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
uptick in cost of all system components, including
modules, and despite supply chain disruptions
400
350
+16.5%
CAGR
300
Europe
Cost increase is driven by high materials prices.
Polysilicon as key driver remains around ten-year high
250
.
War in Ukraine, natural gas shortage and high energy
prices are even further fueling demand for solar
+13.2%
CAGR
200
Asia Pacific
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
North America
MENAT
Sub-Saharan Africa
Central & South America
0
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Source: Apricum - The Cleantech Advisory, Q1 2022, center scenario
MEYER BURGER
Meyer Burger Technology AG, Presentation for Investors, Analysts and Media, August 18, 2022
6View entire presentation