7 DSM-Jack Li

SAME SUN. MORE POWER.™ LOWERING LCOE BY INNOVATIVE MATERIAL SOLUTIONS SNEC 4 June 2019 Jack Li – DSM Advanced Solar BRIGHT SCIENCE. BRIGHTER LIVING. • Our AR coating minimizes reflection, especially at low angles of incidence. • As more light is allowed to enter the panel, the power production is increased by ~3%. • Launched in 2011, DSM established a global market leadership within three years. • Today 250 million solar panels using DSM ARC technology. ANTI-REFLECTIVE COATING. World First Technology CRYSTAL-CLEAR LIGHT TRANSMISSION FOR A 3% PERFORMANCE BOOST. INDUSTRY LEADER IN ANTI-REFLECTIVE COATINGS. OUR POSITION. 250 million panels using DSM coating technologies 3700 ktons of CO2 equivalent saved 70 GW of modules produced with DSM coating technologies 7500 GWh of additional power generated by DSM Anti- Reflective coatings • Anti-reflective and anti-soiling properties in one coating. • Designed for dry environments. • Modules treated with Anti-Soiling coating soil less quickly, so maintain their optimal performance for longer. • Improves the Internal Rate of Returns by fewer cleaning cycles, less consumables and less performance loss. • Applied at the glass manufacturer to the front side of solar glass • Durability, UV resistance and AR properties are comparable to regular AR coating. ANTI-SOILING COATING. World First Technology BOOST THE IRR OF YOUR PV SOLAR PROJECTS. XT Page 4 DSM ANTI-SOILING COATING: INCREASED POWER OUTPUT. INDEPENDENTLY-DEMONSTRATED TRACK RECORD OF INCREASED ENERGY YIELD +1.1% power output in Dunhuang, China +2.5% power output in leading Indian developer site • Designed for rooftop modules where aesthetics and high power output are key. • Increases power output up to 3% compared to uncoated modules. • Modules look like an integral part of the roof, no blueish unwanted color. • Performance and durability similar to regular AR coating. NEUTRAL ANTI-REFLECTIVE COATING. Page 5 POWER AND BEAUTY. NEUTRAL 91 92 93 94 95 96 380 480 580 680 780 880 980 1080 1180 Trans miss ion (% ) Wavelength (nm) Page 6 EVEN LIGHT TRANSMISSION ACROSS ALL WAVELENGTHS. NEUTRAL TO THE EYE. OUTPUT SIMILAR TO REGULAR AR COATING. DSM Neutral AR coating DSM AR coating Uncoated glass • Providing 10% extra power output compared to regular Anti-Reflective coating, shifting output of solar modules to higher watt peak classes. • Outperforming standard AR coating over the entire wavelength spectrum with the strongest benefit delivered in the range of 400 – 700 nm. • DSM Anti-Reflective coating XT is built on DSM’s proprietary core shell technology, so same strong durability. – It passes all relevant tests performed in the solar industry such as IEC 61215 tests, the felt abrasion test or the Pressure Cooker Test. ANTI-REFLECTIVE COATING XT. World First Technology EXTREME TRANSMISSION FOR HIGH POWER MODULES. XT NEW Page 8 EXTREME TRANSMISSION WITH DSM ANTI- REFLECTIVE XT COATING. 10% MORE OUTPUT THAN REGULAR AR COATING. 400 500 600 700 800 900 1000 1100 90 91 92 93 94 95 96 Wavelength (nm) Tran smi ssio n ( %) DSM AR coating XT DSM AR coating Uncoated glass Page 9 PASS ALL RELEVANT TESTS SUCH AS IEC 61215 TESTS, THE FELT ABRASION TEST OR THE PRESSURE COOKER TEST. RELIABLE PERFORMANCE. Optics before test Felt test PCT24 PCT48 HF10 HF20 90 91 92 93 94 95 96 Tran smi ssio n ( %) DSM AR coating DSM AR coating XT • Innovative co-extruded backsheet technology, maximizing module performance while minimizing environmental impact. • Most effective barrier against moisture, mechanical stress, sand abrasion and UV light. • Highly reflective cell-facing surface that boosts power gain. • 100% recyclable and 30% lower carbon footprint. • Produced using a single-step co-extrusion process, so less risk of delamination, delivering ultra-durable performance. ENDURANCE BACKSHEET TECHNOLOGY. World First Technology GET A GRIP ON PV PERFORMANCE. XT Durable, reliable, recyclable Page 11 HIGH REFLECTION HIGH PROTECTION SAME SUN.MORE POWER.