The simple answer is yes. Certainly enough modules and inverters were sold, and if installations really did hit 7.5GW in Germany then this would undoubtedly mean that at least 26GW was installed globally last year, with Germany retaining its position as the largest market, followed closely by Italy. We’re still finalising our data for 2011, but we now estimate up to 26.5GW could have been installed last year following the phenomenal year-end rally in Germany. This would have meant an incredible 10 GW was installed in the last quarter of the year – the first time this has ever happened and more than the whole amount installed in all of 2009!
SolarWorld is planning to expand its fight against China-based solar module rivals currently being played out in the US to Europe. According to reports from German publication, Handelsblatt and reported by various news agencies, SolarWorld’s CEO, Frank Asbeck was said to be seeking support from other European-based companies to take an anti-dumping case to the European Commission’s competition agency.
First Solar recently held its inaugural annual Supplier Recognition Day, which was said to have been attended by approximately 60 companies that were considered critical suppliers to the company. At the event, encapsulant supplier, STR Holdings, was recognised as one of three suppliers, with the NOVA award, designed to recognise premier suppliers that significantly support its mission.
AU Optronics (AUO) has appointed Paul Peng as its new president. Peng will start his new role on January 1, 2012 and is replacing Dr. L. J. Chen, who will now serve as AUO’s president of solar business operation. AUO hopes that its management reshuffle will improve the competitiveness of its products and technologies and in turn profitability.
The Los Angeles Department of Water and Power’s high-desert Adelanto Switching and Converter Station has started to take shape. Located on a 42-acre site, about 65 miles north of Los Angeles, construction on the project began in February this year, after the Board of Water and Power Commissioners granted final approval for the project in December 2010.
As part of its long-term cost reduction goals for its turnkey Micromorph thin film silicon ‘ThinFab’ production lines, Oerlikon Solar has teamed with gas suppliers Air Liquide and Linde to provide more than a 20% reduction in total cost of all gases and precursors. As a result, its ThinFab (120MWp) lines going into full production by end of 2012 can reduce module production costs by up to 5%. The total gas budget was said to be less than €8.50 per panel.
After a record revenue financial year, Applied Materials is experiencing a significant reduction in equipment orders and revenue from PV manufacturing customers. Though cancellations were minimal, backlog decreased by 26% to US$2.4 billion, of which 14% is within its EES division, which includes PV equipment. Management expects PV related global CapEx to at fall by at least 50% in 2012 as manufacturers combat massive overcapacity and focus on cell efficiency improvements and technology buys.
China Sunergy (CSUN) revealed that, effective since September 15, Robert Rice was appointed as the company’s chief sales, marketing and strategy officer as well as its vice president. Rice manages corporate international expansion and sales and marketing functions for the company in order to expand CSUN’s global market presence. Rice will additionally spearhead the establishment of long-term industry partnerships and the recruitment of a global sales team.
First Solar has begun construction on what will be Australia’s first utility-scale PV project once it reaches completions, Located near Geraldton, the 10MW (AC) Greenough River Solar Farm will be built over a nine-month period, with local civil contractor WBHO Civil providing Phase 1 construction services. Civil work on the project began November 4, with on-site construction for structural supports and above ground electrical work following soon.
Capacity expansions are out, improving manufacturing line efficiencies and productivity is in, according to First Solar’s chairman Michael Ahearn, who took over the CEO role from ousted Rob Gillete last week. Capacity expansions had seen average module efficiencies rates increase modestly in 2011; on the downside, production cost per watt merely flat-lined. Almost unheard of was the fact that manufacturing line utilization rates had dipped below 100% as capacity outstripped demand. Back at the helm, Ahearn said that First Solar would re-focus on markets without energy subsidies such as the Middle East as well as markets with critical energy needs such as India, North Africa and China.
