Investor Presentation • Oct 10, 2022
Investor Presentation
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3 © REC Silicon ASA. All rights reserved. Confidential


Whether supplied as a gas, gas derivatives, or used internally to manufacture ultra-pure polysilicon, our Signature Silane® is increasingly demanded for leading-edge power devices, big data, nano-electronics, communication devices, and renewable energy industries.
Signature Silane® is also what sets us apart.




7 © REC Silicon ASA. All rights reserved. Confidential
At the core of REC Silicon's technology is our molecule, SiH4, and the safe, sustainable best practices to produce it.



Resulting high-purity product is ideal for Float Zone (FZ) and Czochralski (CZ) polysilicon applications.


Smallest carbon footprint in the industry being fueled by hydroelectric power at the Moses Lake facility.









Silane used to form SiNx,
SiOx layers

* Crystalline Silicon Based Photovoltaic

REC Silicon is also the world leader in differentiated specialty gases



›We own the largest global fleet of silane containers from cylinders to 40' modules
From everyday technologies of solar cells, smartphones, and computer chips, to cutting edge components used in 5G communications, Signature Silane® is the material of choice.


Our electronic grade ISO 9001-2015 certified polysilicon businesses provide a variety of form factors for uses in high-tech energy and electronics industries.
-FZ-based devices are used in motor control and power conversion processes for hybrid and electric vehicles, wind energy, and high voltage transmission, 5G communications, high-speed trains, IoT (internet of things), and big data.
-This form of electronic grade polysilicon is principally used in manufacturing of 12' semiconductor wafers used in memory processors, optics, and micro electromechanical systems (MEMS).


The most efficient technology to make polysilicon
NextSi® is ideal for multicrystalline and monocrystalline solar ingot and wafer production in the manufacturing of solar modules.


Czochralski (CZ) Ingot Crystallization Process





FZ Crystallization Process



Source: World Semiconductor Trade Statistics (WSTS), 2018 Annual End-Use Survey, IC Insights

| Wave 0 Since 2015 |
Wave 1 Early-2020s |
Wave 2 Mid-2020s |
Wave 3 Late-2020s |
|
|---|---|---|---|---|
| Graphite-based | Silicon-based Li-metal |
|||
| Liquid (e.g. LiPF4) | Solid (e.g. Polymer- or Ceramic-based) | |||
| Nickel- & cobalt-based | Sulfur-based | |||
| 1× | 2.2x | 1.5% | Over 2x | |


Source: BNEF - Long-Term Electric Vehicle Outlook 2019 May 2019




We need to turn the trend around…






www.recsilicon.com

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