The blog is written by Photovoltaics International’s Senior News Editor, Mark Osborne. He has been covering the semiconductor and related industries for over ten years. Mark has been blogging tech since 2005.Official German PV installation figures for November have recently been released, giving a clear picture of expected record installations in the country for 2009. However, there is a major mismatch between expectations for December and total installed system numbers from Photon, which has claimed 4GW and beyond. In an exclusive interview with Andreas Hänel, founder and CEO of major PV systems integrator Phoenix Solar, we discuss his new forecast for 2009 and 2010, which add to the conclusion that Photon needs to drastically change its forecast downwards to retain any credibility in the future.
With only a handful of major solar-related manufacturers having released fourth-quarter and full-year financial results, a picture is already emerging as to the health and wealth and 2010 trends for the solar industry. Having reported financial results and conducted its quarterly conference call last Thursday, JA Solar gave a lot of data points to digest about capacity ramps but also importantly, average selling prices (ASPs) for 2010.
After a fair amount of digging and the much needed help of our German correspondent we can now confirm that the reports of a 16-17% cut in feed-in tariff rate for Germany were true, and the cuts are to go ahead from April 1, 2010.
Several German news sources have reported that this figure is in fact authentic, not least of which the German Financial Times, Sueddeutsche. The Wall Street Journal reported that the maximum 17% cut is indeed on the cards, quoting today Economics Minister Rainer Bruederle as saying, "the German government could realistically cut between 16% and 17% of the subsidies it gives to solar-power providers."
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Reuters has kicked up a storm over a story claiming that cuts to the German FiT could be as high as 17% and brought in as quickly as April. We have been inundated with messages either by sending us that story or asking for confirmation of its authenticity as well as simply asking for our thoughts. I thought it best to address everyone via this blog rather than get back to everyone individually.
In a guest blog provided by Ash Sharma, renewable energy research director, and Sam Wilkinson, renewable energy research analyst at IMS Research, the authors say that contrary to many announcements by analysts so far, IMS Research estimates that in 2009, the PV market – in terms of both new installations and shipments of PV modules and inverters -- grew substantially.
The Chip Shots blog channels the observations of Fabtech's and PV-Tech/Photovoltaic International's Senior Contributing Editor--USA, Tom Cheyney, a 20-year veteran of semiconductor, advanced micro/nanoelectronics, and solar manufacturing trade journalism. For 15 years, Tom was editor in chief of MICRO (the original home of Chip Shots) until it ceased publication in July 2006. Tom calls Los Angeles home.
In the words of the inimitable Yogi Berra, “it’s déjà vu all over again,” as yet another announcement has been made by a solar company about plans for a new PV module assembly plant in the United States. This time, Solar Power, Inc., an up-and-coming vertically integrated firm based in Roseville, CA (with module manufacturing in Shenzhen, China), will build a 50MW factory on its home turf in Sacramento County. A big reason for the move is an initial pledge of $24.7 million in American Recovery and Reinvestment Act funds coming SPI’s way, in the form of an RZFB, or Recovery Zone Facility Bond, from the county. SPI exec VP Jeff Pontius filled me in on some of the details.
Kyocera Solar and Heliene Canada are among those companies hoping to tap into one of the fastest-growing markets on Planet Photovoltaica--North America. Joining the increasing number of firms pursuing a distributed-manufacturing model, each outfit has recently announced plans for building module-making facilities in hotbed areas for renewables--Kyocera in San Diego, CA, and Heliene in Sault Ste. Marie, Ontario—with an eye toward getting product to market later this year. Although both plants will be manufacturing crystalline-silicon-type modules, it turns out the two enterprises have differences and commonalities in their approaches. In recent interviews with PV Tech, executives from both companies shared more details about the respective factories.
The “press embargo” is a fact of life in the media biz. It usually comes in the form of a press release that a trusted journalist receives in advance from a company, PR agency, or other organization, with strict instructions not to breathe a word of it before the agreed-to date and time.
There’s only a handful of industry veterans who have invested as much blood, sweat, tears, and time into the development of flexible thin-film solar photovoltaics as Jeff Britt. He joined Global Solar Energy in 1998, when the company’s copper-indium-gallium-(di)selenide technology was an R&D project, and any product commercialization years away.
It’s official: First Solar is now the first in solar. The just-released financials of the company that made thin-film PV bankable find 2009 revenues passing $2 billion, annual output hitting 1.1GW, and production costs dropping to 84 cents per watt. The executive team’s 2010 guidance doesn’t deviate from the numbers they offered in mid-December, with the high end of revenue expectations coming up just short of $3 billion. A few data points and assumptions in the latest presentation warrant closer scrutiny and extrapolation.
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