Roads to a Digital PV World

FusionSolar Smart PV Solution

FusionSolar
Corporate Introduction

FusionSolar
 Huawei at a Glance

80,000 14
R&D employees R&D Centers

180,000 No. 83
Employees Fortune Global 500

170+ No. 70
Interbrand's Top 100
Countries Best Global Brands

Page 3 HUAWEI TECHNOLOGIES CO., LTD.

 Continuously Creating Values for Customers
Achieving Sustainable Business Growth

~102.2
92.5
Unit: US$ Billion 75.1

61.3

46.7
39.3

2013 2014 2015 2016 2017 2018E

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 ICT Solutions and Services for Three Customer Groups
Hundreds of millions of Global enterprises, governments,
consumers Global carriers and industries

Consumer Carrier Enterprise Cloud

Products & Services Products & Services Products & Services Products & Services
Iconic global technology brand Enabler and preferred partner Cloud partner with reliable,
Best strategic partner for carriers
for digital transformation trusted, evolvable services

A Global Leader in ICT Products and Solutions

Information Distribution & Presentation Information Transmission Information Processing & Storage

Smartphones Wireless networks Enterprise networks Data center infrastructure Cloud services
MBB & home appliances Fixed networks IoT connection Big data analytics gPaaS
Wearables Carrier software management platforms AI platforms Cloud OS
Vehicle devices Core networks
Managed services and system integration

Page 5 HUAWEI TECHNOLOGIES CO., LTD.

 Globalized Platform, Localized Operation

170+
Countries Poland
Toronto Hungary
Germany

70% Silicon
Ottawa Romania

Localization of Employee Abroad Valley China

Bahrain

16
Mexico
India
UAE
Global Solution Center Malaysia

6 Huawei headquarters Brazil

Global Supply Center Accounting shared service center

Solution center Mauritius

22,000+
Supply center
Argentina
R&D center
Training center
Service Staffs Technical support center

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 R&D Centers Worldwide, the Best Resources for Innovation
Wireless, devices,
engineering
Cloud, AI, software, architecture, Wireless, systems
innovation, devices Stockholm Mathematics
Mathematics, aesthetics, Helsinki
Vancouver imaging Engineering, components,
London Moscow audio & video, quality
Seattle Ottawa Munich
Chicago
Optical networks, Paris Fixed networks, Beijing Nanjing
Silicon Valley
New Jersey devices Milan engineering, quality Xi'an Shanghai Yokohama
San Diego Suzhou
Dallas Chengdu Wuhan Hangzhou
Microwave
Shenzhen
Bangalore

14
Software
Huawei Global R&D Centers Singapore
*Points above includes both R&D centers & institutes Wireless (short-distance)

Architecture & Topology & Product Engineering & FusionSolar Mgmt.

Design Algorithm Development Manufacturing System
Smart PV
R&D Centers
Nuremberg, Germany Stockholm, Sweden Shanghai, China Shenzhen, China Chengdu, China

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 Sustained High Investment in R&D Brings Technology Breakthroughs
Top 1 Patents Application in 2017 calculation

Up to end of 2017, Patent Applications by 74,307 AI cognition sensing

64,091 Patents in China and 48,758 outside China, 90% were patent of innovation
study decision-making

13.8
• US$61.87 Billion invested in R&D
(2007 to 2017) 11.0 Cloud
• US$13.8 billion R&D investment in 9.2
2017, 14.9% of sales revenue.
6.6
US$ billion
4.8
5.2
5G
3.8

2.7
2.1
1.6
1.1
Chipset
2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017

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 Huawei Solar Achievements

FusionSolar

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 Over 30-year’s Experience in Power Electronic Fields

Core Telecom Network Fixed

Wireless IT Service
Network Software Energy Network

Telecom Energy Data Center Energy Smart PV Solution BMP/CP

No.1 No.1 Cloud

Smart Inverter
On-board Power …
Modular and Container Data Center Simple, Full Digital & Global Automatic
30~24,000A Telecom Energy (1~800kVA UPS / 20~150kW Air-Conditioning) Operation Smart PV Solution 15~800W BMP/14~132W Pol Power/150~3000W CP

30+ Years 2,000+ 800+ 10 6 660+

Experience in Energy Global Smart PV Network Energy Smart PV R&D Energy
Power Electronics Engineers Solution Employees R&D Centers Centers Patents

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 FusionSolar, #1 Global Inverter Shipment in 2015, 2016 & 2017

String Inverter, the Mainstream in Utility-scale

“Three-phase string inverter shipments … exceeded central inverter shipments by #1 Global Inverter Market Share
nearly 4GW. Decentralized system architectures in utility-scale solar continue to
increase in popularity …” in Three Years Since 2015 (MWac) Source: GTM, 2018
Global Solar PV Inverter Market Shares and Shipment Trends 2018

100%
30
Huawei Global Shipments
80% 10GW
47.8% Unit: GWac
56.6%
66.2% outside of
60% 20.2 China

40%
52.2% 56%
20% 43.4% 10.5
33.8%

0% 4
2015 2016 2017
0.82
Three-Phase String Central Solution

Market share of three-phase string and central solution in utility-scale 2013 2014 2015 2016 2017

Page 12 HUAWEI TECHNOLOGIES CO., LTD.

