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October 7, 2009
The PV Newsletter
Chemicals & Materials in Solar Cells & Modules, 2010

Linx-AEI Consulting is pleased to announce initiation on the third edition of this ground-breaking report.  Driven by the recent collapse in module pricing and the relentless drive to achieve grid parity, cell producers are looking to continuously reduce costs through the implementation of new materials and manufacturing processes.

forecasted growth chart

This report will deliver an analysis of emerging architectures and manufacturing technologies as well as the materials necessary to meet the cost reduction goals. It is an authoritative source of strategic, tactical and forecast information for marketers and executive management for producers and users of these materials.

CHEMICALS & MATERIALS FOR PHOTOVOLTAIC CELLS AND MODULES 2010 will be an industry analysis report of approximately 200 pages electronically delivered in PowerPoint format. To develop this report, Linx will conduct extensive primary and secondary research, and conduct interviews with supply chain participants and end users.

For more information about Chemicals and Materials for Photovoltaic Cells & Modules, call 617.273.8837 or email us at info@linx-consulting.com.
Centrotherm's Grid Parity Fab - A Critical Examination

Joe Berwind of Linx-AEI recently gave a speech at The SEMI New England Breakfast Forum at CNSE in Albany, New York.  Joe's paper reviewed Centrotherm's Grid Parity Fab.  Conclusions of this analysis included:
  • The PV market is still immature and uneconomical. It is highly dependent on local government's subsidies which may be required for at least next 5-10 years
  • Centrotherm grid parity factory produces the modules at a cost/W of €1.07 in China, €1.23 in USA and €1.26 in Germany/Canada.
  • The cost varies from geography to geography mainly due to differences in labor cost and electricity prices.
Joe Berwind's company, Alternative Energy Investing (AEI) critically examined Centrotherm's claim using its proprietary cost simulation tool. AEI's cost simulation tool generated the module cost/W of $1.82 or €1.24. AEI is cautious about the factors affecting the cost, and any small change in these prices could result in Centrotherm not achieving the forecasted cost.

For more information email us at mthirsk@linx-consulting.com or mcorbett@linx-consulting.com.
Linx-AEI to speak at Opportunities for Chemicals and Materials in Wind and Solar Energy - December 4, 2009 - Philadelphia. 

The Chemical Development and Marketing Association (CDMA)- a Special Interest Group of PDMA - is holding a unique, one-day conference identifying unmet needs for new chemicals and materials products in Wind Energy, Concentrating Solar Thermal, and Photovoltaics.  A cadre of downstream experts from BP Solar, NREL (PV) along with Linx Consulting's Mark Thirsk will clarify unmet needs in PV, primarily focused on balance-of-module needs.  The Keynote, Concentrating Solar Thermal and Wind Energy sessions also include real-world expertise from ACORE, GE Global Research, Eliasol/Acciona, NREL (CST), Sandia, Schott North America and more. 

No other renewable energy conference is constructed specifically for the chemicals and materials community.  So shorten your learning curve, boost the confidence level of your next resource allocation decision, and make important new connections.  You can find more detail about this special event here.   Please register now.  Space is limited.

As Industry Challenges Keep Mounting; Linx-AEI Offers Services to Help Our Clients Succeed

Key future unknowns in the Solar industry include:
  • What will be the impact of the upcoming election in Germany?
  • What is the impact of China's industry support initiatives?
  • What actions will be taken in the US?
  • How will the Polysilicon oversupply impact industry cost structure
  • Who will be the winners and losers of the recent industry upheaval?
These are all tough questions.  Our services are designed to provide the critical insights and perspectives necessary to succeed.  Linx-AEI offers services that cover  the following areas:

PV Custom Services

Linx Consulting also offers custom reports on the electronic materials industry. If you don't find exactly what you're looking for in a Linx report, we can design a custom report for your company to address your unique decision-making needs.

Call +1.617.273.8837 or +1.973.437.9517 or email us at info@linx-consulting.com for more information.
PV Report
Linx-AEI released an updated PV report earlier this year entitled Chemicals and Materials for Solar Cells and Modules.
For more information about this report, call Mark Thirsk at +1.617.273.8837 or Mike Corbett at +1.973.437.4517.
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