WIND TURBINE SEMICONDUCTOR TOWERS EMS CABLE CONSTRUCTION

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WIND TURBINE SEMICONDUCTOR TOWERS EMS & CABLE CONSTRUCTION BLADES BEARINGS MULTICLIENT : SUPPLIER OPPORTUNITIES AT EUROPEAN WIND TURBINE PRODUCERS

SUPPLY OPPORTUNITIES AT EUROPEAN WIND TURBINE PRODUCERS

SUPPLY OPPORTUNITIES AT EUROPEAN WIND TURBINE PRODUCERS (CONTD)

ENERGY PROVIDERS & DEVELOPERS – DEVELOPING RENEWABLES TECHNOLOGIES PORTFOLIOS*

2. OVERVIEW OF SUPPLY OPPORTUNITY IN THE EUROPEAN AND GLOBAL WIND TURBINE SECTOR

OVERVIEW OF WIND TURBINE TRENDS, OPPORTUNITIES, THREATS & POTENTIAL BEST STRATEGIES OPPORTUNTIES AND TRENDS § GLOBAL OUTSOURCING OPPORTUNITIES. . . NEED TO BE CLOSE TO THE CUSTOMER § EMS OUTSOURCING INCREASING. . . IN THE NEXT 2 YEARS

EMS & CABLE PREFERENCES AND CURRENT SUPPLIERS AS DEMAND FOR WIND TURBINE INCREASES EMS OUTSOURCING WILL INCREASE § GENERATORS ARE OFTEN OUTSOURCED AS WELL AS CONTROL SYSTEMS AT LEAST IN PART § SOME CABLE HARNESS ASSEMBLY OUTSOURCING § CABLE PARTNERS LOCATED IN ASIA, EUROPE & USA SUPPLIERS FOR CONTROLS AND GENERATORS INCLUDE: § CONTROLS – CLIPPER, GE, MITSUBISHI, NORDEX, VESTAS § GENERATORS – ABB, GE, LOHER, VESTAS, WINERGY

TOWERS PREFERENCES AND CURRENT SUPPLIERS § SIGNIFICANT OUTSOURCING IN THE WIND TURBINE SECTOR IS FOR THE TOWER § LOCAL OUTSOURCING IS OFTEN PREFERRED. . . TOWERS ARE BULKY (TOWERS USUALLY DELIVERED IN TWO SECTIONS MAJOR SUPPLIERS INCLUDE: § § § § ACCIONA DMI INDUSTRIES TOWERS (USA) GAMESA MARMEN TOWERS (CANADA) NORDEX SUZLON VESTAS

BLADES PREFERENCES AND CURRENT SUPPLIERS § LOCAL OUTSOURCING FOR EASE OF TRANSPORT MAJOR SUPPLIERS INCLUDE: § § § § BLADE DYNAMICS (UK) GAMESA LM GLASFIBER BLADES (DENMARK) NORDEX POLYMARIN COMPOSITES BLADES (NETHERLANDS) SIEMENS WIND POWER SUZLON VESTAS

OTHER – INCLUDING BEARINGS AND CONSTRUCTION SERVICES MAJOR SUPPLIERS INCLUDE: § SCHAEFFLER – BEARINGS FOR WIND TURBINE ROTOR SHAFTS § SKF – SEALING, BEARING AND LUBRICATION SYSTEMS § VESTAS

3. SUPPLY OPPORTUNITY – WIND TURBINE SYSTEMS PROVIDERS, SURVEY RESULTS & SUPPLIER ANALYSIS

OVERVIEW OF MAJOR GLOBAL WIND TURBINE EQUIPMENT PLAYERS

TOP EUROPEAN WIND TURBINE MANUFACTURERS’ SITES

TOP EUROPEAN WIND TURBINE MANUFACTURERS’ SITES (CONTD)

INTEGRATED OUTSOURCING AT MAJOR WIND TURBINE EQUIPMENT PROVIDERS § TODAY DESIGN IS MOSTLY PERFORMED IN-HOUSE § CONTROL SYSTEMS/ELECTRONICS IS OFTEN OUTSOURCED

INTEGRATED OUTSOURCING – WIND TURBINE EQUIPMENT PROVIDERS

INTEGRATED OUTSOURCING – WIND TURBINE EQUIPMENT PROVIDERS (CONTD)

‘IN-HOUSE’ WIND TURBINE EQUIPMENT CAPACITY AND DISPOSALS EMS OPPORTUNITIES AT: § ENERCON – FROM 2010 ONWARDS WHEN PRODUCTION IS IN FULL SWING § SIEMENS WIND – FOR SUPPLIERS OFFERING GOOD SUPPORT § TURBOWINDS – IN INDIA § VESTAS - GLOBALLY

INCREASE/DECREASE OUTSOURCING AND TRANSFER POSSIBILITIES

INCREASE/DECREASE OUTSOURCING AND TRANSFER POSSIBILITIES (CONTD)

FUTURE WIND TURBINE MANUFACTURE COST BASE PREFERENCE MOST COMPANIES INTERVIEWED USE WESTERN EUROPE AND THE MAIN CRITERIA IS TO BE NEAR THE MARKET. GLOBAL COMPANIES SUCH AS VESTAS, SIEMENS AND ENERCON DON’T HAVE ANY REGIONAL PREFERENCES. MAIN REQUIREMENT CUSTOMER. IS TO BE CLOSE TO THE

COST BASE PREFERENCE

COST BASE PREFERENCE (CONTD)

SUPPLIERS TO THE WIND TURBINE SECTOR MAJOR SUPPLIERS TO THE WIND TURBINE SECTOR DISCUSSED INCLUDE: § ABB – GENERATORS, CONVERTERS AND POWER SOLUTIONS § BOSCH REXROTH – GEARBOXES, BRAKES, PITCH CONTROL AND YAW SYSTEMS (GERMANY) § MOVENTAS – GEARBOXES (FINLAND) § WINENERGY – GEARBOXES AND GENERATORS (FINLAND) § LOHER – INVERTERS (GERMANY) § CONVERTEAM – SPEED DRIVES (UK) § GILL INSTRUMENTS – ANENOMETERS (UK) § PARKER HANNIFIN – INVERTERS (UK) § CANTAREY – GENERATORS (SPAIN)