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  • As Intel Joins the Solar Sector, Is There Room for Everyone?  [View article]
    Certainly could be - frankly I'd be surprised if SpectraWatt is solely a cell mfg in 3-5 years - why not go the whole vertical integration route? Depends on what they want to do of course - but those with size/scale should be the ultimate winners. If INTC wanted to go this route, they have the size/scale. So we shall see how it plays out.

    I would not be surprised to see other semi players especially in Taiwan get into the process as solar moves incrementally from "70s hoax" to "2010s reality"
    And they can scale quite quickly based on decades of process...

    Just have to keep an eye out on these "under the cover" announcements and see how far old school companies decide to infringe on this space. I do think the market opportunity could be/will be enormous hence why I believe we will see a stampede of elephants within 5 years. Destroying profit margins ;)
    Jun 19 14:14 pm |Rating: 0 0
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