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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.
But if you want to find out anything else about Stion, the pickings are pretty slim.
The company Website contains an
opening "About Us" page, a "Management Team" page, contact page, and a
"Careers" page, with several engineer, technician, and scientist job
openings listed. There are also links to PDFs of the two press releases
issued by Stion, one from late June 2007 announcing the company's
scoring of $15 million in Series B financing, the other from
mid-December 2007 announcing the appointment of semi/semi tool industry
vet Vineet Dharmadhikari as its COO and senior VP of engineering.
Although we can read that Stion (formerly NStructures) was founded
in 2006, that its high-efficiency thin-film module technology is based
on the work of nanomaterials guru Howard Lee, and that it would "cut
dollar-per-watt costs at the systems level," there's not much else: no
products or technology overview, no details on the company's history,
no white papers or backgrounders. In what little space is provided, we
can see that the investors in Stion include some heavy-hitters in the
renewable and high-tech space, such as Khosla Ventures, Lightspeed,
General Catalyst, Braemar, and Moser Baer PV, and that ex-Shell Solar
honcho Chet Ferris is president/CEO, inventor/cofounder Lee is CTO, and
Dharmadhikari is COO/SVP.
Although touted conversion efficiencies of 25-30% have been
mentioned elsewhere, the "minimization of total installed system costs"
angle has been discussed a bit, and the Merc story said there are 35
employees, my thorough Internet search revealed little additional
information about Stion. It's not even clear what kind of solar
cell/module technology/materials the company is using, whether it's
organic or inorganic, a vacuum or nonvacuum manufacturing process, what
kind of applications are envisioned, etc.
We do know what Stion's active material is not, however, based on a quote I found in a June 26 story
from CNet's news.com. "It is not silicon based. It is not cadmium
telluride. It is not CIGS (copper indium gallium selenide)," said Frank
Yang, manager of business development. "In due time, we will make it
publicly available."
When I tried to get Yang to comment this week, he emailed me the
following reply: "At the moment, we prefer not to comment further on
the Company [sic] in a public medium beyond what was contained in the
San Jose press release. However, we will most certainly keep you posted
in the future when there are material [no pun intended?] events that
merit significant coverage."
A well-placed source in the thin-film PV community (who prefers to
remain anonymous) tells me that Stion is "tight lipped." My source says
that "initially there was indication they were working on CIGS, but
they have vehemently denied it lately," adding, "honestly I do not know
what they are investigating.... They say (on their Website) that they
are working on fourth-generation thin film, which in my opinion is a
joke---but good to fool the VCs." When I mentioned Solyndra, another
notoriously stealthy PV startup, the source "will not put Solyndra in
the same league as Stion. Solyndra is more real than Stion---they will
have CIGS products in the market this year."
We have a few hints about Stion's chosen PV approach. First,
there's Dr. Lee's background. He has done extensive work on tunable
light-emitting quantum dot technologies at Lawrence Livermore National
Lab, so it's not a stretch to speculate that q-dots might be the
"secret sauce" in the company's material stack. (Here's a link to a 2000 article about Lee's work in LLNL's Science and Technology Reviewmagazine.)
Then there's the company's own job board. Many of the listed
positions require experience in areas such as "solution-based
deposition," "vacuum deposition," "sputtering," "ebeam," and "thermal
evaporation." One line from the help-wanted blurb seeks process
development engineers and techs to help "develop and optimize thin film
deposition processes using PVD techniques such as sputtering, e-beam
and thermal evaporation for the fabrication of thin film photovoltaic
(PV) devices."
Seems like a pretty big hint that at least some of Stion's process
flow relies on an vacuum-based PVD approach, although there may be
nonvacuum activities going on as well, given the call for people to
help optimize "solution-based deposition processes." (Could these be
functional inks, inkjet-printed or otherwise? Of course some solution
dep is done in-vacuum.) In the CIGS process world (I know, Stion has
said they are not a CIGS player, but bear with me), some companies have
gone a PVD/sputtering route (Miasole, Daystar), others have taken a
evaporation or coevaporation path (Global Solar, Ascent), and others
have pursued some sort of nanoink approach (Nanosolar, ISET)---or a
combination/hybrid of several processes.
So far, Stion's stealthy solar startup strategy has stemmed serious
speculation. Isn't it time for the company to open up its corporate
kimono and let the sun shine in, just a wee bit?








