The FinancialContent Network     SocialPicks Community   |   MarketMinute Monitor   |   MarketMinute Market Updates   |   MarketMinute Stock News
SocialPicks
   Sign Up   |   Log In   |   What is SocialPicks?     

Contradictions in the Solar Market

 Mar 14, 2008 08:52 PM UTC
Symbol Sentiment Start Return Closed
FSLR Negative 03/14/08 +93.28% --

3/5 - "There are a great deal of contradictions in the solar marketplace based on these scenarios. The first contradiction is a result of the huge expansion in the industry. Total capacity announced for nearly 100 panel manufacturers (thin film, monocrystalline, and polycrystalline), comes to 10.7 GW for 2008, while solar production is forecast to reach only 5.6 GW. That equates to a capacity utilization of only 52%. By way of comparison, capacity utilization in the semiconductor industry was 90% at the end of 2007."

"The second contradiction is that if thin film solar continues at its same growth rate, in 2009 thin film will make up 17.8% of all solar power generation. That would leave a capacity of polysilicon exceeding demand by 17,000 metric tons, based on capacity expansions announced by the polysilicon manufacturers. With all that polysilicon capacity on hand, and thin film solar panels having such low efficiencies, why should thin film continue to increase?...the third contradiction: why such an increase in capacity by polysilicon manufacturers when it’s not needed?"

"The fourth contradiction is why is there a thin film market in the first place? If efficiencies are so low, particularly in the amorphous thin film sector, why do we need them in the future? They served a purpose in the past few years because there wasn’t enough polysilicon around. But why in 2008 and beyond?...The fifth contradiction is the high equipment costs to make an amorphous silicon thin film panel."

"The overcapacity should impact equipment and materials sales in the amorphous silicon thin film area...With the industry having twice the capacity as it needs, expect some rethinking on the part of investors."


 Graphic_website1 Read the rest of original post »



Comments (7)

Add Comment

Arrow_up
Arrow_down
shijiu   N/A     1 point   commented 698 days ago reply

what the industry breitling calls an "architectural manner." The idea is that the movement has tag heuer decorative elements combined with technical ones to show off cartier the abilities of the brand. Ulysse Nardin brings a new homage hublot to the beautiful tiger with their Caprice Tiger watch. The case in 18-karat patek philippe white gold is 34-mm wide in a square cushion shape, cartier watches which serves to frame the portrait style watch dial. omega watches Arriving in a handful of

Arrow_up
Arrow_down
shijiu   N/A     1 point   commented 698 days ago reply

s varieties, the case can be fake watches requested with differing levels of diamond decoration audemars piguet and straps. While this white tiger is outlined in omega color, its corpus is comprised of precious jewels. Instead of fur, fake rolex our decadent wrist borne hunter is filled with breitling watches diamonds, which are only broken up by the pink of its replica watches mouth, and the colorful eyes. Scientifically accurate or not, rolex this tiger is a rare breed with green eyes-here expressed

Arrow_up
Arrow_down
zhuzhu   N/A     1 point   commented 693 days ago reply

't concupiscence Longines Evidenza Mens L2.642.6.73.2 to have a PhD rolex watches but bona fide decisive rolex replica watches for sale helped. They could serve rolex watches as painfully complica Corum Horizontal Diamond Steel Black Ladies 130-330-47-0001-BN34 Omega Speedmaster Broad Arrow Olympic Edition Timeless Collection Mens 3557.50 rolex watches cheap Girard Perregaux Foudrayante Chopard Mille Miglia 18kt White Gold Black Rubber Chronograph Mens 16/1250-99 rolex watches replicas

Arrow_up
Arrow_down
ledled   N/A     1 point   commented 666 days ago reply

herve leger bandage dresses show as noble and elegant
Tory Burch has combined style, sophistication, and a need for warmth in her Boho Shearling
tory burch boots. These boots are the perfect solution for you this winter.
ory Burch Wedge Flip Flops,tory burch sophie wedges,tory burch heels,Tory Burch Ankle Boots,tory burch leopard print flats,Tory Burch Amy Mid-Heel Pumps,
As a on-line moncler store,moncler women has many style of moncler men jackets which are difficult to find out in entity moncler shop,include moncler jackets men’s and moncler jackets women’s .

Arrow_up
Arrow_down
junjin   N/A     1 point   commented 656 days ago reply

Before you’ve even Wedding Dress thought about the Halter Wedding Dress shopping there’s a fair Elegant Simple Wedding Dresses amount of things to see and do Dresses mother of the Bride here. I started on the ground wedding gowns floor, taking in the 32ft-high wall of trunks and the world’s first moving handbag bar, then climbed the dramatic wedding gowns giant LED glass-tread staircase to a wonderful 'librairie'.

Arrow_up
Arrow_down
lijingwang   N/A     1 point   commented 429 days ago reply

vibram five fingers,vibram shoes
fingers shoes
five fingers ,vibram fivefingers,
fivefingers ,five fingers,
five fingers kso,
five fingers shoes,fingers shoes,
vibram kso,vibram shoes
vibram five fingers shoes sale
vibram five fingers bikila,vibram fivefingers

Arrow_up
Arrow_down
cuilan1   N/A     1 point   commented 385 days ago reply

His clerics in black robes, rosetta stone spanish Cinderella Kate and United Kingdom rosetta stone latin married Prince William, will defer on the rosetta stone spanish latin america young couple's married life happy, rosettastone most difficult question is how to properly handle cheap rosetta stone spanish the relationship between mother-in-law rosetta stone french and daughter-in-law like a civilian. rosetta stone german United States gossip rosetta stone italian reported the star, rosetta stone english Kate on February 9 and Camilla rosetta stone arabic lunch, banquet, stepmother rosetta stone japanese of Prince William, rosetta stone portuguese Kate and Camilla Williams wedding rosetta stone korean guide under every rosetta stone hindi detail of the chess, rosetta stone spanish was very uncomfortable by Kate. rosetta stone chinese Camilla to ask Kate rosetta ston mandarin "I can give you some recommendations", oakleys sunglasses then a lengthy speech to Oakley glasses mention a bunch of opinions, oakley asian fit including noted that United Kingdom Oakley Sport Sunglasses coincided with womens oakley sunglasses the recession, oakley polarized sunglasses and Kate's wedding is too spread out. oakley frogskins Camilla even suggested that oakley golf switched to sausages oakley monster dog and the relegation of the oakley monster dog sunglasses wedding banquet. Oakley Minute People said, after Kate to fool the eye, oakley half wire felt humiliated. Camilla also warned Kate oakley radar path "don't wanna go Diana routes" oakley m frames into the Royal family and not too oakley flak jacket flashy. Kate can't oakley half jacket believe Camilla to her dear oakley straight jacket Princess Diana as negative oakley grenade frogskins teaching materials, but oakley radar pitch she is not a fuel light oakley radar path followed by her views on oakley radar Princess Diana told Camilla. oakley m frame Camilla called William kids oakley sunglasses after the lunch, white oakley sunglasses stubborn. Kate said oakley gascan to William, Oakley Ducati don't want Oakley Ducati to talk to Oakley Ducati Camilla dine separately.


Your Comment



IN THE PRESS
Press_forbes Press_washingtonpost Press_wsj Press_npr Press_techcrunch