oaksleeksbeans

Will LDK's New Company Create Competition for First Solar?

I wonder a little why do an AMAT line in China? It is a very automated line that makes large more difficult to ship roughly 10% - 12% efficient module. The modules are the size of the garage door on a one car garage. So larbor is a small component of module cost and shipping prices to the EU or US are high.

It only really makes sense if China itself and its neighbors are going to start doing utility scale open field arrays.

Contradictions in the Solar Market

You should take a look at Michael Rogol's article in the February edition of Photo International (the best source for in depth information in the solar industry). Rogol (google him - he has been right before and spends much of his time in China at solar factories) writes that there is no oversupply, spot silicon prices are heading toward $500, and the profit margins in the solar industry will remain above 30% through at least 2010.

So brighten up!