Take any market research firm’s data on end-user demand for solar modules and compare that with manufacturing supply and there is a massive gap to the negative, pushing prices lower from bare wafers to modules. Last week, Q-Cells binned its forecast for revenue for 2009, citing continued lack of demand and falling prices due to the competitive landscape caused by overcapacity.
After a slow start, this year’s PV Industry Forum, the traditional opening conference of Intersolar Week in Munich, finally got going during the last session of the day with a resounding call to action from none other than Q-Cells’ boss, Anton Milner. The conference opened with the usual slides and the usual suspects giving their views of the overall solar market. The obligatory emerging market was given lip service--this time it was India--while the rest of the presentations mostly failed to engage the audience in a meaningful way. Things changed during the afternoon....
News that amorphous thin-film competitors Sunfilm and Sontor are to merge due to the competitive landscape, overcrowded market, and the dominance of First Solar-- both from a capacity and conversion efficiency standpoint--could be the first of many such consolidations, as the solar market stalls because of the global current economic climate.
Congress has passed the Emergency Economic Stabilization Act of 2008 with the support of senators Obama and McCain. The news is welcomed by the solar industry but unusually was met by traders with a plunge in the value of solar stocks. While most will focus on the financial implications of the bailout bill the solar industry can finally plan ahead...
23rd European Photovoltaic Solar Energy Conference and Exhibition held in Valencia, Spain last week was one of the best events I have attended in over 15 years of attending trade shows in most parts of the world.
It is a tale of two strategies when dealing with the U.S. solarmarkets, be they consumer or business markets. Both Akeena Solar andFirst Solar have announced their first quarter financial resultsrecently. The scale of each company is worlds apart and theirapproaches to a growing market segment are at polar opposites, and itshows. These two companies cannot be directly compared; using these twocompanies is purely to highlight a growing trend among many solarcompanies of focussing on certain end-user segments of the solar market.
Not your average eBay item up for grabs, rather a piece of photovoltaictechnology history. Nanosolar, roll-to-roll Copper Indium GalliumDiselenide (CIGS) PV solar start-up, has put one of its first threeproduction line commercially-produced PV modules (Panel #2) up for saleon eBay with a $10,300 starting price!
Applied Materials can't seem to leave the solar equipment business alone at the moment, as it continues its acquisition trail. The latest is Baccini S.p.A for a cool $330 million in greenbacks.
An old automotive saying that well-built vehicles by Ford Motor Co.keep on going many years after competitors’ models have been scrappedcan now be applied to old Ford assembly plants!
