1. © 2012 SEIA
© 2012 SEIA
The Dynamic and Growing
U.S. Solar Market
Thomas P. Kimbis
Vice President
Solar Energy Industries Association

2. © 2012 SEIA
About SEIA
• Founded in 1974
• U.S. National Trade Association for Solar Energy
• 1,000+ member companies from around the world
• Members from across 50 states
• Largest companies in the world as well as small installers
• Our Mission: Build a strong solar industry to power America
• Our Goal: 10 gigawatts (GW) of annual installed solar capacity in
the U.S. by 2015

3. © 2012 SEIA
Solar in America: Strong and Getting Stronger
• 100,000 American workers in solar – double the number in
2009 – at 5,600 companies across the country
• One of the fastest growing sectors of the U.S. economy – with
109% growth in PV installations in 2011.
• More than 4,460 MW of installed solar electric capacity

4. © 2012 SEIA
Industry Overview
• The value of solar installations grew to $8.4 billion in 2011
• Solar employment more than doubled from 2009 to 2011,
topping 100,000 American workers
SEIA/GTM Research U.S. Solar Market Insight: Year In Review
-
20,000
40,000
60,000
80,000
100,000
120,000
2006 2007 2008 2009 2010 2011
U.S. Solar Workforce
SEIA Estimate The Solar Foundation
$-
$1.0
$2.0
$3.0
$4.0
$5.0
$6.0
$7.0
$8.0
$9.0
2006 2007 2008 2009 2010 2011
Billions
($)
Value of PV Installations
SEIA Estimate SEIA/GTM Research

5. © 2012 SEIA
U.S. Solar Business Locations in 2011

6. © 2012 SEIA
What the Future Holds– Looking Ahead
• In 2012, we’ll see near-term challenges for the industry,
especially for manufacturers
• Since the beginning of 2010, 52 new U.S. solar manufacturing
facilities have begun operations across America
• By 2014, the U.S. is projected to become one of the world’s
largest solar markets, alongside China and possibly Japan

7. © 2012 SEIA
Solar Market Insight: Year in Review 2011
• Detailed data on
markets in top 23 states
available in full report.
• Free executive summary
provides national
aggregate data on
installations, pricing,
manufacturing and
demand forecasts.
• Full report for sale
includes detailed market
segment and state data.

8. © 2012 SEIA
U.S. Solar Industry Continues Strong Growth
• PV demand grew 109% in 2011
0
200
400
600
800
1000
1200
1400
1600
1800
2000
2005 2006 2007 2008 2009 2010 2011
Installed
Capacity
(MWdc)
U.S. PV Installations
Year Q1 Q2 Q3 Q4
Source: SEIA/GTM Research Solar
Market Insight, "2011 Year In Review"

9. © 2012 SEIA
PV System Prices Falling Dramatically
$-
$2.00
$4.00
$6.00
$8.00
$10.00
$12.00
1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
$/W
Average Installed Price of PV
LBNL "Tracking the Sun IV" SEIA/GTM Research
Source: SEIA/GTM Research Solar Market
Insight, "2011 Year In Review"

10. © 2012 SEIA
U.S. to Lead in CSP
• California, Arizona and Nevada are leading states
• The current CSP pipeline contains over 5,000 MW of projects
with signed PPAs
-
200
400
600
800
1,000
1,200
1,400
1,600
1,800
2,000
2,200
Megawatts
(Mwac)
CSP & CPV Forecast
Installations Forecast
Source: SEIA/GTM Research Solar Market
Insight, "2011 Year In Review"

11. © 2012 SEIA
U.S. PV Demand Forecast to Grow 53% in 2012 to
Over 2.8 GW
0
1000
2000
3000
4000
5000
6000
7000
8000
9000
2008 2009 2010 2011 2012E 2013E 2014E 2015E 2016E
Megawatts
(DC)
U.S. PV Installations Forecast
Annual Installations Q1 Q2 Q3 Q4 Projected Installations
Source: SEIA/GTM Research Solar Market
Insight, "2011 Year In Review"

12. © 2012 SEIA
Status of Market Diversity
California
29%
New Jersey
17%
Next Five States
34%
Rest of U.S.
20%
2011 PV Installations by Major Market State
2011 Annual
Installations
2011
Ranking
California 542.2 1
New Jersey 313.3 2
Arizona 273.2 3
New Mexico 115.8 4
Colorado 90.8 5
Pennsylvania 87.9 6
New York 59.9 7
North Carolina 54.8 8
Texas 47.1 9
Nevada 43.6 10

13. © 2012 SEIA
SEIA’s 10 GW Goal Within Reach
• SEIA’s goal of 10 GW annually by 2015 is
achievable, but additional policies are needed,
including:
– Policies to support financing of solar projects, such
as the Section 1603 Treasury Program
– Long-term power purchase authority for federal
agencies
– Development of alternative financing mechanisms
– Removal of local barriers to solar deployment

14. © 2012 SEIA
PV Manufacturing Across the U.S.

15. © 2012 SEIA
Growing Importance of U.S. Solar Market
0.00%
2.00%
4.00%
6.00%
8.00%
10.00%
12.00%
14.00%
16.00%
0
1000
2000
3000
4000
5000
6000
7000
8000
9000
2005 2006 2007 2008 2009 2010 2011 2012E 2013E 2014E 2015E 2016E
U.S.
Share
of
Global
PV
Installations
Annual
Installations
(MWdc)
U.S. PV Installations and Global Market Share
U.S. PV Installations U.S. Global Market Share
Source: SEIA/GTM Research Solar Market
Insight, "2011 Year In Review"

16. © 2012 SEIA
International PV Forecast
-
1,000
2,000
3,000
4,000
5,000
6,000
7,000
8,000
9,000
10,000
2012E 2013E 2014E 2015E 2016E
Installed
Capacity
(MWdc)
Annual Installed PV Capacity Projections
Germany Italy China U.S.
Source: SEIA/GTM Research

17. © 2012 SEIA
SEIA Membership
• SEIA is working to build a strong solar industry across
America
• SEIA members receive the following benefits:
– Registration and exhibiting discounts at SEIA conferences
and tradeshows
– Free registration for member webinars each month
– Exclusive access to the SEIA solar tax manual
– A free, optional listing in the SEIA member directory
– Discounts on industry reports
– Job postings
– Members-only access to the Small Business Resource
Center, a set of tools to help small businesses grow
• To join, visit: http://www.seia.org/cs/join_seia.
• For more information, email membership@seia.org.

18. © 2012 SEIA
Thank You
Thomas P. Kimbis
tkimbis@seia.org