 FusionSolar, > 65GW Inverter Shipment till the End of 2017
Accumulated Shipment
Country Main Partners
till end of 2017

Germany
EU&
UK
UK 7.1 GW
France

China 47.8 GW

Japan 3.2 GW

India 3.1 GW

North America 1.6 GW

Southeast Asia & AU 1.6 GW

Other Region 1 GW

Page 13 HUAWEI TECHNOLOGIES CO., LTD.

 New Progress in 2018 (Partly)

Germany：
Baywa 138MW

Japan
Mitsubishi
Spain： Chemical 16MW
SolarCentury Saudi Daiwa 20MW
400MW SAKAKA 300MW
Grupotec 140MW
Mexico
Inetsa 150MW
Vivorillas 125MW Africa：
Garna 50MW India
Zambia 54MW Adani 1500MW

Brasil
Boa Boa 75MW
Argentina：
Cauchari 315MW
Cordillera 90MW

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 1 GW, World’s Largest Single PV Plant
Yanchi, Ningxia, China

Copyright
Page 15 Huawei Technologies Co., Ltd. 2015. All rights HUAWEI
reserved. TECHNOLOGIES CO., LTD.
 590 MW, the First Application of Huawei String Inverter in Utility
Golmud, Qinghai, China

Copyright
Page 16 Huawei Technologies Co., Ltd. 2015. All rights HUAWEI
reserved. TECHNOLOGIES CO., LTD.
 700MW, World’s Largest Solar Tracking PV Plant
Ningxia, China

Page 17 HUAWEI TECHNOLOGIES CO., LTD.

 300MW, World’s Largest Rooftop PV Plant
Zhejiang, China

Page 18 HUAWEI TECHNOLOGIES CO., LTD.

 Trends & Challenges

FusionSolar

Page 19 HUAWEI TECHNOLOGIES CO., LTD.

 Industrial Trends

The 4th Industrial Revolution Brings an Intelligent World

1st 2nd 3rd 4th Industrial Revolution

Steam engine Electricity Information technology Intelligent technology

ICT infrastructure will be the foundation of the intelligent world

All things, All things,

Connected All things, Intelligent
Sensing

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 Challenge

25-year PV Plant Lifespan Calls for Reliable Inverter Supplier

Satcon Power-one Advanced Energy
Bankrupted Acquired by ABB Withdrawal

2014: >3GW installed in US

…
2008 2012 2013 2015 2016 2017
SMA SMA SMA Huawei Huawei Huawei 2015: Withdrawal from solar

…
Fronius Power-One
Kaco Kaco SMA SMA SMA After 1. No spare parts supply
Ingeteam 2015: 2. No services for troubleshooting
Xantrex Fronius

…
Siemens
Option 1: Option 2:
Sputnik Continue with AE Retrofit
Conergy Power Loss - $0.35/W Cost - $0.1/W
Power-One
Elettronica
Kaco
Santerno
Source: GTM Research, 2018

Page 23 HUAWEI TECHNOLOGIES CO., LTD.

 Challenge

Low Reliability of Central Solution, Higher OPEX, Huge Power Loss

Long time for

Mass Quick-wear Parts High Failure Rate, Low Availability recovery

Fiber ring network

RS485 Monitoring and
Management
Communication
DC Combiner Box Management
Central Inverter Station
Grid

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 FusionSolar,
The World Leading Smart PV Solution
FusionSolar

Page 26 HUAWEI TECHNOLOGIES CO., LTD.

 Philosophy

FusionSolar Smart PV Solution:

A Simple, Fully Digital Solution with Automatic O&M
Auto O&M Simple Digital
• 0-touch Maintenance
 No DC Combiner, Short DC Path  String-level Data Collection
• Auto Fault Locating & Fault Analysis
 DC Fuse Free, No vulnerable Parts  0.5% High Accuracy Sensoring
• Real-time Monitoring, Centralized
 IP65, Natural Cooling  Power Line Communication
Management

Grid system Data Processing

All things,
Grid connection
Intelligent
Cloud Big Data Ming FusionSolar Smart PV
O&M Analysis System Management System

PV Plant Data Transmission

All things,
Step-up Station
Connected
Pipe PV Plant Management System Fiber Ring

PV Array Data Collection

All things,
Sensing Smart Array Controller
Device Module & Rack Smart PV Controller Transformer Station

Page 27 HUAWEI TECHNOLOGIES CO., LTD.

