Market Against the Background of the European Development 24 - PowerPoint PPT Presentation

Insights into the French Energy Storage Market Against the Background of the European Development 24 October 2018 Markus A.W. Hoehner, CEO & Founder, EuPD Research, IBESA – International Battery & Energy Storage Alliance

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A. Market size and forecast

A. Market size and forecast After a long and sharp decrease of the European PV market … Capacity of newly installed PV systems | Europe Source: EuPD Research 2018 25 GW 23.4 GW 20 GW 18.0 GW 15 GW 11.3 GW 10 GW 8.6 GW 7.2 GW 7.0 GW 5 GW 0 GW 2011 2012 2013 2014 2015 2016 2017 2018e 2019e Europe

A. Market size and forecast … Europe is slowly returning to its former strength . Capacity of newly installed PV systems | Europe Source: EuPD Research 2018 25 GW 23.4 GW 20 GW 18.0 GW 15 GW 11.7 GW 11.3 GW 10.1 GW 10 GW 8.5 GW 8.6 GW 7.2 GW 7.0 GW 5 GW 0 GW 2011 2012 2013 2014 2015 2016 2017 2018e 2019e Europe

A. Market size and forecast The residential PV segment is part of this new growth. Capacity of newly installed residential PV systems | Europe Source: EuPD Research 2018 4 GW 3.0 GW + 9% 3 GW 2.7 GW + 31% 2.1 GW 2 GW 1 GW 0 GW 2016 2017 2018e Europe

A. Market size and forecast The Netherlands continues to be the largest residential PV market in 2018. Share of newly installed residential PV systems | Europe Source: EuPD Research 2018 100% 45.8% 46.6% 46.9% 75% 2.9% 2.7% 3.6% 3.3% 2.5% 50% 6.8% 6.0% 6.4% 7.2% 8.3% 8.6% 12.7% 13.5% 14.2% 25% 13.4% 20.4% 18.8% 9.3% 0% 2016 2017 2018e Netherlands Germany Belgium Italy UK France RoE

A. Market size and forecast PV installations in the French residential segment have been on the same low level since 2016. Source: EuPD Research 2018 Capacity of newly installed residential PV systems | France 100 MW 80 MW 78 MW 77 MW 75 MW 50 MW 25 MW 0 MW 2016 2017 2018e France

A. Market size and forecast From 2016 to 2018 the European market for home energy storage systems is expected to double. Source: EuPD Research 2018 Number of newly installed home energy storage systems | Europe 75,000 66,883 + 23% 54,285 50,000 + 57% 34,514 25,000 0 2016 2017 2018e Europe

A. Market size and forecast The European residential storage market is dominated by Germany. Source: EuPD Research 2018 Number of newly installed home energy storage systems | Europe 75,000 50,000 25,000 45,000 37,500 24,800 0 2016 2017 2018e Germany Italy UK Austria France RoE

A. Market size and forecast Only a small number of residential PV systems in France is combined with energy storage systems. Despite the stagnation in Number of newly installed residential PV systems and newly Source: EuPD Research installed home energy storage systems | France residential PV installations, 20,000 an increasing market for 16,000 home energy storage 15,501 14,547 15,000 systems is forecasted. In 2018 the share of newly installed home energy 10,000 storage systems will be around 13 percent. 5,000 2,000 1,415 841 0 residential PV systems home energy storage systems France 2016 2017 2018e

B. Installer insights from the French market

B. Installer insights from the French market Global PV InstallerMonitor 2017/2018  Modules, inverters and storage solutions  Procurement Management  Brand Management  Market Penetration  Satisfaction Analysis  Storage Solutions  Field phase: November 2017 – February 2018

B. Installer insights from the French market In 2016 one third of the surveyed installers offered storage solutions. Source: EuPD Research 2018

B. Installer insights from the French market The number of installers who offer storage solutions remains stable.

B. Installer insights from the French market The current prices are still the main reason for installers not to offer storage solutions.

B. Installer insights from the French market In comparison to 2016, indirect procurement has become much more popular for storage systems.

B. Installer insights from the French market Unaided brand awareness – France 2017

B. Installer insights from the French market Quality is the most important feature followed by reliability of delivery information.

B. Installer insights from the French market Quality is the most important feature followed by reliability of delivery information.

B. Installer insights from the French market Summary Slightly increasing number of installed energy storage systems in France Switch from direct to indirect procurement Numerous well-known brands in the market Quality, reliability of delivery information and security certifications are the most important features for storage systems

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