Atticvs Research

The 'Problem' With Solar Companies is Not Really a Problem

Dicki, you say TSL should reach grid parity in 2010. Currently their production cost per watt is about $2.60 all inclusive and are forecast to be about $2.50 by end 2008 or early 2009. What do you forecast their total cost per watt will be in 2010? Do you have any TSL road-map reference you can post here. I understand the thin-film companies may have total costs per watt of about 80 cents by 2010 with ASP's of about $1.20 per watt. I know they are not oranges to oranges but for large installations where labor & installation costs can be spread pretty thinly costs per watt & ASP per watt do matter. I'm leaning toward the belief that if solar companies cannot get ASPs towards grid-parity - i.e. in region of say $1.50/$2.50 per watt (depending on output per panel etc) in the next few years - then they may find the going tough against more competitive offerings.