URE — Investor Presentation 2013

Jun 24, 2013

新日光能源科技
股份有限公司

2013 年 6 月 20 日

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新日光公司簡介
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• 成立時間 : 2005 年 12 月

 產品: 結晶矽太陽能電池

• 目前裝置產能: 1.3 GWp

• 員工人數: 約 1,500 人

• 總部: 台灣新竹

• 於台灣證券交易所上市( 2009 年 1 月)

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公司沿革
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 2005.12: 新日光成立

• 2006.12: 第一條產線進入 24 小時全產能量產 , 單月達成損益兩平

• 2006.08: 二廠暨竹科總部正式啟用

• 2009.01: 於台灣證券交易所掛牌上市

• 2009.09: 獲 Deloitte & Touche 評選為 Deloitte 亞太區成長最快速前 500 大

• 科技公司及經理人第 6 名

• 2010.10: 發表新一代多晶電池“ Super 17” 及單晶電池“ Perfect 18”

• 2011.04: 通過國際碳足跡查驗

• 2011.09: 於歐洲太陽光電展發表高轉換效率單晶電池 “Black 19”

• 2012.09: 推出新一代高效多晶電池 “Super 18” 及單晶電池“ Black 19+”

• 2013.05: 與旺能光電完成合併 , 成為台灣最大之太陽能電池公司

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核心競爭優勢
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 品質

• 結合半導體製造紀律於品質系統的領先者

 技術

• 半導體、電子系統、矽原料、太陽能電池和太陽能能源系統工程等 領域的專家

• 擁有國際最先進的設施、設備和知識

 客户服務

• 提高客户滿意度以及服務效率

• 提升合作夥伴的商務關係

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經營團隊
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林坤禧博士董事長暨策略長

• 前台積電資深副總

• 交通大學榮譽管理講席

• 美國 Kentucky 大學企管博士

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洪傳獻博士執行長

• 現任台灣太陽光電產業協會理事長

• 曾任工研院太陽能電池實驗室研究組組長、光華非晶矽公司副總經理

• 清華大學電機博士

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沈維鈞先生總經理

• 超過25年半導體銷售和市場行銷經驗

• 曾任台積電資深處長及台積電歐洲子公司總經理

• 美國 Santa Clara 大學企管碩士、 Case Western Reserve 大學電機碩士

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耀眼的成長動能
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成長快速的太陽能光電公司
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• 2012 年總出貨量成長 15.4% , 因平均售價 (ASP) 的下調而使年營收下降

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完備的全球生產與服務佈局
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FAB 6 Cell: 440MWp Module: 110MWp Addition After Merger NSP Current Capacity

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FAB 2 & HQ Hsinchu Science Park Cell: 800MWp FAB 5 Cell: 250MWp Module: 70MWp

FAB 3 Tainan Tech. Industrial Park Cell: 500MWp

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堅強的研發實力
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• 業界領先的產品效能

• 半導體製程技術和太陽能元件物理的多年生產管 理技術與經驗

• 優異的製造技術與產品可靠度大幅縮短產品上市 時程

• 客製化的先進技術與產品藍圖加強客戶長期關係

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新日光電池的優越性
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 Very low appearance defects
高品質的電池產品  Excellent color uniformity
 Low cell breakage rate
 Positive-only tolerance power rating
低模組封裝耗損  Special binning method to reduce module power loss due to cell mis-match
 Meet stringent industry power loss requirement
 Extended cell reliability tests far exceed standard specification (3X)
優良的長期電池性能  Micro-crack and hot spot monitor via EL/IR test
在高溫與弱光  Minimal cell efficiency degradation with temperature
良好的表現特性  Superior weak-light performance for more annual yield
極低的電勢差引發  Stringent PID resistance test with very low power loss
衰減 (PID)
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卓越的製造能力
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 半導體製程技術和太陽能元件物理的多年生產管理技術與經驗

• 超高生產力

• 高良率

• 無與倫比的外觀和顏色均勻度

• 需求為導向的製造業

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環境健康安全
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• 傑出的安全紀錄

• 德國萊茵認證通過

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ISO 9001, 14001, OHSAS 18001

• 所有產品符合 RoHS 規範

• 溫室氣體排放減量核查

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• SGS 產品碳足跡驗證

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產業競爭力
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• 加強上下游整合，佈局下游出海口

• 增進與歐洲和日本地區一級模組品牌大廠之 outsourcing 合作 , 未來並逐步增加 Module 產能

PolyWafer Solar Cells Module Inverter System silicon

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~ 2GW 240MW

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• 同時達到太陽能電池及模組的產能擴張，並在 NSP 卓越的流程及品質管理下提升整體效能

• 藉由台達電長期耕耘 inverter 及 PV system 的經驗與累積的客戶基礎，進一步拓展合併公司產品的出海口

• 完整佈局太陽能中下游供應鏈—各領域研發具有互補性，且滿足客戶一次購足的需求

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差異化競爭策略
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合併後新 NSP 與其他太陽能公司之差異化經營

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• 商業模式差異化 具備模組與系統整合能力

• : ,

• 銷售區域差異化 歐美客戶可由台灣供應 非歐美客戶能由大陸供應

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• 財務能力差異化 有更強力的財務實力爭取模組與系統業務

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• 研發技術及產品之差異化 具備優秀的研發技術 及領先同業的高效產品

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Thank You
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Neo Solar Power Corp. Tel: +886.3.5780011 Fax: +886.3.5781255 www.nsp.com

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