 Philosophy - Simple

Make it Simple: Easy Design & Quick Installation

DC Combiner Central Inverter Foundation Cabinet

String-level Management DC to AC Transition

Heat Dissipation Water/dust Proof

Grid
Smart PV Inverter Transformer

Page 28 HUAWEI TECHNOLOGIES CO., LTD.

 Philosophy - Digital

Digitalized System:
Smart PV Devices, Transparent Operation, Cloudy Management
Data Flow Network

SmartLogger
Anti-PID FusionSolar Cloud Management Center
Smart Chipset
Tracker Data
PLC Internet
Collection

Sensor for Sensor for

Solar Tracking System Smart PV Inverter String Detection Transformer Data Transformer & SACU Plant Management

Page 29 HUAWEI TECHNOLOGIES CO., LTD.

 Philosophy – Auto O&M

Make it Auto:
Auto Inspection, Auto Fault Location, Centralized Expert Deployment
Traditional O&M

Regular Manual Inspection Manual & Slow Fault Location Experts Onsite

Auto Inspection Auto Fault Location Centralized Expert Deployment

Smart O&M

Experts in HQ Labor Onsite

Page 30 HUAWEI TECHNOLOGIES CO., LTD.

 Ten Unique Innovations to Support Lower LCOE
Ground-mounted 1500V Scenario – 6MW@40° / 5.4MW@50° Standard Block FusionSolar Smart PV
Management System
Smart PV Solution

PLC AC Switch PLC

Solar Panel & Rack SUN2000-90/100KTL-H1 2 in 1, 30 units
340W, 30pcs / string 6 MPPT / unit, 60 units 10 Smart Transformer Station Step-up Station Grid
6 MVA@40° / 5.4 MVA@50°

2 String-level monitoring, 4 360 MPPT / block 8 Smart I-V Curve Diagnosis, dispersion ratio analysis
1 Smart Integration 0.5% accuracy
with Tracker 3 Fuse free, 0-touch 5 IP65 Natural Cooling 6 9 FusionSolar Smart PV Management System

2 No string-level monitoring 4 4 MPPT / block 8 No smart diagnosis

1 Isolated Tracking
Central Solution

System 3 DC combiner with fuse 5 IP54 Forced Cooling 6 9 Rough Monitoring

Central Inverter
7 RS485 Transformer

Local
Management
Solar Panel & Rack DC Combiner Skid / Foundation Step-up Station Grid
340W, 30pcs / string 16 in 1, 40 units 6MW / 5.4MW central inverter + transformer

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 FusionSolar, Enabling a Lower LCOE for 25-year Lifespan

Higher Yields Smart O&M Safe & Reliable

>2% Higher Lower OPEX 25years’ reliability

CAPEX + OPEX
LCOE =
LEVELIZED COST OF ELECTRICITY
Sum of Yields

Page 32 HUAWEI TECHNOLOGIES CO., LTD.

 Higher Yields

>2% Higher Yields, € 3 Million More Return for 100MW in 25 Years

1
2% Higher Yields = € 3 Million More Returns 360MPPTs / block, Reducing mismatch,
100 MW in 25 Years yields increased by 0.5% ~ 1.5% in mono-facial plant,
1.1%-2% in bi-facial plant

>2% 2
Higher Yields Euro Efficiency 98.8%: yields increased by 0.2% ~ 0.6%

3
Lower self-consumption: yields increased by 0.1% ~ 0.5%

4
Higher Availability: yields increased by 1.2% ~ 2%

Central Smart PV
Solution Solution

Page 33 HUAWEI TECHNOLOGIES CO., LTD.

 Higher Yields

Capacity Yields (Sep.09) Unit Yield Huawei

Inverter
(DC) kWh kWh / kW Advantage
Phase I 30MW Central 103,500 3.45 /
Huawei
Phase II 20MW 73,600 3.68 6.77%
SUN2000-43KTL

…6.77% higher
yields than central…

Mandsaur, MP, India

• Capacity: 50 MW
• COD: 2017. 06.01
• EPC：TATA Power Solar Ltd

Page 34 HUAWEI TECHNOLOGIES CO., LTD.

