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Recession dampens solar enthusiasm - first quarter, Akeena and First Solar: a tale of two strategies
08 May 2008
It is a tale of two strategies when dealing with the U.S. solar
markets, be they consumer or business markets. Both Akeena Solar and
First Solar have announced their first quarter financial results
recently. The scale of each company is worlds apart and their
approaches to a growing market segment are at polar opposites, and it
shows. These two companies cannot be directly compared; using these two
companies is purely to highlight a growing trend among many solar
companies of focussing on certain end-user segments of the solar market.
Read more >>
Q-Cells puts the pedal to the metal
28 March 2008
Silicon solar cell producers should forget about the polysilicon shortages, while thin-film companies need not worry about silane supplies. Not because constrained supply issues are expected to ease and material costs to finally lower over the next two years, but because a potentially bigger concern is looming!
Read more >>
Q-Cells welcomes IBM to the Solar sector with open arms
14 March 2008
At the PV Fab Managers’ Forum in Dresden this week, IBM outlined its plans for partnering with the PV manufacturing industry to improve technology and manufacturing processes. Rainer Klaus Krause, IBM’s ISC Innovation Champion, presented to a high level audience of Fab managers and solar manufacturing executives the strategy to partner with manufacturers and technology providers to help the industry achieve price parity more quickly.
Read more >>
Former Emcore insider comments on Emcore CPV IPO from outside!
13 February 2008
Excellent observations from Jo Ann McDonald over at Compound Semiconductor Magazine and interestingly a former Director of Corporate Communications at Emcore notes that the intended IPO of its CPV business division may be happening too fast for the company.
Read more >>
LDK Solar’s polysilicon production goes fluid!
05 February 2008 | Comments (1)
Having announced very aggressive polysilicon production targets last
year, LDK Solar turned heads, while also turning some market/financial
analysts bearish on oversupply issues by 2010.
Read more >>
CIGS sold on eBay!
19 December 2007
Not your average eBay item up for grabs, rather a piece of photovoltaic
technology history. Nanosolar, roll-to-roll Copper Indium Gallium
Diselenide (CIGS) PV solar start-up, has put one of its first three
production line commercially-produced PV modules (Panel #2) up for sale
on eBay with a $10,300 starting price!
Read more >>
Good deal hunting at Applied Materials
22 November 2007
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.
Read more >>
Applied Materials v Oerlikon Solar - with a twist!
07 September 2007
Applied Materials’ entry to the solar equipment manufacturing market
just over a year ago is starting to make that market very interesting
to watch and also to write about!
Read more >>
Chip Shots
SoCal Edison to announce initial supplier for solar rooftop project…guess who might be the ‘first’
06 May 2008
Southern California Edison's project to
cover more than 100 warehouse and other industrial rooftops with 250 MW
of solar/PV modules continues to move forward. Next week, the supplier
of the first 2.2 MW's worth of PV for the initial installation on
600,000 square feet of rooftop will be announced. Here's a short
statement that company spokesman Gil Alexander just sent me via email.
Read more >>
Dow invites CIGS leader Global Solar to SAI dance, leaving Miasole’s prospects in doubt
30 April 2008
Monday's announcement that Dow Chemical's Building Solutions unit has asked Global Solar Energy to participate
in its Department of Energy Solar America Initiative (SAI) project to
develop building-integrated photovoltaic (BIPV) products came as no
surprise--to me, anyway. During Chip Shots' visit to Global's Tucson,
AZ, new plant last Friday, my hosts gave me a head's up on the news.
The manufacturer (yes, manufacturer)
of copper indium gallium diselenide (CIGS) thin-film PV will work with
the megacorporation's subsidiary to create and bring to market flexible
solar-roofing materials, part of the SAI's goal of creating "solar
electricity cost competitiveness with grid electricity by 2015."
Read more >>
It rhymes with ‘polymer’: Organic PV startup Solarmer pushes development efforts
23 April 2008
I recently became aware of another photovoltaic startup, one based in
El Monte, not far from my digs in Los Angeles. Dina Lozofsky, who I met
when she worked at UCLA with the California NanoSystems Institute,
recently took the VP of IP development and strategic alliances position
at Solarmer Energy. As she told
me in a recent email, the PV newbie (with UCLA-developed basic tech)
"is working to make flexible, translucent, efficient polymer solar
cells a reality, and we have just achieved the first demonstration of
our technology. As far as we know," she continued, "this is the first
polymer solar cell charging of a mobile phone (see photo below). The
panel was successfully tested out charging multiple brands of phones."
Read more >>
Sending solar energy from commercial rooftops to the grid: SoCal Edison’s audacious PV power project
09 April 2008 | Comments (1)
The idea may not be original, but it has an elegant obviousness: why
not use some of the many industrial rooftops in the sprawling southern
California megalopolis as sites for megawatt-level, solar-powered
electricity-generating plants? The scale of the recently announced Southern California Edison (SCE) project, however, is unprecedented, dwarfing that of any comparable plans, such as Colexon Energy's deployment of First Solar and other PV modules on rooftops of chicken farms and other commercial structures in Germany.
Read more >>
Solar startup Stion plans move to San Jose, remains stuck in stealth mode
14 March 2008
The Edenvale area of San Jose is becoming a little hotbed of
photovoltaic activity, but the latest company set to move there remains
in stealth-mode information lockdown. As the San Jose Mercury News reported Wednesday,
Stion has become the third PV firm over the past year or so, joining
CIGS concerns Nanosolar and SoloPower, to succumb to the city of San
Jose's offer of redevelopment monies for manufacturing tooling
($700,000) and workforce training ($100,000) as part of Mayor Chuck
Reed's "green vision"/emerging technologies fund agenda. The company
will move from its current Menlo Park location into a one-time IBM
building in the south San Jose neighborhood.
Read more >>







