HJT module (Panasonic N340HIT)
(4) Calculation based on data sheet of REC Alpha module
Meyer Burger Technology Ltd. Presentation for Investors, Analysts and Media, 12 March 2020
MEYER BURGER
Lowest possible LCOE (2) is key purchase criterion for utility
providers.
HJT has some inherent advantages over PERC: higher efficiency
with more power (Watt) per m², higher energy yield (more kWh per
installed kW) due to better temperature coefficient etc., less
degradation over lifetime.
Note: large scale manufacturers achieved significant efficiency gains.
by implementing mono PERC and could decrease ASP advantage
of existing HJT producers to only ~2 cts/Wp over time while HJT
could not reap the benefits of large scale manufacturing so far.
BUT: Meyer Burger's proprietary HJT/SmartWire offers substantial
additional advantages vs HJT competition
Additional reduction of degradation over lifetime due to
proprietary technology
Additional power per m²
An ASP premium of up to 12 cts/Wp for same LCOE of
HJT/SmartWire vs PERC modules is estimated by Meyer Burger
15 O Meyer BurgerView entire presentation