Fred W

Applied Materials: 'We Are Not a Bank'

AMAT is one step removed from funding solar projects...funding customer equipment purchases and their projects would be a stretch. AMAT needs to stick to supplying the picks and shovels and develop strong customers that can provide financing support for project development...otherwise AMAT is taking on too much risk.

Moore's Law for the Solar Market

Agreed.


On Jul 13 04:54 PM skwestorange wrote:

> Folks:
> I am in NJ and had a 5Kw solar system installed on my roof in 2005.
> Back then, the installed cost was $8.50 per watt. With the State
> and Federal incentives the final cost came to about $4.00 per watt.
> Now I understand the going price per installed watt now is about
> $7.50 before any incentives.
> The numbers from National Labs are not intended for average home
> type installations, rather for commercial installations with a hell
> of a lot of negotiating power because of the size.

Moore's Law for the Solar Market

Although I would have avoided the name calling but hey, Steve is a dope.


On Jul 13 05:22 PM dr_cosmo wrote:

> Steve:
> do you actually read what anyone says??? you're an idiot, obviously
> the percentages change as the total costs of the install change.
> I'm done. not quite, you're a fucking idiot!!!!!!!!

Moore's Law for the Solar Market

LOL- Steve, you just disqualified yourself from any further communication...you don't even understand what $0.90/W labor means within project cost calculations. It is a very basic concept.
You should consider changing you name/ID on this site.


On Jul 13 12:46 PM Steve Pluvia wrote:

> Next Freddy (AKA Freddy Numbers),
>
> Splain to me where you're getting inverters for $.30/watt and modules
> for $1.65/watt, particularly when there are maybe 3 mfgrs who can
> produce a panel for $1.65/watt when you include SGA...
>
> Maybe you know PV mfgrs who sell their panels at a loss but make
> up for it in volume.

Moore's Law for the Solar Market

Thank you for straitening Steve out...he tends to jump to conclusions that are not supported by broader facts. However, scale and ease of installation can achieve fully installed costs of just under $4/W--this is without incentives. Assuming x, y, and z are true, then:
$1.65/W modules, $0.30/W inverter(s), $0.75 BOS, Labor $0.90/W
Then add 25-30% margin and you have your $4/W
Don't ask for any "links" or what x, y, and z represent as I will not be sharing them. You will have to do the "leg work".


On Jul 13 10:54 AM dr_cosmo wrote:

> Gentle people:
>
> The $/W price installed is not solely dependent on the raw panel
> price. If FSLR is selling systems for $3/W installed they are probably
> including all incentives that vary from state to state and utility
> to utility + the 30% Federal tax credit. Also FSLR makes panels,
> therefore: volume discount. In Wisconsin, the incentive is $2.25/D.C.
> rated W installed x 1.2. So 5 KW system @ $8/W installed = $40K
> - ($13.5 K) incentives = $26.5 K - ($7.95K Fed tax credit) = $18,555
> total system cost ($3.71/W). That's where the $/W cost is lowered,
> incentives, not necessarily the price of panels.

Six Reasons for Cloudy Skies on the Solar Energy Industry

This is not a useful article. Commenter 2- Peter Bermel at least had something substantive to say.