 Higher Yields

Yields of April Huawei

Capacity (DC) Inverter Unit Yields
/ Wh Advantage
Phase I 11MW Central 1417290 809.325 /
Huawei
Phase II 12MW
SUN2000-28KTL
1569040 854.596 5.59%

Shimane, Japan
• Capacity: 11MW
• COD: 2017. 03.01
• EPC：Power Max Co., Ltd
Page 35 HUAWEI TECHNOLOGIES CO., LTD.
 Lower OPEX

Smart O&M, OPEX Saving € 6 Cents/W

Traditional
Solution

Smart PV
Solution 1 2 3 4
€ 6 Million OPEX Saving
100MW Project in 25 Years
1 2 3 4
IP65, Dustproof 0-touch Maintenance Entire Replacement Smart IV Curve Diagnosis
OPEX Saving 2 Cents/W OPEX Saving 1 Cents/W OPEX Saving 2 Cents/W OPEX Saving 1 Cents/W

No fuses inside

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 Safe & Reliable

TUV Verification on > 99.996% High Availability of Smart PV Solution

Installed Annual failure

Inverter Model MW COD Running days Availability
Volume rate
Station phase Ⅱ SUN2000-20KTL 200 sets 4 17th Dec 2013 963 days 0.189% 99.998%

Station phase Ⅲ SUN2000-28KTL 4939 sets 130 27th Dec 2014 583 days 0.252% 99.996%

Station phase Ⅳ SUN2000-40KTL 1790 sets 60 11th Jan 2016 207 days 0.390% 99.996%
Station phase Ⅴ SUN2000-50KTL 700 sets 30 1st Jun 2016 Commissioning Period during this Assessment

Page 37 HUAWEI TECHNOLOGIES CO., LTD.

 Safe & Reliable

Reliability Tests above Industrial Level

Huawei Global Compliance & Testing Center (GCTC) is recognized by international authoritative organizations

Huawei GCTC K3 Lab in Shenzhen GCTC in Shanghai GCTC in Shenzhen K3 Lab in Shenzhen

THB Test High Temperature Resistance HALT Dustproof Test Salt Mist Reliability Test
85℃ Test -60 ℃～110 ℃ 24-Hour/Dirt Retention Corrosion resistance
Humidity: 85%-90% Waterproof Test 5-time Cycle Test 48-Hour/Humidity Rocket triggered Lightning at Guangdong

Page 38 HUAWEI TECHNOLOGIES CO., LTD.

 One-stop solution

Simply Commercial Interface: One-stop Solution

One-stop Purchase One-Stop Delivery One-Stop Service

FusionSolar
Huawei Scope Management System

PLC

Solar Panel & Rack Grid

Smart SmartACU Step-up Station
Smart PV Inverter AC Combiner PPC SCADA
Transformer Station

Page 39 HUAWEI TECHNOLOGIES CO., LTD.

 Smart
Lower LCOE

O&M
FusionSolar Smart PV Solution,
Lower LCOE by 4% or € 9 Million More Returns for 100MW in 25 Years

>2% Higher Yields

CAPEX + OPEX
3 Million for 100MW
LCOE =
LEVELIZED COST OF Sum of Yields
ELECTRICITY

Lower OPEX
6 Million for 100MW

Central Solution Smart PV Solution

Page 40 HUAWEI TECHNOLOGIES CO., LTD.

 Independent Technical Advisor supports Huawei Benefits
• Rina (OST) independent string-central inverter comparison

• Based on Cowdown (UK) 40MW PV project built with Huawei, 2016

• Rina report conclusions:

-1% for Huawei

-26% for Huawei

+1% for Huawei

Page 41 HUAWEI TECHNOLOGIES CO., LTD.

 FusionSolar® Portfolio of Products
~ 2016 2017 2018
5~12KT
SUN2000L Inverter & 2~5KTL 375W L, 375W,
SUN2000P Optimizer 2MPPT, embedded
3phase
8/12KTL 17/20KTL 33KTL-A 42KTL 60KTL
36KTL
1000Vdc 1000Vdc 1100Vdc 1100Vdc 6MPPTs
1100Vdc
400Vac 400Vac 480Vac 1100Vdc
SUN2000 Inverter 400Vac 400/480Vac 400/480Vac

55/60KTL 100KTL
1500Vdc 1500Vdc
800Vac
SUN2000HV Inverter 800Vac

SmartLogger & SACU2000B

with 24V
SmartACU200 SmartLogger1000 PLC Module SmartLogger2000 SACU2000A SACU2000B
0 FusionSolar Cloud
Management Center
Remote Monitoring NetEco1000S Neteco APP Smart I-V Curve Diagnosis Available : 2018/Q4

Page 42 HUAWEI TECHNOLOGIES CO., LTD.

 FusionSolar Smart PV Solution,
Roads to a Digital PV World

Page 43 HUAWEI TECHNOLOGIES CO., LTD.