Although the Solar World 1 photovoltaic-powered car driven by the
University of Bochum (Germany) team finished a very respectable third
in the just-completed Dallas-to-Calgary North American Solar Challenge race,
the company itself has the number-one position in terms of vertically
integrated crystalline silicon-based solar manufacturing on the
continent.
At last week's Intersolar show in San Francisco, company chair/CEO
Frank Ausbeck said the new 100-MW capacity, fully automated
monocrystalline module-production line in Camarillo, CA, has been
completed. Expansion and modernization work at the former Shell Solar
site began in 2007 (before that, Siemens and Arco owned it, btw), and
SolarWorld has said it spent at least $26 million on the project last
year, boosting output at the factory from its previous
manual-/semiautomated line maximum of 35 MW.
German engineering excellence finds automotive and PV synergy
in latest solar challenge race. (Photo courtesy: SolarWorld)
Gordon Brinser, Solar World USA's
VP of operations, told me after his keynote on the future of
crystalline silicon at the North American PV Advanced Manufacturing
Technology Conference that the company's new integrated wafer and cell
fab in Hillsboro, OR, "will have 100 MW of capacity functional by year
end... with production output reaching 100 MW by Q109." The facility
(bought from Komatsu, reportedly on the cheap, in early 2007) includes
480,000 square feet of manufacturing floorspace, which will be ramped
up to 250 MW next year and possibly 500 MW by 2010, making it the
largest c-Si production plant in North America.
The first wafers were cut from silicon ingots "the last week of
June," he confirmed in a follow-up email, and the "tools are being
moved in, and we're working with the normal delivery and startup issues
with specific vendors." Some equipment deliveries have been pulled in,
others pushed out, but most of the systems are now on the factory
floor. "We work together with the tool vendors to really drive the
overall efficiency in their 'tool space.' Whether this is through
higher productivity or small tools or lower-cost processes, it all gets
us to our target--grid parity--much faster."
Brinser focused on "supply partners challenges" during the latter
part of his conference presentation, citing cost improvement, speed,
and innovation as the keys to success. He broke down six "areas of
opportunity" for equipment and consumables suppliers. While the tool
companies need to work on their productivity per cubic foot and
consumables houses must get more consistent quality and eliminate "the
variation in their products," both supplier categories could improve
their efforts in standardization, sustainability, and innovation, and
both need to be wary of what he called "creeping elegance."
Noting the "capacity limitations" of the supply chain, Brinser said
there are real opportunities for "new and existing suppliers that can
capture the real essence of PV need," arguing that companies must
remember that solar "is different from semiconductor" in terms of the
requirements for bigger cost reductions and more speed, as well as the
much higher volume involved.
In terms of cost, he spoke of the need to "lean the tools," to
reduce the total equipment footprint, with minimal weight, auxiliary,
and structural add-ons, as well as relatively uncomplicated operational
features. He called on "productivity per cubic meter" to become an
"embedded metric," and for time-conscious cost reductions to be driven
across the areas of installation, startup, and maintenance.
He bemoaned the lack of both hardware and software standardization,
noting that common hardware standards would greatly speed up "initial
connection and startup," reduce the "cost of maintenance and
troubleshooting," and provide more "flexibility to accommodate
innovation." Interface and other software components would also benefit
from this push for standardization.
As for the avoidance of "creeping elegance," Brinser said that
"increases in specifications must be driven by data and clear needs,"
since "every additional 'feature' adds complexity and cost." The
question that he thinks should be asked is, "Does the new, more costly
approach add value to the module in the field?"
The industry "must avoid the previous models that choked
innovation." He cited improved automated wafer handling as a critical
need as well as an acceleration in the development of "crystallization
and wafering technologies," which he sees as "lagging." A "mentality of
sustainability" must be "built into all phases of tool design, the
manufacturing of tools, consumables, and components, packaging, and end
of life" of the products, and that this, Brinser believes, will
"eventually differentiate companies."
He concluded his talk with a goal/challenge for the solar PV
production community: "The target must be to double the watt-peak
throughput of a square foot of manufacturing space every 24 months."
Although he admitted during the Q&A that no baseline numbers yet
exist on which to quantify this metric, he urged the industry to come
up with them as soon as possible as part of an overall drive for more
standardization.
Taking Brinser up on his call to arms, Curt Ward of ABRE, who spoke
about SEMI's standards activities (which include getting a PV global
roadmap in place by the second half of next year), buttonholed the
SolarWorld exec during the break and encouraged his participation.
For standards to really take hold and proliferate in the solar
manufacturing community, there must be significant input from Brinser
and other factory operations experts who see the cost-reduction and
productivity improvement benefits of getting the industry on the same
page.