Chemicals
& Materials in Solar Cells & Modules, 2010
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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.
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.
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Centrotherm's
Grid Parity Fab - A Critical Examination
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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.
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| Linx-AEI to
speak at Opportunities for Chemicals and Materials in Wind and Solar Energy -
December 4, 2009 - Philadelphia.
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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.
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As Industry
Challenges Keep Mounting; Linx-AEI Offers Services to Help Our Clients Succeed
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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:
 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. |
