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From: bob zagorin	9/22/2008 11:30:36 AM
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CS: Europe Solar Equipment Market Weight K. Iltgen A look at competition in Taiwan • The Taiwanese PV trade show was a good opportunity to get an overview about local Taiwanese solar equipment suppliers. While there are an increasing number of companies moving into the equipment market segment, we see only small competition for established European equipment suppliers. We keep our positive stance on the solar equipment sector including CTN, M5Z and R8R. • We think the example of Mosel Vitelic who tried to expand capacity with local equipment (plus Shimadsu from Japan) shows that cell manufacturers take a big risk by not sourcing proven equipment. In our view, the Taiwanese PV industry will take the same route as the local semiconductor industry, i.e. buying critical equipment from well-established equipment players combined with only some equipment from local sources. • Overall there are more than 30 Taiwanese companies that have ambitions in the PV equipment market. This includes a large number of subsystem suppliers and re-seller of European/ US equipment. These companies should be seen as partners not competitors of European equipment suppliers. In fact, the opportunity to source sub-systems from Taiwanese companies is an attractive way to reduce costs for European equipment companies. • Only about 5 companies in Taiwan position themselves as an independent equipment supplier. In most cases, their throughput is still well below that of European equipment providers. Moreover, their equipment is mostly not proven in a production environment. • The development of Hermes (TW) maybe interesting to watch. With the support/partnership of TEL (JP), which supplies the PECVD deposition tool for Sharp's thin film plant, the TEL/Hermes duo could potentially become a stronger player in the thin film market. Note that Hermes is a major owner of Auria (TW) which builds its first thin film line on Oerlikon equipment.

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