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February 2011
The PV Newsletter 

Query Linx-AEI Experts in Shanghai at SNEC PV Power Expo  

Linx-AEI has had an overwhelming response to our new report Chemicals & Materials for PV Cells & Modules. We partnered with SEMI on the report and a press release that was very well received by the industry worldwide


Joe Berwind and I will be in Shanghai at the SNEC PV Power Expo to answer questions about the new report and the PV industry. Please contact us to arrange a meeting to learn more about the opportunities available to industry participants and our perspectives on the growing PV market.




Mark Thirsk 

Managing Partner

Linx-AEI Consulting

Meet with Linx-AEI Experts at SNEC Power Expo 


Linx-AEI offers a unique perspective of the PV industry. Combining Linx Consulting's knowledge of electronic materials and processes with financial insights offered by Joe Berwind, a leading analyst leads to predict industry returns as illustrated: 



PV returns    

Our latest report,
Chemicals & Materials for Photovoltaic Cells and Modules, analyzes the production processes and supply chain trends for the manufacture of cells and materials, and examines the emerging materials requirements for novel technologies. The growth trend in the aggregate global market for the materials covered is shown in the following graphic:


PV Cell and Module Chemical and Material Demand

PV chart  

contactContact Linx-AEI to arrange a meeting with Linx experts 


 Meet with Mark Thirsk or Joe Berwind to discuss important developments in the PV industry including:

To meet with Mark Thirsk, call 774.245.0959 or email him at 

To meet with Joe Berwind, call 917.514.5246 or email him at 


 For more information about Chemicals & Materials for Photovoltaic Cells and Modules, call 617.273.8837 or email us.

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 changes to the EEG 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:

custom PV services   

If you don't find exactly what you're looking for in a Linx-AEI report, we can design a custom report for your company to address your unique decision-making needs.


For more information about Linx PV Services, call 617.273.8837 or email us.

Linx Consulting