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,Click to edit Master title style,Click to edit Master text styles,7/22/2012,#,Click to edit Master title style,Click to edit Master text styles,7/22/2012,#,7/22/2012,#,Click to edit Master title style,Click to edit Master text styles,Yingli,Solar industry,Global,Strategy,Kai Mao 1.2012,Arena,Customer Group,Roof-Top Building-Integrated Ground-Installation,Solar Power Technology,Solar Thermal,Solar Electrical,(,PV),Crystalline Si,Thin-Film,Resources and Capabilities,Institution-based Analysis,Industry-based Analysis,Yinglis Strategy,Structure,Yingli in the Solar Market,Source,:Yingli Green Energy,Holding,Company Limited,Geographical,Solar Market Share,Resources-based view,Production Chains,Poly-Silicon,Ingot&Wafer,Cell,Module,Metallurgical Silicon,System,Purification,Cutting,Doping,Coating,Framing,Wiring,Integration,R&D,Manufacture,Marketing,Sales,Installation,After Sales,Resources-based view,Production Chains,Poly-Silicon,Ingot&Wafer,Cell,Module,Metallurgical Silicon,System,Cost,Structure,Energy Cost 85%,Rest 15%,Market Actors,Rest 10%,Big Seven 90%,Value Creation,Poly-Silicon 21%,Rest 79%,Big 7 in 2011,Capacity,t,Country,GCL,65,000,China,OCI,65,000,Korea,Hemlock,43,000,USA,Wacker,33,000,Germany,LDK,25,000,China,REC,19,000,Norway,MEMC,15,000,USA,Si 4%,Resources-based view,Production Chains,Poly-Silicon,Ingot&Wafer,Cell,Module,Metallurgical Silicon,System,Market Actors,Rest 7%,Big Five 93%,Value Creation,Poly-Silicon 21%,Rest 64%,Ingot/Wafer 15%,Cost,Structure,Poly-Silicon Input 65%,Rest 35%,Big,5 in 2010,Location,Shin-Etsu,Japan,Siltronic,Germany,Sumco,Japan,LG Siltron,Korea,MEMC,USA,Resources-based view,Production Chains,Poly-Silicon,Ingot&Wafer,Cell,Module,Metallurgical Silicon,System,Market Actors,Rest 50%,Top Ten 50%,Value Creation,Poly-Silicon 21%,Rest 45%,Ingot/Wafer 15%,Cells 19%,Rest of the World 50%,China+Taiwan 50%,Cost,Structure,Wafer Input 75%,Rest 25%,Resources-based view,Production Chains,Poly-Silicon,Ingot&Wafer,Cell,Module,Metallurgical Silicon,System,Market Actors,Value Creation,Poly-Silicon 21%,Rest 30%,Ingot/Wafer 15%,Cells 19%,Module 15%,Cost,Structure,Cells Input 90%,Rest 10%,Rest 10-25%,Top Ten 75-90%,Resources-based view,Capability of Vertical Integration,Poly-Silicon,Ingot&Wafer,Cell,Module,Metallurgical Silicon,System,Benefits from Integration,Margins Creation at each stage,Costs Reduction,Manufacturing,Packaging,Transportation,Breakage and Shipment Loss,Basic Supply,End,P,roduct,Market,Intermediate Product,B,etter,Quality Control,Efficient Technologies Development,Resources-based view,Value Chains,R&D,Manufacture,Marketing,Sales,Installation,After Sales,Project Development,Design Engineering,Constr-uction,Operation Maintenance,Assessment,customers Need,Assessment,Location,Financing,Monitoring,Cleaning,Warranty Management,System Integration,Component Selection,Structure,Optimization,Montage,Logistic,Outsourcing,Global Operations,R&D,Manufacture,Marketing,Sales,Installation,After Sales,R&D,Manufacture,Marketing,Sales,Installation,After Sales,R&D,Manufacture,Marketing,Sales,Installation,After Sales,R&D,Manufacture,Marketing,Sales,Installation,After Sales,Raw Material Purchasing,R&D,Manufacture,Marketing,Sales,Installation,After Sales,R&D,Manufacture,Marketing,Sales,Installation,After Sales,R&D,Manufacture,Marketing,Sales,Installation,After Sales,Source,:Yingli Green Energy,Holding,Company Limited,Institution-based view,Customer Incentives,Investment,Low Interest Loan(UK,CHN),Investment,Subsidies(CHN,UK,GER),Loan Gaurantees(de-risking),Investment Tax Credit,Production,Quota System,Minimum Feed-in Tariff,Production Tax Credit,Legal Framework,Renewable Energy Portfolio(EU,CHN),Streamlined Process,Building Regulation(GER),Source:http,:/ view,Manufacturing Incentives,Investment,Low Interest Loan(China),Loan Gaurantees(de-risking),Investment,Subsidies,Investment Tax Credit,Legal Framework,Streamlined Process,Source:http,:/ view,Industry-based View,Threat of Substitutes,-,Wind-,Biomass-,Hydro-,Geothermal Sources,-,Thin-Film as non-silicon-based technology,cheaper,huge production scale,Threat of Entrants,+,Established economies of scale,+,Harsch financial conditions,-,Entrants from large semiconductor producers,+,Existing long-term contracts with,suppliers,Industry-based view,Industry-based View,Power of Suppliers,-,Few Suppliers,-,Suppliers are cost-intensive,threat of forward intergration,Power of Buyers,-,Less Differentiation,-,Small number of global buyer,Threat of Rivals,-,Technology-based rivalry:Thin-film/Crystalline silicon solar module,-,10 major competitors with similar size,Strategy,Economic Logic:,Strategy,Gross Margin,33%,2010,Gross Margin,20%,2011,Price,Reduction(Existing Economic of Scale),Product Reliability Improvement,New Warranty,5 years,Warranty,2 years,Quality control,Source,:Yingli Green Energy,Holding,Company Limited,Strategy,Differentiator:,Strategy,Service Approach,Brand/Image Building Approach,New Efficiency,19,%with PANDA,Efficiency,16,%,Quality Approach,Direct Inst
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