Green Energy From Heat - Themo Electric Generation (TEG)
1. Green Energy from Heat Applying Thermo Electric Generation (TEG) Jamie Yang, 2009 [email_address] Linkedin Profile
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7. Raw Material Powder Metallurgy … Module Assembly Covered by TEG module Maker A B System Design (Charger/Battery/Inverter) Construction & Installation A Mount TEG modules on Specific Devices Covered by Device Maker B Covered by System Integrator Business Model
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10. Source : IGA (International Geothermal Association) Electricity Statistic, 2008 See Appendix for detail Market Analysis and Potentiality – Geothermal Electricity
11. Unit : MWe per year Source : The Worldwide Installed Geothermal Power Plant Capacity, IGA 2008 (International Geothermal Association) Note : 1. The detailed estimation for TEG quantity, please refer to appendix 2. MWe: Mega Watt of Electricity * see appendix Market Analysis and Potentiality – Geothermal Electricity Type Year 2005 2010 MWe *2 9,064 12,100 TEG Q’ty *1 2010 120 M pcs/year
12. TAM CAGR 23% from 2007 to 2017 Revenue CAGR 12.6% from 2007 to 2017 Market Analysis and Potentiality – Solar PV Global Solar PV Installation/Production : Alternative Energy 2003 2007 2017 (est.) Solar PV Installations (MW) 620 2,821 22,760 Wind Power Installed (MW) 8000 20,060 75,781 Source: Clean Edge, Inc., 2008
13. Source: 2007 solar market review, Solarbuzz, Merrill Lynch Note : please refer to appendix for the output power of TEG Year 2008 SPV market size projection will be 3.674 GW, which is equal to TEG as below formula : 7,348Km 2 * 100 pcs/m 2 = 734 million pcs per year Market Analysis and Potentiality – Solar PV Global solar PV installations and TEG projections 2004 2005 2006 2007 2008 2009 2010 2011 2012 PV Installations – Megawatts (MW) 1,086 1,460 1,744 2,826 3,674 4,776 5,970 7,462 9,328 Y/Y Change 82% 34% 19% 62% 30% 30% 25% 25% 25% PV Installations – KM 2 ,(12.7M 2 /KW) 13,792 18,542 22,149 35,890 46,657 60,654 75,818 94,773 118,466 Solar TEG Equivalent – KM 2 ,(2M 2 /KW)* 2,172 2,920 3,488 5,652 7,348 9,552 11,940 14,925 18,656
14. Geothermal Generation Thermal-Electric Market TEG Applications 600M 120M 735M Annum Quantity (pcs) Waste Heat Incinerator Industrial Solar Heat Roof-top Power Plant Market Analysis and Potentiality – TEG Prospective
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25. Out Sourcing, Subcontracting Management Factory Build Up Asia Factory Build Up Global Manufacturing Operation Mfg Site Mirroring (Near customer) Strategy - Manufacturing Plan
26. items W-9 W-8 W-7 W-6 W-5 W-4 W-3 W-2 W-1 W0 Market demand Distribution W/H Geo W/H materials all-part-in sea freight lead time air freight lead time PCB production Ore mining mill TEG Overall Material Planning Flow The longest lead time component Distribution manufacturing Material planning and manufacturing Strategy - Fulfillment & Logistics