™ HIGH PROTECTION + HIGH REFLECTION + OVER THE LIFETIME OF THE MODULE AFTER DH 3000H, MODULES USING DSM BACKSHEET SHOWED POWER DROP BELOW 5%. DSM ENDURANCE BACKSHEET FOR MAXIMIZING MODULE PERFORMANCE. Cells in TPT modules showed obvious corrosion Page 13 AFTER DH 3000H, MODULES USING DSM BACKSHEET SHOWED POWER DROP BELOW 5%. MODULES AFTER DH3000. Module with DSM Endurance backsheet Module with TPT backsheet Page 14 TEST BY DNV-GL (PVEL). DSM ENDURANCE BACKSHEETS PASS STRESS- TESTING. Source: Comparative Test by DNV-GL. K.R. Choudhury et al. “Backsheet Degradation in Accelerated Sequential Testing of Full-Size Commercial Modules”, 2018 NREL Photovoltaic Reliability Workshop, February 2018, Denver, CO, USA Tedlar®-based backsheet PVDF-based backsheet PET-based backsheet DSM Endurance backsheet Chemical stability (yellowness) Mechanical stability (cracks) THANKS TO INDUSTRY-LEADING REFLECTIVITY 90%. DSM ENDURANCE BACKSHEETS BOOST POWER OUTPUT. *DSM in-house benchmark study, evaluating a mainstream product out of each backsheet material class. Transmission average in the range of 380-1100nm Backsheet DSM TPE KPE CPC PPE Reflection (%) 93.2 76.3 84.7 81.5 75.2 DSM Pma x(W) Pmax gain 0.5-1% ONGOING PERFORMANCE ASSESSMENT IN THE FIELD. 5 YRS FLAWLESS OPERATION. Location Weifang, Shangdong Owner Huadian, 2.4MW installed in 2018 Eging modules Location Huế, Thua Thien Hue Owner unknown, 35MW installed in 2018 Location Mengzi, Yunnan Owner Hareon, 45MW* installed in 2015 Location Gonghe, Qinghai Owner SPIC Installed in 2016 Hareon modules Location Jiayuguan, Gansu Owner Hareon, 50MW* installed in 2016 Hareon modules Location Yinchuan, Ningxia Owner DSM Installed in 2018 Location Pune, Maharashtra Owner DSM Installed in 2016 Suntech modules Trina modules Tata modules Location Shanghai Owner DSM Installed in 2019 Suntech modules Sharp modules Customer and independent test institutes *: total installation 1 22 1 3 3 7 4 6 5 8 4 5 6 8 7 DSM ENDURANCE BACKSHEET WINNER OF AQM AWARD 2018. Page 17 • Award program set up TÜV Rheinland • DSM’s backsheet winner in category “desert – test sequence B” 100% RECYCLABLE Full thermoplastic backsheet expert report (Karsten Wambach) PV Cycle DSM is recycling production waste ENDURANCE BACKSHEETS ARE SUSTAINABLE. 30% LOWER CO2 FOOTPRINT LCA (DSM) vetted by Mariska de Wild (SmartGreenScans) & Vasilis Fthenakis (Columbia University) Proo f-po ints LOWERING THE COSTS OF END-OF-LFE TREATMENT FOR PV MODULES. WE OFFER TOP CLASS BACKSHEETS FOR EACH SEGMENT. D-series: Mainstream Excellence B-series: Extreme performance in harsh environments NEW EXTREME PERFORMANCEB SERIES. HIGH REFLECTION HIGH PROTECTION MAINSTREAM EXCELLENCED SERIES. B SERIES: EXTREME PERFORMANCE FOR HARSH ENVIRONMENTS. • For high power class PV modules that need to deliver reliable performance in extreme environments. • Leading barrier technology delivers effective protection against extreme heat, humidity, salt water, high winds with debris, and rural ammonia, preventing early module failure and maintaining bankable uptime. • Award-winning product (AQM award 2018 - TÜV Rheinland) • Proven track record in the field (5 years flawless operation) • Independent 3rd party assessments (a/o Black & Veatch, PVEL stress test) DSM Endurance backsheet B series offers the best alternative to Fluoro backsheets with sound bankability options. D SERIES: MAINSTREAM EXCELLENCE. • For designers of value modules, our D series offers all- round performance with superior durability. • DSM Endurance Backsheet D series provide a more reliable barrier to moisture, preventing premature corrosion of critical components, and the best UV resistance and long- term mechanical performance in the class. • Suitable for high temperature lamination processes. DSM Endurance backsheet D series: The best performing backsheet available in its class. Page 23 MAINSTREAM EXCELLENCE. ENDURANCE BACKSHEET D SERIES. • Using the same Endurance backsheet technology platform, adapted for all-round use. • With an optimized performance/cost ratio. • Suitable for high-temperature module lamination processes • 100% recyclable • Fluorine free • PET free • Innovative cell interconnection concept integrated in the backsheet of the module, with all electrical contacts are at the rear of the solar cell. • Launched in May 2018, designed for high power back-contact modules. • Modules with back-contact technology deliver up to 3% more power. • Flexibility in design, compatible with different cell configurations. CONDUCTIVE BACKSHEETS. ENABLING HIGH POWER BACK-CONTACT TECHNOLOGY. Enabling high power back-contact technology OUR PRODUCTS SCIENCE-BASED SOLUTIONS LOWERING THE LCOE OF PV SOLAR POWER WWW.DSM.COM/SOLAR SAME SUN. MORE POWER.™ BRIGHT SCIENCE. BRIGHTER LIVING.