MERCADO DE INVERSORES PARA MICRO E MINI GERAÇÃO PEDRO PAULO ALVES BRANCH MANAGER Solar Technology AG
É O LÍDER DE MERCADO HÁ MAIS DE 20 ANOS > Nietestal (1981) > 60 GW > 1 Billion > 3.000 employees > 100% FV Company Presentation 2
MERCADO DE INVERSORES PARA MICRO E MINIGERAÇÃO O QUE SERÁ APRESENTADO? Certificações? 1500V? Portifólio? Dimensionamento? PRODYST? STRING x CENTRAL?
MERCADO DE INVERSORES PARA MICRO E MINIGERAÇÃO TENDENCIAS Quais são as principais tendências em inversores no cenário mundial e como o mercado tem influenciado estas tendências. 01.06.2017 4
MERCADO DE INVERSORES - MUNDO THE CHINESE MARKET IS EXPECTED TO DECLINE BY 70% UNTIL 2019, OTHER MARKETS WILL GROW Regions Segments Global Inverter Revenues by Region/Segment (bn ) 3,4,5 5.2 4.8 4.9 4.9 4.9 0.9 0.6 0.4 0.3 0.6 China 1 (17%) (12%) (7%) (6%) (12%) 1.7 1.5 1.8 1.7 (34%) (32%) APAC 2 2.0 (34%) (35%) (41%) 1.4 1.4 (29%) (28%) Americas EMEA Storage Utility Commercial Residential 1.1 (24%) 1.1 (23%) 2015 1.5 (29%) 1.0 (20%) 2016 (27%) (26%) 2017-2% p.a. 1.5 (30%) 2018 1.7 (34%) 2019 4.8 5.2 0.5 4.5-4.9 4.3-4.9 4.4-4.9 (9%) 0.4 (8%) 1.9 (39%) (26%) (27%) 2.3 (45%) 1.1 (22%) (25%) 0.6-1.1 (22%) 1.7 (34%) 0.9 (19%) (25%) 0.7- (26%) 1.4 (30%) 0.9 (18%) (26%) 0.8- (26%) 1.4 (29%) 0.9 (18%) (27%) +2% p.a. -9% p.a. Expected Structural Changes in Energy Supply Private households / companies Utilities Source: estimate 25% 75% 2010 50% 50% 2020 - Germany - > Comunicação entre geradores e concessionária (peer to peer) afetará a forma do setor elétrico. > Grandes conglomerados industriais e comerciais poderão se tornar concessionárias de energia.. > Mudança do foco de CAPEX para OPEX devido aos novos modelos de negócio. 2015 2016 2017 2018 2019 Company Presentation 5
SISTEMAS RESIDENCIAIS: Auto-suficiencia, IoT. Yesterday: Produce and Forget Up to 30% Self-Sufficiency Today & Future: Be Part of the Energy Internet with a Smart Home Up to 80% Self-Sufficiency Investment security with high yields Easy installation with a compact, lightweight inverter Comprehensive monitoring via mobile devices and Sunny Places PV Inverter System Simplicidade e fácil instalação Leve, baixo nível de ruído, baixo índice de falha Energy Monitoring Portal para monitoramento Alliance Partners Energy Management & Storage Appliances like washing machines Heat, Ventilation & Air Conditioning (HVAC) E-Mobility & charging equipment Services Detecção remota de falhas do sistema Company Presentation 6
SISTEMAS COMERCIAIS: Custo, Gestão do consumo de energia, Performance Yesterday: Produce and Forget Today & Future: Optimize Energy Costs Across Sectors GRID INTEGRATION Local Energy Management Iguana DATA MANAGER Global Energy Management Aggregators (Direct marketers, virtual power plant operators) IoT-Cloud BACKEND / APPSTORE Open IoT-Cloud Data Management Analytics Trading Utilities Transmission Grid Operators Company Presentation 7
USINAS FV: Maior W/m2, redução de OPEX Yesterday: Feed-in Tarif Business Model Today: PPA Driven Business Model 1 > Foco em alta eficiência (η ) > Inversores até 1MW > Tecnologia 600 V DC > Menos modulos por inversor (low DC/AC ratio) > Europa era o principal mercado. > Mantem foco em eficiência (η ) mas também foca em redução de OPEX > Inversores até 5 MW > Reduced ebos by up to 10% with1,500 V DC > More modules per inverter (high DC/AC ratio) > Global market with many different local requirements (standards and environmental) Company Presentation 1.PPA = Power Purchase Agreement 8
PORTIFOLIO COMPLETO RESIDENTIAL COMMERCIAL UTILITY OFF-GRID & STORAGE MLP E SB 1.5/2.5 SB 3000-5000 STP 20000TL/ 25000TL STP 15000TL STP 10000/ 20000TL-JP CENTRAL CP XT CENTRAL CP-JP CENTRAL 2.2/2.5 MW BOY STORAGE HOME MANAGER ENERGY METER STP 12000/ 15000/20000/ 24000/30000-US STP 75 STP CORE 1 CENTRAL STORAGE CENTRAL- US 1.85/2.2/2.5 MV STP 12-30 kw, IEC and US ISLAND ISLAND 4548-US/6048-US 6.0/8.0H ISLAND 3.0/4.4M STP 5000-12000 SB 3600/5000SE + STORAGE SOLUTION COMMERCIAL TRIPOWER 75 Power Plant Controller String Combiner/Monitor 6/12/36x MULTICLUST ER- BOX 6/1236 FUEL SAVE CONTROLLER SB 3000-7700 US SB 3500/4500/5400 JP CLUSTER CONTROLLE R INVERTER MANAGER INVERTER MANAGER GPM SCADA and Monitoring solutions Siemens gird connections on High- and Medium Voltage level CENTRAL STORAGE 500/1000 CENTRAL STORAGE 2200/2500 HOME MANAGER ENERGY METER PLACES STP MV STATION PORTAL DESIGN MV POWER STATION STP MV STATION MV BLOCK SERVICE Extended Warranty Remote Service System Check Commissioning Extended Warranty Upgrade Operation & Maintenance Commissioning Extended Warranty Preventive Maintenance Operation & Maintenance Supplementary Services Extended Warranty Preventive Commissioning Maintenance Company Presentation 9
LIDERANÇA Solar Power World Leadership in Solar Power Award 2014 > Proposta de valor is the only global player with a complete portfolio in all segments. Therefore, has had the highest market share in sales for more than two decades. > Some competitors mainly benefit from local market developments. The biggest Chinese solar inverter player only shipped inverters for 40m$ during the first nine months 2016 in international markets, while domestic sales accounted for 95% of its sales. > Some large conglomerates survived in the PV inverter business only because of crosssubsidization (e.g. with medium voltage technology). Revenue Based Market Share 2 21% 20 % SM A 11% 10% 8% 9% 8% 8% 8% 8% 8% 6% Com p. Com p. Comp. Comp. 2015 2016 Inside CN Com p. Company Presentation 10
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