February 16, 2010
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The PV Newsletter
Solar Demand Analysis
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Linx Solar Forecasting Service
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In this month's PV Newsletter, Linx-AEI Consulting is pleased to share insights from Module 1 of our new Solar Forecasting Service. This quarterly service provides timely
insights and analysis on the key issues that will impact industry evolution
over the next several years.
Specifically included in Module 1 of this service are:
- Forecasts
on Demand by Cell Type
-
Perspectives
on Current and Future Module Supply
-
Polysilicon
Supply and Demand Analysis
-
Forecasts
for Chemicals and Materials used in Cells and Modules
More insights from the solar forecasting service are
detailed later in this newsletter.
Along with this offering, we also have
two other service modules geared around examining the performance of Cell and
Module Producers and Grid Parity Analyses as well as the regional nature of the
business.
Linx-AEI is pleased to announce that our
recent work was referenced in papers at the recent Industry
Strategy Symposium and Strategic Materials Conference in Half
Moon Bay, CA. by industry leaders Applied Materials and DuPont.
For more information about the Solar Forecasting Service, call 617.273.8837 or email us at info@linx-consulting.com.
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Demand by Cell Type -
DRIVERS
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Critical to developing
our forecasts for demand by cell type, we must first understand LCOE and model
energy cost sensitivity to module price reduction. This allows us to identify the most
competitive cell technologies that are closest to current mono-crystalline cell
benchmarks in key PV markets around the globe.
The analysis shows that
CIS and CdTe technologies lag the Monocrystalline energy cost by the smallest
margin in Germany. At present Triple
junction a-Si technology requires module cost reductions in excess of 60% to
reach energy costs comparable with mono. 
For more information about the Solar Forecasting Service, call 617.273.8837 or email us at info@linx-consulting.com. |
Polysilicon Supply and Demand
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The
current supply and demand situation for polysilicon will remain a critical
indicator of future industry evolution.
With depressed poly pricing, crystalline silicon will remain the
dominant technology, maintaining a competitive edge over many Thin Film
alternatives.
Critical
to understanding this balance is analysis of the market dynamics of all uses of
high purity polysilicon. The share of
solar polysilicon demand will increase to dominate the market and by 2012 the solar
sector will be consuming 83% of polysilicon produced. This raises critical strategic investment
considerations for polysilicon suppliers and customers alike.
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Chemicals and Materials Forecasting
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Linx-AEI has just published the
third edition of CHEMICALS AND MATERIALS FOR SOLAR CELLS AND MODULES, 2010. This
groundbreaking report was the first analysis of the key consumables used in
flat plate photovoltaics and has become established as the leading independent
market forecast for suppliers participating in the PV supply chain. Following is a sample of the level of detail
in this report for major moduling materials:
For more information about Chemicals and Modules for Solar Cells & Modules, call 617.273.8837 or email us at info@linx-consulting.com.
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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:
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What will be the impact of the upcoming election in Germany?
- What is the impact of China's industry support initiatives?
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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. |
