Andrew Ling

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Fri Nov 30th 09:39 AM | Rating: 0 0
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First Solar's Rapidly Expanding Economies of Scale

Mark, you really think 3 cents/watt is significant? Polysilicon costs are currently $2/watt. FSLR has reduced costs by over $1/watt in the last 3 years alone. The Malaysian plants being built further reduce costs an additional 15 cents/watt due to location alone although the actual cost reductions will probably be 30-45 cents/watt when considering increased efficiencies and throughput.

Within about 4 years FSLR's costs may be so low that it's cheaper than monocrystaline PV even if companies such as STP got their polysilicon for free!
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