uk offshore wind supply chain seminar - wind · pdf fileuk offshore wind supply chain seminar...
TRANSCRIPT
UK Offshore Wind Supply Chain SeminarUK Offshore Wind Supply Chain Seminar
Frank Zimmermann, CFO Offshore Business Unit, Siemens Wind PowerDr. Kay Biebler, Head of Global Nacelles, Siemens Wind Power
Copenhagen, September 2nd, 2009
Frank Zimmermann, CFO Offshore Business Unit, Siemens Wind PowerDr. Kay Biebler, Head of Global Nacelles, Siemens Wind Power
Copenhagen, September 2nd, 2009
Page 2
Content
Our Market
Our Business
Our Product
Our Supply Chain Strategy
Page 3
Eight 100 x 100 km offshore wind farms could produce 3.200 TWh – enough for all of Europe
Page 4
We are the leading supplier to a market with "unlimited" potential
Rhyl FlatsBreitling
NSWQ7
Emden
Kentish Flats
Scroby Sands
Lynn / Inner Dowsing
Solway Firth
Barrow
Burbo BanksNorth Hoyle
Race BankDocking Shoal
Oostende
Newcastle
Hull
Great Yarmouth
London
Brighton
Swansea GreaterGabbard
Gunfleet Sands
Horns Rev II
Tuno Knob
Samsoe
Vindeby
Middelgrunden
Lillgrund
Bockstigen
UtgrundenYttre
Stengrund
Roedsand(Nysted)
RostockKiel
Bremerhaven
Emden
Gotenburg
Aalborg
Aarhus
Copenhagen
Kalmar
Horns Rev
Roedsand II
Site installed with Siemens turbines
Received order for Siemensturbines
Potential site Site installed byother turbine manufacturer
Rhyl Flats
Sheringham Shoal
London Array
Walney Baltic I
Frederikshavn
Thronton Bank
HooksielAlpha Ventus
25GW UK Round III25GW UK Round III
100 GW European offshore site potential estimated – only 1.5% of this is installed
Page 5
Global Offshore Turbine InstallationsSWP's Market Appraisal
The financial crisis has its impact on the offshore market, but did not strangle it
Global annual offshore turbine installation in MW
900
400212198
2012201120102009
3,400
2,200
1,500
200820072006
Worldwide installed by 2009 ~2.4 GW
SWP target: ~50% worldwide market share
Page 6
Offshore wind is in a steep development phase
Source: MAKE consulting, Siemens E R WP OF BD
Customers
Avg. turbine size
Avg. rotor diameter
# Significant manufacturers
Avg. yearly installed capacity
Avg. wind farm / project size
# countries with offshore wind
Avg. water depth
Global utilities, large consortia, non-utility
investors
European utilities
Scandinavian utilities
5-6 MW3 MW< 0.5 MW
125-130 m98 m37 m
>30 m15 m5 m
3 >82
6.000 MW 230 MW3 MW
>500 MW90 MW6 MW
20+73
1990s 2000s 2010-2030
Page 7
Content
Our Market
Our Business
Our Product
Our Supply Chain Strategy
Page 8
Siemens Offshore References, Projects underExecution and New Order Back Log
We have over 1.250 Offshore Turbines installed, under execution or in our order books
SWP Offshore projects completed SWP Offshore project firm orders
SWP Offshore projects under execution
Vindeby DK 1991 11 Bonus 450kWMiddelgrunden DK 2000 20 SWT-2.0-76Samsø DK 2002 10 SWT-2.3-82Nysted DK 2003 72 SWT-2.3-82Lillgrund SE 2007 48 SWT-2.3-93Burbo Banks UK 2007 25 SWT3.6-107LID UK 2008 54 SWT-3.6-107
GunfleetSands UK 2009 48 SWT3.6-107
Rhyl Flats UK 2009 25 SWT-3.6-107
Greater Gabbard UK 2009/10 140 SWT-3.6-107
Hywind NO 2009 1 SWT-2.3-82VS Float.
