Meyer Burger Investor Presentation
Due to technological breakthrough, Meyer Burger has a
well-founded n-type expansion strategy
Announced new production capacities¹
GW
103.5
3.3
(3.2%)
First Solar
80.4
(77.7%)
Aiko
CSI
JA Solar
Jinko
Risen
3.0
LONGi
6.67
Meyer Burger
1.57
6.5
2.2
Jolywood
Tongwei
Risen Trina
4.5
(4.3%)
Tongwei
JA Solar
CSI
15.3
(14.8%)
Those who have achieved the technological-
commercial breakthrough can grow
•
•
•
Despite a number of announcements for investments in
new n-type technologies, tier-1 manufacturers in fact focus
their capacity expansions on PERC2,3
In particular, HJT announcements from China have so far
consistently not been implemented as announced (e.g.,
announcement Risen 2019 2.5 GW,4 which was to be
ready in 2021, is now postponed to 2023, announcements
from new entrants usually "breathtaking", but only a
fraction implemented so far (e.g., SCIE 2019 – 10 GW5)
Meyer Burger emerging as a player with solid and
technologically validated advanced technology
expansion strategy
Total
CdTe
n-TOPCon
n-HJT
p-PERC
1) Limited to SMSL players and Jolywood (largest TOPCon player). Announcements by lower-tier players and new entrants without track record are not considered. 2) Solar Media Market Research February/May 2021. 3) AsiaChem Report July
2021. 4) China's Risen Energy begins construction of 2.5-GW HJT module factory (renewablesnow.com). 5) Shanxi Coal to Build 10 Gigawatt Solar Cell Factory (yicaiglobal.com).
6) First Solar to Invest $680m in Expanding American Solar Manufacturing Capacity by 3.3 GW (firstsolar.com). 7) Until 2027 according to current planning
MEYER BURGER
Presentation for Investors, Analysts and Media, August 19, 2021 Meyer Burger Technology AG
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