Meyer Burger Investor Presentation
Demand for solar technology remains unbroken worldwide,
market opportunities huge
Favorable and fair market conditions depend on
country-specific industrial policies
USA has set all the course and is taking the path with
impressive political consistency, there is both production
location incentive (IRA) and protection against unfair
market behavior by Chinese manufacturers
Expected global solar market size by region [GW]
450
400
+18.4%
CAGR
Europe
350
300
•
Europe has announced it will also help scale its own
strategic solar industry, but implementation of tangible
measures (TCTF "matching clause") and market
protection (Net Zero Industry Act) are both critical
conditions for success
250
+12.8%
CAGR
200
150
100
•
Meyer Burger has all options, for the time being the
focus will be on the USA and further expansion in
Europe will be pursued as soon as the market
conditions will ensure a sustained level playing field
50
0
MEYER BURGER
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
Meyer Burger Technology AG, Presentation for Investors, Analysts and Media, August 17, 2023
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