London Array UK 175 SWT3.6
Wallney UK 102 SWT 3.6
<not disclosed> 119 SWT 3.6
Sheringham Shoal UK 88 SWT 3.6
Baltic 1 GER 21 SWT 2.3
<not disclosed> 111 SWT 3.6
Page 9
Gun Fleet Sands under Execution (with Titan II)
Page 10
Rhyl Flats under Execution
Page 11
"Nobody else has ever installed wind turbines
so far off shore …"
Horns Rev under Execution~90% installed
Page 12
HYWIND delivered and installed
Page 13
Future trends in offshore wind energy
Larger projects Projects further offshore New markets
Siemens Offshore Technology – developments to meet the challenge
Page 14
Siemens Wind Power is driving the necessary development to extend its No. 1 position as leading supplier in Offshore
Locations Installation Technology
Product Develop-ment & Scope Service Concepts
Develop-ment
ProgramModules
Select best locations for manufacturing & assembly
Define best installation strategyPromote investments
Secure accessibilityEnhance service level
1 2
3 4
5
Select the right products & features for Offshore
Markets & Sales Enter new markets
Page 15
Main Scope Split and Values
More difficult times have come...
Electrical design optimized with Siemens PSS software
Turbines
Civil
Grid
Vessels
Page 16
Oil&Gas
Power Generation
Power Transmission
Power Distribution
Renewable Energy
Siemens Offshore Wind- One Supplier for Generation and Transmission
Page 17
Content
Our Market
Our Business
Our Product
Our Supply Chain Strategy
Page 18
General layout of SWT-3.6-107 nacelle
Offshore modificationsOffshore modifications implemented as part of basic design. Modifications in place also for onshore turbinesArrangements generally according to principles having shown their worth from Vindeby onwardsTransformer and HV switchgear in tower bottom Corrosion, outside – surface protection to C5M in splash and spray zoneCorrosion, inside – "closed room system", with climate control (dehumidifiers, salt filters) and cooling via heat exchangersOpening reduced to a minimumExperience is that offshore operational conditions are generally more benign than onshore due to low turbulence
Nacelles
Page 19
Our answer for advanced turbine technology:Integral Blade without glue joints
Siemens Integral® Blade
The blade is manufactured in a single operation, using a closed process invented by Siemens
No glue joints between spars and shells, no weak points, no easy access for water or lightning
Combining superior strength with excellent power and noise performance
Page 20
Content
Our Market
Our Business
Our Product
Our Supply Chain Strategy
Page 21
Structure of Siemens Wind Power Supply Chain Management
Global Nacelles
1Nacelle & HubSite parts needed for turbine assembly on site
Global Blades
2
Global Towers
3
Blades
Tower & Tower internals
Procurement, responsible for
4Purchasing of material
Power unit & Trafo unit
Page 22
Strategy and principles for the SCM global footprint
Economy of scaleLeanControlled growth
Build satellites for local content fulfillment
ChinaUS India
Establish flexibility models in regions to optimize landed costsPlant setup for flexible growth
Production in each region gives maximum currency independency
Large plants
Local content
Plant where a supply or customer cluster is
Flexibility
Currency
Page 23
Full scopePrototypes, 0-seriesHigh efficient serial productionHeadquarterClose to R&D
Concept of nacelle network – type of plants
US, Hutchinson,x.xGW-Typefactory
Satellite Factory, e.g. Brazil
Satellite Mongolia
India"2in1" x.xGWFactory, together with Blades
Satellite Factory, e.g. …
Satellite Factory, e.g. …
China, Lingang,x.xGW Factory
Offshore FactoryHubs, Nacelles & Generator
Satellite Factory, e.g. Turkey
Lead factory Brande
Page 24
SCM Landscape
SCM NetworkMain Topics
Have large plants
Assembly driven by currency independence, Supplier and Customer clusters & Transport logic
Flexibility within the footprint
Create Centers of Competences
Use lean principles
Get economy of scale
UnitCost
Plant Size
Asia US Europe
Supply BaseAssembly
→ Europe Optimize Brande and Aalborg→ Asia Build China for APAC Market, India)→ US Optimize Blades, add Nacelles
2
1
3
COC per region
Page 25
Global Nacelle
Page 26
Brande: Today