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2 Comments

    • Contradictions in the Solar Market [view article]
      I'm from both the semiconductor and solar industry. I don't see an immediate drop in silicon spot price. Recently announced NorSun new plant in South East Asia scheduled for 2009 Q3 production has its capacity completely sold out!
      Your estimation of the equipment cost and thin film module price is not exactly right. Its higher than reality and I can't disclose the actual pricing here.
      The mono/poly silicon panel may be up to 200W each but it is constructed from many smaller wafers that is 125mm sq. A single thin film panel of 5.7sqm will give you about 350W and since it is a single piece, it cost much less to produce than smaller individual pieces where eventually you need to stick them together to make a big panel.
      What ever you think the contradictions might be, this whole solar craze is good for the planet.
      Mar 05 11:28 AM
    • Ten Solid Clean Energy Companies to Buy on the Cheap: #4 Applied Materials [view article]
      Acquisition of Baccini and HCT does not change Applied's capability in supplying the Sunfab production line. Infact, it enables Applied to compete in the Crystalline PV arena which is currently 90% of the PV market. Mar 03 07:12 PM
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